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
Lorena Fanelli Lorena Fanelli's SEI Experience April 2006 - Present
Job Manager of SWP Asset Data Services at SEI
Industry Financial Services
Experience
SEI April 2006 - Present
SIX Telekurs June 2004 - April 2006
Skills
Fixed Income, Corporate Actions, Mutual Funds, Equities, Management, Financial Markets, Securities, Derivatives, Asset Managment, Financial Services, Bloomberg, Capital Markets
Education
College of New Rochelle 2000 — 2004
Bachelor of Science, Finance / Economics
SEI April 2006 - Present
SIX Telekurs June 2004 - April 2006
Skills
Fixed Income, Corporate Actions, Mutual Funds, Equities, Management, Financial Markets, Securities, Derivatives, Asset Managment, Financial Services, Bloomberg, Capital Markets
Education
College of New Rochelle 2000 — 2004
Bachelor of Science, Finance / Economics
Dan Gordon, MCTS, VSP's SEI Experience July 2007 - October 2009
Job Drummer/vocals at Smoking Gun
Industry Information Technology and Services
Experience
Pedigree Technologies October 2014 - Present
Smoking Gun June 2014 - Present
GC and The Sideways March 2013 - December 2014
Concorde General Agency, Inc. February 2014 - July 2014
Software Wholesale Intl. January 2013 - January 2014
Pedigree Technologies October 2010 - July 2012
A&B Business Solutions October 2009 - April 2010
SEI July 2007 - October 2009
Computer Renaissance 2006 - 2007
Sidneys May 1997 - December 2000
Skills
Account Management, SaaS, Sales, Business Development, Sales Operations, Salesforce.com, Sales Management, CRM, Cloud Computing, Management, Team Leadership, Business Intelligence, Leadership, Lead Generation, Partner Management, Strategic Planning, Training, Sales Process, Business Analysis, Project Management, Team Building, Mentoring Of Staff, Microsoft Licensing, Telecommunications, Enterprise Software, Strategic Partnerships, Direct Sales, Microsoft Certified..., Ring Central RCCP, VMware VSP, Solution Selling, Professional Services, Selling, Project Planning, Strategy, Cold Calling
Education
The University of North Dakota 2002 — 2004
Political Science and Geography
Pedigree Technologies October 2014 - Present
Smoking Gun June 2014 - Present
GC and The Sideways March 2013 - December 2014
Concorde General Agency, Inc. February 2014 - July 2014
Software Wholesale Intl. January 2013 - January 2014
Pedigree Technologies October 2010 - July 2012
A&B Business Solutions October 2009 - April 2010
SEI July 2007 - October 2009
Computer Renaissance 2006 - 2007
Sidneys May 1997 - December 2000
Skills
Account Management, SaaS, Sales, Business Development, Sales Operations, Salesforce.com, Sales Management, CRM, Cloud Computing, Management, Team Leadership, Business Intelligence, Leadership, Lead Generation, Partner Management, Strategic Planning, Training, Sales Process, Business Analysis, Project Management, Team Building, Mentoring Of Staff, Microsoft Licensing, Telecommunications, Enterprise Software, Strategic Partnerships, Direct Sales, Microsoft Certified..., Ring Central RCCP, VMware VSP, Solution Selling, Professional Services, Selling, Project Planning, Strategy, Cold Calling
Education
The University of North Dakota 2002 — 2004
Political Science and Geography
Arjola Kordhishti's SEI Experience September 2014 - Present
Job Accounting Analyst at SEI
Industry Financial Services
Experience
SEI September 2014 - Present
SEI November 2012 - September 2014
Skills
Account Reconciliation, Fund Accounting, Journal Entries, Microsoft Excel, General Ledger, Accounts Payable, Accruals, Accounts Receivable, Finance, Financial Modeling
Education
Temple University - Fox School of Business and Management 2007 — 2012
Bachelor's degree
SEI September 2014 - Present
SEI November 2012 - September 2014
Skills
Account Reconciliation, Fund Accounting, Journal Entries, Microsoft Excel, General Ledger, Accounts Payable, Accruals, Accounts Receivable, Finance, Financial Modeling
Education
Temple University - Fox School of Business and Management 2007 — 2012
Bachelor's degree
Anthony Lane Anthony Lane's SEI Experience September 2015 - Present
Job Operations Analyst at SEI
Industry Financial Services
Experience
SEI September 2015 - Present
SEI April 2014 - September 2015
Ted's Montana Grill November 2013 - April 2014
Northwestern Mutual January 2013 - October 2013
Bed Bath & Beyond June 2011 - July 2012
Fracesca's January 2009 - July 2010
Skills
Retail, Retail Sales, Inventory Management, Cashiering, Customer Service, Sales, Time Management, Customer Satisfaction, Financial Analysis, Telephone Skills, Life Insurance, Whole Life, Retirement Planning, Facebook, Annuity Sales, Strategic Financial..., Retirement Plan..., Term Life Insurance, Cold Calling, Leadership, Phone Etiquette, Data Entry, Access, Outlook, Customer Retention, Finance, Insurance, Teamwork, Microsoft Excel, Microsoft Office, PowerPoint
Education
Temple University - Fox School of Business and Management 2009 — 2014
Bachelor of Business Administration (BBA), Marketing
SEI September 2015 - Present
SEI April 2014 - September 2015
Ted's Montana Grill November 2013 - April 2014
Northwestern Mutual January 2013 - October 2013
Bed Bath & Beyond June 2011 - July 2012
Fracesca's January 2009 - July 2010
Skills
Retail, Retail Sales, Inventory Management, Cashiering, Customer Service, Sales, Time Management, Customer Satisfaction, Financial Analysis, Telephone Skills, Life Insurance, Whole Life, Retirement Planning, Facebook, Annuity Sales, Strategic Financial..., Retirement Plan..., Term Life Insurance, Cold Calling, Leadership, Phone Etiquette, Data Entry, Access, Outlook, Customer Retention, Finance, Insurance, Teamwork, Microsoft Excel, Microsoft Office, PowerPoint
Education
Temple University - Fox School of Business and Management 2009 — 2014
Bachelor of Business Administration (BBA), Marketing
Maggie Grzybek's SEI Experience October 2013 - Present
Job Staff Internal Auditor at SEI
Industry Financial Services
Experience
SEI October 2013 - Present
SEI October 2006 - October 2013
Skills
Fixed Assets, Reconcilement, General Ledger, Chart of Accounts, Financial Accounting, Financial Reporting, Variance Explanations, Variance Analysis, Monthly Close Process, Journal Entries, Press Release Drafting, Cash Flow Statements, Accruals, Liquidation, Infinium, AS400 system, Compilation Of..., GAAP
Education
Temple University - Fox School of Business and Management 2002 — 2006
Bachelor of Business Administration (B.B.A.), Accounting
SEI October 2013 - Present
SEI October 2006 - October 2013
Skills
Fixed Assets, Reconcilement, General Ledger, Chart of Accounts, Financial Accounting, Financial Reporting, Variance Explanations, Variance Analysis, Monthly Close Process, Journal Entries, Press Release Drafting, Cash Flow Statements, Accruals, Liquidation, Infinium, AS400 system, Compilation Of..., GAAP
Education
Temple University - Fox School of Business and Management 2002 — 2006
Bachelor of Business Administration (B.B.A.), Accounting
Stephanie Burton Stephanie Burton's SEI Experience July 2007 - February 2012
Job Director. at SB Consulting
Industry Financial Services
Experience
SB Consulting February 2012 - Present
SEI July 2007 - February 2012
Rothschild June 2006 - August 2006
T-Mobile UK October 2005 - April 2006
Ernst & Young June 2005 - September 2005
McLagan July 2004 - September 2004
Bank of America July 2003 - July 2003
Skills
Project Management, Technology Solutions, Relationship Management, Vendor Relationships, PRINCE2, ITIL Certified, Release Management, User Acceptance Testing, Operations Management, Vendor Management, Financial Services, Business Process..., Wealth Management, Outsourcing, Pensions, Portfolio Management, Stakeholder Management, Retirement Planning, Bonds, Investment Management, Fixed Income, Fund Of Funds, Back Office, Business Relationship..., Mutual Funds, Banking, Financial Risk, Business Analysis, Derivatives, Wealth Management..., Asset Allocation, Alternative Investments, Investment Strategies, Strategic Financial..., Investment Advisory, Financial Advisory, Global Custody, Asset Management, Fund Administration, Hedge Funds, Equities, Private Banking, Investments, Securities, Corporate Actions
Education
London School of Economics and Political Science
Bachelor of Science (BSc), Accounting and Finance
St Albans Girls School
Wheatfields
SB Consulting February 2012 - Present
SEI July 2007 - February 2012
Rothschild June 2006 - August 2006
T-Mobile UK October 2005 - April 2006
Ernst & Young June 2005 - September 2005
McLagan July 2004 - September 2004
Bank of America July 2003 - July 2003
Skills
Project Management, Technology Solutions, Relationship Management, Vendor Relationships, PRINCE2, ITIL Certified, Release Management, User Acceptance Testing, Operations Management, Vendor Management, Financial Services, Business Process..., Wealth Management, Outsourcing, Pensions, Portfolio Management, Stakeholder Management, Retirement Planning, Bonds, Investment Management, Fixed Income, Fund Of Funds, Back Office, Business Relationship..., Mutual Funds, Banking, Financial Risk, Business Analysis, Derivatives, Wealth Management..., Asset Allocation, Alternative Investments, Investment Strategies, Strategic Financial..., Investment Advisory, Financial Advisory, Global Custody, Asset Management, Fund Administration, Hedge Funds, Equities, Private Banking, Investments, Securities, Corporate Actions
Education
London School of Economics and Political Science
Bachelor of Science (BSc), Accounting and Finance
St Albans Girls School
Wheatfields
Christopher Keith Columbus Christopher Keith Columbus's SEI Experience July 1984 - April 2002
Job Realtor, Independent Contractor
Industry Real Estate
Experience
Coldwell Banker Apex, Realtors June 2013 - Present
Farris Properties September 2003 - Present
Prudential Texas Properties June 2002 - June 2013
SEI July 1984 - April 2002
Sonitrol June 1982 - July 1984
Skills
REO, Foreclosures, Single Family Homes, Buyers, Property Management, Condos, Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, COBOL, QuickBooks, HTML, MS Project, MS-DOS, Windows, Basics of Unix, Ubuntu, Outlook, PowerPoint, Technical Support, Buyer's Agent, ePro Certified, 401k, TSO, ISPF, File-Aid, FTP, Xpediter, Disaster Recovery, Photoshop Lightroom5, Graduate, REALTOR®...
Education
Texas State Technical College Harlingen 1980 — 1982
Associate of Science (A.S.), Information Technology
Coldwell Banker Apex, Realtors June 2013 - Present
Farris Properties September 2003 - Present
Prudential Texas Properties June 2002 - June 2013
SEI July 1984 - April 2002
Sonitrol June 1982 - July 1984
Skills
REO, Foreclosures, Single Family Homes, Buyers, Property Management, Condos, Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, COBOL, QuickBooks, HTML, MS Project, MS-DOS, Windows, Basics of Unix, Ubuntu, Outlook, PowerPoint, Technical Support, Buyer's Agent, ePro Certified, 401k, TSO, ISPF, File-Aid, FTP, Xpediter, Disaster Recovery, Photoshop Lightroom5, Graduate, REALTOR®...
Education
Texas State Technical College Harlingen 1980 — 1982
Associate of Science (A.S.), Information Technology
Brandon Scher Brandon Scher's SEI Experience 2008 - 2009
Job Branch Services Representative at Lincoln Investment Planning
Industry Financial Services
Experience
Lincoln Investment Planning June 2013 - Present
Janney Montgomery Scott 2009 - 2013
Janney Montgomery Scott 2010 - 2012
Janney Montgomery Scott 2009 - 2010
SEI 2008 - 2009
SEI 2006 - 2008
MetLife 2005 - 2006
Skills
Wealth Management, Financial Services, Finance, Cost Basis Reporting, IRAs, Series 7
Education
Temple University - Fox School of Business and Management
Bachelor of Business Administration (B.B.A.)
Lincoln Investment Planning June 2013 - Present
Janney Montgomery Scott 2009 - 2013
Janney Montgomery Scott 2010 - 2012
Janney Montgomery Scott 2009 - 2010
SEI 2008 - 2009
SEI 2006 - 2008
MetLife 2005 - 2006
Skills
Wealth Management, Financial Services, Finance, Cost Basis Reporting, IRAs, Series 7
Education
Temple University - Fox School of Business and Management
Bachelor of Business Administration (B.B.A.)
Akwasi Amankwaa's SEI Experience January 2014 - February 2014
Job IT Analyst at Comcast
Industry Information Technology and Services
Experience
Comcast March 2014 - Present
SEI January 2014 - February 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Accounting, Customer Service, Teamwork, Research, Strategic Planning, Team Leadership, Financial Analysis, Public Speaking, Social Media, Project Management, Budgets, Analysis, Time Management
Education
Temple University - Fox School of Business and Management 2009 — 2013
Bachelor's Degree, Accounting
Achimota Secondary School 2005 — 2008
High School
Comcast March 2014 - Present
SEI January 2014 - February 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Accounting, Customer Service, Teamwork, Research, Strategic Planning, Team Leadership, Financial Analysis, Public Speaking, Social Media, Project Management, Budgets, Analysis, Time Management
Education
Temple University - Fox School of Business and Management 2009 — 2013
Bachelor's Degree, Accounting
Achimota Secondary School 2005 — 2008
High School
Judy Chaverri Judy Chaverri's SEI Experience March 2013 - August 2013
Job Student at Villanova University School of Law
Industry Law Practice
Experience
Clinic for Asylum, Refugee and Emigrant Services August 2015 - Present
Chester County District Attorney's Office May 2015 - Present
HIAS January 2015 - June 2015
Law Office of Helena Astolfi January 2015 - May 2015
Arias & Muñoz June 2014 - July 2014
SEI March 2013 - August 2013
SEI December 2011 - February 2013
Philadelphia District Attorney's Office January 2010 - June 2011
Philadelphia Flyers September 2010 - December 2010
ATD American Co. January 2009 - August 2010
Skills
Microsoft Excel, Microsoft Office, Market Research, Customer Service, Marketing, Spanish, Team Leadership, Financial Analysis, Leadership, Event Planning, Strategic Planning, Marketing Communications, Data Analysis, Process Improvement, Access, Legal Research, Alternative Investments, Legal Writing, Investment Management, Investran, OnBase, Hedge Funds, Private Equity, Legal
Education
Villanova University School of Law 2013 — 2016
Doctor of Law (J.D.)
Temple University - Fox School of Business and Management 2007 — 2011
Bachelor of Business Administration (B.B.A.), Marketing, Legal Studies
Clinic for Asylum, Refugee and Emigrant Services August 2015 - Present
Chester County District Attorney's Office May 2015 - Present
HIAS January 2015 - June 2015
Law Office of Helena Astolfi January 2015 - May 2015
Arias & Muñoz June 2014 - July 2014
SEI March 2013 - August 2013
SEI December 2011 - February 2013
Philadelphia District Attorney's Office January 2010 - June 2011
Philadelphia Flyers September 2010 - December 2010
ATD American Co. January 2009 - August 2010
Skills
Microsoft Excel, Microsoft Office, Market Research, Customer Service, Marketing, Spanish, Team Leadership, Financial Analysis, Leadership, Event Planning, Strategic Planning, Marketing Communications, Data Analysis, Process Improvement, Access, Legal Research, Alternative Investments, Legal Writing, Investment Management, Investran, OnBase, Hedge Funds, Private Equity, Legal
Education
Villanova University School of Law 2013 — 2016
Doctor of Law (J.D.)
Temple University - Fox School of Business and Management 2007 — 2011
Bachelor of Business Administration (B.B.A.), Marketing, Legal Studies
Hallie Richwine Hallie Richwine's SEI Experience October 2007 - January 2008
Job Account Representative I at Sterling Jewelers
Industry Retail
Experience
Sterling Jewelers March 2011 - May 2014
SEI October 2007 - January 2008
Vanguard March 2004 - October 2007
Skills
Account Reconciliation, Risk Management, Accounting
Education
The University of Akron 2008 — 2010
Bachelor of Arts (B.A.), Interdisciplinary Anthropology
Sterling Jewelers March 2011 - May 2014
SEI October 2007 - January 2008
Vanguard March 2004 - October 2007
Skills
Account Reconciliation, Risk Management, Accounting
Education
The University of Akron 2008 — 2010
Bachelor of Arts (B.A.), Interdisciplinary Anthropology
Julie Cannaday Julie Cannaday's SEI Experience 1990 - 1993
Job Communications Consultant at Milliman
Industry Financial Services
Experience
Milliman 1995 - Present
Southwest Airlines 1993 - 1995
SEI 1990 - 1993
Skills
Defined Benefit, Retirement, 401k, Pensions, Employee Benefits, Business Relationship..., Public Speaking, Medicare, Retirement Planning, Benefits Administration, Health Insurance, Financial Services, Investments, Training, Strategic Communications, Strategy, Insurance, Program Management, Management, Team Building, Leadership
Education
The University of Texas at Arlington - College of Business 1985 — 1990
BBA, Finance
Milliman 1995 - Present
Southwest Airlines 1993 - 1995
SEI 1990 - 1993
Skills
Defined Benefit, Retirement, 401k, Pensions, Employee Benefits, Business Relationship..., Public Speaking, Medicare, Retirement Planning, Benefits Administration, Health Insurance, Financial Services, Investments, Training, Strategic Communications, Strategy, Insurance, Program Management, Management, Team Building, Leadership
Education
The University of Texas at Arlington - College of Business 1985 — 1990
BBA, Finance
Lisa Van Ess's SEI Experience October 2005 - May 2012
Job Human Resources, Business and Relationship Leader
Industry Human Resources
Experience
NIIT Technologies Limited 2015 - Present
Full Circle Computing 2014 - 2014
CBI Group 2012 - 2014
SEI October 2005 - May 2012
SEI Investments 2001 - October 2005
Katron 1999 - 2001
GE Capital ITS - Information Technology Solutions 1997 - 1999
Entex Information Services 1994 - 1996
Skills
HR Leadership, Talent Development, Talent Management, Talent Acquisition, Talent Assessment, Technical Recruiting, Sales Recruitment, Executive Coaching, Executive Search, Executive Management, Business Planning, Employee Relations, Employee Engagement, Leadership Development, Strategic Leadership, Solution Design, Program Development, Strategy Facilitation, Training & Development, Coaching, Public Speaking, Predictive Index..., ITIL Certified, Human Resources, Recruiting, Performance Management, Training, Deferred Compensation, Management, Succession Planning, Leadership, Solution Architecture, Team Leadership, College Recruiting, Internet Recruiting, Staff Development, HR Consulting, Strategic Planning, HR Policies, Strategy, Program Management, Onboarding, Vendor Management, Change Management, Temporary Placement, Personnel Management, Policy, Team Building, Organizational..., Career Counseling
Education
The College of New Jersey
Bachelor of Science (B.S.), Biology, Life Sciences, Art
Hackettstown High School, Hackettstown, NJ
NIIT Technologies Limited 2015 - Present
Full Circle Computing 2014 - 2014
CBI Group 2012 - 2014
SEI October 2005 - May 2012
SEI Investments 2001 - October 2005
Katron 1999 - 2001
GE Capital ITS - Information Technology Solutions 1997 - 1999
Entex Information Services 1994 - 1996
Skills
HR Leadership, Talent Development, Talent Management, Talent Acquisition, Talent Assessment, Technical Recruiting, Sales Recruitment, Executive Coaching, Executive Search, Executive Management, Business Planning, Employee Relations, Employee Engagement, Leadership Development, Strategic Leadership, Solution Design, Program Development, Strategy Facilitation, Training & Development, Coaching, Public Speaking, Predictive Index..., ITIL Certified, Human Resources, Recruiting, Performance Management, Training, Deferred Compensation, Management, Succession Planning, Leadership, Solution Architecture, Team Leadership, College Recruiting, Internet Recruiting, Staff Development, HR Consulting, Strategic Planning, HR Policies, Strategy, Program Management, Onboarding, Vendor Management, Change Management, Temporary Placement, Personnel Management, Policy, Team Building, Organizational..., Career Counseling
Education
The College of New Jersey
Bachelor of Science (B.S.), Biology, Life Sciences, Art
Hackettstown High School, Hackettstown, NJ
Nova Tavana Nova Tavana's SEI Experience September 2010 - March 2011
Job Senior Business System Analyst at Epsilon
Industry Information Technology and Services
Experience
Epsilon February 2014 - Present
Ansira May 2013 - October 2013
Targetbase March 2011 - April 2013
SEI September 2010 - March 2011
WCI Consulting October 2007 - July 2010
AT&T Wireless October 2006 - October 2007
Skills
Business Objects, Unica, Neolane, Tidal Enterprise..., Informatica, Brio Query, Analytics, Data Warehousing, Databases, Project Management, SDLC, Web Analytics, Oracle
Education
The University of Texas at Dallas 2004 — 2007
MIS (Managment Information Systems), Bachelor's in Science
Epsilon February 2014 - Present
Ansira May 2013 - October 2013
Targetbase March 2011 - April 2013
SEI September 2010 - March 2011
WCI Consulting October 2007 - July 2010
AT&T Wireless October 2006 - October 2007
Skills
Business Objects, Unica, Neolane, Tidal Enterprise..., Informatica, Brio Query, Analytics, Data Warehousing, Databases, Project Management, SDLC, Web Analytics, Oracle
Education
The University of Texas at Dallas 2004 — 2007
MIS (Managment Information Systems), Bachelor's in Science
Aidan Mitchell Aidan Mitchell's SEI Experience October 2005 - September 2010
Job Vice President of Investor Relations at Citco Fund Services
Industry Financial Services
Experience
The Citco Group of Companies May 2015 - Present
The Citco Group of Companies November 2011 - May 2015
Citi September 2010 - November 2011
SEI October 2005 - September 2010
Independent Trustee Company June 2004 - October 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Photoshop, Public Speaking, Editing
Education
University of Ulster 1998 — 2003
Bachelor of Science (BSc), Business Finance and Investments
St.Patrick's Grammar School, Armagh 1991 — 1998
The Citco Group of Companies May 2015 - Present
The Citco Group of Companies November 2011 - May 2015
Citi September 2010 - November 2011
SEI October 2005 - September 2010
Independent Trustee Company June 2004 - October 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Photoshop, Public Speaking, Editing
Education
University of Ulster 1998 — 2003
Bachelor of Science (BSc), Business Finance and Investments
St.Patrick's Grammar School, Armagh 1991 — 1998
Srinivas Pothukuchi Srinivas Pothukuchi's SEI Experience 2005 - January 2009
Job Enterprise Architect/Sales Consultant SOA/BPM/Integration/Security/Mobile Platform at Oracle
Industry Information Technology and Services
Experience
Oracle September 2013 - Present
Oracle November 2011 - August 2013
TD Bank February 2009 - October 2011
SEI Investments January 2005 - January 2009
SEI 2005 - January 2009
Comcast 2004 - 2005
BEA Systems 1999 - 2004
PECO Energy 1998 - 1999
Bentley Systems 1996 - 1998
Intelligraphics 1995 - 1996
Skills
Solution Architecture, Management Consulting, Consulting, SOA, Enterprise Architecture, Integration, Weblogic, Oracle, Business Intelligence, SDLC, Requirements Analysis, Enterprise Software, Vendor Management, PMP, Databases, Java Enterprise Edition, Architecture, Web Services, JMS, Business Process Design, Spring, Middleware, Oracle SOA Suite, Software Design, Technical Architecture, Software Project..., Portals, EAI, Security, High Availability, CRM, Data Warehousing, IT Strategy, Data Modeling, Master Data Management, Agile Methodologies, Cloud Computing, ESB, Architectures, Pre-sales, Oracle Fusion Middleware, Application Architecture, WebLogic
Education
University of Alabama in Huntsville 1989 — 1990
MS, Computer Engg and Sc
Oracle September 2013 - Present
Oracle November 2011 - August 2013
TD Bank February 2009 - October 2011
SEI Investments January 2005 - January 2009
SEI 2005 - January 2009
Comcast 2004 - 2005
BEA Systems 1999 - 2004
PECO Energy 1998 - 1999
Bentley Systems 1996 - 1998
Intelligraphics 1995 - 1996
Skills
Solution Architecture, Management Consulting, Consulting, SOA, Enterprise Architecture, Integration, Weblogic, Oracle, Business Intelligence, SDLC, Requirements Analysis, Enterprise Software, Vendor Management, PMP, Databases, Java Enterprise Edition, Architecture, Web Services, JMS, Business Process Design, Spring, Middleware, Oracle SOA Suite, Software Design, Technical Architecture, Software Project..., Portals, EAI, Security, High Availability, CRM, Data Warehousing, IT Strategy, Data Modeling, Master Data Management, Agile Methodologies, Cloud Computing, ESB, Architectures, Pre-sales, Oracle Fusion Middleware, Application Architecture, WebLogic
Education
University of Alabama in Huntsville 1989 — 1990
MS, Computer Engg and Sc
Amanda M. Rashid Amanda M. Rashid's SEI Experience July 2011 - July 2012
Job Fund Associate at Philadelphia School Partnership
Industry Education Management
Experience
Philadelphia School Partnership August 2015 - Present
Clinton Global Initiative February 2014 - August 2015
Council on Foreign Relations September 2013 - December 2013
United Nations May 2013 - August 2013
American Chamber of Commerce in Egypt September 2012 - April 2013
SEI July 2011 - July 2012
Education
Temple University - Fox School of Business and Management 2007 — 2011
Bachelor of Business Administration (BBA), Risk Management, Cum Laude
The American University in Cairo 2012 — 2013
International Development and Economics, Graduate University Fellow
Philadelphia School Partnership August 2015 - Present
Clinton Global Initiative February 2014 - August 2015
Council on Foreign Relations September 2013 - December 2013
United Nations May 2013 - August 2013
American Chamber of Commerce in Egypt September 2012 - April 2013
SEI July 2011 - July 2012
Education
Temple University - Fox School of Business and Management 2007 — 2011
Bachelor of Business Administration (BBA), Risk Management, Cum Laude
The American University in Cairo 2012 — 2013
International Development and Economics, Graduate University Fellow
Patrick Carbone Patrick Carbone's SEI Experience July 2014 - Present
Job Internal Accounts Executive at SEI
Industry Financial Services
Experience
SEI July 2014 - Present
Foxwoods Resort Casino June 2013 - August 2013
Morgan Stanley Wealth Management June 2012 - August 2012
Skills
3D, Microsoft Word, PowerPoint, iShares, Bill Good Marketing, Microsoft Excel
Education
Trinity College-Hartford 2010 — 2014
Bachelor of Science (BS), Economics
SEI July 2014 - Present
Foxwoods Resort Casino June 2013 - August 2013
Morgan Stanley Wealth Management June 2012 - August 2012
Skills
3D, Microsoft Word, PowerPoint, iShares, Bill Good Marketing, Microsoft Excel
Education
Trinity College-Hartford 2010 — 2014
Bachelor of Science (BS), Economics
Timothy Malloy's SEI Experience 2007 - November 2009
Job Commercial Loan Review Specialist at First Niagara Bank
Industry Financial Services
Experience
First Niagara Bank November 2014 - Present
First Niagara Bank July 2012 - November 2014
PNC November 2009 - July 2012
SEI 2007 - November 2009
Skills
Portfolio Management, Commercial Lending, Loans, Financial Analysis, Credit
Education
Temple University - Fox School of Business and Management 2012 — 2015
Master of Business Administration (MBA)
Temple University - Fox School of Business and Management 2003 — 2007
Bachelor of Business Administration (BBA), Finance and Real Estate
First Niagara Bank November 2014 - Present
First Niagara Bank July 2012 - November 2014
PNC November 2009 - July 2012
SEI 2007 - November 2009
Skills
Portfolio Management, Commercial Lending, Loans, Financial Analysis, Credit
Education
Temple University - Fox School of Business and Management 2012 — 2015
Master of Business Administration (MBA)
Temple University - Fox School of Business and Management 2003 — 2007
Bachelor of Business Administration (BBA), Finance and Real Estate
Ken Benton's SEI Experience November 2013 - Present
Job Marketer
Industry Financial Services
Experience
SEI November 2013 - Present
Bank of America August 2010 - November 2013
AON Affinity Insurance Services September 2008 - August 2010
PC Helps February 2008 - September 2008
AON Affinity Insurance Services July 2006 - February 2008
Unisys 2005 - July 2006
Commerce Bank November 2002 - November 2005
Skills
Project Planning, Direct Marketing, Email Marketing, Marketing Strategy, Salesforce.com, Analytics, Social Media Marketing, Marketing Communications, Lead Generation, Multi-channel Marketing, Account Management, Direct Mail, Marketing, New Business Development, Online Advertising, B2B, Integrated Marketing, Sales, Database Marketing, Marketing Management, Social Media, Advertising, Trade Shows, Market Planning, Leadership
Education
Temple University - Fox School of Business and Management 2001 — 2006
Marketing, Business Administration
SEI November 2013 - Present
Bank of America August 2010 - November 2013
AON Affinity Insurance Services September 2008 - August 2010
PC Helps February 2008 - September 2008
AON Affinity Insurance Services July 2006 - February 2008
Unisys 2005 - July 2006
Commerce Bank November 2002 - November 2005
Skills
Project Planning, Direct Marketing, Email Marketing, Marketing Strategy, Salesforce.com, Analytics, Social Media Marketing, Marketing Communications, Lead Generation, Multi-channel Marketing, Account Management, Direct Mail, Marketing, New Business Development, Online Advertising, B2B, Integrated Marketing, Sales, Database Marketing, Marketing Management, Social Media, Advertising, Trade Shows, Market Planning, Leadership
Education
Temple University - Fox School of Business and Management 2001 — 2006
Marketing, Business Administration
Yephim Shkitko Yephim Shkitko's SEI Experience September 2014 - Present
Job Treasury Analyst at SEI
Industry Financial Services
Experience
SEI September 2014 - Present
Copper Beech Financial Group September 2013 - January 2014
The Philly Apartment Company May 2013 - August 2013
Pennscapes, Inc. May 2012 - January 2013
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Research, DCF Valuation, Financial Modeling, Financial Analysis, Security Analysis, Public Speaking, Teamwork, Leadership, Finance, Treasury Management
Education
Temple University - Fox School of Business and Management 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General, Economics
SEI September 2014 - Present
Copper Beech Financial Group September 2013 - January 2014
The Philly Apartment Company May 2013 - August 2013
Pennscapes, Inc. May 2012 - January 2013
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Research, DCF Valuation, Financial Modeling, Financial Analysis, Security Analysis, Public Speaking, Teamwork, Leadership, Finance, Treasury Management
Education
Temple University - Fox School of Business and Management 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General, Economics
David Newsom David Newsom's SEI Experience 1988 - 1996
Job Investment Oversight and Risk Analysis for Insurers
Industry Financial Services
Experience
Peer Analytics 1999 - Present
Strategic Asset Allocation 1997 - 1998
SEI 1988 - 1996
Sunkist Growers 1986 - 1988
Skills
Financial Modeling, Investments, Financial Analysis, Asset Managment, Due Diligence, Corporate Finance, Strategic Financial..., Capital Markets, Asset Allocation, ALM, Enterprise Risk..., Alternative Investments, Risk Management, Insurance, Fixed Income, Analysis, Investment Strategies, Strategy, Asset Management, Mutual Funds
Education
UCLA Anderson School of Management
MBA, Finance
Whittier College
BA (high honors), Mathematics and Economics
Peer Analytics 1999 - Present
Strategic Asset Allocation 1997 - 1998
SEI 1988 - 1996
Sunkist Growers 1986 - 1988
Skills
Financial Modeling, Investments, Financial Analysis, Asset Managment, Due Diligence, Corporate Finance, Strategic Financial..., Capital Markets, Asset Allocation, ALM, Enterprise Risk..., Alternative Investments, Risk Management, Insurance, Fixed Income, Analysis, Investment Strategies, Strategy, Asset Management, Mutual Funds
Education
UCLA Anderson School of Management
MBA, Finance
Whittier College
BA (high honors), Mathematics and Economics
Brett Mermelstein Brett Mermelstein's SEI Experience December 2012 - Present
Job Investor Services
Industry Financial Services
Experience
SEI December 2012 - Present
reInvention LLC January 2012 - June 2012
California State Assembly August 2011 - December 2011
Lincoln Financial Advisors December 2010 - April 2011
Skills
PowerPoint, Customer Relations, Social Media, Customer Service, Research, New Business Development, Mutual Funds, Hedge Funds, Investments, Market Research, Data Analysis, Financial Analysis, Marketing Research, Analysis, Quantitative Research, Public Speaking
Education
Temple University - Fox School of Business and Management 2007 — 2011
BBA, Economics
Lower Moreland High School 2003 — 2007
SEI December 2012 - Present
reInvention LLC January 2012 - June 2012
California State Assembly August 2011 - December 2011
Lincoln Financial Advisors December 2010 - April 2011
Skills
PowerPoint, Customer Relations, Social Media, Customer Service, Research, New Business Development, Mutual Funds, Hedge Funds, Investments, Market Research, Data Analysis, Financial Analysis, Marketing Research, Analysis, Quantitative Research, Public Speaking
Education
Temple University - Fox School of Business and Management 2007 — 2011
BBA, Economics
Lower Moreland High School 2003 — 2007
Andrew Gabriel Andrew Gabriel's SEI Experience May 2013 - June 2014
Job Financial Modeler I at Fannie Mae
Industry Financial Services
Experience
Fannie Mae February 2015 - Present
SEI May 2013 - June 2014
Johnson & Johnson May 2012 - August 2012
FinPro, Inc. June 2010 - July 2011
Skills
Microsoft Excel, Competitive Analysis, Microsoft Word, PowerPoint, Bloomberg, Financial Analysis, R, Apptio
Education
The Johns Hopkins University - Carey Business School 2014 — 2017
Master of Business Administration (MBA)
The Johns Hopkins University 2014 — 2017
Master of Science (MS), Applied Economics
Villanova University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Economics and Finance, Cum Laude
Fannie Mae February 2015 - Present
SEI May 2013 - June 2014
Johnson & Johnson May 2012 - August 2012
FinPro, Inc. June 2010 - July 2011
Skills
Microsoft Excel, Competitive Analysis, Microsoft Word, PowerPoint, Bloomberg, Financial Analysis, R, Apptio
Education
The Johns Hopkins University - Carey Business School 2014 — 2017
Master of Business Administration (MBA)
The Johns Hopkins University 2014 — 2017
Master of Science (MS), Applied Economics
Villanova University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Economics and Finance, Cum Laude
Abhilash Rajan Abhilash Rajan's SEI Experience August 2012 - December 2012
Job Associate Accountant at MetLife
Industry Insurance
Experience
MetLife April 2013 - Present
PwC December 2012 - April 2013
SEI August 2012 - December 2012
Skills
Auditing, Account Reconciliation, Financial Analysis, Journal Entries, Tax, PeopleSoft, Bank Reconciliation, Tax Preparation, Microsoft Excel, Accounting, Finance, Software Documentation, Financial Reporting
Education
Temple University - Fox School of Business and Management 2006 — 2012
Bachelor of Business Administration (BBA), Accounting and Finance
MetLife April 2013 - Present
PwC December 2012 - April 2013
SEI August 2012 - December 2012
Skills
Auditing, Account Reconciliation, Financial Analysis, Journal Entries, Tax, PeopleSoft, Bank Reconciliation, Tax Preparation, Microsoft Excel, Accounting, Finance, Software Documentation, Financial Reporting
Education
Temple University - Fox School of Business and Management 2006 — 2012
Bachelor of Business Administration (BBA), Accounting and Finance
Jeanne Taylor Jeanne Taylor's SEI Experience September 1993 - August 1999
Job Instructor at Greek Peak Mountain Resort & Hope Lake Lodge
Industry Leisure, Travel & Tourism
Experience
Greek Peak Mountain Resort & Hope Lake Lodge November 2009 - Present
SEI September 1993 - August 1999
US Navy May 1987 - August 1996
Skills
Construction, Construction Management, Microsoft Office, Team Building, Customer Service, Social Media, Program Management, Leadership Development, Microsoft Excel
Education
The George Washington University 1996 — 1997
Master of Business Administration (MBA), Finance, General
United States Naval Academy 1983 — 1987
Bachelor of Science (BS), Aerospace Engineering
Greek Peak Mountain Resort & Hope Lake Lodge November 2009 - Present
SEI September 1993 - August 1999
US Navy May 1987 - August 1996
Skills
Construction, Construction Management, Microsoft Office, Team Building, Customer Service, Social Media, Program Management, Leadership Development, Microsoft Excel
Education
The George Washington University 1996 — 1997
Master of Business Administration (MBA), Finance, General
United States Naval Academy 1983 — 1987
Bachelor of Science (BS), Aerospace Engineering
Devin Hager Devin Hager's SEI Experience October 2006 - August 2007
Job Brokerage Associate at Vanguard
Industry Financial Services
Experience
Vanguard July 2014 - Present
Vanguard September 2013 - July 2014
The Pagano Law Firm 2010 - September 2013
David Dodge 2010 - August 2013
Academy of Cognitive Therapy May 2008 - August 2008
SEI October 2006 - August 2007
Skills
Legal Writing, Civil Litigation, Management, Legal Assistance, Policy, Legal Compliance, Data Analysis, Microsoft Excel, Research, Microsoft Office, PowerPoint, Legal Research, Proposal Writing, Microsoft Word, Public Speaking, Customer Service, Qualitative Research, Team Leadership, Social Media, Budgets, Employment Law, Civil Rights, Financial Analysis
Education
Temple University - James E. Beasley School of Law 2007 — 2010
JD
University of Pittsburgh 2001 — 2005
B.A., Economics & Political Science
Vanguard July 2014 - Present
Vanguard September 2013 - July 2014
The Pagano Law Firm 2010 - September 2013
David Dodge 2010 - August 2013
Academy of Cognitive Therapy May 2008 - August 2008
SEI October 2006 - August 2007
Skills
Legal Writing, Civil Litigation, Management, Legal Assistance, Policy, Legal Compliance, Data Analysis, Microsoft Excel, Research, Microsoft Office, PowerPoint, Legal Research, Proposal Writing, Microsoft Word, Public Speaking, Customer Service, Qualitative Research, Team Leadership, Social Media, Budgets, Employment Law, Civil Rights, Financial Analysis
Education
Temple University - James E. Beasley School of Law 2007 — 2010
JD
University of Pittsburgh 2001 — 2005
B.A., Economics & Political Science
Daniel Porcello Daniel Porcello's SEI Experience April 1999 - August 2000
Job CFO at True Green Capital Management LLC
Industry Investment Management
Experience
True Green Capital Management LLC May 2013 - Present
ESL Investments June 2004 - May 2013
GlobeOp Financial Services December 2001 - June 2004
Deephaven Capital Management August 2000 - November 2001
SEI April 1999 - August 2000
State Investment Council, New Mexico April 1998 - April 1999
HSBC Bank Bermuda Limited July 1994 - April 1998
Skills
Hedge Funds, Alternative Investments, Equities, Asset Managment, Fixed Income, Valuation, Middle Office, Bloomberg, CDS, Account Reconciliation, Investments, Swaps, Capital Markets, FX Options, Bonds, Options, Derivatives, Fund Administration, Fund Of Funds, Asset Management, Fund Accounting
Education
The University of Texas at Austin 1991 — 1993
Master's degree, Accounting
True Green Capital Management LLC May 2013 - Present
ESL Investments June 2004 - May 2013
GlobeOp Financial Services December 2001 - June 2004
Deephaven Capital Management August 2000 - November 2001
SEI April 1999 - August 2000
State Investment Council, New Mexico April 1998 - April 1999
HSBC Bank Bermuda Limited July 1994 - April 1998
Skills
Hedge Funds, Alternative Investments, Equities, Asset Managment, Fixed Income, Valuation, Middle Office, Bloomberg, CDS, Account Reconciliation, Investments, Swaps, Capital Markets, FX Options, Bonds, Options, Derivatives, Fund Administration, Fund Of Funds, Asset Management, Fund Accounting
Education
The University of Texas at Austin 1991 — 1993
Master's degree, Accounting
Neil Johnson, CFA Neil Johnson, CFA's SEI Experience 1987 - 1989
Job Head of Sales USA RobecoSAM
Industry Financial Services
Experience
RobecoSAM January 2010 - Present
Credit Suisse November 2005 - 2009
AIG Global Investment Group April 2000 - November 2005
Neuberger Berman June 1994 - April 2000
SEI 1987 - 1989
Skills
Direct Sales, Sales Management, Sales Process, Alternative Investments, Hedge Funds, Asset Managment, Private Equity, Fixed Income, Investments, Equities, Investment Strategies, Portfolio Management, Emerging Markets, Asset Allocation, Investor Relations, Mutual Funds, Investment Management, Series 7
Education
Union College 1975 — 1979
BS, Computer Science; Math
RobecoSAM January 2010 - Present
Credit Suisse November 2005 - 2009
AIG Global Investment Group April 2000 - November 2005
Neuberger Berman June 1994 - April 2000
SEI 1987 - 1989
Skills
Direct Sales, Sales Management, Sales Process, Alternative Investments, Hedge Funds, Asset Managment, Private Equity, Fixed Income, Investments, Equities, Investment Strategies, Portfolio Management, Emerging Markets, Asset Allocation, Investor Relations, Mutual Funds, Investment Management, Series 7
Education
Union College 1975 — 1979
BS, Computer Science; Math
François Carrier François Carrier's SEI Experience July 2005 - Present
Job Portfolio Manager at SEI
Industry Financial Services
Experience
SEI July 2005 - Present
Aon Consulting March 2002 - June 2005
KBSH Capital Management September 2000 - March 2002
ABN AMRO September 1999 - September 2000
Bell Canada May 1997 - September 1998
Metropolitan Life Insurance Company June 1980 - May 1997
Skills
Pensions, Asset Management, Actuarial, Asset Allocation, Retirement, Customer Relations, ALM, Customer Service, Asset Managment, Actuarial Science, Investment Strategies, Investments, Portfolio Management, Fixed Income, Hedge Funds, Investment Management, Alternative Investments, Pension Funds, Wealth Management, Equities, Investment Advisory, Derivatives
Education
Université Laval 1977 — 1980
B. Sc. Act, Actuarial
University of Ottawa 1975 — 1977
Pre-U, 1st Yr, Science and Engineering
SEI July 2005 - Present
Aon Consulting March 2002 - June 2005
KBSH Capital Management September 2000 - March 2002
ABN AMRO September 1999 - September 2000
Bell Canada May 1997 - September 1998
Metropolitan Life Insurance Company June 1980 - May 1997
Skills
Pensions, Asset Management, Actuarial, Asset Allocation, Retirement, Customer Relations, ALM, Customer Service, Asset Managment, Actuarial Science, Investment Strategies, Investments, Portfolio Management, Fixed Income, Hedge Funds, Investment Management, Alternative Investments, Pension Funds, Wealth Management, Equities, Investment Advisory, Derivatives
Education
Université Laval 1977 — 1980
B. Sc. Act, Actuarial
University of Ottawa 1975 — 1977
Pre-U, 1st Yr, Science and Engineering
Manu Phatak's SEI Experience January 2009 - January 2009
Job Python Developer
Industry Information Technology and Services
Experience
Shades of Green Clean 2015 - 2015
MK1 Autohaus May 2011 - December 2011
Fox School of Business College Council of Presidents August 2009 - May 2010
J.P. Morgan June 2009 - August 2009
Temple University August 2008 - May 2009
Association of Management Information Systems August 2008 - May 2009
Sabre Corporation August 2008 - May 2009
Temple University's Ultimate Frisbee Team: Temple Tantrum August 2007 - May 2009
SEI January 2009 - January 2009
J.P. Morgan June 2008 - August 2008
Skills
Data Analysis, Access, PowerPoint, SQL, Microsoft Word, Microsoft Office, Microsoft Excel, Matlab, Visio, Research, Business Analysis, Social Media, Leadership, Analysis, Team Building, Financial Analysis, Information Technology, Requirements Analysis, Econometrics, Python, Object Oriented Design, Business Strategy, Business Process..., Business Intelligence
Education
Temple University - Fox School of Business and Management 2006 — 2011
Bachelor's Degree, Business Administration and Management, Management Information Systems And Finance, 3.21
Shades of Green Clean 2015 - 2015
MK1 Autohaus May 2011 - December 2011
Fox School of Business College Council of Presidents August 2009 - May 2010
J.P. Morgan June 2009 - August 2009
Temple University August 2008 - May 2009
Association of Management Information Systems August 2008 - May 2009
Sabre Corporation August 2008 - May 2009
Temple University's Ultimate Frisbee Team: Temple Tantrum August 2007 - May 2009
SEI January 2009 - January 2009
J.P. Morgan June 2008 - August 2008
Skills
Data Analysis, Access, PowerPoint, SQL, Microsoft Word, Microsoft Office, Microsoft Excel, Matlab, Visio, Research, Business Analysis, Social Media, Leadership, Analysis, Team Building, Financial Analysis, Information Technology, Requirements Analysis, Econometrics, Python, Object Oriented Design, Business Strategy, Business Process..., Business Intelligence
Education
Temple University - Fox School of Business and Management 2006 — 2011
Bachelor's Degree, Business Administration and Management, Management Information Systems And Finance, 3.21
William Fraser William Fraser's SEI Experience June 2015 - Present
Job U.S. Asset Management Distribution at SEI
Industry Financial Services
Experience
SEI June 2015 - Present
SEI February 2014 - Present
State Farm August 2013 - February 2014
New York Life Insurance Company May 2012 - July 2013
Citi July 2011 - August 2011
Skills
General Securities..., Series 7, Series 63, Analysis, Research, Public Speaking, Customer Service, Microsoft Word, Sales, Sales Process, Customer Acquisition, Relationship Management, Building Relationships, Problem Solving, Teamwork, MS Office, Access,..., Cash Flow, Organization, Business Process, Continuing Education
Education
Temple University - Fox School of Business and Management 2014 — 2017
Master of Business Administration (MBA), Finance
West Virginia University 2008 — 2012
Bachelor of Arts (B.A.), Business Administration and Management, General, 3.4
SEI June 2015 - Present
SEI February 2014 - Present
State Farm August 2013 - February 2014
New York Life Insurance Company May 2012 - July 2013
Citi July 2011 - August 2011
Skills
General Securities..., Series 7, Series 63, Analysis, Research, Public Speaking, Customer Service, Microsoft Word, Sales, Sales Process, Customer Acquisition, Relationship Management, Building Relationships, Problem Solving, Teamwork, MS Office, Access,..., Cash Flow, Organization, Business Process, Continuing Education
Education
Temple University - Fox School of Business and Management 2014 — 2017
Master of Business Administration (MBA), Finance
West Virginia University 2008 — 2012
Bachelor of Arts (B.A.), Business Administration and Management, General, 3.4
Paul Belcher Paul Belcher's SEI Experience December 2013 - May 2014
Job Estimator at Belcher Roofing Corp
Industry Construction
Experience
Belcher Roofing Corp May 2014 - Present
SEI December 2013 - May 2014
Skills
Finance, Management, Team Management, Outlook, Microsoft Excel, Bloomberg, Asset Allocation, Financial Analysis, Investments, Financial Modeling, Portfolio Management, Wealth Management, Asset Management, Contractors, Project Management, Budgets, Contract Negotiation, Microsoft Word, Public Speaking, Construction, PowerPoint, Construction Management, Contract Management, Microsoft Office
Education
Temple University - Fox School of Business and Management 2009 — 2013
Bachelor of Business Administration, FINANCE
Temple University - Fox School of Business and Management 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Belcher Roofing Corp May 2014 - Present
SEI December 2013 - May 2014
Skills
Finance, Management, Team Management, Outlook, Microsoft Excel, Bloomberg, Asset Allocation, Financial Analysis, Investments, Financial Modeling, Portfolio Management, Wealth Management, Asset Management, Contractors, Project Management, Budgets, Contract Negotiation, Microsoft Word, Public Speaking, Construction, PowerPoint, Construction Management, Contract Management, Microsoft Office
Education
Temple University - Fox School of Business and Management 2009 — 2013
Bachelor of Business Administration, FINANCE
Temple University - Fox School of Business and Management 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
ray morrissey ray morrissey's SEI Experience August 2015 - Present
Job Bartender at Wyndham Hotel Group
Industry Financial Services
Experience
SEI August 2015 - Present
Wyndham Hotel Group June 2014 - Present
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Financial Analysis, Project Management, Research, Public Speaking
Education
West Chester University of Pennsylvania 2012 — 2015
Bachelor's Degree, Finance
Temple University - Fox School of Business and Management 2010 — 2011
Bachelor of Science (BS), Finance, General
SEI August 2015 - Present
Wyndham Hotel Group June 2014 - Present
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Financial Analysis, Project Management, Research, Public Speaking
Education
West Chester University of Pennsylvania 2012 — 2015
Bachelor's Degree, Finance
Temple University - Fox School of Business and Management 2010 — 2011
Bachelor of Science (BS), Finance, General
Andrew Pulini's SEI Experience March 2013 - Present
Job Accounting Analyst at SEI
Industry Real Estate
Experience
SEI March 2013 - Present
Prudential Financial May 2012 - November 2012
Penn Mutual April 2011 - August 2011
Skills
Leadership, Management, Finance, Investments, Marketing, Accounting, Customer Service, PowerPoint, Mutual Funds, Financial Analysis, Cold Calling, Photoshop, Microsoft Excel, Microsoft Office, Microsoft Word, Financial Advisory, Financial Modeling, Outlook, Financial Reporting, Sales
Education
Temple University - Fox School of Business and Management 2007 — 2012
BA, Marketing, Real Estate, 3.75
SEI March 2013 - Present
Prudential Financial May 2012 - November 2012
Penn Mutual April 2011 - August 2011
Skills
Leadership, Management, Finance, Investments, Marketing, Accounting, Customer Service, PowerPoint, Mutual Funds, Financial Analysis, Cold Calling, Photoshop, Microsoft Excel, Microsoft Office, Microsoft Word, Financial Advisory, Financial Modeling, Outlook, Financial Reporting, Sales
Education
Temple University - Fox School of Business and Management 2007 — 2012
BA, Marketing, Real Estate, 3.75
William Mantegna William Mantegna's SEI Experience January 2015 - Present
Job Web & Apps Developer at SEI
Industry Information Technology and Services
Experience
SEI January 2015 - Present
InternU May 2014 - January 2015
EXIGIS January 2013 - March 2014
Bill's Heavy Metal Salsa January 2011 - December 2012
Five Below December 2006 - April 2012
Temple University August 2011 - December 2011
Aetna June 2011 - August 2011
Digital Performance GmbH June 2010 - August 2010
Skills
Microsoft Excel, Java, Microsoft Office, Ruby on Rails, Visio, German, HTML + CSS, Analysis, Visual Studio, MS Project, VBA, SQL, Agile Methodologies, JavaScript, Databases, HTML
Education
General Assembly 2013 — 2014
Back-End Web Development
Temple University - Fox School of Business and Management 2008 — 2012
BBA, Management Information Systems, 3.45
Temple University Rome 2010 — 2010
SEI January 2015 - Present
InternU May 2014 - January 2015
EXIGIS January 2013 - March 2014
Bill's Heavy Metal Salsa January 2011 - December 2012
Five Below December 2006 - April 2012
Temple University August 2011 - December 2011
Aetna June 2011 - August 2011
Digital Performance GmbH June 2010 - August 2010
Skills
Microsoft Excel, Java, Microsoft Office, Ruby on Rails, Visio, German, HTML + CSS, Analysis, Visual Studio, MS Project, VBA, SQL, Agile Methodologies, JavaScript, Databases, HTML
Education
General Assembly 2013 — 2014
Back-End Web Development
Temple University - Fox School of Business and Management 2008 — 2012
BBA, Management Information Systems, 3.45
Temple University Rome 2010 — 2010
R.D. Garay R.D. Garay's SEI Experience 1992 - 1994
Job Attorney
Industry Law Practice
Experience
Law Office May 2013 - Present
City of Chicago 2005 - Present
Robard's Xpress April 2004 - November 2004
Crowther Roofing and Sheet Metal of Florida, Inc. June 2003 - September 2003
CRST May 2002 - September 2002
RCN 2000 - 2001
UrbanNet, Inc 1997 - 1999
CCH 1995 - 1997
F.E. Gates 1994 - 1995
SEI 1992 - 1994
Skills
Legal Research, Project Planning, Legal Writing, Contract Negotiation, Resource Management, Compliance, Customer Relations, Strategic Planning, Problem Solving, Research, Contract Management, Logistics, Presentation Development, Business Planning, Mediation, Business Strategy
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2012 — 2015
Master of Business Administration (M.B.A.), Entrepreneurship
The John Marshall Law School 2007 — 2011
Juris Doctorate (J.D.), Law
University of Illinois at Chicago 1992 — 1994
Bachelor of Science (B.S.), Marketing
South Suburban College 1990 — 1992
Associate in Science (A.S.), Business Administration
Law Office May 2013 - Present
City of Chicago 2005 - Present
Robard's Xpress April 2004 - November 2004
Crowther Roofing and Sheet Metal of Florida, Inc. June 2003 - September 2003
CRST May 2002 - September 2002
RCN 2000 - 2001
UrbanNet, Inc 1997 - 1999
CCH 1995 - 1997
F.E. Gates 1994 - 1995
SEI 1992 - 1994
Skills
Legal Research, Project Planning, Legal Writing, Contract Negotiation, Resource Management, Compliance, Customer Relations, Strategic Planning, Problem Solving, Research, Contract Management, Logistics, Presentation Development, Business Planning, Mediation, Business Strategy
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2012 — 2015
Master of Business Administration (M.B.A.), Entrepreneurship
The John Marshall Law School 2007 — 2011
Juris Doctorate (J.D.), Law
University of Illinois at Chicago 1992 — 1994
Bachelor of Science (B.S.), Marketing
South Suburban College 1990 — 1992
Associate in Science (A.S.), Business Administration
Ravishankar Shivashankar Ravishankar Shivashankar's SEI Experience June 2006 - April 2007
Job Product Marketing Manager at Dell
Industry Information Technology and Services
Experience
Dell January 2014 - Present
Texas A&M University June 2012 - December 2013
Standonme,LLC November 2008 - May 2012
Fujitsu February 2008 - November 2008
ING DIRECT May 2007 - February 2008
SEI June 2006 - April 2007
Ally Financial Inc. April 2005 - June 2006
Unisys April 1999 - March 2004
Oracle December 1998 - April 1999
Skills
Sales, Sales Management, Oracle SQL, New Business Development, Finance, Public Relations, Team Leadership, Economics, Entrepreneurship, Venture Capital, Equity Research, Technology, Marketing Strategy, Market Research, Product Marketing, B2B2C, Oracle, Analytics, Solution Architecture, Business Intelligence, CRM, Testing, SQL, Requirements Analysis, Databases, Enterprise Software, Project Management, Business Analysis, Data Warehousing, Strategy
Education
Texas A&M University 2012 — 2013
Master of Business Administration (MBA), Management, Leadership, Strategy
Widener University 1997 — 1998
Master's degree, Computer Science
Dell January 2014 - Present
Texas A&M University June 2012 - December 2013
Standonme,LLC November 2008 - May 2012
Fujitsu February 2008 - November 2008
ING DIRECT May 2007 - February 2008
SEI June 2006 - April 2007
Ally Financial Inc. April 2005 - June 2006
Unisys April 1999 - March 2004
Oracle December 1998 - April 1999
Skills
Sales, Sales Management, Oracle SQL, New Business Development, Finance, Public Relations, Team Leadership, Economics, Entrepreneurship, Venture Capital, Equity Research, Technology, Marketing Strategy, Market Research, Product Marketing, B2B2C, Oracle, Analytics, Solution Architecture, Business Intelligence, CRM, Testing, SQL, Requirements Analysis, Databases, Enterprise Software, Project Management, Business Analysis, Data Warehousing, Strategy
Education
Texas A&M University 2012 — 2013
Master of Business Administration (MBA), Management, Leadership, Strategy
Widener University 1997 — 1998
Master's degree, Computer Science
James Parnell James Parnell's SEI Experience 1984 - 1985
Job Software Engineering Professional
Industry Computer Software
Experience
Mitel September 2011 - Present
WorldGate Communications April 1998 - May 2011
Franklin Electronic Publishers 1992 - 1998
Advanced Computer Applications, Inc 1987 - 1992
Macro Corporation 1985 - 1987
SEI 1984 - 1985
Skills
C++, Java, JavaScript, C, Linux, Embedded Systems, Multithreaded..., Networking, Java Enterprise Edition, RESTful WebServices, Servlets, Python, Perl, Lua, Unix, High Availability, NETCONF, Diameter, Protocol Development, Realtime Programming, Toolchains, Configuration Management, GNU Make, ClearCase, CVS, RTOS, Operating Systems, Embedded Linux, Shell Scripting, Awk, Software Engineering, Embedded Software, Integration, TCP/IP, Device Drivers, Software Development, SIP, Software Design, XML, Distributed Systems
Education
The University of Georgia 1976 — 1981
B. S., Computer Science
Mitel September 2011 - Present
WorldGate Communications April 1998 - May 2011
Franklin Electronic Publishers 1992 - 1998
Advanced Computer Applications, Inc 1987 - 1992
Macro Corporation 1985 - 1987
SEI 1984 - 1985
Skills
C++, Java, JavaScript, C, Linux, Embedded Systems, Multithreaded..., Networking, Java Enterprise Edition, RESTful WebServices, Servlets, Python, Perl, Lua, Unix, High Availability, NETCONF, Diameter, Protocol Development, Realtime Programming, Toolchains, Configuration Management, GNU Make, ClearCase, CVS, RTOS, Operating Systems, Embedded Linux, Shell Scripting, Awk, Software Engineering, Embedded Software, Integration, TCP/IP, Device Drivers, Software Development, SIP, Software Design, XML, Distributed Systems
Education
The University of Georgia 1976 — 1981
B. S., Computer Science
Tracy Jankus Tracy Jankus's SEI Experience September 2006 - Present
Job Client Solutions Manager at SEI
Industry Financial Services
Experience
SEI September 2006 - Present
SEI December 2004 - September 2006
SEI August 2000 - December 2004
SEI November 1997 - August 2000
North American Trust Company November 1996 - November 1997
National Bank of Alaska February 1993 - November 1996
National Bank of Alaska November 1990 - February 1993
National Bank of Alaska February 1989 - November 1990
Skills
Business Analysis, Securities, Relationship Management, Business Process..., Change Management, Analytics, Project Management, SDLC, Outsourcing, Analysis, Fixed Income, Financial Services, Leadership, Risk Management, Enterprise Software, Mutual Funds, Management, Business Process, Banking, Equities, Portfolio Management
Education
University of Alaska Anchorage
Finance
SEI September 2006 - Present
SEI December 2004 - September 2006
SEI August 2000 - December 2004
SEI November 1997 - August 2000
North American Trust Company November 1996 - November 1997
National Bank of Alaska February 1993 - November 1996
National Bank of Alaska November 1990 - February 1993
National Bank of Alaska February 1989 - November 1990
Skills
Business Analysis, Securities, Relationship Management, Business Process..., Change Management, Analytics, Project Management, SDLC, Outsourcing, Analysis, Fixed Income, Financial Services, Leadership, Risk Management, Enterprise Software, Mutual Funds, Management, Business Process, Banking, Equities, Portfolio Management
Education
University of Alaska Anchorage
Finance
Amy (Foote) McCooe's SEI Experience July 1993 - July 1994
Job Co Founder at Level Up Village
Industry E-Learning
Experience
Level Up Village 2012 - Present
The Refinery CT September 2014 - November 2014
International School at Dundee PTA June 2012 - December 2012
International School at Dundee PTA June 2011 - June 2012
Warburg Pincus LLC January 2001 - May 2001
Sticky Networks August 1999 - January 2001
Credit Suisse (formerly CS First Boston) July 1994 - August 1996
SEI July 1993 - July 1994
Skills
Start-ups, Marketing Strategy, Entrepreneurship, Social Media, Strategic Planning, Project Management, Product Management, Marketing, Strategic Partnerships, New Business Development, Product Development, Business Development, Business Strategy
Education
The University of Texas at Austin 1996 — 1998
Master of Business Administration (MBA), Business, Management, Marketing
Trinity College-Hartford 1989 — 1993
Bachelor of Arts (BA), History
Level Up Village 2012 - Present
The Refinery CT September 2014 - November 2014
International School at Dundee PTA June 2012 - December 2012
International School at Dundee PTA June 2011 - June 2012
Warburg Pincus LLC January 2001 - May 2001
Sticky Networks August 1999 - January 2001
Credit Suisse (formerly CS First Boston) July 1994 - August 1996
SEI July 1993 - July 1994
Skills
Start-ups, Marketing Strategy, Entrepreneurship, Social Media, Strategic Planning, Project Management, Product Management, Marketing, Strategic Partnerships, New Business Development, Product Development, Business Development, Business Strategy
Education
The University of Texas at Austin 1996 — 1998
Master of Business Administration (MBA), Business, Management, Marketing
Trinity College-Hartford 1989 — 1993
Bachelor of Arts (BA), History
Colin McWilliams Colin McWilliams's SEI Experience June 2012 - Present
Job RFP Architect, Global RFPs at SEI Investments Inc.
Industry Financial Services
Experience
SEI June 2012 - Present
Keller Williams Real Estate December 2013 - Present
Best Buy August 2006 - September 2012
Skills
Leadership, Time Management, Microsoft Office, Customer Service, Training, Sales, Leadership Development, Human Resources, Retail, Management, Public Speaking, Team-oriented, Mac OS, Social Media, Coaching, Money Management, Multi-tasking Skills, Organization, Problem Solving, Problem Analysis, Communication, Relator, Competitive, Proposal Writing, Real Estate, First Time Home Buyers, Real Estate Financing, RFP Generation, Self-starter, Team Building, Team Leadership, Dependable Team Player, Team Management, Mentoring, Conflict Resolution, Conflict Management, Proposal Production, Winning Others Over, Situation Analysis, Difficult Situations, Recruiting, Presentation Skills, Presentation Coaching, Training & Development, Inspiring Leadership, Data Analysis, Employee Training, Microsoft Excel
Education
Temple University - Fox School of Business and Management 2008 — 2013
Bachelor of Business Administration (B.B.A.), Business Legal Studies
SEI June 2012 - Present
Keller Williams Real Estate December 2013 - Present
Best Buy August 2006 - September 2012
Skills
Leadership, Time Management, Microsoft Office, Customer Service, Training, Sales, Leadership Development, Human Resources, Retail, Management, Public Speaking, Team-oriented, Mac OS, Social Media, Coaching, Money Management, Multi-tasking Skills, Organization, Problem Solving, Problem Analysis, Communication, Relator, Competitive, Proposal Writing, Real Estate, First Time Home Buyers, Real Estate Financing, RFP Generation, Self-starter, Team Building, Team Leadership, Dependable Team Player, Team Management, Mentoring, Conflict Resolution, Conflict Management, Proposal Production, Winning Others Over, Situation Analysis, Difficult Situations, Recruiting, Presentation Skills, Presentation Coaching, Training & Development, Inspiring Leadership, Data Analysis, Employee Training, Microsoft Excel
Education
Temple University - Fox School of Business and Management 2008 — 2013
Bachelor of Business Administration (B.B.A.), Business Legal Studies
Sarah Morris's SEI Experience June 2012 - August 2012
Job PR Specialist at CEB
Industry Public Relations and Communications
Experience
CEB October 2014 - Present
CEB June 2013 - October 2014
The Catholic University of America 2009 - 2013
The Heritage Foundation September 2012 - December 2012
SEI June 2012 - August 2012
United States Senate January 2012 - May 2012
U.S. House of Representatives August 2011 - December 2011
House of Commons May 2011 - August 2011
DailySource May 2010 - May 2011
Skills
Social Media, Strategic Communications, Public Relations, Editing, Politics, Public Speaking, Writing, Political Campaigns, Fundraising, Content Strategy, Social Media Marketing, Research, New Media Strategy, Policy Research and..., Journalism, Blogging, Brand Awareness, Team Building, Media Relations, Analytics, Newsletters, Social Networking, Integrated Marketing, Internal & External..., Non-profits, Content Management, Graphics, Leadership Development, Configurations, SEO, CRM, Google+, Surveying, Presentations, Market Research, New Media
Education
The Catholic University of America 2009 — 2013
Bachelor of Arts (B.A.), Political Science (major), Philosophy and Theology (minors)
Gwynedd Mercy Academy High School 2005 — 2009
CEB October 2014 - Present
CEB June 2013 - October 2014
The Catholic University of America 2009 - 2013
The Heritage Foundation September 2012 - December 2012
SEI June 2012 - August 2012
United States Senate January 2012 - May 2012
U.S. House of Representatives August 2011 - December 2011
House of Commons May 2011 - August 2011
DailySource May 2010 - May 2011
Skills
Social Media, Strategic Communications, Public Relations, Editing, Politics, Public Speaking, Writing, Political Campaigns, Fundraising, Content Strategy, Social Media Marketing, Research, New Media Strategy, Policy Research and..., Journalism, Blogging, Brand Awareness, Team Building, Media Relations, Analytics, Newsletters, Social Networking, Integrated Marketing, Internal & External..., Non-profits, Content Management, Graphics, Leadership Development, Configurations, SEO, CRM, Google+, Surveying, Presentations, Market Research, New Media
Education
The Catholic University of America 2009 — 2013
Bachelor of Arts (B.A.), Political Science (major), Philosophy and Theology (minors)
Gwynedd Mercy Academy High School 2005 — 2009
Gina Montz Gina Montz's SEI Experience June 1994 - December 1995
Job Financial Services Professional
Industry Financial Services
Experience
Milliman March 2012 - October 2013
ING October 1997 - March 2009
KPMG US December 1995 - October 1997
SEI June 1994 - December 1995
Fidelity Investments 1991 - 1994
Skills
401k, Series 6, Series 63, Defined Contribution, Retirement, Securities, Financial Services, Mutual Funds, Series 7, ERISA, Investments, Series 26, Texas Group Life &...
Education
Texas A&M University
Bachelor of Science
Milliman March 2012 - October 2013
ING October 1997 - March 2009
KPMG US December 1995 - October 1997
SEI June 1994 - December 1995
Fidelity Investments 1991 - 1994
Skills
401k, Series 6, Series 63, Defined Contribution, Retirement, Securities, Financial Services, Mutual Funds, Series 7, ERISA, Investments, Series 26, Texas Group Life &...
Education
Texas A&M University
Bachelor of Science
Sergey Huzau Sergey Huzau's SEI Experience June 2012 - Present
Job Senior Analyst Global Mutual Funds at SEI
Industry Financial Services
Experience
SEI June 2012 - Present
SEI October 2010 - June 2012
The Melting Pot Restaurants October 2001 - June 2012
SEI December 2009 - 2011
SEI December 2009 - October 2010
Morgan Stanley Smith Barney January 2009 - May 2009
Skills
Account Reconciliation, Fixed Income, Securities, Marketing, Management, Trading, Analysis, Bloomberg, Corporate Actions, Mutual Funds, Asset Managment, Asset Management, Strategy, Hedge Funds, Finance
Education
Temple University - Fox School of Business and Management 2007 — 2009
Bachelor of Business Administration, International Business and Finance
Belarus State Economic University 1998 — 2001
Worked toward Bachlor degree, International Economic Relations
SEI June 2012 - Present
SEI October 2010 - June 2012
The Melting Pot Restaurants October 2001 - June 2012
SEI December 2009 - 2011
SEI December 2009 - October 2010
Morgan Stanley Smith Barney January 2009 - May 2009
Skills
Account Reconciliation, Fixed Income, Securities, Marketing, Management, Trading, Analysis, Bloomberg, Corporate Actions, Mutual Funds, Asset Managment, Asset Management, Strategy, Hedge Funds, Finance
Education
Temple University - Fox School of Business and Management 2007 — 2009
Bachelor of Business Administration, International Business and Finance
Belarus State Economic University 1998 — 2001
Worked toward Bachlor degree, International Economic Relations
Julie Cane's SEI Experience 1993 - 1995
Job Culture of Caring at Wells Fargo
Industry Financial Services
Experience
Wells Fargo March 2014 - Present
Wells Fargo November 2012 - March 2014
Charles Schwab June 2010 - November 2012
Wells Fargo Bank 2002 - 2005
Autodesk 1999 - 2002
Accenture 1997 - 1998
Price Waterhouse Management Consultants 1996 - 1996
SEI 1993 - 1995
United States Navy 1989 - 1993
Skills
Acquisition Integration, Banking, Business Development, Change Management, Competitive Intelligence, Consulting, Financial Services, Segmentation, Strategy, Marketing Strategy, Management Consulting, Marketing, Integrated Marketing
Education
St. Agnes St. Stephens
University of California, Los Angeles - The Anderson School of Management
MBA
University of Virginia
BA
Wells Fargo March 2014 - Present
Wells Fargo November 2012 - March 2014
Charles Schwab June 2010 - November 2012
Wells Fargo Bank 2002 - 2005
Autodesk 1999 - 2002
Accenture 1997 - 1998
Price Waterhouse Management Consultants 1996 - 1996
SEI 1993 - 1995
United States Navy 1989 - 1993
Skills
Acquisition Integration, Banking, Business Development, Change Management, Competitive Intelligence, Consulting, Financial Services, Segmentation, Strategy, Marketing Strategy, Management Consulting, Marketing, Integrated Marketing
Education
St. Agnes St. Stephens
University of California, Los Angeles - The Anderson School of Management
MBA
University of Virginia
BA
Christian Jaeger, CFA Christian Jaeger, CFA's SEI Experience 2004 - 2005
Job Account Executive
Industry Financial Services
Experience
First Rate 2001 - Present
SEI 2004 - 2005
Skills
Securities, Performance Management, Investments, Financial Reporting, Finance, Wealth Management, Wine, German, Customer Service, Building Relationships, Investment Advisory, Travel, Financial Analysis, Fixed Income, Investment Management, Performance Measurement, Business Analysis, Bloomberg, Relationship Management, Portfolio Management, Alternative Investments, Equities, Mutual Funds, Asset Allocation, Financial Modeling, Hedge Funds, New Business Development, Valuation
Education
The University of Texas at Arlington 1995 — 2001
MBA, Finance
First Rate 2001 - Present
SEI 2004 - 2005
Skills
Securities, Performance Management, Investments, Financial Reporting, Finance, Wealth Management, Wine, German, Customer Service, Building Relationships, Investment Advisory, Travel, Financial Analysis, Fixed Income, Investment Management, Performance Measurement, Business Analysis, Bloomberg, Relationship Management, Portfolio Management, Alternative Investments, Equities, Mutual Funds, Asset Allocation, Financial Modeling, Hedge Funds, New Business Development, Valuation
Education
The University of Texas at Arlington 1995 — 2001
MBA, Finance
Matt Grenfell, CFA Matt Grenfell, CFA's SEI Experience 1994 - 1996
Job Managing Director at Cardiff Capital
Industry Capital Markets
Experience
RE/MAX April 2015 - Present
Cardiff Capital January 2015 - Present
Janus Capital Group September 2006 - June 2014
BlackRock 2003 - 2006
Forward Management 2002 - 2003
Nicholas Applegate 1997 - 2002
Jack White & Co 1996 - 1997
SEI 1994 - 1996
Skills
Asset Allocation, Investments, Series 7, Mutual Funds, Alternative Investments, Referral Development, Superior Client Service, stocks, Bonds, Business Ethics, Work Ethic, Strategic Consulting, Stocks, Separately Managed..., ETFs, Investment Management, Financial Advisory, Investment Advisory, Investment Strategies, Hedge Funds, Series 6, Wealth Management, Series 63, Fixed Annuities, Equities, Wealth Management..., Securities, Fixed Income, Series 24, 401k, Asset Management, Retirement, Financial Services, Portfolio Management, Bloomberg, Institutional...
Education
The University of Texas at Austin 1991 — 1994
BBA, Finance
RE/MAX April 2015 - Present
Cardiff Capital January 2015 - Present
Janus Capital Group September 2006 - June 2014
BlackRock 2003 - 2006
Forward Management 2002 - 2003
Nicholas Applegate 1997 - 2002
Jack White & Co 1996 - 1997
SEI 1994 - 1996
Skills
Asset Allocation, Investments, Series 7, Mutual Funds, Alternative Investments, Referral Development, Superior Client Service, stocks, Bonds, Business Ethics, Work Ethic, Strategic Consulting, Stocks, Separately Managed..., ETFs, Investment Management, Financial Advisory, Investment Advisory, Investment Strategies, Hedge Funds, Series 6, Wealth Management, Series 63, Fixed Annuities, Equities, Wealth Management..., Securities, Fixed Income, Series 24, 401k, Asset Management, Retirement, Financial Services, Portfolio Management, Bloomberg, Institutional...
Education
The University of Texas at Austin 1991 — 1994
BBA, Finance
Armiona Fazo Armiona Fazo's SEI Experience May 2011 - August 2011
Job Senior Financial Analyst at PepsiCo
Industry Investment Management
Experience
PepsiCo June 2015 - Present
GE Capital January 2015 - June 2015
GE Capital July 2014 - January 2015
GE Capital January 2014 - July 2014
GE Capital July 2013 - January 2014
GE Capital January 2013 - July 2013
Symmetry Partners January 2012 - August 2012
University of Connecticut August 2011 - May 2012
SEI May 2011 - August 2011
Skills
Mergers & Acquisitions, Finance, Analysis, Leadership, Financial Reporting, Managerial Finance, Portfolio Management, Project Management, Strategic Financial..., Team Management, Team Building, Financial Services, Bloomberg, Investments, Accounting, Financial Accounting, US GAAP, Auditing, Financial Planning
Education
Crotonville Leadership Center 2013 — 2014
Financial Management Program (FMP), Finance
The University of Connecticut 2009 — 2012
Bachelor of Science in Business Administration, Finance
University College Dublin 2011 — 2011
Bachelor of Science in Business Administration, Finance
PepsiCo June 2015 - Present
GE Capital January 2015 - June 2015
GE Capital July 2014 - January 2015
GE Capital January 2014 - July 2014
GE Capital July 2013 - January 2014
GE Capital January 2013 - July 2013
Symmetry Partners January 2012 - August 2012
University of Connecticut August 2011 - May 2012
SEI May 2011 - August 2011
Skills
Mergers & Acquisitions, Finance, Analysis, Leadership, Financial Reporting, Managerial Finance, Portfolio Management, Project Management, Strategic Financial..., Team Management, Team Building, Financial Services, Bloomberg, Investments, Accounting, Financial Accounting, US GAAP, Auditing, Financial Planning
Education
Crotonville Leadership Center 2013 — 2014
Financial Management Program (FMP), Finance
The University of Connecticut 2009 — 2012
Bachelor of Science in Business Administration, Finance
University College Dublin 2011 — 2011
Bachelor of Science in Business Administration, Finance
Shuran (Jake) Song Shuran (Jake) Song's SEI Experience November 2013 - September 2014
Job AIM Trade Desk Analyst
Industry Financial Services
Experience
Bloomberg LP March 2015 - Present
SEI November 2013 - September 2014
Smithfield Foods February 2013 - June 2013
New Richmond Ventures LLC September 2012 - April 2013
State Farm Insurance May 2012 - August 2012
Citibank July 2009 - March 2010
Skills
Financial Analysis, Data Analysis, Market Research, Microsoft Excel, Microsoft Office, Marketing, Analysis, Sales, PowerPoint, Financial Modeling, Economics, Finance, Business Strategy, Strategic Planning, Business Analysis, Leadership, Operations Management, Process Improvement, Research, Corporate Finance, Entrepreneurship, Risk Management, Strategy
Education
The College of William and Mary - The Mason School of Business 2011 — 2013
Master of Business Administration (MBA), Finance and Financial Management Services
CFA Institute – 2015 Level II Candidate in the CFA Program
Master of Business Administration (M.B.A.)
Bloomberg LP March 2015 - Present
SEI November 2013 - September 2014
Smithfield Foods February 2013 - June 2013
New Richmond Ventures LLC September 2012 - April 2013
State Farm Insurance May 2012 - August 2012
Citibank July 2009 - March 2010
Skills
Financial Analysis, Data Analysis, Market Research, Microsoft Excel, Microsoft Office, Marketing, Analysis, Sales, PowerPoint, Financial Modeling, Economics, Finance, Business Strategy, Strategic Planning, Business Analysis, Leadership, Operations Management, Process Improvement, Research, Corporate Finance, Entrepreneurship, Risk Management, Strategy
Education
The College of William and Mary - The Mason School of Business 2011 — 2013
Master of Business Administration (MBA), Finance and Financial Management Services
CFA Institute – 2015 Level II Candidate in the CFA Program
Master of Business Administration (M.B.A.)
Alex Mogilevsky, MBA Alex Mogilevsky, MBA's SEI Experience September 2012 - Present
Job Financial Reporting Specialist
Industry Financial Services
Experience
SEI September 2012 - Present
Matrix Fund Services January 2011 - August 2012
State Street June 2010 - January 2011
Global Equity Division July 2005 - May 2010
Vanguard June 2004 - August 2004
Exelon Power Team June 2003 - September 2003
Skills
Russian and Ukrainian, Microsoft Office, MFACT, Bloomberg Terminal, IDC, Portfolio Accounting..., E-Horizon, Lotus Notes, Microsoft Outlook, Derivatives, Accounting, Outlook, Account Reconciliation, Microsoft Excel, Portfolio Management, Internal Audit, Financial Statements, Fund Accounting, Financial Reporting, Hedge Funds, SEC filings, Mutual Funds, General Ledger, Financial Analysis, Bloomberg, Fund Administration, Equities, Financial Accounting, GAAP
Education
RIDER UNIVERSITY, College of Business Administration 2007 — 2008
Master, Business Administration; Finance
Temple University - Fox School of Business and Management 2000 — 2005
Bachelor, Business Administration; Accounting, Finance & International Business
The George Washington High School 1996 — 2000
Business
SEI September 2012 - Present
Matrix Fund Services January 2011 - August 2012
State Street June 2010 - January 2011
Global Equity Division July 2005 - May 2010
Vanguard June 2004 - August 2004
Exelon Power Team June 2003 - September 2003
Skills
Russian and Ukrainian, Microsoft Office, MFACT, Bloomberg Terminal, IDC, Portfolio Accounting..., E-Horizon, Lotus Notes, Microsoft Outlook, Derivatives, Accounting, Outlook, Account Reconciliation, Microsoft Excel, Portfolio Management, Internal Audit, Financial Statements, Fund Accounting, Financial Reporting, Hedge Funds, SEC filings, Mutual Funds, General Ledger, Financial Analysis, Bloomberg, Fund Administration, Equities, Financial Accounting, GAAP
Education
RIDER UNIVERSITY, College of Business Administration 2007 — 2008
Master, Business Administration; Finance
Temple University - Fox School of Business and Management 2000 — 2005
Bachelor, Business Administration; Accounting, Finance & International Business
The George Washington High School 1996 — 2000
Business
Erin Haucke Erin Haucke's SEI Experience July 2006 - December 2007
Job Integrated Media & Advertising Professional
Industry Marketing and Advertising
Experience
ViaSat Inc. June 2015 - Present
Carat USA May 2013 - March 2015
Universal McCann April 2010 - May 2013
Universal McCann January 2008 - April 2010
SEI July 2006 - December 2007
Allied Advertising Agency August 2005 - May 2006
SEI May 2005 - August 2005
James Beard Foundation May 2004 - August 2004
Skills
Integrated Marketing, Lead Generation, Media Planning, Online Marketing, Advertising, Competitive Analysis, Digital Media, Online Advertising, Digital Marketing, Client Services, Direct Marketing, Social Media Marketing, Email Marketing, Marketing, SEM, Mobile Advertising, Marketing Strategy, Media Buying, Social Media, Event Management, Mobile Marketing, Digital Strategy, Interactive Marketing, Facebook, SEO, Marketing Communications, Brand Development, Relationship Marketing
Education
The George Washington University - School of Business 2002 — 2006
B.B.A.
American School in London 1998 — 2002
H.S. Diploma
ViaSat Inc. June 2015 - Present
Carat USA May 2013 - March 2015
Universal McCann April 2010 - May 2013
Universal McCann January 2008 - April 2010
SEI July 2006 - December 2007
Allied Advertising Agency August 2005 - May 2006
SEI May 2005 - August 2005
James Beard Foundation May 2004 - August 2004
Skills
Integrated Marketing, Lead Generation, Media Planning, Online Marketing, Advertising, Competitive Analysis, Digital Media, Online Advertising, Digital Marketing, Client Services, Direct Marketing, Social Media Marketing, Email Marketing, Marketing, SEM, Mobile Advertising, Marketing Strategy, Media Buying, Social Media, Event Management, Mobile Marketing, Digital Strategy, Interactive Marketing, Facebook, SEO, Marketing Communications, Brand Development, Relationship Marketing
Education
The George Washington University - School of Business 2002 — 2006
B.B.A.
American School in London 1998 — 2002
H.S. Diploma
Stephen Battaglia's SEI Experience March 2014 - December 2014
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
SEI March 2014 - December 2014
SEI August 2012 - March 2014
eMoney Advisor May 2012 - August 2012
eMoney Advisor June 2009 - May 2012
Pannain Law Studio (Rome, Italy) January 2011 - March 2011
Target September 2007 - January 2010
Skills
Dreamweaver, Italian, Microsoft Office, Customer Relations, German, Customer Retention, Adobe Creative Suite, Customer Service, Photoshop, Data Entry, Google Apps, Google Analytics, Constant Contact, Microsoft Dynamics, CRM, Analysis, Time Management, Social Media, Microsoft Excel, Management, Sales, PowerPoint, Marketing, Access, Leadership, Microsoft Word
Education
Temple University - Fox School of Business and Management 2008 — 2012
B.S., International Business and Marketing
Temple University Rome '11 2011 — 2011
International Business and Marketing
Morgan Stanley January 2015 - Present
SEI March 2014 - December 2014
SEI August 2012 - March 2014
eMoney Advisor May 2012 - August 2012
eMoney Advisor June 2009 - May 2012
Pannain Law Studio (Rome, Italy) January 2011 - March 2011
Target September 2007 - January 2010
Skills
Dreamweaver, Italian, Microsoft Office, Customer Relations, German, Customer Retention, Adobe Creative Suite, Customer Service, Photoshop, Data Entry, Google Apps, Google Analytics, Constant Contact, Microsoft Dynamics, CRM, Analysis, Time Management, Social Media, Microsoft Excel, Management, Sales, PowerPoint, Marketing, Access, Leadership, Microsoft Word
Education
Temple University - Fox School of Business and Management 2008 — 2012
B.S., International Business and Marketing
Temple University Rome '11 2011 — 2011
International Business and Marketing
Alec Tyson Alec Tyson's SEI Experience February 2014 - Present
Job Alternative Investments Analyst at SEI
Industry Investment Management
Experience
SEI February 2014 - Present
AmerisourceBergen June 2012 - August 2012
Hope Paige Medical May 2011 - August 2011
LEVI STRAUSS & CO May 2010 - January 2011
Skills
Microsoft Office, PowerPoint, Customer Service, Microsoft Excel, Microsoft Word, Retail, Social Media, Marketing, Facebook, Social Networking, Advertising, Sales, Data Analysis, Time Management, Accounting, Research
Education
Temple University - Fox School of Business and Management 2009 — 2013
Bachelor of Business Administration, Economics, Healthcare Management
SEI February 2014 - Present
AmerisourceBergen June 2012 - August 2012
Hope Paige Medical May 2011 - August 2011
LEVI STRAUSS & CO May 2010 - January 2011
Skills
Microsoft Office, PowerPoint, Customer Service, Microsoft Excel, Microsoft Word, Retail, Social Media, Marketing, Facebook, Social Networking, Advertising, Sales, Data Analysis, Time Management, Accounting, Research
Education
Temple University - Fox School of Business and Management 2009 — 2013
Bachelor of Business Administration, Economics, Healthcare Management
Nicholas P. van Vliet's SEI Experience January 2015 - Present
Job Analyst II
Industry Financial Services
Experience
SEI January 2015 - Present
Hanover Research May 2014 - October 2014
Atlantic Trading May 2013 - May 2014
ISI Group Washington DC September 2012 - May 2013
Atlantic Trading December 2010 - October 2012
ISI Group New York May 2012 - June 2012
Kirby Company May 2010 - August 2010
Sikorsky Aircraft June 2009 - August 2009
Sikorsky Aircraft June 2008 - December 2008
Skills
Analysis, Research, Social Media, Microsoft Office, Marketing, Public Speaking, Data Analysis, Teamwork, Customer Service, Leadership, Social Networking, Facebook, HTML, Teaching, Event Management, CSS, Outlook, International Relations, Policy, Sales, Editing, Team Leadership, Photography, Public Relations, Photoshop, Social Media Marketing, Accounting, Time Management, Event Planning, Windows, JavaScript, Programming, English, Project Planning, Training, Language: Advanced..., Software: Bloomberg..., Microsoft Excel, PowerPoint
Education
The George Washington University 2009 — 2013
Bachelor of Arts (BA), Elliott School of International Affairs
The Hill School 2004 — 2008
High School Diploma
SEI January 2015 - Present
Hanover Research May 2014 - October 2014
Atlantic Trading May 2013 - May 2014
ISI Group Washington DC September 2012 - May 2013
Atlantic Trading December 2010 - October 2012
ISI Group New York May 2012 - June 2012
Kirby Company May 2010 - August 2010
Sikorsky Aircraft June 2009 - August 2009
Sikorsky Aircraft June 2008 - December 2008
Skills
Analysis, Research, Social Media, Microsoft Office, Marketing, Public Speaking, Data Analysis, Teamwork, Customer Service, Leadership, Social Networking, Facebook, HTML, Teaching, Event Management, CSS, Outlook, International Relations, Policy, Sales, Editing, Team Leadership, Photography, Public Relations, Photoshop, Social Media Marketing, Accounting, Time Management, Event Planning, Windows, JavaScript, Programming, English, Project Planning, Training, Language: Advanced..., Software: Bloomberg..., Microsoft Excel, PowerPoint
Education
The George Washington University 2009 — 2013
Bachelor of Arts (BA), Elliott School of International Affairs
The Hill School 2004 — 2008
High School Diploma
David Ham David Ham's SEI Experience October 1997 - July 2000
Job Senior Systems Administrator at Cardno Inc
Industry Information Technology and Services
Experience
Cardno Inc February 2012 - Present
DCG Partnership 1, Ltd. November 2006 - September 2011
PJM Interconnection December 2000 - May 2006
Shared Medical Systems July 2000 - October 2000
SEI October 1997 - July 2000
Siemens Business Services (formerly ENTEX Information Systems) October 1997 - July 2000
Computer Data Systems Incorporated November 1995 - October 1997
Ogden Professional Services October 1994 - November 1995
United States Air Force July 1985 - September 1994
Skills
Servers, Windows Server, Security, Hyper-V, System Administration, Active Directory, Technical Support, Computer Security, Network Administration, SCCM, IIS, Windows, Networking, Office 365, Micrsoft Exchange, Lync, Lync Server 2010, Windows Security, Microsoft Office, Sonicwall, LAN/WAN, DNS administration, DHCP, Microsoft Operating..., Team Leadership, ForeFront Threat..., Group Policy, Policy Writing, Technical Writing, IWATSU PBX, Symantec Endpoint..., Microsoft Licensing, Joomla, SQL Server, Clustering, Windows 7, Firewalls, DNS, Antivirus, Virtualization, SCVMM, Forefront, WSUS, System Center Essentials, MS Office Suite, Information Technology, Video Conferencing
Education
Troy University in Montgomery 1986 — 1992
BS, Computer and Information Science
Capital High School 1982 — 1985
Diploma
Cardno Inc February 2012 - Present
DCG Partnership 1, Ltd. November 2006 - September 2011
PJM Interconnection December 2000 - May 2006
Shared Medical Systems July 2000 - October 2000
SEI October 1997 - July 2000
Siemens Business Services (formerly ENTEX Information Systems) October 1997 - July 2000
Computer Data Systems Incorporated November 1995 - October 1997
Ogden Professional Services October 1994 - November 1995
United States Air Force July 1985 - September 1994
Skills
Servers, Windows Server, Security, Hyper-V, System Administration, Active Directory, Technical Support, Computer Security, Network Administration, SCCM, IIS, Windows, Networking, Office 365, Micrsoft Exchange, Lync, Lync Server 2010, Windows Security, Microsoft Office, Sonicwall, LAN/WAN, DNS administration, DHCP, Microsoft Operating..., Team Leadership, ForeFront Threat..., Group Policy, Policy Writing, Technical Writing, IWATSU PBX, Symantec Endpoint..., Microsoft Licensing, Joomla, SQL Server, Clustering, Windows 7, Firewalls, DNS, Antivirus, Virtualization, SCVMM, Forefront, WSUS, System Center Essentials, MS Office Suite, Information Technology, Video Conferencing
Education
Troy University in Montgomery 1986 — 1992
BS, Computer and Information Science
Capital High School 1982 — 1985
Diploma
Vasiliki Gouvakis Vasiliki Gouvakis's SEI Experience April 2015 - Present
Job Brokerage Services at SEI
Industry Financial Services
Experience
SEI April 2015 - Present
SEI July 2014 - April 2015
TD October 2012 - July 2014
ING Financial Partners September 2011 - October 2012
Skills
Finance, Investments, Loans, Mortgage Lending, Financial Analysis, Series 7, Financial Planning, Sales, Financial Services, Portfolio Management, Asset Management, Banking, Management, Mutual Funds, Wealth Management, Retirement Planning
Education
Temple University - Fox School of Business and Management 2009 — 2011
Finance and Accounting, GPA 3.61
SEI April 2015 - Present
SEI July 2014 - April 2015
TD October 2012 - July 2014
ING Financial Partners September 2011 - October 2012
Skills
Finance, Investments, Loans, Mortgage Lending, Financial Analysis, Series 7, Financial Planning, Sales, Financial Services, Portfolio Management, Asset Management, Banking, Management, Mutual Funds, Wealth Management, Retirement Planning
Education
Temple University - Fox School of Business and Management 2009 — 2011
Finance and Accounting, GPA 3.61
Timothy Barto Timothy Barto's SEI Experience 2003 - Present
Job Securities and Investments Attorney
Industry Financial Services
Experience
SEI 2003 - Present
SEI October 1999 - 2003
Dechert LLP 1997 - 1999
Skills
Investment Adviser Law..., Mutual Fund Law &..., Securities Law, Hedge Fund Law &..., European UCITS Law &..., Canadian Mutual Fund..., Corporate Law, Investment Products, Securities
Education
The George Washington University 1990 — 1994
Master of Arts (MA), International Affairs
The George Washington University Law School 1990 — 1994
Doctor of Law (JD), Law
The University of Connecticut 1986 — 1990
Bachelor of Arts (BA), Political Science
SEI 2003 - Present
SEI October 1999 - 2003
Dechert LLP 1997 - 1999
Skills
Investment Adviser Law..., Mutual Fund Law &..., Securities Law, Hedge Fund Law &..., European UCITS Law &..., Canadian Mutual Fund..., Corporate Law, Investment Products, Securities
Education
The George Washington University 1990 — 1994
Master of Arts (MA), International Affairs
The George Washington University Law School 1990 — 1994
Doctor of Law (JD), Law
The University of Connecticut 1986 — 1990
Bachelor of Arts (BA), Political Science
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
Steven D. Martin's SEI Experience August 2008 - March 2009
Job Army Veteran | GWU MBA
Industry Program Development
Experience
EMC January 2015 - Present
US Army July 2013 - February 2014
US Army June 2012 - July 2013
US Army August 2010 - May 2012
US Army April 2009 - July 2010
SEI August 2008 - March 2009
Skills
Military Experience, Operations Management, Command, Strategic Planning, Military, Security Clearance, Public Speaking, Weapons, Intelligence Analysis, Microsoft Office, PowerPoint, Army, Project Planning, Military Operations, Intelligence, Customer Service, Process Improvement, Information Assurance, Operational Planning, Microsoft Excel, Government, Leadership, Financial Analysis, Security, Training, Team Leadership, Analysis, DoD, Force Protection
Education
The George Washington University - School of Business 2013 — 2014
Master of Business Administration M.B.A., Global, International Business/Trade/Commerce
United States Army Intelligence Center 2009 — 2010
Officer Leadership Course, Military Intelligence, General
United States Army Maneuver Center 2009 — 2009
Officer Candidate School, Commissioned as US Army Officer
West Chester University of Pennsylvania 2003 — 2008
Bachelor of Science (B.S.), Accounting and Finance
EMC January 2015 - Present
US Army July 2013 - February 2014
US Army June 2012 - July 2013
US Army August 2010 - May 2012
US Army April 2009 - July 2010
SEI August 2008 - March 2009
Skills
Military Experience, Operations Management, Command, Strategic Planning, Military, Security Clearance, Public Speaking, Weapons, Intelligence Analysis, Microsoft Office, PowerPoint, Army, Project Planning, Military Operations, Intelligence, Customer Service, Process Improvement, Information Assurance, Operational Planning, Microsoft Excel, Government, Leadership, Financial Analysis, Security, Training, Team Leadership, Analysis, DoD, Force Protection
Education
The George Washington University - School of Business 2013 — 2014
Master of Business Administration M.B.A., Global, International Business/Trade/Commerce
United States Army Intelligence Center 2009 — 2010
Officer Leadership Course, Military Intelligence, General
United States Army Maneuver Center 2009 — 2009
Officer Candidate School, Commissioned as US Army Officer
West Chester University of Pennsylvania 2003 — 2008
Bachelor of Science (B.S.), Accounting and Finance
Missy Pohlig's SEI Experience June 2014 - Present
Job Product Manager at SEI
Industry Financial Services
Experience
SEI June 2014 - Present
Case for Smiles (formerly ConKerr Cancer) February 2013 - Present
SEI June 2012 - June 2014
Case for Smiles (formerly ConKerr Cancer) May 2011 - January 2013
SEI June 2011 - August 2011
Pohlig Builders December 2006 - January 2011
Alpha Rho Chapter, Kappa Delta Sorority November 2009 - November 2010
Braithwaite Communications May 2010 - August 2010
Uncle Bill's Pancake House May 2004 - August 2010
Education
University of Maryland - Robert H. Smith School of Business 2008 — 2012
Bachelor of Science (B.S.), Marketing
University of Maryland College Park 2008 — 2012
Universitat Autònoma de Barcelona 2011 — 2011
Marketing, Spanish
Universitat Pompeu Fabra 2011 — 2011
Spanish
Academy of Notre Dame
SEI June 2014 - Present
Case for Smiles (formerly ConKerr Cancer) February 2013 - Present
SEI June 2012 - June 2014
Case for Smiles (formerly ConKerr Cancer) May 2011 - January 2013
SEI June 2011 - August 2011
Pohlig Builders December 2006 - January 2011
Alpha Rho Chapter, Kappa Delta Sorority November 2009 - November 2010
Braithwaite Communications May 2010 - August 2010
Uncle Bill's Pancake House May 2004 - August 2010
Education
University of Maryland - Robert H. Smith School of Business 2008 — 2012
Bachelor of Science (B.S.), Marketing
University of Maryland College Park 2008 — 2012
Universitat Autònoma de Barcelona 2011 — 2011
Marketing, Spanish
Universitat Pompeu Fabra 2011 — 2011
Spanish
Academy of Notre Dame
Linh Nguyen Linh Nguyen's SEI Experience June 2013 - Present
Job HR Business Partner | Recruiter
Industry Human Resources
Experience
SEI June 2013 - Present
Skills
Customer Service, Management, Time Management, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Publisher, Peopleclick, Outlook, Team Leadership, Wordpress, Search Engine, Human Resources, Internet Recruiting, Organization, Social Media, Background Checks, Onboarding, Process Improvement, Event Planning, Training, Leadership, Public Speaking, Leadership Development, HRIS, College Recruiting
Education
Temple University - Fox School of Business and Management 2011 — 2013
Bachelor of Business Administration, Human Resource Management
SEI June 2013 - Present
Skills
Customer Service, Management, Time Management, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Publisher, Peopleclick, Outlook, Team Leadership, Wordpress, Search Engine, Human Resources, Internet Recruiting, Organization, Social Media, Background Checks, Onboarding, Process Improvement, Event Planning, Training, Leadership, Public Speaking, Leadership Development, HRIS, College Recruiting
Education
Temple University - Fox School of Business and Management 2011 — 2013
Bachelor of Business Administration, Human Resource Management
Deirdre Callahan Deirdre Callahan's SEI Experience October 1994 - July 2002
Job Contract Manager at SunGard Data Systems, Inc.
Industry Financial Services
Experience
SunGard Data Systems, Inc. September 2013 - Present
DeirdreJulia, Inc. July 2002 - September 2013
SEI October 1994 - July 2002
Skills
Contract Management, Contract Negotiation, Negotiation, Legal Counseling, Revenue Recogn
Education
Temple University - James E. Beasley School of Law
Juris Doctor (J.D.), Admitted to Pennsylvania Bar Association
SunGard Data Systems, Inc. September 2013 - Present
DeirdreJulia, Inc. July 2002 - September 2013
SEI October 1994 - July 2002
Skills
Contract Management, Contract Negotiation, Negotiation, Legal Counseling, Revenue Recogn
Education
Temple University - James E. Beasley School of Law
Juris Doctor (J.D.), Admitted to Pennsylvania Bar Association
Kim (Tuenge) Dienstmann Kim (Tuenge) Dienstmann's SEI Experience 2004 - 2005
Job Business Analyst Senior Associate at Eide Bailly LLP
Industry Computer Software
Experience
Eide Bailly LLP August 2015 - Present
Sundog January 2011 - July 2015
Axonom August 2008 - July 2010
WennSoft July 2005 - July 2008
Microsoft 2003 - 2008
WennSoft 2005 - 2007
SEI 2004 - 2005
Microsoft 1999 - 2003
Microsoft February 1997 - 1999
Lanier Worldwide 1994 - 1997
Skills
Business Analysis, Salesforce.com..., Analytics, Change Management, Direct Sales, Long-term Customer..., Salesforce.com, CRM, Integration, Sales Process, Account Management, Project Management, Microsoft CRM, Business Intelligence, Strategy, Management, Microsoft Dynamics, Enterprise Software, Sales, Cloud Computing, SharePoint, Team Leadership, Software Project..., SaaS, Solution Selling, Team Building, Business Process, Consulting
Education
The University of North Dakota 1983 — 1988
BS, Business, Pyschology
Eide Bailly LLP August 2015 - Present
Sundog January 2011 - July 2015
Axonom August 2008 - July 2010
WennSoft July 2005 - July 2008
Microsoft 2003 - 2008
WennSoft 2005 - 2007
SEI 2004 - 2005
Microsoft 1999 - 2003
Microsoft February 1997 - 1999
Lanier Worldwide 1994 - 1997
Skills
Business Analysis, Salesforce.com..., Analytics, Change Management, Direct Sales, Long-term Customer..., Salesforce.com, CRM, Integration, Sales Process, Account Management, Project Management, Microsoft CRM, Business Intelligence, Strategy, Management, Microsoft Dynamics, Enterprise Software, Sales, Cloud Computing, SharePoint, Team Leadership, Software Project..., SaaS, Solution Selling, Team Building, Business Process, Consulting
Education
The University of North Dakota 1983 — 1988
BS, Business, Pyschology
Richard Godwin Richard Godwin's SEI Experience August 2015 - Present
Job Dealer and Investor Services Representative at SEI
Industry Law Practice
Experience
SEI August 2015 - Present
Progressions Behavioral Health Services Inc. May 2015 - Present
Adamant Research December 2014 - August 2015
Progressions Behavioral Health Services Inc. December 2014 - May 2015
New Jersey Volunteer Lawyers for the Arts June 2013 - December 2013
Superior Court of New Jersey Appellate Division January 2013 - May 2013
Brewer-Porch Children's Center August 2009 - March 2011
Skills
Finance, Economics, Bitcoin, Digital Currency, Research, Bitcoin Legal, Entrepreneurship, Editing, Social Networking, Trials, Courts, Music Industry, Intellectual Property, Copyright Law, Licensing, Westlaw, Client Counseling, Entertainment, Mediation, Appeals, Depositions, Legal Research, Pleadings, Family Law, Creative Writing, Legal Writing, Event Planning
Education
Rutgers-Camden Law School 2011 — 2014
Juris Doctor
University of Alabama 2007 — 2010
Bachelor of Arts (BA), Psychology and Political Science, 3.4 GPA
SEI August 2015 - Present
Progressions Behavioral Health Services Inc. May 2015 - Present
Adamant Research December 2014 - August 2015
Progressions Behavioral Health Services Inc. December 2014 - May 2015
New Jersey Volunteer Lawyers for the Arts June 2013 - December 2013
Superior Court of New Jersey Appellate Division January 2013 - May 2013
Brewer-Porch Children's Center August 2009 - March 2011
Skills
Finance, Economics, Bitcoin, Digital Currency, Research, Bitcoin Legal, Entrepreneurship, Editing, Social Networking, Trials, Courts, Music Industry, Intellectual Property, Copyright Law, Licensing, Westlaw, Client Counseling, Entertainment, Mediation, Appeals, Depositions, Legal Research, Pleadings, Family Law, Creative Writing, Legal Writing, Event Planning
Education
Rutgers-Camden Law School 2011 — 2014
Juris Doctor
University of Alabama 2007 — 2010
Bachelor of Arts (BA), Psychology and Political Science, 3.4 GPA
Jeff Nativi's SEI Experience February 2007 - Present
Job Regional Director at SEI S.TX, LA, MS, AR
Industry Investment Management
Experience
SEI February 2007 - Present
Schwab Institutional 2005 - 2007
Schwab Advisor Services/Schwab Institutional 2005 - 2007
Education
The University of Texas at Austin 1981 — 1986
BBA, Finance
SEI February 2007 - Present
Schwab Institutional 2005 - 2007
Schwab Advisor Services/Schwab Institutional 2005 - 2007
Education
The University of Texas at Austin 1981 — 1986
BBA, Finance
April Busch April Busch's SEI Experience June 2004 - 2015
Job IT Project Manager at Greenphire
Industry Information Technology and Services
Experience
Greenphire 2015 - Present
SEI June 2004 - 2015
Skills
Business Analysis, Microsoft Excel, Process Improvement, Risk Management, SDLC, Mutual Funds, Financial Analysis, Investments
Education
Thiel College 1996 — 2000
Bachelor of Arts (B.A.), Mathematics
Greenphire 2015 - Present
SEI June 2004 - 2015
Skills
Business Analysis, Microsoft Excel, Process Improvement, Risk Management, SDLC, Mutual Funds, Financial Analysis, Investments
Education
Thiel College 1996 — 2000
Bachelor of Arts (B.A.), Mathematics
Becky (Beauchamp) Brown Becky (Beauchamp) Brown's SEI Experience June 2015 - Present
Job Data Quality Analyst at SEI
Industry Financial Services
Experience
SEI June 2015 - Present
SEI January 2014 - June 2015
SEI February 2013 - January 2014
Penske Truck Leasing May 2011 - February 2013
Ryder System, Inc. February 2009 - April 2011
Amway Global/Leadership Team Development 2009 - 2011
Enterprise Rent-A-Car May 2008 - August 2008
Peerless Marketing Concepts May 2007 - July 2007
Siemens Healthcare May 2006 - August 2006
Skills
Customer Service, Sales, Customer Satisfaction, Management, Marketing, Training, PowerPoint, B2B, Employee Training, Sales Process, Teamwork, Account Management, Cold Calling, Competitive Analysis, Interviews, Leadership
Education
Temple University - Fox School of Business and Management 2004 — 2008
BBA, International Business, Marketing
SEI June 2015 - Present
SEI January 2014 - June 2015
SEI February 2013 - January 2014
Penske Truck Leasing May 2011 - February 2013
Ryder System, Inc. February 2009 - April 2011
Amway Global/Leadership Team Development 2009 - 2011
Enterprise Rent-A-Car May 2008 - August 2008
Peerless Marketing Concepts May 2007 - July 2007
Siemens Healthcare May 2006 - August 2006
Skills
Customer Service, Sales, Customer Satisfaction, Management, Marketing, Training, PowerPoint, B2B, Employee Training, Sales Process, Teamwork, Account Management, Cold Calling, Competitive Analysis, Interviews, Leadership
Education
Temple University - Fox School of Business and Management 2004 — 2008
BBA, International Business, Marketing
Matthew Puglia Matthew Puglia's SEI Experience May 2014 - Present
Job IMS Operations Analyst at SEI
Industry Financial Services
Experience
SEI May 2014 - Present
State Farm January 2010 - June 2010
Skills
Customer Service, Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Finance, Leadership, Time Management, Teamwork, Economics, Financial Analysis, English, Data Analysis, Analysis, Accounting, Access
Education
The Ohio State University - The Max M. Fisher College of Business 2010 — 2014
Bachelor of Business Administration (BBA), Finance and Economics, Senior
PWHS
SEI May 2014 - Present
State Farm January 2010 - June 2010
Skills
Customer Service, Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Finance, Leadership, Time Management, Teamwork, Economics, Financial Analysis, English, Data Analysis, Analysis, Accounting, Access
Education
The Ohio State University - The Max M. Fisher College of Business 2010 — 2014
Bachelor of Business Administration (BBA), Finance and Economics, Senior
PWHS
Jonathan Shultz Jonathan Shultz's SEI Experience July 1993 - January 1995
Job Finance Director
Industry Computer Software
Experience
Corbis 2014 - Present
Amazon December 2012 - 2014
Microsoft November 2009 - December 2012
Microsoft January 2007 - November 2009
Microsoft January 2005 - January 2007
Microsoft January 2002 - January 2005
UltraLink January 2000 - September 2001
McKinsey & Company June 1997 - January 2000
Citicorp Securities January 1995 - September 1996
SEI July 1993 - January 1995
Skills
Corporate FP&A, Business Strategy, Financial Modeling, Strategic Financial..., M&A analysis, Merger Integration, Strategic Planning, Business Development, Software Licensing, SaaS, Business Analysis, Licensing, Forecasting, Product Management, Go-to-market Strategy, P&L Financial Management, Scorecard Management, Budget Setting, Infrastructure..., Investor Relations, Merger & Acquisition..., Market Analysis, emerging markets, doing business in China, Pricing Strategy, High Performance Teams, P&L Management, Finance, Mergers & Acquisitions, Cloud Computing, Acquisition Integration, China Business..., Financial Planning, Strategy
Education
AIMR 1996 — 1999
Chartered Financial Analyst (CFA)
The University of Chicago - Booth School of Business 1996 — 1998
MBA, Finance, General
University of Notre Dame 1989 — 1993
BA, Economics and Psychology
Corbis 2014 - Present
Amazon December 2012 - 2014
Microsoft November 2009 - December 2012
Microsoft January 2007 - November 2009
Microsoft January 2005 - January 2007
Microsoft January 2002 - January 2005
UltraLink January 2000 - September 2001
McKinsey & Company June 1997 - January 2000
Citicorp Securities January 1995 - September 1996
SEI July 1993 - January 1995
Skills
Corporate FP&A, Business Strategy, Financial Modeling, Strategic Financial..., M&A analysis, Merger Integration, Strategic Planning, Business Development, Software Licensing, SaaS, Business Analysis, Licensing, Forecasting, Product Management, Go-to-market Strategy, P&L Financial Management, Scorecard Management, Budget Setting, Infrastructure..., Investor Relations, Merger & Acquisition..., Market Analysis, emerging markets, doing business in China, Pricing Strategy, High Performance Teams, P&L Management, Finance, Mergers & Acquisitions, Cloud Computing, Acquisition Integration, China Business..., Financial Planning, Strategy
Education
AIMR 1996 — 1999
Chartered Financial Analyst (CFA)
The University of Chicago - Booth School of Business 1996 — 1998
MBA, Finance, General
University of Notre Dame 1989 — 1993
BA, Economics and Psychology
Caitlin Piotrowski Caitlin Piotrowski's SEI Experience October 2012 - April 2014
Job Buying Operations Coordinator at Anthropologie
Industry Financial Services
Experience
Anthropologie April 2014 - Present
SEI October 2012 - April 2014
The Catholic University of America September 2010 - May 2012
Affairs to Be Remembered December 2007 - May 2012
The Catholic University of America Budget Office September 2011 - January 2012
Philadelphia Convention & Visitors Bureau June 2011 - August 2011
The Catholic University Center for Academic Sucess January 2011 - May 2011
Shades of Cape May May 2009 - August 2009
DC Reads August 2008 - May 2009
Skills
Research, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media, Event Planning, Facebook, Non-profits, Financial Analysis, Social Networking, Outlook, Customer Service, Spanish, Public Relations, Event Management, Marketing Communications, Budgets, Nonprofits, Leadership, Press Releases, Analysis
Education
The Catholic University of America 2008 — 2012
B.S.B.A., Finance
Anthropologie April 2014 - Present
SEI October 2012 - April 2014
The Catholic University of America September 2010 - May 2012
Affairs to Be Remembered December 2007 - May 2012
The Catholic University of America Budget Office September 2011 - January 2012
Philadelphia Convention & Visitors Bureau June 2011 - August 2011
The Catholic University Center for Academic Sucess January 2011 - May 2011
Shades of Cape May May 2009 - August 2009
DC Reads August 2008 - May 2009
Skills
Research, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media, Event Planning, Facebook, Non-profits, Financial Analysis, Social Networking, Outlook, Customer Service, Spanish, Public Relations, Event Management, Marketing Communications, Budgets, Nonprofits, Leadership, Press Releases, Analysis
Education
The Catholic University of America 2008 — 2012
B.S.B.A., Finance
Kristin Farra Kristin Farra's SEI Experience 2005 - 2006
Job Director of Operations at Viaduct International
Industry Executive Office
Experience
Viaduct International 2011 - Present
Volcano Brewing 2010 - 2011
McCrossen's Tavern 2008 - 2010
Wallace Roberts & Todd, LLC 2006 - 2008
SEI 2005 - 2006
Skills
Marketing, Customer Service, Marketing Strategy, Event Planning, Strategic Planning, Sales, Social Media, Account Management, Microsoft Office, New Business Development, Project Management, Start-ups, Business Development, Strategy, Leadership, Entrepreneurship, Human Resources, Digital Marketing, Team Building, Business Strategy
Education
Temple University - Fox School of Business and Management 2001 — 2005
Bachelor of Business Administration (B.B.A.), Magna Cum Laude
University College Dublin 2004 — 2004
Viaduct International 2011 - Present
Volcano Brewing 2010 - 2011
McCrossen's Tavern 2008 - 2010
Wallace Roberts & Todd, LLC 2006 - 2008
SEI 2005 - 2006
Skills
Marketing, Customer Service, Marketing Strategy, Event Planning, Strategic Planning, Sales, Social Media, Account Management, Microsoft Office, New Business Development, Project Management, Start-ups, Business Development, Strategy, Leadership, Entrepreneurship, Human Resources, Digital Marketing, Team Building, Business Strategy
Education
Temple University - Fox School of Business and Management 2001 — 2005
Bachelor of Business Administration (B.B.A.), Magna Cum Laude
University College Dublin 2004 — 2004
Anthony DiOstilio's SEI Experience January 2014 - Present
Job Senior Associate, Institutional Advice at SEI
Industry Investment Management
Experience
SEI January 2014 - Present
SEI November 2011 - January 2014
SEI Investments August 2010 - November 2011
The William C. Dunkelberg Owl Fund January 2009 - December 2009
Skills
Bloomberg, Investments, Equity Research, Valuation, Microsoft Excel, PowerPoint, Financial Analysis, Financial Modeling, Equities, Mutual Funds, Bloomberg Terminal, Morningstar Direct, Fixed Income, Asset Allocation
Education
Temple University - Fox School of Business and Management 2006 — 2010
BBA, Finance and Accounting
CFA Institute
SEI January 2014 - Present
SEI November 2011 - January 2014
SEI Investments August 2010 - November 2011
The William C. Dunkelberg Owl Fund January 2009 - December 2009
Skills
Bloomberg, Investments, Equity Research, Valuation, Microsoft Excel, PowerPoint, Financial Analysis, Financial Modeling, Equities, Mutual Funds, Bloomberg Terminal, Morningstar Direct, Fixed Income, Asset Allocation
Education
Temple University - Fox School of Business and Management 2006 — 2010
BBA, Finance and Accounting
CFA Institute
April Moreno April Moreno's SEI Experience September 2009 - Present
Job Senior Business Analyst at SEI
Industry Financial Services
Experience
SEI September 2009 - Present
SEI September 2008 - September 2009
SEI April 2006 - September 2008
Berman McAleer, Inc. July 2003 - April 2006
Allfirst Financial, Inc June 1996 - June 2003
Meridian Bank February 1991 - May 1996
Skills
Business Analysis, Management, Project Management, Microsoft Office, Customer Service, Leadership, Process Improvement, Analysis, Strategic Planning, Change Management
Education
The Johns Hopkins University
Bachelor of Arts (B.A.), English & History
SEI September 2009 - Present
SEI September 2008 - September 2009
SEI April 2006 - September 2008
Berman McAleer, Inc. July 2003 - April 2006
Allfirst Financial, Inc June 1996 - June 2003
Meridian Bank February 1991 - May 1996
Skills
Business Analysis, Management, Project Management, Microsoft Office, Customer Service, Leadership, Process Improvement, Analysis, Strategic Planning, Change Management
Education
The Johns Hopkins University
Bachelor of Arts (B.A.), English & History
Frederick Schultz Frederick Schultz's SEI Experience September 2012 - June 2015
Job Solutions Delivery Manager at TK Interactive
Industry Financial Services
Experience
TK Interactive June 2015 - Present
SEI September 2012 - June 2015
SEI October 2009 - September 2012
SEI February 2008 - January 2010
Skills
Hedge Funds, Alternative Investments, Mutual Funds, Bloomberg, Investments, Financial Reporting, Private Equity, Project Management, Financial Analysis, Hedge Accounting, Portfolio Management, Equities, Microsoft SQL Server, Project Planning, Hedge Fund..., Atlassian JIRA, Tableau, Confluence, Advent Geneva, Sungard Investier, Business Analysis, Finance
Education
Villanova University 2014 — 2016
MBA, Management Information Systems, Business Analytics
Temple University - Fox School of Business and Management 2003 — 2007
BS, Finance
Springfield Township HS
TK Interactive June 2015 - Present
SEI September 2012 - June 2015
SEI October 2009 - September 2012
SEI February 2008 - January 2010
Skills
Hedge Funds, Alternative Investments, Mutual Funds, Bloomberg, Investments, Financial Reporting, Private Equity, Project Management, Financial Analysis, Hedge Accounting, Portfolio Management, Equities, Microsoft SQL Server, Project Planning, Hedge Fund..., Atlassian JIRA, Tableau, Confluence, Advent Geneva, Sungard Investier, Business Analysis, Finance
Education
Villanova University 2014 — 2016
MBA, Management Information Systems, Business Analytics
Temple University - Fox School of Business and Management 2003 — 2007
BS, Finance
Springfield Township HS
Rob Darsey's SEI Experience August 2007 - Present
Job President
Industry Electrical/Electronic Manufacturing
Experience
SEI August 2007 - Present
Grande Communications February 2000 - December 2006
Stewart Stone, Inc. 1998 - 2000
C3 Communications 1997 - 1998
CSW Communications 1996 - 1997
Central Power and Light 1989 - 1996
Skills
Performance Management, Business Strategy, Software Installation, Start-ups, Team Building, Leadership, New Business Development, Enterprise Software, Customer Service, CRM, Account Management, Telecommunications
Education
Texas A&M University
SEI August 2007 - Present
Grande Communications February 2000 - December 2006
Stewart Stone, Inc. 1998 - 2000
C3 Communications 1997 - 1998
CSW Communications 1996 - 1997
Central Power and Light 1989 - 1996
Skills
Performance Management, Business Strategy, Software Installation, Start-ups, Team Building, Leadership, New Business Development, Enterprise Software, Customer Service, CRM, Account Management, Telecommunications
Education
Texas A&M University
Bruce Logan's SEI Experience ProducerSEIOctober 2010 - Present
Job Producer / Creative Director
Industry Broadcast Media
Experience
SEI ProducerSEIOctober 2010 - Present
MC3 November 2009 - February 2010
First Generation November 2007 - November 2008
RJO Group 2006 - 2008
MJM Creative Services 1990 - 2005
TBA Global 2000 - 2000
Image Zone 1985 - 2000
Skills
Video
Education
University of The Arts 1977 — 1981
Bachelor or Arts, Illustration
SEI ProducerSEIOctober 2010 - Present
MC3 November 2009 - February 2010
First Generation November 2007 - November 2008
RJO Group 2006 - 2008
MJM Creative Services 1990 - 2005
TBA Global 2000 - 2000
Image Zone 1985 - 2000
Skills
Video
Education
University of The Arts 1977 — 1981
Bachelor or Arts, Illustration
Cal Quinn's SEI Experience 2004 - 2006
Job Managing Director, CFO at Drexel Hamilton, LLC
Industry Financial Services
Experience
Drexel Hamilton, LLC 2010 - Present
CorePROFIT Solutions, Inc. 2006 - 2009
SEI 2004 - 2006
SEI Investments 2004 - 2006
UNX 2002 - 2004
Education
United States Naval Academy 1993 — 1997
Drexel Hamilton, LLC 2010 - Present
CorePROFIT Solutions, Inc. 2006 - 2009
SEI 2004 - 2006
SEI Investments 2004 - 2006
UNX 2002 - 2004
Education
United States Naval Academy 1993 — 1997
Amanda Simmons's SEI Experience July 2003 - December 2013
Job Project Coordinator/Inside Sales
Industry Oil & Energy
Experience
Hydraquip Custom Systems, Inc. January 2014 - Present
SEI July 2003 - December 2013
Education
Texas Tech University 1997 — 2001
BS, Family Studies
Hydraquip Custom Systems, Inc. January 2014 - Present
SEI July 2003 - December 2013
Education
Texas Tech University 1997 — 2001
BS, Family Studies
Jeffrey Bruder's SEI Experience July 2013 - Present
Job Specialist Special Activities Group at SEI
Industry Financial Services
Experience
SEI July 2013 - Present
SEI February 2013 - July 2013
SEI May 2011 - February 2013
SEI November 2006 - May 2011
Skills
Investments, Data Analysis, Securities, Mutual Funds, Financial Services, Business Analysis, Wealth Management, Financial Analysis, Equities, Bloomberg, Derivatives, Banking
Education
Temple University - Fox School of Business and Management 2002 — 2006
Bachelor's degree, Finance, General
SEI July 2013 - Present
SEI February 2013 - July 2013
SEI May 2011 - February 2013
SEI November 2006 - May 2011
Skills
Investments, Data Analysis, Securities, Mutual Funds, Financial Services, Business Analysis, Wealth Management, Financial Analysis, Equities, Bloomberg, Derivatives, Banking
Education
Temple University - Fox School of Business and Management 2002 — 2006
Bachelor's degree, Finance, General
Darlene Saric's SEI Experience 1979 - 1986
Job Fiber Artist at Retired
Industry Computer Software
Experience
Retired October 2014 - Present
Discover Financial Services 1995 - October 2014
SPR 1991 - 1999
Budget Rent A Car 1983 - 1990
SEI 1979 - 1986
Health Care Services 1976 - 1979
Inland Steel 1974 - 1976
ICL 1970 - 1973
IBM 1966 - 1970
Skills
Credit Risk, Data Warehousing, Debt Collection, Business Intelligence, Data Modeling, Credit, Enterprise Risk..., Banking, Risk Management, Databases, Data Marts, Dimensional Modeling, Credit Scoring, Data Integration, Teradata, Data Quality, Database Design, ETL, Operational Risk, OLAP, Fraud Prevention, Compliance, Data Warehouse..., Logical Data Modeling, Physical Data Modeling, Conceptual Modeling, Star Schema, ER/Studio, Data Administration, Erwin, Operational Systems, Data Structures, Sensitive Data, Data Governance, Graphic Design, Payment Cards, Data Architecture, Fiber Artist, Devon Rex Breeder, Rental Car Systems, Enterprise Architecture, Data Management, SDLC, Business Analysis, Cognos, Requirements Gathering, Business Objects, Requirements Analysis, Data Mining, Predictive Analytics
Education
The University of Chicago Booth School of Business 1973 — 1974
MBA, Finance, Economics
The University of Chicago 1963 — 1966
SB, Biology, Cognitive Science
University of Illinois at Chicago 1962 — 1963
Biology
Retired October 2014 - Present
Discover Financial Services 1995 - October 2014
SPR 1991 - 1999
Budget Rent A Car 1983 - 1990
SEI 1979 - 1986
Health Care Services 1976 - 1979
Inland Steel 1974 - 1976
ICL 1970 - 1973
IBM 1966 - 1970
Skills
Credit Risk, Data Warehousing, Debt Collection, Business Intelligence, Data Modeling, Credit, Enterprise Risk..., Banking, Risk Management, Databases, Data Marts, Dimensional Modeling, Credit Scoring, Data Integration, Teradata, Data Quality, Database Design, ETL, Operational Risk, OLAP, Fraud Prevention, Compliance, Data Warehouse..., Logical Data Modeling, Physical Data Modeling, Conceptual Modeling, Star Schema, ER/Studio, Data Administration, Erwin, Operational Systems, Data Structures, Sensitive Data, Data Governance, Graphic Design, Payment Cards, Data Architecture, Fiber Artist, Devon Rex Breeder, Rental Car Systems, Enterprise Architecture, Data Management, SDLC, Business Analysis, Cognos, Requirements Gathering, Business Objects, Requirements Analysis, Data Mining, Predictive Analytics
Education
The University of Chicago Booth School of Business 1973 — 1974
MBA, Finance, Economics
The University of Chicago 1963 — 1966
SB, Biology, Cognitive Science
University of Illinois at Chicago 1962 — 1963
Biology
Michael Litz, CIMA®'s SEI Experience July 2004 - May 2007
Job Nonprofit Sales Executive at Vanguard
Industry Financial Services
Experience
Vanguard November 2014 - Present
Vanguard June 2013 - December 2014
Vanguard October 2011 - June 2013
Vanguard November 2010 - October 2011
AXA Advisors 2009 - January 2011
Lincoln Financial Distributors 2007 - 2009
SEI July 2004 - May 2007
Richmond Financial Services January 2004 - July 2004
United States Secret Service April 2003 - January 2004
Towers Perrin January 2003 - April 2003
Skills
ETFs, Variable Annuities, Life Insurance, Series 63, Series 7, Mutual Funds, Retirement Planning, Fixed Annuities, Series 65, Investments, Wealth Management, Securities, Separately Managed..., Insurance, Strategic Financial..., Investment Advisory, Portfolio Management, Asset Managment, Asset Allocation, Alternative Investments, Financial Analysis, Series 6, Finance
Education
Villanova University 2007 — 2014
MBA, Business Administration and Management, General
The George Washington University - School of Business 1997 — 2001
B.B.A, Business Administration and Management, General
Vanguard November 2014 - Present
Vanguard June 2013 - December 2014
Vanguard October 2011 - June 2013
Vanguard November 2010 - October 2011
AXA Advisors 2009 - January 2011
Lincoln Financial Distributors 2007 - 2009
SEI July 2004 - May 2007
Richmond Financial Services January 2004 - July 2004
United States Secret Service April 2003 - January 2004
Towers Perrin January 2003 - April 2003
Skills
ETFs, Variable Annuities, Life Insurance, Series 63, Series 7, Mutual Funds, Retirement Planning, Fixed Annuities, Series 65, Investments, Wealth Management, Securities, Separately Managed..., Insurance, Strategic Financial..., Investment Advisory, Portfolio Management, Asset Managment, Asset Allocation, Alternative Investments, Financial Analysis, Series 6, Finance
Education
Villanova University 2007 — 2014
MBA, Business Administration and Management, General
The George Washington University - School of Business 1997 — 2001
B.B.A, Business Administration and Management, General
Scott Ward, CRM's SEI Experience 1991 - 1993
Job Information Governance; Records & Information Management
Industry Information Technology and Services
Experience
Caterpillar Inc. September 2012 - Present
Ameriprise Financial Services, Inc. June 2006 - June 2012
Ameriprise Financial Services, Inc. 2006 - 2012
Ameriprise Financial Services, Inc. 2006 - 2012
Ameriprise Financial Services, Inc. 2006 - 2012
Wells Fargo Bank 2004 - 2006
MIRM February 2002 - May 2004
SEI 1991 - 1993
St. John's River Power Park 1989 - 1991
Skills
Litigation Support, Public Speaking, Records Management, Information Management, Compliance, Metadata Standards, Document Management, Taxonomy Development, Business Analysis, Risk Management, Document Imaging, Vendor Management, Team Leadership, EDRMS, Taxonomy, Governance, Management, Program Management, Leadership, CRM, Knowledge Management, Enterprise Content..., Content Management, Professional Services, Enterprise Software, Records, Analysis, Project Management, Policy
Education
The University of North Dakota 1980 — 1985
Bachelor of Arts (B.A.), Cultural Anthropology
Caterpillar Inc. September 2012 - Present
Ameriprise Financial Services, Inc. June 2006 - June 2012
Ameriprise Financial Services, Inc. 2006 - 2012
Ameriprise Financial Services, Inc. 2006 - 2012
Ameriprise Financial Services, Inc. 2006 - 2012
Wells Fargo Bank 2004 - 2006
MIRM February 2002 - May 2004
SEI 1991 - 1993
St. John's River Power Park 1989 - 1991
Skills
Litigation Support, Public Speaking, Records Management, Information Management, Compliance, Metadata Standards, Document Management, Taxonomy Development, Business Analysis, Risk Management, Document Imaging, Vendor Management, Team Leadership, EDRMS, Taxonomy, Governance, Management, Program Management, Leadership, CRM, Knowledge Management, Enterprise Content..., Content Management, Professional Services, Enterprise Software, Records, Analysis, Project Management, Policy
Education
The University of North Dakota 1980 — 1985
Bachelor of Arts (B.A.), Cultural Anthropology
Janet Seals's SEI Experience February 1990 - September 1995
Job Relationship Manager at Dorsa Consulting Services, Inc.
Industry Financial Services
Experience
DCS Retirement Group, Inc. October 2009 - Present
DCS Retirement Group, Inc. 2009 - Present
ING September 2000 - October 2009
ING Financial Services 2007 - 2009
ING America 1995 - 2009
ReliaStar Retierment Plans September 1997 - September 2000
KPMG Peat Marwick September 1995 - August 1997
SEI February 1990 - September 1995
Austin Industries, Inc. April 1981 - December 1989
Skills
401k, Series 6, Defined Contribution, Series 7, Profit Sharing, ERISA, Retirement Planning, Series 63, Asset Management, Mutual Funds, Retirement, Asset Allocation, Investment Strategies, Insurance, Pensions, Defined Benefit, Fixed Income, Financial Services, IRAs, Investment Advisory, Securities
Education
The University of Texas at Arlington 1976 — 1981
BBA
The University of Texas at Arlington 1976 — 1981
Bachelor of Business Administration, Systems Analysis
DCS Retirement Group, Inc. October 2009 - Present
DCS Retirement Group, Inc. 2009 - Present
ING September 2000 - October 2009
ING Financial Services 2007 - 2009
ING America 1995 - 2009
ReliaStar Retierment Plans September 1997 - September 2000
KPMG Peat Marwick September 1995 - August 1997
SEI February 1990 - September 1995
Austin Industries, Inc. April 1981 - December 1989
Skills
401k, Series 6, Defined Contribution, Series 7, Profit Sharing, ERISA, Retirement Planning, Series 63, Asset Management, Mutual Funds, Retirement, Asset Allocation, Investment Strategies, Insurance, Pensions, Defined Benefit, Fixed Income, Financial Services, IRAs, Investment Advisory, Securities
Education
The University of Texas at Arlington 1976 — 1981
BBA
The University of Texas at Arlington 1976 — 1981
Bachelor of Business Administration, Systems Analysis
Gilles Lanctôt's SEI Experience September 2001 - May 2015
Job Consultant
Industry Investment Management
Experience
SEI September 2001 - May 2015
Education
Université du Québec à Montréal
Baccalauréat es sciences comptables, Comptabilité et finance
SEI September 2001 - May 2015
Education
Université du Québec à Montréal
Baccalauréat es sciences comptables, Comptabilité et finance
Wayne Caldwell's SEI Experience July 2008 - January 2012
Job “Speak ill of no man, but speak all the good you know of everybody.” Benjamin Franklin
Industry Financial Services
Experience
J.P. Morgan August 2012 - Present
JPMorgan Chase January 2011 - August 2012
SEI July 2008 - January 2012
SAMUEL PALEY LIBRARY September 2006 - May 2008
DELAWARE VALLEY PAYROLL May 2007 - August 2007
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Account Reconciliation, Analysis, Microsoft Word, Derivatives, Financial Analysis, Financial Reporting
Education
Temple University - Fox School of Business and Management 2006 — 2009
Bachelor of Business Administration (BBA), Finance and Real Estate
J.P. Morgan August 2012 - Present
JPMorgan Chase January 2011 - August 2012
SEI July 2008 - January 2012
SAMUEL PALEY LIBRARY September 2006 - May 2008
DELAWARE VALLEY PAYROLL May 2007 - August 2007
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Account Reconciliation, Analysis, Microsoft Word, Derivatives, Financial Analysis, Financial Reporting
Education
Temple University - Fox School of Business and Management 2006 — 2009
Bachelor of Business Administration (BBA), Finance and Real Estate
Donna Groff's SEI Experience March 2015 - Present
Job Manager/Admin
Industry Executive Office
Experience
SEI March 2015 - Present
Crystal Springs 2010 - October 2013
Idearc Media 1999 - 2009
Skills
Marketing, Advertising, CRM, Salesforce.com, Social Media Marketing, Lead Generation, Customer-focused Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Filing, Data Entry, Telephone Skills, Purchasing, Accounts Receivable, Problem Solving, Problem Management, Receptionist Duties, Shipping & Receiving, Scheduling, Presentations, Banking, Cash Handling, Account Management, Sales Operations, InDesign, Customer Service, Management, Sales, New Business Development, Illustrator, Photoshop
Education
Ultimate Medical Academy 2014 — 2015
Nursing Administrative Assistant, Nursing Administration
University Of Phoenix 2004 — 2008
Bachelors, Science/Business Management
SEI March 2015 - Present
Crystal Springs 2010 - October 2013
Idearc Media 1999 - 2009
Skills
Marketing, Advertising, CRM, Salesforce.com, Social Media Marketing, Lead Generation, Customer-focused Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Filing, Data Entry, Telephone Skills, Purchasing, Accounts Receivable, Problem Solving, Problem Management, Receptionist Duties, Shipping & Receiving, Scheduling, Presentations, Banking, Cash Handling, Account Management, Sales Operations, InDesign, Customer Service, Management, Sales, New Business Development, Illustrator, Photoshop
Education
Ultimate Medical Academy 2014 — 2015
Nursing Administrative Assistant, Nursing Administration
University Of Phoenix 2004 — 2008
Bachelors, Science/Business Management
Christopher Van Zandt's SEI Experience 1996 - 2008
Job Realtor at Coldwell Banker Preferred
Industry Real Estate
Experience
Coldwell Banker Preferred 2012 - Present
GreenWave Technologies LLC 2008 - 2012
SEI 1996 - 2008
Skills
New Business Development, Contract Negotiation, Sales Management, Marketing Strategy, Business Development, Project Management, Negotiation, Customer Service, Proposal Writing, Microsoft Office, Start-ups, Marketing, Project Planning, Social Media, Operations Management, Team Building, Budgets, Change Management, Sales, Selling, Green Properties, Real Estate Transactions, Strategic Planning, Real Estate, Green Building, Commercial Real Estate, Energy Efficiency, Investment Properties
Education
The George Washington University 1987 — 1992
Bachelor of Science (BS), Communication and Media Studies
LaSalle College High School 1983 — 1987
Coldwell Banker Preferred 2012 - Present
GreenWave Technologies LLC 2008 - 2012
SEI 1996 - 2008
Skills
New Business Development, Contract Negotiation, Sales Management, Marketing Strategy, Business Development, Project Management, Negotiation, Customer Service, Proposal Writing, Microsoft Office, Start-ups, Marketing, Project Planning, Social Media, Operations Management, Team Building, Budgets, Change Management, Sales, Selling, Green Properties, Real Estate Transactions, Strategic Planning, Real Estate, Green Building, Commercial Real Estate, Energy Efficiency, Investment Properties
Education
The George Washington University 1987 — 1992
Bachelor of Science (BS), Communication and Media Studies
LaSalle College High School 1983 — 1987
Colleen Stratton's SEI Experience May 2007 - Present
Job Workforce Development at SEI
Industry Financial Services
Experience
SEI May 2007 - Present
CBI Group November 2001 - May 2007
The Siegfried Group December 2002 - July 2006
Innovative Consulting 1998 - 2001
fortera 2000 - 2000
XRT 1997 - 1998
ICON Solutions 1994 - 1997
Skills
Employee Benefits, Strategic Planning, Risk Management, Performance Management, Change Management, Asset Managment, Project Management, Financial Services
Education
Case Western Reserve University - Weatherhead School of Management 1990 — 1991
MBA, Finance
The Catholic University of America 1986 — 1990
BA, Finance
SEI May 2007 - Present
CBI Group November 2001 - May 2007
The Siegfried Group December 2002 - July 2006
Innovative Consulting 1998 - 2001
fortera 2000 - 2000
XRT 1997 - 1998
ICON Solutions 1994 - 1997
Skills
Employee Benefits, Strategic Planning, Risk Management, Performance Management, Change Management, Asset Managment, Project Management, Financial Services
Education
Case Western Reserve University - Weatherhead School of Management 1990 — 1991
MBA, Finance
The Catholic University of America 1986 — 1990
BA, Finance
Thomas Valerio's SEI Experience February 2014 - Present
Job Relationship Manager at SEI
Industry Financial Services
Experience
SEI February 2014 - Present
SEI November 2012 - January 2014
SEI March 2011 - November 2012
SEI Investments August 2007 - February 2011
AstraZeneca 2006 - 2006
Skills
Financial Services, Business Analysis, Financial Analysis, Strategic Planning, Service Management, Product Development, Relationship Management, Change Management, Banking, Asset Management, Project Management, Leadership, Management, Portfolio Management, Equities, Mutual Funds, Investments
Education
The Johns Hopkins University 2003 — 2007
Bachelors, Economics
SEI February 2014 - Present
SEI November 2012 - January 2014
SEI March 2011 - November 2012
SEI Investments August 2007 - February 2011
AstraZeneca 2006 - 2006
Skills
Financial Services, Business Analysis, Financial Analysis, Strategic Planning, Service Management, Product Development, Relationship Management, Change Management, Banking, Asset Management, Project Management, Leadership, Management, Portfolio Management, Equities, Mutual Funds, Investments
Education
The Johns Hopkins University 2003 — 2007
Bachelors, Economics
Evette Evans Caze's SEI Experience February 2010 - November 2010
Job Director at Fitch Ratings
Industry Financial Services
Experience
Fitch Ratings February 2011 - Present
Ambac November 2010 - June 2011
SEI February 2010 - November 2010
TD Asset Management June 2009 - December 2009
FGIC June 2006 - December 2008
Radian Asset Assurance 2004 - 2006
Moody's Investors Service 2001 - 2004
Morgan Stanley 2001 - 2001
Skills
Bloomberg, Bonds, Credit, Credit Analysis, Financial Modeling, Fixed Income
Education
The New School 2003 — 2006
MS, Urban Policy
New York University - Leonard N. Stern School of Business 1996 — 2000
BS, Finance
Merion Mercy Academy
Fitch Ratings February 2011 - Present
Ambac November 2010 - June 2011
SEI February 2010 - November 2010
TD Asset Management June 2009 - December 2009
FGIC June 2006 - December 2008
Radian Asset Assurance 2004 - 2006
Moody's Investors Service 2001 - 2004
Morgan Stanley 2001 - 2001
Skills
Bloomberg, Bonds, Credit, Credit Analysis, Financial Modeling, Fixed Income
Education
The New School 2003 — 2006
MS, Urban Policy
New York University - Leonard N. Stern School of Business 1996 — 2000
BS, Finance
Merion Mercy Academy
Gregory Johnson, CPA, CPCU, CLU's SEI Experience 1991 - 1998
Job Financial Control Risk Manager at Voya Financial
Industry Insurance
Experience
Voya Financial June 2015 - Present
ACE January 2008 - Present
ACE November 2004 - January 2008
ACE June 2003 - November 2004
ACE December 1999 - June 2003
Prudential Insurance September 1998 - December 1999
SEI Investments March 1996 - September 1998
SEI 1991 - 1998
Skills
Sarbanes-Oxley Act, Insurance, Financial Risk, Internal Controls, Finance, Enterprise Risk..., Risk Management, Financial Analysis, Financial Reporting, Sarbanes-Oxley, Analysis, Risk Assessment, External Audit, Accounting, Auditing, Internal Audit, Reinsurance, Management, Due Diligence, Financial Services
Education
Trinity College-Hartford 1986 — 1990
BA, Economics
Episcopal Academy 1979 — 1986
Voya Financial June 2015 - Present
ACE January 2008 - Present
ACE November 2004 - January 2008
ACE June 2003 - November 2004
ACE December 1999 - June 2003
Prudential Insurance September 1998 - December 1999
SEI Investments March 1996 - September 1998
SEI 1991 - 1998
Skills
Sarbanes-Oxley Act, Insurance, Financial Risk, Internal Controls, Finance, Enterprise Risk..., Risk Management, Financial Analysis, Financial Reporting, Sarbanes-Oxley, Analysis, Risk Assessment, External Audit, Accounting, Auditing, Internal Audit, Reinsurance, Management, Due Diligence, Financial Services
Education
Trinity College-Hartford 1986 — 1990
BA, Economics
Episcopal Academy 1979 — 1986
Steve Egbert's SEI Experience July 1993 - June 1997
Job Supervisory Special Agent
Industry Law Enforcement
Experience
US Government June 1997 - Present
SEI July 1993 - June 1997
US Army May 1988 - July 1993
Skills
Private Investigations, Enforcement, National Security, Homeland Security, Security Clearance, Criminal Law, Military, DoD, Government, Policy, Firearms, Crisis Management, Tactics, Investigation, Security, Intelligence, Defense, Force Protection, Physical Security, Weapons, Criminal Investigations, Interrogation, Intelligence Analysis, Internal Investigations, Counterterrorism, Program Management, Police, Counterintelligence, Evidence, Special Operations, Emergency Management, Security Operations, Command, Surveillance, Fraud, Criminal Justice, Security Management, Executive Protection, Federal Law Enforcement, Law Enforcement
Education
United States Military Academy at West Point 1984 — 1988
B.S., Mechanical Engineering
Chaminade High School 1980 — 1984
High School
US Government June 1997 - Present
SEI July 1993 - June 1997
US Army May 1988 - July 1993
Skills
Private Investigations, Enforcement, National Security, Homeland Security, Security Clearance, Criminal Law, Military, DoD, Government, Policy, Firearms, Crisis Management, Tactics, Investigation, Security, Intelligence, Defense, Force Protection, Physical Security, Weapons, Criminal Investigations, Interrogation, Intelligence Analysis, Internal Investigations, Counterterrorism, Program Management, Police, Counterintelligence, Evidence, Special Operations, Emergency Management, Security Operations, Command, Surveillance, Fraud, Criminal Justice, Security Management, Executive Protection, Federal Law Enforcement, Law Enforcement
Education
United States Military Academy at West Point 1984 — 1988
B.S., Mechanical Engineering
Chaminade High School 1980 — 1984
High School
Jane Sausanavage's SEI Experience 1990 - 1992
Job IT Business Analyst at Chubb
Industry Information Technology and Services
Experience
Chubb April 2012 - Present
Booz & Company July 2010 - May 2011
Strategic Staffing Solutions 2005 - 2008
Wachovia 1992 - 2004
SEI 1990 - 1992
Skills
Requirements Analysis, SDLC, Analysis, Business Requirements, Project Management, Testing, Requirements Gathering, Business Process..., Systems Analysis, Business Process, Visio, Vendor Management, Process Improvement, CRM, Business Analysis
Education
The College of New Jersey
BS, Business Administration
Chubb April 2012 - Present
Booz & Company July 2010 - May 2011
Strategic Staffing Solutions 2005 - 2008
Wachovia 1992 - 2004
SEI 1990 - 1992
Skills
Requirements Analysis, SDLC, Analysis, Business Requirements, Project Management, Testing, Requirements Gathering, Business Process..., Systems Analysis, Business Process, Visio, Vendor Management, Process Improvement, CRM, Business Analysis
Education
The College of New Jersey
BS, Business Administration
Doug Conkel's SEI Experience April 1990 - October 1994
Job Principal and Senior Benefits Consultant at Milliman
Industry Financial Services
Experience
Milliman October 1994 - Present
SEI April 1990 - October 1994
Skills
Defined Benefit, Employee Benefits, Insurance, Pensions, 401k, Benefits Administration, Retirement Planning, Asset Allocation, Deferred Compensation, Mutual Funds, Retirement, ERISA, Investment Advisory, Investments, Relationship Management, Strategic Planning, Retirement Plan...
Education
The University of Texas at Dallas 1986 — 1988
Bachelor of Economics and Finance
Texas Tech University 1984 — 1986
Milliman October 1994 - Present
SEI April 1990 - October 1994
Skills
Defined Benefit, Employee Benefits, Insurance, Pensions, 401k, Benefits Administration, Retirement Planning, Asset Allocation, Deferred Compensation, Mutual Funds, Retirement, ERISA, Investment Advisory, Investments, Relationship Management, Strategic Planning, Retirement Plan...
Education
The University of Texas at Dallas 1986 — 1988
Bachelor of Economics and Finance
Texas Tech University 1984 — 1986
Mary Jane Bobyock, CFA's SEI Experience June 2012 - Present
Job SEI Director, Strategic Advice for Nonprofit
Industry Investment Management
Experience
SEI June 2012 - Present
Russell Investments 2007 - 2012
Morgan Stanley Investment Management/Miller, Anderson & Sherrerd 1990 - 2007
Skills
Asset Managment, Alternative Investments, Asset Allocation, Investment Advisory...
Education
Temple University - Fox School of Business and Management
MBA
SEI June 2012 - Present
Russell Investments 2007 - 2012
Morgan Stanley Investment Management/Miller, Anderson & Sherrerd 1990 - 2007
Skills
Asset Managment, Alternative Investments, Asset Allocation, Investment Advisory...
Education
Temple University - Fox School of Business and Management
MBA
Julie Kirkpatrick's SEI Experience March 1995 - January 1996
Job President at Lang Asset Management, Inc.
Industry Investment Management
Experience
Lang Asset Management, Inc. January 1990 - Present
SEI March 1995 - January 1996
Skills
Strategic Planning, Portfolio Management, Investments, Asset Managment, Business Strategy, Asset Management, Marketing, Alternative Investments, Financial Modeling, Fixed Income, Start-ups, Management, Due Diligence, Finance, Financial Analysis, Valuation, Equities, Hedge Funds, Wealth Management
Education
The University of Georgia 1982 — 1985
Bachelor of Business Administration (BBA), Finance, General
University of Colorado at Boulder 1981 — 1982
none
Lang Asset Management, Inc. January 1990 - Present
SEI March 1995 - January 1996
Skills
Strategic Planning, Portfolio Management, Investments, Asset Managment, Business Strategy, Asset Management, Marketing, Alternative Investments, Financial Modeling, Fixed Income, Start-ups, Management, Due Diligence, Finance, Financial Analysis, Valuation, Equities, Hedge Funds, Wealth Management
Education
The University of Georgia 1982 — 1985
Bachelor of Business Administration (BBA), Finance, General
University of Colorado at Boulder 1981 — 1982
none
Mary Lou Eckerle's SEI Experience April 2012 - Present
Job Director of US Operations Control at SEI
Industry Financial Services
Experience
SEI April 2012 - Present
SEI July 2005 - April 2012
Fiserv August 2004 - February 2005
BNP Paribas Financial Services, Cooper Neff 1993 - 2004
Unisys June 1989 - May 1993
Unisys May 1985 - January 1989
Skills
Equities, Business Analysis, SDLC, Fixed Income, Risk Management, Process Improvement, Product Management, Project Management, Vendor Management, Outsourcing, Strategic Planning, Program Management
Education
Temple University - Fox School of Business and Management 1983 — 1985
BBA, Computer and Informational Science
SEI April 2012 - Present
SEI July 2005 - April 2012
Fiserv August 2004 - February 2005
BNP Paribas Financial Services, Cooper Neff 1993 - 2004
Unisys June 1989 - May 1993
Unisys May 1985 - January 1989
Skills
Equities, Business Analysis, SDLC, Fixed Income, Risk Management, Process Improvement, Product Management, Project Management, Vendor Management, Outsourcing, Strategic Planning, Program Management
Education
Temple University - Fox School of Business and Management 1983 — 1985
BBA, Computer and Informational Science
Amanda Hamer's SEI Experience August 2013 - Present
Job Bank Debt Specialist
Industry Financial Services
Experience
SEI August 2013 - Present
SEI January 2012 - August 2013
Citizens Bank March 2011 - December 2011
Citizens Bank June 2009 - February 2011
Baja Beach Tanning Salon 2004 - 2008
Skills
Financial Analysis, Portfolio Management, Banking, Financial Services, Finance, Loans, Process Improvement, Leadership, Customer Service, Business Analysis, Sales, Management, Analysis, Marketing, Account Management, Microsoft Excel
Education
Temple University - Fox School of Business and Management 2005 — 2009
BBA, Finance, International Business
SEI August 2013 - Present
SEI January 2012 - August 2013
Citizens Bank March 2011 - December 2011
Citizens Bank June 2009 - February 2011
Baja Beach Tanning Salon 2004 - 2008
Skills
Financial Analysis, Portfolio Management, Banking, Financial Services, Finance, Loans, Process Improvement, Leadership, Customer Service, Business Analysis, Sales, Management, Analysis, Marketing, Account Management, Microsoft Excel
Education
Temple University - Fox School of Business and Management 2005 — 2009
BBA, Finance, International Business
Adam Wittenberg's SEI Experience January 2011 - July 2011
Job Senior Accountant at Citi
Industry Accounting
Experience
Citi February 2013 - Present
Citco Fund Services September 2011 - May 2012
SEI January 2011 - July 2011
TheMarkets.com July 2010 - September 2010
US Army October 2001 - February 2006
Skills
Financial Analysis, Microsoft Excel
Education
The Ohio State University 2007 — 2010
Citi February 2013 - Present
Citco Fund Services September 2011 - May 2012
SEI January 2011 - July 2011
TheMarkets.com July 2010 - September 2010
US Army October 2001 - February 2006
Skills
Financial Analysis, Microsoft Excel
Education
The Ohio State University 2007 — 2010
Afia Cuffe's SEI Experience May 2005 - September 2005
Job Management Consulting Professional
Industry Banking
Experience
J.P. Morgan April 2013 - Present
J.P. Morgan September 2011 - March 2013
HSBC January 2008 - March 2009
HSBC May 2006 - January 2008
SEI May 2005 - September 2005
Skills
Management, Leadership, Customer Service, Financial Services, Team Building, Business Analysis, Finance, Banking, Coaching, Financial Analysis, Marketing Strategy, Vendor Management
Education
Temple University - Fox School of Business and Management 2002 — 2006
Bachelors of Business Adminstration, Finance and Real Estate
J.P. Morgan April 2013 - Present
J.P. Morgan September 2011 - March 2013
HSBC January 2008 - March 2009
HSBC May 2006 - January 2008
SEI May 2005 - September 2005
Skills
Management, Leadership, Customer Service, Financial Services, Team Building, Business Analysis, Finance, Banking, Coaching, Financial Analysis, Marketing Strategy, Vendor Management
Education
Temple University - Fox School of Business and Management 2002 — 2006
Bachelors of Business Adminstration, Finance and Real Estate
Peter Toscani, CFA's SEI Experience March 2013 - January 2014
Job Ass. Research Analyst at The Killen Group
Industry Investment Management
Experience
The Killen Group January 2014 - Present
SEI March 2013 - January 2014
Zeke Capital Advisors, LLC November 2008 - March 2013
Towers Watson July 2006 - November 2008
US Navy May 2001 - July 2006
Skills
Valuation, Financial Modeling, Investments, Asset Managment, Equities, Hedge Funds, Actuarial Science, Risk Management, Alternative Investments, Pensions, Financial Analysis, Microsoft Excel, Due Diligence, Access, Statistics, Private Equity, Portfolio Management, Strategic Planning, Retirement, VBA, Asset Allocation, Asset Management
Education
United States Naval Academy 1997 — 2001
B.S., Computer Science
Conestoga High School 1994 — 1997
The Killen Group January 2014 - Present
SEI March 2013 - January 2014
Zeke Capital Advisors, LLC November 2008 - March 2013
Towers Watson July 2006 - November 2008
US Navy May 2001 - July 2006
Skills
Valuation, Financial Modeling, Investments, Asset Managment, Equities, Hedge Funds, Actuarial Science, Risk Management, Alternative Investments, Pensions, Financial Analysis, Microsoft Excel, Due Diligence, Access, Statistics, Private Equity, Portfolio Management, Strategic Planning, Retirement, VBA, Asset Allocation, Asset Management
Education
United States Naval Academy 1997 — 2001
B.S., Computer Science
Conestoga High School 1994 — 1997
Chris Ruppenstein's SEI Experience 2014 - Present
Job Director at SEI Investments
Industry Financial Services
Experience
SEI 2014 - Present
KraneShares 2012 - 2014
TD Securities 1997 - 2012
ESI Securities Company 1995 - 1997
KPMG 1992 - 1995
Skills
Commercial Lending, Small Business Lending, Loans, Commercial Banking, Credit, Credit Analysis, Lines Of Credit, Banking, Consumer Lending, Mortgage Lending, Commercial Mortgages, Fixed Income, Portfolio Management, Capital Markets, Wealth Management
Education
The Catholic University of America 1988 — 1992
BS, History, Political Science
SEI 2014 - Present
KraneShares 2012 - 2014
TD Securities 1997 - 2012
ESI Securities Company 1995 - 1997
KPMG 1992 - 1995
Skills
Commercial Lending, Small Business Lending, Loans, Commercial Banking, Credit, Credit Analysis, Lines Of Credit, Banking, Consumer Lending, Mortgage Lending, Commercial Mortgages, Fixed Income, Portfolio Management, Capital Markets, Wealth Management
Education
The Catholic University of America 1988 — 1992
BS, History, Political Science
Thomas Chmieleski's SEI Experience July 2010 - August 2012
Job Analyst at BlackRock
Industry Financial Services
Experience
BlackRock June 2013 - Present
SEI July 2010 - August 2012
Precision Realty Group May 2009 - May 2010
KTR Capital Partners May 2008 - August 2008
Skills
Microsoft Excel, Financial Modeling, Financial Analysis
Education
Temple University - Fox School of Business and Management 2012 — 2013
Master of Science (M.S.), Investment Management
Villanova University 2006 — 2009
Bachelor of Business Administration (B.B.A.), Finance
BlackRock June 2013 - Present
SEI July 2010 - August 2012
Precision Realty Group May 2009 - May 2010
KTR Capital Partners May 2008 - August 2008
Skills
Microsoft Excel, Financial Modeling, Financial Analysis
Education
Temple University - Fox School of Business and Management 2012 — 2013
Master of Science (M.S.), Investment Management
Villanova University 2006 — 2009
Bachelor of Business Administration (B.B.A.), Finance
beth reidy's SEI Experience 2005 - 2006
Job Sr. Data Warehousing Consultant/Founder at brh LLC
Industry Information Technology and Services
Experience
brh LLC November 2006 - Present
SEI 2005 - 2006
Gazelle Consulting 2002 - 2005
Greenbrier & Russel 2000 - 2002
Levenson & Hill 1997 - 1999
Skills
SDLC, Business Intelligence, Enterprise Architecture
Education
Texas A&M University 1990 — 1994
bba, MARKETING
brh LLC November 2006 - Present
SEI 2005 - 2006
Gazelle Consulting 2002 - 2005
Greenbrier & Russel 2000 - 2002
Levenson & Hill 1997 - 1999
Skills
SDLC, Business Intelligence, Enterprise Architecture
Education
Texas A&M University 1990 — 1994
bba, MARKETING
Nina Ritchie's SEI Experience 2007 - 2011
Job Director of Marketing at Fresh Hospitality
Industry Marketing and Advertising
Experience
Fresh Hospitality August 2014 - Present
Tennessee Brew Works September 2013 - Present
Vanderbilt Owen Graduate School of Management August 2012 - May 2014
Johnson & Johnson June 2013 - August 2013
First Keystone Energy Group 2011 - 2012
SEI 2007 - 2011
State Street 2005 - 2006
Skills
Investments, Mutual Funds, Marketing Strategy, Financial Modeling, Valuation, Financial Analysis, Bloomberg, Due Diligence, Corporate Finance, Strategic Financial..., Asset Management, Portfolio Management, Analysis, Finance, Risk Management, Equities, Asset Allocation, Financial Services, Economics, Fixed Income, Hedge Funds, Securities
Education
Vanderbilt University - Owen Graduate School of Management 2012 — 2014
Master of Business Administration (MBA), Marketing, Operations
Vanderbilt University - Owen Graduate School of Management 2012 — 2014
Master of Business Administration (MBA), Marketing, Strategy, & Operations
Tulane University 2001 — 2005
BSM, Finance & Art History
William Penn Charter School 1989 — 2001
Fresh Hospitality August 2014 - Present
Tennessee Brew Works September 2013 - Present
Vanderbilt Owen Graduate School of Management August 2012 - May 2014
Johnson & Johnson June 2013 - August 2013
First Keystone Energy Group 2011 - 2012
SEI 2007 - 2011
State Street 2005 - 2006
Skills
Investments, Mutual Funds, Marketing Strategy, Financial Modeling, Valuation, Financial Analysis, Bloomberg, Due Diligence, Corporate Finance, Strategic Financial..., Asset Management, Portfolio Management, Analysis, Finance, Risk Management, Equities, Asset Allocation, Financial Services, Economics, Fixed Income, Hedge Funds, Securities
Education
Vanderbilt University - Owen Graduate School of Management 2012 — 2014
Master of Business Administration (MBA), Marketing, Operations
Vanderbilt University - Owen Graduate School of Management 2012 — 2014
Master of Business Administration (MBA), Marketing, Strategy, & Operations
Tulane University 2001 — 2005
BSM, Finance & Art History
William Penn Charter School 1989 — 2001
Eliza Schrock's SEI Experience June 2011 - Present
Job IMS Separately Managed Accounts Supervisor
Industry Financial Services
Experience
SEI June 2011 - Present
SEI January 2011 - June 2011
SEI March 2008 - January 2011
Kellogg Company May 2006 - August 2006
Skills
Microsoft Excel
Education
Trinity International University 2003 — 2007
Bachelor's degree, Accounting and Business/Management
SEI June 2011 - Present
SEI January 2011 - June 2011
SEI March 2008 - January 2011
Kellogg Company May 2006 - August 2006
Skills
Microsoft Excel
Education
Trinity International University 2003 — 2007
Bachelor's degree, Accounting and Business/Management
Sarah Ammons's SEI Experience 1992 - December 1993
Job DC Solutions Coordinator at Milliman
Industry Financial Services
Experience
Milliman January 1994 - Present
SEI 1992 - December 1993
Fidelity Investments 1985 - 1992
Skills
Retirement, Microsoft Excel, Microsoft Office, Employee Benefits, Health Insurance, Risk Management, Insurance, Reinsurance, Life Insurance
Education
Texas Christian University
BBA, Marketing and Management
Texas Christian University - M.J. Neeley School of Business
MBA, Finance
Milliman January 1994 - Present
SEI 1992 - December 1993
Fidelity Investments 1985 - 1992
Skills
Retirement, Microsoft Excel, Microsoft Office, Employee Benefits, Health Insurance, Risk Management, Insurance, Reinsurance, Life Insurance
Education
Texas Christian University
BBA, Marketing and Management
Texas Christian University - M.J. Neeley School of Business
MBA, Finance
Angela Lester's SEI Experience 2010 - September 2012
Job Investment Management Group at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial September 2012 - Present
SEI 2010 - September 2012
SEI 2008 - 2010
SEI 2006 - 2008
Skills
Mutual Funds, Investments, Investment Strategies, Fixed Income, Equities, Fiduciary Services, Investment Advisory..., Market Research, Retirement, Industry Research, Defined Contribution, Asset Allocation
Education
Temple University - Fox School of Business and Management 2004 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
University of Hartford 2002 — 2003
Finance
Nationwide Financial September 2012 - Present
SEI 2010 - September 2012
SEI 2008 - 2010
SEI 2006 - 2008
Skills
Mutual Funds, Investments, Investment Strategies, Fixed Income, Equities, Fiduciary Services, Investment Advisory..., Market Research, Retirement, Industry Research, Defined Contribution, Asset Allocation
Education
Temple University - Fox School of Business and Management 2004 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
University of Hartford 2002 — 2003
Finance
Jack Weir's SEI Experience September 2009 - May 2010
Job Annuity Sales Support Associate
Industry Financial Services
Experience
The Hartford May 2010 - June 2012
SEI September 2009 - May 2010
Skills
Series 6, Series 63, PA Life and Health, Marketing, Sales, Financial Services, Variable Annuities, Fixed Annuities, Indexed Annuities, Immediate Annuities, Mutual Funds
Education
Temple University - Fox School of Business and Management 2004 — 2009
Bachelor of Business Administration (B.B.A.), Marketing, 3.35
The Hartford May 2010 - June 2012
SEI September 2009 - May 2010
Skills
Series 6, Series 63, PA Life and Health, Marketing, Sales, Financial Services, Variable Annuities, Fixed Annuities, Indexed Annuities, Immediate Annuities, Mutual Funds
Education
Temple University - Fox School of Business and Management 2004 — 2009
Bachelor of Business Administration (B.B.A.), Marketing, 3.35
Marc Ferraguti's SEI Experience February 2007 - May 2008
Job IMS OPS First Line Manager, with a Bank Title of Officer at State Street
Industry Financial Services
Experience
State Street June 2012 - Present
State Street September 2008 - June 2012
SEI February 2007 - May 2008
Education
Temple University - Fox School of Business and Management 2002 — 2004
Bachelor of Business Administration (BBA), Finance, General
State Street June 2012 - Present
State Street September 2008 - June 2012
SEI February 2007 - May 2008
Education
Temple University - Fox School of Business and Management 2002 — 2004
Bachelor of Business Administration (BBA), Finance, General
Greg Bare's SEI Experience October 1998 - December 2002
Job Institutional Sales at Fifth Third Bank
Industry Investment Management
Experience
Fifth Third Bank February 2003 - Present
SEI October 1998 - December 2002
Nuveen Investments August 1981 - September 1998
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
The University of Texas at Austin 1976 — 1981
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Fifth Third Bank February 2003 - Present
SEI October 1998 - December 2002
Nuveen Investments August 1981 - September 1998
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
The University of Texas at Austin 1976 — 1981
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Nagi Pelleti's SEI Experience 2012 - 2013
Job Software Developer at Duane Morris LLP
Industry Computer Software
Experience
Duane Morris LLP February 2014 - Present
Comcast 2013 - 2013
SEI 2012 - 2013
Siemens Healthcare 2011 - 2012
Citi 2009 - 2011
Collections Marketing Center (CMC) 2009 - 2009
ING 2007 - 2009
Wells Fargo 2004 - 2007
Prophet 21 1999 - 2004
BT Office Products 1998 - 1999
Skills
Java, Microsoft SQL Server, SQL, JavaScript, MySQL, SDLC, WebSphere, Business Analysis, Enterprise Software, Software Development, jQuery, AngularJS, HTML5, CSS, Bootstrap, Velocity, Spring Framework, Hibernate, Web Services, Spring Batch, Tomcat, Git, BPMN, Requirements Analysis, Rally, Maven, Jenkins
Education
The University of Texas at Arlington 1994 — 1999
Master of Science, Computer Science
K.S.R.M College of Engineering 1988 — 1992
Bachelor of Technology, Mechanical Engineering
Duane Morris LLP February 2014 - Present
Comcast 2013 - 2013
SEI 2012 - 2013
Siemens Healthcare 2011 - 2012
Citi 2009 - 2011
Collections Marketing Center (CMC) 2009 - 2009
ING 2007 - 2009
Wells Fargo 2004 - 2007
Prophet 21 1999 - 2004
BT Office Products 1998 - 1999
Skills
Java, Microsoft SQL Server, SQL, JavaScript, MySQL, SDLC, WebSphere, Business Analysis, Enterprise Software, Software Development, jQuery, AngularJS, HTML5, CSS, Bootstrap, Velocity, Spring Framework, Hibernate, Web Services, Spring Batch, Tomcat, Git, BPMN, Requirements Analysis, Rally, Maven, Jenkins
Education
The University of Texas at Arlington 1994 — 1999
Master of Science, Computer Science
K.S.R.M College of Engineering 1988 — 1992
Bachelor of Technology, Mechanical Engineering
Terri Pennington's SEI Experience 1998 - 2000
Job Marketing Manager at Dr Pepper Snapple Group
Industry Food & Beverages
Experience
Dr Pepper Snapple Group 2004 - Present
IAEM 2000 - 2004
SEI 1998 - 2000
Orthofix 1995 - 1998
Skills
Program Management, Marketing Strategy, Marketing, Management, Leadership, Consumer Products, Strategic Planning, Budgets, Brand Management, Customer Insight, Shopper Marketing
Education
Texas Tech University
Bachelor of Science (BS)
Texas Tech University
Master of Business Administration (M.B.A.)
Dr Pepper Snapple Group 2004 - Present
IAEM 2000 - 2004
SEI 1998 - 2000
Orthofix 1995 - 1998
Skills
Program Management, Marketing Strategy, Marketing, Management, Leadership, Consumer Products, Strategic Planning, Budgets, Brand Management, Customer Insight, Shopper Marketing
Education
Texas Tech University
Bachelor of Science (BS)
Texas Tech University
Master of Business Administration (M.B.A.)
Danielle Wisniewski's SEI Experience July 2014 - Present
Job Dealer & Investor Services at SEI & PCT at Doylestown Hospital
Industry Hospital & Health Care
Experience
Doylestown Health July 2015 - Present
SEI July 2014 - Present
Kemp Harvest Financial Group April 2013 - July 2014
Vanguard August 2012 - March 2013
Skills
Series 7, Series 63, CPR Certified, BLS, Direct Patient Care, Notary Public, Retirement Planning, Financial Advisory, Customer Service, Microsoft Excel, PowerPoint, Time Management, Financial Analysis, Finance, Microsoft Office, Microsoft Word, Leadership, Teamwork, Investments, CNA
Education
University of Alabama 2009 — 2012
Bachelor's Degree, Commerce & Business Administration, 3.7 / 4.0
Doylestown Health July 2015 - Present
SEI July 2014 - Present
Kemp Harvest Financial Group April 2013 - July 2014
Vanguard August 2012 - March 2013
Skills
Series 7, Series 63, CPR Certified, BLS, Direct Patient Care, Notary Public, Retirement Planning, Financial Advisory, Customer Service, Microsoft Excel, PowerPoint, Time Management, Financial Analysis, Finance, Microsoft Office, Microsoft Word, Leadership, Teamwork, Investments, CNA
Education
University of Alabama 2009 — 2012
Bachelor's Degree, Commerce & Business Administration, 3.7 / 4.0
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.