SEI Company
Industry: Financial services company
DescriptionSEI Investments Company, formerly Simulated Environments Inc, is a financial services company headquartered in Oaks, Pennsylvania, United States. The company describes itself as "a global provider of investment processing, investment management, and investment operations solutions". Headquarters: Oaks, PA CEO: Alfred P. West, Jr. (1968–) Founder: Alfred P. West, Jr. Founded: 1968 Subsidiaries: SEI Investments Inc, LSV ASSET MANAGEMENT,
SEI List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at SEI. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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2,206 SEI employees in database. Find out everything there's to know about SEI employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
SEI Employees
Employee
Years
Job
Industry
Nathan Griffith Nathan Griffith's SEI Experience September 2014 - January 2015
Job Financial Analyst at Agilent Technologies
Industry Mechanical or Industrial Engineering
Experience
Agilent Technologies February 2015 - Present
SEI September 2014 - January 2015
ArcelorMittal April 2012 - August 2013
ArcelorMittal July 2008 - April 2012
ArcelorMittal June 2007 - August 2007
Skills
Quality Management, Team Management, AutoCAD, Technical Training, Managing Project Budgets, Microsoft Office, Project Management, Labor Relations, MS Project, Strategic Planning, Visual Basic, Public Speaking, Planning Budgeting &..., Solidworks, Outlook, Windows, Engineering, Metal Fabrication, Machining, Manufacturing, Locomotive, Maintenance & Repair, Leadership, Root Cause Analysis, Reliability Centered..., Tribology, Hydraulics, Contractor Management, Maintenance Management, Factory, Mechanical Engineering, Plant Maintenance, Steel, Inspection, Pumps, Reliability Engineering, Planned Preventative..., Project Planning, Management, Process Improvement
Education
Drexel University 2013 — 2014
Master of Business Administration (MBA), Finance
University of Delaware 2004 — 2008
Bachelor of Science (BS), Mechanical Engineering
Agilent Technologies February 2015 - Present
SEI September 2014 - January 2015
ArcelorMittal April 2012 - August 2013
ArcelorMittal July 2008 - April 2012
ArcelorMittal June 2007 - August 2007
Skills
Quality Management, Team Management, AutoCAD, Technical Training, Managing Project Budgets, Microsoft Office, Project Management, Labor Relations, MS Project, Strategic Planning, Visual Basic, Public Speaking, Planning Budgeting &..., Solidworks, Outlook, Windows, Engineering, Metal Fabrication, Machining, Manufacturing, Locomotive, Maintenance & Repair, Leadership, Root Cause Analysis, Reliability Centered..., Tribology, Hydraulics, Contractor Management, Maintenance Management, Factory, Mechanical Engineering, Plant Maintenance, Steel, Inspection, Pumps, Reliability Engineering, Planned Preventative..., Project Planning, Management, Process Improvement
Education
Drexel University 2013 — 2014
Master of Business Administration (MBA), Finance
University of Delaware 2004 — 2008
Bachelor of Science (BS), Mechanical Engineering
Brian Roach Brian Roach's SEI Experience May 2010 - November 2011
Job Senior Software Engineer WPF Engineer
Industry Information Technology and Services
Experience
Deep End Technologies January 2010 - Present
Clayton Services June 2013 - November 2014
Infragistics December 2011 - June 2013
Liquid Hub February 2011 - December 2011
SEI May 2010 - November 2011
Deep End Technologies April 2010 - May 2010
Post & Schell, P.C. March 2001 - April 2010
ACS; Affiliated Computer Services January 1999 - March 2001
Choices Entertainment January 1990 - July 1999
Skills
.NET, C#, VB.NET, T-SQL, WPF, XML, WinForms, Database Design, Software Development, Silverlight, Visual Basic, WCF, Visual Studio, TFS, SQL, Integration, Architecture, Testing, LINQ, ADO.NET, OOP, Scrum, Agile Methodologies, Business Analysis, XAML, Microsoft SQL Server, Databases, SDLC, VBScript, Access, Enterprise Architecture, Agile Project Management, Software Project...
Education
University of Cincinnati 1982 — 1983
Metallurgical Engineering
Deep End Technologies January 2010 - Present
Clayton Services June 2013 - November 2014
Infragistics December 2011 - June 2013
Liquid Hub February 2011 - December 2011
SEI May 2010 - November 2011
Deep End Technologies April 2010 - May 2010
Post & Schell, P.C. March 2001 - April 2010
ACS; Affiliated Computer Services January 1999 - March 2001
Choices Entertainment January 1990 - July 1999
Skills
.NET, C#, VB.NET, T-SQL, WPF, XML, WinForms, Database Design, Software Development, Silverlight, Visual Basic, WCF, Visual Studio, TFS, SQL, Integration, Architecture, Testing, LINQ, ADO.NET, OOP, Scrum, Agile Methodologies, Business Analysis, XAML, Microsoft SQL Server, Databases, SDLC, VBScript, Access, Enterprise Architecture, Agile Project Management, Software Project...
Education
University of Cincinnati 1982 — 1983
Metallurgical Engineering
Peggy Marco, JD Peggy Marco, JD's SEI Experience July 1992 - July 2004
Job Vice President, Marketing Manager, HighMark Capital Management
Industry Investment Management
Experience
HighMark Capital Management July 1992 - Present
SEI July 1992 - July 2004
Charles Schwab & Company October 1987 - July 1992
Skills
Project Management, Microsoft Office, Series 7, Series 63, Staff Supervision, Foreign Languages, Vendor Management, Budget Monitoring, Advertising, Mutual Funds, Alternative Investments
Education
Universtiy of West LA School of Law 1996 — 2000
Doctor of Law (JD)
UCLA 1982 — 1986
Bachelor of Science (BS), Economics and French Literature
HighMark Capital Management July 1992 - Present
SEI July 1992 - July 2004
Charles Schwab & Company October 1987 - July 1992
Skills
Project Management, Microsoft Office, Series 7, Series 63, Staff Supervision, Foreign Languages, Vendor Management, Budget Monitoring, Advertising, Mutual Funds, Alternative Investments
Education
Universtiy of West LA School of Law 1996 — 2000
Doctor of Law (JD)
UCLA 1982 — 1986
Bachelor of Science (BS), Economics and French Literature
Donald Clemens Donald Clemens's SEI Experience May 2005 - January 2006
Job Support Escalation Engineer for AX at Microsoft
Industry Computer Software
Experience
Microsoft March 2014 - Present
Microsoft June 2013 - March 2014
FBS Data Systems Inc August 2012 - June 2013
Financial Business Systems January 2010 - June 2013
Microsoft January 2006 - January 2010
SEI May 2005 - January 2006
Skills
Troubleshooting, SharePoint, SQL, PHP, Microsoft SQL Server, JavaScript, Windows 7, Computer Hardware, Software Quality..., Software Installation, Microsoft Office, Software Training, Axapta, Small Business..., MS Project, Bug Tracking, Customer Service, Customer Satisfaction, Ubuntu, SQL Server, Windows XP Pro, Windows 8, Debugging Code, X++, Microsoft Dynamics AX, Project Management, Project Accounting, Microsoft Project, Microsoft Project Server, Enterprise Portals, Active Directory
Education
Fast Trax 2013 — 2013
Jamestown College 1999 — 2003
Bachelor of Arts (BA), Computer Science
Microsoft March 2014 - Present
Microsoft June 2013 - March 2014
FBS Data Systems Inc August 2012 - June 2013
Financial Business Systems January 2010 - June 2013
Microsoft January 2006 - January 2010
SEI May 2005 - January 2006
Skills
Troubleshooting, SharePoint, SQL, PHP, Microsoft SQL Server, JavaScript, Windows 7, Computer Hardware, Software Quality..., Software Installation, Microsoft Office, Software Training, Axapta, Small Business..., MS Project, Bug Tracking, Customer Service, Customer Satisfaction, Ubuntu, SQL Server, Windows XP Pro, Windows 8, Debugging Code, X++, Microsoft Dynamics AX, Project Management, Project Accounting, Microsoft Project, Microsoft Project Server, Enterprise Portals, Active Directory
Education
Fast Trax 2013 — 2013
Jamestown College 1999 — 2003
Bachelor of Arts (BA), Computer Science
Danielle Duva Danielle Duva's SEI Experience June 2012 - Present
Job Solutions Analyst SEI Investment Company
Industry Financial Services
Experience
SEI June 2012 - Present
University of Notre Dame September 2008 - May 2012
SEI June 2011 - August 2011
Education
University of Notre Dame 2008 — 2012
Bachelor of Business Administration (BBA), Accountancy
SEI June 2012 - Present
University of Notre Dame September 2008 - May 2012
SEI June 2011 - August 2011
Education
University of Notre Dame 2008 — 2012
Bachelor of Business Administration (BBA), Accountancy
Katie Duffy's SEI Experience June 2013 - August 2013
Job Digital Business Integration Senior Analyst
Industry Information Technology and Services
Experience
Accenture August 2014 - Present
SEI June 2013 - August 2013
Skills
Matlab, PowerPoint, Research, Microsoft Office, Microsoft Excel, SAS E-Miner, Access, SQL, Microsoft Word, Communications..., Visio, Management, Cross-functional Team...
Education
University of Notre Dame - Mendoza College of Business 2010 — 2014
Bachelor of Business Administration (BBA), Management Information Systems, General
Gwynedd Mercy Academy High School 2006 — 2010
John Cabot University in Rome
Italian Studies, International Business
Accenture August 2014 - Present
SEI June 2013 - August 2013
Skills
Matlab, PowerPoint, Research, Microsoft Office, Microsoft Excel, SAS E-Miner, Access, SQL, Microsoft Word, Communications..., Visio, Management, Cross-functional Team...
Education
University of Notre Dame - Mendoza College of Business 2010 — 2014
Bachelor of Business Administration (BBA), Management Information Systems, General
Gwynedd Mercy Academy High School 2006 — 2010
John Cabot University in Rome
Italian Studies, International Business
Andrew Dempsey's SEI Experience July 2001 - February 2004
Job Managing Director at Easterly Capital
Industry Investment Management
Experience
Easterly Capital May 2014 - Present
Fortress Investment Group January 2013 - April 2014
Fortress Investment Group May 2005 - December 2012
Allegiance Capital February 2004 - May 2005
SEI July 2001 - February 2004
Skills
Hedge Funds, Alternative Investments, Equities, Investments, Capital Markets, Fixed Income, Asset Management, Corporate Finance, Portfolio Management, Venture Capital, Investor Relations
Education
University of Notre Dame
Bachelor of Business Administration (B.B.A.) in Economics and Finance, Second Major in Mathematics
Easterly Capital May 2014 - Present
Fortress Investment Group January 2013 - April 2014
Fortress Investment Group May 2005 - December 2012
Allegiance Capital February 2004 - May 2005
SEI July 2001 - February 2004
Skills
Hedge Funds, Alternative Investments, Equities, Investments, Capital Markets, Fixed Income, Asset Management, Corporate Finance, Portfolio Management, Venture Capital, Investor Relations
Education
University of Notre Dame
Bachelor of Business Administration (B.B.A.) in Economics and Finance, Second Major in Mathematics
Bryan Hoffman, CFA's SEI Experience July 2013 - Present
Job Senior Analyst Portfolio Strategy at SEI
Industry Investment Management
Experience
SEI July 2013 - Present
SEI September 2010 - June 2013
Skills
Asset Allocation, Investment Research, Portfolio Management, Quantitative Research, Tactical Asset...
Education
University of Notre Dame 2006 — 2010
Bachelor of Business Administration, Finance, Economics, Philosophy
SEI July 2013 - Present
SEI September 2010 - June 2013
Skills
Asset Allocation, Investment Research, Portfolio Management, Quantitative Research, Tactical Asset...
Education
University of Notre Dame 2006 — 2010
Bachelor of Business Administration, Finance, Economics, Philosophy
Ilyssa Strugatz Ilyssa Strugatz's SEI Experience June 2015 - Present
Job SEI Wealth Platform Implementations
Industry Financial Services
Experience
SEI June 2015 - Present
SEI February 2014 - June 2015
Granite Capital May 2013 - December 2013
Pathstone Family Office May 2010 - May 2012
BRIDGEWATER WEALTH MANAGEMENT February 2009 - May 2010
Fortigent, LLC July 2008 - January 2009
WACHOVIA SECURITIES June 2007 - June 2008
SCORE! Educational Centers August 2005 - June 2007
Skills
Asset Allocation, Investments, Alternative Investments, Wealth Management, Financial Analysis, Financial Modeling, Asset Management, Hedge Funds, Finance, Portfolio Management, Bloomberg, Wealth Management..., Private Equity, Investment Management, Strategic Financial..., Leadership, Investment Strategies, Valuation, Fixed Income
Education
NEW YORK UNIVERSITY Leonard N. Stern School of Business, The Langone Program 2011 — 2014
Masters of Business Administration, Finance and Corporate Strategy
University of Maryland College Park 2001 — 2005
Bachelor of Science, Elementary Education
SEI June 2015 - Present
SEI February 2014 - June 2015
Granite Capital May 2013 - December 2013
Pathstone Family Office May 2010 - May 2012
BRIDGEWATER WEALTH MANAGEMENT February 2009 - May 2010
Fortigent, LLC July 2008 - January 2009
WACHOVIA SECURITIES June 2007 - June 2008
SCORE! Educational Centers August 2005 - June 2007
Skills
Asset Allocation, Investments, Alternative Investments, Wealth Management, Financial Analysis, Financial Modeling, Asset Management, Hedge Funds, Finance, Portfolio Management, Bloomberg, Wealth Management..., Private Equity, Investment Management, Strategic Financial..., Leadership, Investment Strategies, Valuation, Fixed Income
Education
NEW YORK UNIVERSITY Leonard N. Stern School of Business, The Langone Program 2011 — 2014
Masters of Business Administration, Finance and Corporate Strategy
University of Maryland College Park 2001 — 2005
Bachelor of Science, Elementary Education
Jacob Stargatt Jacob Stargatt's SEI Experience March 2008 - March 2010
Job
Industry Financial Services
Experience
Ashford Consulting Group July 2013 - Present
Delaware & Yacht Registry, Ltd. April 2010 - June 2013
SEI March 2008 - March 2010
Delaware Capital Investments, LLC February 2007 - February 2008
Chevy Chase Bank June 2006 - August 2006
Education
University of Delaware 2004 — 2008
Bachelor of Science (B.S.), Economics
Ashford Consulting Group July 2013 - Present
Delaware & Yacht Registry, Ltd. April 2010 - June 2013
SEI March 2008 - March 2010
Delaware Capital Investments, LLC February 2007 - February 2008
Chevy Chase Bank June 2006 - August 2006
Education
University of Delaware 2004 — 2008
Bachelor of Science (B.S.), Economics
Susan Keenan Sweeney Susan Keenan Sweeney's SEI Experience 1991 - 1994
Job Realtor at RE/MAX Realty Group Former Project Manager and Operations Manager
Industry Real Estate
Experience
RE/MAX Realty Group November 2006 - Present
Implementation Resources Group February 1994 - September 2001
Advisor Technology services 1997 - 2000
SEI 1991 - 1994
Bank of New England 1988 - 1991
Financial Technologies 1985 - 1988
Comerica 1983 - May 1985
Fleet Bank 1980 - 1983
Skills
Real Estate, Residential Homes, Single Family Homes, Sellers, Short Sales, Condos, Buyer Representation, REO, New Home Sales, Foreclosures, Relocation, First Time Home Buyers, Townhomes, Investors, Investment Properties, SFR, Buyers, Vacation Homes, ABR, Listings, New Homes
Education
University of New Hampshire - Whittemore School of Business and Economics 1980 — 1982
Bachelor of Science (BS), Business Administration and Management, General
University of New Hampshire 1972 — 1976
BS, Animal Science
Winnacunnet High Scool 1968 — 1972
High school diploma
RE/MAX Realty Group November 2006 - Present
Implementation Resources Group February 1994 - September 2001
Advisor Technology services 1997 - 2000
SEI 1991 - 1994
Bank of New England 1988 - 1991
Financial Technologies 1985 - 1988
Comerica 1983 - May 1985
Fleet Bank 1980 - 1983
Skills
Real Estate, Residential Homes, Single Family Homes, Sellers, Short Sales, Condos, Buyer Representation, REO, New Home Sales, Foreclosures, Relocation, First Time Home Buyers, Townhomes, Investors, Investment Properties, SFR, Buyers, Vacation Homes, ABR, Listings, New Homes
Education
University of New Hampshire - Whittemore School of Business and Economics 1980 — 1982
Bachelor of Science (BS), Business Administration and Management, General
University of New Hampshire 1972 — 1976
BS, Animal Science
Winnacunnet High Scool 1968 — 1972
High school diploma
Shannon Maloney, CEBS, AIF Shannon Maloney, CEBS, AIF's SEI Experience October 1993 - May 1996
Job Managing Director at Strategic Pension Group
Industry Financial Services
Experience
Strategic Pension Group March 2013 - Present
Ann Arbor Business Advisors October 2011 - January 2012
Transamerica Retirement Services May 2003 - April 2011
Barclays Global Investors January 2000 - October 2001
Diversified Investment Advisors August 1996 - December 1999
SEI October 1993 - May 1996
US Army April 1989 - August 1993
Skills
Defined Benefit, Defined Contribution, Retirement Plan..., 401k, Pensions, ERISA, Retirement Planning, Relationship Management, Investments, Profit Sharing, Employee Benefits, Securities, Retirement, Financial Advisory, ESOP (Employee Stock...
Education
University of Michigan 1985 — 1989
B.A., Psychology
Strategic Pension Group March 2013 - Present
Ann Arbor Business Advisors October 2011 - January 2012
Transamerica Retirement Services May 2003 - April 2011
Barclays Global Investors January 2000 - October 2001
Diversified Investment Advisors August 1996 - December 1999
SEI October 1993 - May 1996
US Army April 1989 - August 1993
Skills
Defined Benefit, Defined Contribution, Retirement Plan..., 401k, Pensions, ERISA, Retirement Planning, Relationship Management, Investments, Profit Sharing, Employee Benefits, Securities, Retirement, Financial Advisory, ESOP (Employee Stock...
Education
University of Michigan 1985 — 1989
B.A., Psychology
Greg Mitchell's SEI Experience May 2012 - August 2012
Job Leveraged Finance Analyst at Citi
Industry Financial Services
Experience
Citi June 2014 - Present
Citi June 2013 - August 2013
SEI May 2012 - August 2012
Capital One May 2012 - May 2012
Skills
Java, Visual Basic, Photoshop, Graphic Design, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Data Analysis, Public Speaking, Financial Analysis, Leadership, Bloomberg, Financial Modeling, Statistics, Finance
Education
University of Notre Dame - Mendoza College of Business 2010 — 2014
BBA, Finance
Westfield High School (WHS) 2006 — 2010
Diploma
Citi June 2014 - Present
Citi June 2013 - August 2013
SEI May 2012 - August 2012
Capital One May 2012 - May 2012
Skills
Java, Visual Basic, Photoshop, Graphic Design, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Data Analysis, Public Speaking, Financial Analysis, Leadership, Bloomberg, Financial Modeling, Statistics, Finance
Education
University of Notre Dame - Mendoza College of Business 2010 — 2014
BBA, Finance
Westfield High School (WHS) 2006 — 2010
Diploma
Lisa Proto Lisa Proto's SEI Experience February 2015 - Present
Job Learning Management System Administrator at SEI
Industry Education Management
Experience
SEI February 2015 - Present
Conestoga Bank April 2013 - February 2015
Nevada Learning Series March 2008 - March 2013
Fiserv - Aftech September 1995 - June 2002
Fulton Bank 1991 - 1995
Skills
Team Building, Team Leadership, Marketing Communications, CRM, Training, Leadership, Marketing, Marketing Strategy, Sales, Strategy, Leadership Development, Account Management, Project Management, Customer Service, Coaching, Recruiting
Education
University of Delaware 1986 — 1990
BSBA, marketing
SEI February 2015 - Present
Conestoga Bank April 2013 - February 2015
Nevada Learning Series March 2008 - March 2013
Fiserv - Aftech September 1995 - June 2002
Fulton Bank 1991 - 1995
Skills
Team Building, Team Leadership, Marketing Communications, CRM, Training, Leadership, Marketing, Marketing Strategy, Sales, Strategy, Leadership Development, Account Management, Project Management, Customer Service, Coaching, Recruiting
Education
University of Delaware 1986 — 1990
BSBA, marketing
Yianni Tzitzifas's SEI Experience June 2013 - October 2013
Job Sales Executive at 7Park Data
Industry Financial Services
Experience
7Park Data 2015 - Present
PadInMotion July 2014 - May 2015
ZocDoc January 2014 - July 2014
SEI June 2013 - October 2013
ACP Securities June 2012 - May 2013
Big Beloog and Me May 2012 - September 2012
Sigma Chi Fraternity August 2011 - December 2011
CBS Radio May 2010 - August 2010
Skills
Bloomberg Software, Bloomberg Terminal, Intex Desktop, Microsoft Excel, Sungard GMI, Banking, Customer Service, Risk Management, Microsoft Office, PowerPoint, Financial Analysis, Business Analysis, Strategic Planning, Portfolio Management, Team-oriented, Leadership, Like Challenges, Loyal, Mutual Funds, MBS, Bond Markets, Marketing Strategy, Product Marketing, Thinking Outside The Box, Sales, Lead Generation, Cold Calling, Social Media, Marketing, Business Strategy, Strong Business Acumen
Education
University of Miami 2009 — 2013
Economics
7Park Data 2015 - Present
PadInMotion July 2014 - May 2015
ZocDoc January 2014 - July 2014
SEI June 2013 - October 2013
ACP Securities June 2012 - May 2013
Big Beloog and Me May 2012 - September 2012
Sigma Chi Fraternity August 2011 - December 2011
CBS Radio May 2010 - August 2010
Skills
Bloomberg Software, Bloomberg Terminal, Intex Desktop, Microsoft Excel, Sungard GMI, Banking, Customer Service, Risk Management, Microsoft Office, PowerPoint, Financial Analysis, Business Analysis, Strategic Planning, Portfolio Management, Team-oriented, Leadership, Like Challenges, Loyal, Mutual Funds, MBS, Bond Markets, Marketing Strategy, Product Marketing, Thinking Outside The Box, Sales, Lead Generation, Cold Calling, Social Media, Marketing, Business Strategy, Strong Business Acumen
Education
University of Miami 2009 — 2013
Economics
Leslie Hughes Leslie Hughes's SEI Experience November 2014 - Present
Job Project Administrator Legal and Compliance at SEI
Industry Investment Management
Experience
SEI November 2014 - Present
Iron Mountain June 2013 - April 2014
Iron Mountain March 2011 - June 2013
Iron Mountain March 2010 - March 2011
Independent Contractor November 2008 - March 2010
Self Employed/Personal Trainer December 2007 - March 2010
Aetna June 2004 - December 2007
Aetna January 2000 - June 2004
Aetna March 1998 - January 2000
Aetna July 1997 - March 1998
Skills
Microsoft Office, Customer Service, Windows, Microsoft Excel, Microsoft Word, Research, Teaching, Data Entry, Teamwork, Outlook, Government Contracting, Billing Analysis, FDIC Invoicing, Billing Process, Federal Government..., Bill Trust Invoicing, SharePoint, Salesforce.com, Federal Acquisition..., Analysis
Education
University of Arkansas at Little Rock
Liberal Arts and Sciences/Liberal Studies
SEI November 2014 - Present
Iron Mountain June 2013 - April 2014
Iron Mountain March 2011 - June 2013
Iron Mountain March 2010 - March 2011
Independent Contractor November 2008 - March 2010
Self Employed/Personal Trainer December 2007 - March 2010
Aetna June 2004 - December 2007
Aetna January 2000 - June 2004
Aetna March 1998 - January 2000
Aetna July 1997 - March 1998
Skills
Microsoft Office, Customer Service, Windows, Microsoft Excel, Microsoft Word, Research, Teaching, Data Entry, Teamwork, Outlook, Government Contracting, Billing Analysis, FDIC Invoicing, Billing Process, Federal Government..., Bill Trust Invoicing, SharePoint, Salesforce.com, Federal Acquisition..., Analysis
Education
University of Arkansas at Little Rock
Liberal Arts and Sciences/Liberal Studies
Radhika Suresh Radhika Suresh's SEI Experience March 2006 - October 2010
Job Sr Manager at DaVita
Industry Hospital & Health Care
Experience
DaVita July 2014 - Present
Independence Blue Cross September 2013 - June 2014
eBay Enterprise October 2010 - August 2013
SEI March 2006 - October 2010
Health Market Science December 2004 - February 2006
Satori Group Inc April 2002 - November 2004
Skills
Data Warehouse..., Business Intelligence, Business Process Design, People Management, Data Warehousing, Data Modeling, ETL, SDLC, Data Integration, Business Analysis, Analytics, Requirements Analysis, Business Objects, Enterprise Architecture, Oracle, Databases, Business Process, Software Project..., Requirements Gathering, IT Management, Database Design, IT Strategy, Software Documentation, Agile Methodologies, Integration, Analysis, Solution Architecture, PL/SQL, Management, Vendor Management, Consulting, Program Management, Leadership
Education
University of Hyderabad 1986 — 1989
MCA
University of Madras 1982 — 1985
B.Sc
DaVita July 2014 - Present
Independence Blue Cross September 2013 - June 2014
eBay Enterprise October 2010 - August 2013
SEI March 2006 - October 2010
Health Market Science December 2004 - February 2006
Satori Group Inc April 2002 - November 2004
Skills
Data Warehouse..., Business Intelligence, Business Process Design, People Management, Data Warehousing, Data Modeling, ETL, SDLC, Data Integration, Business Analysis, Analytics, Requirements Analysis, Business Objects, Enterprise Architecture, Oracle, Databases, Business Process, Software Project..., Requirements Gathering, IT Management, Database Design, IT Strategy, Software Documentation, Agile Methodologies, Integration, Analysis, Solution Architecture, PL/SQL, Management, Vendor Management, Consulting, Program Management, Leadership
Education
University of Hyderabad 1986 — 1989
MCA
University of Madras 1982 — 1985
B.Sc
Marianne Yudes's SEI Experience 1996 - 1998
Job Senior Counsel at PNC
Industry Law Practice
Experience
PNC March 2012 - Present
Morgan, Lewis & Bockius LLP October 2004 - March 2012
Pepper Hamilton LLP March 1998 - September 2004
SEI 1996 - 1998
Merrill Lynch November 1995 - October 1996
Merrill Lynch July 1988 - October 1995
Smithsonian Institution, Museum of American History 1988 - 1989
American Express 1987 - 1988
Vanguard June 1985 - March 1987
Education
Widener University School of Law 1994 — 1998
J.D., Cum Laude
University of Delaware 1982 — 1985
B.A., Fine Art Major, French Minor
Marple Newtown HS 1978 — 1981
PNC March 2012 - Present
Morgan, Lewis & Bockius LLP October 2004 - March 2012
Pepper Hamilton LLP March 1998 - September 2004
SEI 1996 - 1998
Merrill Lynch November 1995 - October 1996
Merrill Lynch July 1988 - October 1995
Smithsonian Institution, Museum of American History 1988 - 1989
American Express 1987 - 1988
Vanguard June 1985 - March 1987
Education
Widener University School of Law 1994 — 1998
J.D., Cum Laude
University of Delaware 1982 — 1985
B.A., Fine Art Major, French Minor
Marple Newtown HS 1978 — 1981
Andrew Rollins Andrew Rollins's SEI Experience March 2014 - Present
Job Attended University of Arizona
Industry Financial Services
Experience
SEI March 2014 - Present
DICK'S Sporting Goods May 2010 - August 2010
Izett Golf June 2008 - September 2008
Skills
Time Management, Microsoft Office, Microsoft Excel, Leadership, Customer Service
Education
University of Arizona 2009 — 2013
BA, Communication
SEI March 2014 - Present
DICK'S Sporting Goods May 2010 - August 2010
Izett Golf June 2008 - September 2008
Skills
Time Management, Microsoft Office, Microsoft Excel, Leadership, Customer Service
Education
University of Arizona 2009 — 2013
BA, Communication
Alaa Al-Mashat's SEI Experience 2011 - 2013
Job Senior Associate at KPMG
Industry Financial Services
Experience
KPMG October 2013 - Present
SEI 2011 - 2013
Grant Thornton LLP 2008 - 2009
Citi 2007 - 2007
Central Bank of Egypt 2006 - 2006
Skills
User Acceptance Testing, SDLC, Quality Center, Software Quality..., Business Analysis, Test Planning, Business Requirements, Quality Assurance, Requirements Gathering, Regression Testing, Requirements Analysis, System Testing, Equities, Agile Methodologies, Fixed Income
Education
University of Maryland College Park 2009 — 2010
Master's degree, Finance, General
Virginia Polytechnic Institute and State University 2004 — 2008
Bachelor's degree, Finance
Virginia Polytechnic Institute and State University 2004 — 2008
Bachelor's degree, Economics
KPMG October 2013 - Present
SEI 2011 - 2013
Grant Thornton LLP 2008 - 2009
Citi 2007 - 2007
Central Bank of Egypt 2006 - 2006
Skills
User Acceptance Testing, SDLC, Quality Center, Software Quality..., Business Analysis, Test Planning, Business Requirements, Quality Assurance, Requirements Gathering, Regression Testing, Requirements Analysis, System Testing, Equities, Agile Methodologies, Fixed Income
Education
University of Maryland College Park 2009 — 2010
Master's degree, Finance, General
Virginia Polytechnic Institute and State University 2004 — 2008
Bachelor's degree, Finance
Virginia Polytechnic Institute and State University 2004 — 2008
Bachelor's degree, Economics
Brian Volk's SEI Experience July 2012 - Present
Job Separately Managed Accounts Senior Analyst at SEI
Industry Financial Services
Experience
SEI July 2012 - Present
Skills
Financial Services
Education
University of Delaware 2008 — 2012
Bachelor of Science (BS), Finance, General
SEI July 2012 - Present
Skills
Financial Services
Education
University of Delaware 2008 — 2012
Bachelor of Science (BS), Finance, General
Ashley Rooney Ashley Rooney's SEI Experience June 2005 - August 2006
Job Program Coordinator Vanguard Specialty College Programs at Vanguard
Industry Human Resources
Experience
Vanguard March 2012 - Present
Vanguard October 2011 - March 2012
Vanguard October 2010 - October 2011
Clear Channel Radio September 2009 - September 2010
Signature RED, LLC July 2009 - September 2010
NBC Universal June 2008 - August 2008
WJLA-TV June 2007 - August 2007
NBC June 2006 - August 2006
SEI June 2005 - August 2006
Skills
Business Writing, Event Management, Recruiting, Office Administration, Event Planning, Media Relations, Vendor Management, Financial Services, Database Administration, Public Relations, Press Releases, Broadcast, Radio, Broadcast Journalism, Adobe Audition, Video Production, Television, Video Editing
Education
University of Maryland - Robert H. Smith School of Business 2004 — 2008
BS, Business Management
University of Maryland College Park 2004 — 2008
BA, Broadcast Journalism
Vanguard March 2012 - Present
Vanguard October 2011 - March 2012
Vanguard October 2010 - October 2011
Clear Channel Radio September 2009 - September 2010
Signature RED, LLC July 2009 - September 2010
NBC Universal June 2008 - August 2008
WJLA-TV June 2007 - August 2007
NBC June 2006 - August 2006
SEI June 2005 - August 2006
Skills
Business Writing, Event Management, Recruiting, Office Administration, Event Planning, Media Relations, Vendor Management, Financial Services, Database Administration, Public Relations, Press Releases, Broadcast, Radio, Broadcast Journalism, Adobe Audition, Video Production, Television, Video Editing
Education
University of Maryland - Robert H. Smith School of Business 2004 — 2008
BS, Business Management
University of Maryland College Park 2004 — 2008
BA, Broadcast Journalism
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
Yogesh Jamkhindikar Yogesh Jamkhindikar's SEI Experience September 2014 - May 2015
Job Consultant
Industry Information Technology and Services
Experience
SEI September 2014 - May 2015
Wolters Kluwer May 2014 - August 2014
Comcast Cable April 2012 - April 2014
Deloitte Consulting August 2011 - March 2012
Mastek Ltd July 2007 - September 2011
Majesco software inc. November 2008 - September 2009
Trigyn Technologies April 2006 - July 2007
Datamatics Financial Services Limited 2005 - 2006
Infoton Systems & Services Pvt Ltd 2005 - 2005
Endress+Hauser Group 2003 - 2004
Skills
XML, WCF, JavaScript, VB.NET, ASP.NET, SDLC, Microsoft SQL Server, Agile Methodologies, Database Design, ASP.NET MVC, ASP.NET AJAX, SharePoint, AJAX, Testing, MVC, Business Analysis, jQuery, JSON, C#, RESTful WebServices, Oracle SQL, HTML, C# 2.0, angular JS, Client Co-ordination, SOAP, Production Deployment, C# 3.0, C# 4.0, WPF, XAML, CSS, Coordination, User Acceptance Testing, Offshoring, Waterfall, Scrum, Collaboration, Peer Mentoring
Education
University of Mumbai
BE, Instrumentation
St. Francis High School - Borivli - India
SEI September 2014 - May 2015
Wolters Kluwer May 2014 - August 2014
Comcast Cable April 2012 - April 2014
Deloitte Consulting August 2011 - March 2012
Mastek Ltd July 2007 - September 2011
Majesco software inc. November 2008 - September 2009
Trigyn Technologies April 2006 - July 2007
Datamatics Financial Services Limited 2005 - 2006
Infoton Systems & Services Pvt Ltd 2005 - 2005
Endress+Hauser Group 2003 - 2004
Skills
XML, WCF, JavaScript, VB.NET, ASP.NET, SDLC, Microsoft SQL Server, Agile Methodologies, Database Design, ASP.NET MVC, ASP.NET AJAX, SharePoint, AJAX, Testing, MVC, Business Analysis, jQuery, JSON, C#, RESTful WebServices, Oracle SQL, HTML, C# 2.0, angular JS, Client Co-ordination, SOAP, Production Deployment, C# 3.0, C# 4.0, WPF, XAML, CSS, Coordination, User Acceptance Testing, Offshoring, Waterfall, Scrum, Collaboration, Peer Mentoring
Education
University of Mumbai
BE, Instrumentation
St. Francis High School - Borivli - India
Kevin Steinberg Kevin Steinberg's SEI Experience December 2012 - January 2014
Job SMA Reconciliation Trade Support Analyst at BlackRock
Industry Financial Services
Experience
BlackRock January 2014 - Present
SEI December 2012 - January 2014
Skills
Customer Service, Financial Analysis, Economics, Microsoft Office, Public Speaking, Securities, Mutual Funds, Options, Investments, Management, Accounting, Equities, Leadership
Education
University of Connecticut 2008 — 2012
Bachelor of Science (BS), Economics
BlackRock January 2014 - Present
SEI December 2012 - January 2014
Skills
Customer Service, Financial Analysis, Economics, Microsoft Office, Public Speaking, Securities, Mutual Funds, Options, Investments, Management, Accounting, Equities, Leadership
Education
University of Connecticut 2008 — 2012
Bachelor of Science (BS), Economics
Kyle O'Connell, MBAL Kyle O'Connell, MBAL's SEI Experience November 2014 - Present
Job Fund Accounting Supervisor at SEI
Industry Financial Services
Experience
SEI November 2014 - Present
SEI June 2014 - November 2014
SEI November 2012 - May 2014
Maple Creative, LLC February 2012 - May 2012
Universtiy of Charleston August 2009 - May 2012
University of Charleston August 2009 - May 2012
Service Wire Company October 2011 - December 2011
Jackson Kelly PLLC August 2011 - December 2011
Gisowatt S.p.A May 2010 - June 2010
American Eagle Outfitters September 2007 - December 2007
Skills
Microsoft Office, Coaching, Social Media, Facebook, Sports, Public Speaking, Marketing, Market Research, Research, PowerPoint, Microsoft Excel, Microsoft Word, Social Media Marketing, Strategic Planning, Leadership, Management
Education
The University of Charleston Graduate School of Business 2010 — 2012
MBAL, Leadership
The University of Charleston 2005 — 2010
B.S., Accouting, Finance
SEI November 2014 - Present
SEI June 2014 - November 2014
SEI November 2012 - May 2014
Maple Creative, LLC February 2012 - May 2012
Universtiy of Charleston August 2009 - May 2012
University of Charleston August 2009 - May 2012
Service Wire Company October 2011 - December 2011
Jackson Kelly PLLC August 2011 - December 2011
Gisowatt S.p.A May 2010 - June 2010
American Eagle Outfitters September 2007 - December 2007
Skills
Microsoft Office, Coaching, Social Media, Facebook, Sports, Public Speaking, Marketing, Market Research, Research, PowerPoint, Microsoft Excel, Microsoft Word, Social Media Marketing, Strategic Planning, Leadership, Management
Education
The University of Charleston Graduate School of Business 2010 — 2012
MBAL, Leadership
The University of Charleston 2005 — 2010
B.S., Accouting, Finance
David Starer David Starer's SEI Experience August 2003 - March 2004
Job Professor at Stevens Institute of Technology
Industry Higher Education
Experience
Stevens Institute of Technology January 2011 - Present
Jacobs Levy Equity Management March 2004 - August 2011
SEI August 2003 - March 2004
Delaware Investments September 2001 - August 2003
Jacobs Levy Equity Management September 1996 - September 2001
Lend Lease Investment Management 1993 - August 1996
F. B. Rice & Co, Patent Attorneys 1991 - 1993
Fish and Neave 1990 - 1991
Skills
Portfolio Optimization, Quantitative Finance, Financial Engineering, Derivatives, Quantitative Analytics, Financial Modeling, Matlab, Time Series Analysis, R, Equities, Numerical Analysis, Perl, Statistics, Machine Learning, Data Mining, Portfolio Performance..., CPLEX, Gurobi, Technical Writing, Legal Writing, Data Analysis, Patents, Patent Prosecution, Intellectual Property, Python, Public Speaking
Education
Yale University
PhD, Electrical Engineering
University of Pretoria/Universiteit van Pretoria
Master of Engineering (MEng), Microelectronics
University of Cape Town 1977 — 1980
BSc, Electrical Engineering
Stevens Institute of Technology January 2011 - Present
Jacobs Levy Equity Management March 2004 - August 2011
SEI August 2003 - March 2004
Delaware Investments September 2001 - August 2003
Jacobs Levy Equity Management September 1996 - September 2001
Lend Lease Investment Management 1993 - August 1996
F. B. Rice & Co, Patent Attorneys 1991 - 1993
Fish and Neave 1990 - 1991
Skills
Portfolio Optimization, Quantitative Finance, Financial Engineering, Derivatives, Quantitative Analytics, Financial Modeling, Matlab, Time Series Analysis, R, Equities, Numerical Analysis, Perl, Statistics, Machine Learning, Data Mining, Portfolio Performance..., CPLEX, Gurobi, Technical Writing, Legal Writing, Data Analysis, Patents, Patent Prosecution, Intellectual Property, Python, Public Speaking
Education
Yale University
PhD, Electrical Engineering
University of Pretoria/Universiteit van Pretoria
Master of Engineering (MEng), Microelectronics
University of Cape Town 1977 — 1980
BSc, Electrical Engineering
Clinton Anderson Clinton Anderson's SEI Experience April 2014 - Present
Job Developer at SEI
Industry Computer Software
Experience
SEI April 2014 - Present
Affinity Automation, LLC February 2012 - Present
UNC Charlotte February 2012 - Present
UNC Charlotte September 2011 - April 2012
United States Small Business Administration July 2010 - August 2010
Skills
Java, JavaScript, C++, Python, SQL, CSS, MySQL, XHTML, VBA, Microsoft Office, Visio, Microsoft Project, Windows, Linux, Hyper-V, VMware, SPSS, Mimio, QuickBooks, QuickBase, SAS, CompTIA Network+..., C#, PHP, Clarizen, Networking
Education
University of North Carolina at Charlotte 2007 — 2013
Bachelor of Arts (B.A.), Software & Information Systems, 3.27
University of North Carolina at Charlotte 2007 — 2013
Bachelor's in Software Information Systems, Software Information Systems, Political Science, and Economics
SEI April 2014 - Present
Affinity Automation, LLC February 2012 - Present
UNC Charlotte February 2012 - Present
UNC Charlotte September 2011 - April 2012
United States Small Business Administration July 2010 - August 2010
Skills
Java, JavaScript, C++, Python, SQL, CSS, MySQL, XHTML, VBA, Microsoft Office, Visio, Microsoft Project, Windows, Linux, Hyper-V, VMware, SPSS, Mimio, QuickBooks, QuickBase, SAS, CompTIA Network+..., C#, PHP, Clarizen, Networking
Education
University of North Carolina at Charlotte 2007 — 2013
Bachelor of Arts (B.A.), Software & Information Systems, 3.27
University of North Carolina at Charlotte 2007 — 2013
Bachelor's in Software Information Systems, Software Information Systems, Political Science, and Economics
Ian Kahn Ian Kahn's SEI Experience June 2014 - August 2014
Job Developer at athenahealth
Industry Computer Software
Experience
athenahealth July 2015 - Present
Clarice Smith Performing Arts Center February 2014 - May 2015
Clarice Smith Performing Arts Center August 2012 - May 2015
SEI June 2014 - August 2014
iD Tech Camps March 2013 - August 2013
KFC Corporation (U.S.) May 2010 - August 2012
Skills
Cpr Certified, AED, First Aid, Java, Ruby, OCaml, Prolog, C, x86 Assembly, Algorithms, Music Theory, Live Sound, Music History, Stage Management, Euphonium, Microsoft Office, Customer Service, Event Planning, Microsoft Excel, Public Speaking
Education
University of Maryland College Park 2011 — 2015
Bachelor of Science (BS), Computer Science
Liberty High School 2007 — 2011
athenahealth July 2015 - Present
Clarice Smith Performing Arts Center February 2014 - May 2015
Clarice Smith Performing Arts Center August 2012 - May 2015
SEI June 2014 - August 2014
iD Tech Camps March 2013 - August 2013
KFC Corporation (U.S.) May 2010 - August 2012
Skills
Cpr Certified, AED, First Aid, Java, Ruby, OCaml, Prolog, C, x86 Assembly, Algorithms, Music Theory, Live Sound, Music History, Stage Management, Euphonium, Microsoft Office, Customer Service, Event Planning, Microsoft Excel, Public Speaking
Education
University of Maryland College Park 2011 — 2015
Bachelor of Science (BS), Computer Science
Liberty High School 2007 — 2011
Ava Lala's SEI Experience August 2005 - April 2013
Job Director, Geneva Global
Industry Philanthropy
Experience
Geneva Global May 2013 - Present
Net Impact August 2013 - Present
Zarathushti Cultural Center (ZACUCE) 2007 - December 2013
SEI August 2005 - April 2013
Investors' Circle September 2011 - November 2011
SEI August 2004 - August 2005
SEI November 2003 - August 2004
SEI July 2001 - November 2003
Skills
Marketing Strategy &..., Market & Product..., Product Launches, Competitive Analysis, Brand Development, Project Management, Lead Generation, Prospect Nurturing, Budget Management, Marketing Communications, Online & Digital..., Social Media, Public Speaking, Vendor Management, SEO, Public Relations, Writing & Editing, Team Building &..., Presentations, Marketing, Leadership, Integrated Marketing, CRM, Budgets, Strategic Corporate..., Branding & Identity, Strategy, Product Launch, Strategic Communications, Business Strategy, Management
Education
Villanova University 2008 — 2010
MBA
University of Michigan 1997 — 2001
BA
North Farmington
Geneva Global May 2013 - Present
Net Impact August 2013 - Present
Zarathushti Cultural Center (ZACUCE) 2007 - December 2013
SEI August 2005 - April 2013
Investors' Circle September 2011 - November 2011
SEI August 2004 - August 2005
SEI November 2003 - August 2004
SEI July 2001 - November 2003
Skills
Marketing Strategy &..., Market & Product..., Product Launches, Competitive Analysis, Brand Development, Project Management, Lead Generation, Prospect Nurturing, Budget Management, Marketing Communications, Online & Digital..., Social Media, Public Speaking, Vendor Management, SEO, Public Relations, Writing & Editing, Team Building &..., Presentations, Marketing, Leadership, Integrated Marketing, CRM, Budgets, Strategic Corporate..., Branding & Identity, Strategy, Product Launch, Strategic Communications, Business Strategy, Management
Education
Villanova University 2008 — 2010
MBA
University of Michigan 1997 — 2001
BA
North Farmington
Amy Nolan's SEI Experience March 2004 - July 2011
Job Chief of Staff Retail Investor Group
Industry Financial Services
Experience
Vanguard April 2015 - Present
Vanguard January 2015 - April 2015
Vanguard July 2011 - January 2015
SEI March 2004 - July 2011
PMG Systems June 1998 - March 2004
Skills
Financial Modeling, Activity Based Costing, Decision Support, Return on Investment..., Customer Profitability, Financial Planning, Management, Project Management, Strategic Financial..., Strategy
Education
University of Delaware - Lerner College of Business and Economics 1994 — 1998
Bachelor of Science in Business Administration, Finance and Marketing
Vanguard April 2015 - Present
Vanguard January 2015 - April 2015
Vanguard July 2011 - January 2015
SEI March 2004 - July 2011
PMG Systems June 1998 - March 2004
Skills
Financial Modeling, Activity Based Costing, Decision Support, Return on Investment..., Customer Profitability, Financial Planning, Management, Project Management, Strategic Financial..., Strategy
Education
University of Delaware - Lerner College of Business and Economics 1994 — 1998
Bachelor of Science in Business Administration, Finance and Marketing
Paul Humphrey Paul Humphrey's SEI Experience October 2006 - October 2011
Job Help Desk Analyst at Teva Pharmaceuticals
Industry Information Technology and Services
Experience
Teva Pharmaceuticals February 2012 - Present
First Energy October 2011 - December 2011
SEI October 2006 - October 2011
Patriot Technologies March 2006 - October 2006
Technology Resource Management January 2005 - March 2006
Ajilon February 1998 - November 2004
GMT Microelectronics September 1997 - January 1998
Aerotek July 1997 - August 1997
Meridian Bank January 1989 - June 1996
Delaware Trust February 1976 - December 1988
Skills
Microsoft Office, Windows XP Professional, VPN, Troubleshooting, XP, Software Installation, Citrix, Computer Hardware, Laptops, Hardware, Access, Windows 7, Active Directory, VMware, Technical Support, System Deployment, System Administration, Cisco Technologies, Windows XP, Help Desk Support, Windows
Education
Berks Technical Institute 1996 — 1997
Certificate, PC/Network Administrator
University of Delaware 1968 — 1972
BS, Business Administration
Teva Pharmaceuticals February 2012 - Present
First Energy October 2011 - December 2011
SEI October 2006 - October 2011
Patriot Technologies March 2006 - October 2006
Technology Resource Management January 2005 - March 2006
Ajilon February 1998 - November 2004
GMT Microelectronics September 1997 - January 1998
Aerotek July 1997 - August 1997
Meridian Bank January 1989 - June 1996
Delaware Trust February 1976 - December 1988
Skills
Microsoft Office, Windows XP Professional, VPN, Troubleshooting, XP, Software Installation, Citrix, Computer Hardware, Laptops, Hardware, Access, Windows 7, Active Directory, VMware, Technical Support, System Deployment, System Administration, Cisco Technologies, Windows XP, Help Desk Support, Windows
Education
Berks Technical Institute 1996 — 1997
Certificate, PC/Network Administrator
University of Delaware 1968 — 1972
BS, Business Administration
Susan Fanter Susan Fanter's SEI Experience 2004 - 2006
Job Senior Manager, Project Services Real Estate & Facilities at Grant Thornton LLP
Industry Facilities Services
Experience
Grant Thornton LLP May 2011 - Present
Mesirow Financial January 2008 - January 2010
Ygomi LLC June 2006 - December 2007
Verety LLC December 2004 - June 2006
SEI 2004 - 2006
Arcturis December 2003 - December 2004
Arcturis March 2003 - December 2003
Color Art Office Interiors 1998 - 2002
Skills
Facilities Management, Strategic Planning, Budgets, Project Management, Real Estate, Management, Contract Negotiation, Negotiation, Leadership, Team Building, Customer Service, Sales, Vendor Management, Research, Program Management, Process Improvement, Space-planning, New Business Development
Education
University of Missouri-Columbia 1992 — 1996
BS
Grant Thornton LLP May 2011 - Present
Mesirow Financial January 2008 - January 2010
Ygomi LLC June 2006 - December 2007
Verety LLC December 2004 - June 2006
SEI 2004 - 2006
Arcturis December 2003 - December 2004
Arcturis March 2003 - December 2003
Color Art Office Interiors 1998 - 2002
Skills
Facilities Management, Strategic Planning, Budgets, Project Management, Real Estate, Management, Contract Negotiation, Negotiation, Leadership, Team Building, Customer Service, Sales, Vendor Management, Research, Program Management, Process Improvement, Space-planning, New Business Development
Education
University of Missouri-Columbia 1992 — 1996
BS
Mark J. McGrath Mark J. McGrath's SEI Experience May 2010 - July 2015
Job Vice President, Lazard Asset Management
Industry Investment Management
Experience
Lazard Asset Management August 2015 - Present
SEI May 2010 - July 2015
RiverSource Investments March 2007 - May 2010
Pioneer Investments August 2005 - March 2007
CBL Path May 2004 - August 2005
United States Marine Corps May 1998 - May 2004
Skills
Leadership, Training, Management, Sales Operations, Sales, Investments, Wealth Management, Financial Advisory, Mutual Funds, Series 7, Time Management, Securities, Alternative Investments, Asset Management, Research, Retirement, Employee Benefits, Portfolio Management, Strategic Financial..., Investment Advisory
Education
University of Detroit Mercy 2008 — 2009
M.A., Economics
Marquette University 1994 — 1998
B.A., History
Central Catholic High School, Pittsburgh, PA 1990 — 1994
Diploma
Lazard Asset Management August 2015 - Present
SEI May 2010 - July 2015
RiverSource Investments March 2007 - May 2010
Pioneer Investments August 2005 - March 2007
CBL Path May 2004 - August 2005
United States Marine Corps May 1998 - May 2004
Skills
Leadership, Training, Management, Sales Operations, Sales, Investments, Wealth Management, Financial Advisory, Mutual Funds, Series 7, Time Management, Securities, Alternative Investments, Asset Management, Research, Retirement, Employee Benefits, Portfolio Management, Strategic Financial..., Investment Advisory
Education
University of Detroit Mercy 2008 — 2009
M.A., Economics
Marquette University 1994 — 1998
B.A., History
Central Catholic High School, Pittsburgh, PA 1990 — 1994
Diploma
Gerhart Pahl Gerhart Pahl's SEI Experience January 1986 - August 1996
Job Retired
Industry Leisure, Travel & Tourism
Experience
Currently Retired February 2013 - Present
RBC Investor Services July 2004 - January 2013
Montrusco Bolton Investments Inc. August 1996 - September 2003
SEI January 1986 - August 1996
East West Resarch & Design June 1983 - August 1985
West Africa and Pacific Island Countries September 1970 - July 1981
Education
University of Hawaii at Manoa 1981 — 1983
MBA, International Finance
Universtiy of Alberta 1966 — 1970
B.Sc., Science/Math
Currently Retired February 2013 - Present
RBC Investor Services July 2004 - January 2013
Montrusco Bolton Investments Inc. August 1996 - September 2003
SEI January 1986 - August 1996
East West Resarch & Design June 1983 - August 1985
West Africa and Pacific Island Countries September 1970 - July 1981
Education
University of Hawaii at Manoa 1981 — 1983
MBA, International Finance
Universtiy of Alberta 1966 — 1970
B.Sc., Science/Math
Nathalie Uslaner, PHR, SPHR Nathalie Uslaner, PHR, SPHR's SEI Experience June 2007 - October 2012
Job Principal at Uslaner HR Solutions
Industry Human Resources
Experience
Uslaner HR Solutions May 2015 - Present
Amedra Pharmaceuticals LLC October 2012 - May 2015
SEI June 2007 - October 2012
UHS - Foundations Behavioral Health 2007 - 2007
ICON Clinical Research 2006 - 2006
Skills
Onboarding, Performance Management, Talent Acquisition, Professional Development, Recruiting, HR Policy Formulation, Strategic HR, Training Delivery, Team Building, Benefits Administration, Employee Relations, Staff Development, Recruitments, Human Resources, Employee Benefits, HR Policies, Interviews, Talent Management, HRIS, New Hire Orientations, Internet Recruiting, Training
Education
Villanova University 2008 — 2008
Human Resource Management Certificate, Human Resources
University of Michigan
Psychology, History of Art
Uslaner HR Solutions May 2015 - Present
Amedra Pharmaceuticals LLC October 2012 - May 2015
SEI June 2007 - October 2012
UHS - Foundations Behavioral Health 2007 - 2007
ICON Clinical Research 2006 - 2006
Skills
Onboarding, Performance Management, Talent Acquisition, Professional Development, Recruiting, HR Policy Formulation, Strategic HR, Training Delivery, Team Building, Benefits Administration, Employee Relations, Staff Development, Recruitments, Human Resources, Employee Benefits, HR Policies, Interviews, Talent Management, HRIS, New Hire Orientations, Internet Recruiting, Training
Education
Villanova University 2008 — 2008
Human Resource Management Certificate, Human Resources
University of Michigan
Psychology, History of Art
Dina Romeo Hoeske Dina Romeo Hoeske's SEI Experience October 1998 - November 2004
Job Project Manager and Transfer Agent Specialist
Industry Financial Services
Experience
RidgeWorth Investments November 2004 - Present
SEI October 1998 - November 2004
SEI July 1996 - October 1998
SEI June 1994 - July 1996
Skills
Project Management, Relationship Management, Product Launch, Transfer Agency, Shareholder and..., Regulatory Requirements, Mutual Funds
Education
University of Hartford 1990 — 1994
BSBA, Accounting
RidgeWorth Investments November 2004 - Present
SEI October 1998 - November 2004
SEI July 1996 - October 1998
SEI June 1994 - July 1996
Skills
Project Management, Relationship Management, Product Launch, Transfer Agency, Shareholder and..., Regulatory Requirements, Mutual Funds
Education
University of Hartford 1990 — 1994
BSBA, Accounting
Charan Preet Anand, CSOP Charan Preet Anand, CSOP's SEI Experience June 2015 - Present
Job Senior Alternative Investments Analyst at SEI
Industry Investment Management
Experience
SEI June 2015 - Present
SEI March 2014 - June 2015
Phoenixville Federal Bank and Trust June 2008 - January 2014
Skills
Trust Management, Trust Services, Wealth Management, Investment Management, Investments, Trust Operations, Wealth Management..., Asset Management, Financial Accounting, Financial Services, IRAs, Fixed Income, Accounting, Account Reconciliation
Education
Institute of Certified Bankers (ICB) 2010 — 2012
CSOP, Securities Operations
Aptech, India 1993 — 1997
Diploma in Software Engineering, Computer Software Engineering
University of Madras 1993 — 1996
Bachelor's Degree, Accounting and Commerce
SEI June 2015 - Present
SEI March 2014 - June 2015
Phoenixville Federal Bank and Trust June 2008 - January 2014
Skills
Trust Management, Trust Services, Wealth Management, Investment Management, Investments, Trust Operations, Wealth Management..., Asset Management, Financial Accounting, Financial Services, IRAs, Fixed Income, Accounting, Account Reconciliation
Education
Institute of Certified Bankers (ICB) 2010 — 2012
CSOP, Securities Operations
Aptech, India 1993 — 1997
Diploma in Software Engineering, Computer Software Engineering
University of Madras 1993 — 1996
Bachelor's Degree, Accounting and Commerce
Russell Yolles's SEI Experience February 2015 - Present
Job Regional Associate at SEI
Industry Investment Management
Experience
SEI February 2015 - Present
Invesco Canada April 2011 - January 2015
Centric Health August 2009 - March 2011
Skills
Microsoft Excel, Customer Service, Microsoft Office, Mutual Funds, Building Business..., Marketing, Wealth Management, Financial Services, Financial Markets, Golf, Presentations, Creative Problem Solving, Team Leadership, Mentoring
Education
University of Guelph 2005 — 2009
Bachelor of Commerce (BCom), Commerce
SEI February 2015 - Present
Invesco Canada April 2011 - January 2015
Centric Health August 2009 - March 2011
Skills
Microsoft Excel, Customer Service, Microsoft Office, Mutual Funds, Building Business..., Marketing, Wealth Management, Financial Services, Financial Markets, Golf, Presentations, Creative Problem Solving, Team Leadership, Mentoring
Education
University of Guelph 2005 — 2009
Bachelor of Commerce (BCom), Commerce
Andrew DiMola Andrew DiMola's SEI Experience July 2014 - June 2015
Job Software Developer
Industry Computer Software
Experience
SEI July 2014 - June 2015
University of Delaware August 2011 - May 2014
JPMorgan Chase June 2013 - August 2013
Skills
Public Speaking, Java, C++, Windows, Linux, Leadership, Event Planning, Student Affairs, MySQL, Python, Java EE, UNIX, JavaScript, jQuery, Spring MVC, Clojure
Education
University of Delaware 2010 — 2014
Bachelor's Degree, Computer Science
Northern Valley Regional High School at Old Tappan 2006 — 2010
High School
SEI July 2014 - June 2015
University of Delaware August 2011 - May 2014
JPMorgan Chase June 2013 - August 2013
Skills
Public Speaking, Java, C++, Windows, Linux, Leadership, Event Planning, Student Affairs, MySQL, Python, Java EE, UNIX, JavaScript, jQuery, Spring MVC, Clojure
Education
University of Delaware 2010 — 2014
Bachelor's Degree, Computer Science
Northern Valley Regional High School at Old Tappan 2006 — 2010
High School
Rama Sudalayandi's SEI Experience January 2011 - April 2012
Job Consultant at Comcast
Industry Financial Services
Experience
Comcast June 2014 - Present
Regulatory DataCorp. January 2013 - May 2014
Comcast May 2012 - December 2012
SEI January 2011 - April 2012
PHH Mortgage May 2001 - March 2010
Regulatory DataCorp. 2010 - 2010
Sony 1998 - 2000
TAC BANKOK 1997 - 1998
Skills
SDLC, Requirements Analysis, Vendor Management, Agile Methodologies, Business Analysis, Oracle, Software Project..., Management, Enterprise Architecture, Process Improvement
Education
University of Madras 1985 — 1991
Comcast June 2014 - Present
Regulatory DataCorp. January 2013 - May 2014
Comcast May 2012 - December 2012
SEI January 2011 - April 2012
PHH Mortgage May 2001 - March 2010
Regulatory DataCorp. 2010 - 2010
Sony 1998 - 2000
TAC BANKOK 1997 - 1998
Skills
SDLC, Requirements Analysis, Vendor Management, Agile Methodologies, Business Analysis, Oracle, Software Project..., Management, Enterprise Architecture, Process Improvement
Education
University of Madras 1985 — 1991
Becky Leonard Becky Leonard's SEI Experience July 2011 - November 2012
Job Chief Financial Planner at LINC Wealth Solutions
Industry Financial Services
Experience
LINC Wealth Solutions 2014 - Present
Merrill Lynch November 2012 - October 2013
SEI July 2011 - November 2012
SEI July 2007 - July 2011
Skills
Wealth Management, Personal Financial..., Investment Strategies, Retirement Planning, College Education..., Series 63, Series 7, Series 65, Investment Advisory, Tax-Managed Investing, Portfolio Management, Financial Planning, Investments, Asset Allocation
Education
University of Notre Dame - Mendoza College of Business 2003 — 2007
Bachelor's degree, Finance
Villanova University 2008 — 2010
Master of Business Administration (MBA)
LINC Wealth Solutions 2014 - Present
Merrill Lynch November 2012 - October 2013
SEI July 2011 - November 2012
SEI July 2007 - July 2011
Skills
Wealth Management, Personal Financial..., Investment Strategies, Retirement Planning, College Education..., Series 63, Series 7, Series 65, Investment Advisory, Tax-Managed Investing, Portfolio Management, Financial Planning, Investments, Asset Allocation
Education
University of Notre Dame - Mendoza College of Business 2003 — 2007
Bachelor's degree, Finance
Villanova University 2008 — 2010
Master of Business Administration (MBA)
Jim Blachman, CFA Jim Blachman, CFA's SEI Experience 1988 - 1997
Job Product Manager, Advice and Investments
Industry Financial Services
Experience
Advisor Partners, LLC 2002 - 2014
American Century Investments 2000 - 2001
Bank of America 1997 - 2000
SEI 1988 - 1997
Skills
Product Development, Product Management, Strategy, Portfolio Management, Investments, Asset Allocation, Mutual Funds, CRM, Management, Wealth Management, Asset Managment, Risk Management, Equities, Manager Selection, Investment Portfolios, Product Marketing, Investment Strategies, Financial Advisory, Investment Management, ETFs, Asset Management, Strategy Development, New Business Development, Creative Problem Solving, Relationship Management, Team Development
Education
University of California, Berkeley
Bachelors and Master's degrees, Economics
Advisor Partners, LLC 2002 - 2014
American Century Investments 2000 - 2001
Bank of America 1997 - 2000
SEI 1988 - 1997
Skills
Product Development, Product Management, Strategy, Portfolio Management, Investments, Asset Allocation, Mutual Funds, CRM, Management, Wealth Management, Asset Managment, Risk Management, Equities, Manager Selection, Investment Portfolios, Product Marketing, Investment Strategies, Financial Advisory, Investment Management, ETFs, Asset Management, Strategy Development, New Business Development, Creative Problem Solving, Relationship Management, Team Development
Education
University of California, Berkeley
Bachelors and Master's degrees, Economics
Michael Cagnina Michael Cagnina's SEI Experience December 2002 - Present
Job Managing Director at SEI
Industry Financial Services
Experience
SEI December 2002 - Present
SEI January 1995 - December 2002
SEI January 1992 - January 1995
Chicago Board of Trade June 1989 - June 1991
Skills
Mutual Funds, Asset Allocation, Alternative Investments, Portfolio Management, Asset Management, Hedge Funds, Equities, Investments, Financial Services, Fixed Income, Asset Liability..., Corporate Finance, Large Institutional..., Large Institutional..., Healthcare Investment..., Non-Profit Funds, Large Multi-Employer..., Municipalties, Series 7, Series 63, AIMSE
Education
University of Arizona 1987 — 1991
Bachelor of Science (BS), Finance
SEI December 2002 - Present
SEI January 1995 - December 2002
SEI January 1992 - January 1995
Chicago Board of Trade June 1989 - June 1991
Skills
Mutual Funds, Asset Allocation, Alternative Investments, Portfolio Management, Asset Management, Hedge Funds, Equities, Investments, Financial Services, Fixed Income, Asset Liability..., Corporate Finance, Large Institutional..., Large Institutional..., Healthcare Investment..., Non-Profit Funds, Large Multi-Employer..., Municipalties, Series 7, Series 63, AIMSE
Education
University of Arizona 1987 — 1991
Bachelor of Science (BS), Finance
Ron Surz Ron Surz's SEI Experience 1983 - 1986
Job Patented Safe Landing Glide Path for Target Date Funds. Smarter Beta Centric Core completes active managers.
Industry Financial Services
Experience
Target Date Solutions October 2009 - Present
PPCA Inc January 1992 - Present
eVestment Alliance November 2012 - November 2013
Target Date Analytics 2007 - 2009
IMCA® 1997 - 2006
Roxbury Capital Management 1995 - 2000
Glenwood 1992 - 1996
Becker Burke February 1986 - March 1992
SEI 1983 - 1986
AG Becker & Co 1974 - 1983
Skills
Investment manager due..., Target date funds, Style indexes,..., Performance Attribution, Investments, Portfolio Management, Hedge Funds, Funding, Investment Strategies, Fashion, Due Diligence, Investment Advisory, Alternative Investments, Core, Asset Allocation, Investment Management, Asset Management, Wealth Management, Financial Services, ETFs, Mutual Funds, Finance, Series 7, Pensions, Securities, Series 63, Institutional..., Retirement, Asset Managment, Risk Management, Equities, Mergers & Acquisitions, Financial Advisory, Fixed Income, Strategic Financial..., Strategic Visionary, 401k, Relationship Management, Mergers, Bonds, Retirement Planning, Separately Managed..., Financial Markets, Defined Benefit, Trading, Capital Markets, Equity Research, High Net Worth..., Financial Risk, Wealth Management...
Education
University of Chicago 1971 — 1974
MBA, Finance
University of Illinois at Chicago 1963 — 1969
MS, Applied Mathematics, Graduated grada cum laude, with honors
Target Date Solutions October 2009 - Present
PPCA Inc January 1992 - Present
eVestment Alliance November 2012 - November 2013
Target Date Analytics 2007 - 2009
IMCA® 1997 - 2006
Roxbury Capital Management 1995 - 2000
Glenwood 1992 - 1996
Becker Burke February 1986 - March 1992
SEI 1983 - 1986
AG Becker & Co 1974 - 1983
Skills
Investment manager due..., Target date funds, Style indexes,..., Performance Attribution, Investments, Portfolio Management, Hedge Funds, Funding, Investment Strategies, Fashion, Due Diligence, Investment Advisory, Alternative Investments, Core, Asset Allocation, Investment Management, Asset Management, Wealth Management, Financial Services, ETFs, Mutual Funds, Finance, Series 7, Pensions, Securities, Series 63, Institutional..., Retirement, Asset Managment, Risk Management, Equities, Mergers & Acquisitions, Financial Advisory, Fixed Income, Strategic Financial..., Strategic Visionary, 401k, Relationship Management, Mergers, Bonds, Retirement Planning, Separately Managed..., Financial Markets, Defined Benefit, Trading, Capital Markets, Equity Research, High Net Worth..., Financial Risk, Wealth Management...
Education
University of Chicago 1971 — 1974
MBA, Finance
University of Illinois at Chicago 1963 — 1969
MS, Applied Mathematics, Graduated grada cum laude, with honors
Caitlin McConlogue Caitlin McConlogue's SEI Experience June 2014 - Present
Job Student at the University of Delaware
Industry Financial Services
Experience
SEI June 2014 - Present
The Philadelphia Trust Company June 2012 - August 2013
Community Professional Loudspeakers December 2012 - February 2013
Skills
Financial Research, Team-oriented, Financial Analysis, Microsoft Office, Analytical Skills, Self-motivated..., People Skills, Reasoning Skills
Education
University of Delaware 2010 — 2014
Bachelor's degree, Accounting and Finance
SEI June 2014 - Present
The Philadelphia Trust Company June 2012 - August 2013
Community Professional Loudspeakers December 2012 - February 2013
Skills
Financial Research, Team-oriented, Financial Analysis, Microsoft Office, Analytical Skills, Self-motivated..., People Skills, Reasoning Skills
Education
University of Delaware 2010 — 2014
Bachelor's degree, Accounting and Finance
Brittany Christie Brittany Christie's SEI Experience July 2014 - Present
Job Fund Accounting Supervisor at SEI
Industry Financial Services
Experience
SEI July 2014 - Present
SEI February 2013 - July 2014
SEI September 2011 - February 2013
Skills
Fund Accounting, Hedge Accounting, Hedge Funds, Fund Administration, Client Relations Skills, Account Reconciliation, Financial Reporting, Accounting, Bloomberg, Financial Statements
Education
University of Delaware 2007 — 2011
Bachelor's Degree, Finance, General
SEI July 2014 - Present
SEI February 2013 - July 2014
SEI September 2011 - February 2013
Skills
Fund Accounting, Hedge Accounting, Hedge Funds, Fund Administration, Client Relations Skills, Account Reconciliation, Financial Reporting, Accounting, Bloomberg, Financial Statements
Education
University of Delaware 2007 — 2011
Bachelor's Degree, Finance, General
William M. Mulvaney William M. Mulvaney's SEI Experience 1986 - 1989
Job BenAxis, Inc., Employee Benefit Adviser ● Retirement Planning
Industry Insurance
Experience
Peridot Financial Group, LLC 2007 - Present
Lamb, Little & Co. 1992 - 2007
Andrews, Greenwald & McNulty 1991 - 1992
New York Life Insurance Company 1989 - 1991
SEI 1986 - 1989
Loyola University Health System 1984 - 1985
Skills
Long Term Care, Disability Insurance, Annuities, 401k, Health Insurance, Employee Benefits, Dental, Insurance, IRA's, Retirement Planning, Critical Illness, Term Life Insurance, Group Benefits, Medicare Supplements, Whole Life, Universal Life, Group Health, Annuity, Insurance Planning, Fixed Annuities, Long-term Care, Health Savings Accounts, Plan Design, Rollovers, Long Term Care Insurance, Mutual Funds, Small Business, Dentistry, Financial Planners, Life Insurance, Medicare, IRAs
Education
University of Illinois at Chicago
BA, Economics
Peridot Financial Group, LLC 2007 - Present
Lamb, Little & Co. 1992 - 2007
Andrews, Greenwald & McNulty 1991 - 1992
New York Life Insurance Company 1989 - 1991
SEI 1986 - 1989
Loyola University Health System 1984 - 1985
Skills
Long Term Care, Disability Insurance, Annuities, 401k, Health Insurance, Employee Benefits, Dental, Insurance, IRA's, Retirement Planning, Critical Illness, Term Life Insurance, Group Benefits, Medicare Supplements, Whole Life, Universal Life, Group Health, Annuity, Insurance Planning, Fixed Annuities, Long-term Care, Health Savings Accounts, Plan Design, Rollovers, Long Term Care Insurance, Mutual Funds, Small Business, Dentistry, Financial Planners, Life Insurance, Medicare, IRAs
Education
University of Illinois at Chicago
BA, Economics
Brian McEvily Brian McEvily's SEI Experience October 2007 - May 2010
Job Corporate Retail Finance at GE Capital
Industry Banking
Experience
GE Capital July 2013 - Present
GE Capital July 2011 - July 2013
University of Notre Dame May 2010 - July 2011
SEI October 2007 - May 2010
Ursinus College September 2006 - May 2010
SEI Investments January 2007 - September 2007
Skills
Financial Analysis, Financial Modeling, Process Improvement, Training, Business Strategy, Corporate Finance, Finance, Sales, Loans, Investments
Education
University of Notre Dame - Mendoza College of Business 2010 — 2011
MBA, Finance & Investments
Ursinus College 2002 — 2006
BA, Business & Economics
GE Capital July 2013 - Present
GE Capital July 2011 - July 2013
University of Notre Dame May 2010 - July 2011
SEI October 2007 - May 2010
Ursinus College September 2006 - May 2010
SEI Investments January 2007 - September 2007
Skills
Financial Analysis, Financial Modeling, Process Improvement, Training, Business Strategy, Corporate Finance, Finance, Sales, Loans, Investments
Education
University of Notre Dame - Mendoza College of Business 2010 — 2011
MBA, Finance & Investments
Ursinus College 2002 — 2006
BA, Business & Economics
Mike Waldridge, ChFC's SEI Experience 2001 - 2002
Job Chartered Financial Consultant
Industry Financial Services
Experience
ARGI Financial Group January 2008 - Present
AssetMark Investment Services 2005 - 2008
AEGON / Transamerica January 1998 - May 2005
SEI 2001 - 2002
Skills
Mutual Funds, Separately Managed..., Investments, Investment Advisory, Financial Advisory, Strategy, Small Business, Fixed Annuities
Education
University of Louisville 1989 — 1991
BSBA, Finance
Holy Cross High School 1982 — 1986
Diploma
ARGI Financial Group January 2008 - Present
AssetMark Investment Services 2005 - 2008
AEGON / Transamerica January 1998 - May 2005
SEI 2001 - 2002
Skills
Mutual Funds, Separately Managed..., Investments, Investment Advisory, Financial Advisory, Strategy, Small Business, Fixed Annuities
Education
University of Louisville 1989 — 1991
BSBA, Finance
Holy Cross High School 1982 — 1986
Diploma
Adam Lupisella's SEI Experience June 2015 - Present
Job Technology Director, MBA Candidate
Industry Financial Services
Experience
SEI June 2015 - Present
SEI May 2013 - June 2015
SEI May 2012 - May 2013
SEI March 2011 - May 2012
SEI July 2009 - March 2011
Janney Montgomery Scott June 2008 - August 2008
Goldman Sachs June 2008 - August 2008
Skills
Management, Team Management, Resource Management, Process Improvement, Project Management, Agile Project Management, Business Analysis, Software Development, Software Project..., Agile Methodologies, Financial Services, Requirements Analysis, Technology Development, SDLC, New Business Development, Wealth Management, Software Design, Software Documentation, Software Quality..., Mobile Product..., Kanban, Scrum
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2014 — 2015
Master of Business Administration (M.B.A.), Investment Management and Corporate Finance
Villanova University 2005 — 2009
B.S., Mechanical Engineering
US Coast Guard Academy 2004 — 2005
Mechanical Engineering
SEI June 2015 - Present
SEI May 2013 - June 2015
SEI May 2012 - May 2013
SEI March 2011 - May 2012
SEI July 2009 - March 2011
Janney Montgomery Scott June 2008 - August 2008
Goldman Sachs June 2008 - August 2008
Skills
Management, Team Management, Resource Management, Process Improvement, Project Management, Agile Project Management, Business Analysis, Software Development, Software Project..., Agile Methodologies, Financial Services, Requirements Analysis, Technology Development, SDLC, New Business Development, Wealth Management, Software Design, Software Documentation, Software Quality..., Mobile Product..., Kanban, Scrum
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2014 — 2015
Master of Business Administration (M.B.A.), Investment Management and Corporate Finance
Villanova University 2005 — 2009
B.S., Mechanical Engineering
US Coast Guard Academy 2004 — 2005
Mechanical Engineering
Vik Khasat Vik Khasat's SEI Experience January 2014 - Present
Job Relationship Manager at SEI
Industry Investment Management
Experience
SEI January 2014 - Present
SEI Investments August 2010 - December 2013
JPMorgan Chase 2009 - 2009
JPMorgan Chase 2008 - 2008
Rivera Business Consulting 2008 - 2008
WSFS Bank June 2007 - August 2007
ING DIRECT June 2006 - August 2006
Education
University of Delaware - Lerner College of Business and Economics
BS, Finance & Economics & International Business
SEI January 2014 - Present
SEI Investments August 2010 - December 2013
JPMorgan Chase 2009 - 2009
JPMorgan Chase 2008 - 2008
Rivera Business Consulting 2008 - 2008
WSFS Bank June 2007 - August 2007
ING DIRECT June 2006 - August 2006
Education
University of Delaware - Lerner College of Business and Economics
BS, Finance & Economics & International Business
Dan Guy Dan Guy's SEI Experience July 2013 - May 2014
Job Founding Member at 5190 Financial LLC
Industry Financial Services
Experience
5190 Financial LLC July 2012 - Present
Forefront Analytics, LLC/GK Family Office, LLC May 2014 - April 2015
SEI July 2013 - May 2014
NASDAQ OMX June 2011 - January 2012
Skills
Excellent oral/written..., High Organizational..., Proficient with..., Microsoft Excel, Microsoft Word, Microsoft Access, Microsoft Powerpoint, Familiar with..., Strongly self-motivated, Task-oriented, PowerPoint, Economics, Investments, Mutual Funds
Education
University of Delaware - Lerner College of Business and Economics 2008 — 2012
Bachelor of Science (B.S.), Finance
5190 Financial LLC July 2012 - Present
Forefront Analytics, LLC/GK Family Office, LLC May 2014 - April 2015
SEI July 2013 - May 2014
NASDAQ OMX June 2011 - January 2012
Skills
Excellent oral/written..., High Organizational..., Proficient with..., Microsoft Excel, Microsoft Word, Microsoft Access, Microsoft Powerpoint, Familiar with..., Strongly self-motivated, Task-oriented, PowerPoint, Economics, Investments, Mutual Funds
Education
University of Delaware - Lerner College of Business and Economics 2008 — 2012
Bachelor of Science (B.S.), Finance
Jeff Davidson Jeff Davidson's SEI Experience November 2000 - June 2007
Job Director at Chestnut Hill Partners
Industry Investment Banking
Experience
Chestnut Hill Partners January 2012 - Present
Palico March 2012 - December 2012
Cathedral Partners / AxialMarket July 2007 - March 2012
SEI November 2000 - June 2007
Skills
Middle Market, B2B Marketing, Marketing Strategy, Private Equity, Mergers, Mergers & Acquisitions, Investments, Strategy, Finance, Investment Banking, Corporate Development, Business Development, Venture Capital, Entrepreneurship, Corporate Finance, New Business Development, Business Planning, Management, Start-ups, Alternative Investments, Due Diligence, Deal Sourcing
Education
University of Delaware
Chestnut Hill Partners January 2012 - Present
Palico March 2012 - December 2012
Cathedral Partners / AxialMarket July 2007 - March 2012
SEI November 2000 - June 2007
Skills
Middle Market, B2B Marketing, Marketing Strategy, Private Equity, Mergers, Mergers & Acquisitions, Investments, Strategy, Finance, Investment Banking, Corporate Development, Business Development, Venture Capital, Entrepreneurship, Corporate Finance, New Business Development, Business Planning, Management, Start-ups, Alternative Investments, Due Diligence, Deal Sourcing
Education
University of Delaware
Erin Marcavage's SEI Experience May 2012 - March 2013
Job Senior Consultant at Deloitte
Industry Financial Services
Experience
Deloitte August 2015 - Present
Deloitte April 2013 - August 2015
SEI May 2012 - March 2013
Integrated Printing Solutions June 2011 - August 2011
Haines & Kibblehouse Inc. May 2008 - July 2010
Skills
Financial Analysis, Microsoft Excel, Microsoft Word, Financial Reporting, Microsoft Office, PowerPoint, Financial Modeling, Analysis, Account Reconciliation, Investments, Accounting
Education
University of Denver - Daniels College of Business 2008 — 2012
BSBA, International Business and Finance
University of Otago 2010 — 2010
International Relations
Perkiomen Valley High School 2004 — 2008
Deloitte August 2015 - Present
Deloitte April 2013 - August 2015
SEI May 2012 - March 2013
Integrated Printing Solutions June 2011 - August 2011
Haines & Kibblehouse Inc. May 2008 - July 2010
Skills
Financial Analysis, Microsoft Excel, Microsoft Word, Financial Reporting, Microsoft Office, PowerPoint, Financial Modeling, Analysis, Account Reconciliation, Investments, Accounting
Education
University of Denver - Daniels College of Business 2008 — 2012
BSBA, International Business and Finance
University of Otago 2010 — 2010
International Relations
Perkiomen Valley High School 2004 — 2008
Samantha Sheetz, M.S.Ed., M.Phil.Ed. Samantha Sheetz, M.S.Ed., M.Phil.Ed.'s SEI Experience July 2008 - May 2011
Job Intensive Outpatient Program Therapist at The Light Program
Industry Mental Health Care
Experience
The Light Program/Onward Behavioral Health September 2013 - Present
Women's Center of Montgomery County June 2013 - Present
Rehab After Work/Onward Behavioral Health October 2011 - May 2013
SEI July 2008 - May 2011
Altria June 2006 - August 2006
Sheetz, Inc. May 2005 - August 2005
Sheetz, Inc. June 2004 - August 2004
Skills
Mental Health Counseling, Group Therapy, PowerPoint, Marketing, Leadership Development
Education
University of Pennsylvania 2012 — 2013
M.Phil.Ed., Professional Counseling
University of Pennsylvania 2011 — 2012
M.S.Ed., Counseling & Mental Health Services
Pennsylvania State University, University Park 2005 — 2008
BS, Marketing
The Light Program/Onward Behavioral Health September 2013 - Present
Women's Center of Montgomery County June 2013 - Present
Rehab After Work/Onward Behavioral Health October 2011 - May 2013
SEI July 2008 - May 2011
Altria June 2006 - August 2006
Sheetz, Inc. May 2005 - August 2005
Sheetz, Inc. June 2004 - August 2004
Skills
Mental Health Counseling, Group Therapy, PowerPoint, Marketing, Leadership Development
Education
University of Pennsylvania 2012 — 2013
M.Phil.Ed., Professional Counseling
University of Pennsylvania 2011 — 2012
M.S.Ed., Counseling & Mental Health Services
Pennsylvania State University, University Park 2005 — 2008
BS, Marketing
Innogen Henderson, CPA, CA Innogen Henderson, CPA, CA's SEI Experience May 2007 - September 2007
Job Director, Financial Planning and Analysis
Industry Real Estate
Experience
Minto Group Inc. March 2015 - Present
KPMG Canada October 2013 - February 2015
KPMG Canada October 2011 - September 2013
KPMG Canada October 2009 - September 2011
KPMG Canada October 2007 - September 2009
SEI May 2007 - September 2007
Self-employed January 2001 - April 2006
MD Management September 2004 - March 2006
A Perfect Fourth String Quartet 2000 - 2006
Skills
Organizational..., Creative Problem Solving, Technical Analysis, Team Spirit, Accounting, Audit, Tax, Internal Audit, Real Estate, Auditing, IFRS, Assurance
Education
University of Ottawa / Université d'Ottawa 2003 — 2007
B. Comm, Accounting
Lisgar Collegiate Institute 1999 — 2003
Minto Group Inc. March 2015 - Present
KPMG Canada October 2013 - February 2015
KPMG Canada October 2011 - September 2013
KPMG Canada October 2009 - September 2011
KPMG Canada October 2007 - September 2009
SEI May 2007 - September 2007
Self-employed January 2001 - April 2006
MD Management September 2004 - March 2006
A Perfect Fourth String Quartet 2000 - 2006
Skills
Organizational..., Creative Problem Solving, Technical Analysis, Team Spirit, Accounting, Audit, Tax, Internal Audit, Real Estate, Auditing, IFRS, Assurance
Education
University of Ottawa / Université d'Ottawa 2003 — 2007
B. Comm, Accounting
Lisgar Collegiate Institute 1999 — 2003
Kirstin Bosch Kirstin Bosch's SEI Experience June 2006 - February 2012
Job Director of Operations at Lenfest Enterprises, LLC
Industry Investment Management
Experience
Lenfest Enterprises, LLC November 2013 - Present
LGL Partners February 2012 - July 2013
Forbes Family Trust February 2012 - July 2013
SEI June 2006 - February 2012
Global Institutional Group January 2005 - June 2006
SEI May 2002 - January 2005
SEI August 2001 - May 2002
SEI May 2000 - May 2001
Skills
Retirement Planning, Alternative Investments, Investments, Financial Advisory, Wealth Management, Investment Management, Market Research, Hedge Funds, Asset Allocation
Education
University of Pennsylvania
International Relations, Economics, Political Science and History
University of Pennsylvania
BA, International Relations
Lenfest Enterprises, LLC November 2013 - Present
LGL Partners February 2012 - July 2013
Forbes Family Trust February 2012 - July 2013
SEI June 2006 - February 2012
Global Institutional Group January 2005 - June 2006
SEI May 2002 - January 2005
SEI August 2001 - May 2002
SEI May 2000 - May 2001
Skills
Retirement Planning, Alternative Investments, Investments, Financial Advisory, Wealth Management, Investment Management, Market Research, Hedge Funds, Asset Allocation
Education
University of Pennsylvania
International Relations, Economics, Political Science and History
University of Pennsylvania
BA, International Relations
Jerry Gil's SEI Experience 2011 - 2013
Job Senior Vice President at IKONIC Fund Services
Industry Financial Services
Experience
IKONIC Fund Services (USA) Inc. 2014 - Present
Ermerging Asset Management 2013 - 2014
SEI 2011 - 2013
BNP Paribas 2002 - 2011
Citigroup 1997 - 2001
Murray Johnstone Fund Managers 1995 - 1997
Bankers Trust 1989 - 1995
Skills
Fixed Income, Alternative Investments, Equities, Hedge Funds, Fund Of Funds, Custodians, Prime Brokerage, Investments, Portfolio Management, Mutual Funds, Asset Management, Asset Managment, Derivatives, Investment Banking, Private Equity, Bloomberg, Financial Markets, Capital Markets, Fund Administration, Securities, Trading, Bonds, Options, Relationship Management, Investment Management, Financial Services, ETFs, Funding, Valuation, Emerging Markets, FX Options, Equity Derivatives, Structured Finance, Trading Systems
Education
University of Liverpool
MBA
IKONIC Fund Services (USA) Inc. 2014 - Present
Ermerging Asset Management 2013 - 2014
SEI 2011 - 2013
BNP Paribas 2002 - 2011
Citigroup 1997 - 2001
Murray Johnstone Fund Managers 1995 - 1997
Bankers Trust 1989 - 1995
Skills
Fixed Income, Alternative Investments, Equities, Hedge Funds, Fund Of Funds, Custodians, Prime Brokerage, Investments, Portfolio Management, Mutual Funds, Asset Management, Asset Managment, Derivatives, Investment Banking, Private Equity, Bloomberg, Financial Markets, Capital Markets, Fund Administration, Securities, Trading, Bonds, Options, Relationship Management, Investment Management, Financial Services, ETFs, Funding, Valuation, Emerging Markets, FX Options, Equity Derivatives, Structured Finance, Trading Systems
Education
University of Liverpool
MBA
Abhay Pimprikar's SEI Experience 2000 - 2001
Job VP, Engineering CRM at Veeva Systems
Industry Computer Software
Experience
Veeva Systems January 2015 - Present
Veeva Systems April 2010 - December 2014
Health Connections Networks March 2004 - April 2010
Vendavo January 2007 - December 2008
E-DocArchitects October 2001 - March 2004
Patriot International March 2001 - October 2001
SEI 2000 - 2001
Dynegy (Mantiss Information) 1999 - 2000
HCL Medical Systems (Network) October 1994 - March 1996
Skills
Agile Methodologies, iOS development, IT Strategy, Java Enterprise Edition, Product Development, Enterprise Software, Software Development, Salesforce.com, Product Management, Engineering Management, SaaS, Cloud Computing, Agile, CRM, J2EE, Project Management, Databases, Integration, Software Project..., Team Leadership, .NET, Web Applications, Cross-functional Team..., Management, Mobile Applications, Linux\Unix
Education
University of Illinois at Chicago 1996 — 1999
MS
University of Bombay 1990 — 1994
BE
Veeva Systems January 2015 - Present
Veeva Systems April 2010 - December 2014
Health Connections Networks March 2004 - April 2010
Vendavo January 2007 - December 2008
E-DocArchitects October 2001 - March 2004
Patriot International March 2001 - October 2001
SEI 2000 - 2001
Dynegy (Mantiss Information) 1999 - 2000
HCL Medical Systems (Network) October 1994 - March 1996
Skills
Agile Methodologies, iOS development, IT Strategy, Java Enterprise Edition, Product Development, Enterprise Software, Software Development, Salesforce.com, Product Management, Engineering Management, SaaS, Cloud Computing, Agile, CRM, J2EE, Project Management, Databases, Integration, Software Project..., Team Leadership, .NET, Web Applications, Cross-functional Team..., Management, Mobile Applications, Linux\Unix
Education
University of Illinois at Chicago 1996 — 1999
MS
University of Bombay 1990 — 1994
BE
Ralph Hall's SEI Experience December 2007 - February 2010
Job
Industry Information Technology and Services
Experience
TD Bank February 2012 - September 2012
The Institutes (AICPCU - American Institute of Chartered Property and Casualty Underwriters) March 2010 - December 2011
SEI December 2007 - February 2010
ARAMARK Refreshment Services July 2006 - December 2007
MBNA America, NA / Bank of America August 2001 - July 2006
Garlock Sealing Technologies August 2005 - April 2006
Crayola October 2003 - February 2004
Maritrans August 1997 - August 2000
Oracle Corp April 1996 - August 1997
Integrated Systems Consulting Group (ISCG) August 1994 - April 1996
Education
University of Delaware - Lerner College of Business and Economics 1975 — 1979
MBA, Business Administration
University of Delaware 1971 — 1975
BA, Spanish Literature
TD Bank February 2012 - September 2012
The Institutes (AICPCU - American Institute of Chartered Property and Casualty Underwriters) March 2010 - December 2011
SEI December 2007 - February 2010
ARAMARK Refreshment Services July 2006 - December 2007
MBNA America, NA / Bank of America August 2001 - July 2006
Garlock Sealing Technologies August 2005 - April 2006
Crayola October 2003 - February 2004
Maritrans August 1997 - August 2000
Oracle Corp April 1996 - August 1997
Integrated Systems Consulting Group (ISCG) August 1994 - April 1996
Education
University of Delaware - Lerner College of Business and Economics 1975 — 1979
MBA, Business Administration
University of Delaware 1971 — 1975
BA, Spanish Literature
Daniel Nevins's SEI Experience 2004 - 2010
Job Investment Professional
Industry Investment Management
Experience
SEI 2004 - 2010
SEI 2002 - 2004
SEI 1999 - 2002
J.P. Morgan 1994 - 1998
J.P. Morgan 1990 - 1993
J.P. Morgan 1986 - 1990
Skills
Asset Allocation, Alternative Investments, Hedge Funds, Asset Managment, Investment Strategies, Portfolio Management, Mutual Funds, Fixed Income, Equities, Investments, Portfolio Optimization, Investment Management, Wealth Management, Derivatives, Emerging Markets, Securities, Financial Modeling, Equity Trading, Valuation, Investment Advisory, Asset Management
Education
University of Pennsylvania 1982 — 1986
Bachelor of Science in Economics, Wharton School of Business
University of Pennsylvania 1982 — 1986
Bachelor of Applied Science, Moore School of Electrical Engineering
SEI 2004 - 2010
SEI 2002 - 2004
SEI 1999 - 2002
J.P. Morgan 1994 - 1998
J.P. Morgan 1990 - 1993
J.P. Morgan 1986 - 1990
Skills
Asset Allocation, Alternative Investments, Hedge Funds, Asset Managment, Investment Strategies, Portfolio Management, Mutual Funds, Fixed Income, Equities, Investments, Portfolio Optimization, Investment Management, Wealth Management, Derivatives, Emerging Markets, Securities, Financial Modeling, Equity Trading, Valuation, Investment Advisory, Asset Management
Education
University of Pennsylvania 1982 — 1986
Bachelor of Science in Economics, Wharton School of Business
University of Pennsylvania 1982 — 1986
Bachelor of Applied Science, Moore School of Electrical Engineering
Jennifer Campisi's SEI Experience April 2012 - Present
Job SIMC Compliance Officer at SEI
Industry Financial Services
Experience
SEI April 2012 - Present
Newton One Advisors, LLC January 2007 - April 2012
PFPC July 2005 - January 2007
JP Morgan Chase June 2000 - June 2005
Education
University of Delaware 1996 — 2000
SEI April 2012 - Present
Newton One Advisors, LLC January 2007 - April 2012
PFPC July 2005 - January 2007
JP Morgan Chase June 2000 - June 2005
Education
University of Delaware 1996 — 2000
Scot Steele's SEI Experience 2002 - 2004
Job IT Consultant at Sabre Industries, Inc.
Industry Computer Software
Experience
Sabre Industries, Inc. June 2013 - Present
Tronox March 2012 - June 2013
Healthways 2006 - November 2011
Spirian 1997 - 2005
SEI 2002 - 2004
Spirian Technologies 1997 - 2001
Universal Networks 1990 - 1997
IKON Technology Services 1996 - 1996
Skills
SDLC, Business Analysis, Healthcare, Business Intelligence, VBScript, Microsoft SQL Server, Process Improvement, Requirements Analysis, Healthcare Information..., SharePoint, Agile Methodologies, .NET, Program Management, Visio, Data Warehousing, Integration, Project Management, Consulting, Information Technology
Education
University of Iowa - Henry B. Tippie College of Business 1982 — 1986
Bachelor of Science (BS), Finance, General
Sabre Industries, Inc. June 2013 - Present
Tronox March 2012 - June 2013
Healthways 2006 - November 2011
Spirian 1997 - 2005
SEI 2002 - 2004
Spirian Technologies 1997 - 2001
Universal Networks 1990 - 1997
IKON Technology Services 1996 - 1996
Skills
SDLC, Business Analysis, Healthcare, Business Intelligence, VBScript, Microsoft SQL Server, Process Improvement, Requirements Analysis, Healthcare Information..., SharePoint, Agile Methodologies, .NET, Program Management, Visio, Data Warehousing, Integration, Project Management, Consulting, Information Technology
Education
University of Iowa - Henry B. Tippie College of Business 1982 — 1986
Bachelor of Science (BS), Finance, General
Jenny Burr's SEI Experience 1994 - 1994
Job Senior Manager, Speech Science at Convergys
Industry Computer Software
Experience
Convergys 2008 - Present
Intervoice April 2006 - September 2008
Intervoice 1997 - 2006
Aspect Communications 1997 - 1997
Intervoice 1995 - 1997
SEI 1994 - 1994
Skills
CTI, Speech Recognition, Contact Centers, Call Center, Multi-channel Marketing, IVR, Competitive Analysis, SaaS, Professional Services, Customer Experience, Solution Selling, VoIP, Telecommunications, Channel Partners, Cloud Computing, Mobile Devices, Call Centers, Unified Communications, Enterprise Software, Telephony, Service Delivery, Pre-sales, Analytics, Vendor Management, Cross-functional Team..., Requirements Analysis
Education
University of North Texas 1991 — 1994
BA, Business Computer Information Systems
Convergys 2008 - Present
Intervoice April 2006 - September 2008
Intervoice 1997 - 2006
Aspect Communications 1997 - 1997
Intervoice 1995 - 1997
SEI 1994 - 1994
Skills
CTI, Speech Recognition, Contact Centers, Call Center, Multi-channel Marketing, IVR, Competitive Analysis, SaaS, Professional Services, Customer Experience, Solution Selling, VoIP, Telecommunications, Channel Partners, Cloud Computing, Mobile Devices, Call Centers, Unified Communications, Enterprise Software, Telephony, Service Delivery, Pre-sales, Analytics, Vendor Management, Cross-functional Team..., Requirements Analysis
Education
University of North Texas 1991 — 1994
BA, Business Computer Information Systems
Rob Connin's SEI Experience April 1995 - August 1996
Job Managing Director Lazard Asset Management
Industry Capital Markets
Experience
Lazard Asset Management July 2004 - Present
Nicholas Applegate January 1999 - June 2004
R.V. Kuhns & Associates September 1996 - January 1999
SEI April 1995 - August 1996
Callan Associates 1992 - 1995
Skills
Asset Allocation, Investments, Investment Strategies, Mutual Funds, Asset Managment, Investment Advisory, Series 7, Endowments, Equities, Fixed Income, Alternative Investments, Portfolio Management, Wealth Management, Pension Funds, ETFs, Investment Management, Financial Markets, Institutional Investors, Hedge Funds, Relationship Management, Series 63, Institutional..., Asset Management, Institutional
Education
University of California, Berkeley 1988 — 1992
Bachelor of Arts (BA)
Lazard Asset Management July 2004 - Present
Nicholas Applegate January 1999 - June 2004
R.V. Kuhns & Associates September 1996 - January 1999
SEI April 1995 - August 1996
Callan Associates 1992 - 1995
Skills
Asset Allocation, Investments, Investment Strategies, Mutual Funds, Asset Managment, Investment Advisory, Series 7, Endowments, Equities, Fixed Income, Alternative Investments, Portfolio Management, Wealth Management, Pension Funds, ETFs, Investment Management, Financial Markets, Institutional Investors, Hedge Funds, Relationship Management, Series 63, Institutional..., Asset Management, Institutional
Education
University of California, Berkeley 1988 — 1992
Bachelor of Arts (BA)
Bradford J. Stephan, CFA's SEI Experience March 2004 - November 2008
Job Senior Investment Advisor to NonProfit and Healthcare Organizations
Industry Investment Management
Experience
The Concord Advisory Group, Ltd. June 2012 - Present
Perella Weinberg Partners October 2011 - May 2012
PFM Advisors December 2008 - October 2011
SEI March 2004 - November 2008
Evergreen Investments March 2003 - March 2004
The Vanguard Group June 2000 - March 2003
Education
Villanova University 2000 — 2002
MBA, Finance
University of Delaware - Lerner College of Business and Economics 1996 — 2000
BSBA, Finance
The Concord Advisory Group, Ltd. June 2012 - Present
Perella Weinberg Partners October 2011 - May 2012
PFM Advisors December 2008 - October 2011
SEI March 2004 - November 2008
Evergreen Investments March 2003 - March 2004
The Vanguard Group June 2000 - March 2003
Education
Villanova University 2000 — 2002
MBA, Finance
University of Delaware - Lerner College of Business and Economics 1996 — 2000
BSBA, Finance
Alfonso (AV) Cancelmo's SEI Experience April 2014 - Present
Job Investment Data Analyst at SEI
Industry Financial Services
Experience
SEI April 2014 - Present
SEI April 2013 - April 2014
SEI Investments December 2010 - April 2013
SEI Investments March 2008 - December 2010
SEI July 2006 - February 2008
Skills
Mutual Funds, Fund Accounting, Fund Administration, Securities, Equities, Bloomberg, Fixed Income, Derivatives, Bloomberg Terminal, SEC filings, Asset Management, ETFs, Relationship Management, Swaps, NAV, Bonds, Options, FX Options, Management, Operations Management, Project Management, Microsoft Excel, Financial Audits
Education
University of Delaware - Lerner College of Business and Economics 2001 — 2006
BS
SEI April 2014 - Present
SEI April 2013 - April 2014
SEI Investments December 2010 - April 2013
SEI Investments March 2008 - December 2010
SEI July 2006 - February 2008
Skills
Mutual Funds, Fund Accounting, Fund Administration, Securities, Equities, Bloomberg, Fixed Income, Derivatives, Bloomberg Terminal, SEC filings, Asset Management, ETFs, Relationship Management, Swaps, NAV, Bonds, Options, FX Options, Management, Operations Management, Project Management, Microsoft Excel, Financial Audits
Education
University of Delaware - Lerner College of Business and Economics 2001 — 2006
BS
Jon Wolk, CIC's SEI Experience February 2006 - August 2007
Job Senior Account Manager at Lyons Companies
Industry Insurance
Experience
Lyons Companies September 2014 - Present
Lamb Financial Group March 2014 - September 2014
Lamb Financial Group September 2013 - March 2014
Wells Fargo Insurance Services January 2013 - September 2013
Wells Fargo Insurance Services July 2010 - December 2012
Harvey Insurance Group December 2007 - July 2010
Robert Half Inc. August 2007 - December 2007
SEI February 2006 - August 2007
Skills
Licensed Property &..., Construction Insurance, Account Management, Contract Review, Life Insurance
Education
University of Delaware 2001 — 2005
B.S. in Business Administration, Marketing
Malvern Preparatory School 1997 — 2001
Society of CIC
CIC
Lyons Companies September 2014 - Present
Lamb Financial Group March 2014 - September 2014
Lamb Financial Group September 2013 - March 2014
Wells Fargo Insurance Services January 2013 - September 2013
Wells Fargo Insurance Services July 2010 - December 2012
Harvey Insurance Group December 2007 - July 2010
Robert Half Inc. August 2007 - December 2007
SEI February 2006 - August 2007
Skills
Licensed Property &..., Construction Insurance, Account Management, Contract Review, Life Insurance
Education
University of Delaware 2001 — 2005
B.S. in Business Administration, Marketing
Malvern Preparatory School 1997 — 2001
Society of CIC
CIC
James F Woods Jr's SEI Experience 1993 - 1998
Job Managing Director, Marketing and Client Services at Schneider Capital Management
Industry Investment Management
Experience
Schneider Capital Management April 2012 - Present
Janus Capital Group October 2006 - November 2011
Bank of New York Asset Management 2004 - 2006
Pilgrim Baxter & Associates, Ltd. 1998 - 2004
SEI 1993 - 1998
Education
University of Pennsylvania - The Wharton School 1985 — 1987
Master of Business Administration (MBA), Finance
University of Notre Dame 1976 — 1980
BBA, Accounting
Schneider Capital Management April 2012 - Present
Janus Capital Group October 2006 - November 2011
Bank of New York Asset Management 2004 - 2006
Pilgrim Baxter & Associates, Ltd. 1998 - 2004
SEI 1993 - 1998
Education
University of Pennsylvania - The Wharton School 1985 — 1987
Master of Business Administration (MBA), Finance
University of Notre Dame 1976 — 1980
BBA, Accounting
Jeff Erb's SEI Experience May 2009 - Present
Job at SEI
Industry Financial Services
Experience
SEI May 2009 - Present
Accenture April 1995 - May 2009
Skills
Business Analysis, Financial Services, SDLC
Education
Villanova University 1993 — 1997
MBA, MBA
University of Delaware - Lerner College of Business and Economics 1988 — 1992
BSBA, Finance
SEI May 2009 - Present
Accenture April 1995 - May 2009
Skills
Business Analysis, Financial Services, SDLC
Education
Villanova University 1993 — 1997
MBA, MBA
University of Delaware - Lerner College of Business and Economics 1988 — 1992
BSBA, Finance
Jason Sellers's SEI Experience August 2012 - Present
Job Product Implementation & Support at SEI
Industry Internet
Experience
SEI August 2012 - Present
Albridge, an Affiliate of Pershing November 2009 - August 2012
Albridge, an Affiliate of Pershing March 2008 - November 2009
Albridge, an Affiliate of Pershing March 2006 - March 2008
Rome Properties, Inc. December 2002 - March 2006
SunGard Data Systems November 2001 - December 2002
Ameriway Financial Services August 2000 - September 2001
Diamond State Financial Group May 1997 - February 1998
Skills
Enterprise Software, Project Management, Business Analysis, SDLC, SQL, Relationship Management, Process Improvement, Mutual Funds, Program Management, Databases, Management, Training, Vendor Management, Software Documentation, Requirements Gathering
Education
University of Delaware 1998 — 2000
MBA, Business Administration
University of Delaware 1993 — 1997
BA, Finance
SEI August 2012 - Present
Albridge, an Affiliate of Pershing November 2009 - August 2012
Albridge, an Affiliate of Pershing March 2008 - November 2009
Albridge, an Affiliate of Pershing March 2006 - March 2008
Rome Properties, Inc. December 2002 - March 2006
SunGard Data Systems November 2001 - December 2002
Ameriway Financial Services August 2000 - September 2001
Diamond State Financial Group May 1997 - February 1998
Skills
Enterprise Software, Project Management, Business Analysis, SDLC, SQL, Relationship Management, Process Improvement, Mutual Funds, Program Management, Databases, Management, Training, Vendor Management, Software Documentation, Requirements Gathering
Education
University of Delaware 1998 — 2000
MBA, Business Administration
University of Delaware 1993 — 1997
BA, Finance
Gunther Slizofski's SEI Experience September 2008 - February 2011
Job Counterparty Credit Risk Analyst Real Money Funds at State Street
Industry Financial Services
Experience
State Street May 2011 - Present
SEI September 2008 - February 2011
Brown Brothers Harriman August 2005 - September 2008
Skills
Equities, Business Analysis, Bloomberg, Financial Services, Derivatives, Mutual Funds, Securities, Requirements Gathering, Business Requirements, User Acceptance Testing, Banking, Risk Management, Investments, Hedge Funds, Credit Risk, Credit Analysis, Counterparty Risk
Education
University of Kentucky 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
State Street May 2011 - Present
SEI September 2008 - February 2011
Brown Brothers Harriman August 2005 - September 2008
Skills
Equities, Business Analysis, Bloomberg, Financial Services, Derivatives, Mutual Funds, Securities, Requirements Gathering, Business Requirements, User Acceptance Testing, Banking, Risk Management, Investments, Hedge Funds, Credit Risk, Credit Analysis, Counterparty Risk
Education
University of Kentucky 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
Anne Selby O'Rourke's SEI Experience 1995 - 1995
Job Independent Financial Services Professional
Industry Investment Management
Experience
Milliman & Robertson 2003 - 2003
SEI 1995 - 1995
Education
University of Missouri-Columbia 1982 — 1986
Milliman & Robertson 2003 - 2003
SEI 1995 - 1995
Education
University of Missouri-Columbia 1982 — 1986
Charles Meythaler's SEI Experience 1985 - 2003
Job Principal at Mercer
Industry Investment Management
Experience
Mercer Investments January 2011 - Present
Mercer Investment Consulting 2011 - Present
Shepherd Kaplan 2009 - 2010
ING Investment Management 2000 - 2003
SEI 1985 - 2003
SEI Investments 1985 - 1993
Education
University of Missouri-Columbia
Juris Doctor
Mercer Investments January 2011 - Present
Mercer Investment Consulting 2011 - Present
Shepherd Kaplan 2009 - 2010
ING Investment Management 2000 - 2003
SEI 1985 - 2003
SEI Investments 1985 - 1993
Education
University of Missouri-Columbia
Juris Doctor
Charlotte Elko's SEI Experience 2008 - Present
Job Benefits Program Manager
Industry Financial Services
Experience
SEI 2008 - Present
Miller & Walker Associates, Inc. January 1995 - March 2008
SEI May 1981 - December 1994
Skills
Vendor Management, Employee Benefits, Compliance, ADP, Benefits Administration, Benefits Communication, SHRM PHR, Human Resources, Change Management
Education
University of Delaware - Lerner College of Business and Economics 1976 — 1980
Bachelor of Science (B.S.), Economics
SEI 2008 - Present
Miller & Walker Associates, Inc. January 1995 - March 2008
SEI May 1981 - December 1994
Skills
Vendor Management, Employee Benefits, Compliance, ADP, Benefits Administration, Benefits Communication, SHRM PHR, Human Resources, Change Management
Education
University of Delaware - Lerner College of Business and Economics 1976 — 1980
Bachelor of Science (B.S.), Economics
Parul Surti's SEI Experience December 2004 - August 2005
Job Enterprise Communications DesignSr. Consultant II
Industry Insurance
Experience
Allstate July 2006 - Present
The Pampered Chef January 2006 - July 2006
Property Casualty Insurance Association of America September 2005 - December 2005
SEI December 2004 - August 2005
LITTELFUSE March 2004 - December 2004
Market Day February 2001 - February 2004
Chicago, IL July 1997 - January 2001
Skills
Adobe Creative Suite, CSS, HTML, Microsoft Office, Graphic Design, Dreamweaver, Web Design, Illustrator, Flash, Adobe Acrobat, Typography, InDesign, Multimedia
Education
University of Houston 1994 — 1996
Bachelor of Fine Arts, Graphic Design
North Harris College 1991 — 1994
Associate of Arts, Fine Arts
Allstate July 2006 - Present
The Pampered Chef January 2006 - July 2006
Property Casualty Insurance Association of America September 2005 - December 2005
SEI December 2004 - August 2005
LITTELFUSE March 2004 - December 2004
Market Day February 2001 - February 2004
Chicago, IL July 1997 - January 2001
Skills
Adobe Creative Suite, CSS, HTML, Microsoft Office, Graphic Design, Dreamweaver, Web Design, Illustrator, Flash, Adobe Acrobat, Typography, InDesign, Multimedia
Education
University of Houston 1994 — 1996
Bachelor of Fine Arts, Graphic Design
North Harris College 1991 — 1994
Associate of Arts, Fine Arts
David Heckman's SEI Experience November 2008 - December 2012
Job Business Director at Universal Concrete Products
Industry Financial Services
Experience
Universal Concrete Products September 2014 - Present
Worcester Heating and Air Conditioning January 2013 - September 2014
SEI November 2008 - December 2012
Robert Half International 2007 - 2007
Susquehanna International Group, LLP (SIG) February 2003 - April 2006
The Vanguard Group 1995 - 2003
Education
University of Maryland - Robert H. Smith School of Business 1991 — 1995
B.S., Finance
Universal Concrete Products September 2014 - Present
Worcester Heating and Air Conditioning January 2013 - September 2014
SEI November 2008 - December 2012
Robert Half International 2007 - 2007
Susquehanna International Group, LLP (SIG) February 2003 - April 2006
The Vanguard Group 1995 - 2003
Education
University of Maryland - Robert H. Smith School of Business 1991 — 1995
B.S., Finance
Jonathan Lebram's SEI Experience April 2011 - Present
Job Client Professional Services
Industry Financial Services
Experience
SEI April 2011 - Present
SEI July 2005 - April 2011
Skills
Bloomberg, PowerPoint, Mutual Funds, Financial Services, Alternative Investments, Asset Allocation, Financial Analysis, Microsoft Excel, Securities
Education
University of Delaware 2001 — 2005
Management; Marketing
SEI April 2011 - Present
SEI July 2005 - April 2011
Skills
Bloomberg, PowerPoint, Mutual Funds, Financial Services, Alternative Investments, Asset Allocation, Financial Analysis, Microsoft Excel, Securities
Education
University of Delaware 2001 — 2005
Management; Marketing
Chris LaMarca's SEI Experience February 2008 - Present
Job Director, institutional investments at SEI
Industry Financial Services
Experience
SEI February 2008 - Present
Education
University of Oklahoma 1991 — 1997
BBA, Finance, Economics
SEI February 2008 - Present
Education
University of Oklahoma 1991 — 1997
BBA, Finance, Economics
Stacy Letz's SEI Experience 1992 - 1996
Job Managing Director at Virtus Investment Partners
Industry Investment Management
Experience
Virtus Investment Partners 2007 - 2012
Voyageur Asset Management 2003 - 2007
Marco Consulting Group 1999 - 2003
SEI 1992 - 1996
Skills
Investments, Asset Allocation, New Business Development, Marketing, Alternative Investments, Asset Management, Hedge Funds, Equities, Asset Managment, Strategy, Fixed Income, Investment Advisory, Investment Management, Mutual Funds, Investment Strategies
Education
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA), Finance
University of Iowa
Bachelor of Business Administration (BBA), Marketing
Virtus Investment Partners 2007 - 2012
Voyageur Asset Management 2003 - 2007
Marco Consulting Group 1999 - 2003
SEI 1992 - 1996
Skills
Investments, Asset Allocation, New Business Development, Marketing, Alternative Investments, Asset Management, Hedge Funds, Equities, Asset Managment, Strategy, Fixed Income, Investment Advisory, Investment Management, Mutual Funds, Investment Strategies
Education
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA), Finance
University of Iowa
Bachelor of Business Administration (BBA), Marketing
Shahid Bookwala's SEI Experience April 2005 - Present
Job OnBase Consultant at SEI
Industry Financial Services
Experience
SEI April 2005 - Present
CB Technologies October 2000 - January 2005
Education
Watumull Institute of Electronic Engineering and Computer Technology 1981 — 1984
PD Diploma
University of Mumbai
B Sc
SEI April 2005 - Present
CB Technologies October 2000 - January 2005
Education
Watumull Institute of Electronic Engineering and Computer Technology 1981 — 1984
PD Diploma
University of Mumbai
B Sc
Joe McCabe's SEI Experience January 2003 - Present
Job Managing Director at SEI
Industry Financial Services
Experience
SEI January 2003 - Present
SEI Investments 2003 - Present
First Union Capital Markets 1998 - 2000
CoreStates Bank NA 1985 - 2000
Education
University of Delaware - Lerner College of Business and Economics 1981 — 1985
B.S., Finance
Saint Joseph's Prep 1977 — 1981
SEI January 2003 - Present
SEI Investments 2003 - Present
First Union Capital Markets 1998 - 2000
CoreStates Bank NA 1985 - 2000
Education
University of Delaware - Lerner College of Business and Economics 1981 — 1985
B.S., Finance
Saint Joseph's Prep 1977 — 1981
Charlie Sinks's SEI Experience June 2003 - August 2005
Job Application Engineer at Securian Financial Group
Industry Financial Services
Experience
Securian Financial Group June 2014 - Present
Securian Financial Group October 2012 - June 2014
Securian Financial Group September 2007 - October 2012
Securian Financial Group August 2005 - September 2007
Securian Financial Group August 2004 - August 2005
SEI June 2003 - August 2005
Skills
Microsoft SQL Server, SharePoint, SQL, Visio, DB2, JavaScript, Databases, XML, Web Applications, Software Development, SDLC, VBScript, Database Design, Software Documentation, Requirements Gathering, Access, Business Analysis, Java, PL/1, Visual Basic, Web Services, PeopleSoft, MySQL, HTML, Integration, Linux, UML, IMS, PHP, Windows Server, Web Development, Website Development, GIMP, Active Directory, Visual Studio, Oracle, Business Intelligence, ASP, Project Management, Web Analytics, RESTful WebServices
Education
University of Minnesota Crookston 1999 — 2003
Bachelor of Science, Information Technology Management
Securian Financial Group June 2014 - Present
Securian Financial Group October 2012 - June 2014
Securian Financial Group September 2007 - October 2012
Securian Financial Group August 2005 - September 2007
Securian Financial Group August 2004 - August 2005
SEI June 2003 - August 2005
Skills
Microsoft SQL Server, SharePoint, SQL, Visio, DB2, JavaScript, Databases, XML, Web Applications, Software Development, SDLC, VBScript, Database Design, Software Documentation, Requirements Gathering, Access, Business Analysis, Java, PL/1, Visual Basic, Web Services, PeopleSoft, MySQL, HTML, Integration, Linux, UML, IMS, PHP, Windows Server, Web Development, Website Development, GIMP, Active Directory, Visual Studio, Oracle, Business Intelligence, ASP, Project Management, Web Analytics, RESTful WebServices
Education
University of Minnesota Crookston 1999 — 2003
Bachelor of Science, Information Technology Management
Steve Groener's SEI Experience March 2009 - Present
Job Operations PMO at SEI
Industry Financial Services
Experience
SEI March 2009 - Present
SEI February 2008 - February 2009
The Vanguard Group February 1989 - February 2008
Vanguard 1989 - 2007
Skills
Business Analysis, Financial Services, Investments, Management, Mutual Funds, Process Improvement, Relationship Management, SDLC, Software Project..., Vendor Management, Requirements Analysis, Project Management, Asset Management
Education
University of Delaware 1984 — 1988
BS, Business Management
SEI March 2009 - Present
SEI February 2008 - February 2009
The Vanguard Group February 1989 - February 2008
Vanguard 1989 - 2007
Skills
Business Analysis, Financial Services, Investments, Management, Mutual Funds, Process Improvement, Relationship Management, SDLC, Software Project..., Vendor Management, Requirements Analysis, Project Management, Asset Management
Education
University of Delaware 1984 — 1988
BS, Business Management
Judy Convey's SEI Experience 2005 - September 2012
Job
Industry Financial Services
Experience
Aberdeen Asset Management November 2011 - Present
SEI 2005 - September 2012
Skills
Series 7, Series 63, Asset Management, Asset Allocation, Hedge Funds, Securities
Education
University of Massachusetts, Amherst 2001 — 2005
B.S., Finance
Penncrest High School
Aberdeen Asset Management November 2011 - Present
SEI 2005 - September 2012
Skills
Series 7, Series 63, Asset Management, Asset Allocation, Hedge Funds, Securities
Education
University of Massachusetts, Amherst 2001 — 2005
B.S., Finance
Penncrest High School
Almaw Negassa's SEI Experience 2007 - 2009
Job Senior Data Warehouse Developer Greater Atlanta Area
Industry Information Technology and Services
Experience
IntelliCog January 2013 - Present
Catlin Underwriters April 2011 - January 2013
Northrop Grumman Information Systems August 2009 - July 2011
Internap 2009 - 2009
SEI 2007 - 2009
Skills
ETL, Data Integration, Informatica, Data Modeling, Data Warehousing, Data Warehouse..., SSIS, Business Objects, Data Governance, Business Intelligence, SSRS, Erwin, Master Data Management, Database Design, T-SQL
Education
University of Minnesota - Carlson School of Management
BSC, MIS and Finance
IntelliCog January 2013 - Present
Catlin Underwriters April 2011 - January 2013
Northrop Grumman Information Systems August 2009 - July 2011
Internap 2009 - 2009
SEI 2007 - 2009
Skills
ETL, Data Integration, Informatica, Data Modeling, Data Warehousing, Data Warehouse..., SSIS, Business Objects, Data Governance, Business Intelligence, SSRS, Erwin, Master Data Management, Database Design, T-SQL
Education
University of Minnesota - Carlson School of Management
BSC, MIS and Finance
Meg Marcocci's SEI Experience August 2006 - Present
Job Business/Finance Manager, SEI Investments
Industry Financial Services
Experience
SEI August 2006 - Present
SEI December 2000 - August 2006
Applied Business Technologies 1999 - 2000
SAIC 1998 - 1999
Skills
Financial Analysis, Financial Reporting
Education
Villanova University 2001 — 2004
Master of Business Administration (MBA), Accounting and Finance
University of Maryland College Park 1994 — 1998
B.A., Political Science
SEI August 2006 - Present
SEI December 2000 - August 2006
Applied Business Technologies 1999 - 2000
SAIC 1998 - 1999
Skills
Financial Analysis, Financial Reporting
Education
Villanova University 2001 — 2004
Master of Business Administration (MBA), Accounting and Finance
University of Maryland College Park 1994 — 1998
B.A., Political Science
Michael Colloton's SEI Experience February 2013 - Present
Job Supervisor IPC Operations at SEI
Industry Financial Services
Experience
SEI February 2013 - Present
SEI July 2005 - July 2010
Education
University of Delaware 1997 — 2001
BSBA, Marketing
SEI February 2013 - Present
SEI July 2005 - July 2010
Education
University of Delaware 1997 — 2001
BSBA, Marketing
Vicky Powers's SEI Experience December 2013 - Present
Job Implementation Project Manager at SEI
Industry Program Development
Experience
SEI December 2013 - Present
Milford Housing Development Corporation November 2011 - Present
Pennsylvania Bradford/Tioga County Housing Authority March 2011 - June 2011
New Castle County Housing Authority, Delaware June 2010 - January 2011
Delaware State Housing Authority March 2006 - May 2010
Interfaith Housing Delaware, Inc August 2004 - March 2006
United Senator Thomas January 2003 - December 2003
Skills
Government, Public Policy, Policy, Nonprofits, Grant Writing, Research, Program Management, Analysis, Budgets, Grants, Project Planning, Human Resources, Program Development, Project Management
Education
University of Delaware 2007 — 2013
Master of Business Administration (MBA), Public Administration, 3.6
University of Delaware 1999 — 2004
History Education, Secondary Education and Teaching, 3.2 gpa
SEI December 2013 - Present
Milford Housing Development Corporation November 2011 - Present
Pennsylvania Bradford/Tioga County Housing Authority March 2011 - June 2011
New Castle County Housing Authority, Delaware June 2010 - January 2011
Delaware State Housing Authority March 2006 - May 2010
Interfaith Housing Delaware, Inc August 2004 - March 2006
United Senator Thomas January 2003 - December 2003
Skills
Government, Public Policy, Policy, Nonprofits, Grant Writing, Research, Program Management, Analysis, Budgets, Grants, Project Planning, Human Resources, Program Development, Project Management
Education
University of Delaware 2007 — 2013
Master of Business Administration (MBA), Public Administration, 3.6
University of Delaware 1999 — 2004
History Education, Secondary Education and Teaching, 3.2 gpa
Bharath Raghavan's SEI Experience August 2013 - August 2014
Job
Industry Information Technology and Services
Experience
Academy Sports + Outdoors August 2014 - Present
SEI August 2013 - August 2014
Orion Systems Integrators, Inc. January 2012 - August 2014
CIGNA January 2013 - July 2013
Medecision July 2012 - December 2012
De Lage Landen January 2012 - June 2012
Kforce Inc. October 2010 - January 2012
Ally Financial Inc. June 2011 - December 2011
Wells Fargo October 2010 - June 2011
TIAA-CREF February 2010 - October 2010
Skills
Technical Leadership, Programming, Software Project..., Struts, Hibernate, JSF, JPA, Java Enterprise Edition, JMS, SOA, Spring, JSP, Weblogic, Web Services, Websphere, Agile Methodologies, Scrum, Oracle, Ant, Eclipse, Spring Framework, WebSphere
Education
Madras University 1997 — 2001
Bachelors, Engineering
Madras University
Bachelor of Engineering (BE)
Academy Sports + Outdoors August 2014 - Present
SEI August 2013 - August 2014
Orion Systems Integrators, Inc. January 2012 - August 2014
CIGNA January 2013 - July 2013
Medecision July 2012 - December 2012
De Lage Landen January 2012 - June 2012
Kforce Inc. October 2010 - January 2012
Ally Financial Inc. June 2011 - December 2011
Wells Fargo October 2010 - June 2011
TIAA-CREF February 2010 - October 2010
Skills
Technical Leadership, Programming, Software Project..., Struts, Hibernate, JSF, JPA, Java Enterprise Edition, JMS, SOA, Spring, JSP, Weblogic, Web Services, Websphere, Agile Methodologies, Scrum, Oracle, Ant, Eclipse, Spring Framework, WebSphere
Education
Madras University 1997 — 2001
Bachelors, Engineering
Madras University
Bachelor of Engineering (BE)
Dylan Parfitt's SEI Experience March 2014 - Present
Job Senior Accounting Analyst at SEI
Industry Accounting
Experience
SEI March 2014 - Present
University of Dayton Bookstore May 2012 - May 2013
Dutch Wonderland Family Amusement Park April 2006 - August 2010
Skills
Accounting, Project Planning, Leadership, Fund Accounting, Financial Analysis, Microsoft Excel, Advent Geneva, SunGard Investier, Financial Accounting, Financial Reporting, GAAP, Microsoft Office, Microsoft Word, Access, Auditing, Internal Controls
Education
University of Dayton 2009 — 2013
Bachelor of Science, Accounting
National Outdoor Leadership School
Pacific Northwest
Lampeter Strasburg High School 2006 — 2009
SEI March 2014 - Present
University of Dayton Bookstore May 2012 - May 2013
Dutch Wonderland Family Amusement Park April 2006 - August 2010
Skills
Accounting, Project Planning, Leadership, Fund Accounting, Financial Analysis, Microsoft Excel, Advent Geneva, SunGard Investier, Financial Accounting, Financial Reporting, GAAP, Microsoft Office, Microsoft Word, Access, Auditing, Internal Controls
Education
University of Dayton 2009 — 2013
Bachelor of Science, Accounting
National Outdoor Leadership School
Pacific Northwest
Lampeter Strasburg High School 2006 — 2009
Ryan Pagano, CFA's SEI Experience November 2014 - Present
Job LDI Trader at SEI
Industry Accounting
Experience
SEI November 2014 - Present
SEI August 2013 - November 2014
SEI September 2012 - August 2013
SEI January 2011 - September 2012
Education
University of Delaware 2005 — 2010
Bachelor of Science (BS), Accounting and Finance
SEI November 2014 - Present
SEI August 2013 - November 2014
SEI September 2012 - August 2013
SEI January 2011 - September 2012
Education
University of Delaware 2005 — 2010
Bachelor of Science (BS), Accounting and Finance
Jennifer Hartnett's SEI Experience May 2010 - Present
Job Solutions Director, Investment Manager Services division of SEI
Industry Financial Services
Experience
SEI May 2010 - Present
SEI April 2006 - February 2012
SEI June 2002 - April 2006
SEI Investments August 2000 - May 2002
PFPC Global Fund Services December 1997 - August 2000
SEI March 1995 - August 1997
SEI July 1992 - February 1995
Skills
Relationship Management, Investment Management, Vendor Management, Performance Measurement, Product Management, Business Analysis, Order Management, Pricing, Process Engineering, Business Development, Product Development, Positioning, Solution Delivery, Project Planning, Portfolio Management
Education
University of Notre Dame 1988 — 1992
Bachelor of Business Administration (BBA), Finance & Business Economics
SEI May 2010 - Present
SEI April 2006 - February 2012
SEI June 2002 - April 2006
SEI Investments August 2000 - May 2002
PFPC Global Fund Services December 1997 - August 2000
SEI March 1995 - August 1997
SEI July 1992 - February 1995
Skills
Relationship Management, Investment Management, Vendor Management, Performance Measurement, Product Management, Business Analysis, Order Management, Pricing, Process Engineering, Business Development, Product Development, Positioning, Solution Delivery, Project Planning, Portfolio Management
Education
University of Notre Dame 1988 — 1992
Bachelor of Business Administration (BBA), Finance & Business Economics
Rich Carr, CFA's SEI Experience May 2014 - Present
Job Research Analyst at SEI
Industry Investment Management
Experience
SEI May 2014 - Present
barre3 Main Line Berwyn January 2014 - Present
MFP Strategies August 2011 - May 2014
Brinker Capital July 2006 - August 2011
Skills
Investment Advisory, Asset Allocation
Education
University of Delaware 1999 — 2003
BS, Finance, Economics
SEI May 2014 - Present
barre3 Main Line Berwyn January 2014 - Present
MFP Strategies August 2011 - May 2014
Brinker Capital July 2006 - August 2011
Skills
Investment Advisory, Asset Allocation
Education
University of Delaware 1999 — 2003
BS, Finance, Economics
Matthew D'Amour's SEI Experience January 2015 - Present
Job SEI Platform Development
Industry Financial Services
Experience
SEI January 2015 - Present
Ad Hoc PC Building and SOHO Network Consulting April 2004 - Present
University of Delaware August 2013 - December 2014
Global Crypto-currency Development Team April 2014 - July 2014
Local Small Businesses May 2014 - June 2014
Bank of America November 2012 - June 2013
Bank of America November 2011 - November 2012
EBay Personal Site June 2010 - August 2010
Skills
Research, PowerPoint, Microsoft Office, Data Analysis, Microsoft Excel, Public Speaking, Event Planning, Microsoft Word, Facebook, Statistics, Social Media, Customer Service, Economics, Time Management, Non-profits, Fundraising, Leadership, Recruiting, Outlook, Management, Sales, Accounting, Analysis, Teamwork, XML, UML, Visio, Financial Analysis, Project Management
Education
University of Delaware - Lerner College of Business and Economics Masters Program 2013 — 2015
Master's degree, Management Information Systems, General
University of Delaware 2006 — 2010
BS; 2010, Economics; Economics & Law; Environmental Economics, Public Finance, Labor Economics
SEI January 2015 - Present
Ad Hoc PC Building and SOHO Network Consulting April 2004 - Present
University of Delaware August 2013 - December 2014
Global Crypto-currency Development Team April 2014 - July 2014
Local Small Businesses May 2014 - June 2014
Bank of America November 2012 - June 2013
Bank of America November 2011 - November 2012
EBay Personal Site June 2010 - August 2010
Skills
Research, PowerPoint, Microsoft Office, Data Analysis, Microsoft Excel, Public Speaking, Event Planning, Microsoft Word, Facebook, Statistics, Social Media, Customer Service, Economics, Time Management, Non-profits, Fundraising, Leadership, Recruiting, Outlook, Management, Sales, Accounting, Analysis, Teamwork, XML, UML, Visio, Financial Analysis, Project Management
Education
University of Delaware - Lerner College of Business and Economics Masters Program 2013 — 2015
Master's degree, Management Information Systems, General
University of Delaware 2006 — 2010
BS; 2010, Economics; Economics & Law; Environmental Economics, Public Finance, Labor Economics
Benjamin Biro's SEI Experience February 2012 - August 2015
Job Software Engineer at Lockheed Martin
Industry Information Technology and Services
Experience
Lockheed Martin September 2015 - Present
SEI February 2012 - August 2015
Hosting.com June 2010 - December 2011
Skills
Java, SQL Server, Testing, C#, C, Computer Science, Programming, C++, .NET, Windows, SQL, Linux, MySQL, ColdFusion, Software Development, Software Engineering, Eclipse, Visual Studio, OOP, Microsoft SQL Server
Education
University of Delaware 2009 — 2011
MS, Computer Science
University of Delaware 2005 — 2009
BS, Computer Science
Lockheed Martin September 2015 - Present
SEI February 2012 - August 2015
Hosting.com June 2010 - December 2011
Skills
Java, SQL Server, Testing, C#, C, Computer Science, Programming, C++, .NET, Windows, SQL, Linux, MySQL, ColdFusion, Software Development, Software Engineering, Eclipse, Visual Studio, OOP, Microsoft SQL Server
Education
University of Delaware 2009 — 2011
MS, Computer Science
University of Delaware 2005 — 2009
BS, Computer Science
Coleen Moses's SEI Experience November 2010 - March 2012
Job Equities Trader Trinity Global Investments
Industry Financial Services
Experience
SEI November 2010 - March 2012
SEI January 2007 - November 2010
SEI November 2003 - December 2006
SEI June 2002 - November 2003
SEI February 1997 - May 2002
SEI April 1995 - February 1997
Merrill Lynch August 1993 - April 1995
Skills
FINRA Series 7 and 63, Investments, Retail, ETFs, Mutual Funds, Call Center, Retirement, Institutional, 401k, ERISA, Business Relationship..., Product Development, Product Management, Vendor Management, Vendor Relations, Team Management, Process Improvement, Process Engineering, Technology...
Education
University of Delaware - Lerner College of Business and Economics
Bachelor of Science, Finance
SEI November 2010 - March 2012
SEI January 2007 - November 2010
SEI November 2003 - December 2006
SEI June 2002 - November 2003
SEI February 1997 - May 2002
SEI April 1995 - February 1997
Merrill Lynch August 1993 - April 1995
Skills
FINRA Series 7 and 63, Investments, Retail, ETFs, Mutual Funds, Call Center, Retirement, Institutional, 401k, ERISA, Business Relationship..., Product Development, Product Management, Vendor Management, Vendor Relations, Team Management, Process Improvement, Process Engineering, Technology...
Education
University of Delaware - Lerner College of Business and Economics
Bachelor of Science, Finance
Glenn Stroud's SEI Experience 2007 - 2008
Job Senior Vice President at BB&T
Industry Financial Services
Experience
BB&T 2008 - Present
SEI 2007 - 2008
Lenox Wealth Management 2006 - 2007
AXA Equitable 2000 - 2006
Various Financial Services Firms 1991 - 2000
Skills
Vendor Management, Wealth Management, Financial Planning, Strategic Planning, Risk Management, Customer Relations, Compliance, Operations Management, Process Improvement, Six Sigma, Strategic Financial..., Investments, Financial Analysis, Leadership, Credit Analysis, Investment Advisory, Financial Services, Series 7, Portfolio Management, Retirement Planning, Certified Financial..., Customer Service, Banking, Finance
Education
University of Kentucky
Bachelor of Science, Finance
BB&T 2008 - Present
SEI 2007 - 2008
Lenox Wealth Management 2006 - 2007
AXA Equitable 2000 - 2006
Various Financial Services Firms 1991 - 2000
Skills
Vendor Management, Wealth Management, Financial Planning, Strategic Planning, Risk Management, Customer Relations, Compliance, Operations Management, Process Improvement, Six Sigma, Strategic Financial..., Investments, Financial Analysis, Leadership, Credit Analysis, Investment Advisory, Financial Services, Series 7, Portfolio Management, Retirement Planning, Certified Financial..., Customer Service, Banking, Finance
Education
University of Kentucky
Bachelor of Science, Finance
Shinod Karayil's SEI Experience July 2006 - July 2007
Job Senior Unix Administrator at Epsilon
Industry Banking
Experience
Epsilon September 2012 - Present
Citigroup July 2007 - September 2012
SEI July 2006 - July 2007
Tata Consultancy Services January 2005 - July 2006
Wipro Technologies May 2004 - January 2005
Skills
AIX, Veritas Storage..., Unix, Disaster Recovery, Solaris, SAN, Unix Shell Scripting, Veritas Volume Manager, Veritas Cluster Server, ITIL, HP-UX, Cluster, Shell Scripting, High Availability, Red Hat Linux, SDLC, SQL, Requirements Analysis, Enterprise Architecture
Education
University of Calicut
Master's, Computer Science
Epsilon September 2012 - Present
Citigroup July 2007 - September 2012
SEI July 2006 - July 2007
Tata Consultancy Services January 2005 - July 2006
Wipro Technologies May 2004 - January 2005
Skills
AIX, Veritas Storage..., Unix, Disaster Recovery, Solaris, SAN, Unix Shell Scripting, Veritas Volume Manager, Veritas Cluster Server, ITIL, HP-UX, Cluster, Shell Scripting, High Availability, Red Hat Linux, SDLC, SQL, Requirements Analysis, Enterprise Architecture
Education
University of Calicut
Master's, Computer Science
Thomas J Giannantonio's SEI Experience April 2012 - Present
Job Client Service Professional at SEI
Industry Financial Services
Experience
SEI April 2012 - Present
SEI June 2008 - April 2012
Skills
Securities, Financial Analysis, Bloomberg, Financial Services, SEI Trust 3000, Spanish (Intermediate..., Mortgage Backed...
Education
West Chester University of Pennsylvania 2009 — 2011
Master of Arts (M.A.), Criminal Justice
University of Delaware 2004 — 2007
BA, International Relations
SEI April 2012 - Present
SEI June 2008 - April 2012
Skills
Securities, Financial Analysis, Bloomberg, Financial Services, SEI Trust 3000, Spanish (Intermediate..., Mortgage Backed...
Education
West Chester University of Pennsylvania 2009 — 2011
Master of Arts (M.A.), Criminal Justice
University of Delaware 2004 — 2007
BA, International Relations
Aimei Zhong, CFA, CAIA's SEI Experience 2009 - 2013
Job SVP, Global Head of Equity Strategies at Citi Private Bank
Industry Investment Management
Experience
Citi Private Bank 2015 - Present
Voya Investment Management 2013 - 2015
SEI 2009 - 2013
SEI 2004 - 2009
SEI 2001 - 2004
The Jordan Company 1999 - 2000
Skills
Equities, Portfolio Management, Global Tactical Asset..., Fund Of Funds, Due Diligence, Separately Managed..., Private Equity, Alternative Investments, Investment Strategies, Mutual Funds, Investments, Investment Management
Education
University of Notre Dame - Mendoza College of Business 1998 — 2000
Master of Business Administration (MBA), Finance
Xi'an Jiaotong University 1991 — 1995
Bachelor of Science (B.S.), Economics & International Finance
Citi Private Bank 2015 - Present
Voya Investment Management 2013 - 2015
SEI 2009 - 2013
SEI 2004 - 2009
SEI 2001 - 2004
The Jordan Company 1999 - 2000
Skills
Equities, Portfolio Management, Global Tactical Asset..., Fund Of Funds, Due Diligence, Separately Managed..., Private Equity, Alternative Investments, Investment Strategies, Mutual Funds, Investments, Investment Management
Education
University of Notre Dame - Mendoza College of Business 1998 — 2000
Master of Business Administration (MBA), Finance
Xi'an Jiaotong University 1991 — 1995
Bachelor of Science (B.S.), Economics & International Finance
Angela Ogbolu's SEI Experience July 1998 - September 2000
Job Social Entrepreneur
Industry Primary/Secondary Education
Experience
Smart Kids Club August 2010 - Present
Kitu Kizuri Magazine June 2005 - August 2009
Merrill Lynch May 2001 - August 2003
SEI July 1998 - September 2000
Skills
Microsoft Word, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Advertising, Marketing Strategy, Policy, Social Emotional..., Progressive Education, Inquiry-based Learning, Parent-Teacher..., Reading Workshop, Management, Fundraising, Leadership
Education
University of Notre Dame - Mendoza College of Business 1994 — 1998
Bachelor of Business Administration (B.B.A.), Finance
Kianda School Nairobi Kenya 1990 — 1993
Msongari 1982 — 1989
Smart Kids Club August 2010 - Present
Kitu Kizuri Magazine June 2005 - August 2009
Merrill Lynch May 2001 - August 2003
SEI July 1998 - September 2000
Skills
Microsoft Word, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Advertising, Marketing Strategy, Policy, Social Emotional..., Progressive Education, Inquiry-based Learning, Parent-Teacher..., Reading Workshop, Management, Fundraising, Leadership
Education
University of Notre Dame - Mendoza College of Business 1994 — 1998
Bachelor of Business Administration (B.B.A.), Finance
Kianda School Nairobi Kenya 1990 — 1993
Msongari 1982 — 1989
Jew Pauline's SEI Experience 1979 - 1987
Job Analyst/Developer at United Airlines
Industry
Experience
United Airlines January 1988 - Present
United Airlines 1988 - Present
SEI 1979 - 1987
Education
University of Illinois at Chicago 1973 — 1976
Bachelor's degree, Sociology, 3.7
United Airlines January 1988 - Present
United Airlines 1988 - Present
SEI 1979 - 1987
Education
University of Illinois at Chicago 1973 — 1976
Bachelor's degree, Sociology, 3.7
Dillon Hobson's SEI Experience February 2015 - Present
Job Operations analyst at SEI Private Trust
Industry Financial Services
Experience
SEI February 2015 - Present
Education
University of Maryland College Park 2010 — 2014
Bachelor's degree, Economics
SEI February 2015 - Present
Education
University of Maryland College Park 2010 — 2014
Bachelor's degree, Economics
Kevin DeBord's SEI Experience December 1998 - January 2015
Job Laboratory Consultant at Modular Laboratory Contractor
Industry Construction
Experience
Modular Laboratory Contractor July 2015 - Present
Equine-Assisted Therapies of South Florida November 2013 - Present
SEI December 1998 - January 2015
Skills
Project Management, Strategic Planning, Management, Customer Service, Contract Negotiation, Construction, Budgets, New Business Development, Negotiation, Microsoft Office, Team Building, Leadership, Sales, Business Development, Operations Management, Sales Management, Microsoft Excel
Education
University of Oregon
Modular Laboratory Contractor July 2015 - Present
Equine-Assisted Therapies of South Florida November 2013 - Present
SEI December 1998 - January 2015
Skills
Project Management, Strategic Planning, Management, Customer Service, Contract Negotiation, Construction, Budgets, New Business Development, Negotiation, Microsoft Office, Team Building, Leadership, Sales, Business Development, Operations Management, Sales Management, Microsoft Excel
Education
University of Oregon
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.