SEI Company
Industry: Financial services company
DescriptionSEI Investments Company, formerly Simulated Environments Inc, is a financial services company headquartered in Oaks, Pennsylvania, United States. The company describes itself as "a global provider of investment processing, investment management, and investment operations solutions". Headquarters: Oaks, PA CEO: Alfred P. West, Jr. (1968–) Founder: Alfred P. West, Jr. Founded: 1968 Subsidiaries: SEI Investments Inc, LSV ASSET MANAGEMENT,
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2,206 SEI employees in database. Find out everything there's to know about SEI employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
SEI Employees
Employee
Years
Job
Industry
Schuyler Crossman Schuyler Crossman's SEI Experience July 2011 - September 2011
Job IT Financial Analyst at Ballard Spahr LLP
Industry Financial Services
Experience
Ballard Spahr LLP November 2013 - Present
ShopRunner August 2012 - October 2013
GSI Commerce October 2011 - June 2012
SEI July 2011 - September 2011
Multi Flow Beverage Solutions May 2010 - May 2011
Charter School Services September 2008 - April 2010
Skills
Accounting, Payroll, Financial Reporting, Excel, Word, Research, Microsoft Office, Access, Outlook, PowerPoint, Analysis, Auditing, Process Improvement, Microsoft Excel, Management, Risk Assessment, Business Analysis, SQL, Forecasting, Finance, Analytics, Leadership, Risk Management, Project Planning
Education
University of Pennsylvania 2004 — 2008
Bachelor's Degree, Philosophy, Political Science, Economics (PPE); History
International School of Beijing 2000 — 2004
IB Diploma, HL Economics, English, and Chemistry
Ballard Spahr LLP November 2013 - Present
ShopRunner August 2012 - October 2013
GSI Commerce October 2011 - June 2012
SEI July 2011 - September 2011
Multi Flow Beverage Solutions May 2010 - May 2011
Charter School Services September 2008 - April 2010
Skills
Accounting, Payroll, Financial Reporting, Excel, Word, Research, Microsoft Office, Access, Outlook, PowerPoint, Analysis, Auditing, Process Improvement, Microsoft Excel, Management, Risk Assessment, Business Analysis, SQL, Forecasting, Finance, Analytics, Leadership, Risk Management, Project Planning
Education
University of Pennsylvania 2004 — 2008
Bachelor's Degree, Philosophy, Political Science, Economics (PPE); History
International School of Beijing 2000 — 2004
IB Diploma, HL Economics, English, and Chemistry
Amy Sitnick's SEI Experience October 2007 - Present
Job Senior Marketing Manager @ SEI; Helping Financial Professionals Use Social Media
Industry Investment Management
Experience
SEI October 2007 - Present
Education
Villanova University 1999 — 2000
MA, Political Science - International Relations
University of Pittsburgh 1994 — 1998
BA, Spanish Language and Culture
Study Abroad 1997 — 1997
Cherry Hill West 1990 — 1994
High School
SEI October 2007 - Present
Education
Villanova University 1999 — 2000
MA, Political Science - International Relations
University of Pittsburgh 1994 — 1998
BA, Spanish Language and Culture
Study Abroad 1997 — 1997
Cherry Hill West 1990 — 1994
High School
William Keenan William Keenan's SEI Experience September 2010 - December 2013
Job Account Executive at Peachtree Financial Solutions
Industry Financial Services
Experience
Peachtree Financial Solutions December 2013 - Present
SEI September 2010 - December 2013
Keenan's Valley View Inn June 2007 - June 2010
Flourtown Swim Club June 2008 - August 2009
Skills
Analysis, Mutual Funds, Accounts Payable, Customer Satisfaction, Trading, Investments, Equities, Outsourcing, Portfolio Management, Fixed Income, Wealth Management, Bloomberg
Education
University of Scranton 2006 — 2010
Finance, General
University of Scranton 2006 — 2010
Bachelor's degree, Finance, General
Peachtree Financial Solutions December 2013 - Present
SEI September 2010 - December 2013
Keenan's Valley View Inn June 2007 - June 2010
Flourtown Swim Club June 2008 - August 2009
Skills
Analysis, Mutual Funds, Accounts Payable, Customer Satisfaction, Trading, Investments, Equities, Outsourcing, Portfolio Management, Fixed Income, Wealth Management, Bloomberg
Education
University of Scranton 2006 — 2010
Finance, General
University of Scranton 2006 — 2010
Bachelor's degree, Finance, General
Edward McGuire Edward McGuire's SEI Experience April 2012 - Present
Job Director of Operations
Industry Investment Management
Experience
West Capital Management March 2015 - Present
SEI April 2012 - Present
SEI March 2011 - March 2012
SEI February 2008 - March 2011
SEI January 2005 - February 2008
Skills
Operations Management, Training, Management, Risk Management, Mutual Funds, Program Management, Team Management, Strategy, Project Management, Trust Operations, Securities, Trading
Education
University of Pittsburgh 1999 — 2004
B.A, Politics and Philosophy
Abington Heights High School
West Capital Management March 2015 - Present
SEI April 2012 - Present
SEI March 2011 - March 2012
SEI February 2008 - March 2011
SEI January 2005 - February 2008
Skills
Operations Management, Training, Management, Risk Management, Mutual Funds, Program Management, Team Management, Strategy, Project Management, Trust Operations, Securities, Trading
Education
University of Pittsburgh 1999 — 2004
B.A, Politics and Philosophy
Abington Heights High School
Greg Myers Greg Myers's SEI Experience July 2008 - September 2011
Job Solutions Director at EVtechnologies
Industry Information Technology and Services
Experience
EVtechnologies July 2014 - Present
EVtechnologies October 2011 - July 2014
SEI July 2008 - September 2011
MEDecision January 2006 - July 2008
Applied Card Systems March 2005 - January 2006
Applied Card Systems March 2004 - May 2005
Applied Card Systems March 2003 - March 2004
30th Security Forces Squadron August 1998 - September 2002
Skills
Business Intelligence, ETL, Business Objects, Data Warehousing, SAP, Enterprise Architecture, Unix, SQL, Web Intelligence, Data Warehouse..., Data Profiling, Data Modeling, Business Intelligence..., Oracle, Business Analysis, Databases, Microsoft SQL Server, Data Integration, SDLC, Dashboard, Enterprise Software, Crystal Reports, Disaster Recovery, Requirements Analysis, PL/SQL, Performance Tuning, Software Documentation, Integration, SSRS, DB2, Database Design, Testing, Data Migration, Analytics
Education
University of Phoenix 2010 — 2011
MBA
University of Phoenix 1997 — 2001
BSB/IS
USAF Airman Leadership School 2000 — 2000
Great Valley High School 1988 — 1991
High School Diploma
EVtechnologies July 2014 - Present
EVtechnologies October 2011 - July 2014
SEI July 2008 - September 2011
MEDecision January 2006 - July 2008
Applied Card Systems March 2005 - January 2006
Applied Card Systems March 2004 - May 2005
Applied Card Systems March 2003 - March 2004
30th Security Forces Squadron August 1998 - September 2002
Skills
Business Intelligence, ETL, Business Objects, Data Warehousing, SAP, Enterprise Architecture, Unix, SQL, Web Intelligence, Data Warehouse..., Data Profiling, Data Modeling, Business Intelligence..., Oracle, Business Analysis, Databases, Microsoft SQL Server, Data Integration, SDLC, Dashboard, Enterprise Software, Crystal Reports, Disaster Recovery, Requirements Analysis, PL/SQL, Performance Tuning, Software Documentation, Integration, SSRS, DB2, Database Design, Testing, Data Migration, Analytics
Education
University of Phoenix 2010 — 2011
MBA
University of Phoenix 1997 — 2001
BSB/IS
USAF Airman Leadership School 2000 — 2000
Great Valley High School 1988 — 1991
High School Diploma
John Paul Van Thuyne's SEI Experience April 2012 - Present
Job Analyst, Customer Account Transfer Group at SEI
Industry Financial Services
Experience
SEI April 2012 - Present
MedRisk, Inc. March 2011 - January 2012
American Family Life Assurance Company of Columbus (AFLAC) March 2010 - February 2011
The Carney Group November 2010 - January 2011
Skills
Microsoft Office, Microsoft Excel, Research, Data Analysis, Analysis, Leadership, Sales, Program Management, Customer Service, Access
Education
University of Scranton 2005 — 2009
Bachelor of Science, Business; Business Administration
Cardinal Dougherty High School 2001 — 2005
SEI April 2012 - Present
MedRisk, Inc. March 2011 - January 2012
American Family Life Assurance Company of Columbus (AFLAC) March 2010 - February 2011
The Carney Group November 2010 - January 2011
Skills
Microsoft Office, Microsoft Excel, Research, Data Analysis, Analysis, Leadership, Sales, Program Management, Customer Service, Access
Education
University of Scranton 2005 — 2009
Bachelor of Science, Business; Business Administration
Cardinal Dougherty High School 2001 — 2005
Brendan Dwyer Brendan Dwyer's SEI Experience June 2006 - May 2007
Job Financial Analyst at John J Dwyer Jr Financial Serivces
Industry Financial Services
Experience
John J Dwyer Jr Financial Serivces June 2007 - Present
SEI June 2006 - May 2007
SEI June 2005 - June 2006
SEI November 2004 - June 2005
Education
University of Scranton 1999 — 2003
B.S., Finance
Scranton Prep
John J Dwyer Jr Financial Serivces June 2007 - Present
SEI June 2006 - May 2007
SEI June 2005 - June 2006
SEI November 2004 - June 2005
Education
University of Scranton 1999 — 2003
B.S., Finance
Scranton Prep
Frank T. Files Frank T. Files's SEI Experience May 1997 - September 2003
Job Vice President at Pennsylvania Trust
Industry Investment Management
Experience
Pennsylvania Trust December 2014 - Present
The Haverford Trust Company October 2003 - November 2014
SEI May 1997 - September 2003
Vanguard September 1992 - April 1997
Education
University of Pittsburgh
Pennsylvania Trust December 2014 - Present
The Haverford Trust Company October 2003 - November 2014
SEI May 1997 - September 2003
Vanguard September 1992 - April 1997
Education
University of Pittsburgh
steve mateo's SEI Experience July 2007 - August 2013
Job Client Service Specialist at Kalejta Financial Management
Industry Financial Services
Experience
Kalejta Financial Management December 2013 - Present
SEI Investment July 2007 - August 2013
SEI July 2007 - August 2013
PNC November 2004 - July 2007
Educational Testing Service (ETS) February 2004 - November 2004
First Union National Bank January 2003 - June 2003
Skills
Finance, Bilingual-Spanish, Customer Service, Tax, Trading, Sales, Access, Microsoft Excel, Call Centers, Microsoft Office, Analytical Skills, Life & Health Insurance...
Education
Cittone Institute 2003 — 2004
Medical Certified, Medical Administrative/Executive Assistant and Medical Secretary
University of Phoenix
Bachelor Degree, Finance
Kalejta Financial Management December 2013 - Present
SEI Investment July 2007 - August 2013
SEI July 2007 - August 2013
PNC November 2004 - July 2007
Educational Testing Service (ETS) February 2004 - November 2004
First Union National Bank January 2003 - June 2003
Skills
Finance, Bilingual-Spanish, Customer Service, Tax, Trading, Sales, Access, Microsoft Excel, Call Centers, Microsoft Office, Analytical Skills, Life & Health Insurance...
Education
Cittone Institute 2003 — 2004
Medical Certified, Medical Administrative/Executive Assistant and Medical Secretary
University of Phoenix
Bachelor Degree, Finance
Henry Ware Henry Ware's SEI Experience April 1983 - June 2002
Job Marketing Consultant at American Solutions for Business
Industry Printing
Experience
American Solutions for Business August 2002 - Present
SEI April 1983 - June 2002
Skills
Trade Shows, Incentive Programs, Incentives, Direct Mail, Corporate Gifts, Direct Marketing, Digital Printing, Print Management, Offset Printing, Variable Data Printing, Lead Generation, B2B, Marketing Strategy, Sales, Sales Operations, New Business Development, Marketing
Education
University of Richmond 1972 — 1976
Bachelor, Arts
Blue Ridge School
American Solutions for Business August 2002 - Present
SEI April 1983 - June 2002
Skills
Trade Shows, Incentive Programs, Incentives, Direct Mail, Corporate Gifts, Direct Marketing, Digital Printing, Print Management, Offset Printing, Variable Data Printing, Lead Generation, B2B, Marketing Strategy, Sales, Sales Operations, New Business Development, Marketing
Education
University of Richmond 1972 — 1976
Bachelor, Arts
Blue Ridge School
Matthew M. Diederich Matthew M. Diederich's SEI Experience 2007 - Present
Job Account Director at SEI
Industry Financial Services
Experience
SEI 2007 - Present
SEI 2002 - 2007
SEI 2000 - 2002
SEI June 1999 - September 1999
Skills
Investments, Mutual Funds, Alternative Investments, Asset Management, Financial Services, Securities, Hedge Funds, Equities, Wealth Management, Portfolio Management, New Business Development, Product Management, Fixed Income, Financial Analysis, Process Improvement, Asset Allocation, Series 7, Project Management, Management, Relationship Management
Education
University of Scranton 1996 — 2000
BS, Business Management
SEI 2007 - Present
SEI 2002 - 2007
SEI 2000 - 2002
SEI June 1999 - September 1999
Skills
Investments, Mutual Funds, Alternative Investments, Asset Management, Financial Services, Securities, Hedge Funds, Equities, Wealth Management, Portfolio Management, New Business Development, Product Management, Fixed Income, Financial Analysis, Process Improvement, Asset Allocation, Series 7, Project Management, Management, Relationship Management
Education
University of Scranton 1996 — 2000
BS, Business Management
Michael Horwath Michael Horwath's SEI Experience April 2014 - Present
Job Internal Account Executive at SEI
Industry Financial Services
Experience
SEI April 2014 - Present
Keystone Financial Management July 2011 - March 2014
Education
University of Pittsburgh 2007 — 2011
Bachelor of Science (B.S.), Finance
SEI April 2014 - Present
Keystone Financial Management July 2011 - March 2014
Education
University of Pittsburgh 2007 — 2011
Bachelor of Science (B.S.), Finance
Alan Blitz Alan Blitz's SEI Experience 2014 - Present
Job Senior Accounting Manager at SEI
Industry Financial Services
Experience
SEI 2014 - Present
BNY Mellon 2013 - 2014
BNY Mellon 2010 - 2013
BNY Mellon 2008 - 2010
BNY Mellon August 2005 - December 2008
BNY Mellon 2002 - 2005
BNY Mellon 1998 - 2002
Skills
Accounting, Auditing, Fund Accounting, Account Reconciliation, Internal Controls, Forecasting, Financial Reporting, Financial Analysis, Cash Management, Budgets, Mutual Funds, Business Strategy, Business Development, Leadership, Management, Investments, Equities, Fixed Income, International, Valuation, Team Management, General Ledger, Derivatives, Banking, Money Market, GAAP, Asset Management, Compliance, Financial Services, Hedge Funds, Sarbanes-Oxley, Fund Administration, Team Building, Team Leadership, Coaching, Career Development, Staff Development, Cross-functional..., Finance, Process Improvement, Financial Statements, US GAAP, Sarbanes-Oxley Act
Education
University of Pittsburgh
BA, dual-major Accounting & Management
SEI 2014 - Present
BNY Mellon 2013 - 2014
BNY Mellon 2010 - 2013
BNY Mellon 2008 - 2010
BNY Mellon August 2005 - December 2008
BNY Mellon 2002 - 2005
BNY Mellon 1998 - 2002
Skills
Accounting, Auditing, Fund Accounting, Account Reconciliation, Internal Controls, Forecasting, Financial Reporting, Financial Analysis, Cash Management, Budgets, Mutual Funds, Business Strategy, Business Development, Leadership, Management, Investments, Equities, Fixed Income, International, Valuation, Team Management, General Ledger, Derivatives, Banking, Money Market, GAAP, Asset Management, Compliance, Financial Services, Hedge Funds, Sarbanes-Oxley, Fund Administration, Team Building, Team Leadership, Coaching, Career Development, Staff Development, Cross-functional..., Finance, Process Improvement, Financial Statements, US GAAP, Sarbanes-Oxley Act
Education
University of Pittsburgh
BA, dual-major Accounting & Management
Rob Sargeson Rob Sargeson's SEI Experience 1983 - 1986
Job CIO Digital Technology Transformation | Software Solutions | Executive Leadership | Open to New Opportunities
Industry Information Technology and Services
Experience
Leaders in Digital Technology Transformation 2015 - Present
RPSARG LLC January 2012 - Present
IHS August 2011 - November 2011
Thomson Reuters January 2006 - June 2011
Thomson Legal & Regulatory August 2002 - January 2006
Thomson Legal & Regulatory June 1996 - August 2002
Thomson Financial May 1994 - May 1996
DMR Group June 1992 - May 1994
Cap Gemini Ernst & Young August 1986 - June 1992
SEI 1983 - 1986
Skills
IT Strategy, Business Process..., Strategy, ERP, Program Management, Governance, IT Management, Business Process, Enterprise Architecture, Management, Information Systems, Business Intelligence, Leadership, Enterprise Software, Change Management, Data Center, CRM, Business Transformation, Strategic Planning, Project Portfolio..., Strategic Leadership, Mergers & Acquisitions, Team Leadership, SDLC, IT Service Management, Business Development, SaaS, Vendor Management, Software Development, Integration, Information Technology, Outsourcing, Transformational..., IT Transformation, Cultural Transformation, ITIL, IT Operations, IT Outsourcing, IT Solutions, CTO, CIO, Cloud Computing, Cloud Applications, Cloud Security, Private Cloud, Hybrid Cloud, Big Data Analytics, Security, Consulting, Business Analysis
Education
University of Rhode Island 1976 — 1980
BS, Business and Managment Sciences
Leaders in Digital Technology Transformation 2015 - Present
RPSARG LLC January 2012 - Present
IHS August 2011 - November 2011
Thomson Reuters January 2006 - June 2011
Thomson Legal & Regulatory August 2002 - January 2006
Thomson Legal & Regulatory June 1996 - August 2002
Thomson Financial May 1994 - May 1996
DMR Group June 1992 - May 1994
Cap Gemini Ernst & Young August 1986 - June 1992
SEI 1983 - 1986
Skills
IT Strategy, Business Process..., Strategy, ERP, Program Management, Governance, IT Management, Business Process, Enterprise Architecture, Management, Information Systems, Business Intelligence, Leadership, Enterprise Software, Change Management, Data Center, CRM, Business Transformation, Strategic Planning, Project Portfolio..., Strategic Leadership, Mergers & Acquisitions, Team Leadership, SDLC, IT Service Management, Business Development, SaaS, Vendor Management, Software Development, Integration, Information Technology, Outsourcing, Transformational..., IT Transformation, Cultural Transformation, ITIL, IT Operations, IT Outsourcing, IT Solutions, CTO, CIO, Cloud Computing, Cloud Applications, Cloud Security, Private Cloud, Hybrid Cloud, Big Data Analytics, Security, Consulting, Business Analysis
Education
University of Rhode Island 1976 — 1980
BS, Business and Managment Sciences
Morgan Vandagriff Morgan Vandagriff's SEI Experience 2004 - April 2007
Job CoFounder at Banzai
Industry E-Learning
Experience
Banzai April 2007 - Present
SEI 2004 - April 2007
SEI 2002 - 2004
Skills
Alternative Investments, Mutual Funds
Education
Wharton School, University of Pennsylvania
B.S., Finance, Information Systems
Banzai April 2007 - Present
SEI 2004 - April 2007
SEI 2002 - 2004
Skills
Alternative Investments, Mutual Funds
Education
Wharton School, University of Pennsylvania
B.S., Finance, Information Systems
Laura Edling Laura Edling's SEI Experience October 2011 - Present
Job Marketing Manager, Institutional Group at SEI
Industry Investment Management
Experience
SEI October 2011 - Present
MEDecision September 2010 - October 2011
American College of Physicians November 2007 - September 2010
Skills
Public Relations, Copywriting, Media Relations, Strategic Communications, Marketing Communications, Press Releases, Corporate Communications, Editing
Education
University of Pittsburgh
Bachelor of Arts, Journalism
University of Pittsburgh
Bachelor of Arts (B.A.), Journalism
SEI October 2011 - Present
MEDecision September 2010 - October 2011
American College of Physicians November 2007 - September 2010
Skills
Public Relations, Copywriting, Media Relations, Strategic Communications, Marketing Communications, Press Releases, Corporate Communications, Editing
Education
University of Pittsburgh
Bachelor of Arts, Journalism
University of Pittsburgh
Bachelor of Arts (B.A.), Journalism
Mike Mattern Mike Mattern's SEI Experience September 2007 - March 2009
Job Director Technology & Operations at Tortoise Investment Management LLC
Industry Financial Services
Experience
Tortoise Investment Management LLC December 2014 - Present
Tortoise Investment Management LLC November 2009 - December 2014
SAC Capital October 2009 - November 2009
SEI September 2007 - March 2009
Vanguard October 2004 - September 2007
Skills
Hedge Funds, Asset Management, Corporate Finance, Financial Analysis, Fixed Income, Bloomberg, Equities, Mutual Funds, Investments, Portfolio Management, Series 63, Financial Modeling, Securities, Alternative Investments, Investment Management, Derivatives, Bonds, Valuation, Asset Allocation
Education
University of Pennsylvania - The Wharton School 1998 — 2002
BS, Economics
LaSalle High School 1994 — 1998
Tortoise Investment Management LLC December 2014 - Present
Tortoise Investment Management LLC November 2009 - December 2014
SAC Capital October 2009 - November 2009
SEI September 2007 - March 2009
Vanguard October 2004 - September 2007
Skills
Hedge Funds, Asset Management, Corporate Finance, Financial Analysis, Fixed Income, Bloomberg, Equities, Mutual Funds, Investments, Portfolio Management, Series 63, Financial Modeling, Securities, Alternative Investments, Investment Management, Derivatives, Bonds, Valuation, Asset Allocation
Education
University of Pennsylvania - The Wharton School 1998 — 2002
BS, Economics
LaSalle High School 1994 — 1998
Julia Short's SEI Experience 1994 - 2004
Job President and CEO, RidgeWorth Funds
Industry Financial Services
Experience
RidgeWorth Funds June 2007 - Present
RidgeWorth Investments September 2004 - Present
SEI 1994 - 2004
Skills
Series 7, Mutual Funds, Series 63, Investment Advisory, Asset Allocation, Securities, Alternative Investments, Asset Managment, Hedge Funds, Investment Strategies, Investments, Portfolio Management
Education
University of Pittsburgh 1990 — 1994
B.S., Applied Mathematics with a Physics Minor
RidgeWorth Funds June 2007 - Present
RidgeWorth Investments September 2004 - Present
SEI 1994 - 2004
Skills
Series 7, Mutual Funds, Series 63, Investment Advisory, Asset Allocation, Securities, Alternative Investments, Asset Managment, Hedge Funds, Investment Strategies, Investments, Portfolio Management
Education
University of Pittsburgh 1990 — 1994
B.S., Applied Mathematics with a Physics Minor
Devin Cassels Devin Cassels's SEI Experience October 2014 - Present
Job Technology Project Manager, AMD Solutions at SEI
Industry Financial Services
Experience
SEI October 2014 - Present
SEI June 2012 - Present
Skills
Portfolio Management, Analysis, Asset Allocation, Statistics, Capital Markets, Investment Management, Financial Risk, Finance, Investments, ETFs, Strategy, Mutual Funds
Education
University of Richmond 2008 — 2012
Bachelor of Science in Mathematical Economics, Minor in Business Administration
SEI October 2014 - Present
SEI June 2012 - Present
Skills
Portfolio Management, Analysis, Asset Allocation, Statistics, Capital Markets, Investment Management, Financial Risk, Finance, Investments, ETFs, Strategy, Mutual Funds
Education
University of Richmond 2008 — 2012
Bachelor of Science in Mathematical Economics, Minor in Business Administration
Clint Holmes Clint Holmes's SEI Experience March 2000 - August 2000
Job Wine Maker/Cellar Manager at Vitis Research
Industry Research
Experience
Vitis Research March 2012 - Present
Independent Consulting March 2009 - May 2012
Signature Custom Cabinetry, Inc February 2005 - March 2009
Eagles Wings May 2004 - October 2004
Eastern Air March 2003 - August 2004
Rockingham Group 2000 - 2003
Ray Carr Tire August 2000 - August 2001
SEI March 2000 - August 2000
Provident Mutual March 1998 - March 2000
Prudential Financial June 1996 - May 1997
Skills
Microsoft Excel, Economics, Microsoft Office, Qualitative Research, Macroeconomics, Data Analysis, Research, Statistics, Econometrics, Analysis, Quantitative Research, Development Economics, Non-profits, Access, Fermentations, Winemaking, Wine Tasting, Sales, Nonprofits, Program Management
Education
University of Pittsburgh 1991 — 1996
BA, Economics, Political Science
owen j roberts
Vitis Research March 2012 - Present
Independent Consulting March 2009 - May 2012
Signature Custom Cabinetry, Inc February 2005 - March 2009
Eagles Wings May 2004 - October 2004
Eastern Air March 2003 - August 2004
Rockingham Group 2000 - 2003
Ray Carr Tire August 2000 - August 2001
SEI March 2000 - August 2000
Provident Mutual March 1998 - March 2000
Prudential Financial June 1996 - May 1997
Skills
Microsoft Excel, Economics, Microsoft Office, Qualitative Research, Macroeconomics, Data Analysis, Research, Statistics, Econometrics, Analysis, Quantitative Research, Development Economics, Non-profits, Access, Fermentations, Winemaking, Wine Tasting, Sales, Nonprofits, Program Management
Education
University of Pittsburgh 1991 — 1996
BA, Economics, Political Science
owen j roberts
Andrew Brown Andrew Brown's SEI Experience 2010 - 2012
Job Talent Acquisition Manager at The Jonus Group
Industry Insurance
Experience
The Jonus Group 2013 - Present
iPipeline 2012 - 2013
SEI 2010 - 2012
Skills
Talent Acquisition, Software Documentation, Leadership, Business Analysis, Recruiting, Quality Assurance, Vendor Management, Risk Management, Business Process..., Applicant Tracking..., Insurance, Job Coaching, Interviewing Skills, Relationship Management, Project Management, Project Planning, Internet Recruiting, Candidate Generation, Closing Candidates, Interview Preparation, Maintaining Strong..., College Recruiting, User Acceptance Testing, SDLC, Full-life Cycle..., Interviews, Screening, Workforce Planning, Analysis
Education
West Chester University of Pennsylvania 2006 — 2008
Bachelor of Science (BS), Finance, General, 3.78
University of Pittsburgh 2000 — 2002
The Jonus Group 2013 - Present
iPipeline 2012 - 2013
SEI 2010 - 2012
Skills
Talent Acquisition, Software Documentation, Leadership, Business Analysis, Recruiting, Quality Assurance, Vendor Management, Risk Management, Business Process..., Applicant Tracking..., Insurance, Job Coaching, Interviewing Skills, Relationship Management, Project Management, Project Planning, Internet Recruiting, Candidate Generation, Closing Candidates, Interview Preparation, Maintaining Strong..., College Recruiting, User Acceptance Testing, SDLC, Full-life Cycle..., Interviews, Screening, Workforce Planning, Analysis
Education
West Chester University of Pennsylvania 2006 — 2008
Bachelor of Science (BS), Finance, General, 3.78
University of Pittsburgh 2000 — 2002
Brian Buan's SEI Experience August 2007 - July 2010
Job Senior Director, Client Partner Global Account Management
Industry Financial Services
Experience
Yodlee June 2014 - Present
CashEdge (Division of Fiserv) November 2012 - May 2014
CashEdge (Acquired by Fiserv) January 2011 - December 2012
Cognizant Technology Solutions July 2010 - January 2011
SEI August 2007 - July 2010
SEI October 2006 - August 2007
SEI Investments September 2001 - August 2006
Wells Fargo January 1998 - August 2001
Wachovia, A Wells Fargo Company 1998 - 1998
Union Bank of California 1995 - 1997
Skills
Product Management, Business Process..., SDLC, Business Analysis, Program Management, Business Intelligence, Investments, Strategy, Cross-functional Team..., Integration, Business Process, Requirements Analysis, Banking, Outsourcing, SaaS, Leadership, Risk Management, Change Management, Financial Services, Management, Project Management, Analysis, Finance, Strategic Enterprise...
Education
University of Puget Sound 1992 — 1995
BA, Economics, Finance, Communications
Mead High School
Yodlee June 2014 - Present
CashEdge (Division of Fiserv) November 2012 - May 2014
CashEdge (Acquired by Fiserv) January 2011 - December 2012
Cognizant Technology Solutions July 2010 - January 2011
SEI August 2007 - July 2010
SEI October 2006 - August 2007
SEI Investments September 2001 - August 2006
Wells Fargo January 1998 - August 2001
Wachovia, A Wells Fargo Company 1998 - 1998
Union Bank of California 1995 - 1997
Skills
Product Management, Business Process..., SDLC, Business Analysis, Program Management, Business Intelligence, Investments, Strategy, Cross-functional Team..., Integration, Business Process, Requirements Analysis, Banking, Outsourcing, SaaS, Leadership, Risk Management, Change Management, Financial Services, Management, Project Management, Analysis, Finance, Strategic Enterprise...
Education
University of Puget Sound 1992 — 1995
BA, Economics, Finance, Communications
Mead High School
Rachele Browning Rachele Browning's SEI Experience November 1995 - Present
Job Regional Director SEI
Industry Financial Services
Experience
SEI November 1995 - Present
CoreStates Bank September 1984 - November 1995
Skills
Mutual Funds, Capital Markets, Portfolio Management, Asset Management, Process Improvement, Series 7, Derivatives, Corporate Law, Fixed Income, Securities, Hedging, Alternative Investments, Investments
Education
University of Scranton 1980 — 1984
BS, Accounting
SEI November 1995 - Present
CoreStates Bank September 1984 - November 1995
Skills
Mutual Funds, Capital Markets, Portfolio Management, Asset Management, Process Improvement, Series 7, Derivatives, Corporate Law, Fixed Income, Securities, Hedging, Alternative Investments, Investments
Education
University of Scranton 1980 — 1984
BS, Accounting
Chloe Horner Chloe Horner's SEI Experience May 2007 - August 2007
Job Executive Team Leader at Target
Industry Executive Office
Experience
Target September 2010 - Present
University of Puget Sound Residence Life May 2009 - May 2010
Associated Students of the University of Puget Sound April 2009 - April 2010
Gamma Phi Beta Sorority, Gamma Epsilon Chapter January 2009 - January 2010
Georgetown University May 2008 - August 2008
SEI May 2007 - August 2007
Education
University of Puget Sound 2006 — 2010
BA, International Political Economy
Target September 2010 - Present
University of Puget Sound Residence Life May 2009 - May 2010
Associated Students of the University of Puget Sound April 2009 - April 2010
Gamma Phi Beta Sorority, Gamma Epsilon Chapter January 2009 - January 2010
Georgetown University May 2008 - August 2008
SEI May 2007 - August 2007
Education
University of Puget Sound 2006 — 2010
BA, International Political Economy
Alyson McGonigle's SEI Experience June 2014 - August 2014
Job Marketing/Management Graduate | Seeking Marketing/Advertising/Sales Job
Industry Marketing and Advertising
Experience
Bergman Group April 2014 - May 2015
Student Athlete Advisory Committee September 2013 - May 2015
University of Richmond September 2010 - May 2015
SEI June 2014 - August 2014
SEI June 2013 - August 2013
Kimberton Whole Foods May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Social Media, English, Windows, Time Management, Microsoft Office, Public Speaking, Leadership, Event Planning, Research, Marketing, Facebook, Social Networking, Advertising, Social Media Marketing, Sales
Education
University of Richmond 2010 — 2015
Bachelor's degree, Business Administration, Marketing, Management, Studio Art, Senior
Villa Maria Academy 2006 — 2010
High School Diploma
Bergman Group April 2014 - May 2015
Student Athlete Advisory Committee September 2013 - May 2015
University of Richmond September 2010 - May 2015
SEI June 2014 - August 2014
SEI June 2013 - August 2013
Kimberton Whole Foods May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Social Media, English, Windows, Time Management, Microsoft Office, Public Speaking, Leadership, Event Planning, Research, Marketing, Facebook, Social Networking, Advertising, Social Media Marketing, Sales
Education
University of Richmond 2010 — 2015
Bachelor's degree, Business Administration, Marketing, Management, Studio Art, Senior
Villa Maria Academy 2006 — 2010
High School Diploma
Ryan Feehery Ryan Feehery's SEI Experience January 2015 - July 2015
Job Experienced Associate at PwC
Industry Accounting
Experience
PwC August 2015 - Present
SEI January 2015 - July 2015
SEI June 2014 - December 2014
SEI June 2012 - May 2014
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Financial Accounting, Bookkeeping, Financial Analysis, Tax, Financial Reporting, Customer Service, Account Reconciliation, Auditing, Leadership, Time Management
Education
University of Pittsburgh 2009 — 2012
Bachelor of Science (B.S.), Accounting
Springfield High School
PwC August 2015 - Present
SEI January 2015 - July 2015
SEI June 2014 - December 2014
SEI June 2012 - May 2014
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Financial Accounting, Bookkeeping, Financial Analysis, Tax, Financial Reporting, Customer Service, Account Reconciliation, Auditing, Leadership, Time Management
Education
University of Pittsburgh 2009 — 2012
Bachelor of Science (B.S.), Accounting
Springfield High School
Lynn Connolly's SEI Experience May 2010 - July 2011
Job Harbor Peak LLC, Risk Management Advisory Services for Environmental Impact Investing
Industry Financial Services
Experience
Harbor Peak LLC October 2012 - Present
Fossil Free Indexes February 2014 - Present
Constellation Investment Consulting Corp September 2011 - September 2012
SEI May 2010 - July 2011
Independent Consultant 2008 - 2010
Deloitte & Touche LLP 2003 - 2008
The Bank of New York 2000 - 2002
Chase Manhattan Bank 1991 - 2000
Merrill Lynch & Co., Inc. 1986 - 1990
Skills
Valuation, Risk Management, Derivatives, Hedge Funds, Financial Modeling, Asset Management, Due Diligence, Financial Services, Bloomberg, Trading, Structured Products, Operational Control, Finance, Equities, Mergers & Acquisitions, Fixed Income, Private Equity, Alternative Energy, Environmentally..., Alternative Energy Risk..., Environmental..., Fossil Fuel Divestment...
Education
University of Pennsylvania - The Wharton School 1981 — 1985
B.S. in Economics
Harbor Peak LLC October 2012 - Present
Fossil Free Indexes February 2014 - Present
Constellation Investment Consulting Corp September 2011 - September 2012
SEI May 2010 - July 2011
Independent Consultant 2008 - 2010
Deloitte & Touche LLP 2003 - 2008
The Bank of New York 2000 - 2002
Chase Manhattan Bank 1991 - 2000
Merrill Lynch & Co., Inc. 1986 - 1990
Skills
Valuation, Risk Management, Derivatives, Hedge Funds, Financial Modeling, Asset Management, Due Diligence, Financial Services, Bloomberg, Trading, Structured Products, Operational Control, Finance, Equities, Mergers & Acquisitions, Fixed Income, Private Equity, Alternative Energy, Environmentally..., Alternative Energy Risk..., Environmental..., Fossil Fuel Divestment...
Education
University of Pennsylvania - The Wharton School 1981 — 1985
B.S. in Economics
Matt Bernocchi Matt Bernocchi's SEI Experience July 2014 - Present
Job Mutual Fund Analyst at SEI
Industry Financial Services
Experience
SEI July 2014 - Present
BioScrip, Inc. June 2013 - August 2013
Just Packaging Inc. June 2012 - August 2012
Just Packaging Inc. June 2008 - August 2011
Byram Healthcare June 2011 - July 2011
Skills
Sales, Inventory Control, Time Management, Microsoft Word, Logistics, Manufacturing
Education
University of Scranton 2010 — 2014
Bachelor of Science (B.S.), Operations Management and Supervision, Finance, Senior
SEI July 2014 - Present
BioScrip, Inc. June 2013 - August 2013
Just Packaging Inc. June 2012 - August 2012
Just Packaging Inc. June 2008 - August 2011
Byram Healthcare June 2011 - July 2011
Skills
Sales, Inventory Control, Time Management, Microsoft Word, Logistics, Manufacturing
Education
University of Scranton 2010 — 2014
Bachelor of Science (B.S.), Operations Management and Supervision, Finance, Senior
Gwen Flaherty Gwen Flaherty's SEI Experience April 2007 - Present
Job West Regional Team at SEI Investments
Industry Financial Services
Experience
SEI April 2007 - Present
Skills
Portfolio Management, Wealth Management, Equities, Asset Management, Fixed Income, Relationship Management, Banking, Hedge Funds, Financial Analysis
Education
LaSalle University 2005 — 2007
Bachelor of Arts (B.A.), English/Language Arts Teacher Education
University of Scranton 2002 — 2005
Secondary Education, English
SEI April 2007 - Present
Skills
Portfolio Management, Wealth Management, Equities, Asset Management, Fixed Income, Relationship Management, Banking, Hedge Funds, Financial Analysis
Education
LaSalle University 2005 — 2007
Bachelor of Arts (B.A.), English/Language Arts Teacher Education
University of Scranton 2002 — 2005
Secondary Education, English
Mac Butcher, CFA, CFP ® Mac Butcher, CFA, CFP ®'s SEI Experience May 2013 - Present
Job Client Portfolio Manager
Industry Financial Services
Experience
SEI May 2013 - Present
BNY Mellon Wealth Management January 2013 - April 2013
McCabe Capital Managers, Ltd. January 2011 - May 2012
Drexel Morgan & Co. January 2010 - May 2012
Locust Capital Management January 2009 - December 2009
Wachovia Bank 2001 - 2008
Wheat First Butcher Singer 1993 - 1998
Buck Consultants 1989 - 1993
Skills
Alternative Investments, Asset Allocation, Fixed Income, Hedge Funds, Series 63, ETFs, Investment Management, Investment Strategies, Equities, Bonds, Mutual Funds, Asset Managment, Series 7, Series 65, Estate Planning, Investments, Retirement Planning, Strategic Financial..., Wealth Management, High Net Worth..., Asset Management, Portfolio Management, Investment Advisory, Securities, Wealth Management..., FINRA, Options
Education
University of Pennsylvania 1985 — 1989
Bachelor of Arts, Mathematics
Groton School 1980 — 1985
SEI May 2013 - Present
BNY Mellon Wealth Management January 2013 - April 2013
McCabe Capital Managers, Ltd. January 2011 - May 2012
Drexel Morgan & Co. January 2010 - May 2012
Locust Capital Management January 2009 - December 2009
Wachovia Bank 2001 - 2008
Wheat First Butcher Singer 1993 - 1998
Buck Consultants 1989 - 1993
Skills
Alternative Investments, Asset Allocation, Fixed Income, Hedge Funds, Series 63, ETFs, Investment Management, Investment Strategies, Equities, Bonds, Mutual Funds, Asset Managment, Series 7, Series 65, Estate Planning, Investments, Retirement Planning, Strategic Financial..., Wealth Management, High Net Worth..., Asset Management, Portfolio Management, Investment Advisory, Securities, Wealth Management..., FINRA, Options
Education
University of Pennsylvania 1985 — 1989
Bachelor of Arts, Mathematics
Groton School 1980 — 1985
Megan Lockbaum's SEI Experience June 2012 - March 2013
Job Programming & Acquisitions at FX Networks
Industry Entertainment
Experience
FX Networks (Fox) December 2014 - Present
Conde Nast September 2013 - September 2014
SEI June 2012 - March 2013
Edro Investments August 2011 - March 2012
Scripps Health September 2010 - May 2011
Skills
Microsoft Excel, Financial Analysis, Event Planning, Social Media, PowerPoint, Microsoft Office, Salesforce.com, Marketing Communications, Travel Arrangements, Facebook, Market Research, Social Media Marketing, Public Speaking, Customer Service, Marketing, Microsoft Word
Education
University of San Diego 2007 — 2011
Bachelor of Business Administration (BBA), Finance, General and International Business
FX Networks (Fox) December 2014 - Present
Conde Nast September 2013 - September 2014
SEI June 2012 - March 2013
Edro Investments August 2011 - March 2012
Scripps Health September 2010 - May 2011
Skills
Microsoft Excel, Financial Analysis, Event Planning, Social Media, PowerPoint, Microsoft Office, Salesforce.com, Marketing Communications, Travel Arrangements, Facebook, Market Research, Social Media Marketing, Public Speaking, Customer Service, Marketing, Microsoft Word
Education
University of San Diego 2007 — 2011
Bachelor of Business Administration (BBA), Finance, General and International Business
Michael Begley's SEI Experience September 2015 - Present
Job Regional Director at SEI
Industry Financial Services
Experience
SEI September 2015 - Present
Skills
Series 6, Separately Managed..., Relationship Management, Fixed Income, Financial Advisory, Equities, Business Planning, Variable Annuities, Employee Benefits, Public Speaking, Fixed Annuities, FINRA, IRAs, Mutual Funds, Financial Analysis, Investments, Series 63, Wealth, Management, Marketing Strategy, Series 7, Investment Management, Business Development, Finance, Strategy, Long Term Care Insurance, Relationship Building, Disability Insurance, Long-term Care, Management Consulting, Leadership
Education
University of Rhode Island 1998 — 2000
Bachelor of Arts (B.A.), History
Wilbraham & Monson Academy 1995 — 1996
SEI September 2015 - Present
Skills
Series 6, Separately Managed..., Relationship Management, Fixed Income, Financial Advisory, Equities, Business Planning, Variable Annuities, Employee Benefits, Public Speaking, Fixed Annuities, FINRA, IRAs, Mutual Funds, Financial Analysis, Investments, Series 63, Wealth, Management, Marketing Strategy, Series 7, Investment Management, Business Development, Finance, Strategy, Long Term Care Insurance, Relationship Building, Disability Insurance, Long-term Care, Management Consulting, Leadership
Education
University of Rhode Island 1998 — 2000
Bachelor of Arts (B.A.), History
Wilbraham & Monson Academy 1995 — 1996
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
Marc Slovak Marc Slovak's SEI Experience December 1973 - June 1979
Job CTO at Plan Management Corp
Industry Information Technology and Services
Experience
Plan Management Corp February 2012 - Present
LexisNexis November 2001 - February 2012
Marketspan Inc. / Courtlink Inc. October 1998 - November 2001
StockTrans, Inc. October 1997 - October 1998
Premier Systems October 1994 - October 1998
TS Partners March 1990 - June 1992
CDA Investment Technologies September 1979 - December 1990
SEI December 1973 - June 1979
Skills
Product Management, Strategic Partnerships, Product Development, Start-ups, SaaS, E-commerce, Strategy, Mobile Applications, Leadership, Marketing Strategy, Business Development, Management, Business Strategy, Web Applications, Online Advertising, Web Analytics, Enterprise Software, Online Marketing, Analytics, Sales, Digital Marketing, User Experience, Mobile Devices, Competitive Analysis, Entrepreneurship, Product Marketing, Lead Generation, CRM, Go-to-market Strategy, SEO, Cloud Computing, Cross-functional Team..., SEM
Education
University of Pennsylvania - The Wharton School 1968 — 1972
BS in Economics, Major in Marketing, 3.75
Plan Management Corp February 2012 - Present
LexisNexis November 2001 - February 2012
Marketspan Inc. / Courtlink Inc. October 1998 - November 2001
StockTrans, Inc. October 1997 - October 1998
Premier Systems October 1994 - October 1998
TS Partners March 1990 - June 1992
CDA Investment Technologies September 1979 - December 1990
SEI December 1973 - June 1979
Skills
Product Management, Strategic Partnerships, Product Development, Start-ups, SaaS, E-commerce, Strategy, Mobile Applications, Leadership, Marketing Strategy, Business Development, Management, Business Strategy, Web Applications, Online Advertising, Web Analytics, Enterprise Software, Online Marketing, Analytics, Sales, Digital Marketing, User Experience, Mobile Devices, Competitive Analysis, Entrepreneurship, Product Marketing, Lead Generation, CRM, Go-to-market Strategy, SEO, Cloud Computing, Cross-functional Team..., SEM
Education
University of Pennsylvania - The Wharton School 1968 — 1972
BS in Economics, Major in Marketing, 3.75
Michele Amodei Michele Amodei's SEI Experience August 2010 - September 2012
Job Defined Contribution Plan Professional □ Relationship Manager □ Communication & Marketing Specialist
Industry Financial Services
Experience
BPAS September 2012 - March 2015
SEI August 2010 - September 2012
SEI January 2007 - August 2010
SEI March 2004 - January 2007
Ascensus March 2002 - March 2004
Merrill Lynch March 2000 - March 2002
Skills
Retirement, Alternative Investments, 401k, Series 63, Mutual Funds, Asset Allocation, Investments, Series 7, Wealth Management, Finance, Portfolio Management, Defined Benefit, Securities, Retirement Planning, Employee Benefits, Valuation, Series 6, Financial Services, Pensions, Investment Management, Investment Advisory, Relationship Management
Education
University of Pittsburgh 1994 — 1998
Bachelor of Science (B.S.), Business Administration, Graduated magna cum laude
BPAS September 2012 - March 2015
SEI August 2010 - September 2012
SEI January 2007 - August 2010
SEI March 2004 - January 2007
Ascensus March 2002 - March 2004
Merrill Lynch March 2000 - March 2002
Skills
Retirement, Alternative Investments, 401k, Series 63, Mutual Funds, Asset Allocation, Investments, Series 7, Wealth Management, Finance, Portfolio Management, Defined Benefit, Securities, Retirement Planning, Employee Benefits, Valuation, Series 6, Financial Services, Pensions, Investment Management, Investment Advisory, Relationship Management
Education
University of Pittsburgh 1994 — 1998
Bachelor of Science (B.S.), Business Administration, Graduated magna cum laude
Steve Papulak's SEI Experience 2009 - Present
Job Managing Director, Business Development at SEI
Industry Financial Services
Experience
SEI 2009 - Present
The Bank of New York Mellon 2008 - 2009
The Bank of New York Mellon 2001 - 2008
Mellon Bank 1998 - 2001
Mellon Bank 1989 - 1998
Deloitte 1987 - 1989
Mortgage Computer Applications 1983 - 1987
Skills
Strategy, Asset Managment, Business Development, Financial Services, Investments, Investment Banking, Management, Banking, Business Intelligence, Leadership, Investment Management, Trading, Project Management, Outsourcing, Product Development, Mutual Funds, Equities, Sales, Portfolio Management, Hedge Funds, Asset Management, Business Process, Executive Management, Investment Advisory, Securities
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1993 — 1995
MBA
Weber State University 1982 — 1986
BA
SEI 2009 - Present
The Bank of New York Mellon 2008 - 2009
The Bank of New York Mellon 2001 - 2008
Mellon Bank 1998 - 2001
Mellon Bank 1989 - 1998
Deloitte 1987 - 1989
Mortgage Computer Applications 1983 - 1987
Skills
Strategy, Asset Managment, Business Development, Financial Services, Investments, Investment Banking, Management, Banking, Business Intelligence, Leadership, Investment Management, Trading, Project Management, Outsourcing, Product Development, Mutual Funds, Equities, Sales, Portfolio Management, Hedge Funds, Asset Management, Business Process, Executive Management, Investment Advisory, Securities
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1993 — 1995
MBA
Weber State University 1982 — 1986
BA
Paul Sachs's SEI Experience April 1991 - February 1997
Job Principal at Mercer Sentinel Group and Investment Management Consultant
Industry Investment Management
Experience
Mercer Sentinel Group February 1997 - Present
SEI April 1991 - February 1997
Kidder, Peabody & Company 1982 - 1988
Skills
Investment..., Transition Management, Foreign Exchange Review, Transition coordination, Transaction cost..., Securities Lending, Investment operations, Defined Benefit, Defined Contribution, Capital Markets, Pensions, Pension Funds, FX analysis, Pension Administration, Derivatives, ERISA, Retirement Plan..., Investments, Portfolio Management, Hedge Funds
Education
University of Pennsylvania - The Wharton School
MBA, Marketing, Finance
Yale University
Bachelor of Science (BS)
Mercer Sentinel Group February 1997 - Present
SEI April 1991 - February 1997
Kidder, Peabody & Company 1982 - 1988
Skills
Investment..., Transition Management, Foreign Exchange Review, Transition coordination, Transaction cost..., Securities Lending, Investment operations, Defined Benefit, Defined Contribution, Capital Markets, Pensions, Pension Funds, FX analysis, Pension Administration, Derivatives, ERISA, Retirement Plan..., Investments, Portfolio Management, Hedge Funds
Education
University of Pennsylvania - The Wharton School
MBA, Marketing, Finance
Yale University
Bachelor of Science (BS)
David Eddy's SEI Experience July 1999 - January 2010
Job Sr. Business Analyst, Digital Business Group at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group September 2012 - Present
Pershing June 2010 - October 2012
Exelon Power Team March 2010 - September 2010
SEI July 1999 - January 2010
American Management Systems (AMS) August 1994 - July 1999
American Management Systems 1994 - 1999
UBS formerly Swiss Bank May 1993 - August 1993
Mellon Bank August 1988 - July 1992
Skills
SDLC, Banking, Business Analysis, Vendor Management
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1992 — 1994
MS-MOIS, Management Information Systems
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1992 — 1993
MBA, Finance
University of Virginia 1983 — 1987
Bachelor of Science (BS), Commerce and MIS
Lincoln Financial Group September 2012 - Present
Pershing June 2010 - October 2012
Exelon Power Team March 2010 - September 2010
SEI July 1999 - January 2010
American Management Systems (AMS) August 1994 - July 1999
American Management Systems 1994 - 1999
UBS formerly Swiss Bank May 1993 - August 1993
Mellon Bank August 1988 - July 1992
Skills
SDLC, Banking, Business Analysis, Vendor Management
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1992 — 1994
MS-MOIS, Management Information Systems
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1992 — 1993
MBA, Finance
University of Virginia 1983 — 1987
Bachelor of Science (BS), Commerce and MIS
Imaduddin Khaja's SEI Experience August 2010 - December 2010
Job Helping you navigate in the data galaxies.
Industry Telecommunications
Experience
Essendant July 2015 - Present
NTT DATA Americas April 2015 - May 2015
Sprint September 2012 - April 2015
Motorola Solutions March 2012 - June 2012
Walgreens September 2011 - November 2011
Nalco 2011 - 2011
SEI August 2010 - December 2010
Delta Engineering, Group, LLC 2007 - 2010
Telenor Group 2005 - 2006
Unilever 2002 - 2005
Skills
Master Data Management, Dashboard Metrics, Microsoft Excel Power BI, Microsoft Visual Studio, Microsoft Excel Power..., Data Warehousing, Telecommunications, Strategic Planning, Marketing Management, Budgets, Project Planning, Competitive Analysis, Sales Operations, Problem Solving, Forecasting, Procurement, Pricing, CRM, SQL Server Management..., Financial Modeling, Cross-functional Team..., Quality Assurance, Marketing, Finance, Retail, Wireless, Solution Focused, Supply Chain, Solution-driven, Benefit Cost Analysis, Strategy, Budgeting, Business Analysis, Analysis, Project Management, Team Leadership, Leadership, Consulting, Marketing Strategy, Big Data Analytics, Business Planning, Business Strategy, Market Research, Sales Management, Data Quality Services, SQL Server Report..., Master Data Services, Vendor Management
Education
Microtrain Technologies 2015 — 2015
Project Management
Microtrain Technologies 2015 — 2015
Querying Microsoft SQL Server 40261C
Microtrain Technologies 2015 — 2015
Data Warehousing with Microsoft SQL Server
Microtrain Technologies 2015 — 2015
Administering Microsoft SQL Server
Institute of Business Administration
Masters in Business Administration, Marketing
Wharton School, University of Pennsylvania
Finance
Essendant July 2015 - Present
NTT DATA Americas April 2015 - May 2015
Sprint September 2012 - April 2015
Motorola Solutions March 2012 - June 2012
Walgreens September 2011 - November 2011
Nalco 2011 - 2011
SEI August 2010 - December 2010
Delta Engineering, Group, LLC 2007 - 2010
Telenor Group 2005 - 2006
Unilever 2002 - 2005
Skills
Master Data Management, Dashboard Metrics, Microsoft Excel Power BI, Microsoft Visual Studio, Microsoft Excel Power..., Data Warehousing, Telecommunications, Strategic Planning, Marketing Management, Budgets, Project Planning, Competitive Analysis, Sales Operations, Problem Solving, Forecasting, Procurement, Pricing, CRM, SQL Server Management..., Financial Modeling, Cross-functional Team..., Quality Assurance, Marketing, Finance, Retail, Wireless, Solution Focused, Supply Chain, Solution-driven, Benefit Cost Analysis, Strategy, Budgeting, Business Analysis, Analysis, Project Management, Team Leadership, Leadership, Consulting, Marketing Strategy, Big Data Analytics, Business Planning, Business Strategy, Market Research, Sales Management, Data Quality Services, SQL Server Report..., Master Data Services, Vendor Management
Education
Microtrain Technologies 2015 — 2015
Project Management
Microtrain Technologies 2015 — 2015
Querying Microsoft SQL Server 40261C
Microtrain Technologies 2015 — 2015
Data Warehousing with Microsoft SQL Server
Microtrain Technologies 2015 — 2015
Administering Microsoft SQL Server
Institute of Business Administration
Masters in Business Administration, Marketing
Wharton School, University of Pennsylvania
Finance
Nana Addo's SEI Experience January 2011 - March 2015
Job Fund Accounting Manager at SEI
Industry Financial Services
Experience
SEI January 2011 - March 2015
SEI December 2004 - May 2008
SEI July 2001 - December 2004
Supervisor September 2002 - December 2002
SEI October 1999 - July 2001
Skills
Mutual Funds, Fund Accounting, Equities, Hedge Funds, Investments, Fund Administration, Financial Services, Securities, Bloomberg, Alternative Investments, Financial Analysis, Account Reconciliation, Project Management, Training, Interviews, Professional..., Account Management, Financial Reporting, Portfolio Management, Bloomberg Terminal
Education
University of Phoenix 2001 — 2004
Masters, Business Administration
Widener University 1995 — 1999
Bachelor of Science, Business Administration
SEI January 2011 - March 2015
SEI December 2004 - May 2008
SEI July 2001 - December 2004
Supervisor September 2002 - December 2002
SEI October 1999 - July 2001
Skills
Mutual Funds, Fund Accounting, Equities, Hedge Funds, Investments, Fund Administration, Financial Services, Securities, Bloomberg, Alternative Investments, Financial Analysis, Account Reconciliation, Project Management, Training, Interviews, Professional..., Account Management, Financial Reporting, Portfolio Management, Bloomberg Terminal
Education
University of Phoenix 2001 — 2004
Masters, Business Administration
Widener University 1995 — 1999
Bachelor of Science, Business Administration
Colin Weise's SEI Experience 2003 - 2004
Job Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Investment Management July 2014 - Present
State Street 2006 - July 2014
Evergreen Investments 2004 - 2006
SEI 2003 - 2004
SEI 2000 - 2003
Skills
Mutual Funds, Bloomberg, Equities, Fixed Income, Hedge Funds
Education
University of Richmond 1996 — 2000
Morgan Stanley Investment Management July 2014 - Present
State Street 2006 - July 2014
Evergreen Investments 2004 - 2006
SEI 2003 - 2004
SEI 2000 - 2003
Skills
Mutual Funds, Bloomberg, Equities, Fixed Income, Hedge Funds
Education
University of Richmond 1996 — 2000
Liam McDermott-Doviak, CFA's SEI Experience April 2007 - May 2010
Job Research Analyst at Citi Private Bank
Industry Investment Management
Experience
West Capital Management February 2015 - Present
Citi Private Bank June 2010 - February 2015
SEI April 2007 - May 2010
Skills
Mutual Funds, Equities, Due Diligence, Business Development, Investments, Portfolio Management, Alternative Investments, Asset Allocation, Asset Management, Financial Modeling, Fixed Income, Hedge Funds, Investment Management, Investment Strategies, Wealth Management
Education
University of Pennsylvania 2005 — 2006
Certificate, Finance and Accounting
University of Pittsburgh 1999 — 2004
Bachelor of Science, Economics
University of Pittsburgh 1999 — 2004
Bachelor of Arts, Politics and Philosophy
CFA Institute
CFA Charterholder
The Hill School
West Capital Management February 2015 - Present
Citi Private Bank June 2010 - February 2015
SEI April 2007 - May 2010
Skills
Mutual Funds, Equities, Due Diligence, Business Development, Investments, Portfolio Management, Alternative Investments, Asset Allocation, Asset Management, Financial Modeling, Fixed Income, Hedge Funds, Investment Management, Investment Strategies, Wealth Management
Education
University of Pennsylvania 2005 — 2006
Certificate, Finance and Accounting
University of Pittsburgh 1999 — 2004
Bachelor of Science, Economics
University of Pittsburgh 1999 — 2004
Bachelor of Arts, Politics and Philosophy
CFA Institute
CFA Charterholder
The Hill School
Philip Wagner, CFA's SEI Experience 2000 - 2008
Job Experienced Investment Professional
Industry Investment Management
Experience
Davidson Trust Company June 2010 - Present
Legacy Advisors October 2008 - June 2010
SEI 2000 - 2008
SEI 1992 - 2000
Midlantic National Bank 1986 - 1992
Skills
Wealth Management, Asset Management, Research, Sales Presentations, Client Solutions, Institutional Investors, Intermediary..., Due Diligence, Intermediary, Asset Managment, Emerging Markets, Securities, Portfolio Management, Equities
Education
University of Richmond 1982 — 1986
BA, Economics
New Canaan High
Davidson Trust Company June 2010 - Present
Legacy Advisors October 2008 - June 2010
SEI 2000 - 2008
SEI 1992 - 2000
Midlantic National Bank 1986 - 1992
Skills
Wealth Management, Asset Management, Research, Sales Presentations, Client Solutions, Institutional Investors, Intermediary..., Due Diligence, Intermediary, Asset Managment, Emerging Markets, Securities, Portfolio Management, Equities
Education
University of Richmond 1982 — 1986
BA, Economics
New Canaan High
Christina Szerlip's SEI Experience August 2009 - March 2011
Job Senior Manager, Financial Planning Analysis at Blackboard
Industry E-Learning
Experience
Blackboard August 2015 - Present
Blackboard March 2014 - July 2015
Blackboard April 2013 - March 2014
Towers Watson February 2012 - April 2013
Monument Bank March 2011 - February 2012
SEI August 2009 - March 2011
SEI July 2008 - August 2009
Skills
Financial Analysis, Accounting, Finance, Financial Modeling, Strategy, Budgets, Management, Valuation, Investments, Process Improvement
Education
University of Pennsylvania - The Wharton School 2004 — 2008
Bachelor of Science in Economics, Concentrations in Finance and Marketing
The George Washington University - School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
Archmere Academy 2000 — 2004
Blackboard August 2015 - Present
Blackboard March 2014 - July 2015
Blackboard April 2013 - March 2014
Towers Watson February 2012 - April 2013
Monument Bank March 2011 - February 2012
SEI August 2009 - March 2011
SEI July 2008 - August 2009
Skills
Financial Analysis, Accounting, Finance, Financial Modeling, Strategy, Budgets, Management, Valuation, Investments, Process Improvement
Education
University of Pennsylvania - The Wharton School 2004 — 2008
Bachelor of Science in Economics, Concentrations in Finance and Marketing
The George Washington University - School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
Archmere Academy 2000 — 2004
Jeannette Grabe's SEI Experience 2000 - 2007
Job Director at Veritable, LP
Industry Financial Services
Experience
Veritable, LP Wealth Network SalesSEI Investments2000 - 2007
SEI 2000 - 2007
BNP Paribas 1997 - 1999
Skills
Alternative Investments, Asset Allocation, Equities, Fixed Income, Wealth Management, Mutual Funds, Portfolio Management, Hedge Funds, Asset Management, Investments, Series 7, Investment Management
Education
University of Pennsylvania - The Wharton School 1996 — 2000
Veritable, LP Wealth Network SalesSEI Investments2000 - 2007
SEI 2000 - 2007
BNP Paribas 1997 - 1999
Skills
Alternative Investments, Asset Allocation, Equities, Fixed Income, Wealth Management, Mutual Funds, Portfolio Management, Hedge Funds, Asset Management, Investments, Series 7, Investment Management
Education
University of Pennsylvania - The Wharton School 1996 — 2000
Thomas Daniels, MBA's SEI Experience 2004 - 2005
Job Executive Director of Finance at Summit University
Industry Higher Education
Experience
Summit University May 2015 - Present
Summit University May 2014 - May 2015
CPG International October 2013 - May 2014
Pa Dept of Labor & Ind. November 2009 - October 2013
Pa Dept of Labor & Ind. April 2009 - December 2009
Head to Toe July 2005 - April 2009
SEI 2004 - 2005
Skills
Accounting, Strategic Planning, Microsoft Excel, Microsoft Word, PowerPoint, SAP, Financial Modeling, Financial Analysis, Auditing, Budgets, Leadership, Risk Management, Variance Analysis, Tax Accounting, Web Development, Policy Analysis, Working Capital..., Change Management, Investments, Microsoft Office, Access, Analysis, Process Improvement, Finance, Management, Financial Reporting, Tax, Account Reconciliation, Strategic Financial..., Data Analysis, Internal Controls, Business Analysis, Human Resources, Cost Accounting, Accounts Payable, Cash Flow, Payroll, Financial Statements, Forecasting, QuickBooks, Financial Accounting, Financial Planning
Education
University of Scranton 2008 — 2011
MBA, Finance, Management Information Systems
University of Scranton 2000 — 2004
Bachelor of Science (B.S.), Finance, General
North Pocono High School
Summit University May 2015 - Present
Summit University May 2014 - May 2015
CPG International October 2013 - May 2014
Pa Dept of Labor & Ind. November 2009 - October 2013
Pa Dept of Labor & Ind. April 2009 - December 2009
Head to Toe July 2005 - April 2009
SEI 2004 - 2005
Skills
Accounting, Strategic Planning, Microsoft Excel, Microsoft Word, PowerPoint, SAP, Financial Modeling, Financial Analysis, Auditing, Budgets, Leadership, Risk Management, Variance Analysis, Tax Accounting, Web Development, Policy Analysis, Working Capital..., Change Management, Investments, Microsoft Office, Access, Analysis, Process Improvement, Finance, Management, Financial Reporting, Tax, Account Reconciliation, Strategic Financial..., Data Analysis, Internal Controls, Business Analysis, Human Resources, Cost Accounting, Accounts Payable, Cash Flow, Payroll, Financial Statements, Forecasting, QuickBooks, Financial Accounting, Financial Planning
Education
University of Scranton 2008 — 2011
MBA, Finance, Management Information Systems
University of Scranton 2000 — 2004
Bachelor of Science (B.S.), Finance, General
North Pocono High School
Jaime Shannon's SEI Experience October 2006 - July 2008
Job Regional Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2014 - Present
Morgan Stanley July 2008 - July 2014
SEI October 2006 - July 2008
Skills
Finance, Financial Analysis, Banking, Investments, Mutual Funds, Microsoft Excel, Portfolio Management, Financial Modeling, Equities
Education
Villanova University 2011 — 2013
MBA
University of Pittsburgh 2002 — 2006
BSBA, Major in Finance, Minor in Economics and International Business
Morgan Stanley July 2014 - Present
Morgan Stanley July 2008 - July 2014
SEI October 2006 - July 2008
Skills
Finance, Financial Analysis, Banking, Investments, Mutual Funds, Microsoft Excel, Portfolio Management, Financial Modeling, Equities
Education
Villanova University 2011 — 2013
MBA
University of Pittsburgh 2002 — 2006
BSBA, Major in Finance, Minor in Economics and International Business
Alfred Pierce's SEI Experience 2003 - Present
Job Managing Director at SEI Investments
Industry Financial Services
Experience
SEI Investments March 2003 - Present
SEI 2003 - Present
Wells Fargo 1987 - 2003
PwC 1984 - 1987
Skills
Alternative Investments, Hedge Funds, Fund Of Funds, Asset Allocation, Global Asset Allocation, Enterprise Risk..., Interest Rate..., Corporate Finance, liability driven...
Education
University of Richmond - Robins School of Business 1980 — 1984
Bachelor of Science (BS), Accounting and Business/Management
Germantown Academy 1978 — 1980
SEI Investments March 2003 - Present
SEI 2003 - Present
Wells Fargo 1987 - 2003
PwC 1984 - 1987
Skills
Alternative Investments, Hedge Funds, Fund Of Funds, Asset Allocation, Global Asset Allocation, Enterprise Risk..., Interest Rate..., Corporate Finance, liability driven...
Education
University of Richmond - Robins School of Business 1980 — 1984
Bachelor of Science (BS), Accounting and Business/Management
Germantown Academy 1978 — 1980
Casey Anderson's SEI Experience September 2013 - March 2015
Job Investment Professional
Industry Financial Services
Experience
Personal Investor June 2015 - Present
SEI September 2013 - March 2015
SEI August 2007 - March 2015
SEI 2010 - 2015
SEI Investments 2006 - 2015
SEI June 2006 - August 2007
University of Pennsylvania May 2005 - May 2006
MiddleFork Partners May 2003 - August 2003
Morgan Stanley Wealth Management May 2001 - August 2001
Skills
Hedge Funds, Alternative Investments, Valuation, Private Equity, Investments, Financial Modeling, Equities, Fixed Income, Bloomberg, Asset Managment, Investment Banking, Due Diligence, Venture Capital, Securities, Capital Markets, Mutual Funds, Trading, Finance, Investment Management, Portfolio Management, Financial Risk, Economics, Derivatives, Asset Allocation, Equity Research, Emerging Markets, Risk Management, Asset Management
Education
University of Pennsylvania - The Wharton School 2002 — 2006
BS, Economics, Finance, Real Estate
Villanova University 2013 — 2015
Master of Business Administration (MBA), Finance, Strategic Management
Community School 1999 — 2002
High School
Personal Investor June 2015 - Present
SEI September 2013 - March 2015
SEI August 2007 - March 2015
SEI 2010 - 2015
SEI Investments 2006 - 2015
SEI June 2006 - August 2007
University of Pennsylvania May 2005 - May 2006
MiddleFork Partners May 2003 - August 2003
Morgan Stanley Wealth Management May 2001 - August 2001
Skills
Hedge Funds, Alternative Investments, Valuation, Private Equity, Investments, Financial Modeling, Equities, Fixed Income, Bloomberg, Asset Managment, Investment Banking, Due Diligence, Venture Capital, Securities, Capital Markets, Mutual Funds, Trading, Finance, Investment Management, Portfolio Management, Financial Risk, Economics, Derivatives, Asset Allocation, Equity Research, Emerging Markets, Risk Management, Asset Management
Education
University of Pennsylvania - The Wharton School 2002 — 2006
BS, Economics, Finance, Real Estate
Villanova University 2013 — 2015
Master of Business Administration (MBA), Finance, Strategic Management
Community School 1999 — 2002
High School
Danielle DeRuschi's SEI Experience June 2011 - Present
Job Senior Account Analysis at SEI
Industry Accounting
Experience
SEI June 2011 - Present
Grossman Yanak & Ford LLP February 2011 - April 2011
Day & Zimmermann May 2010 - August 2010
Skills
Accounting, Financial Reporting, Accounts Payable
Education
University of Pittsburgh 2007 — 2011
BS, Accounting
SEI June 2011 - Present
Grossman Yanak & Ford LLP February 2011 - April 2011
Day & Zimmermann May 2010 - August 2010
Skills
Accounting, Financial Reporting, Accounts Payable
Education
University of Pittsburgh 2007 — 2011
BS, Accounting
Srdjan Teslic's SEI Experience 2009 - Present
Job Senior Analyst at SEI Investments
Industry Investment Banking
Experience
SEI 2009 - Present
BNP Paribas August 2006 - January 2009
Parker Global Strategies July 2006 - August 2006
Ferro Capital April 2002 - April 2006
JPMorgan Chase Alternative Asset Management July 1999 - March 2002
Societe Generale Alternative Investments March 1998 - July 1999
Skills
Hedge Funds, Portfolio Management, Asset Allocation, Due Diligence, Investment Strategies, Financial Risk, Equities, Derivatives, Fund Of Funds, Alternative Investments, Asset Managment, Trading, Investments, Asset Management
Education
University of Pennsylvania 1991 — 1997
PhD, Materials Science
Univerzitet u Novom Sadu
MS, Physics
SEI 2009 - Present
BNP Paribas August 2006 - January 2009
Parker Global Strategies July 2006 - August 2006
Ferro Capital April 2002 - April 2006
JPMorgan Chase Alternative Asset Management July 1999 - March 2002
Societe Generale Alternative Investments March 1998 - July 1999
Skills
Hedge Funds, Portfolio Management, Asset Allocation, Due Diligence, Investment Strategies, Financial Risk, Equities, Derivatives, Fund Of Funds, Alternative Investments, Asset Managment, Trading, Investments, Asset Management
Education
University of Pennsylvania 1991 — 1997
PhD, Materials Science
Univerzitet u Novom Sadu
MS, Physics
Geoff Hayn's SEI Experience July 2011 - Present
Job Private Banking, Client and Professional Services at SEI
Industry Financial Services
Experience
SEI July 2011 - Present
SEI Investments January 2007 - July 2011
ABERCROMBIE & FITCH2003-2005 May 2003 - May 2005
Skills
Compliance, Management, Accounting, Human Resources, Mutual Funds, Auditing, Training, Payroll, Account Reconciliation, Internal Audit, CRM, Interviews, Security, Recruiting, Fund Accounting, Securities, Process Improvement, Financial Services
Education
Villanova University 2007 — 2009
Master, Business Administration
University of Pittsburgh 1999 — 2003
Bachelor of Science, Business Administration; Accounting/Finance
SEI July 2011 - Present
SEI Investments January 2007 - July 2011
ABERCROMBIE & FITCH2003-2005 May 2003 - May 2005
Skills
Compliance, Management, Accounting, Human Resources, Mutual Funds, Auditing, Training, Payroll, Account Reconciliation, Internal Audit, CRM, Interviews, Security, Recruiting, Fund Accounting, Securities, Process Improvement, Financial Services
Education
Villanova University 2007 — 2009
Master, Business Administration
University of Pittsburgh 1999 — 2003
Bachelor of Science, Business Administration; Accounting/Finance
Bert Hesse's SEI Experience January 1990 - January 1992
Job CEO at VOLTRON Studios
Industry Entertainment
Experience
Studio South Holdings, LLC August 2013 - Present
Indievision January 1999 - May 2006
CareOne January 1994 - January 1995
MedCorp January 1992 - January 1994
SEI January 1990 - January 1992
Orbitron International, Inc. January 1983 - January 1990
Education
University of South Florida
MA, Education
University of South Florida
BA, Education
St. Petersburg Junior College
AA
Studio South Holdings, LLC August 2013 - Present
Indievision January 1999 - May 2006
CareOne January 1994 - January 1995
MedCorp January 1992 - January 1994
SEI January 1990 - January 1992
Orbitron International, Inc. January 1983 - January 1990
Education
University of South Florida
MA, Education
University of South Florida
BA, Education
St. Petersburg Junior College
AA
Amanda (Davis) Carmona's SEI Experience May 2011 - August 2012
Job J.D. Candidate (2015)
Industry Financial Services
Experience
United States Attorney's Office for the Eastern District of Pennsylvania May 2014 - August 2014
Obermayer Rebmann Maxwell & Hippel LLP January 2014 - May 2014
Consumer Bankruptcy Assistance Project June 2013 - August 2013
SEI May 2011 - August 2012
SEI September 2010 - May 2011
SEI January 2008 - September 2010
Skills
Financial Analysis, Hedge Funds, Due Diligence
Education
Drexel University School of Law 2012 — 2015
Doctor of Law (J.D.)
University of Pennsylvania - The Wharton School 2003 — 2007
Bachelor of Science in Economics, Business Administration and Management, General
United States Attorney's Office for the Eastern District of Pennsylvania May 2014 - August 2014
Obermayer Rebmann Maxwell & Hippel LLP January 2014 - May 2014
Consumer Bankruptcy Assistance Project June 2013 - August 2013
SEI May 2011 - August 2012
SEI September 2010 - May 2011
SEI January 2008 - September 2010
Skills
Financial Analysis, Hedge Funds, Due Diligence
Education
Drexel University School of Law 2012 — 2015
Doctor of Law (J.D.)
University of Pennsylvania - The Wharton School 2003 — 2007
Bachelor of Science in Economics, Business Administration and Management, General
Geetesh Talajia's SEI Experience January 2010 - January 2012
Job Business Consultant at Advantage Technical Resourcing
Industry Information Technology and Services
Experience
Advantage Technical Resourcing February 2012 - Present
SEI January 2010 - January 2012
NIIT Technologies Limited March 2008 - January 2012
SS&C GlobeOp December 2006 - March 2008
NSEiT April 2005 - December 2006
Sharekhan April 2003 - April 2005
Kantilal Chhanganlal Securities Pvt Ltd October 2000 - March 2003
JOINDRE CAPITAL SERVICES November 1999 - October 2000
Skills
SDLC, Business Analysis, Requirements Analysis, Trading Systems, Requirements Gathering, Trading, Derivatives, Software Project..., Management, Business Requirements, Equities, Vendor Management, Quality Assurance, Equity Derivatives, Fixed Income, Quality Center, Visio, Back Office, Analysis, Project Management, SQL, Capital Markets, Testing, Portfolio Management, Scrum, Agile Methodologies, User Acceptance Testing, Control-M, Middle Office, Data Migration, Sprints, Data Analysis, Business Process, Hedge Funds, FTP, Disaster Recovery, Customer-facing, SharePoint, Data Warehousing, Financial Services, Business Intelligence, Risk Management, E-commerce
Education
Institue of Business Management and Studies (IBMS)
Master of Business Administration (M.B.A.), Finance and Financial Management Services
University of Pune
Bachelor of Commerce (B.Com.), Accounting and Business/Management
Advantage Technical Resourcing February 2012 - Present
SEI January 2010 - January 2012
NIIT Technologies Limited March 2008 - January 2012
SS&C GlobeOp December 2006 - March 2008
NSEiT April 2005 - December 2006
Sharekhan April 2003 - April 2005
Kantilal Chhanganlal Securities Pvt Ltd October 2000 - March 2003
JOINDRE CAPITAL SERVICES November 1999 - October 2000
Skills
SDLC, Business Analysis, Requirements Analysis, Trading Systems, Requirements Gathering, Trading, Derivatives, Software Project..., Management, Business Requirements, Equities, Vendor Management, Quality Assurance, Equity Derivatives, Fixed Income, Quality Center, Visio, Back Office, Analysis, Project Management, SQL, Capital Markets, Testing, Portfolio Management, Scrum, Agile Methodologies, User Acceptance Testing, Control-M, Middle Office, Data Migration, Sprints, Data Analysis, Business Process, Hedge Funds, FTP, Disaster Recovery, Customer-facing, SharePoint, Data Warehousing, Financial Services, Business Intelligence, Risk Management, E-commerce
Education
Institue of Business Management and Studies (IBMS)
Master of Business Administration (M.B.A.), Finance and Financial Management Services
University of Pune
Bachelor of Commerce (B.Com.), Accounting and Business/Management
Brigitte DeForrest's SEI Experience July 2013 - Present
Job Business Analyst at SEI
Industry Financial Services
Experience
SEI July 2013 - Present
SEI May 2012 - June 2013
SEI Investments March 2011 - May 2012
SEI Investments September 2009 - March 2011
SEI Investments 2008 - 2009
SEI Investments 2007 - 2008
SEI Investment Company September 2005 - March 2007
SEI Investments 2006 - 2007
SEI Investment Company January 2003 - September 2005
Mellon Financial Corporation March 1998 - July 2002
Education
University of Pittsburgh 1996 — 2002
Bachelor of Arts - Self - Designed Major
Villanova University
Advanced Certificate in Project Management
SEI July 2013 - Present
SEI May 2012 - June 2013
SEI Investments March 2011 - May 2012
SEI Investments September 2009 - March 2011
SEI Investments 2008 - 2009
SEI Investments 2007 - 2008
SEI Investment Company September 2005 - March 2007
SEI Investments 2006 - 2007
SEI Investment Company January 2003 - September 2005
Mellon Financial Corporation March 1998 - July 2002
Education
University of Pittsburgh 1996 — 2002
Bachelor of Arts - Self - Designed Major
Villanova University
Advanced Certificate in Project Management
Nicol Bekelja's SEI Experience September 2006 - Present
Job Legal Services Manager at SEI
Industry Financial Services
Experience
SEI September 2006 - Present
Stevens & Lee 2005 - September 2006
BISYS Fund Services 2004 - 2005
AllianceBernstein 2000 - 2004
Gregory Germain. Esq. 1997 - 2000
Education
University of Scranton 1996 — 2000
B.S., International Studies
SEI September 2006 - Present
Stevens & Lee 2005 - September 2006
BISYS Fund Services 2004 - 2005
AllianceBernstein 2000 - 2004
Gregory Germain. Esq. 1997 - 2000
Education
University of Scranton 1996 — 2000
B.S., International Studies
Joseph Bekelja's SEI Experience January 2012 - Present
Job Operations Manager at SEI
Industry Financial Services
Experience
SEI January 2012 - Present
SEI July 2010 - January 2012
SEI July 2006 - July 2010
Education
University of Scranton
SEI January 2012 - Present
SEI July 2010 - January 2012
SEI July 2006 - July 2010
Education
University of Scranton
JASEN SCOTT's SEI Experience 1999 - 2000
Job National Indirect Account Executive at Clearwire
Industry Internet
Experience
Clearwire May 2012 - Present
Excel Sportswear 2011 - 2012
Bally Total Fitness 2008 - 2010
USLI 2004 - 2008
American Brokerage Services 2000 - 2004
SEI 1999 - 2000
New York Life Insurance Company 1997 - 1999
Skills
Insurance, Customer Service, Property & Casualty..., Underwriting, General Insurance, Commercial Insurance, Microsoft Office, Claim, Health Insurance, Microsoft Excel, Liability, Casualty, Microsoft Word, Claims Management, Legal Liability, Sales, Management, Account Management, Strategy, Sales Operations, Selling
Education
Wharton School, University of Pennsylvania 1993 — 1997
Bachelor of Science (B.S.), Finance and Financial Management Services
Clearwire May 2012 - Present
Excel Sportswear 2011 - 2012
Bally Total Fitness 2008 - 2010
USLI 2004 - 2008
American Brokerage Services 2000 - 2004
SEI 1999 - 2000
New York Life Insurance Company 1997 - 1999
Skills
Insurance, Customer Service, Property & Casualty..., Underwriting, General Insurance, Commercial Insurance, Microsoft Office, Claim, Health Insurance, Microsoft Excel, Liability, Casualty, Microsoft Word, Claims Management, Legal Liability, Sales, Management, Account Management, Strategy, Sales Operations, Selling
Education
Wharton School, University of Pennsylvania 1993 — 1997
Bachelor of Science (B.S.), Finance and Financial Management Services
Joshua Mateyk's SEI Experience October 2012 - Present
Job Middle Office Regional Consultant at SEI
Industry Financial Services
Experience
SEI October 2012 - Present
Church of the Saviour June 2012 - August 2014
Securitas Global Risk Solutions June 2012 - October 2012
Horseshoe Boy Scout Reservation June 2007 - August 2011
Mainline Healthcare Internship May 2010 - August 2010
Giant Food Markets LLC March 2006 - June 2008
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Financial Modeling, Data Analysis, Sales, Customer Service, Marketing, Microsoft Word, Research, Market Research
Education
University of Pittsburgh 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, Marketing
SEI October 2012 - Present
Church of the Saviour June 2012 - August 2014
Securitas Global Risk Solutions June 2012 - October 2012
Horseshoe Boy Scout Reservation June 2007 - August 2011
Mainline Healthcare Internship May 2010 - August 2010
Giant Food Markets LLC March 2006 - June 2008
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Financial Modeling, Data Analysis, Sales, Customer Service, Marketing, Microsoft Word, Research, Market Research
Education
University of Pittsburgh 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, Marketing
Phil LeNoir's SEI Experience November 2014 - Present
Job Senior Analyst at SEI
Industry Financial Services
Experience
SEI November 2014 - Present
SEI December 2013 - November 2014
SEI September 2012 - December 2013
Redner's Warehouse Market June 2007 - September 2012
Northwestern Mutual May 2011 - April 2012
Skills
Bloomberg, Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Office, Microsoft Word, Equities, Hedge Funds, Financial Reporting
Education
University of Scranton 2008 — 2012
B.S., Finance
SEI November 2014 - Present
SEI December 2013 - November 2014
SEI September 2012 - December 2013
Redner's Warehouse Market June 2007 - September 2012
Northwestern Mutual May 2011 - April 2012
Skills
Bloomberg, Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Office, Microsoft Word, Equities, Hedge Funds, Financial Reporting
Education
University of Scranton 2008 — 2012
B.S., Finance
Moira McGinn's SEI Experience June 2011 - August 2011
Job Director of Communications at Gwynedd Mercy Academy High School
Industry Education Management
Experience
Gwynedd Mercy Academy High School May 2014 - Present
Gwynedd Mercy Academy High School June 2012 - April 2014
University of Scranton 2011 - June 2012
SEI June 2011 - August 2011
Hematology and Oncology Associates of Northeastern Pennsylvania January 2011 - February 2011
University of Scranton 2010 - 2011
American Cancer Society June 2010 - August 2010
Skills
Public Speaking, Event Planning, Supervisory Skills, Microsoft Office, Excel, PowerPoint, Customer Service, Recruiting, Community Outreach
Education
University of Scranton 2008 — 2012
Bachelor of Science, Health Administration
Gwynedd Mercy Academy High School 2004 — 2008
Gwynedd Mercy Academy High School May 2014 - Present
Gwynedd Mercy Academy High School June 2012 - April 2014
University of Scranton 2011 - June 2012
SEI June 2011 - August 2011
Hematology and Oncology Associates of Northeastern Pennsylvania January 2011 - February 2011
University of Scranton 2010 - 2011
American Cancer Society June 2010 - August 2010
Skills
Public Speaking, Event Planning, Supervisory Skills, Microsoft Office, Excel, PowerPoint, Customer Service, Recruiting, Community Outreach
Education
University of Scranton 2008 — 2012
Bachelor of Science, Health Administration
Gwynedd Mercy Academy High School 2004 — 2008
Yuet Hon's SEI Experience December 2012 - Present
Job Specialist at SEI
Industry Investment Management
Experience
SEI December 2012 - Present
Independence Capital Partners 2007 - 2011
CMS Affiliated Partnerships 2001 - 2006
Skills
Microsoft Excel, Programming, Sungard Investran, Financial Reporting, Financial Analysis, Account Reconciliation, Financial Statements, Accounting, Tax Returns, Financial Modeling, Due Diligence, Internal Controls, Treasury, Auditing, Financial Accounting
Education
Villanova University 2005 — 2008
Master of Business Administration (M.B.A.), Finance, General, 3.95
University of Pennsylvania - The Wharton School 1994 — 1997
Bachelor's Degree, Finance; Information Systems, 3.13
SEI December 2012 - Present
Independence Capital Partners 2007 - 2011
CMS Affiliated Partnerships 2001 - 2006
Skills
Microsoft Excel, Programming, Sungard Investran, Financial Reporting, Financial Analysis, Account Reconciliation, Financial Statements, Accounting, Tax Returns, Financial Modeling, Due Diligence, Internal Controls, Treasury, Auditing, Financial Accounting
Education
Villanova University 2005 — 2008
Master of Business Administration (M.B.A.), Finance, General, 3.95
University of Pennsylvania - The Wharton School 1994 — 1997
Bachelor's Degree, Finance; Information Systems, 3.13
Michael Donatucci, CFA's SEI Experience 2013 - Present
Job Institutional Investment Strategist
Industry Financial Services
Experience
SEI 2013 - Present
SEI 2011 - 2013
SEI 2009 - 2011
SEI 2008 - 2009
Skills
Asset Allocation, Institutional..., Asset Management, Financial Modeling, Business Modeling, Valuation, Alternative Investments, Equities, Mutual Funds, Portfolio Management, Fixed Income, Investment Strategies, Investments, Investment Management, Securities, Wealth Management, Financial Services, Quantitative Analytics, Financial Analysis, Finance, Strategic Financial..., Real Estate
Education
University of Pennsylvania
Bachelor of Arts (B.A.), Economics
SEI 2013 - Present
SEI 2011 - 2013
SEI 2009 - 2011
SEI 2008 - 2009
Skills
Asset Allocation, Institutional..., Asset Management, Financial Modeling, Business Modeling, Valuation, Alternative Investments, Equities, Mutual Funds, Portfolio Management, Fixed Income, Investment Strategies, Investments, Investment Management, Securities, Wealth Management, Financial Services, Quantitative Analytics, Financial Analysis, Finance, Strategic Financial..., Real Estate
Education
University of Pennsylvania
Bachelor of Arts (B.A.), Economics
Jeffrey Guttilla's SEI Experience December 2012 - April 2015
Job Mutual Funds Analyst at SEI
Industry Financial Services
Experience
BNY Mellon May 2015 - Present
Darden April 2014 - Present
Tango Bistro October 2007 - Present
SEI December 2012 - April 2015
SEI 2012 - 2014
Starbucks February 2011 - April 2013
SEI 2012 - 2012
Tango Bistro 2007 - 2012
3GHC Architects LLC June 2007 - October 2007
Skills
German, Microsoft Office, Photoshop, Customer Service, Economics, Graphic Design, Hospitality, Internet, Innovation, Leadership, Microsoft Excel, Sales, Microsoft Word, Coordination
Education
University of Pittsburgh 2008 — 2012
Bachelor's degree, Economics
Strath Haven High School 2004 — 2008
BNY Mellon May 2015 - Present
Darden April 2014 - Present
Tango Bistro October 2007 - Present
SEI December 2012 - April 2015
SEI 2012 - 2014
Starbucks February 2011 - April 2013
SEI 2012 - 2012
Tango Bistro 2007 - 2012
3GHC Architects LLC June 2007 - October 2007
Skills
German, Microsoft Office, Photoshop, Customer Service, Economics, Graphic Design, Hospitality, Internet, Innovation, Leadership, Microsoft Excel, Sales, Microsoft Word, Coordination
Education
University of Pittsburgh 2008 — 2012
Bachelor's degree, Economics
Strath Haven High School 2004 — 2008
Najla Hollins's SEI Experience 2005 - 2006
Job Fund Liaison at FIS
Industry Financial Services
Experience
FIS Fund LiaisonReliance Trust Company an FIS Company2006 - Present
SEI 2005 - 2006
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Mutual Funds, Public Speaking
Education
University of Pittsburgh 1999 — 2003
FIS Fund LiaisonReliance Trust Company an FIS Company2006 - Present
SEI 2005 - 2006
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Mutual Funds, Public Speaking
Education
University of Pittsburgh 1999 — 2003
Jonathan Cohan's SEI Experience 2003 - 2007
Job Supervisor at BNY Mellon
Industry Financial Services
Experience
BNY Mellon 2007 - Present
SEI 2003 - 2007
Education
University of Richmond 1999 — 2003
Bachelor of Science (B.S.), Business Administration and Management, General
BNY Mellon 2007 - Present
SEI 2003 - 2007
Education
University of Richmond 1999 — 2003
Bachelor of Science (B.S.), Business Administration and Management, General
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.