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.
SEI Salaries. You can even request information on how much does SEI pay if you want to. Learn about salaries, pros and cons of working for SEI directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
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
Evan Casciato Evan Casciato's SEI Experience November 2014 - Present
Job Middle Office Operations Analyst
Industry Financial Services
Experience
SEI November 2014 - Present
Chucktown Squash June 2014 - August 2014
Vertex Inc. May 2013 - September 2013
American Pools May 2012 - August 2012
Skills
Internet Research Skills, •Computer proficient..., Basic knowledge of..., Proficient in Apple..., Social Media Marketing, Microsoft Office, Outlook, Online Research, Microsoft Word, Spreadsheets, PowerPoint
Education
College of Charleston 2010 — 2014
Bachelor of Business Administration (B.B.A.), Marketing
Bond University 2012 — 2012
Conestoga High School 2006 — 2010
SEI November 2014 - Present
Chucktown Squash June 2014 - August 2014
Vertex Inc. May 2013 - September 2013
American Pools May 2012 - August 2012
Skills
Internet Research Skills, •Computer proficient..., Basic knowledge of..., Proficient in Apple..., Social Media Marketing, Microsoft Office, Outlook, Online Research, Microsoft Word, Spreadsheets, PowerPoint
Education
College of Charleston 2010 — 2014
Bachelor of Business Administration (B.B.A.), Marketing
Bond University 2012 — 2012
Conestoga High School 2006 — 2010
Dale K. Campbell Dale K. Campbell's SEI Experience November 2011 - Present
Job Client Service Director, Institutional Group at SEI
Industry Financial Services
Experience
SEI November 2011 - Present
SEI September 2007 - November 2011
SEI July 2006 - September 2007
Custom Created Waterfalls & Landscaping 1999 - 2005
Education
Villanova University School of Business 2008 — 2011
MBA
Bucknell University 2002 — 2006
BSBA, Management
SEI November 2011 - Present
SEI September 2007 - November 2011
SEI July 2006 - September 2007
Custom Created Waterfalls & Landscaping 1999 - 2005
Education
Villanova University School of Business 2008 — 2011
MBA
Bucknell University 2002 — 2006
BSBA, Management
Joseph Marturano, Jr. Joseph Marturano, Jr.'s SEI Experience June 2007 - March 2010
Job Exp. Project Management & Business Systems Professional • Business Partner • Relationship Builder • Trusted Mentor
Industry Information Technology and Services
Experience
Rentokil North America March 2013 - Present
Rentokil North America March 2011 - April 2013
Sidium Solutions, Inc. May 2010 - March 2011
SEI June 2007 - March 2010
SEI January 2001 - June 2007
SEI January 1997 - January 2001
Skills
Process Improvement, Business Analysis, Project Management, CRM, Leadership, Management, Team Building, Relationship Management, Business Process..., Financial Services, Risk Management, Vendor Management, Project Portfolio..., SDLC, New Business Development, Cross-functional Team..., Change Management, Requirements Gathering, Program Management, IT Service Management, Disaster Recovery, SharePoint, IT Management, IT Strategy, Strategic Planning, Executive Management, Visio, Business Requirements, Software Documentation, Business Continuity..., Team Leadership, Resource Management, PMO, Software Project..., System Implementations, New Product..., Cost Reduction..., Public Speaking
Education
Cabrini College 1993 — 1997
BA, English/Communications, 3.72/4.0 Cum Laude
International Institute for Learning, Inc.
Project Management Certificate Program, The Kerzner Approach to Project Management Excellence
Rentokil North America March 2013 - Present
Rentokil North America March 2011 - April 2013
Sidium Solutions, Inc. May 2010 - March 2011
SEI June 2007 - March 2010
SEI January 2001 - June 2007
SEI January 1997 - January 2001
Skills
Process Improvement, Business Analysis, Project Management, CRM, Leadership, Management, Team Building, Relationship Management, Business Process..., Financial Services, Risk Management, Vendor Management, Project Portfolio..., SDLC, New Business Development, Cross-functional Team..., Change Management, Requirements Gathering, Program Management, IT Service Management, Disaster Recovery, SharePoint, IT Management, IT Strategy, Strategic Planning, Executive Management, Visio, Business Requirements, Software Documentation, Business Continuity..., Team Leadership, Resource Management, PMO, Software Project..., System Implementations, New Product..., Cost Reduction..., Public Speaking
Education
Cabrini College 1993 — 1997
BA, English/Communications, 3.72/4.0 Cum Laude
International Institute for Learning, Inc.
Project Management Certificate Program, The Kerzner Approach to Project Management Excellence
Lori (Krawulski) Fauth Lori (Krawulski) Fauth's SEI Experience July 2013 - Present
Job Regional Sales Associate at SEI
Industry Financial Services
Experience
SEI July 2013 - Present
SEI March 2008 - July 2013
SEI August 2006 - March 2008
SEI March 2005 - August 2006
Vanguard November 2004 - January 2005
Airgas March 2004 - November 2004
Skills
Microsoft Excel, Series 7, Series 63, Investments, Mutual Funds, Microsoft Dynamics 2011, Microsoft Access, Sales Logix
Education
Penn State University 2000 — 2003
Bachelor of Science (B.S.), Marketing
Bucks County Community College 1999 — 2000
-, Business
SEI July 2013 - Present
SEI March 2008 - July 2013
SEI August 2006 - March 2008
SEI March 2005 - August 2006
Vanguard November 2004 - January 2005
Airgas March 2004 - November 2004
Skills
Microsoft Excel, Series 7, Series 63, Investments, Mutual Funds, Microsoft Dynamics 2011, Microsoft Access, Sales Logix
Education
Penn State University 2000 — 2003
Bachelor of Science (B.S.), Marketing
Bucks County Community College 1999 — 2000
-, Business
Scott Allen, CAIA Scott Allen, CAIA's SEI Experience October 2012 - Present
Job Specialist Investment Manager Services at SEI
Industry Information Technology and Services
Experience
SEI October 2012 - Present
SunGard Financial Systems October 2007 - October 2012
Accenture March 2004 - October 2007
Veritable LP, Investment Consultants August 2002 - March 2004
Skills
Private Equity, Software Project..., Hedge Funds, Portfolio Management, Fund Administration, Alternative Investments, Mutual Funds, Financial Analysis, Financial Reporting, Accounting, Investments
Education
Bucknell University 1998 — 2002
B.S., Electrical Engineering
Conestoga High School 1994 — 1998
SEI October 2012 - Present
SunGard Financial Systems October 2007 - October 2012
Accenture March 2004 - October 2007
Veritable LP, Investment Consultants August 2002 - March 2004
Skills
Private Equity, Software Project..., Hedge Funds, Portfolio Management, Fund Administration, Alternative Investments, Mutual Funds, Financial Analysis, Financial Reporting, Accounting, Investments
Education
Bucknell University 1998 — 2002
B.S., Electrical Engineering
Conestoga High School 1994 — 1998
Jeff Wellenbach Jeff Wellenbach's SEI Experience June 2012 - Present
Job Internal Account Executive at SEI
Industry Financial Services
Experience
SEI June 2012 - Present
Bucknell University August 2009 - May 2012
Thebes Excavation June 2011 - August 2011
Kimmel Center for the Performing Arts June 2010 - August 2010
White-Williams Scholars May 2009 - June 2009
Education
Bucknell University 2008 — 2012
B.A, Economics, Classics
St. Joseph's Prep
University of Oxford
SEI June 2012 - Present
Bucknell University August 2009 - May 2012
Thebes Excavation June 2011 - August 2011
Kimmel Center for the Performing Arts June 2010 - August 2010
White-Williams Scholars May 2009 - June 2009
Education
Bucknell University 2008 — 2012
B.A, Economics, Classics
St. Joseph's Prep
University of Oxford
Bahram Saadatmandi Bahram Saadatmandi's SEI Experience September 1998 - Present
Job President at Saadat Enterprises Inc. S.E.I
Industry Management Consulting
Experience
SEI September 1998 - Present
Saadat Enterprises Inc. S.E.I 1998 - Present
Starmark Properties Corp. February 2007 - February 2011
WaveTelecom Corp March 2002 - February 2008
Skills
Construction, Construction Management, Strategic Planning, Project Management, Real Estate, Project Planning, Business Strategy, Contract Management, Contract Negotiation, Negotiation, Sales, Budgets, Business Development, Investment Properties, Management, New Business Development, Entrepreneurship, Business Planning, Residential Homes, Small Business
Education
IUST- Iran University of Science & Technology 1979 — 1985
Civil Engineer, Civil & Structure
BCIT
Bachelor's degree, Construction Management
SEI September 1998 - Present
Saadat Enterprises Inc. S.E.I 1998 - Present
Starmark Properties Corp. February 2007 - February 2011
WaveTelecom Corp March 2002 - February 2008
Skills
Construction, Construction Management, Strategic Planning, Project Management, Real Estate, Project Planning, Business Strategy, Contract Management, Contract Negotiation, Negotiation, Sales, Budgets, Business Development, Investment Properties, Management, New Business Development, Entrepreneurship, Business Planning, Residential Homes, Small Business
Education
IUST- Iran University of Science & Technology 1979 — 1985
Civil Engineer, Civil & Structure
BCIT
Bachelor's degree, Construction Management
Mark DeSpirito Mark DeSpirito's SEI Experience October 2013 - Present
Job Director at SEI Investments
Industry Financial Services
Experience
SEI October 2013 - Present
BNY Mellon October 2012 - October 2013
International Fund Services (IFS) Ltd, A State Street Company January 1995 - February 2012
Moore Capital Management January 1992 - January 1995
Intermarket Capital September 1990 - January 1992
Skills
Hedge Funds, Fixed Income, Middle Office, Fund Administration, Settlement, Management, Back Office, FX Options, Options, Equities, Derivatives, Bloomberg
Education
Bryant University 1986 — 1990
Bachelor of Business Administration (BBA), Accounting and Finance
SEI October 2013 - Present
BNY Mellon October 2012 - October 2013
International Fund Services (IFS) Ltd, A State Street Company January 1995 - February 2012
Moore Capital Management January 1992 - January 1995
Intermarket Capital September 1990 - January 1992
Skills
Hedge Funds, Fixed Income, Middle Office, Fund Administration, Settlement, Management, Back Office, FX Options, Options, Equities, Derivatives, Bloomberg
Education
Bryant University 1986 — 1990
Bachelor of Business Administration (BBA), Accounting and Finance
Bill Silverman Bill Silverman's SEI Experience January 2008 - March 2009
Job Owner, Springboard Business Coaching
Industry Professional Training & Coaching
Experience
Springboard Business Coaching March 2009 - Present
SEI January 2008 - March 2009
SEI May 2004 - March 2008
SEI Investments September 1999 - May 2004
CIGNA September 1996 - September 1999
CIGNA May 1995 - September 1996
CIGNA June 1992 - May 1995
Marriott International June 1986 - March 1992
Skills
Coaching, Competitive Analysis, Marketing Strategy, Strategy, Product Development, Training, Small Business, Market Research, Entrepreneurship, Management Consulting, Leadership Development, Marketing, Public Speaking, Business Strategy, New Business Development, Consulting, Project Planning, Data Analysis, Budgets, Management
Education
Bowling Green State University 1977 — 1982
Ph.D., Industrial/Organizational Psychology
University of Colorado Boulder 1973 — 1977
BA, Psychology
Springboard Business Coaching March 2009 - Present
SEI January 2008 - March 2009
SEI May 2004 - March 2008
SEI Investments September 1999 - May 2004
CIGNA September 1996 - September 1999
CIGNA May 1995 - September 1996
CIGNA June 1992 - May 1995
Marriott International June 1986 - March 1992
Skills
Coaching, Competitive Analysis, Marketing Strategy, Strategy, Product Development, Training, Small Business, Market Research, Entrepreneurship, Management Consulting, Leadership Development, Marketing, Public Speaking, Business Strategy, New Business Development, Consulting, Project Planning, Data Analysis, Budgets, Management
Education
Bowling Green State University 1977 — 1982
Ph.D., Industrial/Organizational Psychology
University of Colorado Boulder 1973 — 1977
BA, Psychology
Corey MacDougall Corey MacDougall's SEI Experience June 2015 - Present
Job Internal ETF Sales, Consultant of Global X Management Company at SEI
Industry Marketing and Advertising
Experience
SEI June 2015 - Present
SEI October 2014 - Present
JGWPT Holdings, LLC September 2012 - October 2014
Bank of America March 2012 - September 2012
Wells Fargo Financial May 2011 - August 2011
Ballamor Capital Management January 2009 - June 2010
Education
Cabrini College 2007 — 2011
Bachelors of Science, Marketing & Finance
SEI June 2015 - Present
SEI October 2014 - Present
JGWPT Holdings, LLC September 2012 - October 2014
Bank of America March 2012 - September 2012
Wells Fargo Financial May 2011 - August 2011
Ballamor Capital Management January 2009 - June 2010
Education
Cabrini College 2007 — 2011
Bachelors of Science, Marketing & Finance
Marilyn Steckiel Marilyn Steckiel's SEI Experience October 2014 - Present
Job Technology Solutions & Support Specialist at SEI
Industry Financial Services
Experience
SEI October 2014 - Present
Gateway Ticketing Systems June 2012 - September 2014
SEI October 2010 - June 2012
SEI February 2010 - October 2010
BMW Manufacturing January 2007 - December 2008
Skills
Root Cause Analysis, Problem Solving, Client Service, Project Management, Sales, Database Admin, Microsoft Excel, Microsoft Office, Trading, SQL, Purchasing, Process Improvement, Business Analysis, Six Sigma, Risk Management, Financial Analysis, Process Engineering, Data Analysis, Team Building, Team Leadership, Troubleshooting, Customer Service
Education
Bob Jones University 2003 — 2006
BS, Engineering Science
SEI October 2014 - Present
Gateway Ticketing Systems June 2012 - September 2014
SEI October 2010 - June 2012
SEI February 2010 - October 2010
BMW Manufacturing January 2007 - December 2008
Skills
Root Cause Analysis, Problem Solving, Client Service, Project Management, Sales, Database Admin, Microsoft Excel, Microsoft Office, Trading, SQL, Purchasing, Process Improvement, Business Analysis, Six Sigma, Risk Management, Financial Analysis, Process Engineering, Data Analysis, Team Building, Team Leadership, Troubleshooting, Customer Service
Education
Bob Jones University 2003 — 2006
BS, Engineering Science
Robert Chorpennning Robert Chorpennning's SEI Experience September 2012 - September 2014
Job Investment Associate
Industry Investment Management
Experience
Nuclear Electric Insurance Limited September 2014 - Present
SEI September 2012 - September 2014
Wegmans Food Markets 2008 - August 2012
Skills
Microsoft Excel, Hedge Funds, Bookkeeping, Time Management, Inventory Management, Customer Service, Microsoft Word, Customer Satisfaction, PowerPoint, Microsoft Office
Education
Bloomsburg University of Pennsylvania 2008 — 2012
Bachelor of Science (BS), Accounting
Nuclear Electric Insurance Limited September 2014 - Present
SEI September 2012 - September 2014
Wegmans Food Markets 2008 - August 2012
Skills
Microsoft Excel, Hedge Funds, Bookkeeping, Time Management, Inventory Management, Customer Service, Microsoft Word, Customer Satisfaction, PowerPoint, Microsoft Office
Education
Bloomsburg University of Pennsylvania 2008 — 2012
Bachelor of Science (BS), Accounting
Jeffrey Schell's SEI Experience February 2015 - Present
Job Relationship Manager at SEI
Industry Financial Services
Experience
SEI February 2015 - Present
SEI September 2013 - February 2015
SEI August 2011 - September 2013
SEI August 2009 - August 2011
SEI July 2008 - August 2009
Skills
Strategy, Project Management, Process Improvement, Business Operations, Relationship Management, Project Implementation, Quality Assurance, Customer Service, Client Relations, Asset Management, Vendor Management, Financial Services, Business Analysis, Banking, Investments, Equities, Management, Mutual Funds, Portfolio Management, Wealth Management
Education
Brown University 2004 — 2008
Bachelor's Degree, Commerce, Organizations and Entrepreneurship
SEI February 2015 - Present
SEI September 2013 - February 2015
SEI August 2011 - September 2013
SEI August 2009 - August 2011
SEI July 2008 - August 2009
Skills
Strategy, Project Management, Process Improvement, Business Operations, Relationship Management, Project Implementation, Quality Assurance, Customer Service, Client Relations, Asset Management, Vendor Management, Financial Services, Business Analysis, Banking, Investments, Equities, Management, Mutual Funds, Portfolio Management, Wealth Management
Education
Brown University 2004 — 2008
Bachelor's Degree, Commerce, Organizations and Entrepreneurship
Connor Tatlow Connor Tatlow's SEI Experience December 2010 - May 2013
Job Internal Sales Consultant at Franklin Square
Industry Financial Services
Experience
Franklin Square Capital Partners January 2015 - Present
Prudential Financial May 2013 - January 2015
SEI December 2010 - May 2013
Prudential Financial September 2010 - December 2010
InterContinental Hotels Group March 2009 - May 2009
Skills
Capital Markets, Investments, Mutual Funds, ETFs, Microsoft Excel, PowerPoint, Sales Support, Financial Reporting, Fund Accounting, Bloomberg Terminal, CRM, Financial Services, Financial Analysis
Education
Villanova University 2006 — 2010
Bachelor of Science, Business Management, Business Law and Corporate Governance
Boston University 2009 — 2009
BU Sydney Internship Program - Spring 2009
LaSalle College High School 2002 — 2006
Franklin Square Capital Partners January 2015 - Present
Prudential Financial May 2013 - January 2015
SEI December 2010 - May 2013
Prudential Financial September 2010 - December 2010
InterContinental Hotels Group March 2009 - May 2009
Skills
Capital Markets, Investments, Mutual Funds, ETFs, Microsoft Excel, PowerPoint, Sales Support, Financial Reporting, Fund Accounting, Bloomberg Terminal, CRM, Financial Services, Financial Analysis
Education
Villanova University 2006 — 2010
Bachelor of Science, Business Management, Business Law and Corporate Governance
Boston University 2009 — 2009
BU Sydney Internship Program - Spring 2009
LaSalle College High School 2002 — 2006
Jarrid Dekovitch Jarrid Dekovitch's SEI Experience January 2014 - October 2014
Job Treasury Analyst at DENTSPLY International
Industry Financial Services
Experience
DENTSPLY International October 2014 - Present
SEI January 2014 - October 2014
SEI March 2013 - January 2014
Susquehanna Bank August 2012 - March 2013
Bloomsburg University 2010 - 2012
Skills
Microsoft Office, Mathematics, Statistics, Economics, SPSS, Research, Data Analysis, PowerPoint, Microsoft Excel, Banking, Analysis, Customer Service, Financial Analysis
Education
Bloomsburg University of Pennsylvania 2008 — 2012
Bachelor of Arts (B.A.), Economics
Brandywine Heights Area High School 2004 — 2008
DENTSPLY International October 2014 - Present
SEI January 2014 - October 2014
SEI March 2013 - January 2014
Susquehanna Bank August 2012 - March 2013
Bloomsburg University 2010 - 2012
Skills
Microsoft Office, Mathematics, Statistics, Economics, SPSS, Research, Data Analysis, PowerPoint, Microsoft Excel, Banking, Analysis, Customer Service, Financial Analysis
Education
Bloomsburg University of Pennsylvania 2008 — 2012
Bachelor of Arts (B.A.), Economics
Brandywine Heights Area High School 2004 — 2008
Diana Lovell Diana Lovell's SEI Experience January 2015 - Present
Job Fund Accountant at SEI
Industry Marketing and Advertising
Experience
SEI January 2015 - Present
Berwick Offray August 2012 - December 2014
Nordstrom May 2012 - January 2013
Harris Bouquet and Creations March 2008 - January 2012
Skills
Time Management, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Customer Service, Research, Financial Analysis, Public Speaking, English, Leadership, Management, Retail
Education
Bloomsburg University of Pennsylvania 2012 — 2013
Bachelor, Finance, Senior
Camden County College 2009 — 2011
Associates, Business Administration
SEI January 2015 - Present
Berwick Offray August 2012 - December 2014
Nordstrom May 2012 - January 2013
Harris Bouquet and Creations March 2008 - January 2012
Skills
Time Management, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Customer Service, Research, Financial Analysis, Public Speaking, English, Leadership, Management, Retail
Education
Bloomsburg University of Pennsylvania 2012 — 2013
Bachelor, Finance, Senior
Camden County College 2009 — 2011
Associates, Business Administration
Skip Corkran Skip Corkran's SEI Experience 1992 - 1995
Job Institutional Client Service and Businesss Development at Delaware Investments
Industry Investment Management
Experience
BlackRock March 2001 - November 2011
Unisys 1995 - 1999
SEI 1992 - 1995
PNC 1986 - 1990
Skills
Alternative Investments, Fixed Income, Equity, Investment Management, Equities, High Yield, Relationship Management, Institutional..., Superior Client Service, Investment Strategies, Capital Markets, Business Development, Asset Allocation, Strategy, Investments, Hedge Funds, Asset Management, Mutual Funds
Education
Columbia University - Columbia Business School 1990 — 1992
MBA, Finance, Investment Management
Bucknell University 1982 — 1986
BA, Political Science / Economics
The Haverford School
BlackRock March 2001 - November 2011
Unisys 1995 - 1999
SEI 1992 - 1995
PNC 1986 - 1990
Skills
Alternative Investments, Fixed Income, Equity, Investment Management, Equities, High Yield, Relationship Management, Institutional..., Superior Client Service, Investment Strategies, Capital Markets, Business Development, Asset Allocation, Strategy, Investments, Hedge Funds, Asset Management, Mutual Funds
Education
Columbia University - Columbia Business School 1990 — 1992
MBA, Finance, Investment Management
Bucknell University 1982 — 1986
BA, Political Science / Economics
The Haverford School
Christine Martuscello Christine Martuscello's SEI Experience July 2013 - March 2015
Job Securities Regulation Professional
Industry Financial Services
Experience
SEI July 2013 - March 2015
Wells Fargo February 2012 - June 2013
FINRA Financial Industry Regulatory Authority January 2010 - October 2011
Philadelphia Stock Exchange March 2004 - June 2009
Knight Trading Group 2001 - 2002
Preferred Capital Markets 2000 - 2001
Pacific Exchange 1997 - 2000
Bear Stearns 1993 - 1997
Skills
Compliance, Equities, Options, Trading, Derivatives, Securities
Education
Cabrillo College
Montgomery County Community College
State University of New York College at Plattsburgh
SEI July 2013 - March 2015
Wells Fargo February 2012 - June 2013
FINRA Financial Industry Regulatory Authority January 2010 - October 2011
Philadelphia Stock Exchange March 2004 - June 2009
Knight Trading Group 2001 - 2002
Preferred Capital Markets 2000 - 2001
Pacific Exchange 1997 - 2000
Bear Stearns 1993 - 1997
Skills
Compliance, Equities, Options, Trading, Derivatives, Securities
Education
Cabrillo College
Montgomery County Community College
State University of New York College at Plattsburgh
Bruce Speca's SEI Experience November 2011 - Present
Job Member Board of Directors at Expect Miracles Foundation Financial Services Against Cancer
Industry Financial Services
Experience
SEI November 2011 - Present
Expect Miracles Foundation - Financial Services Against Cancer 2005 - Present
Manulife Asset Management June 2010 - May 2011
John Hancock Financial Services June 2003 - June 2010
Pioneer Investments June 2001 - April 2002
Mutualfunds.com October 1999 - December 2000
New England Funds 1998 - 1999
Education
Univesity of Chicago 1978 — 1980
MBA, Finance/Marketing
Boston College 1974 — 1978
B.S., Marketing
SEI November 2011 - Present
Expect Miracles Foundation - Financial Services Against Cancer 2005 - Present
Manulife Asset Management June 2010 - May 2011
John Hancock Financial Services June 2003 - June 2010
Pioneer Investments June 2001 - April 2002
Mutualfunds.com October 1999 - December 2000
New England Funds 1998 - 1999
Education
Univesity of Chicago 1978 — 1980
MBA, Finance/Marketing
Boston College 1974 — 1978
B.S., Marketing
Matt Umstead Matt Umstead's SEI Experience February 2013 - November 2013
Job Logistics Manager at All Rack LLC
Industry Mechanical or Industrial Engineering
Experience
All Rack LLC November 2013 - Present
SEI February 2013 - November 2013
WEBstaurantStore.com May 2012 - February 2013
Skills
Logistics, Management, Supply Chain, Customer Service, Microsoft Office, Warehousing, Logistics Management, Operations Management, Microsoft Excel, Microsoft Word, Purchasing, Supply Chain Management, Shipping, Supply Chain..., Reverse Logistics, Social Media, Account Management, Operational Planning, 3rd Party Relationships, Contract Management, Sage 50
Education
Bloomsburg University of Pennsylvania 2008 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General
Bloomsburg University of Pennsylvania 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
All Rack LLC November 2013 - Present
SEI February 2013 - November 2013
WEBstaurantStore.com May 2012 - February 2013
Skills
Logistics, Management, Supply Chain, Customer Service, Microsoft Office, Warehousing, Logistics Management, Operations Management, Microsoft Excel, Microsoft Word, Purchasing, Supply Chain Management, Shipping, Supply Chain..., Reverse Logistics, Social Media, Account Management, Operational Planning, 3rd Party Relationships, Contract Management, Sage 50
Education
Bloomsburg University of Pennsylvania 2008 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General
Bloomsburg University of Pennsylvania 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Regina Cilli Regina Cilli's SEI Experience December 2014 - Present
Job Analyst at SEI
Industry Marketing and Advertising
Experience
SEI December 2014 - Present
Keller Williams Realty Devon-Wayne December 2013 - December 2014
Vanguard February 2012 - December 2013
Vanguard July 2011 - February 2012
Shamlian Advertising January 2011 - May 2011
Cabrini College 2009 - 2010
Vans 2005 - 2007
Skills
Strategy, Facebook, Market Research, Social Media, PowerPoint, Product Development, Microsoft Excel, Sales, Social Networking, Leadership, Public Speaking, Marketing, Microsoft Word, Outlook
Education
Cabrini College 2009 — 2011
Bachelors of Science, Marketing, Finance, Advertising
SEI December 2014 - Present
Keller Williams Realty Devon-Wayne December 2013 - December 2014
Vanguard February 2012 - December 2013
Vanguard July 2011 - February 2012
Shamlian Advertising January 2011 - May 2011
Cabrini College 2009 - 2010
Vans 2005 - 2007
Skills
Strategy, Facebook, Market Research, Social Media, PowerPoint, Product Development, Microsoft Excel, Sales, Social Networking, Leadership, Public Speaking, Marketing, Microsoft Word, Outlook
Education
Cabrini College 2009 — 2011
Bachelors of Science, Marketing, Finance, Advertising
Kyle Leidheiser Kyle Leidheiser's SEI Experience June 2015 - Present
Job Student at Bucknell University
Industry
Experience
SEI June 2015 - Present
USLI May 2013 - January 2015
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Photoshop, Social Media, English
Education
Bucknell University 2012 — 2016
Episcopal Academy (high school) 2008 — 2012
SEI June 2015 - Present
USLI May 2013 - January 2015
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Photoshop, Social Media, English
Education
Bucknell University 2012 — 2016
Episcopal Academy (high school) 2008 — 2012
Tom Lubowe Tom Lubowe's SEI Experience June 2015 - Present
Job IMS Solutions Associate at SEI
Industry Financial Services
Experience
SEI June 2015 - Present
Bucknell University Student Calling Program March 2014 - April 2015
Bucknell University Student Calling Program January 2013 - April 2015
Gabelli & Partners July 2014 - August 2014
Bucknell University May 2014 - June 2014
Forex Signs Inc. May 2013 - August 2013
Bucknell University December 2011 - May 2012
Skills
Equity Trading, FX trading, Trading Strategies, Business Economics, Data-driven Decision..., Microsoft Word, Microsoft Excel, PowerPoint, Investments, Commodity, Bloomberg Terminal, Alternative Investments, Investment Management, Asset Management, Equity Valuation, Equities, Economics, Public Speaking
Education
Bucknell University 2011 — 2015
Bachelor of Arts (B.A.), Economics
Sage Hill School 2007 — 2011
SEI June 2015 - Present
Bucknell University Student Calling Program March 2014 - April 2015
Bucknell University Student Calling Program January 2013 - April 2015
Gabelli & Partners July 2014 - August 2014
Bucknell University May 2014 - June 2014
Forex Signs Inc. May 2013 - August 2013
Bucknell University December 2011 - May 2012
Skills
Equity Trading, FX trading, Trading Strategies, Business Economics, Data-driven Decision..., Microsoft Word, Microsoft Excel, PowerPoint, Investments, Commodity, Bloomberg Terminal, Alternative Investments, Investment Management, Asset Management, Equity Valuation, Equities, Economics, Public Speaking
Education
Bucknell University 2011 — 2015
Bachelor of Arts (B.A.), Economics
Sage Hill School 2007 — 2011
Emily Apathy's SEI Experience May 2013 - August 2013
Job Assurance Intern at PwC
Industry
Experience
PwC June 2014 - Present
SEI May 2013 - August 2013
SEI January 2013 - January 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Social Media, Teamwork, English, Team Leadership
Education
Bucknell University 2011 — 2015
BSBA, Accounting and Financial Management
Conestoga High School 2007 — 2011
PwC June 2014 - Present
SEI May 2013 - August 2013
SEI January 2013 - January 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Social Media, Teamwork, English, Team Leadership
Education
Bucknell University 2011 — 2015
BSBA, Accounting and Financial Management
Conestoga High School 2007 — 2011
Stephanie Kneeland Stephanie Kneeland's SEI Experience June 2001 - June 2002
Job Administrative Professional
Industry Biotechnology
Experience
FORMA Therapeutics April 2013 - October 2013
Interpole Dance July 2011 - December 2012
Inlingua Frankfurt September 2011 - July 2012
Randstad July 2009 - July 2010
Protege Partners October 2007 - February 2009
The Renfrew Center July 2002 - May 2005
SEI June 2001 - June 2002
Skills
Teaching, Microsoft Office, Public Speaking, Research, Customer Service, Microsoft Excel, PowerPoint, Curriculum Design, Microsoft Word, Curriculum Development
Education
Bryn Mawr College
Master of Social Service, Master of Law & Social Policy
Messiah College
Bachelor of Arts (B.A.), Family Studies
FORMA Therapeutics April 2013 - October 2013
Interpole Dance July 2011 - December 2012
Inlingua Frankfurt September 2011 - July 2012
Randstad July 2009 - July 2010
Protege Partners October 2007 - February 2009
The Renfrew Center July 2002 - May 2005
SEI June 2001 - June 2002
Skills
Teaching, Microsoft Office, Public Speaking, Research, Customer Service, Microsoft Excel, PowerPoint, Curriculum Design, Microsoft Word, Curriculum Development
Education
Bryn Mawr College
Master of Social Service, Master of Law & Social Policy
Messiah College
Bachelor of Arts (B.A.), Family Studies
Kevin McCollester Kevin McCollester's SEI Experience April 1990 - March 1997
Job Experienced Securities Processing Systems Executive
Industry Computer Software
Experience
Vertical Management Systems September 2003 - May 2015
SEI Investments March 1997 - September 2003
SEI April 1990 - March 1997
SEI October 1983 - April 1990
Skills
Portfolio Management, Mutual Funds, Vendor Management, 401k, Securities, Product Management, Wealth Management, Alternative Investments, SQL, Investments, Microsoft SQL Server, Management, Financial Services, Business Analysis, Risk Management, Asset Management, Process Improvement, Equities, Fixed Income, Project Management, Strategy, Integration, Software Development
Education
Bucknell University 1979 — 1983
Bachelor of Arts, Mathematics
Vertical Management Systems September 2003 - May 2015
SEI Investments March 1997 - September 2003
SEI April 1990 - March 1997
SEI October 1983 - April 1990
Skills
Portfolio Management, Mutual Funds, Vendor Management, 401k, Securities, Product Management, Wealth Management, Alternative Investments, SQL, Investments, Microsoft SQL Server, Management, Financial Services, Business Analysis, Risk Management, Asset Management, Process Improvement, Equities, Fixed Income, Project Management, Strategy, Integration, Software Development
Education
Bucknell University 1979 — 1983
Bachelor of Arts, Mathematics
Brian Taney, MBA, PMP Brian Taney, MBA, PMP's SEI Experience January 2014 - Present
Job
Industry Financial Services
Experience
SEI January 2014 - Present
Education
Villanova University 2007 — 2009
MBA
Bob Jones University 1996 — 2000
BS of Science, Financial Management
SEI January 2014 - Present
Education
Villanova University 2007 — 2009
MBA
Bob Jones University 1996 — 2000
BS of Science, Financial Management
Brandon Bailey Brandon Bailey's SEI Experience July 2006 - March 2009
Job Chief Operating Officer
Industry Financial Services
Experience
Magnum Opus Federal Corporation February 2012 - Present
E Mortgage Management LLC September 2009 - April 2012
SEI July 2006 - March 2009
Skills
Recruiting, Investments, Sales Operations, Sales Process, Mentoring, Leadership, Olympic Lifting, Sales Management..., Financial Services, Creative Problem Solving, Collaborative Problem..., Contingency Planning, Residential Mortgages, Mortgage Brokers, FHA financing, Fannie Mae, Mortgage Marketing, Mediation, Business Decision Making, Mortgage Banking, FHA, Loan Origination, VA loans, Refinance, Reverse Mortgages, USDA, Real Estate Economics, FHA Financing
Education
Bucknell University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations, Major 3.30
Magnum Opus Federal Corporation February 2012 - Present
E Mortgage Management LLC September 2009 - April 2012
SEI July 2006 - March 2009
Skills
Recruiting, Investments, Sales Operations, Sales Process, Mentoring, Leadership, Olympic Lifting, Sales Management..., Financial Services, Creative Problem Solving, Collaborative Problem..., Contingency Planning, Residential Mortgages, Mortgage Brokers, FHA financing, Fannie Mae, Mortgage Marketing, Mediation, Business Decision Making, Mortgage Banking, FHA, Loan Origination, VA loans, Refinance, Reverse Mortgages, USDA, Real Estate Economics, FHA Financing
Education
Bucknell University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations, Major 3.30
Kimberly Pelcin's SEI Experience February 1999 - December 2001
Job Real Estate/Legal
Industry Real Estate
Experience
Riley Riper Hollin & Colagreco May 2009 - April 2013
Green & Seifter Attorneys, PLLC January 2002 - November 2004
SEI February 1999 - December 2001
SEI February 1998 - February 1999
Blank Rome LLP 1996 - 1998
Skills
Corporate Law, Sales Presentations, SEC filings, Real Estate Transactions, Legal Research, Litigation Support, Sales Management, Product Marketing, Real Estate
Education
Pennsylvania State University
Paralegal Degree
Cabrini College
B.A., Organizational Management
Riley Riper Hollin & Colagreco May 2009 - April 2013
Green & Seifter Attorneys, PLLC January 2002 - November 2004
SEI February 1999 - December 2001
SEI February 1998 - February 1999
Blank Rome LLP 1996 - 1998
Skills
Corporate Law, Sales Presentations, SEC filings, Real Estate Transactions, Legal Research, Litigation Support, Sales Management, Product Marketing, Real Estate
Education
Pennsylvania State University
Paralegal Degree
Cabrini College
B.A., Organizational Management
Allison FitzPatrick Carey Allison FitzPatrick Carey's SEI Experience October 2014 - Present
Job Product Manager at SEI
Industry Higher Education
Experience
SEI October 2014 - Present
Mary Kay Independent Business Owner May 2013 - Present
SEI July 2012 - September 2014
SEI June 2010 - July 2012
Synergy Environmental Inc. June 2010 - August 2010
Bucknell University August 2009 - May 2010
Bucknell University August 2008 - May 2009
Waynesborough Country Club June 2004 - August 2008
Skills
Research, Microsoft Excel, Microsoft Office, Microsoft Word, Fundraising, Data Analysis, International Relations, Sales, Client Relations, Configuration Management, Relationship Management
Education
Bucknell University 2006 — 2010
BA, International Relations
SEI October 2014 - Present
Mary Kay Independent Business Owner May 2013 - Present
SEI July 2012 - September 2014
SEI June 2010 - July 2012
Synergy Environmental Inc. June 2010 - August 2010
Bucknell University August 2009 - May 2010
Bucknell University August 2008 - May 2009
Waynesborough Country Club June 2004 - August 2008
Skills
Research, Microsoft Excel, Microsoft Office, Microsoft Word, Fundraising, Data Analysis, International Relations, Sales, Client Relations, Configuration Management, Relationship Management
Education
Bucknell University 2006 — 2010
BA, International Relations
Jacob Weber's SEI Experience June 2014 - March 2015
Job Software Developer
Industry Computer Software
Experience
Equus Software April 2015 - Present
SEI June 2014 - March 2015
Bloomsburg University September 2012 - May 2014
PPL Corporation May 2013 - August 2013
Giant Food June 2009 - August 2012
Skills
Programming, ASP.NET, VB.NET, Java, Software Development, Web Development, PLSQL, Android Development, C++, JavaScript, Linux, SQL, HTML, Leadership, C, Python, Learning, Public Speaking, Algorithms, C#, PL/SQL, VBScript, AJAX, JSP, Spring Batch
Education
Bloomsburg University of Pennsylvania 2010 — 2014
Bachelor of Science (B.S.), Computer Science
Methacton Highschool
Equus Software April 2015 - Present
SEI June 2014 - March 2015
Bloomsburg University September 2012 - May 2014
PPL Corporation May 2013 - August 2013
Giant Food June 2009 - August 2012
Skills
Programming, ASP.NET, VB.NET, Java, Software Development, Web Development, PLSQL, Android Development, C++, JavaScript, Linux, SQL, HTML, Leadership, C, Python, Learning, Public Speaking, Algorithms, C#, PL/SQL, VBScript, AJAX, JSP, Spring Batch
Education
Bloomsburg University of Pennsylvania 2010 — 2014
Bachelor of Science (B.S.), Computer Science
Methacton Highschool
Danielle Giangreco Danielle Giangreco's SEI Experience December 2011 - October 2012
Job Manager Contract Administration at American Red Cross
Industry Financial Services
Experience
American Red Cross April 2013 - Present
Citco Fund Services October 2012 - April 2013
SEI December 2011 - October 2012
SEI December 2005 - December 2011
SEI July 2005 - December 2005
GMAC ResCap December 2004 - July 2005
SEI March 2003 - December 2004
SEI December 2000 - March 2003
Skills
Fund Accounting, Financial Reporting, Accounting, Cash Flow, Financial Accounting, SOX, Financial Analysis, Reconciliation, Excel, Word, Microsoft Office, GAAP, SEC reporting, PowerPoint, US GAAP, Financial Statements, Internal Controls, Financial Audits, Variance Analysis, Fund Administration, Hedge Funds, Financial Services, Journal Entries, External Audit, Mutual Funds, Hedge Accounting, Fund Of Funds, Alternative Investments, Derivatives, Private Equity, Financial Forecasting, Bank Reconciliation, Accruals, Cost Accounting, Analysis, Finance, Financial Statement..., Account Reconciliation, Microsoft Excel, Microsoft Word, SEC filings, Sarbanes-Oxley Act, Tax
Education
Cabrini College 1997 — 2001
Bachelor, Accounting
American Red Cross April 2013 - Present
Citco Fund Services October 2012 - April 2013
SEI December 2011 - October 2012
SEI December 2005 - December 2011
SEI July 2005 - December 2005
GMAC ResCap December 2004 - July 2005
SEI March 2003 - December 2004
SEI December 2000 - March 2003
Skills
Fund Accounting, Financial Reporting, Accounting, Cash Flow, Financial Accounting, SOX, Financial Analysis, Reconciliation, Excel, Word, Microsoft Office, GAAP, SEC reporting, PowerPoint, US GAAP, Financial Statements, Internal Controls, Financial Audits, Variance Analysis, Fund Administration, Hedge Funds, Financial Services, Journal Entries, External Audit, Mutual Funds, Hedge Accounting, Fund Of Funds, Alternative Investments, Derivatives, Private Equity, Financial Forecasting, Bank Reconciliation, Accruals, Cost Accounting, Analysis, Finance, Financial Statement..., Account Reconciliation, Microsoft Excel, Microsoft Word, SEC filings, Sarbanes-Oxley Act, Tax
Education
Cabrini College 1997 — 2001
Bachelor, Accounting
Brian Kinsella's SEI Experience July 2007 - June 2010
Job Director, Institutional Business Development at Causeway Capital Management LLC
Industry Financial Services
Experience
Causeway Capital Management LLC August 2014 - Present
Innovest Portfolio Solutions May 2012 - July 2014
GVC Capital LLC June 2011 - May 2012
SEI July 2007 - June 2010
Skills
Valuation, Investments, Alternative Investments, Financial Modeling, Hedge Funds, Bloomberg, Marketing, Data Analysis, Business Strategy, Business Planning, Competitive Analysis, Asset Management, Equities, Strategic Planning, Business Development, Strategy, Mutual Funds, Asset Allocation, Due Diligence, Private Equity, Portfolio Management, Corporate Finance, Investment Management
Education
University of Colorado at Boulder - Leeds School of Business 2010 — 2012
MBA, Finance
Boston College - Carroll School of Management 2003 — 2007
Bachelor's Degree, Dual Major: Finance and Marketing
Malvern Prep 1999 — 2003
Causeway Capital Management LLC August 2014 - Present
Innovest Portfolio Solutions May 2012 - July 2014
GVC Capital LLC June 2011 - May 2012
SEI July 2007 - June 2010
Skills
Valuation, Investments, Alternative Investments, Financial Modeling, Hedge Funds, Bloomberg, Marketing, Data Analysis, Business Strategy, Business Planning, Competitive Analysis, Asset Management, Equities, Strategic Planning, Business Development, Strategy, Mutual Funds, Asset Allocation, Due Diligence, Private Equity, Portfolio Management, Corporate Finance, Investment Management
Education
University of Colorado at Boulder - Leeds School of Business 2010 — 2012
MBA, Finance
Boston College - Carroll School of Management 2003 — 2007
Bachelor's Degree, Dual Major: Finance and Marketing
Malvern Prep 1999 — 2003
Mollie Loughlin Kerins Mollie Loughlin Kerins's SEI Experience February 2008 - Present
Job Marketing Specialist at SEI
Industry Financial Services
Experience
SEI February 2008 - Present
Education
Cabrini College 2005 — 2007
Bachelor of Science (B.S.), Psychology
The Catholic University of America 2002 — 2004
Psychology
Academy of Notre Dame 1998 — 2002
SEI February 2008 - Present
Education
Cabrini College 2005 — 2007
Bachelor of Science (B.S.), Psychology
The Catholic University of America 2002 — 2004
Psychology
Academy of Notre Dame 1998 — 2002
Daniel Dietrich Daniel Dietrich's SEI Experience July 2012 - Present
Job Alternative Investments Analyst
Industry Financial Services
Experience
SEI July 2012 - Present
The Franklin Institute May 2011 - August 2011
PA Department of Labor and Industry May 2010 - July 2010
Hatboro Medical Association January 2010 - January 2010
Skills
Excel, PowerPoint, Microsoft Office, Writing, Problem Solving, Word, Economics, Microsoft Excel, Microsoft Word, Research
Education
Villanova School of Business 2014 — 2017
Master of Business Administration (M.B.A.), Finance
Bucknell University 2008 — 2012
B.A., Economics, Political Science
SEI July 2012 - Present
The Franklin Institute May 2011 - August 2011
PA Department of Labor and Industry May 2010 - July 2010
Hatboro Medical Association January 2010 - January 2010
Skills
Excel, PowerPoint, Microsoft Office, Writing, Problem Solving, Word, Economics, Microsoft Excel, Microsoft Word, Research
Education
Villanova School of Business 2014 — 2017
Master of Business Administration (M.B.A.), Finance
Bucknell University 2008 — 2012
B.A., Economics, Political Science
William J. Steiger, Jr. William J. Steiger, Jr.'s SEI Experience August 2012 - Present
Job Mutual Fund Analyst II at SEI
Industry Accounting
Experience
SEI August 2012 - Present
SolarSense LLC / Alternative Energy Development Group May 2011 - August 2013
SEI April 2012 - August 2012
Citco Fund Services October 2011 - March 2012
TD Bank Group February 2011 - October 2011
Office Depot August 2007 - February 2011
Giant Food August 2004 - June 2007
Giant Food August 2004 - June 2007
Skills
Financial Reporting, Bloomberg Terminal, Hedge Accounting, Hedge Funds, Excel, Word, Outlook, Wire Transfers, Switches, Web Design, Mutual Funds, Finance, Account Reconciliation, Microsoft Office, Financial Services, Fund Accounting, Derivatives, GAAP, Cash Flow, US GAAP, PowerPoint, Microsoft Excel
Education
Cabrini College 2007 — 2011
Bachelor of Science, Accounting
SEI August 2012 - Present
SolarSense LLC / Alternative Energy Development Group May 2011 - August 2013
SEI April 2012 - August 2012
Citco Fund Services October 2011 - March 2012
TD Bank Group February 2011 - October 2011
Office Depot August 2007 - February 2011
Giant Food August 2004 - June 2007
Giant Food August 2004 - June 2007
Skills
Financial Reporting, Bloomberg Terminal, Hedge Accounting, Hedge Funds, Excel, Word, Outlook, Wire Transfers, Switches, Web Design, Mutual Funds, Finance, Account Reconciliation, Microsoft Office, Financial Services, Fund Accounting, Derivatives, GAAP, Cash Flow, US GAAP, PowerPoint, Microsoft Excel
Education
Cabrini College 2007 — 2011
Bachelor of Science, Accounting
Zachary Womack Zachary Womack's SEI Experience January 2013 - Present
Job Development/Project Manager at SEI Investments
Industry Financial Services
Experience
SEI January 2013 - Present
SEI February 2011 - December 2012
SEI January 2007 - January 2011
SEI January 2005 - December 2006
SEI October 2003 - December 2004
SEI January 2003 - September 2003
Skills
SDLC, SharePoint, Agile Methodologies, Project Management, Development Management, Manage Client..., Financial Services, MS Project, Rally
Education
Lehigh University 2007 — 2009
MBA, Technology Management
Bloomsburg University of Pennsylvania 1998 — 2002
BSBA, Finance, Economics
SEI January 2013 - Present
SEI February 2011 - December 2012
SEI January 2007 - January 2011
SEI January 2005 - December 2006
SEI October 2003 - December 2004
SEI January 2003 - September 2003
Skills
SDLC, SharePoint, Agile Methodologies, Project Management, Development Management, Manage Client..., Financial Services, MS Project, Rally
Education
Lehigh University 2007 — 2009
MBA, Technology Management
Bloomsburg University of Pennsylvania 1998 — 2002
BSBA, Finance, Economics
Dwayne Monroe Dwayne Monroe's SEI Experience 2006 - February 2009
Job Information Systems Lead, Nifelheim Heavy Industries
Industry Computer & Network Security
Experience
Nifelheim Heavy Industries September 2009 - Present
Anexinet Corp January 2005 - May 2009
SEI 2006 - February 2009
Community Behavioral Health 2005 - 2006
Rohm and Haas 1998 - 2000
Actium Corp. 1994 - 2000
Education
Cabrini College
University of Pennsylvania
Nifelheim Heavy Industries September 2009 - Present
Anexinet Corp January 2005 - May 2009
SEI 2006 - February 2009
Community Behavioral Health 2005 - 2006
Rohm and Haas 1998 - 2000
Actium Corp. 1994 - 2000
Education
Cabrini College
University of Pennsylvania
Matt McAndrew Matt McAndrew's SEI Experience May 2011 - February 2014
Job Financial Accounting Analyst at Citi
Industry Financial Services
Experience
Citi February 2014 - Present
SEI May 2011 - February 2014
Skills
Accounting, Finance, Financial Reporting, Internal Controls, Sarbanes-Oxley Act, Financial Analysis, Account Reconciliation, Financial Accounting, General Ledger, Auditing, GAAP, Variance Analysis, US GAAP, Financial Statements, IFRS, Accounts Payable, Internal Audit, Tax, Accounts Receivable, Consolidation, Cash Flow, Financial Modeling
Education
Bloomsburg University of Pennsylvania 2007 — 2011
Bachelor's degree, Accounting
Citi February 2014 - Present
SEI May 2011 - February 2014
Skills
Accounting, Finance, Financial Reporting, Internal Controls, Sarbanes-Oxley Act, Financial Analysis, Account Reconciliation, Financial Accounting, General Ledger, Auditing, GAAP, Variance Analysis, US GAAP, Financial Statements, IFRS, Accounts Payable, Internal Audit, Tax, Accounts Receivable, Consolidation, Cash Flow, Financial Modeling
Education
Bloomsburg University of Pennsylvania 2007 — 2011
Bachelor's degree, Accounting
Michael Kroener ★ Michael Kroener ★'s SEI Experience June 2012 - September 2013
Job Regional Sales Manager at eMoney AdvisorLeveraging Technology to Enhance the Advisor / Client Relationship
Industry Financial Services
Experience
eMoney Advisor May 2014 - Present
Juvenile Diabetes Research Foundation May 2012 - Present
eMoney Advisor September 2013 - May 2014
SEI June 2012 - September 2013
Jobspring Partners February 2011 - June 2012
Payne Capital Management May 2010 - November 2010
MetLife Financial Services June 2009 - August 2009
Skills
Investments, Financial Planning, Sales, Sales Management, Leadership, Motivational Speaking, Marketing, Finance, Money Management
Education
Cabrini College 2006 — 2010
Marketing, Finance and Financial Management Services
Wissahickon High School
eMoney Advisor May 2014 - Present
Juvenile Diabetes Research Foundation May 2012 - Present
eMoney Advisor September 2013 - May 2014
SEI June 2012 - September 2013
Jobspring Partners February 2011 - June 2012
Payne Capital Management May 2010 - November 2010
MetLife Financial Services June 2009 - August 2009
Skills
Investments, Financial Planning, Sales, Sales Management, Leadership, Motivational Speaking, Marketing, Finance, Money Management
Education
Cabrini College 2006 — 2010
Marketing, Finance and Financial Management Services
Wissahickon High School
Roberto , Dwayne Monroe's SEI Experience January 2007 - August 2009
Job Office 365 Solutions Architect McGraw Hill Education
Industry Publishing
Experience
McGraw-Hill Education October 2014 - Present
MedRisk, Inc. January 2012 - August 2014
MetLife February 2011 - January 2012
Project Management Institute January 2010 - December 2011
SEI January 2007 - August 2009
Anexinet 1995 - 2008
Anexinet 1995 - 2008
Education
University of Pennsylvania 1991 — 1993
Mathematical Statistics and Probability
Cabrini College
Bachelor of Science (BS), Sociology
McGraw-Hill Education October 2014 - Present
MedRisk, Inc. January 2012 - August 2014
MetLife February 2011 - January 2012
Project Management Institute January 2010 - December 2011
SEI January 2007 - August 2009
Anexinet 1995 - 2008
Anexinet 1995 - 2008
Education
University of Pennsylvania 1991 — 1993
Mathematical Statistics and Probability
Cabrini College
Bachelor of Science (BS), Sociology
Thomas Haak's SEI Experience July 2001 - July 2007
Job Director, Affinity Programs at GMH Ventures
Industry Venture Capital & Private Equity
Experience
GMH Ventures December 2014 - Present
GMH Mortgage Services LLC March 2012 - November 2014
GMH Mortgage Services LLC December 2009 - February 2012
GMH Capital Partners July 2007 - November 2009
SEI July 2001 - July 2007
Education
Boston College 1997 — 2001
Boston College - Wallace E. Carroll Graduate School of Management 1997 — 2001
Bachelor of Science (BS), Finance, General
GMH Ventures December 2014 - Present
GMH Mortgage Services LLC March 2012 - November 2014
GMH Mortgage Services LLC December 2009 - February 2012
GMH Capital Partners July 2007 - November 2009
SEI July 2001 - July 2007
Education
Boston College 1997 — 2001
Boston College - Wallace E. Carroll Graduate School of Management 1997 — 2001
Bachelor of Science (BS), Finance, General
Pam Auchenbach Pam Auchenbach's SEI Experience June 2006 - Present
Job Manager at SEI
Industry Financial Services
Experience
SEI June 2006 - Present
Skills
Accounting, Banking, Business Analysis, Financial Analysis, Financial Reporting, Financial Services, Investments, Process Improvement
Education
Bloomsburg University of Pennsylvania 1980 — 1984
BS Business Administration, Accounting
SEI June 2006 - Present
Skills
Accounting, Banking, Business Analysis, Financial Analysis, Financial Reporting, Financial Services, Investments, Process Improvement
Education
Bloomsburg University of Pennsylvania 1980 — 1984
BS Business Administration, Accounting
Nicholas Casey Nicholas Casey's SEI Experience June 2012 - October 2013
Job Cash Analyst at Ace Group
Industry Accounting
Experience
ACE Group October 2013 - Present
SEI June 2012 - October 2013
United States Liability Insurance Group May 2010 - June 2012
Skills
Financial Reporting, Financial Accounting, Financial Analysis, Finance, Auditing, Account Reconciliation, Microsoft Excel, Accounting, Access, QuickBooks, GAAP, Financial Statements, Tax
Education
Cabrini College 2009 — 2012
Accounting, Finance
ACE Group October 2013 - Present
SEI June 2012 - October 2013
United States Liability Insurance Group May 2010 - June 2012
Skills
Financial Reporting, Financial Accounting, Financial Analysis, Finance, Auditing, Account Reconciliation, Microsoft Excel, Accounting, Access, QuickBooks, GAAP, Financial Statements, Tax
Education
Cabrini College 2009 — 2012
Accounting, Finance
Brock Williamson, CFP® Brock Williamson, CFP®'s SEI Experience 2004 - 2007
Job Wealth Advisor
Industry Financial Services
Experience
Owner Promontory Financial Planning, LLC January 2015 - Present
SEI Regional Investment Consultant September 2007 - December 2014
SEI 2004 - 2007
Skills
Investments, Financial Planning, Mutual Funds, Finance, Retirement Planning, Asset Management, Investment Strategies, Retirement, Wealth Management, Management
Education
St. Joseph's University 2005 — 2006
Master’s Degree, Finance
Bucknell University 2002 — 2004
Bachelor’s Degree, Business/Managerial Economics
Preston High School
Owner Promontory Financial Planning, LLC January 2015 - Present
SEI Regional Investment Consultant September 2007 - December 2014
SEI 2004 - 2007
Skills
Investments, Financial Planning, Mutual Funds, Finance, Retirement Planning, Asset Management, Investment Strategies, Retirement, Wealth Management, Management
Education
St. Joseph's University 2005 — 2006
Master’s Degree, Finance
Bucknell University 2002 — 2004
Bachelor’s Degree, Business/Managerial Economics
Preston High School
Jontue Long's SEI Experience July 2001 - October 2005
Job Partner at Cornerstone Sports Advisory Group
Industry Financial Services
Experience
Cornerstone Sports Advisory Group January 2014 - Present
Momentum Advisors January 2012 - December 2013
The Legacy Group January 2006 - December 2011
SEI July 2001 - October 2005
Skills
Investments, Management Consulting, Financial Analysis, Business Strategy, Corporate Finance
Education
Duke University - The Fuqua School of Business 2013 — 2014
Master of Business Administration (MBA), Marketing
Bucknell University 1997 — 2001
Bachelor's degree, Accounting
Cornerstone Sports Advisory Group January 2014 - Present
Momentum Advisors January 2012 - December 2013
The Legacy Group January 2006 - December 2011
SEI July 2001 - October 2005
Skills
Investments, Management Consulting, Financial Analysis, Business Strategy, Corporate Finance
Education
Duke University - The Fuqua School of Business 2013 — 2014
Master of Business Administration (MBA), Marketing
Bucknell University 1997 — 2001
Bachelor's degree, Accounting
David Kern, CFA David Kern, CFA's SEI Experience December 2014 - Present
Job Manager Risk Management at SEI
Industry Financial Services
Experience
SEI December 2014 - Present
SEI April 2014 - December 2014
SEI Investments January 2011 - April 2014
SEI Investments December 2007 - January 2011
Morgan Stanley Dean Witter December 2006 - August 2007
Township of Lower Merion May 2006 - July 2006
Skills
Bloomberg, Alternative Investments, Hedge Funds, Valuation, Investments, Financial Risk, Risk Management, Risk Analysis, Derivatives, Microsoft SQL Server, Financial Analysis, Process Improvement, Staff Training, Equity Research, VBA, Options, Bonds, Swaps, Issues Management, Financial Reporting, Credit Derivatives, Swaptions, Fixed Income, Finance, Due Diligence, Equities, Management, MarkitWire, Bloomberg Terminal
Education
Bloomsburg University of Pennsylvania 2003 — 2007
Bachelor of Science: Business Administration, Finance and Legal Studies, Management, International Business
SEI December 2014 - Present
SEI April 2014 - December 2014
SEI Investments January 2011 - April 2014
SEI Investments December 2007 - January 2011
Morgan Stanley Dean Witter December 2006 - August 2007
Township of Lower Merion May 2006 - July 2006
Skills
Bloomberg, Alternative Investments, Hedge Funds, Valuation, Investments, Financial Risk, Risk Management, Risk Analysis, Derivatives, Microsoft SQL Server, Financial Analysis, Process Improvement, Staff Training, Equity Research, VBA, Options, Bonds, Swaps, Issues Management, Financial Reporting, Credit Derivatives, Swaptions, Fixed Income, Finance, Due Diligence, Equities, Management, MarkitWire, Bloomberg Terminal
Education
Bloomsburg University of Pennsylvania 2003 — 2007
Bachelor of Science: Business Administration, Finance and Legal Studies, Management, International Business
Perry E. Mundy Perry E. Mundy's SEI Experience November 2008 - February 2009
Job Professional Education at DePuy Synthes
Industry Medical Devices
Experience
DePuy Synthes CMF March 2013 - Present
Synthes CMF April 2009 - June 2012
SEI November 2008 - February 2009
J. Scott Catering March 2006 - November 2008
BTS Productions May 2003 - March 2006
Skills
Event Management, Event Planning, Product Launch, Marketing Strategy, Market Development, Trade Shows, Medical Devices, Meeting Planning, Product Marketing, Marketing, Marketing Management
Education
Bucknell University 1999 — 2003
Bachelor of Science (B.S.), Business Administration and Management, General
DePuy Synthes CMF March 2013 - Present
Synthes CMF April 2009 - June 2012
SEI November 2008 - February 2009
J. Scott Catering March 2006 - November 2008
BTS Productions May 2003 - March 2006
Skills
Event Management, Event Planning, Product Launch, Marketing Strategy, Market Development, Trade Shows, Medical Devices, Meeting Planning, Product Marketing, Marketing, Marketing Management
Education
Bucknell University 1999 — 2003
Bachelor of Science (B.S.), Business Administration and Management, General
Chad Painter Chad Painter's SEI Experience April 2014 - Present
Job Solutions Manager at SEI
Industry Financial Services
Experience
SEI April 2014 - Present
SEI June 2012 - Present
SEI December 2010 - June 2012
SEI July 2008 - December 2010
SEI July 2007 - July 2008
Emerald Asset Management May 2006 - May 2007
Skills
Bloomberg
Education
Bloomsburg University of Pennsylvania 2003 — 2007
Bachelor of Science, Finance
SEI April 2014 - Present
SEI June 2012 - Present
SEI December 2010 - June 2012
SEI July 2008 - December 2010
SEI July 2007 - July 2008
Emerald Asset Management May 2006 - May 2007
Skills
Bloomberg
Education
Bloomsburg University of Pennsylvania 2003 — 2007
Bachelor of Science, Finance
Daniel Cruice, CPA Daniel Cruice, CPA's SEI Experience August 2004 - March 2006
Job AVP Finance Financial Analyst at TD
Industry Banking
Experience
TD January 2011 - Present
The South Financial Group October 2006 - December 2010
Avery Dennison April 2006 - September 2006
SEI August 2004 - March 2006
Skills
Accounting, Banking, Finance, Financial Analysis, Financial Reporting, Cash Management
Education
Furman University 2009 — 2012
Bob Jones University 2000 — 2004
Bachelor of Science (B.S.), Financial Management
TD January 2011 - Present
The South Financial Group October 2006 - December 2010
Avery Dennison April 2006 - September 2006
SEI August 2004 - March 2006
Skills
Accounting, Banking, Finance, Financial Analysis, Financial Reporting, Cash Management
Education
Furman University 2009 — 2012
Bob Jones University 2000 — 2004
Bachelor of Science (B.S.), Financial Management
Thomas Fisch's SEI Experience October 2012 - Present
Job Senior Fund Accountant at SEI
Industry Insurance
Experience
SEI October 2012 - Present
Nationwide Insurance August 2010 - October 2012
Mark Ruffalo June 2008 - August 2010
Calkins Creek Vineyard April 2001 - September 2007
Skills
Consultative Selling
Education
Bloomsburg University of Pennsylvania 2007 — 2010
BSBA, Finance And Marketing, GPA 3.29
Luzerne County Community College 2005 — 2007
Associates, Business Management Technology, GPA 3.56
SEI October 2012 - Present
Nationwide Insurance August 2010 - October 2012
Mark Ruffalo June 2008 - August 2010
Calkins Creek Vineyard April 2001 - September 2007
Skills
Consultative Selling
Education
Bloomsburg University of Pennsylvania 2007 — 2010
BSBA, Finance And Marketing, GPA 3.29
Luzerne County Community College 2005 — 2007
Associates, Business Management Technology, GPA 3.56
Liz Grayauskie Liz Grayauskie's SEI Experience May 2007 - October 2007
Job Property Accountant at Brixmor
Industry Accounting
Experience
Brixmor June 2014 - Present
O'Fria & Company, P.C. October 2007 - May 2014
SEI May 2007 - October 2007
Prudential Fox and Roach Realtors/Trident Mortgage Company 2003 - 2006
Skills
CCH ProSystem fx, Lacerte, Sage FAS, QuickBooks, Peachtree, Microsoft Office, Payroll Taxes, Internal Controls, Office Administration, Accounting, Auditing, Tax Preparation
Education
Cabrini College 2002 — 2007
Bachelor of Science (BS), Accounting
Brixmor June 2014 - Present
O'Fria & Company, P.C. October 2007 - May 2014
SEI May 2007 - October 2007
Prudential Fox and Roach Realtors/Trident Mortgage Company 2003 - 2006
Skills
CCH ProSystem fx, Lacerte, Sage FAS, QuickBooks, Peachtree, Microsoft Office, Payroll Taxes, Internal Controls, Office Administration, Accounting, Auditing, Tax Preparation
Education
Cabrini College 2002 — 2007
Bachelor of Science (BS), Accounting
Steve Dolce, CFA's SEI Experience June 2015 - Present
Job Senior US Portfolio Manager at SEI
Industry Investment Management
Experience
SEI June 2015 - Present
Philadelphia International Advisors LP (PIA) August 2007 - May 2015
DuPont Capital Management (DCM) September 1997 - August 2007
Skills
Portfolio Management, Mutual Funds, Investments, Value Investing, Equities, Securities, Bloomberg, Fundamental Analysis, Financial Modeling, Chartered Financial..., Equity Research, Finance, Fundamental Equity..., Investment Committee..., CFA, Client Service and..., Construct Financial..., Security Selection, Client performance..., Finals Presentations, Asset Management, Client Services, Asset Allocation
Education
Northeastern University 1996 — 1998
MSF
Boston College - Carroll School of Management 1986 — 1990
BS, Business Management with a concentration in Economics
SEI June 2015 - Present
Philadelphia International Advisors LP (PIA) August 2007 - May 2015
DuPont Capital Management (DCM) September 1997 - August 2007
Skills
Portfolio Management, Mutual Funds, Investments, Value Investing, Equities, Securities, Bloomberg, Fundamental Analysis, Financial Modeling, Chartered Financial..., Equity Research, Finance, Fundamental Equity..., Investment Committee..., CFA, Client Service and..., Construct Financial..., Security Selection, Client performance..., Finals Presentations, Asset Management, Client Services, Asset Allocation
Education
Northeastern University 1996 — 1998
MSF
Boston College - Carroll School of Management 1986 — 1990
BS, Business Management with a concentration in Economics
Laura Ornoski's SEI Experience June 2009 - October 2010
Job Strategic Alliance Manager
Industry Computer Software
Experience
Avalara May 2014 - Present
Zones January 2011 - May 2014
SEI June 2009 - October 2010
Triple J Screen Print 2005 - 2006
Skills
Solution Selling, Channel Partners, Selling, Customer Service, Account Management, Sales, Sales Process, Management, Direct Sales, B2B, Business Planning, Business Process..., Cloud Computing, Cold Calling, Enterprise Software, Lead Generation, Managed Services, Professional Services, SaaS, Sales Management, Sales Operations, Salesforce.com, Strategic Partnerships, CRM, New Business Development, Strategy, Leadership, Business Development
Education
California State University-Chico 2007 — 2008
Accounting Information Systems
Butte College 2006 — 2007
Accounting and Business/Management
Lassen Community College 2004 — 2007
General Studies
Avalara May 2014 - Present
Zones January 2011 - May 2014
SEI June 2009 - October 2010
Triple J Screen Print 2005 - 2006
Skills
Solution Selling, Channel Partners, Selling, Customer Service, Account Management, Sales, Sales Process, Management, Direct Sales, B2B, Business Planning, Business Process..., Cloud Computing, Cold Calling, Enterprise Software, Lead Generation, Managed Services, Professional Services, SaaS, Sales Management, Sales Operations, Salesforce.com, Strategic Partnerships, CRM, New Business Development, Strategy, Leadership, Business Development
Education
California State University-Chico 2007 — 2008
Accounting Information Systems
Butte College 2006 — 2007
Accounting and Business/Management
Lassen Community College 2004 — 2007
General Studies
Andrew Novick anovick@novicksoftware.com Andrew Novick anovick@novicksoftware.com's SEI Experience June 1981 - November 1983
Job Expert Level SQL Server Consultant/Developer and SQL Server MVP
Industry Computer Software
Experience
MSSQLTips.com June 2005 - Present
Novick Software, Inc. April 1997 - Present
Lincoln-Sudbury Regional High School 2015 - 2015
Lincoln-Sudbury Regional High School 2015 - 2015
Cambridge Systematics November 1994 - March 1997
Pegasystems January 1984 - July 1992
Lotus Development December 1983 - December 1984
SEI June 1981 - November 1983
Various May 1978 - May 1981
Skills
Database Design, VB.NET, C#, XML, Performance Tuning, SSIS, T-SQL, SQL Server, Database Development, Data Warehousing, SQL, SSRS, Relational Databases, Databases, Business Intelligence, Database Administration, Database Management, ETL, Stored Procedures, Data Modeling, Microsoft SQL Server, SQL Server 2000-2012, Query Optimization, ASP.NET, Software Development, Visual Studio, Web Applications, .NET, Microsoft Technologies, Enterprise Architecture, Systems Analysis, Agile Methodologies, Database Admin, Programming, Web Services, Visual Basic, SOA
Education
GSIA Carnegie Mellon University 1978 — 1981
M.B.A
Brown University 1974 — 1978
B.S.
MSSQLTips.com June 2005 - Present
Novick Software, Inc. April 1997 - Present
Lincoln-Sudbury Regional High School 2015 - 2015
Lincoln-Sudbury Regional High School 2015 - 2015
Cambridge Systematics November 1994 - March 1997
Pegasystems January 1984 - July 1992
Lotus Development December 1983 - December 1984
SEI June 1981 - November 1983
Various May 1978 - May 1981
Skills
Database Design, VB.NET, C#, XML, Performance Tuning, SSIS, T-SQL, SQL Server, Database Development, Data Warehousing, SQL, SSRS, Relational Databases, Databases, Business Intelligence, Database Administration, Database Management, ETL, Stored Procedures, Data Modeling, Microsoft SQL Server, SQL Server 2000-2012, Query Optimization, ASP.NET, Software Development, Visual Studio, Web Applications, .NET, Microsoft Technologies, Enterprise Architecture, Systems Analysis, Agile Methodologies, Database Admin, Programming, Web Services, Visual Basic, SOA
Education
GSIA Carnegie Mellon University 1978 — 1981
M.B.A
Brown University 1974 — 1978
B.S.
Daniel DiPasquale's SEI Experience June 2011 - June 2012
Job HR Generalist at PTR Baler & Compactor
Industry Human Resources
Experience
PTR Baler & Compactor April 2014 - Present
The Dubin Group July 2012 - April 2014
SEI June 2011 - June 2012
The Robinson Group January 2010 - May 2010
ARC Roofing Corporation January 2004 - January 2009
Skills
Recruiting, Accounting, Finance, Corporate Finance, Talent Acquisition, Human Resources, Applicant Tracking..., Auditing
Education
Cabrini College 2006 — 2010
Bachelor Of Science Human Resources
Plymouth Whitemarsh High School
PTR Baler & Compactor April 2014 - Present
The Dubin Group July 2012 - April 2014
SEI June 2011 - June 2012
The Robinson Group January 2010 - May 2010
ARC Roofing Corporation January 2004 - January 2009
Skills
Recruiting, Accounting, Finance, Corporate Finance, Talent Acquisition, Human Resources, Applicant Tracking..., Auditing
Education
Cabrini College 2006 — 2010
Bachelor Of Science Human Resources
Plymouth Whitemarsh High School
Dan Latorre, MBA Dan Latorre, MBA's SEI Experience July 2010 - February 2012
Job Relationship Banker at M&T Bank
Industry Banking
Experience
M&T Bank November 2013 - Present
Bloomsburg University January 2014 - August 2014
Aerotek March 2012 - August 2013
SEI July 2010 - February 2012
Careworks Convenient Healthcare June 2009 - December 2009
Skills
Hedge Funds, Bloomberg, Mutual Funds, Bloomberg Terminal, Alternative Investments, Financial Modeling, Equities, Portfolio Management, Management, Account Reconciliation, Recruiting, Asset Management, Fixed Income, Securities, Financial Services, Investments, Due Diligence, Financial Analysis, Series 7, Options, Budgets, Finance, Sourcing, Contract Recruitment, Process Improvement, Wealth Management
Education
Bloomsburg University of Pennsylvania 2013 — 2014
Master of Business Administration (M.B.A.)
Bloomsburg University of Pennsylvania 2005 — 2009
Bachelor of Science & Bachelor of Arts, Business Management, Finance, & French
M&T Bank November 2013 - Present
Bloomsburg University January 2014 - August 2014
Aerotek March 2012 - August 2013
SEI July 2010 - February 2012
Careworks Convenient Healthcare June 2009 - December 2009
Skills
Hedge Funds, Bloomberg, Mutual Funds, Bloomberg Terminal, Alternative Investments, Financial Modeling, Equities, Portfolio Management, Management, Account Reconciliation, Recruiting, Asset Management, Fixed Income, Securities, Financial Services, Investments, Due Diligence, Financial Analysis, Series 7, Options, Budgets, Finance, Sourcing, Contract Recruitment, Process Improvement, Wealth Management
Education
Bloomsburg University of Pennsylvania 2013 — 2014
Master of Business Administration (M.B.A.)
Bloomsburg University of Pennsylvania 2005 — 2009
Bachelor of Science & Bachelor of Arts, Business Management, Finance, & French
Jonathan Zeminski, CFP®'s SEI Experience March 2007 - January 2009
Job Vice President Senior Financial Advisor at Univest Corporation of Pennsylvania
Industry Financial Services
Experience
Univest April 2013 - Present
Cabrini College January 2015 - Present
Wells Fargo Bank December 2010 - April 2013
PNC Financial Services Group January 2009 - December 2010
SEI March 2007 - January 2009
BNP Paribas June 2004 - March 2007
Skills
Investments, Financial Services, Wealth Management, Finance, Banking, Portfolio Management, Investment Management, Mutual Funds
Education
Saint Joseph's University 2007 — 2009
Masters of Science, Financial Services
Cabrini College 2000 — 2004
Bachelor of Science, Finance
Univest April 2013 - Present
Cabrini College January 2015 - Present
Wells Fargo Bank December 2010 - April 2013
PNC Financial Services Group January 2009 - December 2010
SEI March 2007 - January 2009
BNP Paribas June 2004 - March 2007
Skills
Investments, Financial Services, Wealth Management, Finance, Banking, Portfolio Management, Investment Management, Mutual Funds
Education
Saint Joseph's University 2007 — 2009
Masters of Science, Financial Services
Cabrini College 2000 — 2004
Bachelor of Science, Finance
Christina Maloomian Christina Maloomian's SEI Experience January 2012 - January 2012
Job Experienced Associate Financial Instruments, Structured Products, Real Estate
Industry Financial Services
Experience
PwC September 2014 - Present
PwC June 2013 - August 2013
Fox News June 2012 - August 2012
UBS June 2012 - June 2012
SEI January 2012 - January 2012
Buzzuto Management June 2010 - August 2011
Nicole Miller May 2010 - June 2010
Realen Properties June 2009 - August 2009
Skills
Asset-backed..., Financial Modeling, Analysis, Due Diligence, Microsoft Excel, Bloomberg, Intex, Finance, Valuation, Fixed Income, Financial Analysis, Budgets, Management, Market Research, Real Estate, Marketing Strategy, Retail, Real Estate Development, PowerPoint, Microsoft Office, Securitization
Education
Bucknell University 2010 — 2014
Bucknell University – School of Management 2010 — 2014
BSBA, Management; Finance, Management GPA: 3.92,
PwC September 2014 - Present
PwC June 2013 - August 2013
Fox News June 2012 - August 2012
UBS June 2012 - June 2012
SEI January 2012 - January 2012
Buzzuto Management June 2010 - August 2011
Nicole Miller May 2010 - June 2010
Realen Properties June 2009 - August 2009
Skills
Asset-backed..., Financial Modeling, Analysis, Due Diligence, Microsoft Excel, Bloomberg, Intex, Finance, Valuation, Fixed Income, Financial Analysis, Budgets, Management, Market Research, Real Estate, Marketing Strategy, Retail, Real Estate Development, PowerPoint, Microsoft Office, Securitization
Education
Bucknell University 2010 — 2014
Bucknell University – School of Management 2010 — 2014
BSBA, Management; Finance, Management GPA: 3.92,
Angela M. Guarino Angela M. Guarino's SEI Experience July 2004 - August 2006
Job Senior Legal Counsel / Head of Legal Performance Materials USA
Industry Law Practice
Experience
EMD Performance Materials Corp. March 2015 - Present
Blank Rome LLP January 2011 - March 2015
SEI July 2004 - August 2006
Skills
Litigation, Legal Research, Legal Writing, Legal Compliance, Communication
Education
Boston College Law School 2007 — 2010
Doctor of Law (JD)
Middlebury College 2006 — 2007
Master of Arts (MA), Spanish
Lafayette College 2000 — 2004
Bachelor of Arts (BA), Government & Law, Spanish
EMD Performance Materials Corp. March 2015 - Present
Blank Rome LLP January 2011 - March 2015
SEI July 2004 - August 2006
Skills
Litigation, Legal Research, Legal Writing, Legal Compliance, Communication
Education
Boston College Law School 2007 — 2010
Doctor of Law (JD)
Middlebury College 2006 — 2007
Master of Arts (MA), Spanish
Lafayette College 2000 — 2004
Bachelor of Arts (BA), Government & Law, Spanish
Jessica Bender Jessica Bender's SEI Experience June 2014 - Present
Job IMS HR Partner at SEI
Industry Financial Services
Experience
SEI June 2014 - Present
EnerSys November 2013 - May 2014
MedRisk, Inc. June 2011 - November 2013
Chesterbrook Acadamy February 2009 - June 2011
Bridgewater Retirement Community August 2007 - January 2009
Skills
Benefits Administration, Hiring, Interviewing, Facilities Management, Workers Compensation, Recruiting, Interviews, Human Resources, Employee Relations, Social Media Outreach, Customer Service, Highly detail oriented
Education
Bridgewater College 2003 — 2007
Physics
Perkiomen School 2002 — 2003
Post-Graduate
Owen J. Roberts High School 1998 — 2002
Diploma
SEI June 2014 - Present
EnerSys November 2013 - May 2014
MedRisk, Inc. June 2011 - November 2013
Chesterbrook Acadamy February 2009 - June 2011
Bridgewater Retirement Community August 2007 - January 2009
Skills
Benefits Administration, Hiring, Interviewing, Facilities Management, Workers Compensation, Recruiting, Interviews, Human Resources, Employee Relations, Social Media Outreach, Customer Service, Highly detail oriented
Education
Bridgewater College 2003 — 2007
Physics
Perkiomen School 2002 — 2003
Post-Graduate
Owen J. Roberts High School 1998 — 2002
Diploma
Brian Manley's SEI Experience January 2003 - August 2004
Job
Industry Financial Services
Experience
WyzAnt Tutoring 2011 - Present
Wells Fargo December 2008 - December 2009
AIG September 2007 - December 2008
SEI January 2003 - August 2004
SEI August 2001 - December 2002
Skills
Financial Analysis, Securities, Business Analysis, Risk Management, Anti Money Laundering, Financial Technology, Global Regulatory..., Financial Risk
Education
Boston College 1997 — 2001
BS, Finance, Philosophy
Cannon Financial Institute 2002 — 2002
N/A, Investment Risk Management
La Salle University 2009 — 2010
N/A - Post-Baccalaureate certificate program, Speech-Language Pathology
WyzAnt Tutoring 2011 - Present
Wells Fargo December 2008 - December 2009
AIG September 2007 - December 2008
SEI January 2003 - August 2004
SEI August 2001 - December 2002
Skills
Financial Analysis, Securities, Business Analysis, Risk Management, Anti Money Laundering, Financial Technology, Global Regulatory..., Financial Risk
Education
Boston College 1997 — 2001
BS, Finance, Philosophy
Cannon Financial Institute 2002 — 2002
N/A, Investment Risk Management
La Salle University 2009 — 2010
N/A - Post-Baccalaureate certificate program, Speech-Language Pathology
Marguerite Kranick's SEI Experience November 2012 - Present
Job RFP/Content Development Writer, Institutional Sales at SEI
Industry Investment Management
Experience
SEI November 2012 - Present
ParenteBeard LLC March 2012 - November 2012
VQuest LLC August 2009 - January 2012
Keiser University April 2008 - July 2011
Coastal Communications Corp. March 2008 - May 2009
Education
University of Miami 2005 — 2010
M.A., Communication Studies
Boston College 2001 — 2005
B.A., English
Scranton Preparatory School 1997 — 2001
HS Diploma
SEI November 2012 - Present
ParenteBeard LLC March 2012 - November 2012
VQuest LLC August 2009 - January 2012
Keiser University April 2008 - July 2011
Coastal Communications Corp. March 2008 - May 2009
Education
University of Miami 2005 — 2010
M.A., Communication Studies
Boston College 2001 — 2005
B.A., English
Scranton Preparatory School 1997 — 2001
HS Diploma
Kevin Streeper's SEI Experience February 2012 - Present
Job Senior Investment Analyst at SEI
Industry Investment Management
Experience
SEI February 2012 - Present
Attalus Capital May 2007 - January 2012
Susquehanna International Group (SIG) - Susquehanna Capital Group August 2004 - October 2006
Susquehanna International Group (SIG) November 2003 - July 2004
Tiger Management LLC March 1998 - August 2001
Bear Stearns 2000 - 2000
Skills
MBA, CPA, Series 7, Fundamental equity...
Education
Bucknell University
BSBA, Accounting
University of Maryland - Robert H. Smith School of Business
MBA, Finance
SEI February 2012 - Present
Attalus Capital May 2007 - January 2012
Susquehanna International Group (SIG) - Susquehanna Capital Group August 2004 - October 2006
Susquehanna International Group (SIG) November 2003 - July 2004
Tiger Management LLC March 1998 - August 2001
Bear Stearns 2000 - 2000
Skills
MBA, CPA, Series 7, Fundamental equity...
Education
Bucknell University
BSBA, Accounting
University of Maryland - Robert H. Smith School of Business
MBA, Finance
Sean Barrett's SEI Experience July 2002 - July 2006
Job VP, Own Brands at AlbertsonsSafeway
Industry Consumer Goods
Experience
Albertsons April 2015 - Present
Procter & Gamble June 2012 - April 2015
Procter & Gamble September 2008 - June 2012
Apple December 2007 - June 2008
Johnson & Johnson Consumer Products Company June 2007 - August 2007
SEI July 2002 - July 2006
Skills
Global Marketing, Brand Management, Competitive Analysis, Product Marketing, Product Launch, Market Analysis, Product Management, Strategy, Relationship Management, Market Planning, Marketing Strategy, Digital Marketing
Education
London Business School 2006 — 2008
Master of Business Administration (MBA)
Boston College 1998 — 2002
BA, Economics, Computer Science
Albertsons April 2015 - Present
Procter & Gamble June 2012 - April 2015
Procter & Gamble September 2008 - June 2012
Apple December 2007 - June 2008
Johnson & Johnson Consumer Products Company June 2007 - August 2007
SEI July 2002 - July 2006
Skills
Global Marketing, Brand Management, Competitive Analysis, Product Marketing, Product Launch, Market Analysis, Product Management, Strategy, Relationship Management, Market Planning, Marketing Strategy, Digital Marketing
Education
London Business School 2006 — 2008
Master of Business Administration (MBA)
Boston College 1998 — 2002
BA, Economics, Computer Science
Liem Nguyen's SEI Experience December 1998 - Present
Job Relationship Manager at SEI
Industry Financial Services
Experience
SEI December 1998 - Present
US Navy August 1993 - December 1998
Skills
Mutual Funds, Series 7, Securities, Bonds, Asset Management, Management, Series 63, Investments, Wealth Management, Asset Allocation
Education
California State Polytechnic University-Pomona 1989 — 1993
BS
U.S. Naval Nuclear Power School
Advanced Nuclear Power Production and Design
Villanova University, School of Business
SEI December 1998 - Present
US Navy August 1993 - December 1998
Skills
Mutual Funds, Series 7, Securities, Bonds, Asset Management, Management, Series 63, Investments, Wealth Management, Asset Allocation
Education
California State Polytechnic University-Pomona 1989 — 1993
BS
U.S. Naval Nuclear Power School
Advanced Nuclear Power Production and Design
Villanova University, School of Business
David DeSantis's SEI Experience May 2015 - Present
Job Relationship Manager at SEI
Industry Capital Markets
Experience
SEI May 2015 - Present
JP Morgan 2008 - April 2015
UBS 2000 - 2007
Swiss Bank Corporation 1997 - 2000
Education
Boston University 1995 — 1997
MBA
SEI May 2015 - Present
JP Morgan 2008 - April 2015
UBS 2000 - 2007
Swiss Bank Corporation 1997 - 2000
Education
Boston University 1995 — 1997
MBA
Kevin Hilsmier's SEI Experience February 1999 - Present
Job Portfolio Manager at SEI
Industry Investment Management
Experience
SEI February 1999 - Present
Penn Mutual February 1993 - February 1999
Education
Bowling Green State University 1984 — 1988
SEI February 1999 - Present
Penn Mutual February 1993 - February 1999
Education
Bowling Green State University 1984 — 1988
Sean Jenkins's SEI Experience January 2012 - Present
Job Investment Analyst at SEI
Industry Investment Management
Experience
SEI January 2012 - Present
Cornerstone Advisors Asset Management June 2007 - January 2012
Skills
Manager Research, Investments, Asset Allocation, Equities, Asset Management, Financial Analysis
Education
Rider University 2004 — 2007
MBA
Brown University 2000 — 2004
Business Economics
SEI January 2012 - Present
Cornerstone Advisors Asset Management June 2007 - January 2012
Skills
Manager Research, Investments, Asset Allocation, Equities, Asset Management, Financial Analysis
Education
Rider University 2004 — 2007
MBA
Brown University 2000 — 2004
Business Economics
Jennifer Irwin's SEI Experience 1994 - 1995
Job Sr. Director, Strategic Alliances at INC Research
Industry Pharmaceuticals
Experience
INC Research August 2015 - Present
INC Research February 2015 - Present
Eli Lilly and Company December 2012 - January 2015
Eli Lilly May 2007 - December 2012
No Labels 2011 - 2012
Lumenis 2001 - 2004
Workscape 1999 - 2001
Deloitte & Touche, LLP 1995 - 1997
SEI 1994 - 1995
Skills
Project Portfolio..., Product Life Cycle..., Regulatory Submissions, Medical Devices, Cross-functional Team..., Strategic Planning, Process Improvement, Clinical Trials, Project Management, Management, Microsoft Excel, Marketing, Training, Product Lifecycle..., Leadership, Consulting, Strategy, Pharmaceutical Industry, Oncology
Education
Boston University 1989 — 1995
Bachelor of Arts, Economics
INC Research August 2015 - Present
INC Research February 2015 - Present
Eli Lilly and Company December 2012 - January 2015
Eli Lilly May 2007 - December 2012
No Labels 2011 - 2012
Lumenis 2001 - 2004
Workscape 1999 - 2001
Deloitte & Touche, LLP 1995 - 1997
SEI 1994 - 1995
Skills
Project Portfolio..., Product Life Cycle..., Regulatory Submissions, Medical Devices, Cross-functional Team..., Strategic Planning, Process Improvement, Clinical Trials, Project Management, Management, Microsoft Excel, Marketing, Training, Product Lifecycle..., Leadership, Consulting, Strategy, Pharmaceutical Industry, Oncology
Education
Boston University 1989 — 1995
Bachelor of Arts, Economics
Julie (Hagar) Orts's SEI Experience January 2011 - August 2011
Job Project Manager at Philabundance
Industry Nonprofit Organization Management
Experience
Philabundance August 2011 - Present
SEI January 2011 - August 2011
SEI June 1993 - August 2011
SEI January 2009 - December 2010
SEI January 2008 - December 2008
Reliance Insurance 1985 - 1993
Traveler's Insurance 1983 - 1984
Skills
SDLC, Software Project..., Business Analysis, Leadership, Strategy, Program Management, Vendor Management, Process Improvement, Employee Engagement, Product Management, Software Development, Integration, Project Management, IT Strategy, Data Center, Requirements Analysis, Business Intelligence, Management, Business Process...
Education
Bucknell University 1979 — 1983
BS, Computer Engineering
Philabundance August 2011 - Present
SEI January 2011 - August 2011
SEI June 1993 - August 2011
SEI January 2009 - December 2010
SEI January 2008 - December 2008
Reliance Insurance 1985 - 1993
Traveler's Insurance 1983 - 1984
Skills
SDLC, Software Project..., Business Analysis, Leadership, Strategy, Program Management, Vendor Management, Process Improvement, Employee Engagement, Product Management, Software Development, Integration, Project Management, IT Strategy, Data Center, Requirements Analysis, Business Intelligence, Management, Business Process...
Education
Bucknell University 1979 — 1983
BS, Computer Engineering
Aimie Hanson's SEI Experience June 2007 - Present
Job Relationship Manager
Industry Financial Services
Experience
SEI June 2007 - Present
SEI June 2000 - June 2007
SEI August 1998 - June 2000
US Army June 1994 - June 1998
Education
Boston College 1990 — 1994
Bachelor of Arts (BA), Political Science and Government
Convent of the Sacred Heart 1986 — 1990
SEI June 2007 - Present
SEI June 2000 - June 2007
SEI August 1998 - June 2000
US Army June 1994 - June 1998
Education
Boston College 1990 — 1994
Bachelor of Arts (BA), Political Science and Government
Convent of the Sacred Heart 1986 — 1990
Derrick Oswald's SEI Experience September 2013 - Present
Job Director at SEI
Industry Financial Services
Experience
SEI September 2013 - Present
Morgan Stanley Alternative Investment Partners August 2006 - September 2013
Capmark Investments LP June 2004 - August 2006
CMS Companies June 2002 - June 2004
Merrill Lynch August 1996 - June 2002
Skills
Alternative Investments, Private Equity, Fund Of Funds, RFP Generation, Fund Accounting, Financial Services, Financial Analysis, Investments, Back Office, Finance, Financial Accounting, Financial Reporting, Separately Managed..., Fund Administration, Accounting, Account Reconciliation, Securities, Capital Markets, Financial Markets, Investment Strategies, Asset Management, Performance Analysis, Performance Measurement, Investment Management
Education
Rider University 1999 — 2002
MBA
Bryant University 1992 — 1996
SEI September 2013 - Present
Morgan Stanley Alternative Investment Partners August 2006 - September 2013
Capmark Investments LP June 2004 - August 2006
CMS Companies June 2002 - June 2004
Merrill Lynch August 1996 - June 2002
Skills
Alternative Investments, Private Equity, Fund Of Funds, RFP Generation, Fund Accounting, Financial Services, Financial Analysis, Investments, Back Office, Finance, Financial Accounting, Financial Reporting, Separately Managed..., Fund Administration, Accounting, Account Reconciliation, Securities, Capital Markets, Financial Markets, Investment Strategies, Asset Management, Performance Analysis, Performance Measurement, Investment Management
Education
Rider University 1999 — 2002
MBA
Bryant University 1992 — 1996
Robert Marren's SEI Experience 1989 - 1993
Job Managing Director, Consultant Relations at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management March 2010 - Present
MFS Investment Management September 1995 - March 2010
SEI 1989 - 1993
Education
Northwestern University - Kellogg School of Management 1989 — 1991
Boston College - Carroll School of Management 1981 — 1985
B.S., Finance/Marketing
MFS Investment Management March 2010 - Present
MFS Investment Management September 1995 - March 2010
SEI 1989 - 1993
Education
Northwestern University - Kellogg School of Management 1989 — 1991
Boston College - Carroll School of Management 1981 — 1985
B.S., Finance/Marketing
Greg Morgenweck's SEI Experience October 2009 - November 2013
Job Hedge Fund Consultant and Database Architect
Industry Financial Services
Experience
Multiple Hedge Funds 2003 - Present
SEI October 2009 - November 2013
Paige Capital Management 2006 - 2007
Centocor 2006 - 2006
Rock Hill Partners 2003 - 2004
Radcliffe Funds (Formerly Rose Glen Capital) 2000 - 2002
Susquehanna Investment Group 1990 - 1999
Skills
Hedge Funds, Trading, Financial Operations, Clinical Trials, Access, Portfolio Management, Financial Services, Business Intelligence, Business Analysis, Financial Modeling, SDLC, Data Management, Risk Management, Data Analysis, Finance, Strategy, Project Management, Consulting, Analytics, Database Administration, Database Design, Bloomberg, System Architecture, Management, Equities, Analysis, Asset Management, Derivatives
Education
Bryn Mawr College 1979 — 1983
Haverford College 1979 — 1983
Bachelor of Arts (B.A.), Classics and Classical Languages, Literatures, and Linguistics
Multiple Hedge Funds 2003 - Present
SEI October 2009 - November 2013
Paige Capital Management 2006 - 2007
Centocor 2006 - 2006
Rock Hill Partners 2003 - 2004
Radcliffe Funds (Formerly Rose Glen Capital) 2000 - 2002
Susquehanna Investment Group 1990 - 1999
Skills
Hedge Funds, Trading, Financial Operations, Clinical Trials, Access, Portfolio Management, Financial Services, Business Intelligence, Business Analysis, Financial Modeling, SDLC, Data Management, Risk Management, Data Analysis, Finance, Strategy, Project Management, Consulting, Analytics, Database Administration, Database Design, Bloomberg, System Architecture, Management, Equities, Analysis, Asset Management, Derivatives
Education
Bryn Mawr College 1979 — 1983
Haverford College 1979 — 1983
Bachelor of Arts (B.A.), Classics and Classical Languages, Literatures, and Linguistics
Evan Padilla's SEI Experience October 2007 - April 2009
Job Associate at JM Cohen, LLC
Industry Law Practice
Experience
J.M. Cohen, LLC February 2015 - Present
The Chartwell Law Offices, LLP December 2013 - October 2014
Carpenter, McCadden & Lane LLP November 2012 - December 2013
Consumer Bankruptcy Assistance Project June 2011 - August 2011
United States District Court for the Eastern District of Pennsylvania June 2010 - August 2010
SEI October 2007 - April 2009
Skills
Legal Writing, Litigation, Westlaw, Legal Research, Civil Litigation, Appeals, Personal Injury, Mediation, Trials, Commercial Real Estate, LexisNexis, Arbitration
Education
Villanova University School of Law 2009 — 2012
Doctor of Law (J.D.)
Boston College 2003 — 2007
Bachelor of Arts (B.A.), History
The Haverford School 1999 — 2003
high school
J.M. Cohen, LLC February 2015 - Present
The Chartwell Law Offices, LLP December 2013 - October 2014
Carpenter, McCadden & Lane LLP November 2012 - December 2013
Consumer Bankruptcy Assistance Project June 2011 - August 2011
United States District Court for the Eastern District of Pennsylvania June 2010 - August 2010
SEI October 2007 - April 2009
Skills
Legal Writing, Litigation, Westlaw, Legal Research, Civil Litigation, Appeals, Personal Injury, Mediation, Trials, Commercial Real Estate, LexisNexis, Arbitration
Education
Villanova University School of Law 2009 — 2012
Doctor of Law (J.D.)
Boston College 2003 — 2007
Bachelor of Arts (B.A.), History
The Haverford School 1999 — 2003
high school
Tom Frank's SEI Experience 1993 - 1997
Job Assistant Vice President, Investment Services at Bryn Mawr Trust Wealth Management
Industry Financial Services
Experience
Bryn Mawr Trust Vice President, Client ServicesHillview Capital Advisors, LLCJanuary 2010 - January 2015
Hillview Capital Advisors 2006 - 2010
Hillview Capital Advisors, LLC March 2004 - December 2005
Morgan Stanley Investment Management May 1997 - March 2004
SEI 1993 - 1997
Skills
Client Services, Asset Allocation, Alternative Investments, Hedge Funds, Investment Management, Mutual Funds, Asset Management, Portfolio Management, Securities, Investments, Financial Services, Equities, Fund Of Funds, Relationship Management, Middle Office, ETFs, Trading, Fund Administration
Education
Cabrini College 1989 — 1993
Bachelor of Science (BS), Accounting
Bryn Mawr Trust Vice President, Client ServicesHillview Capital Advisors, LLCJanuary 2010 - January 2015
Hillview Capital Advisors 2006 - 2010
Hillview Capital Advisors, LLC March 2004 - December 2005
Morgan Stanley Investment Management May 1997 - March 2004
SEI 1993 - 1997
Skills
Client Services, Asset Allocation, Alternative Investments, Hedge Funds, Investment Management, Mutual Funds, Asset Management, Portfolio Management, Securities, Investments, Financial Services, Equities, Fund Of Funds, Relationship Management, Middle Office, ETFs, Trading, Fund Administration
Education
Cabrini College 1989 — 1993
Bachelor of Science (BS), Accounting
Thomas Trainer, CPA's SEI Experience 1992 - 2005
Job Vice President and Tax Director at BNY Mellon Asset Servicing
Industry Financial Services
Experience
BNY Mellon Asset Servicing June 2005 - Present
SEI 1992 - 2005
Nutrisystem 1991 - 1992
Reinsel & Company CPAs 1987 - 1991
Kreischer Miller CPAs December 1985 - 1987
Perdue Farms January 1983 - November 1985
Skills
Mutual Funds, Tax, Tax Accounting, Accounting, Financial Analysis, Financial Reporting, Account Reconciliation, Strategic Financial..., Securities, Financial Statements, Financial Accounting, Finance, GAAP
Education
Bloomsburg University of Pennsylvania 1979 — 1982
B.S., Business Administration - Accounting
BNY Mellon Asset Servicing June 2005 - Present
SEI 1992 - 2005
Nutrisystem 1991 - 1992
Reinsel & Company CPAs 1987 - 1991
Kreischer Miller CPAs December 1985 - 1987
Perdue Farms January 1983 - November 1985
Skills
Mutual Funds, Tax, Tax Accounting, Accounting, Financial Analysis, Financial Reporting, Account Reconciliation, Strategic Financial..., Securities, Financial Statements, Financial Accounting, Finance, GAAP
Education
Bloomsburg University of Pennsylvania 1979 — 1982
B.S., Business Administration - Accounting
patrick spadaro's SEI Experience mutual fund analystsei investment2007 - 2008
Job Mutual Fund Analyst at SEI
Industry Financial Services
Experience
SEI mutual fund analystsei investment2007 - 2008
sei investments 2007 - 2008
Education
Bloomsburg University of Pennsylvania
SEI mutual fund analystsei investment2007 - 2008
sei investments 2007 - 2008
Education
Bloomsburg University of Pennsylvania
Katherine St. Onge's SEI Experience June 2006 - August 2006
Job Senior Officer at Calvert Foundation
Industry Financial Services
Experience
Calvert Foundation January 2014 - Present
The Aspen Institute July 2012 - December 2013
Louisiana Economic Development June 2010 - July 2012
Goldman Sachs March 2009 - June 2010
Goldman Sachs July 2007 - February 2009
SEI June 2006 - August 2006
Skills
Economics, Strategic Planning, Business Strategy, Research, Change Management, Public Speaking, Public Policy, Analysis, Economic Development, Business Planning, Relationship Management, Non-profits, Financial Modeling, Policy Analysis, Government, Community Outreach, Business Development, Finance, Strategic Communications, Management Consulting, Event Management, Investments, Team Building, Program Management, Public Relations, Venture Capital, Valuation, International..., Marketing, Entrepreneurship, Fundraising, Start-ups, Market Research, Risk Management, Strategy, Due Diligence, Microsoft Office, Data Analysis, Corporate Finance, Microsoft Excel, Financial Analysis, Quantitative Analytics, Proposal Writing, Project Management, Social Media, Equities, Event Planning, International Relations, Derivatives, Policy
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.)
Louisiana State University 2012 — 2012
Executive Education Venture Capital course
Bucknell University 2003 — 2007
Bachelor of Arts, Economics, Math, Spanish
CENTRO DE LENGUAS MODERNAS 2005 — 2005
Semester abroad
Calvert Foundation January 2014 - Present
The Aspen Institute July 2012 - December 2013
Louisiana Economic Development June 2010 - July 2012
Goldman Sachs March 2009 - June 2010
Goldman Sachs July 2007 - February 2009
SEI June 2006 - August 2006
Skills
Economics, Strategic Planning, Business Strategy, Research, Change Management, Public Speaking, Public Policy, Analysis, Economic Development, Business Planning, Relationship Management, Non-profits, Financial Modeling, Policy Analysis, Government, Community Outreach, Business Development, Finance, Strategic Communications, Management Consulting, Event Management, Investments, Team Building, Program Management, Public Relations, Venture Capital, Valuation, International..., Marketing, Entrepreneurship, Fundraising, Start-ups, Market Research, Risk Management, Strategy, Due Diligence, Microsoft Office, Data Analysis, Corporate Finance, Microsoft Excel, Financial Analysis, Quantitative Analytics, Proposal Writing, Project Management, Social Media, Equities, Event Planning, International Relations, Derivatives, Policy
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.)
Louisiana State University 2012 — 2012
Executive Education Venture Capital course
Bucknell University 2003 — 2007
Bachelor of Arts, Economics, Math, Spanish
CENTRO DE LENGUAS MODERNAS 2005 — 2005
Semester abroad
Clint Gilchrist's SEI Experience December 2012 - June 2014
Job Controller Southern Methodist University
Industry Higher Education
Experience
Southern Methodist University January 2015 - Present
Southern Methodist University June 2014 - January 2015
SEI December 2012 - June 2014
Highland Capital Management, L.P. March 2012 - December 2012
NexBank Securities November 2011 - December 2012
Highland Capital Management November 2010 - March 2012
Nexbank Securities Inc. July 2010 - November 2011
Highland Capital Management November 2009 - November 2010
Nexbank Securities, Inc. January 2010 - June 2010
Highland Capital Management November 2008 - November 2009
Skills
Asset Managment, Private Equity, Hedge Funds, Alternative Investments, Valuation, Financial Modeling, Fixed Income, Asset Management, Bloomberg, Capital Markets, Investor Relations, Investments, Trading, Securities
Education
Brigham Young University 2000 — 2002
Masters, Accounting
Brigham Young University 2000 — 2002
BS, Accounting
Brigham Young University - Idaho 1999 — 2000
AA, Accounting
Brigham Young University - Idaho 1996 — 1997
Southern Methodist University January 2015 - Present
Southern Methodist University June 2014 - January 2015
SEI December 2012 - June 2014
Highland Capital Management, L.P. March 2012 - December 2012
NexBank Securities November 2011 - December 2012
Highland Capital Management November 2010 - March 2012
Nexbank Securities Inc. July 2010 - November 2011
Highland Capital Management November 2009 - November 2010
Nexbank Securities, Inc. January 2010 - June 2010
Highland Capital Management November 2008 - November 2009
Skills
Asset Managment, Private Equity, Hedge Funds, Alternative Investments, Valuation, Financial Modeling, Fixed Income, Asset Management, Bloomberg, Capital Markets, Investor Relations, Investments, Trading, Securities
Education
Brigham Young University 2000 — 2002
Masters, Accounting
Brigham Young University 2000 — 2002
BS, Accounting
Brigham Young University - Idaho 1999 — 2000
AA, Accounting
Brigham Young University - Idaho 1996 — 1997
Carla Lewis's SEI Experience 1994 - 1995
Job Vice President, Account Management
Industry Financial Services
Experience
Pershing, a BNY Mellon company April 2010 - Present
Morgan Stanley Investment Management 2000 - 2009
Delaware Investments 1997 - 2000
Federated Department Stores 1995 - 1997
SEI 1994 - 1995
Skills
Fixed Income, Investment Management, Asset Managment, Separately Managed..., Account Reconciliation, Equities, Asset Management, Institutional Accounts, Separate Accounts
Education
Boston College 1990 — 1994
BS, Finance and Marketing
Pershing, a BNY Mellon company April 2010 - Present
Morgan Stanley Investment Management 2000 - 2009
Delaware Investments 1997 - 2000
Federated Department Stores 1995 - 1997
SEI 1994 - 1995
Skills
Fixed Income, Investment Management, Asset Managment, Separately Managed..., Account Reconciliation, Equities, Asset Management, Institutional Accounts, Separate Accounts
Education
Boston College 1990 — 1994
BS, Finance and Marketing
Tony Grubb's SEI Experience January 2008 - February 2009
Job Senior Manager, Partner Success at ShopRunner
Industry Internet
Experience
ShopRunner February 2014 - Present
Xaxis August 2011 - February 2014
eBay Enterprise March 2011 - August 2011
eBay Enterprise May 2009 - March 2011
SEI January 2008 - February 2009
SEI May 2005 - January 2008
SEI July 2002 - May 2005
Goldman Sachs June 2001 - August 2001
Skills
Account Management, Business Analytics, Business Strategy, Business Development, Competitive Analysis, Web Analytics, Omniture, E-commerce, Marketing, Online Advertising, Project Management, Salesforce.com, Institutional Sales, Implementation..., Open Ad Stream, Management
Education
Villanova University 2005 — 2008
MBA
Bucknell University 1998 — 2002
BSBA, Management
ShopRunner February 2014 - Present
Xaxis August 2011 - February 2014
eBay Enterprise March 2011 - August 2011
eBay Enterprise May 2009 - March 2011
SEI January 2008 - February 2009
SEI May 2005 - January 2008
SEI July 2002 - May 2005
Goldman Sachs June 2001 - August 2001
Skills
Account Management, Business Analytics, Business Strategy, Business Development, Competitive Analysis, Web Analytics, Omniture, E-commerce, Marketing, Online Advertising, Project Management, Salesforce.com, Institutional Sales, Implementation..., Open Ad Stream, Management
Education
Villanova University 2005 — 2008
MBA
Bucknell University 1998 — 2002
BSBA, Management
Alan Nottingham's SEI Experience May 1990 - February 1991
Job Mechanical Designer at Lumenetix Inc.
Industry Consumer Electronics
Experience
Lumenetix Inc. September 2012 - Present
Seagate Technology 1993 - Present
SEI May 1990 - February 1991
Skills
Failure Analysis, Design of Experiments, Design for Manufacturing, SPC, FMEA, Mechanical Engineering, Manufacturing, Engineering, Product Development, Cross-functional Team..., Engineering Management, Lean Manufacturing, Six Sigma, Testing, Finite Element Analysis, Unigraphics, Abaqus, Automation, CAD, Solidworks, Machine Tools, Minitab, Manufacturing..., Pro Engineer, GD&T, R&D, Geometric Dimensioning, NX Unigraphics, SolidWorks
Education
Cabrillo College
n/a, Mechanical Engineering
Lumenetix Inc. September 2012 - Present
Seagate Technology 1993 - Present
SEI May 1990 - February 1991
Skills
Failure Analysis, Design of Experiments, Design for Manufacturing, SPC, FMEA, Mechanical Engineering, Manufacturing, Engineering, Product Development, Cross-functional Team..., Engineering Management, Lean Manufacturing, Six Sigma, Testing, Finite Element Analysis, Unigraphics, Abaqus, Automation, CAD, Solidworks, Machine Tools, Minitab, Manufacturing..., Pro Engineer, GD&T, R&D, Geometric Dimensioning, NX Unigraphics, SolidWorks
Education
Cabrillo College
n/a, Mechanical Engineering
Matt McAndrew's SEI Experience Accounting AnalystSEI2011 - Present
Job Accounting Analyst at SEI
Industry Financial Services
Experience
SEI Accounting AnalystSEI2011 - Present
Education
Bloomsburg University of Pennsylvania 2007 — 2011
Bachelor's degree, Accounting
SEI Accounting AnalystSEI2011 - Present
Education
Bloomsburg University of Pennsylvania 2007 — 2011
Bachelor's degree, Accounting
Danielle Rothermel's SEI Experience April 2013 - October 2013
Job Financial Reporting Specialist at ACE Group
Industry Accounting
Experience
ACE Group November 2014 - Present
ACE Group October 2013 - Present
SEI April 2013 - October 2013
SEI December 2010 - April 2013
Guggenheim Partners, and The Private Family Office, LLC September 2009 - May 2010
Skills
Financial Analysis, Accounting, Account Reconciliation, Financial Reporting, Financial Statements
Education
Cabrini College 2006 — 2010
ACE Group November 2014 - Present
ACE Group October 2013 - Present
SEI April 2013 - October 2013
SEI December 2010 - April 2013
Guggenheim Partners, and The Private Family Office, LLC September 2009 - May 2010
Skills
Financial Analysis, Accounting, Account Reconciliation, Financial Reporting, Financial Statements
Education
Cabrini College 2006 — 2010
Jackie McKenzie's SEI Experience October 2014 - Present
Job Operations Supervisor at SEI
Industry Financial Services
Experience
SEI October 2014 - Present
SEI February 2013 - October 2014
SEI October 2010 - February 2013
ACE Group Insurance May 2009 - August 2009
Skills
Mutual Funds, Investments, Wealth Management, Fixed Income, Financial Analysis, Securities, Equities, Strategic Financial..., Financial Services, Finance, Processing, IRAs, Qualified Retirement..., Compliance
Education
East Carolina University - College of Business 2006 — 2010
BSBA, Finance
Bond University
Semester Abroad
SEI October 2014 - Present
SEI February 2013 - October 2014
SEI October 2010 - February 2013
ACE Group Insurance May 2009 - August 2009
Skills
Mutual Funds, Investments, Wealth Management, Fixed Income, Financial Analysis, Securities, Equities, Strategic Financial..., Financial Services, Finance, Processing, IRAs, Qualified Retirement..., Compliance
Education
East Carolina University - College of Business 2006 — 2010
BSBA, Finance
Bond University
Semester Abroad
Patrick Tiberio's SEI Experience December 2010 - Present
Job Investment Manager Services at SEI
Industry Investment Management
Experience
SEI December 2010 - Present
Brinker Capital March 2009 - January 2011
Brinker Capital September 2008 - March 2009
Brinker Capital May 2008 - September 2008
Brinker Capital January 2006 - May 2008
Education
Cabrini College 2002 — 2006
Bachelor of Science, Finance
SEI December 2010 - Present
Brinker Capital March 2009 - January 2011
Brinker Capital September 2008 - March 2009
Brinker Capital May 2008 - September 2008
Brinker Capital January 2006 - May 2008
Education
Cabrini College 2002 — 2006
Bachelor of Science, Finance
Kyle Kocher, CFA's SEI Experience October 2002 - January 2006
Job Investment Advisor at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management April 2012 - Present
Wells Fargo January 2006 - April 2012
SEI October 2002 - January 2006
Skills
Asset Allocation, Bloomberg, Banking, Bonds, Capital Markets, Financial Modeling, Financial Services, High Net Worth..., New Business Development, Sales, Securities, Wealth Management..., Private Banking, Financial Markets, Financial Advisory, Options
Education
Temple University - Fox School of Business and Management 2004 — 2007
Masters, Finance
Bloomsburg University of Pennsylvania 1998 — 2002
Bachelor of Science, Finance
PNC Wealth Management April 2012 - Present
Wells Fargo January 2006 - April 2012
SEI October 2002 - January 2006
Skills
Asset Allocation, Bloomberg, Banking, Bonds, Capital Markets, Financial Modeling, Financial Services, High Net Worth..., New Business Development, Sales, Securities, Wealth Management..., Private Banking, Financial Markets, Financial Advisory, Options
Education
Temple University - Fox School of Business and Management 2004 — 2007
Masters, Finance
Bloomsburg University of Pennsylvania 1998 — 2002
Bachelor of Science, Finance
Elizabeth Blair's SEI Experience July 2015 - Present
Job Middle Office Analyst Platform Processing at SEI
Industry Financial Services
Experience
SEI July 2015 - Present
SEI December 2014 - June 2015
SEI March 2013 - November 2014
SEI Investments June 2012 - March 2013
SEI July 2010 - June 2012
SEI July 2005 - July 2010
Skills
Mutual Funds, Equities, Investments, Financial Services, Corporate Actions, Portfolio Management, Fixed Income, Wealth Management, Asset Management, Securities, Bloomberg, Alternative Investments, Hedge Funds, Relationship Management, Financial Analysis, Banking, Investment Management, Risk Management, Derivatives, Bonds, Valuation, Capital Markets, Operational Risk, AML, Cash Management, Trading, Private Banking, Back Office, Due Diligence, Asset Allocation, Business Analysis, Series 7
Education
Cabrini College 2009 — 2013
Master, Organizational Leadership, 3.78 GPA
King's College 2000 — 2004
BS, Marketing
Woodlynde School 1992 — 2000
SEI July 2015 - Present
SEI December 2014 - June 2015
SEI March 2013 - November 2014
SEI Investments June 2012 - March 2013
SEI July 2010 - June 2012
SEI July 2005 - July 2010
Skills
Mutual Funds, Equities, Investments, Financial Services, Corporate Actions, Portfolio Management, Fixed Income, Wealth Management, Asset Management, Securities, Bloomberg, Alternative Investments, Hedge Funds, Relationship Management, Financial Analysis, Banking, Investment Management, Risk Management, Derivatives, Bonds, Valuation, Capital Markets, Operational Risk, AML, Cash Management, Trading, Private Banking, Back Office, Due Diligence, Asset Allocation, Business Analysis, Series 7
Education
Cabrini College 2009 — 2013
Master, Organizational Leadership, 3.78 GPA
King's College 2000 — 2004
BS, Marketing
Woodlynde School 1992 — 2000
Tracy Wolcott's SEI Experience July 2011 - July 2012
Job Senior Consultant at Citi
Industry Information Technology and Services
Experience
Citi 2012 - Present
SEI July 2011 - July 2012
Merrill Lynch February 2011 - July 2011
Wilmington Trust August 2010 - February 2011
Wells Fargo July 2009 - August 2010
Independent Consultant December 2008 - August 2009
UBS Wealth Management July 2007 - November 2008
Wachovia, A Wells Fargo Company March 2000 - June 2007
Commerce Bank October 2001 - March 2002
BankOne April 1999 - October 2001
Skills
Vendor Management, Strategic Planning, PMO, CRM, Requirements Analysis, Business Analysis, Wealth Management, Cross-functional Team..., Integration, Securities, IT Strategy, Strategy, Project Management, MS Project, Disaster Recovery, Analysis, Software Development
Education
Bloomsburg University of Pennsylvania 1981 — 1984
BS, Computer Science
Citi 2012 - Present
SEI July 2011 - July 2012
Merrill Lynch February 2011 - July 2011
Wilmington Trust August 2010 - February 2011
Wells Fargo July 2009 - August 2010
Independent Consultant December 2008 - August 2009
UBS Wealth Management July 2007 - November 2008
Wachovia, A Wells Fargo Company March 2000 - June 2007
Commerce Bank October 2001 - March 2002
BankOne April 1999 - October 2001
Skills
Vendor Management, Strategic Planning, PMO, CRM, Requirements Analysis, Business Analysis, Wealth Management, Cross-functional Team..., Integration, Securities, IT Strategy, Strategy, Project Management, MS Project, Disaster Recovery, Analysis, Software Development
Education
Bloomsburg University of Pennsylvania 1981 — 1984
BS, Computer Science
Melissa (Melissa Geier) Lyall's SEI Experience January 2012 - July 2012
Job Tax Senior Associate Corporate Tax at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP November 2013 - Present
Ernst & Young July 2012 - November 2013
SEI January 2012 - July 2012
VERNON BITZER ASSOCIATES, INC January 2002 - July 2009
Candlewood Suites June 2000 - January 2002
C & C FORD June 2000 - September 2000
Skills
Microsoft Excel, Customer Service, PowerPoint, Tax, Team Building, Negotiation, Recruiting, Retail, Coaching, Finance, GAAP, Mutual Funds, Tax Returns, Budgets
Education
TEMPLE UNIVERSITY, Fox School of Business 2010 — 2011
Bachelor, Business Administration; Accounting
Bucks County Community College 2008 — 2010
Accounting
Grant Thornton LLP November 2013 - Present
Ernst & Young July 2012 - November 2013
SEI January 2012 - July 2012
VERNON BITZER ASSOCIATES, INC January 2002 - July 2009
Candlewood Suites June 2000 - January 2002
C & C FORD June 2000 - September 2000
Skills
Microsoft Excel, Customer Service, PowerPoint, Tax, Team Building, Negotiation, Recruiting, Retail, Coaching, Finance, GAAP, Mutual Funds, Tax Returns, Budgets
Education
TEMPLE UNIVERSITY, Fox School of Business 2010 — 2011
Bachelor, Business Administration; Accounting
Bucks County Community College 2008 — 2010
Accounting
Kathleen Keehn's SEI Experience October 2005 - Present
Job Senior Business Manager at SEI
Industry Financial Services
Experience
SEI October 2005 - Present
Education
Villanova University 1987 — 1993
Master of Business Administration (M.B.A.)
Bloomsburg University of Pennsylvania 1981 — 1985
Bachelor of Science (BS), Accounting
SEI October 2005 - Present
Education
Villanova University 1987 — 1993
Master of Business Administration (M.B.A.)
Bloomsburg University of Pennsylvania 1981 — 1985
Bachelor of Science (BS), Accounting
James Vaccaro's SEI Experience December 2013 - Present
Job Investment Analyst at SEI
Industry Investment Management
Experience
SEI December 2013 - Present
Tony's Place Bar and Grille August 2013 - Present
Kenny's Spirited Eatery August 2010 - August 2013
Skills
Accounting, Fraud, Financial Services, Cash Flow, Data Entry, P&L, Cash Management, Teamwork, Microsoft Excel, Microsoft Word, Credit Analysis
Education
Bloomsburg University of Pennsylvania 2008 — 2012
Bachelor of Science (BS), Accounting
SEI December 2013 - Present
Tony's Place Bar and Grille August 2013 - Present
Kenny's Spirited Eatery August 2010 - August 2013
Skills
Accounting, Fraud, Financial Services, Cash Flow, Data Entry, P&L, Cash Management, Teamwork, Microsoft Excel, Microsoft Word, Credit Analysis
Education
Bloomsburg University of Pennsylvania 2008 — 2012
Bachelor of Science (BS), Accounting
Jacob Floyd's SEI Experience 2005 - 2006
Job Merchandise Handling at Kohl's Department Stores
Industry Retail
Experience
Kohl's Department Stores November 2006 - Present
SEI 2005 - 2006
Skills
Labor intensive, People Skills, Construction, EMT training, Cpr Certified, Survival Training
Education
California State University-Fullerton 2012 — 2013
Criminal Justice and Corrections
Cypress College 2007 — 2012
Aviation/Airway Management and Operations
Kohl's Department Stores November 2006 - Present
SEI 2005 - 2006
Skills
Labor intensive, People Skills, Construction, EMT training, Cpr Certified, Survival Training
Education
California State University-Fullerton 2012 — 2013
Criminal Justice and Corrections
Cypress College 2007 — 2012
Aviation/Airway Management and Operations
Chanda McCard-Jackson's SEI Experience January 2005 - October 2006
Job Institutional Accounting Supervisor at The Bank of New York Mellon
Industry Financial Services
Experience
BNY Mellon November 2006 - Present
BNY Mellon November 2006 - Present
Delaware Investments November 2006 - October 2008
SEI January 2005 - October 2006
State Street January 2001 - December 2004
Merrill Lynch June 1999 - December 2000
Skills
Microsoft Excel, Management, Customer Service, Financial Analysis, Risk Management, Project Management, Finance, Business Analysis, PowerPoint
Education
Saint Joseph's University 2010 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General
Cabrini College
Bachelor's degree, Accounting and Finance
BNY Mellon November 2006 - Present
BNY Mellon November 2006 - Present
Delaware Investments November 2006 - October 2008
SEI January 2005 - October 2006
State Street January 2001 - December 2004
Merrill Lynch June 1999 - December 2000
Skills
Microsoft Excel, Management, Customer Service, Financial Analysis, Risk Management, Project Management, Finance, Business Analysis, PowerPoint
Education
Saint Joseph's University 2010 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General
Cabrini College
Bachelor's degree, Accounting and Finance
Thomas Celona's SEI Experience May 2012 - September 2012
Job Cashier at The Home Depot
Industry Restaurants
Experience
The Home Depot April 2014 - Present
McDonald's May 2013 - October 2014
SEI May 2012 - September 2012
Ockanickon Scout Reservation June 2006 - August 2011
Skills
Teaching, Public Speaking, Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Microsoft Outlook, Management, Customer Service, Python (beginner level), Javascript (beginner..., Forklift Operation, Reach Truck Operation, Order Picker Operation
Education
Moravian College 2010 — 2012
Bachelor of Arts (BA), Economics, GPA: 3.31/4.00
Bucks County Community College 2007 — 2009
Associate of Arts (AA), Business Administration and Management, General, 3.20/4.00
The Home Depot April 2014 - Present
McDonald's May 2013 - October 2014
SEI May 2012 - September 2012
Ockanickon Scout Reservation June 2006 - August 2011
Skills
Teaching, Public Speaking, Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Microsoft Outlook, Management, Customer Service, Python (beginner level), Javascript (beginner..., Forklift Operation, Reach Truck Operation, Order Picker Operation
Education
Moravian College 2010 — 2012
Bachelor of Arts (BA), Economics, GPA: 3.31/4.00
Bucks County Community College 2007 — 2009
Associate of Arts (AA), Business Administration and Management, General, 3.20/4.00
Leslie Sheppard's SEI Experience September 2005 - Present
Job Reconcilation Specialist at SEI
Industry Financial Services
Experience
SEI September 2005 - Present
Education
Bloomsburg University of Pennsylvania 1998 — 2003
Bachelor of Science, Business Administration, Finance
Friedrich-Schiller-Universität Jena 2001 — 2001
German as a Foreign Language
SEI September 2005 - Present
Education
Bloomsburg University of Pennsylvania 1998 — 2003
Bachelor of Science, Business Administration, Finance
Friedrich-Schiller-Universität Jena 2001 — 2001
German as a Foreign Language
John Maresca's SEI Experience August 2015 - Present
Job Advisory Network at SEI
Industry Financial Services
Experience
SEI August 2015 - Present
First Niagara Bank June 2014 - May 2015
BBCG Productions April 2014 - June 2014
Wells Fargo September 2012 - December 2013
Market Street Advisors April 2012 - August 2012
ING Financial Partners February 2011 - February 2012
SolomonEdwards June 2009 - February 2011
Education
Bryant University 2004 — 2008
Bachelor’s Degree, Accounting and Finance
SEI August 2015 - Present
First Niagara Bank June 2014 - May 2015
BBCG Productions April 2014 - June 2014
Wells Fargo September 2012 - December 2013
Market Street Advisors April 2012 - August 2012
ING Financial Partners February 2011 - February 2012
SolomonEdwards June 2009 - February 2011
Education
Bryant University 2004 — 2008
Bachelor’s Degree, Accounting and Finance
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.