SEI Company
Industry: Financial services company
DescriptionSEI Investments Company, formerly Simulated Environments Inc, is a financial services company headquartered in Oaks, Pennsylvania, United States. The company describes itself as "a global provider of investment processing, investment management, and investment operations solutions". Headquarters: Oaks, PA CEO: Alfred P. West, Jr. (1968–) Founder: Alfred P. West, Jr. Founded: 1968 Subsidiaries: SEI Investments Inc, LSV ASSET MANAGEMENT,
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2,206 SEI employees in database. Find out everything there's to know about SEI employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
SEI Employees
Employee
Years
Job
Industry
Josh Whitford Josh Whitford's SEI Experience November 2006 - December 2007
Job CTO at Pitch Industries
Industry Online Media
Experience
Pitch Industries August 2012 - Present
Echelon Media August 2010 - August 2012
Techgames LLC June 2010 - June 2012
Unconventional Marketing December 2007 - August 2010
SEI November 2006 - December 2007
Skills
Marketing, Networking, Deal Flow, Online Advertising, SEO, Social Media Marketing, Consulting, Facebook, Blogging, Entrepreneurship, Social Networking, Social Media, Digital Media, Web Design, Online Marketing, WordPress, Web Development, User Experience, Business Development, SaaS, Mobile Devices, Web Analytics, PPC, Mobile Marketing, CRM, E-commerce, SEM, Digital Strategy, Google Adwords, Email Marketing, Start-ups
Education
Concordia College 2002 — 2006
Bachelor of Science (B.S.), Political Science and Government
Pitch Industries August 2012 - Present
Echelon Media August 2010 - August 2012
Techgames LLC June 2010 - June 2012
Unconventional Marketing December 2007 - August 2010
SEI November 2006 - December 2007
Skills
Marketing, Networking, Deal Flow, Online Advertising, SEO, Social Media Marketing, Consulting, Facebook, Blogging, Entrepreneurship, Social Networking, Social Media, Digital Media, Web Design, Online Marketing, WordPress, Web Development, User Experience, Business Development, SaaS, Mobile Devices, Web Analytics, PPC, Mobile Marketing, CRM, E-commerce, SEM, Digital Strategy, Google Adwords, Email Marketing, Start-ups
Education
Concordia College 2002 — 2006
Bachelor of Science (B.S.), Political Science and Government
Jeffrey Cassano Jeffrey Cassano's SEI Experience September 2007 - June 2009
Job Marketing & Human Resources
Industry Sporting Goods
Experience
Buckman's Inc. August 2014 - Present
Community Music School October 2013 - August 2014
Abundant Life Bible Church June 2009 - October 2013
SEI September 2007 - June 2009
Buckman's Ski & Snowboard Shops October 2004 - October 2007
Buckman's Inc. October 2004 - October 2007
DGK Group, P.C. May 2001 - October 2004
Skills
Program Management, Team Building, Project Management, Strategic Planning, Operations Management, Microsoft Office, Financial Statement..., Business Strategy, Non-profits, Event Management, Budgets, Customer Service, Payroll, Nonprofits, Microsoft Excel, Team Leadership, Management, Analysis, PowerPoint, Microsoft Word, Leadership, Accounting
Education
Villanova University 2007 — 2010
Master of Business Administration (MBA), Business Administration and Management, General
Cedarville University 2001 — 2004
Bachelor of Arts (B.A.), Finance, General
Word of Life Bible Institute 2000 — 2001
Bible, Bible/Biblical Studies, 4.0
Buckman's Inc. August 2014 - Present
Community Music School October 2013 - August 2014
Abundant Life Bible Church June 2009 - October 2013
SEI September 2007 - June 2009
Buckman's Ski & Snowboard Shops October 2004 - October 2007
Buckman's Inc. October 2004 - October 2007
DGK Group, P.C. May 2001 - October 2004
Skills
Program Management, Team Building, Project Management, Strategic Planning, Operations Management, Microsoft Office, Financial Statement..., Business Strategy, Non-profits, Event Management, Budgets, Customer Service, Payroll, Nonprofits, Microsoft Excel, Team Leadership, Management, Analysis, PowerPoint, Microsoft Word, Leadership, Accounting
Education
Villanova University 2007 — 2010
Master of Business Administration (MBA), Business Administration and Management, General
Cedarville University 2001 — 2004
Bachelor of Arts (B.A.), Finance, General
Word of Life Bible Institute 2000 — 2001
Bible, Bible/Biblical Studies, 4.0
Matthew Fahy, CRPC® Matthew Fahy, CRPC®'s SEI Experience September 2014 - Present
Job US Asset Management Specialist at SEI
Industry Financial Services
Experience
SEI September 2014 - Present
Lincoln Financial Group July 2012 - August 2014
TD Bank Group June 2010 - July 2012
Skills
Banking, Financial Services, Investments, Insurance, Financial Analysis, Finance, Retirement Planning, Call Center, Customer Service, Series 63, FINRA, Risk Management, Process Improvement, Series 6, Annuity Sales, Sales, Leadership, Life Insurance, Life, CRM databases, IRAs, Asset Allocation, Microsoft Excel, Microsoft Office, 401k, 403 b, Mutual Funds
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2009
B.A., Economics
Camden County College 2004 — 2006
Associate's, Business Administration
SEI September 2014 - Present
Lincoln Financial Group July 2012 - August 2014
TD Bank Group June 2010 - July 2012
Skills
Banking, Financial Services, Investments, Insurance, Financial Analysis, Finance, Retirement Planning, Call Center, Customer Service, Series 63, FINRA, Risk Management, Process Improvement, Series 6, Annuity Sales, Sales, Leadership, Life Insurance, Life, CRM databases, IRAs, Asset Allocation, Microsoft Excel, Microsoft Office, 401k, 403 b, Mutual Funds
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2009
B.A., Economics
Camden County College 2004 — 2006
Associate's, Business Administration
Jean-Francois Milette Jean-Francois Milette's SEI Experience 2003 - 2005
Job Managing Director at Aviva Investors
Industry Financial Services
Experience
Aviva Investors April 2013 - Present
Aon Hewitt May 2012 - April 2013
bfinance January 2010 - May 2012
Dexia Asset Management August 2008 - February 2010
Manulife Asset Management 2005 - 2008
SEI 2003 - 2005
Skills
Investment Strategies, Asset Managment, Alternative Investments, Investments, Asset Management, Asset Allocation, Equities, Fixed Income, Defined Benefit, Capital Markets, Investment Management, Pensions, Portfolio Management, Hedge Funds, Mutual Funds, Wealth Management, Retirement
Education
Concordia University
Sherbrooke University
MBA
Aviva Investors April 2013 - Present
Aon Hewitt May 2012 - April 2013
bfinance January 2010 - May 2012
Dexia Asset Management August 2008 - February 2010
Manulife Asset Management 2005 - 2008
SEI 2003 - 2005
Skills
Investment Strategies, Asset Managment, Alternative Investments, Investments, Asset Management, Asset Allocation, Equities, Fixed Income, Defined Benefit, Capital Markets, Investment Management, Pensions, Portfolio Management, Hedge Funds, Mutual Funds, Wealth Management, Retirement
Education
Concordia University
Sherbrooke University
MBA
Greg Keil Greg Keil's SEI Experience November 2013 - March 2014
Job Underwriter Portfolio Management Team at TD
Industry Banking
Experience
TD March 2014 - Present
SEI November 2013 - March 2014
Whitemarsh Valley Country Club January 2012 - November 2013
Olympia Fields Country Club May 2008 - December 2011
Quail Creek Golf Club August 2006 - May 2009
Woodcrest Country Club May 2006 - August 2007
Skills
Finance, Golf Course Management, Investments, Accounting, Mutual Funds, Account Reconciliation, Golf, Golf Instruction, Golf Club Repair, Junior Golf, Golf Fitness, Golf Clubs, Tournament Director, Commercial Banking, Commercial Lending, Cash Flow Lending, Cash Flow Analysis, Cash Flow Statements, Debt & Equity Financing, Tax Returns, Financial Statements, Small Business Lending, Small Business..., Credit Analysis, Credit Risk, Lines Of Credit
Education
Coastal Carolina University 2005 — 2009
Bachelor of Science (BS), Finance, General & Professional Golf Management
Winslow Township High School 2001 — 2005
Diploma
TD March 2014 - Present
SEI November 2013 - March 2014
Whitemarsh Valley Country Club January 2012 - November 2013
Olympia Fields Country Club May 2008 - December 2011
Quail Creek Golf Club August 2006 - May 2009
Woodcrest Country Club May 2006 - August 2007
Skills
Finance, Golf Course Management, Investments, Accounting, Mutual Funds, Account Reconciliation, Golf, Golf Instruction, Golf Club Repair, Junior Golf, Golf Fitness, Golf Clubs, Tournament Director, Commercial Banking, Commercial Lending, Cash Flow Lending, Cash Flow Analysis, Cash Flow Statements, Debt & Equity Financing, Tax Returns, Financial Statements, Small Business Lending, Small Business..., Credit Analysis, Credit Risk, Lines Of Credit
Education
Coastal Carolina University 2005 — 2009
Bachelor of Science (BS), Finance, General & Professional Golf Management
Winslow Township High School 2001 — 2005
Diploma
Derrick Heller Derrick Heller's SEI Experience October 2013 - November 2013
Job Graduate of Lock Haven University of Pennsylvania
Industry Accounting
Experience
FMS - Fr. Meyer's Sohn March 2014 - Present
SEI October 2013 - November 2013
Berkshire Dairy and Food August 2013 - September 2013
Lock Haven University September 2011 - May 2013
Sovereign Bank June 2009 - September 2009
Skills
Research, Higher Education, Public Speaking, Social Media, Microsoft Office, International Education, Event Planning, Microsoft Word, PowerPoint, Microsoft Excel, Social Networking, Teaching, History, Time Management, Customer Service, Public Relations, Teamwork, Marketing, Accounting, Auditing, International Business, Volunteering, Student Affairs, Critical Thinking
Education
Lock Haven University of Pennsylvania 2009 — 2013
Accounting, International Studies
Chungnam National University 2011 — 2011
Cultural Studies, Korean Language and Business
FMS - Fr. Meyer's Sohn March 2014 - Present
SEI October 2013 - November 2013
Berkshire Dairy and Food August 2013 - September 2013
Lock Haven University September 2011 - May 2013
Sovereign Bank June 2009 - September 2009
Skills
Research, Higher Education, Public Speaking, Social Media, Microsoft Office, International Education, Event Planning, Microsoft Word, PowerPoint, Microsoft Excel, Social Networking, Teaching, History, Time Management, Customer Service, Public Relations, Teamwork, Marketing, Accounting, Auditing, International Business, Volunteering, Student Affairs, Critical Thinking
Education
Lock Haven University of Pennsylvania 2009 — 2013
Accounting, International Studies
Chungnam National University 2011 — 2011
Cultural Studies, Korean Language and Business
Jon Christ Jon Christ's SEI Experience September 2015 - Present
Job Global Regulatory Risk & Compliance Supervisor at SEI
Industry Financial Services
Experience
SEI September 2015 - Present
United States Army Reserve March 2004 - Present
SEI July 2014 - August 2015
Debsun Distribution, LLC January 2012 - May 2014
T3 Trading Group, LLC April 2013 - March 2014
Skills
Logistics, Army, Collaboration, Customer Service, PowerPoint, Leadership, Self-starter, Inventory Management, Military Operations, Operational Planning, Process Scheduler, Time Management, Microsoft Excel, Military Logistics, Training, Military Experience, Team Leadership, Team Building, Proficient in DCAM,..., Microsoft Word, First Aid, Security Clearance, Form PF, CPO-PQR, AIFMD
Education
West Chester University of Pennsylvania
Bachelor of Science (B.S.), Finance, with Accounting Minor, Magna Cum Laude
Delaware County Community College
Associate of Science (A.S.), Business Administration
Temple University 2000 — 2001
Computer Science
SEI September 2015 - Present
United States Army Reserve March 2004 - Present
SEI July 2014 - August 2015
Debsun Distribution, LLC January 2012 - May 2014
T3 Trading Group, LLC April 2013 - March 2014
Skills
Logistics, Army, Collaboration, Customer Service, PowerPoint, Leadership, Self-starter, Inventory Management, Military Operations, Operational Planning, Process Scheduler, Time Management, Microsoft Excel, Military Logistics, Training, Military Experience, Team Leadership, Team Building, Proficient in DCAM,..., Microsoft Word, First Aid, Security Clearance, Form PF, CPO-PQR, AIFMD
Education
West Chester University of Pennsylvania
Bachelor of Science (B.S.), Finance, with Accounting Minor, Magna Cum Laude
Delaware County Community College
Associate of Science (A.S.), Business Administration
Temple University 2000 — 2001
Computer Science
Nicholas Tarsiewicz Nicholas Tarsiewicz's SEI Experience October 2012 - October 2013
Job Senior Accountant
Industry Accounting
Experience
Penn Medicine, University of Pennsylvania Health System May 2015 - Present
McGladrey October 2013 - May 2015
SEI October 2012 - October 2013
Glowpoint, Inc. January 2012 - October 2012
Nationwide Insurance Joseph D. Boyle Agency August 2007 - January 2012
Schock's Automotive Sunoco 2000 - 2008
Skills
Health Insurance, Customer Service, Accounting, Microsoft Excel, Sales, Insurance, Microsoft Office, Microsoft Word, PowerPoint, Account Management, Homeowners, Whole Life, Data Entry, Strategic Planning, Umbrella Insurance, Renters, Term Life Insurance, Inland Marine, Video Conferencing, Polycom Video..., Telecommunications, Managed Services, Troubleshooting, Outlook, Cisco Telepresence, H.323, ISDN, Tandberg, Telepresence, Fund Accounting, Sunguard, InvestOne, Twitter, Facebook, LinkedIn, Mutual Funds, Enterprise Software, Bloomberg Terminal, SEI Trust 3000, Account Reconciliation, Financial Analysis, Financial Reporting
Education
Chestnut Hill College 2005 — 2009
BS, Accounting
Roman Catholic High School 2001 — 2005
Penn Medicine, University of Pennsylvania Health System May 2015 - Present
McGladrey October 2013 - May 2015
SEI October 2012 - October 2013
Glowpoint, Inc. January 2012 - October 2012
Nationwide Insurance Joseph D. Boyle Agency August 2007 - January 2012
Schock's Automotive Sunoco 2000 - 2008
Skills
Health Insurance, Customer Service, Accounting, Microsoft Excel, Sales, Insurance, Microsoft Office, Microsoft Word, PowerPoint, Account Management, Homeowners, Whole Life, Data Entry, Strategic Planning, Umbrella Insurance, Renters, Term Life Insurance, Inland Marine, Video Conferencing, Polycom Video..., Telecommunications, Managed Services, Troubleshooting, Outlook, Cisco Telepresence, H.323, ISDN, Tandberg, Telepresence, Fund Accounting, Sunguard, InvestOne, Twitter, Facebook, LinkedIn, Mutual Funds, Enterprise Software, Bloomberg Terminal, SEI Trust 3000, Account Reconciliation, Financial Analysis, Financial Reporting
Education
Chestnut Hill College 2005 — 2009
BS, Accounting
Roman Catholic High School 2001 — 2005
Jaye Berman Jaye Berman's SEI Experience 2013 - 2014
Job Sr. Copywriter at Lincoln Financial Group
Industry Writing and Editing
Experience
Lincoln Financial Group 2014 - Present
SEI 2013 - 2014
Independent Contractor 2004 - 2014
Vanguard 1999 - 2004
The Wharton School 1998 - 1999
Vanguard 1997 - 1998
Al Paul Lefton Co. 1995 - 1997
Villanova University 1988 - 1995
Skills
Marketing Communications, Editing, Public Relations, Financial Services, Newsletters, Internal Communications, Corporate Communications, Social Media, Copywriting, Proofreading, Project Management, Media Relations, White Papers, Crisis Communications, Web Content, High Net Worth..., Retirement Savings, Qualified Retirement..., Retirement Planning, Employee Benefits, Institutional Investors, Mutual Funds, Variable Annuities, Direct Mail, Strategic Communications, RFP, Retirement Benefits, Writing, Copy Editing, Guaranteed Lifetime..., Content Strategy, Content Management, Press Releases, Books, Publishing, Blogging, Publications, Creative Writing, Feature Articles, Integrated Marketing, Speech Writing, Technical Writing, Content Development, Marketing, Video, Email Marketing
Education
University of Wisconsin-Milwaukee
Doctor of Philosophy (Ph.D.), English
University of Wisconsin-Milwaukee
Master's Degree, English
University of Wisconsin-Madison
Master's Degree, Educational Psychology
University of Wisconsin-Milwaukee
Bachelor's Degree, Comparative Literature
Cardinal Stritch University
Secondary Education and Teaching
Indiana University Bloomington
Folklore Studies
Johann Wolfgang Goethe-Universität Frankfurt am Main
American Studies, Graduate Student Exchange Program
Lincoln Financial Group 2014 - Present
SEI 2013 - 2014
Independent Contractor 2004 - 2014
Vanguard 1999 - 2004
The Wharton School 1998 - 1999
Vanguard 1997 - 1998
Al Paul Lefton Co. 1995 - 1997
Villanova University 1988 - 1995
Skills
Marketing Communications, Editing, Public Relations, Financial Services, Newsletters, Internal Communications, Corporate Communications, Social Media, Copywriting, Proofreading, Project Management, Media Relations, White Papers, Crisis Communications, Web Content, High Net Worth..., Retirement Savings, Qualified Retirement..., Retirement Planning, Employee Benefits, Institutional Investors, Mutual Funds, Variable Annuities, Direct Mail, Strategic Communications, RFP, Retirement Benefits, Writing, Copy Editing, Guaranteed Lifetime..., Content Strategy, Content Management, Press Releases, Books, Publishing, Blogging, Publications, Creative Writing, Feature Articles, Integrated Marketing, Speech Writing, Technical Writing, Content Development, Marketing, Video, Email Marketing
Education
University of Wisconsin-Milwaukee
Doctor of Philosophy (Ph.D.), English
University of Wisconsin-Milwaukee
Master's Degree, English
University of Wisconsin-Madison
Master's Degree, Educational Psychology
University of Wisconsin-Milwaukee
Bachelor's Degree, Comparative Literature
Cardinal Stritch University
Secondary Education and Teaching
Indiana University Bloomington
Folklore Studies
Johann Wolfgang Goethe-Universität Frankfurt am Main
American Studies, Graduate Student Exchange Program
Shane Donovan Shane Donovan's SEI Experience July 2015 - Present
Job Finance and Political Science Graduate: California University of Pennsylvania
Industry Financial Services
Experience
SEI July 2015 - Present
Federal Reserve Bank of Philadelphia May 2014 - August 2014
Skills
Business Analysis, Financial Analysis, Risk Management, Credit, Process Improvement, Finance, Analysis, Banking, Public Speaking, Credit Analysis, Budgets, Customer Service, Teamwork, PowerPoint, Microsoft Excel, Microsoft Office, Leadership
Education
California University of Pennsylvania 2011 — 2015
BS Business Administration, Finance, Rising Senior
California University of Pennsylvania 2011 — 2015
BA Political Science, Pre-Law Studies, Rising Senior
SEI July 2015 - Present
Federal Reserve Bank of Philadelphia May 2014 - August 2014
Skills
Business Analysis, Financial Analysis, Risk Management, Credit, Process Improvement, Finance, Analysis, Banking, Public Speaking, Credit Analysis, Budgets, Customer Service, Teamwork, PowerPoint, Microsoft Excel, Microsoft Office, Leadership
Education
California University of Pennsylvania 2011 — 2015
BS Business Administration, Finance, Rising Senior
California University of Pennsylvania 2011 — 2015
BA Political Science, Pre-Law Studies, Rising Senior
Koren Clark Koren Clark's SEI Experience July 2002 - October 2002
Job Quality Assurance Technical Consultant at Montgomery Early Learning Centers
Industry Education Management
Experience
Montgomery Early Learning Centers November 2012 - Present
The Girl Scouts of Eastern Pennsylvania May 2012 - August 2012
Bright Horizons November 2006 - May 2012
Kiddie Academy July 2006 - November 2006
Nobel Learning Communities October 2002 - July 2006
SEI July 2002 - October 2002
Vanguard January 2000 - July 2002
Skills
Trainers, Supervision, Program Management, Program Evaluation, Observation, Feedback, Multi Tasking, Organizational..., Training Programme..., Training Delivery, Data Entry, Communication, Coaching, Child Development, Fundraising, Early Childhood..., Training
Education
Chestnut Hill College 2009 — 2012
Master's degree, Administration of Human Services
Montgomery County Community College 2006 — 2009
Associate of Arts (A.A.), Early Childhood Education and Teaching
West Chester University of Pennsylvania 1992 — 1996
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Montgomery Early Learning Centers November 2012 - Present
The Girl Scouts of Eastern Pennsylvania May 2012 - August 2012
Bright Horizons November 2006 - May 2012
Kiddie Academy July 2006 - November 2006
Nobel Learning Communities October 2002 - July 2006
SEI July 2002 - October 2002
Vanguard January 2000 - July 2002
Skills
Trainers, Supervision, Program Management, Program Evaluation, Observation, Feedback, Multi Tasking, Organizational..., Training Programme..., Training Delivery, Data Entry, Communication, Coaching, Child Development, Fundraising, Early Childhood..., Training
Education
Chestnut Hill College 2009 — 2012
Master's degree, Administration of Human Services
Montgomery County Community College 2006 — 2009
Associate of Arts (A.A.), Early Childhood Education and Teaching
West Chester University of Pennsylvania 1992 — 1996
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Danielle Blue Danielle Blue's SEI Experience January 2014 - May 2014
Job Waitress at Carrabba's Italian Grill
Industry Restaurants
Experience
Carrabba's Italian Grill December 2005 - Present
SEI January 2014 - May 2014
Vanguard September 2013 - December 2013
Randstad at Vanguard January 2013 - September 2013
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, SAP, Spanish, PowerPoint, iPhone, Leadership, Outlook, Data Entry, Inventory Management, Training, Retail, Telephone Skills, Sales, Financial Analysis, Social Media, Finance, CRM, Customer Service, Time Management, Investments, Teamwork, Facebook
Education
Delaware County Community College 2015 — 2015
Certified Nursing Assistant, Registered Nursing/Registered Nurse
West Chester University of Pennsylvania 2009 — 2011
Bachelor's degree, Finance and Economics
Delaware County Community College 2006 — 2009
Associate of Science (A.S.), Business Administration and Management, General
Carrabba's Italian Grill December 2005 - Present
SEI January 2014 - May 2014
Vanguard September 2013 - December 2013
Randstad at Vanguard January 2013 - September 2013
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, SAP, Spanish, PowerPoint, iPhone, Leadership, Outlook, Data Entry, Inventory Management, Training, Retail, Telephone Skills, Sales, Financial Analysis, Social Media, Finance, CRM, Customer Service, Time Management, Investments, Teamwork, Facebook
Education
Delaware County Community College 2015 — 2015
Certified Nursing Assistant, Registered Nursing/Registered Nurse
West Chester University of Pennsylvania 2009 — 2011
Bachelor's degree, Finance and Economics
Delaware County Community College 2006 — 2009
Associate of Science (A.S.), Business Administration and Management, General
Mario Camaj's SEI Experience 1996 - 1999
Job Director, Information Systems & Technology, Technology Leadership (M.S. Tech Management, 2015)
Industry Information Technology and Services
Experience
Columbia University in the City of New York December 2013 - Present
CAST Software October 2012 - November 2013
Cloud Sherpas March 2010 - October 2012
Deutsche Bank May 2007 - March 2010
Sterling Grace Corporation January 2005 - May 2007
Neomeo Corp September 1999 - February 2001
SEI 1996 - 1999
Skills
Shipping, IT Management, Salesforce.com, Web Development, Business Analysis, Real Estate Investment, Project Management, Product Management, Strategic Planning, Acquisitions, Business Development, Relationship Management, Financial Modeling, Technical Architecture, PMP, ERP, Marine Industry, CRM, Six Sigma, Argus Modeling, Venture Capital, Operating Systems, Technology, Product Development, Enterprise Software, Management, Business Process, Leadership, Consulting, Analysis, Software Development, Mergers & Acquisitions, Business Intelligence, SaaS, Cloud Computing, Integration, SDLC, Business Strategy, Software Documentation, IT Strategy, Software Project..., Enterprise Architecture, Mobile Applications, Project Portfolio..., Requirements Analysis, Program Management, Outsourcing, Vendor Management, Solution Architecture, Analytics
Education
Columbia University in the City of New York 2014 — 2015
Executive Masters of Science, Technology Management
Fordham University 2001 — 2003
BA, International Economics
Ursinus College 1996 — 1999
Economics
Aviation High School 1992 — 1996
High School Diploma, Aviation Science
Columbia University in the City of New York December 2013 - Present
CAST Software October 2012 - November 2013
Cloud Sherpas March 2010 - October 2012
Deutsche Bank May 2007 - March 2010
Sterling Grace Corporation January 2005 - May 2007
Neomeo Corp September 1999 - February 2001
SEI 1996 - 1999
Skills
Shipping, IT Management, Salesforce.com, Web Development, Business Analysis, Real Estate Investment, Project Management, Product Management, Strategic Planning, Acquisitions, Business Development, Relationship Management, Financial Modeling, Technical Architecture, PMP, ERP, Marine Industry, CRM, Six Sigma, Argus Modeling, Venture Capital, Operating Systems, Technology, Product Development, Enterprise Software, Management, Business Process, Leadership, Consulting, Analysis, Software Development, Mergers & Acquisitions, Business Intelligence, SaaS, Cloud Computing, Integration, SDLC, Business Strategy, Software Documentation, IT Strategy, Software Project..., Enterprise Architecture, Mobile Applications, Project Portfolio..., Requirements Analysis, Program Management, Outsourcing, Vendor Management, Solution Architecture, Analytics
Education
Columbia University in the City of New York 2014 — 2015
Executive Masters of Science, Technology Management
Fordham University 2001 — 2003
BA, International Economics
Ursinus College 1996 — 1999
Economics
Aviation High School 1992 — 1996
High School Diploma, Aviation Science
Brian Wenocur Brian Wenocur's SEI Experience March 1982 - Present
Job Senior Application Developer at SEI
Industry Financial Services
Experience
SEI March 1982 - Present
Wagner Associates February 1973 - March 1982
Skills
SDLC, Data Warehousing, SSIS, ETL, T-SQL, DTS, DB2, SSRS, Sybase, PVCS, CICS, Agile Methodologies, Database Design, Software Development, Informatica
Education
University of Pennsylvania 1969 — 1973
MSEE, Computer Science
Case Western Reserve University 1964 — 1968
Bachelor of Science (BS), Physics
SEI March 1982 - Present
Wagner Associates February 1973 - March 1982
Skills
SDLC, Data Warehousing, SSIS, ETL, T-SQL, DTS, DB2, SSRS, Sybase, PVCS, CICS, Agile Methodologies, Database Design, Software Development, Informatica
Education
University of Pennsylvania 1969 — 1973
MSEE, Computer Science
Case Western Reserve University 1964 — 1968
Bachelor of Science (BS), Physics
Kevin Knabe Kevin Knabe's SEI Experience January 2015 - Present
Job User Experience Designer at SEI
Industry Information Technology and Services
Experience
SEI January 2015 - Present
Rodale February 2005 - September 2014
The Vanguard Group September 2001 - February 2005
Penn State University January 2001 - May 2004
Knabe Design May 2000 - September 2001
CDNOW September 1998 - May 2000
Apple Computer September 1988 - September 1998
Sun Microsystems February 1996 - July 1996
IBM May 1988 - September 1988
Skills
Information Architecture, Usability Testing, User Interface Design, Usability, User-centered Design, Web Analytics, User Experience, User Interface, User Research, Digital Media, Wireframes, User Experience Design, E-commerce
Education
Carnegie Mellon University 1986 — 1988
MA, Professional Writing
Syracuse University 1976 — 1980
BA, Communications
SEI January 2015 - Present
Rodale February 2005 - September 2014
The Vanguard Group September 2001 - February 2005
Penn State University January 2001 - May 2004
Knabe Design May 2000 - September 2001
CDNOW September 1998 - May 2000
Apple Computer September 1988 - September 1998
Sun Microsystems February 1996 - July 1996
IBM May 1988 - September 1988
Skills
Information Architecture, Usability Testing, User Interface Design, Usability, User-centered Design, Web Analytics, User Experience, User Interface, User Research, Digital Media, Wireframes, User Experience Design, E-commerce
Education
Carnegie Mellon University 1986 — 1988
MA, Professional Writing
Syracuse University 1976 — 1980
BA, Communications
Emily Haines Emily Haines's SEI Experience September 2015 - Present
Job Alternative Investment Fund Services Analyst at SEI
Industry Financial Services
Experience
SEI September 2015 - Present
SEI September 2013 - Present
Principal Search International January 2012 - Present
Operation Warm, Inc May 2011 - August 2011
Freshour Chiropractic October 2005 - October 2006
Skills
Marketing, Accounts Receivable
Education
Fordham University 2010 — 2013
Bachelor of Science, Finance, Marketing
Chestnut Hill College 2009 — 2010
Business Administration
SEI September 2015 - Present
SEI September 2013 - Present
Principal Search International January 2012 - Present
Operation Warm, Inc May 2011 - August 2011
Freshour Chiropractic October 2005 - October 2006
Skills
Marketing, Accounts Receivable
Education
Fordham University 2010 — 2013
Bachelor of Science, Finance, Marketing
Chestnut Hill College 2009 — 2010
Business Administration
H. Conor O'Brien's SEI Experience October 2012 - Present
Job Internal Account Executive at SEI
Industry Financial Services
Experience
SEI October 2012 - Present
IBERIABANK January 2012 - February 2012
Greenville Financial Group June 2011 - August 2011
Education
Cornell University 2010 — 2012
Bachelor of Science (BS), Applied Economics and Business Managment
University of Delaware 2008 — 2010
SEI October 2012 - Present
IBERIABANK January 2012 - February 2012
Greenville Financial Group June 2011 - August 2011
Education
Cornell University 2010 — 2012
Bachelor of Science (BS), Applied Economics and Business Managment
University of Delaware 2008 — 2010
Colin Ford Colin Ford's SEI Experience June 2012 - November 2013
Job Software Developer at Philadelphia Housing Authority
Industry Information Technology and Services
Experience
Philadelphia Housing Authority December 2013 - Present
SEI June 2012 - November 2013
The Home Depot June 2009 - May 2012
Finish Line July 2008 - May 2009
Coppin State University March 2005 - June 2005
Skills
Customer Service, Access, Microsoft Office, PowerPoint, Microsoft Word, Outlook, HTML, Microsoft Excel, Data Entry, Windows, Leadership, Teamwork, Photoshop, Team Leadership, Sales, VB.NET, Java, Visio, Visual Studio, Merchandising, Retail, Team Building, Requirements Analysis, Software Documentation
Education
Strayer University 2013 — 2015
Master of Business Administration (MBA), Project Management
Philadelphia University 2010 — 2012
Bachelor of Science, Information Technology
Coppin State University 2003 — 2009
Computer Science
Philadelphia Housing Authority December 2013 - Present
SEI June 2012 - November 2013
The Home Depot June 2009 - May 2012
Finish Line July 2008 - May 2009
Coppin State University March 2005 - June 2005
Skills
Customer Service, Access, Microsoft Office, PowerPoint, Microsoft Word, Outlook, HTML, Microsoft Excel, Data Entry, Windows, Leadership, Teamwork, Photoshop, Team Leadership, Sales, VB.NET, Java, Visio, Visual Studio, Merchandising, Retail, Team Building, Requirements Analysis, Software Documentation
Education
Strayer University 2013 — 2015
Master of Business Administration (MBA), Project Management
Philadelphia University 2010 — 2012
Bachelor of Science, Information Technology
Coppin State University 2003 — 2009
Computer Science
Jonathan Waite Jonathan Waite's SEI Experience February 2005 - Present
Job Director & Chief Actuary at SEI
Industry Investment Management
Experience
SEI February 2005 - Present
Aon Consulting August 1987 - February 2005
Skills
Pensions, Investments, Retirement, Actuarial, Mergers, ALM, Strategic Planning, Financial Modeling, Portfolio Management, Actuarial Science, Employee Benefits
Education
Colgate University 1983 — 1987
SEI February 2005 - Present
Aon Consulting August 1987 - February 2005
Skills
Pensions, Investments, Retirement, Actuarial, Mergers, ALM, Strategic Planning, Financial Modeling, Portfolio Management, Actuarial Science, Employee Benefits
Education
Colgate University 1983 — 1987
Alex Ryder Alex Ryder's SEI Experience December 2014 - Present
Job Middle Office Operations Analyst at SEI Investments
Industry Financial Services
Experience
SEI December 2014 - Present
PA Air National Guard October 2007 - Present
Do It Best Hardware Plus II March 2005 - June 2008
Skills
Microsoft Office, PowerPoint, Public Speaking, Time Management, Microsoft Word, Leadership, Customer Service, Microsoft Excel, Teamwork, Research, Social Media Marketing, Marketing Communications, Marketing, Social Media
Education
West Chester University of Pennsylvania 2009 — 2013
Bachelor of Science (B.S.), Marketing
Community College of the Air Force
Associate's degree, Electronic Systems Technology
SEI December 2014 - Present
PA Air National Guard October 2007 - Present
Do It Best Hardware Plus II March 2005 - June 2008
Skills
Microsoft Office, PowerPoint, Public Speaking, Time Management, Microsoft Word, Leadership, Customer Service, Microsoft Excel, Teamwork, Research, Social Media Marketing, Marketing Communications, Marketing, Social Media
Education
West Chester University of Pennsylvania 2009 — 2013
Bachelor of Science (B.S.), Marketing
Community College of the Air Force
Associate's degree, Electronic Systems Technology
Steve Lezynski's SEI Experience June 2014 - Present
Job Marketing Associate, SEI Wealth Platform, Private Banking Unit at SEI
Industry Higher Education
Experience
SEI June 2014 - Present
Cornell University August 2010 - May 2014
SEI June 2013 - August 2013
Education
Cornell University 2010 — 2014
Bachelor of Science (BS), Communication, Business
St. Joseph's Preparatory School 2006 — 2010
High School
SEI June 2014 - Present
Cornell University August 2010 - May 2014
SEI June 2013 - August 2013
Education
Cornell University 2010 — 2014
Bachelor of Science (BS), Communication, Business
St. Joseph's Preparatory School 2006 — 2010
High School
Kyle Pettigrove Kyle Pettigrove's SEI Experience February 2013 - June 2014
Job Client Advisor & Investment Analyst at Wiley Group
Industry Financial Services
Experience
Wiley Group July 2014 - Present
Crowded Castle Brewing Company November 2013 - Present
SEI February 2013 - June 2014
SEI 2012 - 2012
QVC June 2011 - August 2011
College Works Painting October 2009 - July 2010
Skills
Finance, Time Management, Project Management, Analysis, Microsoft Office, Leadership, Data Analysis, International Exposure, Entrepreneurship, Superior Work Ethic, Investments, Social Networking, Communication, Portfolio Management, Trading Systems, Advent, Microsoft SQL Server, Teamwork, Microsoft Excel
Education
Penn State University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
City University London 2011 — 2011
International Business, Trade/Commerce, British Culture/History
Wiley Group July 2014 - Present
Crowded Castle Brewing Company November 2013 - Present
SEI February 2013 - June 2014
SEI 2012 - 2012
QVC June 2011 - August 2011
College Works Painting October 2009 - July 2010
Skills
Finance, Time Management, Project Management, Analysis, Microsoft Office, Leadership, Data Analysis, International Exposure, Entrepreneurship, Superior Work Ethic, Investments, Social Networking, Communication, Portfolio Management, Trading Systems, Advent, Microsoft SQL Server, Teamwork, Microsoft Excel
Education
Penn State University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
City University London 2011 — 2011
International Business, Trade/Commerce, British Culture/History
Dante Morgan Dante Morgan's SEI Experience December 2014 - July 2015
Job Real Estate Agent at Reality Mark The Diamond Group
Industry Real Estate
Experience
Reality Mark The Diamond Group September 2014 - Present
SEI December 2014 - July 2015
Cty of Philadelphia Department of Parks and Recreation May 2012 - September 2013
Skills
Investment Properties, First Time Home Buyers, Foreclosures, Real Estate Transactions, Single Family Homes, Investors, Buyer Representation, Residential Homes, REO, Relocation, Listings, New Home Sales, Property Management, Buyers, Real Property, Short Sales, Leadership, Microsoft Excel, Microsoft Word, Sales
Education
Cheyney University of Pennsylvania 2012 — 2014
Bachelor's degree, Finance, General
Benjamin Franklin High School 2004 — 2008
Reality Mark The Diamond Group September 2014 - Present
SEI December 2014 - July 2015
Cty of Philadelphia Department of Parks and Recreation May 2012 - September 2013
Skills
Investment Properties, First Time Home Buyers, Foreclosures, Real Estate Transactions, Single Family Homes, Investors, Buyer Representation, Residential Homes, REO, Relocation, Listings, New Home Sales, Property Management, Buyers, Real Property, Short Sales, Leadership, Microsoft Excel, Microsoft Word, Sales
Education
Cheyney University of Pennsylvania 2012 — 2014
Bachelor's degree, Finance, General
Benjamin Franklin High School 2004 — 2008
Robert Shemeld Robert Shemeld's SEI Experience November 2010 - March 2012
Job IT Technology Consultant, Executive Support
Industry Information Technology and Services
Experience
SAP March 2012 - Present
SEI November 2010 - March 2012
DecisionOne November 2009 - November 2010
Micro Center October 2008 - January 2010
YMCA of May 2008 - June 2008
Skills
VPN, Active Directory, Microsoft Exchange, Cisco Technologies, TCP/IP, Technical Support, Troubleshooting, CCNA, Blackberry Enterprise..., Citrix, Networking, Help Desk Support, Computer Hardware, Security, OSPF, Executive Support, Apple OS, Laptops, Blackberry, SharePoint, System Deployment, Printers, Windows 7, Windows XP, Cisco Call Manager, Software Installation, Windows Server
Education
Pennsylvania Institute of Technology 2008 — 2015
Associate of Science (A.S.) Computer Software and Information Technology
Delaware County Community College
SAP March 2012 - Present
SEI November 2010 - March 2012
DecisionOne November 2009 - November 2010
Micro Center October 2008 - January 2010
YMCA of May 2008 - June 2008
Skills
VPN, Active Directory, Microsoft Exchange, Cisco Technologies, TCP/IP, Technical Support, Troubleshooting, CCNA, Blackberry Enterprise..., Citrix, Networking, Help Desk Support, Computer Hardware, Security, OSPF, Executive Support, Apple OS, Laptops, Blackberry, SharePoint, System Deployment, Printers, Windows 7, Windows XP, Cisco Call Manager, Software Installation, Windows Server
Education
Pennsylvania Institute of Technology 2008 — 2015
Associate of Science (A.S.) Computer Software and Information Technology
Delaware County Community College
Alex Frederick Alex Frederick's SEI Experience March 2015 - Present
Job Accounting Analyst at SEI
Industry Accounting
Experience
SEI March 2015 - Present
Chestnut Hill College August 2009 - May 2014
Skills
Microsoft Excel, Microsoft Word, Time Management, Public Speaking, PowerPoint, Accounting, Leadership, Mathematical Analysis, Financial Analysis, Social Media, Teamwork, Facebook, Microsoft Office, Social Networking
Education
Philadelphia University 2014 — 2015
Master of Business Administration (M.B.A.), Accounting and Finance
Chestnut Hill College 2009 — 2013
Pursuing Bachelors, Accounting
SEI March 2015 - Present
Chestnut Hill College August 2009 - May 2014
Skills
Microsoft Excel, Microsoft Word, Time Management, Public Speaking, PowerPoint, Accounting, Leadership, Mathematical Analysis, Financial Analysis, Social Media, Teamwork, Facebook, Microsoft Office, Social Networking
Education
Philadelphia University 2014 — 2015
Master of Business Administration (M.B.A.), Accounting and Finance
Chestnut Hill College 2009 — 2013
Pursuing Bachelors, Accounting
Angela Lakomcik Angela Lakomcik's SEI Experience September 2000 - December 2001
Job Patient Care Tech at Fresenius Medical Care
Industry Hospital & Health Care
Experience
Fresenius Medical Care October 2012 - Present
Primerica August 2012 - Present
Doylestown Hospital 2007 - 2012
kids peace March 2003 - August 2003
Nursing Care Services, Inc. April 2002 - January 2003
SEI September 2000 - December 2001
Law Offices of David Itkoff & Associates August 1999 - September 2000
Skills
Previously Series 6 &..., Excellent Customer..., Intensive, applied..., A natural at leadership..., Proven ability to learn..., Dedicated professional..., Leadership, Healthcare, Management, Outlook, Training, Research, Marketing, Human Resources
Education
Delaware Valley College 1995 — 1999
Bachelor's degree, Business Administration and Management, General
Widener University 2001 — 2002
Registered Nursing/Registered Nurse
Fresenius Medical Care October 2012 - Present
Primerica August 2012 - Present
Doylestown Hospital 2007 - 2012
kids peace March 2003 - August 2003
Nursing Care Services, Inc. April 2002 - January 2003
SEI September 2000 - December 2001
Law Offices of David Itkoff & Associates August 1999 - September 2000
Skills
Previously Series 6 &..., Excellent Customer..., Intensive, applied..., A natural at leadership..., Proven ability to learn..., Dedicated professional..., Leadership, Healthcare, Management, Outlook, Training, Research, Marketing, Human Resources
Education
Delaware Valley College 1995 — 1999
Bachelor's degree, Business Administration and Management, General
Widener University 2001 — 2002
Registered Nursing/Registered Nurse
Thomas Pontius Thomas Pontius's SEI Experience June 2015 - Present
Job Intern at SEI
Industry Accounting
Experience
SEI June 2015 - Present
First Financial Group / MassMutual May 2013 - August 2014
Skills
Facebook, PowerPoint, Analysis, Budgets, Customer Service, Nonprofits, Strategic Planning, Employee Benefits, Community Outreach, Microsoft Excel, Insurance, Leadership, Mutual Funds, Asset Management, Financial Analysis, Estate Planning, Investments, Microsoft Office, Risk Management, Finance, Accounting, Microsoft Word, Public Speaking, Strategic Financial..., Social Networking
Education
Temple University - Fox School of Business and Management
Accounting
Chestnut Hill College 2011 — 2013
Accounting
SEI June 2015 - Present
First Financial Group / MassMutual May 2013 - August 2014
Skills
Facebook, PowerPoint, Analysis, Budgets, Customer Service, Nonprofits, Strategic Planning, Employee Benefits, Community Outreach, Microsoft Excel, Insurance, Leadership, Mutual Funds, Asset Management, Financial Analysis, Estate Planning, Investments, Microsoft Office, Risk Management, Finance, Accounting, Microsoft Word, Public Speaking, Strategic Financial..., Social Networking
Education
Temple University - Fox School of Business and Management
Accounting
Chestnut Hill College 2011 — 2013
Accounting
Patrick Kabrita, CFA, CIM Patrick Kabrita, CFA, CIM's SEI Experience July 2015 - Present
Job Regional Director at SEI
Industry Financial Services
Experience
SEI July 2015 - Present
BMO Nesbitt Burns July 2011 - June 2015
Standard Life February 2008 - July 2011
National Bank Financial September 2003 - February 2008
DundeeWealth Inc January 2002 - September 2003
Cambridge Mercantile April 2001 - December 2001
Skills
Sales, Finance, Financial Management, Microsoft Office, Trading, Investments, Technical Analysis, Networking, Business Development, Client Relationship..., Client Development, Asset Management, Portfolio Management, Equities, Fixed Income, Derivatives, Mutual Funds, Segregated Funds, Retirement Income..., Negotiation, ETFs, Wealth, Retirement Planning, Risk Management, Wealth Management, Financial Services, Managerial Finance, Investment Advisory, High Net Worth..., Financial Markets, Alternative Investments, Structured Products, Investment Management, Securities, Options, Bonds, Investment Strategies, Strategic Financial..., Hedge Funds, Banking, Asset Allocation, Pensions, Retirement, Financial Advisory, Capital Markets, Insurance, Estate Planning, Wealth Management..., Fixed Annuities, Bloomberg
Education
CFA Institute 2001 — 2004
CFA Charter
Concordia University 1995 — 1999
BComm, Finance
Vanier College 1991 — 1994
DEC, Social Sciences / Pure & Applied Sciences
SEI July 2015 - Present
BMO Nesbitt Burns July 2011 - June 2015
Standard Life February 2008 - July 2011
National Bank Financial September 2003 - February 2008
DundeeWealth Inc January 2002 - September 2003
Cambridge Mercantile April 2001 - December 2001
Skills
Sales, Finance, Financial Management, Microsoft Office, Trading, Investments, Technical Analysis, Networking, Business Development, Client Relationship..., Client Development, Asset Management, Portfolio Management, Equities, Fixed Income, Derivatives, Mutual Funds, Segregated Funds, Retirement Income..., Negotiation, ETFs, Wealth, Retirement Planning, Risk Management, Wealth Management, Financial Services, Managerial Finance, Investment Advisory, High Net Worth..., Financial Markets, Alternative Investments, Structured Products, Investment Management, Securities, Options, Bonds, Investment Strategies, Strategic Financial..., Hedge Funds, Banking, Asset Allocation, Pensions, Retirement, Financial Advisory, Capital Markets, Insurance, Estate Planning, Wealth Management..., Fixed Annuities, Bloomberg
Education
CFA Institute 2001 — 2004
CFA Charter
Concordia University 1995 — 1999
BComm, Finance
Vanier College 1991 — 1994
DEC, Social Sciences / Pure & Applied Sciences
Alan Van Buskirk Alan Van Buskirk's SEI Experience 2009 - 2010
Job Project Manager at Pulse Broadband
Industry Telecommunications
Experience
Pulse Broadband August 2011 - Present
SEI 2009 - 2010
Tetra Tech Construction Services July 2008 - May 2009
Channell Commercial April 2005 - September 2006
NexGen Lending December 2003 - April 2005
Arris 2002 - 2003
Telewire Supply 2002 - 2003
Att Broadband 2000 - 2002
Lockheed Martin Aeronautics April 1986 - December 1990
Skills
Broadband, Cross-functional Team..., Process Improvement, Program Management, Budgets, Telecommunications, Troubleshooting, Operations Management, Contract Negotiation, Manufacturing, Business Strategy, Forecasting, Sales, Team Building, Strategic Planning
Education
Colorado State University 1981 — 1984
BS, Economics
Regis University
BSBA, Business
Pulse Broadband August 2011 - Present
SEI 2009 - 2010
Tetra Tech Construction Services July 2008 - May 2009
Channell Commercial April 2005 - September 2006
NexGen Lending December 2003 - April 2005
Arris 2002 - 2003
Telewire Supply 2002 - 2003
Att Broadband 2000 - 2002
Lockheed Martin Aeronautics April 1986 - December 1990
Skills
Broadband, Cross-functional Team..., Process Improvement, Program Management, Budgets, Telecommunications, Troubleshooting, Operations Management, Contract Negotiation, Manufacturing, Business Strategy, Forecasting, Sales, Team Building, Strategic Planning
Education
Colorado State University 1981 — 1984
BS, Economics
Regis University
BSBA, Business
Kimberly Perry, PhD, PCC Kimberly Perry, PhD, PCC's SEI Experience December 2010 - September 2015
Job Leadership Development Manager at Talen Energy
Industry Oil & Energy
Experience
Talen Energy September 2015 - Present
SEI December 2010 - September 2015
EdgePath Coaching & Consulting January 2003 - January 2012
Sallie Mae 2009 - 2010
University of Pennsylvania 2007 - 2009
University of Pennsylvania 2007 - 2009
LVHN June 1983 - October 2003
Skills
Leadership Development, Organizational..., Organizational..., Performance Management, Team Effectiveness, Career Development, Succession Planning, Talent Management, Coaching, Change Management, Executive Coaching, Executive Development, Leadership, Team Building, Workshop Facilitation, Staff Development
Education
Fielding Graduate University 2007 — 2014
PhD, Human & Organizational Systems
University of Pennsylvania 2003 — 2008
MS/MPhil, Organizational Development & Change, Leadership Management, & Coaching
Cedar Crest College 1981 — 1985
BS, Medical Technology & Chemistry
Subject Object Interview Workshop
Adult Consciousness Development based on Robert Kegan's Constructive Developmental Theory
Talen Energy September 2015 - Present
SEI December 2010 - September 2015
EdgePath Coaching & Consulting January 2003 - January 2012
Sallie Mae 2009 - 2010
University of Pennsylvania 2007 - 2009
University of Pennsylvania 2007 - 2009
LVHN June 1983 - October 2003
Skills
Leadership Development, Organizational..., Organizational..., Performance Management, Team Effectiveness, Career Development, Succession Planning, Talent Management, Coaching, Change Management, Executive Coaching, Executive Development, Leadership, Team Building, Workshop Facilitation, Staff Development
Education
Fielding Graduate University 2007 — 2014
PhD, Human & Organizational Systems
University of Pennsylvania 2003 — 2008
MS/MPhil, Organizational Development & Change, Leadership Management, & Coaching
Cedar Crest College 1981 — 1985
BS, Medical Technology & Chemistry
Subject Object Interview Workshop
Adult Consciousness Development based on Robert Kegan's Constructive Developmental Theory
Clif Davis Clif Davis's SEI Experience November 2010 - July 2014
Job Web Developer at Ursinus College
Industry Information Technology and Services
Experience
Ursinus College July 2014 - Present
Freelance December 2012 - Present
SEI November 2010 - July 2014
SEI 2002 - 2010
Skills
Web Development, Project Management, HTML 5, MySQL, CSS, Photoshop, Integration, C++, PHP, Flash, CGI/Perl, Dreamweaver, Customer Relations, Product Development, Strategic Planning, Creative Problem Solving, Photography, ODR, FFIEC, Relationship Management, Responsive Design, Red Hat Linux, Centos, SQL, XML, MariaDB
Education
Lehigh University 1997 — 2001
Bachelor's degree, Marketing
Delaware County Community College 2010 — 2013
Certificate, Web Development, A
Saucon Valley 1984 — 1996
Ursinus College July 2014 - Present
Freelance December 2012 - Present
SEI November 2010 - July 2014
SEI 2002 - 2010
Skills
Web Development, Project Management, HTML 5, MySQL, CSS, Photoshop, Integration, C++, PHP, Flash, CGI/Perl, Dreamweaver, Customer Relations, Product Development, Strategic Planning, Creative Problem Solving, Photography, ODR, FFIEC, Relationship Management, Responsive Design, Red Hat Linux, Centos, SQL, XML, MariaDB
Education
Lehigh University 1997 — 2001
Bachelor's degree, Marketing
Delaware County Community College 2010 — 2013
Certificate, Web Development, A
Saucon Valley 1984 — 1996
Heather Schimke Heather Schimke's SEI Experience June 2001 - August 2003
Job Development and Recruitment
Industry Banking
Experience
US Bank September 2006 - Present
North American Teleconference September 2005 - June 2006
Discovery Benefits August 2003 - March 2005
SEI June 2001 - August 2003
Education
Concordia College 2000 — 2001
Bachelors, Healthcare Administration
North Dakota State University 1995 — 2000
US Bank September 2006 - Present
North American Teleconference September 2005 - June 2006
Discovery Benefits August 2003 - March 2005
SEI June 2001 - August 2003
Education
Concordia College 2000 — 2001
Bachelors, Healthcare Administration
North Dakota State University 1995 — 2000
Ron Cygnarowicz Ron Cygnarowicz's SEI Experience November 2010 - October 2014
Job Regional Sales Manager /Trusted IT Advisor at Channel Systems
Industry Management Consulting
Experience
Channel Systems July 2015 - Present
Executive Recruiter October 2014 - Present
Triangle Technology Executives Council October 2014 - Present
SEI November 2010 - October 2014
Duke University May 2012 - June 2014
Hampshire Corp June 2005 - October 2011
Novaurora Inc December 2002 - June 2006
Novum Pharmaceutical Research Services - CRO April 2002 - October 2005
University of Pittsburgh & Duquense University April 2000 - April 2003
Skills
Data Center, SaaS, Sales, Leadership, Entrepreneurship, Business Development, Start-ups, Strategic Planning, Marketing, Storage, New Business Development, Cloud Computing, HP, Account Management, Team Building, Networking, Servers, Solution Selling, Sales Management, Project Management, Enterprise Software, Salesforce.com, Consulting, Management, Business Strategy, CRM, Product Development, Program Management, Selling, Direct Sales, Disaster Recovery, Team Leadership, Coaching, Virtualization, Product Management, Training, Telecommunications, Clinical Trials, Clinical Research, Laboratory Skills, Neuroscience, Surgery, Animal Surgery, Microbiology, Clinical Data Management, Chemistry, Biology, Emergency Medicine, Biotechnology
Education
University of Pittsburgh Center for Emergency Medicine 2010 — 2011
EMT Certification, Emergency Medicine
Carnegie Mellon University
Commercializing Technology & Biotechnology
Optimum Business Development
Sales Trainer Certification
Sandler Sales Training
University of Pittsburgh
B.S., Neuroscience/ Chemistry
Channel Systems July 2015 - Present
Executive Recruiter October 2014 - Present
Triangle Technology Executives Council October 2014 - Present
SEI November 2010 - October 2014
Duke University May 2012 - June 2014
Hampshire Corp June 2005 - October 2011
Novaurora Inc December 2002 - June 2006
Novum Pharmaceutical Research Services - CRO April 2002 - October 2005
University of Pittsburgh & Duquense University April 2000 - April 2003
Skills
Data Center, SaaS, Sales, Leadership, Entrepreneurship, Business Development, Start-ups, Strategic Planning, Marketing, Storage, New Business Development, Cloud Computing, HP, Account Management, Team Building, Networking, Servers, Solution Selling, Sales Management, Project Management, Enterprise Software, Salesforce.com, Consulting, Management, Business Strategy, CRM, Product Development, Program Management, Selling, Direct Sales, Disaster Recovery, Team Leadership, Coaching, Virtualization, Product Management, Training, Telecommunications, Clinical Trials, Clinical Research, Laboratory Skills, Neuroscience, Surgery, Animal Surgery, Microbiology, Clinical Data Management, Chemistry, Biology, Emergency Medicine, Biotechnology
Education
University of Pittsburgh Center for Emergency Medicine 2010 — 2011
EMT Certification, Emergency Medicine
Carnegie Mellon University
Commercializing Technology & Biotechnology
Optimum Business Development
Sales Trainer Certification
Sandler Sales Training
University of Pittsburgh
B.S., Neuroscience/ Chemistry
Paul Ruzicka Paul Ruzicka's SEI Experience August 2015 - Present
Job Middle Office Analyst at SEI
Industry Accounting
Experience
SEI August 2015 - Present
Fleetway Capital Corp. May 2015 - August 2015
Bee, Bergvall & Co January 2015 - May 2015
Anthony & Sylvan Pools March 2014 - August 2014
Skills
Microsoft Office, Microsoft Word, PowerPoint, Leadership, Strategic Planning, Accounting, Budgets, Project Management, Social Media, Teamwork, Microsoft Excel, Financial Analysis, Team Leadership
Education
Delaware Valley University 2015 — 2016
Master of Business Administration (M.B.A.), Finance
Delaware Valley University 2011 — 2015
Bachelor’s Degree, Accounting, Cum Laude Honors
Quakertown Community High School 2007 — 2011
College Prep
SEI August 2015 - Present
Fleetway Capital Corp. May 2015 - August 2015
Bee, Bergvall & Co January 2015 - May 2015
Anthony & Sylvan Pools March 2014 - August 2014
Skills
Microsoft Office, Microsoft Word, PowerPoint, Leadership, Strategic Planning, Accounting, Budgets, Project Management, Social Media, Teamwork, Microsoft Excel, Financial Analysis, Team Leadership
Education
Delaware Valley University 2015 — 2016
Master of Business Administration (M.B.A.), Finance
Delaware Valley University 2011 — 2015
Bachelor’s Degree, Accounting, Cum Laude Honors
Quakertown Community High School 2007 — 2011
College Prep
Brian Briggs, AAMS®'s SEI Experience August 2006 - Present
Job Investment Analyst at SEI
Industry Financial Services
Experience
SEI August 2006 - Present
SEI November 2004 - August 2006
Education
Catawba College 2000 — 2004
Business Administration, Finance, Marketing
Asheville High School 1996 — 2000
SEI August 2006 - Present
SEI November 2004 - August 2006
Education
Catawba College 2000 — 2004
Business Administration, Finance, Marketing
Asheville High School 1996 — 2000
Kathryn Steele Zoldan's SEI Experience September 2002 - Present
Job Relationship Manager at SEI
Industry Financial Services
Experience
SEI September 2002 - Present
Capital Resource Advisors (formerly Investment Counseling, Inc.) August 1996 - September 2002
WEFA Group July 1993 - August 1996
Skills
Hedge Funds, Alternative Investments, Private Equity, Fund Administration, Strategic Consulting, Financial Markets
Education
Colby College 1989 — 1993
BA, Economics Major, Math Minor
SEI September 2002 - Present
Capital Resource Advisors (formerly Investment Counseling, Inc.) August 1996 - September 2002
WEFA Group July 1993 - August 1996
Skills
Hedge Funds, Alternative Investments, Private Equity, Fund Administration, Strategic Consulting, Financial Markets
Education
Colby College 1989 — 1993
BA, Economics Major, Math Minor
Justin Goldman, ChFC®, CRPS®'s SEI Experience November 2012 - Present
Job Regional Director at SEI Advisor Network
Industry Investment Management
Experience
SEI November 2012 - Present
Manning & Napier Advisors May 1997 - October 2012
Education
University of Rochester 1993 — 1997
Bachelor of Arts (B.A.)
College for Financial Planning 2011 — 2012
Chartered Retirement Plans Specialist
The American College
ChFC
SEI November 2012 - Present
Manning & Napier Advisors May 1997 - October 2012
Education
University of Rochester 1993 — 1997
Bachelor of Arts (B.A.)
College for Financial Planning 2011 — 2012
Chartered Retirement Plans Specialist
The American College
ChFC
Ilya Malykhin Ilya Malykhin's SEI Experience April 2015 - Present
Job Student at Drexel University, LeBow College of Business, Accounting
Industry Accounting
Experience
SEI April 2015 - Present
Post Game Apparel Inc. August 2011 - December 2014
Hadco Metal Trading Co.,LLC January 2010 - August 2011
Skills
Online Marketing, SEO, Blogging, Marketing, Social Media, Sales, Financial Reporting, Finance, Microsoft Excel, Microsoft Word, Budgets, Microsoft Office, PowerPoint, Inventory Management, Customer Service
Education
Drexel University 2013 — 2016
Bachelor of Science in Business Administration, Accounting and Finance, Cumulative GPA: 3.88
Community College of Philadelphia 2010 — 2012
AA Business Adminstration, Business Adminstration, Cumulative GPA: 3.95
South Ural State University (SUSU) 2001 — 2005
Bachelor of Science, Electromechanical Technology/Electromechanical Engineering Technology
SEI April 2015 - Present
Post Game Apparel Inc. August 2011 - December 2014
Hadco Metal Trading Co.,LLC January 2010 - August 2011
Skills
Online Marketing, SEO, Blogging, Marketing, Social Media, Sales, Financial Reporting, Finance, Microsoft Excel, Microsoft Word, Budgets, Microsoft Office, PowerPoint, Inventory Management, Customer Service
Education
Drexel University 2013 — 2016
Bachelor of Science in Business Administration, Accounting and Finance, Cumulative GPA: 3.88
Community College of Philadelphia 2010 — 2012
AA Business Adminstration, Business Adminstration, Cumulative GPA: 3.95
South Ural State University (SUSU) 2001 — 2005
Bachelor of Science, Electromechanical Technology/Electromechanical Engineering Technology
Adriel Supartio Adriel Supartio's SEI Experience July 2014 - Present
Job Mutual Funds Analyst
Industry Financial Services
Experience
SEI July 2014 - Present
Kimmel Center, Inc. March 2013 - September 2013
Progressive Business Publications April 2012 - September 2012
Skills
Accounting, Financial Reporting, Journal Entries, Account Reconciliation, Cash Flow, Bank Reconciliation, Financial Statements, Capital Budgeting, IRR, Diversification, Amortization, Credit Risk, Leveraged Finance, Securities Market, Convertible Bonds, US GAAP, NPV, Market Risk, Stock Trading, Stock Management, Stock Market, Vlookup, Financial Forecasting, Finance, Microsoft Excel, Financial Analysis, PowerPoint, Analysis, Financial Modeling
Education
Drexel University - College of Business and Administration 2012 — 2014
Bachelor of Science (B.S.), Accounting and Finance
Community College of Philadelphia 2008 — 2010
Associate of Arts and Sciences (A.A.S.), Accounting
SEI July 2014 - Present
Kimmel Center, Inc. March 2013 - September 2013
Progressive Business Publications April 2012 - September 2012
Skills
Accounting, Financial Reporting, Journal Entries, Account Reconciliation, Cash Flow, Bank Reconciliation, Financial Statements, Capital Budgeting, IRR, Diversification, Amortization, Credit Risk, Leveraged Finance, Securities Market, Convertible Bonds, US GAAP, NPV, Market Risk, Stock Trading, Stock Management, Stock Market, Vlookup, Financial Forecasting, Finance, Microsoft Excel, Financial Analysis, PowerPoint, Analysis, Financial Modeling
Education
Drexel University - College of Business and Administration 2012 — 2014
Bachelor of Science (B.S.), Accounting and Finance
Community College of Philadelphia 2008 — 2010
Associate of Arts and Sciences (A.A.S.), Accounting
Eric J Gibson Eric J Gibson's SEI Experience April 2012 - May 2012
Job Wealth Operations Specialist at TD Bank
Industry Financial Services
Experience
TD Wealth Management September 2013 - Present
Farmers Insurance October 2012 - August 2013
SEI April 2012 - May 2012
Independence Planning Group June 2011 - December 2011
Purgatory Publishing Inc./ West End Games October 2003 - September 2009
Motorola March 2007 - September 2007
US Navy August 1992 - November 1997
Skills
Microsoft Office, InDesign, Small Business, Public Speaking, Microsoft Excel, Investments, Strategic Financial..., Microsoft Word, Strategic Planning, Marketing Communications, Social Media, Marketing, Customer Service, Leadership, Sales, Management, Project Management, Social Networking, Account Management, Financial Analysis, Personal Financial..., Financial Risk, Insurance, Property & Casualty..., Life & Health Insurance..., Whole Life
Education
La Salle University 2015 — 2018
Master of Science (M.S.), Information Technology Leadership
Kutztown University of Pennsylvania 2009 — 2011
BS: Finance (Economics Minor), Financial Analysis, Financial Management, Economics, 3.24
Drexel University 2006 — 2008
Entrepreneurship, Legal Studies (Business)
Delaware County Community College 2005 — 2006
Business Administration (Transfer, 3.81
TD Wealth Management September 2013 - Present
Farmers Insurance October 2012 - August 2013
SEI April 2012 - May 2012
Independence Planning Group June 2011 - December 2011
Purgatory Publishing Inc./ West End Games October 2003 - September 2009
Motorola March 2007 - September 2007
US Navy August 1992 - November 1997
Skills
Microsoft Office, InDesign, Small Business, Public Speaking, Microsoft Excel, Investments, Strategic Financial..., Microsoft Word, Strategic Planning, Marketing Communications, Social Media, Marketing, Customer Service, Leadership, Sales, Management, Project Management, Social Networking, Account Management, Financial Analysis, Personal Financial..., Financial Risk, Insurance, Property & Casualty..., Life & Health Insurance..., Whole Life
Education
La Salle University 2015 — 2018
Master of Science (M.S.), Information Technology Leadership
Kutztown University of Pennsylvania 2009 — 2011
BS: Finance (Economics Minor), Financial Analysis, Financial Management, Economics, 3.24
Drexel University 2006 — 2008
Entrepreneurship, Legal Studies (Business)
Delaware County Community College 2005 — 2006
Business Administration (Transfer, 3.81
Dace McPherson CISSP Dace McPherson CISSP's SEI Experience 2005 - 2006
Job Technical Education Consultant at RSA the Security Division of EMC
Industry Information Technology and Services
Experience
RSA, The Security Division of EMC July 2013 - Present
RSA The Security Division of EMC November 2012 - Present
University of Maryland University College May 2010 - Present
RLM Communications, Inc. September 2009 - November 2012
INFOSEC Education and Consulting March 2009 - September 2009
WMS Consultancy December 2008 - February 2009
Forsythe Solutions Group May 2006 - December 2008
SEI 2005 - 2006
Technology TrainingSolutions Inc. 1995 - 2005
Skills
Intonation Assurance, Risk Management, Security Policy..., System Administration, Security, CISSP, Computer Security, Security+, Information Security, CEH, Information Assurance, Business Continuity, ITIL, Risk Assessment, Project Planning, Windows Server, Information Security..., Disaster Recovery, Troubleshooting, Program Management, DoD, Vulnerability Assessment, Vulnerability Management, Security Awareness, Technical Writing, Networking, Training, Information Technology, CompTIA, Management, Military, Government, Intrusion Detection, Security Clearance, Penetration Testing, PCI DSS, IDS, Security Policy, Integration, Data Security, Security Audits, Encryption, IPS, Identity Management, Malware Analysis, Systems Engineering, Firewalls, CISA, ISO 27001, Wireless Security
Education
Capella University 2004 — 2006
M.S., Information Technology / Information Security
University of South Carolina-Columbia 1979 — 1981
M.Ed., Curriculum and Instructional Design
University of North Carolina at Chapel Hill 1975 — 1979
B.A., Education
RSA, The Security Division of EMC July 2013 - Present
RSA The Security Division of EMC November 2012 - Present
University of Maryland University College May 2010 - Present
RLM Communications, Inc. September 2009 - November 2012
INFOSEC Education and Consulting March 2009 - September 2009
WMS Consultancy December 2008 - February 2009
Forsythe Solutions Group May 2006 - December 2008
SEI 2005 - 2006
Technology TrainingSolutions Inc. 1995 - 2005
Skills
Intonation Assurance, Risk Management, Security Policy..., System Administration, Security, CISSP, Computer Security, Security+, Information Security, CEH, Information Assurance, Business Continuity, ITIL, Risk Assessment, Project Planning, Windows Server, Information Security..., Disaster Recovery, Troubleshooting, Program Management, DoD, Vulnerability Assessment, Vulnerability Management, Security Awareness, Technical Writing, Networking, Training, Information Technology, CompTIA, Management, Military, Government, Intrusion Detection, Security Clearance, Penetration Testing, PCI DSS, IDS, Security Policy, Integration, Data Security, Security Audits, Encryption, IPS, Identity Management, Malware Analysis, Systems Engineering, Firewalls, CISA, ISO 27001, Wireless Security
Education
Capella University 2004 — 2006
M.S., Information Technology / Information Security
University of South Carolina-Columbia 1979 — 1981
M.Ed., Curriculum and Instructional Design
University of North Carolina at Chapel Hill 1975 — 1979
B.A., Education
E. Everett Peroni, CFA E. Everett Peroni, CFA's SEI Experience 2007 - 2008
Job Executive Associate at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust 2014 - Present
Cornell University, S.C. Johnson Graduate School of Management August 2012 - Present
M&T Bank June 2013 - August 2013
Advisors Asset Management, Inc. 2008 - 2012
SEI 2007 - 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Financial Analysis, Research, Accounting, Customer Service, Bloomberg, Portfolio Management, Access, Financial Reporting, Outlook, Analysis, Equities, Economics
Education
Cornell University - S.C. Johnson Graduate School of Management 2012 — 2014
MBA Candidate - Class of 2014
Lehigh University 2003 — 2007
Bachelor of Science (B.S.), Finance and Accounting
Conestoga
Wilmington Trust 2014 - Present
Cornell University, S.C. Johnson Graduate School of Management August 2012 - Present
M&T Bank June 2013 - August 2013
Advisors Asset Management, Inc. 2008 - 2012
SEI 2007 - 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Financial Analysis, Research, Accounting, Customer Service, Bloomberg, Portfolio Management, Access, Financial Reporting, Outlook, Analysis, Equities, Economics
Education
Cornell University - S.C. Johnson Graduate School of Management 2012 — 2014
MBA Candidate - Class of 2014
Lehigh University 2003 — 2007
Bachelor of Science (B.S.), Finance and Accounting
Conestoga
Rhonda K.R. Cook Rhonda K.R. Cook's SEI Experience September 2014 - Present
Job Third Party Risk Management | Strategic Sourcing
Industry Financial Services
Experience
SEI September 2014 - Present
SEI May 2011 - September 2014
SEI December 1997 - April 2011
SEI November 2007 - December 2008
US Army May 1988 - November 1997
Skills
Mutual Funds, Wealth Management, Offshoring, Outsourcing, Leadership, Strategy, Financial Services, Service Delivery, Relationship Management, Training, Vendor Management, Portfolio Management, Business Process..., Management, Business Development, Cross-functional Team..., Mergers & Acquisitions, Strategic Partnerships, Strategic Planning, Product Development, Investments, Business Analysis, Risk Management, Process Improvement, CRM, Program Management, Banking, Quality Assurance, Budgets, Entrepreneurship, Continuous Improvement, Revenue & Profit Growth, Change Management, Management Consulting, Analysis, Project Portfolio..., Product Management, IT Strategy, Operations Management, Business Strategy
Education
United States Military Academy at West Point 1984 — 1988
Bachelor of Science, Philosophy
Northeastern University 2009 — 2011
Masters in Business Administration, International Management & Innovation Entrepreneurship
Defense Language Institute 1996 — 1997
Foreign Area Officer Studies, Russian Language Studies
SEI September 2014 - Present
SEI May 2011 - September 2014
SEI December 1997 - April 2011
SEI November 2007 - December 2008
US Army May 1988 - November 1997
Skills
Mutual Funds, Wealth Management, Offshoring, Outsourcing, Leadership, Strategy, Financial Services, Service Delivery, Relationship Management, Training, Vendor Management, Portfolio Management, Business Process..., Management, Business Development, Cross-functional Team..., Mergers & Acquisitions, Strategic Partnerships, Strategic Planning, Product Development, Investments, Business Analysis, Risk Management, Process Improvement, CRM, Program Management, Banking, Quality Assurance, Budgets, Entrepreneurship, Continuous Improvement, Revenue & Profit Growth, Change Management, Management Consulting, Analysis, Project Portfolio..., Product Management, IT Strategy, Operations Management, Business Strategy
Education
United States Military Academy at West Point 1984 — 1988
Bachelor of Science, Philosophy
Northeastern University 2009 — 2011
Masters in Business Administration, International Management & Innovation Entrepreneurship
Defense Language Institute 1996 — 1997
Foreign Area Officer Studies, Russian Language Studies
Christian Novetzke Christian Novetzke's SEI Experience September 2007 - September 2007
Job Professor at University of Washington
Industry Research
Experience
Sheer Law October 2011 - Present
Alliance for Global Education September 2008 - Present
University of Washington September 2007 - Present
OnRequest Images October 2009 - November 2009
JuicePharma October 2009 - November 2009
SEI September 2007 - September 2007
University of Pennsylvania September 2002 - June 2007
Skills
Cultural Analysis, Expert Witness Services, Executive Education, History, Religion, Teaching, Research, Curriculum Development, Lecturing, Qualitative Research, Ethnography, Public Speaking, Intercultural..., Higher Education, Writing, Curriculum Design, Theory, Social Sciences, Courses, Globalization
Education
Columbia University in the City of New York 1996 — 2002
PhD, India Studies and Religious Studies
Harvard University 1994 — 1996
MA, India Studies and Religious Studies
Macalester College 1989 — 1993
BA, English and India Studies
Sheer Law October 2011 - Present
Alliance for Global Education September 2008 - Present
University of Washington September 2007 - Present
OnRequest Images October 2009 - November 2009
JuicePharma October 2009 - November 2009
SEI September 2007 - September 2007
University of Pennsylvania September 2002 - June 2007
Skills
Cultural Analysis, Expert Witness Services, Executive Education, History, Religion, Teaching, Research, Curriculum Development, Lecturing, Qualitative Research, Ethnography, Public Speaking, Intercultural..., Higher Education, Writing, Curriculum Design, Theory, Social Sciences, Courses, Globalization
Education
Columbia University in the City of New York 1996 — 2002
PhD, India Studies and Religious Studies
Harvard University 1994 — 1996
MA, India Studies and Religious Studies
Macalester College 1989 — 1993
BA, English and India Studies
Károly Varga's SEI Experience February 2010 - January 2011
Job Technical Writer at BalaBit IT Security
Industry Information Technology and Services
Experience
BalaBit IT Security September 2013 - Present
SAP January 2011 - September 2013
SEI February 2010 - January 2011
Navigátor Kft. April 2009 - February 2010
RDI Software July 2008 - April 2009
DINT Language School September 2006 - June 2008
Computer School, Nyíregyháza September 2004 - June 2006
Skills
Technical Writing, Software Documentation, Internationalization, Technical Documentation, Testing, Mobile Applications, Agile Methodologies, Localization, English, Online Help, FrameMaker, Technical Communication, User Interface, DITA, Manuals, Content Management, XML, Scrum, Information Design
Education
Debreceni Egyetem 1999 — 2010
MA, English Language and Literature Education
BalaBit IT Security September 2013 - Present
SAP January 2011 - September 2013
SEI February 2010 - January 2011
Navigátor Kft. April 2009 - February 2010
RDI Software July 2008 - April 2009
DINT Language School September 2006 - June 2008
Computer School, Nyíregyháza September 2004 - June 2006
Skills
Technical Writing, Software Documentation, Internationalization, Technical Documentation, Testing, Mobile Applications, Agile Methodologies, Localization, English, Online Help, FrameMaker, Technical Communication, User Interface, DITA, Manuals, Content Management, XML, Scrum, Information Design
Education
Debreceni Egyetem 1999 — 2010
MA, English Language and Literature Education
Denise Saugling Denise Saugling's SEI Experience May 2011 - Present
Job Marketing Director at SEI
Industry Marketing and Advertising
Experience
SEI May 2011 - Present
the Philadelphia Direct Marketing Association July 2010 - February 2012
Bank of America March 2010 - May 2011
Aon February 2005 - March 2010
Quadriga Art January 2004 - February 2005
Harte-Hanks, Inc. March 2003 - January 2004
ICT Group March 2002 - March 2003
Associated Direct Marketing October 1997 - February 2002
Skills
Direct Marketing, Advertising, Marketing, Marketing Strategy, Management, Direct Mail, Project Management, Analysis, Budgets, Strategic Planning, Data Analysis, Contract Negotiation, Market Planning, Trade Shows, Databases, Project Planning, Time Management, Enterprise Software, Marketing Communications, Account Management
Education
Community College of Philadelphia 1992 — 1993
Business
SEI May 2011 - Present
the Philadelphia Direct Marketing Association July 2010 - February 2012
Bank of America March 2010 - May 2011
Aon February 2005 - March 2010
Quadriga Art January 2004 - February 2005
Harte-Hanks, Inc. March 2003 - January 2004
ICT Group March 2002 - March 2003
Associated Direct Marketing October 1997 - February 2002
Skills
Direct Marketing, Advertising, Marketing, Marketing Strategy, Management, Direct Mail, Project Management, Analysis, Budgets, Strategic Planning, Data Analysis, Contract Negotiation, Market Planning, Trade Shows, Databases, Project Planning, Time Management, Enterprise Software, Marketing Communications, Account Management
Education
Community College of Philadelphia 1992 — 1993
Business
Robin Guthrie Robin Guthrie's SEI Experience May 2014 - November 2014
Job Agile Transformation Coach and Trainer
Industry Professional Training & Coaching
Experience
Swift Ascent, LLC January 2011 - Present
SEI May 2014 - November 2014
CenturyLink July 2013 - February 2014
Gogo Business Aviation January 2012 - September 2013
Gogo Business Aviation October 2012 - March 2013
Cisco Systems September 2010 - June 2011
Cisco Systems September 2009 - November 2010
Cisco Systems March 2006 - September 2009
Cisco Systems July 2004 - March 2006
Avaya September 2001 - March 2004
Skills
Program Management, PMO, Cross-functional Team..., Change Management, Budgeting, PMP, Vendor Management, Process Development, Software Project..., Project Portfolio..., Agile Project Management, Project Planning, Process Improvement, Agile, Team Leadership, Agile Methodologies, Process Simulation, Product Management, Product Development, Telecommunications, Enterprise Software, Software Development, Strategy, Budgets, Unified Communications, VoIP, CRM, SDLC, Resource Management, Management, Scrum, Leadership, Enterprise Architecture, Product Marketing, Integration, Team Building, Training, Release Management, Cloud Computing, Business Process..., SaaS, Business Process, Outsourcing, System Deployment, IT Strategy, IT Management, Virtual Teams, Requirements Analysis, Professional Services, Virtualization
Education
The George Washington University 1997 — 1998
Master's Certificate, Program Management
Colorado State University 1977 — 1979
Bachelor of Arts (B.A.), English Language and Literature, General
Swift Ascent, LLC January 2011 - Present
SEI May 2014 - November 2014
CenturyLink July 2013 - February 2014
Gogo Business Aviation January 2012 - September 2013
Gogo Business Aviation October 2012 - March 2013
Cisco Systems September 2010 - June 2011
Cisco Systems September 2009 - November 2010
Cisco Systems March 2006 - September 2009
Cisco Systems July 2004 - March 2006
Avaya September 2001 - March 2004
Skills
Program Management, PMO, Cross-functional Team..., Change Management, Budgeting, PMP, Vendor Management, Process Development, Software Project..., Project Portfolio..., Agile Project Management, Project Planning, Process Improvement, Agile, Team Leadership, Agile Methodologies, Process Simulation, Product Management, Product Development, Telecommunications, Enterprise Software, Software Development, Strategy, Budgets, Unified Communications, VoIP, CRM, SDLC, Resource Management, Management, Scrum, Leadership, Enterprise Architecture, Product Marketing, Integration, Team Building, Training, Release Management, Cloud Computing, Business Process..., SaaS, Business Process, Outsourcing, System Deployment, IT Strategy, IT Management, Virtual Teams, Requirements Analysis, Professional Services, Virtualization
Education
The George Washington University 1997 — 1998
Master's Certificate, Program Management
Colorado State University 1977 — 1979
Bachelor of Arts (B.A.), English Language and Literature, General
Daniel McGlinn, CAIA's SEI Experience March 2014 - May 2015
Job Investment Advisor Research at PNC
Industry Financial Services
Experience
PNC Asset Management May 2015 - Present
SEI March 2014 - May 2015
SEI January 2011 - March 2014
Prudential Financial September 2010 - January 2011
Skills
Portfolio Management, Hedging, Alternative Investments, Trading Strategies, Hedge Funds, Fixed Income, Financial Modeling, Mutual Funds, Bloomberg, Equities, Investments, Microsoft Excel
Education
College of the Holy Cross 2006 — 2010
B.A., Economics
The Haverford School 2002 — 2006
PNC Asset Management May 2015 - Present
SEI March 2014 - May 2015
SEI January 2011 - March 2014
Prudential Financial September 2010 - January 2011
Skills
Portfolio Management, Hedging, Alternative Investments, Trading Strategies, Hedge Funds, Fixed Income, Financial Modeling, Mutual Funds, Bloomberg, Equities, Investments, Microsoft Excel
Education
College of the Holy Cross 2006 — 2010
B.A., Economics
The Haverford School 2002 — 2006
Aimee Fitzgerald, M.S. Aimee Fitzgerald, M.S.'s SEI Experience 2007 - 2009
Job Driven, clientfocused HR professional. Passionate about Higher Education.
Industry Human Resources
Experience
Target March 2013 - Present
Globe Education Network October 2012 - March 2013
Globe Education Network June 2011 - October 2012
North Dakota State College of Science August 2010 - May 2011
GivingPoint July 2009 - August 2010
SEI 2007 - 2009
Education
Concordia College
Bachelor of Arts
Minnesota State University, Moorhead
Master of Science
Target March 2013 - Present
Globe Education Network October 2012 - March 2013
Globe Education Network June 2011 - October 2012
North Dakota State College of Science August 2010 - May 2011
GivingPoint July 2009 - August 2010
SEI 2007 - 2009
Education
Concordia College
Bachelor of Arts
Minnesota State University, Moorhead
Master of Science
Dean B. Seltzer, CPA Dean B. Seltzer, CPA's SEI Experience 2013 - Present
Job Manager Private Equity Real Estate Fund Accounting
Industry Accounting
Experience
SEI 2013 - Present
Hunt Companies 2008 - 2013
Grant Thornton 2005 - 2008
SolomonEdwardsGroup LLC 2005 - 2005
Unisys 2000 - 2004
Arthur Andersen LLP 1997 - 2000
Independent Contractor 1993 - 1996
Pacific Sporting Goods 1986 - 1992
United States Marine Corps 1982 - 1988
Skills
Financial Reporting, Accounting, Financial Statements, Fund Accounting, Financial Analysis, Financial Modeling, SEC filings, GAAP, Internal Controls, Sarbanes-Oxley Act, Private Equity, Finance, Sarbanes-Oxley, Internal Audit, Risk Management, Credit, Financial Audits, Auditing, CPA, Cash Flow, Banking, Accounts Receivable
Education
California State University-Long Beach - College of Business Administration
Bachelor of Science (BS), Business Administration: Accountancy
California State University-Long Beach - College of Business Administration
Bachelor of Science (BS), Business Administration: Finance - Real Estate Emphasis
SEI 2013 - Present
Hunt Companies 2008 - 2013
Grant Thornton 2005 - 2008
SolomonEdwardsGroup LLC 2005 - 2005
Unisys 2000 - 2004
Arthur Andersen LLP 1997 - 2000
Independent Contractor 1993 - 1996
Pacific Sporting Goods 1986 - 1992
United States Marine Corps 1982 - 1988
Skills
Financial Reporting, Accounting, Financial Statements, Fund Accounting, Financial Analysis, Financial Modeling, SEC filings, GAAP, Internal Controls, Sarbanes-Oxley Act, Private Equity, Finance, Sarbanes-Oxley, Internal Audit, Risk Management, Credit, Financial Audits, Auditing, CPA, Cash Flow, Banking, Accounts Receivable
Education
California State University-Long Beach - College of Business Administration
Bachelor of Science (BS), Business Administration: Accountancy
California State University-Long Beach - College of Business Administration
Bachelor of Science (BS), Business Administration: Finance - Real Estate Emphasis
Jake Norton's SEI Experience September 2015 - Present
Job External Wholesaler at SEI
Industry Financial Services
Experience
SEI September 2015 - Present
Curian Capital December 2011 - September 2015
National Planning Holdings July 2010 - December 2011
Jackson National Life Distributors LLC 2006 - July 2010
Skills
Series 63, Series 7, Series 6, Separately Managed..., Mutual Funds, Wealth Management, Retirement Planning, Fixed Annuities, 401k, Investments, Asset Allocation, Alternative Investments, Variable Annuities, Uniform Combined State..., Retirement, Investment Advisory, Financial Services, Securities, Life & Health Insurance..., Wholesale, Financial Advisory, Series 24, FINRA, Investment Strategies, Life Insurance, ETFs, Asset Management, Financial Planning, IRAs, Strategic Financial..., Qualified Retirement..., Estate Planning, Wholesaling, Fixed / Indexed..., CFS - Certified Fund..., Series 66
Education
Colorado State University 2000 — 2005
Business / Technical Journalism, Marketing, Video Communication
SEI September 2015 - Present
Curian Capital December 2011 - September 2015
National Planning Holdings July 2010 - December 2011
Jackson National Life Distributors LLC 2006 - July 2010
Skills
Series 63, Series 7, Series 6, Separately Managed..., Mutual Funds, Wealth Management, Retirement Planning, Fixed Annuities, 401k, Investments, Asset Allocation, Alternative Investments, Variable Annuities, Uniform Combined State..., Retirement, Investment Advisory, Financial Services, Securities, Life & Health Insurance..., Wholesale, Financial Advisory, Series 24, FINRA, Investment Strategies, Life Insurance, ETFs, Asset Management, Financial Planning, IRAs, Strategic Financial..., Qualified Retirement..., Estate Planning, Wholesaling, Fixed / Indexed..., CFS - Certified Fund..., Series 66
Education
Colorado State University 2000 — 2005
Business / Technical Journalism, Marketing, Video Communication
Amit Kansal, PMP,CSM Amit Kansal, PMP,CSM's SEI Experience September 2015 - Present
Job Manager/Scrum Master at SEI
Industry Information Technology and Services
Experience
SEI September 2015 - Present
Skills
Project Management, SDLC, Requirements Analysis, Business Analysis, CRM, Software Project..., Requirements Gathering, Business Process..., Strategy, Management, Enterprise Software, Team Management, PMO, Databases, Testing, Analysis, Business Requirements, Leadership, Vendor Management, Solution Architecture, IT Strategy, PMP, Integration, Business Process, Data Migration, Enterprise Architecture, Data Warehousing
Education
MD University
Master of Science (M.Sc.)
Delhi University
Bachelor of Arts (B.A.)
Penn State University
CSM (Certified Scrum Master) From Scrum Alliance
Project Management Institute
Project Management Professional (PMP)
Microsoft Certified Solution Developer
Sun Certified Programmer for Java 2(SCJP)
Sun Certified Web Component Developer (SCWCD)
SEI September 2015 - Present
Skills
Project Management, SDLC, Requirements Analysis, Business Analysis, CRM, Software Project..., Requirements Gathering, Business Process..., Strategy, Management, Enterprise Software, Team Management, PMO, Databases, Testing, Analysis, Business Requirements, Leadership, Vendor Management, Solution Architecture, IT Strategy, PMP, Integration, Business Process, Data Migration, Enterprise Architecture, Data Warehousing
Education
MD University
Master of Science (M.Sc.)
Delhi University
Bachelor of Arts (B.A.)
Penn State University
CSM (Certified Scrum Master) From Scrum Alliance
Project Management Institute
Project Management Professional (PMP)
Microsoft Certified Solution Developer
Sun Certified Programmer for Java 2(SCJP)
Sun Certified Web Component Developer (SCWCD)
Natalie Mannino Natalie Mannino's SEI Experience June 2013 - August 2014
Job Lord Abbett
Industry Financial Services
Experience
Lord, Abbett & Co. LLC April 2015 - Present
SEI June 2013 - August 2014
SEI January 2012 - June 2013
SEI September 2011 - December 2011
Alice Marshall Public Relations June 2010 - August 2010
Travel with Carnet June 2009 - August 2009
Skills
Portfolio Management, Trading, Financial Analysis, Financial Reporting, Microsoft Excel, PowerPoint, Mutual Funds, Microsoft Office, Securities, Equities, Fixed Income, Marketing, Public Relations, Blog Marketing, Account Reconciliation, BurrellesLuce, Cision, Security APL, Investments, Finance, ETFs, Asset Allocation, Equity Trading, GeoTrader, CG Trade Connect, GIM2
Education
Villanova University 2008 — 2011
Bachelor of Science (B.S.), Finance, General
City University London 2010 — 2010
Finance, General
Graduate Institute of International and Development Studies 2009 — 2009
International Business
Gettysburg College 2007 — 2008
The Hill School 2003 — 2007
The American University of Paris 2005 — 2005
Lord, Abbett & Co. LLC April 2015 - Present
SEI June 2013 - August 2014
SEI January 2012 - June 2013
SEI September 2011 - December 2011
Alice Marshall Public Relations June 2010 - August 2010
Travel with Carnet June 2009 - August 2009
Skills
Portfolio Management, Trading, Financial Analysis, Financial Reporting, Microsoft Excel, PowerPoint, Mutual Funds, Microsoft Office, Securities, Equities, Fixed Income, Marketing, Public Relations, Blog Marketing, Account Reconciliation, BurrellesLuce, Cision, Security APL, Investments, Finance, ETFs, Asset Allocation, Equity Trading, GeoTrader, CG Trade Connect, GIM2
Education
Villanova University 2008 — 2011
Bachelor of Science (B.S.), Finance, General
City University London 2010 — 2010
Finance, General
Graduate Institute of International and Development Studies 2009 — 2009
International Business
Gettysburg College 2007 — 2008
The Hill School 2003 — 2007
The American University of Paris 2005 — 2005
Rebecca A. Fuchs Rebecca A. Fuchs's SEI Experience December 2013 - Present
Job Accountant
Industry Accounting
Experience
SEI December 2013 - Present
Stein Mart August 2002 - December 2013
Volunteer Tax Assistance Program February 2010 - April 2011
Kohl's Department Stores February 2000 - June 2002
Skills
Accounting, Economics, Microsoft Word, Microsoft Office, Teamwork, PowerPoint, Time Management, Microsoft Excel, Financial Analysis, Finance, Financial Accounting, Financial Reporting, Customer Service, Data Entry, Analysis, Account Reconciliation, Valuation
Education
Cedar Crest College 2008 — 2013
Bachelor of Science, Accounting, Economics, 3.7 GPA
County College of Morris 2000 — 2003
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies, 3.5 GPA
SEI December 2013 - Present
Stein Mart August 2002 - December 2013
Volunteer Tax Assistance Program February 2010 - April 2011
Kohl's Department Stores February 2000 - June 2002
Skills
Accounting, Economics, Microsoft Word, Microsoft Office, Teamwork, PowerPoint, Time Management, Microsoft Excel, Financial Analysis, Finance, Financial Accounting, Financial Reporting, Customer Service, Data Entry, Analysis, Account Reconciliation, Valuation
Education
Cedar Crest College 2008 — 2013
Bachelor of Science, Accounting, Economics, 3.7 GPA
County College of Morris 2000 — 2003
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies, 3.5 GPA
Amanda Maslowski's SEI Experience 2001 - 2004
Job Experienced Staffing/Recruiting Professional
Industry Staffing and Recruiting
Experience
Volt Workforce Solutions July 2010 - Present
Volt Workforce Solutions October 2005 - Present
SEI 2001 - 2004
The Fargo Cork 2000 - 2004
Skills
Account Management, Human Resources, Temporary Placement, Project Management, Sales, Technical Support, Software Development, Web Development, Recruiting, Technical Recruiting, Talent Acquisition, Internet Recruiting, Onboarding, Employee Relations, CRM, Talent Management, SDLC, Leadership, Process Improvement, Interviews, Budgets, Consulting, Management, Networking, Customer Service, Applicant Tracking..., Hiring, Sourcing, Performance Management, Contract Recruitment
Education
Concordia College 1998 — 2002
B.A. Communications
Frazee-Vergas High School 1994 — 1998
High School
Volt Workforce Solutions July 2010 - Present
Volt Workforce Solutions October 2005 - Present
SEI 2001 - 2004
The Fargo Cork 2000 - 2004
Skills
Account Management, Human Resources, Temporary Placement, Project Management, Sales, Technical Support, Software Development, Web Development, Recruiting, Technical Recruiting, Talent Acquisition, Internet Recruiting, Onboarding, Employee Relations, CRM, Talent Management, SDLC, Leadership, Process Improvement, Interviews, Budgets, Consulting, Management, Networking, Customer Service, Applicant Tracking..., Hiring, Sourcing, Performance Management, Contract Recruitment
Education
Concordia College 1998 — 2002
B.A. Communications
Frazee-Vergas High School 1994 — 1998
High School
Matt Borowiec Matt Borowiec's SEI Experience June 2012 - March 2015
Job Software Engineer at TalentWise
Industry Computer Software
Experience
TalentWise April 2015 - Present
SEI June 2012 - March 2015
Temple University March 2011 - May 2012
Temple University January 2011 - May 2012
Burlington Coat Factory May 2011 - August 2011
Pathmark Stores, Inc. April 2005 - May 2011
Skills
HTML, JavaScript, jQuery, Node.js, CSS, Java, Databases, Windows, SQL, Programming, Linux, Troubleshooting, Software, Visual Basic, Networking, Microsoft Excel, PHP
Education
Temple University 2010 — 2012
Information Science and Technology, Info Sci and Tech/Comp Sci
Community College of Philadelphia 2006 — 2010
None, IST/Comp Sci
TalentWise April 2015 - Present
SEI June 2012 - March 2015
Temple University March 2011 - May 2012
Temple University January 2011 - May 2012
Burlington Coat Factory May 2011 - August 2011
Pathmark Stores, Inc. April 2005 - May 2011
Skills
HTML, JavaScript, jQuery, Node.js, CSS, Java, Databases, Windows, SQL, Programming, Linux, Troubleshooting, Software, Visual Basic, Networking, Microsoft Excel, PHP
Education
Temple University 2010 — 2012
Information Science and Technology, Info Sci and Tech/Comp Sci
Community College of Philadelphia 2006 — 2010
None, IST/Comp Sci
Chris Vassil Chris Vassil's SEI Experience 2003 - 2003
Job Investment Management Services at State Street
Industry Financial Services
Experience
State Street September 2013 - Present
Pershing, a BNY Mellon company May 2010 - July 2013
Penn Mutual 2006 - 2009
Taylor Nelson Sofres Telecoms 2005 - 2006
T. Rowe Price 2004 - 2005
Comcast Cable 2003 - 2004
RMH Teleservices 2003 - 2003
SEI 2003 - 2003
Skills
Management, Access, Financial Analysis
Education
Clemson University 1999 — 2003
Bachelor of Science (B.S.), Economics and Quantitative Analysis
State Street September 2013 - Present
Pershing, a BNY Mellon company May 2010 - July 2013
Penn Mutual 2006 - 2009
Taylor Nelson Sofres Telecoms 2005 - 2006
T. Rowe Price 2004 - 2005
Comcast Cable 2003 - 2004
RMH Teleservices 2003 - 2003
SEI 2003 - 2003
Skills
Management, Access, Financial Analysis
Education
Clemson University 1999 — 2003
Bachelor of Science (B.S.), Economics and Quantitative Analysis
Greg Selvin Greg Selvin's SEI Experience June 2013 - September 2013
Job Business Architect at CSC
Industry Information Technology and Services
Experience
CSC January 2014 - Present
Selvin Solutions LLC September 2012 - Present
SEI June 2013 - September 2013
Comcast Converged Products September 2012 - June 2013
PACIFIC CONTROLS November 2010 - August 2012
Macquarie Bank June 2010 - November 2010
Susquehanna International Group February 2008 - October 2009
Susquehanna International Group April 2007 - January 2008
Susquehanna International Group January 2005 - April 2007
Capco September 2000 - December 2004
Skills
Agile Methodologies, SDLC, Business Analysis, Product Management, Strategy, Requirements Analysis, Software Development, Integration, Software Project..., Scrum, Program Management, Management, IT Strategy, Vendor Management, Requirements Gathering, Enterprise Software, Agile Project Management, Product Development, Project Management, Middleware, Team Leadership, PMP, Consulting, Agile, Solution Architecture
Education
Scaled Agile Academy 2013 — 2013
SPC
Columbia University in the City of New York 1999 — 2000
University of Michigan 1986 — 1990
BA, English Literature
Baldwin Senior High 1982 — 1986
CSC January 2014 - Present
Selvin Solutions LLC September 2012 - Present
SEI June 2013 - September 2013
Comcast Converged Products September 2012 - June 2013
PACIFIC CONTROLS November 2010 - August 2012
Macquarie Bank June 2010 - November 2010
Susquehanna International Group February 2008 - October 2009
Susquehanna International Group April 2007 - January 2008
Susquehanna International Group January 2005 - April 2007
Capco September 2000 - December 2004
Skills
Agile Methodologies, SDLC, Business Analysis, Product Management, Strategy, Requirements Analysis, Software Development, Integration, Software Project..., Scrum, Program Management, Management, IT Strategy, Vendor Management, Requirements Gathering, Enterprise Software, Agile Project Management, Product Development, Project Management, Middleware, Team Leadership, PMP, Consulting, Agile, Solution Architecture
Education
Scaled Agile Academy 2013 — 2013
SPC
Columbia University in the City of New York 1999 — 2000
University of Michigan 1986 — 1990
BA, English Literature
Baldwin Senior High 1982 — 1986
Tyler R. Long's SEI Experience April 2015 - Present
Job Reconciliation Analyst at SEI
Industry Financial Services
Experience
SEI April 2015 - Present
SEI September 2014 - April 2015
Financial Research Associates September 2013 - March 2014
Drexel University April 2013 - June 2013
Delaware County Community College January 2012 - May 2013
Skills
Accounting, Microsoft Office, Leadership, Tutoring, Finance, Time Management, Forensic Accounting, Technical Writing, Tax, Teamwork, Research, Account Reconciliation, Academia, Bank Reconciliation
Education
Drexel University - LeBow College of Business 2012 — 2014
Bachelor of Science in Business Administration (B.S.B.A.), Cum Laude, Accounting
Delaware County Community College 2010 — 2012
Associate of Science (A.S.) in Business Administration, High Honors
SEI April 2015 - Present
SEI September 2014 - April 2015
Financial Research Associates September 2013 - March 2014
Drexel University April 2013 - June 2013
Delaware County Community College January 2012 - May 2013
Skills
Accounting, Microsoft Office, Leadership, Tutoring, Finance, Time Management, Forensic Accounting, Technical Writing, Tax, Teamwork, Research, Account Reconciliation, Academia, Bank Reconciliation
Education
Drexel University - LeBow College of Business 2012 — 2014
Bachelor of Science in Business Administration (B.S.B.A.), Cum Laude, Accounting
Delaware County Community College 2010 — 2012
Associate of Science (A.S.) in Business Administration, High Honors
Mark Margolis Mark Margolis's SEI Experience December 2013 - May 2014
Job Acquisition/Asset Management Analyst at Lowe Enterprises
Industry Financial Services
Experience
Lowe Enterprises June 2014 - Present
SEI December 2013 - May 2014
SEI September 2012 - December 2013
SEI August 2011 - September 2012
Skills
Financial Modeling, Financial Analysis, Financial Reporting, Fund Accounting, Internal Controls, Account Reconciliation, Accounting, Finance, Cash Management, Strategic Financial..., Valuation
Education
Clemson University - College of Business and Behavioral Science 2007 — 2011
B.S., Financial Management
Lowe Enterprises June 2014 - Present
SEI December 2013 - May 2014
SEI September 2012 - December 2013
SEI August 2011 - September 2012
Skills
Financial Modeling, Financial Analysis, Financial Reporting, Fund Accounting, Internal Controls, Account Reconciliation, Accounting, Finance, Cash Management, Strategic Financial..., Valuation
Education
Clemson University - College of Business and Behavioral Science 2007 — 2011
B.S., Financial Management
Nicole Cifferello Nicole Cifferello's SEI Experience June 2013 - May 2014
Job Analyst at Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs July 2014 - Present
SEI June 2013 - May 2014
The Fry Group March 2013 - May 2013
Nordstrom July 2011 - December 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Windows, HTML, Access Database, JavaScript, Account Management
Education
Villanova University 2011 — 2014
Bachelor of Arts (B.A.), Economics and Political Science
City University of Hong Kong 2013 — 2013
Bachelor of Arts (B.A.), Economics and Political Science
Loyola University Maryland 2010 — 2011
Bachelor of Science (B.S.), International Business and Economics
Bishop Shanahan High School 2006 — 2010
Goldman Sachs July 2014 - Present
SEI June 2013 - May 2014
The Fry Group March 2013 - May 2013
Nordstrom July 2011 - December 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Windows, HTML, Access Database, JavaScript, Account Management
Education
Villanova University 2011 — 2014
Bachelor of Arts (B.A.), Economics and Political Science
City University of Hong Kong 2013 — 2013
Bachelor of Arts (B.A.), Economics and Political Science
Loyola University Maryland 2010 — 2011
Bachelor of Science (B.S.), International Business and Economics
Bishop Shanahan High School 2006 — 2010
Scott Brooks, CFA Scott Brooks, CFA's SEI Experience 2013 - 2014
Job Managing Director at SEI Investments
Industry Investment Management
Experience
Brooks Asset Management Consulting January 2015 - Present
SEI 2013 - 2014
Deutsche Asset Management - RREEF Real Estate 2011 - 2013
Deutsche Asset Management - DWS Investments 2010 - 2011
JPMorgan Funds Management 2007 - 2009
Managers Investment Group 2006 - 2007
OppenheimerFunds 1989 - 2006
Oppenheimer Funds 1989 - 2006
Skills
Alternative Investments, Mutual Funds, Asset Management, Investments, Asset Allocation, Real Estate Private..., FINRA, Asset Managment, Series 7, Sales, Retirement, Separately Managed..., Series 63, Retirement Planning, Relationship Management, Hedge Funds, Securities, Private Equity, Investment Management, Portfolio Management, Wealth Management, Defined Benefit, Financial Services, Fixed Annuities, Equities, Defined Contribution, Investment Strategies, Institutional...
Education
Cornell University 1984 — 1989
BA, Economics
Northern Highlands Regional High School 1980 — 1984
High School
Brooks Asset Management Consulting January 2015 - Present
SEI 2013 - 2014
Deutsche Asset Management - RREEF Real Estate 2011 - 2013
Deutsche Asset Management - DWS Investments 2010 - 2011
JPMorgan Funds Management 2007 - 2009
Managers Investment Group 2006 - 2007
OppenheimerFunds 1989 - 2006
Oppenheimer Funds 1989 - 2006
Skills
Alternative Investments, Mutual Funds, Asset Management, Investments, Asset Allocation, Real Estate Private..., FINRA, Asset Managment, Series 7, Sales, Retirement, Separately Managed..., Series 63, Retirement Planning, Relationship Management, Hedge Funds, Securities, Private Equity, Investment Management, Portfolio Management, Wealth Management, Defined Benefit, Financial Services, Fixed Annuities, Equities, Defined Contribution, Investment Strategies, Institutional...
Education
Cornell University 1984 — 1989
BA, Economics
Northern Highlands Regional High School 1980 — 1984
High School
Giuseppe Vilardi's SEI Experience May 2015 - Present
Job Operations Analyst at SEI
Industry Banking
Experience
SEI May 2015 - Present
Skills
Attention to Detail, Team Building, Leadership, Sales, Sales Management, Financial Services, PowerPoint, Microsoft Word, Microsoft Office, Customer Service
Education
West Chester University of Pennsylvania 2013 — 2015
Bachelor of Science (B.S.), Finance and Financial Management Services, Senior
Delaware County Community College 2011 — 2013
Associate of Science (A.S.), Business Administration and Management, General
Monsignor Bonner High School 2006 — 2010
High School Diploma
SEI May 2015 - Present
Skills
Attention to Detail, Team Building, Leadership, Sales, Sales Management, Financial Services, PowerPoint, Microsoft Word, Microsoft Office, Customer Service
Education
West Chester University of Pennsylvania 2013 — 2015
Bachelor of Science (B.S.), Finance and Financial Management Services, Senior
Delaware County Community College 2011 — 2013
Associate of Science (A.S.), Business Administration and Management, General
Monsignor Bonner High School 2006 — 2010
High School Diploma
Jeremy Mobley Jeremy Mobley's SEI Experience December 2006 - December 2013
Job Advisory Platform Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF December 2013 - Present
SEI December 2006 - December 2013
SEI December 2009 - December 2011
SEI May 2009 - June 2010
National City Bank June 2005 - December 2006
Skills
Wealth Management, Investments, Portfolio Management, Asset Managment, Securities, Asset Management, Mutual Funds, Asset Allocation, Fixed Income
Education
Campbell University 2000 — 2005
Master of Business Administration (MBA)
Campbell University 2000 — 2005
Bachelor of Business Administration (BBA), Trust and Wealth Mangement
TIAA-CREF December 2013 - Present
SEI December 2006 - December 2013
SEI December 2009 - December 2011
SEI May 2009 - June 2010
National City Bank June 2005 - December 2006
Skills
Wealth Management, Investments, Portfolio Management, Asset Managment, Securities, Asset Management, Mutual Funds, Asset Allocation, Fixed Income
Education
Campbell University 2000 — 2005
Master of Business Administration (MBA)
Campbell University 2000 — 2005
Bachelor of Business Administration (BBA), Trust and Wealth Mangement
CJ Nesher CJ Nesher's SEI Experience May 2005 - August 2008
Job Sales Training at BlackRock
Industry Financial Services
Experience
BlackRock January 2013 - Present
BlackRock August 2008 - January 2013
SEI May 2005 - August 2008
Ameriprise Financial 2003 - 2005
Baach Robinson & Lewis PLLC 2000 - 2002
Education
Saint Joseph's University 2006 — 2011
MBA, Finance
Colby College 1996 — 2000
BS, International Relations
The Hill School 1994 — 1996
BlackRock January 2013 - Present
BlackRock August 2008 - January 2013
SEI May 2005 - August 2008
Ameriprise Financial 2003 - 2005
Baach Robinson & Lewis PLLC 2000 - 2002
Education
Saint Joseph's University 2006 — 2011
MBA, Finance
Colby College 1996 — 2000
BS, International Relations
The Hill School 1994 — 1996
Dionne Gumbs Dionne Gumbs's SEI Experience 2000 - 2002
Job Senior Vice President at U.S. Trust
Industry Financial Services
Experience
U.S. Trust January 2015 - Present
Wealthrive, Inc. April 2013 - 2015
Bernstein Global Wealth Management 2010 - 2013
JP Morgan September 2007 - 2010
Lone Pine Capital 2002 - 2005
SEI 2000 - 2002
Skills
Asset Managment, Hedge Funds, Financial Services, Equities, Investor Relations, Investments, Estate Planning, Alternative Investments, Fixed Income, Capital Markets, Series 7, Securities, Wealth Management, Multi-generational..., Stock Management, Asset Management, Mentoring, Asset Allocation, Venture Capital, Investment Strategies, Investment Advisory, Investment Management
Education
Columbia University - Columbia Business School 2005 — 2007
Master of Business Administration (MBA)
University of Pennsylvania 1996 — 2000
BA
Poly Prep
U.S. Trust January 2015 - Present
Wealthrive, Inc. April 2013 - 2015
Bernstein Global Wealth Management 2010 - 2013
JP Morgan September 2007 - 2010
Lone Pine Capital 2002 - 2005
SEI 2000 - 2002
Skills
Asset Managment, Hedge Funds, Financial Services, Equities, Investor Relations, Investments, Estate Planning, Alternative Investments, Fixed Income, Capital Markets, Series 7, Securities, Wealth Management, Multi-generational..., Stock Management, Asset Management, Mentoring, Asset Allocation, Venture Capital, Investment Strategies, Investment Advisory, Investment Management
Education
Columbia University - Columbia Business School 2005 — 2007
Master of Business Administration (MBA)
University of Pennsylvania 1996 — 2000
BA
Poly Prep
Lara Gajewski Lara Gajewski's SEI Experience March 2003 - August 2007
Job Training Partner at Citco Fund Services
Industry Financial Services
Experience
Colorcon August 2011 - April 2013
ING August 2007 - November 2010
SEI March 2003 - August 2007
Habitat for Humanity 2001 - 2002
State Street February 1994 - September 2001
Education
CFA Institute
Claritas Investment Certificate
Delaware County Community College
Certificate in Human Resource Management
McGill University
Bachelor of Education
Colorcon August 2011 - April 2013
ING August 2007 - November 2010
SEI March 2003 - August 2007
Habitat for Humanity 2001 - 2002
State Street February 1994 - September 2001
Education
CFA Institute
Claritas Investment Certificate
Delaware County Community College
Certificate in Human Resource Management
McGill University
Bachelor of Education
Philip Masterson Philip Masterson's SEI Experience November 2003 - Present
Job Senior VP, Managing Director
Industry Financial Services
Experience
SEI November 2003 - Present
Citco Mutual Fund Services October 2002 - October 2003
OppenheimerFunds June 1998 - September 2003
Skills
Risk Management, Investments, Financial Services, Securities, Funding, Business Development, Mutual Funds, Hedge Funds, Mergers & Acquisitions, Executive Management, Financial Risk, Wealth Management
Education
Georgetown University Law Center 1996 — 1997
LLM, Securities & Financial Regulation, with Distinction
Creighton University 1988 — 1991
Doctor of Law (J.D.), Cum Laude
SEI November 2003 - Present
Citco Mutual Fund Services October 2002 - October 2003
OppenheimerFunds June 1998 - September 2003
Skills
Risk Management, Investments, Financial Services, Securities, Funding, Business Development, Mutual Funds, Hedge Funds, Mergers & Acquisitions, Executive Management, Financial Risk, Wealth Management
Education
Georgetown University Law Center 1996 — 1997
LLM, Securities & Financial Regulation, with Distinction
Creighton University 1988 — 1991
Doctor of Law (J.D.), Cum Laude
Jonathan Dean CFA CMT's SEI Experience 1993 - 1995
Job Chief Investment Officer at Wave Cycle Mutual Funds
Industry Investment Management
Experience
Wave Cycle Mutual Funds April 2014 - Present
Occam Investments January 2006 - Present
Edward Jones February 2011 - November 2012
Keel Investment Managerment 2006 - 2007
Hillsdale Investment Management 2002 - 2005
Hillsdale Investment Management 1999 - 2002
Swift Trade Securities 1999 - 1999
Ontario Teachers' Pension Plan 1995 - 1999
SEI 1993 - 1995
Portfolio Analytics, LLC 1991 - 1993
Skills
Equities, Trading, Hedge Funds, Portfolio Management, FX Options, Investments, Commodity, Strategy, Financial Risk, Start-ups, Finance, Analytics, Visual Basic, Traders, Financial Markets, Unix, Java, Programming, Quantitative Investing, Low Latency, Asset Management, Trading Systems, Software Design, C++ Language, C#, .NET, C, VBA, Dbase, SQL, Databases, Telecommuting, Sales, Independent Financial..., Large-scale Data..., Life Insurance, Mutual Funds, Microsoft Excel, Microsoft Office
Education
Dalhousie University 1989 — 1991
MBA, Investments
University of Rochester 1987 — 1989
MS, Computer Science
Dalhousie University 1984 — 1987
B.Eng., Electrical Engineering, First in Class
Dalhousie University 1983 — 1984
Diploma, Engineering
Dalhousie University 1980 — 1983
B.Sc., Physics
Dartmouth
High School Diploma, First in Class
Wave Cycle Mutual Funds April 2014 - Present
Occam Investments January 2006 - Present
Edward Jones February 2011 - November 2012
Keel Investment Managerment 2006 - 2007
Hillsdale Investment Management 2002 - 2005
Hillsdale Investment Management 1999 - 2002
Swift Trade Securities 1999 - 1999
Ontario Teachers' Pension Plan 1995 - 1999
SEI 1993 - 1995
Portfolio Analytics, LLC 1991 - 1993
Skills
Equities, Trading, Hedge Funds, Portfolio Management, FX Options, Investments, Commodity, Strategy, Financial Risk, Start-ups, Finance, Analytics, Visual Basic, Traders, Financial Markets, Unix, Java, Programming, Quantitative Investing, Low Latency, Asset Management, Trading Systems, Software Design, C++ Language, C#, .NET, C, VBA, Dbase, SQL, Databases, Telecommuting, Sales, Independent Financial..., Large-scale Data..., Life Insurance, Mutual Funds, Microsoft Excel, Microsoft Office
Education
Dalhousie University 1989 — 1991
MBA, Investments
University of Rochester 1987 — 1989
MS, Computer Science
Dalhousie University 1984 — 1987
B.Eng., Electrical Engineering, First in Class
Dalhousie University 1983 — 1984
Diploma, Engineering
Dalhousie University 1980 — 1983
B.Sc., Physics
Dartmouth
High School Diploma, First in Class
Brian Falco Brian Falco's SEI Experience May 1990 - April 1991
Job Senior Vice President and Principal at LCG Associates
Industry Investment Management
Experience
LCG Associates September 2003 - Present
LCG Associates October 1996 - September 2003
Mercer - Investments October 1991 - October 1996
SEI May 1990 - April 1991
Skills
Asset Management, Alternative Investments, Investments, Asset Allocation, Equities
Education
Clemson University - College of Business and Behavioral Science 1986 — 1989
Bachelor's Degree, Finance and Financial Management Services
LCG Associates September 2003 - Present
LCG Associates October 1996 - September 2003
Mercer - Investments October 1991 - October 1996
SEI May 1990 - April 1991
Skills
Asset Management, Alternative Investments, Investments, Asset Allocation, Equities
Education
Clemson University - College of Business and Behavioral Science 1986 — 1989
Bachelor's Degree, Finance and Financial Management Services
Steve Hinchey's SEI Experience 1981 - 1986
Job Business Owner Bus4Us, LLP
Industry Information Technology and Services
Experience
Bus4Us, LLP October 2008 - Present
Paladyne Systems January 2008 - September 2008
UBS April 2004 - November 2007
Stark Technical Group 2003 - 2004
Advent Software 2000 - 2003
Olmstead Associates 1998 - 2000
SunGard Data Systems 1990 - 1998
FIRST NATIONAL BANK OF CHICAGO 1986 - 1990
SEI 1981 - 1986
Skills
Requirements Analysis, Project Management, Logistics, Project Planning
Education
D'Amore-McKim School of Business at Northeastern University 1980 — 1981
MBA
University of New Hampshire -- Peter T. Paul College of Business and Economics 1973 — 1977
BS
Bus4Us, LLP October 2008 - Present
Paladyne Systems January 2008 - September 2008
UBS April 2004 - November 2007
Stark Technical Group 2003 - 2004
Advent Software 2000 - 2003
Olmstead Associates 1998 - 2000
SunGard Data Systems 1990 - 1998
FIRST NATIONAL BANK OF CHICAGO 1986 - 1990
SEI 1981 - 1986
Skills
Requirements Analysis, Project Management, Logistics, Project Planning
Education
D'Amore-McKim School of Business at Northeastern University 1980 — 1981
MBA
University of New Hampshire -- Peter T. Paul College of Business and Economics 1973 — 1977
BS
Henry Fang's SEI Experience 1994 - 1996
Job Managing Partner at FF Realty LLC
Industry Venture Capital & Private Equity
Experience
FF Realty LLC 2010 - Present
Colorado State University 2013 - Present
GE Capital 2005 - 2010
Global Technology Investments 2003 - 2005
GE Equity 2000 - 2003
Mars & Co. 1999 - 2000
IBM Consulting Group 1998 - 1998
Advanta 1996 - 1997
SEI 1994 - 1996
Skills
Intellectual Property, Private Equity, Finance, Venture Capital, Due Diligence, Financial Modeling, Business Strategy, Credit Analysis, Investments, Valuation, Corporate Finance, Mergers & Acquisitions, Portfolio Management, Strategy, Start-ups, Resume Writing, Management, Competitive Analysis, Career Development
Education
Columbia University - Columbia Business School 1997 — 1999
MBA, Finance, and Strategic Management, with Honors; Deans List;
Duke University 1990 — 1994
Bachelor of Arts (B.A.), Economics, cum laude; Dean's List with Distinction;
FF Realty LLC 2010 - Present
Colorado State University 2013 - Present
GE Capital 2005 - 2010
Global Technology Investments 2003 - 2005
GE Equity 2000 - 2003
Mars & Co. 1999 - 2000
IBM Consulting Group 1998 - 1998
Advanta 1996 - 1997
SEI 1994 - 1996
Skills
Intellectual Property, Private Equity, Finance, Venture Capital, Due Diligence, Financial Modeling, Business Strategy, Credit Analysis, Investments, Valuation, Corporate Finance, Mergers & Acquisitions, Portfolio Management, Strategy, Start-ups, Resume Writing, Management, Competitive Analysis, Career Development
Education
Columbia University - Columbia Business School 1997 — 1999
MBA, Finance, and Strategic Management, with Honors; Deans List;
Duke University 1990 — 1994
Bachelor of Arts (B.A.), Economics, cum laude; Dean's List with Distinction;
Jarrod Rotella PMC-III's SEI Experience January 2013 - Present
Job Sr. Product Manager at SEI
Industry Financial Services
Experience
SEI January 2013 - Present
SEI August 2011 - December 2012
Pawsitive Pooches July 2007 - July 2011
Capital Financial Solutions February 2007 - July 2007
VisionQuest Wealth Management October 2005 - February 2007
SEI Investments April 1999 - September 2005
GlaxoSmithKline July 1996 - April 1999
Sanchez Computer Associates 1995 - 1996
Skills
Finance, Financial Services, Business Analysis, SDLC, Vendor Management, Mutual Funds, Project Management, Program Management, Portfolio Management, Investments, Wealth Management, Management, Change Management, Data Analysis, Strategy, Requirements Gathering, Business Requirements, Process Improvement, Requirements Analysis, Risk Management
Education
Robert Morris University 1992 — 1995
BSBA, Marketing, Computer Information Systems
Community College of Allegheny County 1989 — 1992
Associate of Science (A.S.), Business Administration and Management, General
SEI January 2013 - Present
SEI August 2011 - December 2012
Pawsitive Pooches July 2007 - July 2011
Capital Financial Solutions February 2007 - July 2007
VisionQuest Wealth Management October 2005 - February 2007
SEI Investments April 1999 - September 2005
GlaxoSmithKline July 1996 - April 1999
Sanchez Computer Associates 1995 - 1996
Skills
Finance, Financial Services, Business Analysis, SDLC, Vendor Management, Mutual Funds, Project Management, Program Management, Portfolio Management, Investments, Wealth Management, Management, Change Management, Data Analysis, Strategy, Requirements Gathering, Business Requirements, Process Improvement, Requirements Analysis, Risk Management
Education
Robert Morris University 1992 — 1995
BSBA, Marketing, Computer Information Systems
Community College of Allegheny County 1989 — 1992
Associate of Science (A.S.), Business Administration and Management, General
Arch Moberly's SEI Experience July 2014 - Present
Job Sr. Configuration and Release Management Engineer
Industry Computer Software
Experience
SEI July 2014 - Present
eBay Enterprise February 2010 - July 2014
NAVTEQ, a Nokia company October 2009 - February 2010
GSI Commerce August 2009 - October 2009
Penn Mutual Life Insurance March 2005 - July 2009
The Vanguard Group September 2002 - January 2005
Reuters America / Reality Online November 1999 - August 2002
Lockheed Martin M&DS September 1996 - November 1999
Innovative Systems, Inc. May 1995 - January 1996
IBM May 1994 - August 1994
Skills
Configuration Management, Subversion, Linux, Maven, Perl, Shell Scripting, Change Management, AIX, Red Hat Linux, Solaris, Windows, CVS, Ant, Java, SQL, Weblogic, Websphere, Tomcat, Apache, Software Engineering, Software Design, Software Development..., Process Improvement, Testing, Agile Methodologies, Unix, Continuous Integration, SDLC, Oracle, XML, Software Configuration..., Bash, Distributed Systems, Requirements Analysis, Software Process..., Software Process..., Release Engineering, JIRA, Bamboo, Fisheye, Confluence, Software Deployment, VirtualBox, Apache Solr, Operating Systems, Web Applications, Integration, Test Driven Development
Education
Carnegie Mellon University 1995 — 1996
MSE, Software Engineering
Carnegie Mellon University 1991 — 1995
BS, Math and Computer Science with additional major in Social History
Robert E. Lee High School 1988 — 1991
Honor's Diploma
SEI July 2014 - Present
eBay Enterprise February 2010 - July 2014
NAVTEQ, a Nokia company October 2009 - February 2010
GSI Commerce August 2009 - October 2009
Penn Mutual Life Insurance March 2005 - July 2009
The Vanguard Group September 2002 - January 2005
Reuters America / Reality Online November 1999 - August 2002
Lockheed Martin M&DS September 1996 - November 1999
Innovative Systems, Inc. May 1995 - January 1996
IBM May 1994 - August 1994
Skills
Configuration Management, Subversion, Linux, Maven, Perl, Shell Scripting, Change Management, AIX, Red Hat Linux, Solaris, Windows, CVS, Ant, Java, SQL, Weblogic, Websphere, Tomcat, Apache, Software Engineering, Software Design, Software Development..., Process Improvement, Testing, Agile Methodologies, Unix, Continuous Integration, SDLC, Oracle, XML, Software Configuration..., Bash, Distributed Systems, Requirements Analysis, Software Process..., Software Process..., Release Engineering, JIRA, Bamboo, Fisheye, Confluence, Software Deployment, VirtualBox, Apache Solr, Operating Systems, Web Applications, Integration, Test Driven Development
Education
Carnegie Mellon University 1995 — 1996
MSE, Software Engineering
Carnegie Mellon University 1991 — 1995
BS, Math and Computer Science with additional major in Social History
Robert E. Lee High School 1988 — 1991
Honor's Diploma
Karthikeyan Palanisamy's SEI Experience February 2015 - Present
Job Java Technical Lead at SEI investment
Industry Information Technology and Services
Experience
SEI February 2015 - Present
SEI April 2014 - February 2015
SEI February 2011 - April 2014
SEI February 2006 - February 2011
Tata Consultancy Services October 2004 - February 2006
Tata Consultancy Services December 2003 - October 2004
Skills
SDLC, PL/SQL, Requirements Analysis, Oracle, Solution Architecture, SQL, Software Project..., Java Enterprise Edition, J2EE Web Services, Agile Methodologies, Unix, Requirements Gathering, SOA, Business Analysis
Education
Kumaraguru College of Technology 2000 — 2003
Master of Computer Applications (MCA), Computer Applications
Coimbatore Institute of Technology 1997 — 2000
BSc, Applied Sciences
Navarasam
High School
SEI February 2015 - Present
SEI April 2014 - February 2015
SEI February 2011 - April 2014
SEI February 2006 - February 2011
Tata Consultancy Services October 2004 - February 2006
Tata Consultancy Services December 2003 - October 2004
Skills
SDLC, PL/SQL, Requirements Analysis, Oracle, Solution Architecture, SQL, Software Project..., Java Enterprise Edition, J2EE Web Services, Agile Methodologies, Unix, Requirements Gathering, SOA, Business Analysis
Education
Kumaraguru College of Technology 2000 — 2003
Master of Computer Applications (MCA), Computer Applications
Coimbatore Institute of Technology 1997 — 2000
BSc, Applied Sciences
Navarasam
High School
James McWhinney's SEI Experience 2008 - Present
Job Managing Director of Global Investment Communications at SEI
Industry Financial Services
Experience
SEI 2008 - Present
J. McWhinney Communications 2000 - Present
Bank of America 2004 - 2008
The Bank of New York Separate Account Services (formerly Lockwood Advisors) February 2000 - April 2004
Vanguard 1997 - 2000
Federated Investors 1996 - 1997
Westin Hotels 1994 - 1996
Kahn and Associates 1992 - 1994
Skills
Web Content, Newsletters, Management, Mutual Funds, Strategy, Alternative Investments, Marketing, Editing, Financial Advisory, Sales, Social Media Marketing, Investments, Portfolio Management, Wealth Management, Financial Services, Market Research
Education
Carnegie Mellon University
Temple University
Masters, Journalism
SEI 2008 - Present
J. McWhinney Communications 2000 - Present
Bank of America 2004 - 2008
The Bank of New York Separate Account Services (formerly Lockwood Advisors) February 2000 - April 2004
Vanguard 1997 - 2000
Federated Investors 1996 - 1997
Westin Hotels 1994 - 1996
Kahn and Associates 1992 - 1994
Skills
Web Content, Newsletters, Management, Mutual Funds, Strategy, Alternative Investments, Marketing, Editing, Financial Advisory, Sales, Social Media Marketing, Investments, Portfolio Management, Wealth Management, Financial Services, Market Research
Education
Carnegie Mellon University
Temple University
Masters, Journalism
David Wolter's SEI Experience Account ExecutiveAssociated Advertising Agency2002 - 2005
Job National Sales and Marketing Director at SEI
Industry Arts and Crafts
Experience
SEI Account ExecutiveAssociated Advertising Agency2002 - 2005
Education
Carroll College 1992 — 1996
SEI Account ExecutiveAssociated Advertising Agency2002 - 2005
Education
Carroll College 1992 — 1996
Mark McCormack, CISSP's SEI Experience September 2006 - Present
Job Security Architect at SEI Investments
Industry Financial Services
Experience
SEI September 2006 - Present
SEI April 2002 - September 2006
SEI March 1998 - April 2002
Unisource Worldwide, Inc. March 1995 - March 1998
MicroAge of Exton June 1994 - March 1995
Skills
Incident Management, Computer Forensics, Compliance Management, Intrusion Detection, Data Privacy, Vendor Management, CISSP, Information Security, Security, Network Security, Vulnerability Assessment, Risk Assessment, Penetration Testing, Computer Security, Disaster Recovery
Education
Ursinus College 2002 — 2007
Bachelor of Business Administration, Management & Design of Information systems
Delaware County Community College 1985 — 1989
AS, Business Management
SEI September 2006 - Present
SEI April 2002 - September 2006
SEI March 1998 - April 2002
Unisource Worldwide, Inc. March 1995 - March 1998
MicroAge of Exton June 1994 - March 1995
Skills
Incident Management, Computer Forensics, Compliance Management, Intrusion Detection, Data Privacy, Vendor Management, CISSP, Information Security, Security, Network Security, Vulnerability Assessment, Risk Assessment, Penetration Testing, Computer Security, Disaster Recovery
Education
Ursinus College 2002 — 2007
Bachelor of Business Administration, Management & Design of Information systems
Delaware County Community College 1985 — 1989
AS, Business Management
Andrew Donahue's SEI Experience 2001 - October 2014
Job Senior Client Advisor at Boston Private Wealth
Industry Financial Services
Experience
Boston Private Wealth December 2014 - Present
Sei 2001 - October 2014
Smith Barney October 1997 - July 2001
Merrill Lynch February 1990 - October 1997
Education
Dartmouth College 1985 — 1989
Bachelor of Arts (B.A.), History
Belmont Hill 1983 — 1985
High School
Boston Private Wealth December 2014 - Present
Sei 2001 - October 2014
Smith Barney October 1997 - July 2001
Merrill Lynch February 1990 - October 1997
Education
Dartmouth College 1985 — 1989
Bachelor of Arts (B.A.), History
Belmont Hill 1983 — 1985
High School
SooHee Lee Lim, CFA's SEI Experience April 2012 - April 2014
Job Consultant
Industry Financial Services
Experience
SEI April 2012 - April 2014
Nationwide May 2007 - March 2012
GARTMORE GLOBAL INVESTMENTS 2004 - 2007
Delaware Investments 1996 - 2004
Education
Colby College 1986 — 1990
SEI April 2012 - April 2014
Nationwide May 2007 - March 2012
GARTMORE GLOBAL INVESTMENTS 2004 - 2007
Delaware Investments 1996 - 2004
Education
Colby College 1986 — 1990
Annmarie Wilson Tosh's SEI Experience 1991 - 2011
Job Business Analyst at SEI
Industry Financial Services
Experience
SEI Investments 2010 - Present
SEI 1991 - 2011
SEI January 1998 - March 2005
Education
Rosemont College 2003 — 2005
BA Organizational Development
Villanova University 1995 — 1997
Delaware County Community College
Associate in Science
SEI Investments 2010 - Present
SEI 1991 - 2011
SEI January 1998 - March 2005
Education
Rosemont College 2003 — 2005
BA Organizational Development
Villanova University 1995 — 1997
Delaware County Community College
Associate in Science
Sheldon Gregory's SEI Experience 2005 - 2006
Job Commissioner at Port of Ocas
Industry Information Technology and Services
Experience
Port of Ocas January 2012 - Present
SEI 2005 - 2006
Echostar September 2004 - April 2005
Gateway 2001 - 2004
CH2M HILL March 1992 - February 2000
Bechtel April 1981 - March 1992
Bank of America October 1972 - March 1981
Skills
Disaster Recovery, Databases, Vendor Management, IT Management, Oracle, Cloud Computing, Integration, SDLC, ITIL, Virtualization, Business Intelligence, Active Directory, Program Management, SharePoint, Process Improvement, IT Service Management, IT Operations, Infrastructure
Education
California State University-Fullerton 1970 — 1972
BS, Quantitative Methods
Port of Ocas January 2012 - Present
SEI 2005 - 2006
Echostar September 2004 - April 2005
Gateway 2001 - 2004
CH2M HILL March 1992 - February 2000
Bechtel April 1981 - March 1992
Bank of America October 1972 - March 1981
Skills
Disaster Recovery, Databases, Vendor Management, IT Management, Oracle, Cloud Computing, Integration, SDLC, ITIL, Virtualization, Business Intelligence, Active Directory, Program Management, SharePoint, Process Improvement, IT Service Management, IT Operations, Infrastructure
Education
California State University-Fullerton 1970 — 1972
BS, Quantitative Methods
Raymond Isser's SEI Experience March 2010 - 2015
Job Territory Development Manager at Tailbase
Industry Furniture
Experience
Tailbase November 2014 - Present
Ultra Comfort September 2014 - Present
Primo International August 2014 - Present
SEI March 2010 - 2015
Sunset Trading July 2009 - 2015
Barcalounger December 2010 - October 2014
Leather Italia USA October 2008 - July 2010
Samuel Lawrence Furniture March 2006 - October 2008
Chromcraft June 1999 - July 2006
Wynwood Furniture April 2004 - March 2006
Skills
Product Development, Sales Management, New Business Development, Sales, Sales Operations, Marketing Strategy, Account Management, Strategic Planning, Negotiation, Retail, B2B, Marketing, E-commerce, Cold Calling, Pricing, Selling, Merchandising, Sales Process, Direct Sales, Competitive Analysis, Sales Presentations, Team Building, P&L Management, Market Planning, Forecasting, Business Development, Key Account Management, Product Marketing, Furniture
Education
Columbia University in the City of New York 1969 — 1974
Bachelor of Arts (B.A.), Political Science and Literature
The Hebrew University 1972 — 1973
Political Science and Government
Tailbase November 2014 - Present
Ultra Comfort September 2014 - Present
Primo International August 2014 - Present
SEI March 2010 - 2015
Sunset Trading July 2009 - 2015
Barcalounger December 2010 - October 2014
Leather Italia USA October 2008 - July 2010
Samuel Lawrence Furniture March 2006 - October 2008
Chromcraft June 1999 - July 2006
Wynwood Furniture April 2004 - March 2006
Skills
Product Development, Sales Management, New Business Development, Sales, Sales Operations, Marketing Strategy, Account Management, Strategic Planning, Negotiation, Retail, B2B, Marketing, E-commerce, Cold Calling, Pricing, Selling, Merchandising, Sales Process, Direct Sales, Competitive Analysis, Sales Presentations, Team Building, P&L Management, Market Planning, Forecasting, Business Development, Key Account Management, Product Marketing, Furniture
Education
Columbia University in the City of New York 1969 — 1974
Bachelor of Arts (B.A.), Political Science and Literature
The Hebrew University 1972 — 1973
Political Science and Government
Tunc Sozerman's SEI Experience October 2003 - December 2014
Job Principal Consultant at McKnight Consulting Group
Industry Information Technology and Services
Experience
McKnight Consulting Group March 2015 - Present
SEI October 2003 - December 2014
International Monetary Fund January 2003 - October 2003
SEI March 1998 - May 2002
Oxford Health Plans September 1997 - May 1998
USF&G October 1996 - September 1997
SEI March 1995 - October 1996
Medical Marketing Group July 1995 - December 1995
Vanguard May 1992 - July 1995
Database Solutions January 1991 - May 1992
Skills
Business Intelligence, Business Analytics, Data Warehousing, Strategic Planning, Analytic Problem Solving, Data Analysis, Data Migration, Business Process..., Process Optimization, Leadership, Relationship Building, Interpersonal Skills, Operational Execution, Collaborative Problem..., Strategic Vision
Education
Stanford University
Graduate Certificate, Management Science and Engineering, 2015 (Expected)
Stanford University
Professional Certificate, Advanced Project Management Certificate, 2013
Syracuse University 1985 — 1989
Graduate Studies, Computer Engineering
Cornell University 1980 — 1983
Bachelor Of Science, Electrical Engineering
McKnight Consulting Group March 2015 - Present
SEI October 2003 - December 2014
International Monetary Fund January 2003 - October 2003
SEI March 1998 - May 2002
Oxford Health Plans September 1997 - May 1998
USF&G October 1996 - September 1997
SEI March 1995 - October 1996
Medical Marketing Group July 1995 - December 1995
Vanguard May 1992 - July 1995
Database Solutions January 1991 - May 1992
Skills
Business Intelligence, Business Analytics, Data Warehousing, Strategic Planning, Analytic Problem Solving, Data Analysis, Data Migration, Business Process..., Process Optimization, Leadership, Relationship Building, Interpersonal Skills, Operational Execution, Collaborative Problem..., Strategic Vision
Education
Stanford University
Graduate Certificate, Management Science and Engineering, 2015 (Expected)
Stanford University
Professional Certificate, Advanced Project Management Certificate, 2013
Syracuse University 1985 — 1989
Graduate Studies, Computer Engineering
Cornell University 1980 — 1983
Bachelor Of Science, Electrical Engineering
Steven Albanese's SEI Experience September 2007 - June 2008
Job Global Project Management, Vendor Management, Systems Implementation & Management
Industry Financial Services
Experience
State Street June 2008 - Present
SEI September 2007 - June 2008
Verint August 2005 - August 2007
USA Mobility March 1998 - August 2005
Skills
Business Analysis, Change Management, Vendor Management, Process Improvement, Project Management, Program Management, Integration, Project Portfolio..., SDLC, CRM, Management, Software Project..., Cross-functional Team..., Consulting, Strategy
Education
Chaminade University of Honolulu 1987 — 1989
MBA
Northeastern University 1981 — 1985
BS, Finance and Accounting
State Street June 2008 - Present
SEI September 2007 - June 2008
Verint August 2005 - August 2007
USA Mobility March 1998 - August 2005
Skills
Business Analysis, Change Management, Vendor Management, Process Improvement, Project Management, Program Management, Integration, Project Portfolio..., SDLC, CRM, Management, Software Project..., Cross-functional Team..., Consulting, Strategy
Education
Chaminade University of Honolulu 1987 — 1989
MBA
Northeastern University 1981 — 1985
BS, Finance and Accounting
Joseph Bosso's SEI Experience June 2015 - August 2015
Job MBA Candidate Georgia Institute of Technology
Industry Financial Services
Experience
SEI June 2015 - August 2015
C&F Finance December 2012 - May 2014
C&F Bank July 2011 - December 2012
Sea Island Builders April 2010 - June 2011
Deer Valley Resort November 2009 - April 2010
Buist Moore Smythe McGee P.A. August 2008 - June 2009
Skills
Leadership, Management, Sales, Marketing, Financial Analysis, Finance, Strategic Planning, Financial Modeling, Project Management, Microsoft Office, Analysis, Agile Methodologies, Scrum, Relationship Management
Education
Georgia Institute of Technology 2014 — 2016
Master of Business Administration (MBA), Finance, Class of 2016
Clemson University 2005 — 2008
B.S, Financial Management
Porter-Gaud School
SEI June 2015 - August 2015
C&F Finance December 2012 - May 2014
C&F Bank July 2011 - December 2012
Sea Island Builders April 2010 - June 2011
Deer Valley Resort November 2009 - April 2010
Buist Moore Smythe McGee P.A. August 2008 - June 2009
Skills
Leadership, Management, Sales, Marketing, Financial Analysis, Finance, Strategic Planning, Financial Modeling, Project Management, Microsoft Office, Analysis, Agile Methodologies, Scrum, Relationship Management
Education
Georgia Institute of Technology 2014 — 2016
Master of Business Administration (MBA), Finance, Class of 2016
Clemson University 2005 — 2008
B.S, Financial Management
Porter-Gaud School
Brenda Vanderhoek's SEI Experience 2008 - 2008
Job Analyst, Governance, Business Services at TD Asset Management
Industry Financial Services
Experience
TD Asset Management April 2015 - Present
TD Asset Management January 2014 - March 2015
TD Wealth Management August 2009 - December 2013
Perimeter Financial May 2007 - June 2008
SEI 2008 - 2008
Citco October 2006 - May 2007
CIBC Private Investment Counsel April 2004 - October 2006
Skills
Financial Analysis
Education
Carleton University
Bachelor of Science, Geology
TD Asset Management April 2015 - Present
TD Asset Management January 2014 - March 2015
TD Wealth Management August 2009 - December 2013
Perimeter Financial May 2007 - June 2008
SEI 2008 - 2008
Citco October 2006 - May 2007
CIBC Private Investment Counsel April 2004 - October 2006
Skills
Financial Analysis
Education
Carleton University
Bachelor of Science, Geology
Michael Flook's SEI Experience 1998 - 2000
Job Treasurer, Hartford Funds
Industry Investment Management
Experience
Hartford Funds November 2014 - Present
UBS Global Asset Management 2006 - October 2014
The Reserve Funds 2005 - 2006
PFPC 2000 - 2004
SEI 1998 - 2000
Merrill Lynch 1989 - 1998
Skills
Derivatives, Fund Accounting, Valuation, Fund Administration, Board Reporting, Internal Controls, Investment Management, Finance, Fund Of Funds, Mutual Funds, Fixed Income, Bloomberg, Equities, Alternative Investments, Securities
Education
Colorado State University
Hartford Funds November 2014 - Present
UBS Global Asset Management 2006 - October 2014
The Reserve Funds 2005 - 2006
PFPC 2000 - 2004
SEI 1998 - 2000
Merrill Lynch 1989 - 1998
Skills
Derivatives, Fund Accounting, Valuation, Fund Administration, Board Reporting, Internal Controls, Investment Management, Finance, Fund Of Funds, Mutual Funds, Fixed Income, Bloomberg, Equities, Alternative Investments, Securities
Education
Colorado State University
Danilin Franklin's SEI Experience July 2012 - Present
Job Application Manager at SEI Investments
Industry Computer Software
Experience
SEI July 2012 - Present
Education
Cochin University of Science and Technology 1999 — 2003
Bachelor of Technology, Computer Science & Engineering
SEI July 2012 - Present
Education
Cochin University of Science and Technology 1999 — 2003
Bachelor of Technology, Computer Science & Engineering
Brad Lore's SEI Experience October 1986 - March 1988
Job Informationist at Knowledgent
Industry Financial Services
Experience
Knowledgent March 2013 - Present
Indepenent March 2012 - February 2013
Ness Technologies November 2008 - March 2012
Sourced Solutions Group July 2004 - January 2008
J. B. Lore & Associates, Inc. January 2001 - June 2004
Cambridge Technology Partners April 1998 - December 2000
J. B. Lore & Associates, Inc. April 1988 - April 1998
SEI October 1986 - March 1988
Bank One February 1982 - September 1986
Skills
Portfolio Management, Asset Management, Banking, Business Architecture, System Solutions, Financial Services, Project Management, Asset Managment, Capital Markets, Derivatives, Fixed Income, Equities, Risk Management, Trading, Vendor Management, Securities, Financial Markets, Investment Banking, Trading Systems, Business Analysis, Management, Market Data, SDLC, Investments, Management Consulting, Business Process, Strategy, Requirements Analysis, Program Management, Software Development, Business Strategy, Finance, Business Process..., Enterprise Architecture, Software Project..., IT Strategy, Outsourcing, Electronic Trading, Requirements Gathering, Project Portfolio..., PMO
Education
Columbus State Community College 1976 — 1978
Associates, Applied Business - Accounting
Knowledgent March 2013 - Present
Indepenent March 2012 - February 2013
Ness Technologies November 2008 - March 2012
Sourced Solutions Group July 2004 - January 2008
J. B. Lore & Associates, Inc. January 2001 - June 2004
Cambridge Technology Partners April 1998 - December 2000
J. B. Lore & Associates, Inc. April 1988 - April 1998
SEI October 1986 - March 1988
Bank One February 1982 - September 1986
Skills
Portfolio Management, Asset Management, Banking, Business Architecture, System Solutions, Financial Services, Project Management, Asset Managment, Capital Markets, Derivatives, Fixed Income, Equities, Risk Management, Trading, Vendor Management, Securities, Financial Markets, Investment Banking, Trading Systems, Business Analysis, Management, Market Data, SDLC, Investments, Management Consulting, Business Process, Strategy, Requirements Analysis, Program Management, Software Development, Business Strategy, Finance, Business Process..., Enterprise Architecture, Software Project..., IT Strategy, Outsourcing, Electronic Trading, Requirements Gathering, Project Portfolio..., PMO
Education
Columbus State Community College 1976 — 1978
Associates, Applied Business - Accounting
Andrei Tatchin's SEI Experience March 2008 - July 2015
Job .Net Developer at ThyssenKrupp
Industry Computer Software
Experience
ThyssenKrupp July 2015 - Present
Ciber June 1998 - Present
SEI March 2008 - July 2015
Hamilton Lane July 2007 - March 2008
City of Philadelphia March 2007 - June 2007
Centocor February 2007 - February 2007
Guy Carpenter March 1999 - January 2007
Skills
ETL, Oracle, JavaScript, Microsoft SQL Server, SDLC, ASP.NET, Java, SQL, Software Development, Databases, Business Analysis, PL/SQL, Business Intelligence, Requirements Analysis, Agile Methodologies, Software Project...
Education
Community College of Philadelphia 1994 — 1996
Associate’s Degree, Applied Science in Business Programming
ThyssenKrupp July 2015 - Present
Ciber June 1998 - Present
SEI March 2008 - July 2015
Hamilton Lane July 2007 - March 2008
City of Philadelphia March 2007 - June 2007
Centocor February 2007 - February 2007
Guy Carpenter March 1999 - January 2007
Skills
ETL, Oracle, JavaScript, Microsoft SQL Server, SDLC, ASP.NET, Java, SQL, Software Development, Databases, Business Analysis, PL/SQL, Business Intelligence, Requirements Analysis, Agile Methodologies, Software Project...
Education
Community College of Philadelphia 1994 — 1996
Associate’s Degree, Applied Science in Business Programming
Changhong Yu's SEI Experience October 2003 - October 2005
Job Information Systems Coordinator at Department of Health Services, Los Angeles County
Industry Hospital & Health Care
Experience
Department of Health Services of Los Angeles County February 2005 - Present
SEI October 2003 - October 2005
QuadraMed 1992 - 1998
Education
California State University-Los Angeles 2007 — 2010
Master of Art, Medical Sociology
University of Utah 1989 — 1992
Master of Science, Medical Informatics
Department of Health Services of Los Angeles County February 2005 - Present
SEI October 2003 - October 2005
QuadraMed 1992 - 1998
Education
California State University-Los Angeles 2007 — 2010
Master of Art, Medical Sociology
University of Utah 1989 — 1992
Master of Science, Medical Informatics
Ron Rotondaro's SEI Experience 2001 - Present
Job Software Engineer III at BNY Mellon Financial Services
Industry Financial Services
Experience
BNY Mellon June 2002 - Present
PFPC, INc 2001 - Present
SEI 2001 - Present
pfpc inc 2002 - 2007
AFTECH, INC 1997 - 2001
Skills
Business Analysis, DB2, Integration, Requirements Analysis, Requirements Gathering, SDLC, SQL, Software Development, Software Documentation, VBA, Databases, Financial Services
Education
Delaware County Community College 1984 — 1987
assoc, Computer Science
BNY Mellon June 2002 - Present
PFPC, INc 2001 - Present
SEI 2001 - Present
pfpc inc 2002 - 2007
AFTECH, INC 1997 - 2001
Skills
Business Analysis, DB2, Integration, Requirements Analysis, Requirements Gathering, SDLC, SQL, Software Development, Software Documentation, VBA, Databases, Financial Services
Education
Delaware County Community College 1984 — 1987
assoc, Computer Science
Scott Schell's SEI Experience July 2009 - February 2012
Job Senior Manager at Cisco Systems
Industry Information Technology and Services
Experience
Cisco Systems February 2012 - Present
SE&I July 2009 - February 2012
Avaya August 1998 - November 2008
Champps January 1998 - August 1998
Ram International July 1994 - July 1997
Skills
Channel, CRM, Professional Services, Managed Services, Channel Partners, Business Development, Go-to-market Strategy, Annuity Sales, Marketing Communications, Strategic Planning, Building Relationships, Solution Focused, Solution Selling, Collaborative Leadership, Leadership, IP, Telecommunications, Strategy, Sales, Partner Management
Education
Colorado State University
Cisco Systems February 2012 - Present
SE&I July 2009 - February 2012
Avaya August 1998 - November 2008
Champps January 1998 - August 1998
Ram International July 1994 - July 1997
Skills
Channel, CRM, Professional Services, Managed Services, Channel Partners, Business Development, Go-to-market Strategy, Annuity Sales, Marketing Communications, Strategic Planning, Building Relationships, Solution Focused, Solution Selling, Collaborative Leadership, Leadership, IP, Telecommunications, Strategy, Sales, Partner Management
Education
Colorado State University
Russell Ewing's SEI Experience 2009 - July 2013
Job Goldman Sachs Asset Management
Industry Investment Management
Experience
Goldman Sachs August 2013 - Present
SEI 2009 - July 2013
Columbia Management February 2006 - March 2009
Barbour Capital 2003 - 2006
Paradigm Asset Management 1997 - 2003
State Street Global Advisors 1995 - 1997
Riggs Bank 1993 - 1994
Barnett Bank of South Florida 1990 - 1993
Skills
Equities, Alternative Investments, Asset Allocation, Portfolio Management, Investment Management, Institutional...
Education
Carnegie Mellon University - Tepper School of Business 1994 — 1996
MSIA, Finance
Morehouse College 1986 — 1990
B.A., Finance
Goldman Sachs August 2013 - Present
SEI 2009 - July 2013
Columbia Management February 2006 - March 2009
Barbour Capital 2003 - 2006
Paradigm Asset Management 1997 - 2003
State Street Global Advisors 1995 - 1997
Riggs Bank 1993 - 1994
Barnett Bank of South Florida 1990 - 1993
Skills
Equities, Alternative Investments, Asset Allocation, Portfolio Management, Investment Management, Institutional...
Education
Carnegie Mellon University - Tepper School of Business 1994 — 1996
MSIA, Finance
Morehouse College 1986 — 1990
B.A., Finance
Matt Battipaglia's SEI Experience December 2006 - August 2007
Job Analyst at Washington Crossing Advisors
Industry Financial Services
Experience
Washington Crossing Advisors August 2011 - Present
Janney Montgomery Scott 2007 - 2011
SEI December 2006 - August 2007
Education
Dartmouth College 2001 — 2005
BA, Economics
Drexel University 2009 — 2011
MBA, Finance
Washington Crossing Advisors August 2011 - Present
Janney Montgomery Scott 2007 - 2011
SEI December 2006 - August 2007
Education
Dartmouth College 2001 — 2005
BA, Economics
Drexel University 2009 — 2011
MBA, Finance
Bill Bandoch's SEI Experience January 2003 - Present
Job Senior Manager at SEI
Industry Financial Services
Experience
SEI January 2003 - Present
Investors Bank & Trust September 1998 - November 2002
The Vanguard Group June 1997 - August 1998
Skills
Equities, Hedge Funds, Mutual Funds, Alternative Investments, Fixed Income, Asset Management, Financial Services, Bloomberg, Asset Allocation, Securities, Series 63, Wealth Management, Series 7
Education
Saint Joseph's University - Erivan K. Haub School of Business 2004 — 2006
MBA, Executive MBA
College of the Holy Cross 1993 — 1997
BA, Economics
Saint Joseph's Prep 1989 — 1993
SEI January 2003 - Present
Investors Bank & Trust September 1998 - November 2002
The Vanguard Group June 1997 - August 1998
Skills
Equities, Hedge Funds, Mutual Funds, Alternative Investments, Fixed Income, Asset Management, Financial Services, Bloomberg, Asset Allocation, Securities, Series 63, Wealth Management, Series 7
Education
Saint Joseph's University - Erivan K. Haub School of Business 2004 — 2006
MBA, Executive MBA
College of the Holy Cross 1993 — 1997
BA, Economics
Saint Joseph's Prep 1989 — 1993
Paul Nye's SEI Experience January 2008 - September 2010
Job Regional Sales Manager
Industry Electrical/Electronic Manufacturing
Experience
Eastern Component Sales 2010 - 2011
SEI January 2008 - September 2010
Richardson Electronics January 2003 - December 2005
Southeastern Component Sales, Inc January 1993 - December 2002
TRAK Microwave July 1989 - October 1993
Siemens Microwave Semiconductor, Inc May 1987 - June 1989
Anaren March 1984 - February 1987
M/A-Com Omni Spectra June 1982 - February 1984
Bendix, Electrical Components Division July 1979 - May 1982
Education
Clarkson University 1975 — 1979
Industrial Distribution, Technical Marketing
Eastern Component Sales 2010 - 2011
SEI January 2008 - September 2010
Richardson Electronics January 2003 - December 2005
Southeastern Component Sales, Inc January 1993 - December 2002
TRAK Microwave July 1989 - October 1993
Siemens Microwave Semiconductor, Inc May 1987 - June 1989
Anaren March 1984 - February 1987
M/A-Com Omni Spectra June 1982 - February 1984
Bendix, Electrical Components Division July 1979 - May 1982
Education
Clarkson University 1975 — 1979
Industrial Distribution, Technical Marketing
Raju Bhaskar's SEI Experience April 2013 - Present
Job Production Coordinator at SEI
Industry Computer Software
Experience
SEI April 2013 - Present
Wilmington Trust December 2011 - July 2012
NIIT Technologies Limited October 1998 - November 2011
SEI March 2008 - April 2009
SEI May 2007 - February 2008
SEI December 2004 - April 2007
SEI October 2002 - November 2004
SEI October 1998 - October 2002
DMRC May 1995 - October 1998
Skills
SDLC, Software Project..., Business Analysis, SQL, Requirements Analysis, Microsoft SQL Server, Web Services, Offshoring, C#, Software Development, Solution Architecture, Cross-functional Team..., Business Process, Quality Assurance
Education
University of Pune 1992 — 1995
Masters, Computer Applications
Delhi University 1989 — 1992
Bachelors, Sciences
SEI April 2013 - Present
Wilmington Trust December 2011 - July 2012
NIIT Technologies Limited October 1998 - November 2011
SEI March 2008 - April 2009
SEI May 2007 - February 2008
SEI December 2004 - April 2007
SEI October 2002 - November 2004
SEI October 1998 - October 2002
DMRC May 1995 - October 1998
Skills
SDLC, Software Project..., Business Analysis, SQL, Requirements Analysis, Microsoft SQL Server, Web Services, Offshoring, C#, Software Development, Solution Architecture, Cross-functional Team..., Business Process, Quality Assurance
Education
University of Pune 1992 — 1995
Masters, Computer Applications
Delhi University 1989 — 1992
Bachelors, Sciences
Josh Hendrickson's SEI Experience August 2012 - May 2014
Job Systems Administrator Windows
Industry Computer & Network Security
Experience
SEI August 2012 - May 2014
United States Air Force August 2007 - November 2009
United States Air Force July 2007 - November 2009
United States Air Force August 2005 - July 2007
United States Air Force June 2002 - August 2005
Skills
Air Force, Information Assurance, DoD, Military, Security Clearance, Windows Server, Windows 7, Microsoft Exchange, Linux Desktop, Active Directory..., Secret, Computer Hardware, Computer Network..., Computer Security, Backup Exec, Symantec Backup, Tape Management, Powershell, COMSEC, Encryption Software, Email Clients, Lync Server 2010, Remedy Ticketing System, Group Policy, Firewalls, IT Operations, National Security, Security, Network Security
Education
Community College of the Air Force 2006 — 2009
Associate's Degree, Information Technology, A
SEI August 2012 - May 2014
United States Air Force August 2007 - November 2009
United States Air Force July 2007 - November 2009
United States Air Force August 2005 - July 2007
United States Air Force June 2002 - August 2005
Skills
Air Force, Information Assurance, DoD, Military, Security Clearance, Windows Server, Windows 7, Microsoft Exchange, Linux Desktop, Active Directory..., Secret, Computer Hardware, Computer Network..., Computer Security, Backup Exec, Symantec Backup, Tape Management, Powershell, COMSEC, Encryption Software, Email Clients, Lync Server 2010, Remedy Ticketing System, Group Policy, Firewalls, IT Operations, National Security, Security, Network Security
Education
Community College of the Air Force 2006 — 2009
Associate's Degree, Information Technology, A
Andrew Berkovitz's SEI Experience October 2009 - December 2012
Job Senior Account Executive at Taycor Financial and Owner at Elite Transport Logistics
Industry Financial Services
Experience
Taycor Financial March 2014 - Present
GlobalTranz January 2013 - Present
Randstad January 2013 - January 2014
SEI October 2009 - December 2012
Skills
Logistics, Sales, Business Development, Customer Service, Human Resources, Sourcing, Recruiting, Strategic Planning, CRM, Sales Process, Temporary Placement, Marketing, Transportation..., Social Media, Applicant Tracking..., Transportation, Real Estate, Management, Social Networking, B2B, Temporary Staffing, Import Export, Social Media Marketing, Team Leadership, 3PL, Supply Chain Management, Permanent Placement, Internet Recruiting, Import Logistics, Human Resource..., Account Management, Technical Recruiting, Talent Acquisition, Supply Chain, Asset Based Lending, Financial Risk, Corporate Finance, Capital Equipment, Finance, Commercial Lending, Loan Origination, Small Business Lending, Business Loans, Project Finance
Education
California State University-Long Beach - College of Business Administration 2006 — 2009
Bachelor of Science (B.S.), Finance
Taycor Financial March 2014 - Present
GlobalTranz January 2013 - Present
Randstad January 2013 - January 2014
SEI October 2009 - December 2012
Skills
Logistics, Sales, Business Development, Customer Service, Human Resources, Sourcing, Recruiting, Strategic Planning, CRM, Sales Process, Temporary Placement, Marketing, Transportation..., Social Media, Applicant Tracking..., Transportation, Real Estate, Management, Social Networking, B2B, Temporary Staffing, Import Export, Social Media Marketing, Team Leadership, 3PL, Supply Chain Management, Permanent Placement, Internet Recruiting, Import Logistics, Human Resource..., Account Management, Technical Recruiting, Talent Acquisition, Supply Chain, Asset Based Lending, Financial Risk, Corporate Finance, Capital Equipment, Finance, Commercial Lending, Loan Origination, Small Business Lending, Business Loans, Project Finance
Education
California State University-Long Beach - College of Business Administration 2006 — 2009
Bachelor of Science (B.S.), Finance
John Rosenberger's SEI Experience 1992 - Present
Job Director, Client Service at SEI Investments
Industry Financial Services
Experience
SEI 1992 - Present
Education
Carnegie Mellon University 1989 — 1992
SEI 1992 - Present
Education
Carnegie Mellon University 1989 — 1992
Jennifer Miller Pouchot's SEI Experience November 2000 - Present
Job VP, Digital & Creative Services
Industry Financial Services
Experience
SEI November 2000 - Present
B2L, BBDO 2000 - 2000
Ubisoft Entertainment 1995 - 1999
Skills
Integrated Marketing, Brand Management, Digital Marketing, Strategic Planning, Advertising, Creative Direction, Marketing, Social Media, Multi-channel Marketing, Branding & Identity, Email Marketing, Public Relations, Marketing Communications, Corporate Branding, Direct Marketing, Marketing Strategy, Copywriting, Online Advertising, Brand Development, Digital Strategy, Social Media Marketing, B2B Marketing, User Experience, Strategy, Management, Corporate Communications, Product Marketing, Marketing Management, Digital Media, Interactive Marketing, Online Marketing
Education
Columbia University in the City of New York 1988 — 1992
BA, Comparative Literature, magna cum laude
Parsons School of Design, Paris
Design classes
Sciences Po
CEP, Political Science
SEI November 2000 - Present
B2L, BBDO 2000 - 2000
Ubisoft Entertainment 1995 - 1999
Skills
Integrated Marketing, Brand Management, Digital Marketing, Strategic Planning, Advertising, Creative Direction, Marketing, Social Media, Multi-channel Marketing, Branding & Identity, Email Marketing, Public Relations, Marketing Communications, Corporate Branding, Direct Marketing, Marketing Strategy, Copywriting, Online Advertising, Brand Development, Digital Strategy, Social Media Marketing, B2B Marketing, User Experience, Strategy, Management, Corporate Communications, Product Marketing, Marketing Management, Digital Media, Interactive Marketing, Online Marketing
Education
Columbia University in the City of New York 1988 — 1992
BA, Comparative Literature, magna cum laude
Parsons School of Design, Paris
Design classes
Sciences Po
CEP, Political Science
Gail Latimer's SEI Experience January 1987 - April 1992
Job Owner at Summer Place II
Industry Wholesale
Experience
Summer Place II October 2003 - Present
Travis Wolff January 1993 - January 1998
SEI January 1987 - April 1992
Skills
Product Development, Marketing Strategy, Fashion, E-commerce, Consumer Products, Social Media Marketing, Customer Service, Account Management, Retirement Benefits, Event Management, Event Planning, Direct Sales, Sales Presentations, Wholesale, Retail, Visual Merchandising
Education
Southern Methodist University 1989 — 1992
MLA
Central Michigan University 1976 — 1980
BS, Business, Management, Marketing, and Related Support Services
Summer Place II October 2003 - Present
Travis Wolff January 1993 - January 1998
SEI January 1987 - April 1992
Skills
Product Development, Marketing Strategy, Fashion, E-commerce, Consumer Products, Social Media Marketing, Customer Service, Account Management, Retirement Benefits, Event Management, Event Planning, Direct Sales, Sales Presentations, Wholesale, Retail, Visual Merchandising
Education
Southern Methodist University 1989 — 1992
MLA
Central Michigan University 1976 — 1980
BS, Business, Management, Marketing, and Related Support Services
Mahadevan Subramoniam's SEI Experience April 2013 - Present
Job Scrum Master at SEI
Industry Information Technology and Services
Experience
SEI April 2013 - Present
SEI April 2013 - August 2014
GlaxoSmithKline March 2012 - April 2013
IMS Health November 2011 - March 2012
TCS June 2006 - November 2011
SEI June 2006 - November 2011
Tata Consultancy Services June 2006 - June 2007
Tata Consultancy Services August 2004 - June 2006
Skills
Java Enterprise Edition, Oracle, Java, PL/SQL, SDLC, SOA, Struts, Hibernate, Requirements Analysis, Agile Methodologies, Scaled Agile Framework..., Agile, Unix Shell Scripting, JavaScript, Oracle Enterprise..., J2EE Application..., Oracle PL/SQL..., Tomcat, Shell Scripting, Business Analysis, Requirements Gathering, Software Project..., Batch Processing, jQuery, Oracle Advanced Queuing, Team Leadership
Education
College of Engineering, Trivandrum
B.Tech, Electrical and Electronics
SEI April 2013 - Present
SEI April 2013 - August 2014
GlaxoSmithKline March 2012 - April 2013
IMS Health November 2011 - March 2012
TCS June 2006 - November 2011
SEI June 2006 - November 2011
Tata Consultancy Services June 2006 - June 2007
Tata Consultancy Services August 2004 - June 2006
Skills
Java Enterprise Edition, Oracle, Java, PL/SQL, SDLC, SOA, Struts, Hibernate, Requirements Analysis, Agile Methodologies, Scaled Agile Framework..., Agile, Unix Shell Scripting, JavaScript, Oracle Enterprise..., J2EE Application..., Oracle PL/SQL..., Tomcat, Shell Scripting, Business Analysis, Requirements Gathering, Software Project..., Batch Processing, jQuery, Oracle Advanced Queuing, Team Leadership
Education
College of Engineering, Trivandrum
B.Tech, Electrical and Electronics
Chas Kennedy's SEI Experience 1990 - 1993
Job Mainframe Legacy Specialist ~ Financial Institutions | Government Agencies | Unversities | Contract Work
Industry Information Technology and Services
Experience
State Street 1996 - 2012
JPMorgan Chase 1995 - 1996
SEI 1990 - 1993
MIT 1980 - 1985
Barre Montpelier Times Argus 1973 - 1977
Education
Case Western Reserve University 1969 — 1973
BA - English Literature
Night Classes at Various schools
State Street 1996 - 2012
JPMorgan Chase 1995 - 1996
SEI 1990 - 1993
MIT 1980 - 1985
Barre Montpelier Times Argus 1973 - 1977
Education
Case Western Reserve University 1969 — 1973
BA - English Literature
Night Classes at Various schools
Amit kumar Samaniya's SEI Experience October 2010 - Present
Job Technical Architect / Business Lead at NIIT Technologies Limited
Industry Information Technology and Services
Experience
NIIT Technologies Limited April 2014 - Present
SEI October 2010 - Present
NIIT Technologies Limited April 2011 - March 2014
NIIT Technologies Limited, SEI Investments April 2007 - March 2011
InfoPro India Pvt. Ltd. August 2005 - April 2007
VBR ChipSoft Consultancy Services Pvt. Ltd May 2002 - July 2005
Skills
Microsoft SQL Server, Web Services, .NET, SDLC, Requirements Analysis, Requirements Gathering, Visual Basic, ASP.NET, C#, ASP, Software Project..., VB.NET, Oracle, Solution Architecture, Software Development, XML, CSS, WCF, PL/SQL, Crystal Reports, Web Applications, Active Directory, Team Management, Scripting, Microsoft Active..., Resource Management, Database Design, Powershell, SSRS, GIT/Stash, IIS, RESTful WebServices, ASP.NET Web API, E-Learning, Financial Services
Education
IGNOU, Delhi
MCA, IT
IGNOU, Delhi
BCA, IT
University of Delhi
Bachelor of Commerce (B.Com.)
NIIT Technologies Limited April 2014 - Present
SEI October 2010 - Present
NIIT Technologies Limited April 2011 - March 2014
NIIT Technologies Limited, SEI Investments April 2007 - March 2011
InfoPro India Pvt. Ltd. August 2005 - April 2007
VBR ChipSoft Consultancy Services Pvt. Ltd May 2002 - July 2005
Skills
Microsoft SQL Server, Web Services, .NET, SDLC, Requirements Analysis, Requirements Gathering, Visual Basic, ASP.NET, C#, ASP, Software Project..., VB.NET, Oracle, Solution Architecture, Software Development, XML, CSS, WCF, PL/SQL, Crystal Reports, Web Applications, Active Directory, Team Management, Scripting, Microsoft Active..., Resource Management, Database Design, Powershell, SSRS, GIT/Stash, IIS, RESTful WebServices, ASP.NET Web API, E-Learning, Financial Services
Education
IGNOU, Delhi
MCA, IT
IGNOU, Delhi
BCA, IT
University of Delhi
Bachelor of Commerce (B.Com.)
Kevin Barr's SEI Experience
Job Executive Vice President at SEI
Industry Financial Services
Experience
SEI
Education
Purdue University - Krannert School of Management 1991 — 1993
MS
Cornell University 1984 — 1988
BS
SEI
Education
Purdue University - Krannert School of Management 1991 — 1993
MS
Cornell University 1984 — 1988
BS
Lori Heinel's SEI Experience 1997 - 2005
Job Chief Portfolio Strategist at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors October 2014 - Present
OppenheimerFunds July 2010 - October 2014
Citi Private Bank 2005 - 2010
SEI 1997 - 2005
Skills
Alternative Investments, Mutual Funds, Asset Allocation, Wealth Management, Investment Strategies, Hedge Funds, Investment Management, Portfolio Management, Investment Advisory, Investments, Series 63, Asset Management, Equities, Securities, Fixed Income
Education
Carnegie Mellon University - Tepper School of Business 1989 — 1992
MBA, Finance
Princeton University 1980 — 1984
AB, Religion
State Street Global Advisors October 2014 - Present
OppenheimerFunds July 2010 - October 2014
Citi Private Bank 2005 - 2010
SEI 1997 - 2005
Skills
Alternative Investments, Mutual Funds, Asset Allocation, Wealth Management, Investment Strategies, Hedge Funds, Investment Management, Portfolio Management, Investment Advisory, Investments, Series 63, Asset Management, Equities, Securities, Fixed Income
Education
Carnegie Mellon University - Tepper School of Business 1989 — 1992
MBA, Finance
Princeton University 1980 — 1984
AB, Religion
Jessica Kamp's SEI Experience August 2013 - Present
Job Operations Supervisor at SEI
Industry Investment Management
Experience
SEI August 2013 - Present
SEI March 2013 - August 2013
SEI July 2011 - March 2013
Penn State Harrisburg August 2010 - May 2011
Skills
Financial Modeling, Bloomberg, Financial Analysis, Accounting, Financial Reporting, Fund Accounting, Advent Geneva, OnBase, Microsoft Office, NAV calculation, Portfolio Accounting
Education
Capital College, Pennsylvania State University 2008 — 2011
BS, Finance
Indiana University of Pennsylvania 2007 — 2008
B.S, Accounting
SEI August 2013 - Present
SEI March 2013 - August 2013
SEI July 2011 - March 2013
Penn State Harrisburg August 2010 - May 2011
Skills
Financial Modeling, Bloomberg, Financial Analysis, Accounting, Financial Reporting, Fund Accounting, Advent Geneva, OnBase, Microsoft Office, NAV calculation, Portfolio Accounting
Education
Capital College, Pennsylvania State University 2008 — 2011
BS, Finance
Indiana University of Pennsylvania 2007 — 2008
B.S, Accounting
Brian Drennen's SEI Experience January 2012 - Present
Job Relationship Manager at SEI
Industry Financial Services
Experience
SEI January 2012 - Present
Education
College of Charleston 2007 — 2011
Bachelor of Science (BS), International Business
SEI January 2012 - Present
Education
College of Charleston 2007 — 2011
Bachelor of Science (BS), International Business
Mary Beth Antonucci's SEI Experience January 1986 - March 1992
Job Licensed Massage Therapist at Massage Health Solutions
Industry Health, Wellness and Fitness
Experience
Massage Health Solutions January 2003 - Present
Trushel, Wood & Israel 2003 - December 2005
SEI January 1986 - March 1992
Education
Cortiva Institute-Pennsylvania School of Muscle Therapy 2002 — 2003
Certification in Massage Therapy, Massage Therapy
Penn Hills Senior High School 1976 — 1978
Massage Health Solutions January 2003 - Present
Trushel, Wood & Israel 2003 - December 2005
SEI January 1986 - March 1992
Education
Cortiva Institute-Pennsylvania School of Muscle Therapy 2002 — 2003
Certification in Massage Therapy, Massage Therapy
Penn Hills Senior High School 1976 — 1978
Cliff Bauman's SEI Experience January 1985 - Present
Job Conversions Programmer at SEI
Industry Financial Services
Experience
SEI January 1985 - Present
CARA Corporation June 1984 - December 1984
Heritage Bank October 1982 - June 1984
Skills
United States Army...
Education
Camden County College 1983 — 1984
SEI January 1985 - Present
CARA Corporation June 1984 - December 1984
Heritage Bank October 1982 - June 1984
Skills
United States Army...
Education
Camden County College 1983 — 1984
Warkreh T-Toe's SEI Experience June 2007 - Present
Job Help Desk Support at SEI
Industry Information Technology and Services
Experience
SEI June 2007 - Present
Education
Delaware County Community College 2010 — 2010
Network and System Administration/Administrator
Indiana University of Pennsylvania 2000 — 2005
Bachelor of Applied Science (B.A.Sc.), Computer Science
SEI June 2007 - Present
Education
Delaware County Community College 2010 — 2010
Network and System Administration/Administrator
Indiana University of Pennsylvania 2000 — 2005
Bachelor of Applied Science (B.A.Sc.), Computer Science
Stuart Blank's SEI Experience November 2014 - Present
Job Fund Accountant at SEI
Industry Financial Services
Experience
SEI November 2014 - Present
Commonwealth National Golf Club April 2006 - Present
Conestoga Bank June 2014 - September 2014
Commonwealth National Golf Club May 2014 - September 2014
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Corporate Finance, PowerPoint, Microsoft Office, Valuation, Finance, Microsoft Word, Accounting, Investments, Teamwork, Banking, Portfolio Management, Customer Service, Economics, Equities, Financial Reporting, Derivatives
Education
Clemson University 2010 — 2014
Bachelor's Degree, Accounting and Finance
Clemson University - College of Business and Behavioral Science 2010 — 2014
Bachelor's Degree, Financial Management
SEI November 2014 - Present
Commonwealth National Golf Club April 2006 - Present
Conestoga Bank June 2014 - September 2014
Commonwealth National Golf Club May 2014 - September 2014
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Corporate Finance, PowerPoint, Microsoft Office, Valuation, Finance, Microsoft Word, Accounting, Investments, Teamwork, Banking, Portfolio Management, Customer Service, Economics, Equities, Financial Reporting, Derivatives
Education
Clemson University 2010 — 2014
Bachelor's Degree, Accounting and Finance
Clemson University - College of Business and Behavioral Science 2010 — 2014
Bachelor's Degree, Financial Management
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.