SEI Company
Industry: Financial services company
DescriptionSEI Investments Company, formerly Simulated Environments Inc, is a financial services company headquartered in Oaks, Pennsylvania, United States. The company describes itself as "a global provider of investment processing, investment management, and investment operations solutions". Headquarters: Oaks, PA CEO: Alfred P. West, Jr. (1968–) Founder: Alfred P. West, Jr. Founded: 1968 Subsidiaries: SEI Investments Inc, LSV ASSET MANAGEMENT,
SEI List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at SEI. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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2,206 SEI employees in database. Find out everything there's to know about SEI employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
SEI Employees
Employee
Years
Job
Industry
Mirella Shannon Mirella Shannon's SEI Experience 1985 - September 1992
Job Associate Dean, School of Media Arts at Columbia College Chicago
Industry Higher Education
Experience
Columbia College Chicago August 2012 - Present
Columbia College Chicago September 2003 - July 2012
University of Belize June 2000 - May 2002
Neuberger Berman September 1993 - June 2000
SEI 1985 - September 1992
Skills
Higher Education, Teaching, Faculty Development, Curriculum Development, Computer Science, Executive Management, Information Technology, C++, Educational Technology
Education
New York University 1993 — 1995
Master of Arts (MA), Liberal Arts and Sciences/Liberal Studies
DePaul University 1989 — 1992
Bachelor of Arts (BA), Management Information Systems, General
Columbia College Chicago August 2012 - Present
Columbia College Chicago September 2003 - July 2012
University of Belize June 2000 - May 2002
Neuberger Berman September 1993 - June 2000
SEI 1985 - September 1992
Skills
Higher Education, Teaching, Faculty Development, Curriculum Development, Computer Science, Executive Management, Information Technology, C++, Educational Technology
Education
New York University 1993 — 1995
Master of Arts (MA), Liberal Arts and Sciences/Liberal Studies
DePaul University 1989 — 1992
Bachelor of Arts (BA), Management Information Systems, General
Jonathan DiClementi Jonathan DiClementi's SEI Experience October 2014 - Present
Job Financial Analyst at SEI
Industry Telecommunications
Experience
SEI October 2014 - Present
PJM Interconnection August 2013 - May 2014
Paradigm Magazine August 2012 - March 2013
Skills
Venture Capital, New Business Development, Sales Management, Marketing Strategy, Business Development, Business Strategy, Sales, Marketing, Strategic Planning, Account Management, Management, Negotiation
Education
Drexel University 2012 — 2016
Bachelor of Science (B.S.), Finance and Financial Management Services
Drexel University 2011 — 2016
Bachelor's degree, Financial Mathematics, Economics
SEI October 2014 - Present
PJM Interconnection August 2013 - May 2014
Paradigm Magazine August 2012 - March 2013
Skills
Venture Capital, New Business Development, Sales Management, Marketing Strategy, Business Development, Business Strategy, Sales, Marketing, Strategic Planning, Account Management, Management, Negotiation
Education
Drexel University 2012 — 2016
Bachelor of Science (B.S.), Finance and Financial Management Services
Drexel University 2011 — 2016
Bachelor's degree, Financial Mathematics, Economics
Craig Merwarth Craig Merwarth's SEI Experience August 2013 - Present
Job SEI, Inc.
Industry Financial Services
Experience
SEI August 2013 - Present
SEI July 2011 - August 2013
Springleaf Financial Services January 2009 - July 2011
J.G. Wentworth January 2008 - December 2008
Education
Drexel University 2010 — 2012
MBA, Business
West Chester University of Pennsylvania 2003 — 2007
B.S., Economics
SEI August 2013 - Present
SEI July 2011 - August 2013
Springleaf Financial Services January 2009 - July 2011
J.G. Wentworth January 2008 - December 2008
Education
Drexel University 2010 — 2012
MBA, Business
West Chester University of Pennsylvania 2003 — 2007
B.S., Economics
Jonathan Dimasi's SEI Experience September 2006 - July 2007
Job Lead Financial Analyst at The GBS Group
Industry Information Technology and Services
Experience
The GBS Group January 2014 - Present
Lockheed Martin July 2007 - January 2014
SEI September 2006 - July 2007
Wells Fargo November 2004 - June 2006
Skills
Financial Analysis, Financial Reporting, Cost Accounting, Revenue Recognition, Process Improvement, Budget Forecasts, Cash Flow Forecasting, Pricing, PeopleSoft, Microsoft Excel, SAP, P&L Analysis, Financial Accounting, Analysis, General Ledger, Team Leadership, Balance Sheet, Project Management, Government Contracting, Accounting, Sales, Finance, Active DoD Secret...
Education
Drexel University 2012 — 2013
Course work towards MBA
Philadelphia University 2000 — 2004
Bachelor of Science (BS), Finance
The GBS Group January 2014 - Present
Lockheed Martin July 2007 - January 2014
SEI September 2006 - July 2007
Wells Fargo November 2004 - June 2006
Skills
Financial Analysis, Financial Reporting, Cost Accounting, Revenue Recognition, Process Improvement, Budget Forecasts, Cash Flow Forecasting, Pricing, PeopleSoft, Microsoft Excel, SAP, P&L Analysis, Financial Accounting, Analysis, General Ledger, Team Leadership, Balance Sheet, Project Management, Government Contracting, Accounting, Sales, Finance, Active DoD Secret...
Education
Drexel University 2012 — 2013
Course work towards MBA
Philadelphia University 2000 — 2004
Bachelor of Science (BS), Finance
Steven Courtney Steven Courtney's SEI Experience January 1992 - December 2011
Job Principal Scientist, Western EcoSystems Technology, Inc
Industry Environmental Services
Experience
Western EcoSystems Technology, Inc. January 2014 - Present
Andean Forest Trust January 2014 - Present
National Center for Ecological Analysis and Synthesis August 2010 - Present
RESOLVE January 2011 - December 2013
SEI January 1992 - December 2011
University of Oregon June 1985 - July 1992
Skills
Biodiversity, Natural Resource..., Environmental Policy, Ecology, Natural Resources, Conservation Issues, Endangered Species Act, Workshop Facilitation, Sage-Grouse, Spotted Owl, peer review, scientific advising, Wildlife, Environmental Issues, Mitigation, Science, Conservation Biology, Wildlife Biology, Wildlife Management, Ecosystem Services, Environmental Compliance, Environmental Planning, Ecological Research, Ornithology, Stakeholder Engagement, Program Evaluation, Wildlife Conservation, Climate Change..., Forestry, Alternative Dispute..., Forest Ecology, Fisheries Management, Water Management, Wolf, Site Planning, Policy Analysis, Peer Reviews, Environmental Awareness, Science-Policy Dialog, Science Management, Sustainability
Education
Durham University 1976 — 1980
PhD, Zoology
Western EcoSystems Technology, Inc. January 2014 - Present
Andean Forest Trust January 2014 - Present
National Center for Ecological Analysis and Synthesis August 2010 - Present
RESOLVE January 2011 - December 2013
SEI January 1992 - December 2011
University of Oregon June 1985 - July 1992
Skills
Biodiversity, Natural Resource..., Environmental Policy, Ecology, Natural Resources, Conservation Issues, Endangered Species Act, Workshop Facilitation, Sage-Grouse, Spotted Owl, peer review, scientific advising, Wildlife, Environmental Issues, Mitigation, Science, Conservation Biology, Wildlife Biology, Wildlife Management, Ecosystem Services, Environmental Compliance, Environmental Planning, Ecological Research, Ornithology, Stakeholder Engagement, Program Evaluation, Wildlife Conservation, Climate Change..., Forestry, Alternative Dispute..., Forest Ecology, Fisheries Management, Water Management, Wolf, Site Planning, Policy Analysis, Peer Reviews, Environmental Awareness, Science-Policy Dialog, Science Management, Sustainability
Education
Durham University 1976 — 1980
PhD, Zoology
Jay Shih's SEI Experience March 2011 - September 2011
Job Program Analyst at TriCounty Health Network
Industry Hospital & Health Care
Experience
Tri-County Health Network May 2015 - Present
Hamilton Lane June 2012 - May 2015
SEI March 2011 - September 2011
Linked IT Solutions March 2010 - September 2010
Skills
Bloomberg Terminal, PowerPoint, Private Equity, Excel, Word, Morningstar, Factset
Education
Drexel University - College of Business and Administration 2008 — 2012
Bachelor of Science, Business Administration; Finance and Economics, 3.7
Tri-County Health Network May 2015 - Present
Hamilton Lane June 2012 - May 2015
SEI March 2011 - September 2011
Linked IT Solutions March 2010 - September 2010
Skills
Bloomberg Terminal, PowerPoint, Private Equity, Excel, Word, Morningstar, Factset
Education
Drexel University - College of Business and Administration 2008 — 2012
Bachelor of Science, Business Administration; Finance and Economics, 3.7
Jiachun Li Jiachun Li's SEI Experience September 2012 - December 2012
Job Portfolio risk analyst at BlackRock
Industry Financial Services
Experience
BlackRock July 2013 - Present
SEI September 2012 - December 2012
Deutsche Bank June 2012 - September 2012
HSBC August 2010 - September 2010
M Media Group July 2009 - September 2009
Skills
Risk Management, Investments, Capital Markets, Economics, R, Mergers & Acquisitions, Emerging Markets, Valuation, Financial Modeling, SQL, C++, C, Bloomberg Terminal, Banking, English, Mandarin, Cantonese, Shanghainese
Education
Drexel University 2011 — 2013
Master, Finance
Fudan University 2007 — 2011
Bachelor, Computer Science
BlackRock July 2013 - Present
SEI September 2012 - December 2012
Deutsche Bank June 2012 - September 2012
HSBC August 2010 - September 2010
M Media Group July 2009 - September 2009
Skills
Risk Management, Investments, Capital Markets, Economics, R, Mergers & Acquisitions, Emerging Markets, Valuation, Financial Modeling, SQL, C++, C, Bloomberg Terminal, Banking, English, Mandarin, Cantonese, Shanghainese
Education
Drexel University 2011 — 2013
Master, Finance
Fudan University 2007 — 2011
Bachelor, Computer Science
David Medici David Medici's SEI Experience March 2015 - September 2015
Job Prior (President) at Sigma Alpha Mu Fraternity
Industry Financial Services
Experience
Sigma Alpha Mu Fraternity May 2015 - Present
SEI March 2015 - September 2015
Sigma Alpha Mu April 2014 - May 2015
Yorktel June 2014 - September 2014
Jenkison's Pavilion March 2011 - September 2014
Murphy Style Grill June 2012 - September 2012
Murphy Style Grill June 2011 - September 2011
Skills
Microsoft Word, PowerPoint, Microsoft Office, Microsoft Excel, Social Media, Research, Time Management, Social Networking, Customer Service, Financial Analysis, Leadership, Event Planning
Education
Drexel University 2013 — 2018
Bachelor's Degree, Business Finance, 3.97
Monsignor Donovan/Donovan Catholic High School 2009 — 2013
High School, 4.02
Sigma Alpha Mu Fraternity May 2015 - Present
SEI March 2015 - September 2015
Sigma Alpha Mu April 2014 - May 2015
Yorktel June 2014 - September 2014
Jenkison's Pavilion March 2011 - September 2014
Murphy Style Grill June 2012 - September 2012
Murphy Style Grill June 2011 - September 2011
Skills
Microsoft Word, PowerPoint, Microsoft Office, Microsoft Excel, Social Media, Research, Time Management, Social Networking, Customer Service, Financial Analysis, Leadership, Event Planning
Education
Drexel University 2013 — 2018
Bachelor's Degree, Business Finance, 3.97
Monsignor Donovan/Donovan Catholic High School 2009 — 2013
High School, 4.02
Brian Iannuzzi Brian Iannuzzi's SEI Experience April 2012 - September 2012
Job Professional Associate at ACE Group
Industry Financial Services
Experience
ACE Group July 2014 - Present
ACE Group March 2013 - December 2013
SEI April 2012 - September 2012
Covenant Security Services April 2011 - September 2011
Future Stars Camps June 2008 - August 2009
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Photoshop, Microsoft Publisher, Customer Service, Marketing, Public Speaking, Microsoft Office, Outlook, Research, Analysis, Data Analysis, Financial Analysis, Finance, Management, Social Media
Education
Drexel University 2009 — 2014
Bachelor's degree, Finance, General, Junior
ACE Group July 2014 - Present
ACE Group March 2013 - December 2013
SEI April 2012 - September 2012
Covenant Security Services April 2011 - September 2011
Future Stars Camps June 2008 - August 2009
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Photoshop, Microsoft Publisher, Customer Service, Marketing, Public Speaking, Microsoft Office, Outlook, Research, Analysis, Data Analysis, Financial Analysis, Finance, Management, Social Media
Education
Drexel University 2009 — 2014
Bachelor's degree, Finance, General, Junior
Kapil Bansal Kapil Bansal's SEI Experience February 2014 - April 2015
Job Vice President Service Delivery and Relationship Management
Industry Information Technology and Services
Experience
J.P. Morgan Chase May 2015 - Present
SEI February 2014 - April 2015
J.P. Morgan chase September 2012 - February 2014
J.P.Morgan Chase February 2008 - August 2012
Ajilon Consulting August 2007 - February 2008
Mastek Ltd February 2006 - July 2007
CES Ltd August 2005 - January 2006
Skills
Data Warehousing, SDLC, Requirements Analysis, Vendor Management, Software Project..., Agile Methodologies, Enterprise Architecture, SOA, Disaster Recovery, Trading Systems, SQL, PL/SQL, IDS (Forms..., .NET, J2EE Application..., ETL, MS Project, Visio, SharePoint, Quality Center, Microsoft SQL Server, Control M, TWS, Continuous Integration, Subversion, Harvest, Maven2, Unix Shell Scripting, Microsoft Office, Business Objects, Erwin, JIRA, Oracle Streams, RHEL, AIX 5.x, Toad, Quality Assurance, Business Requirements, Data Migration, Databases, Weblogic, Replication, Stored Procedures, HP-UX, Enterprise Software, CA Clarity, SWIFT messaging, TLM, Service Management, Service Operations, ITIL Service Strategy, ITIL Process
Education
Penn State University 2014 — 2014
Agile Development
Institute of Management Studies 2000 — 2003
Master's in Computer Applications., Computer Science
Delhi University 1997 — 2000
Bachelor of Science (BS), Science
J.P. Morgan Chase May 2015 - Present
SEI February 2014 - April 2015
J.P. Morgan chase September 2012 - February 2014
J.P.Morgan Chase February 2008 - August 2012
Ajilon Consulting August 2007 - February 2008
Mastek Ltd February 2006 - July 2007
CES Ltd August 2005 - January 2006
Skills
Data Warehousing, SDLC, Requirements Analysis, Vendor Management, Software Project..., Agile Methodologies, Enterprise Architecture, SOA, Disaster Recovery, Trading Systems, SQL, PL/SQL, IDS (Forms..., .NET, J2EE Application..., ETL, MS Project, Visio, SharePoint, Quality Center, Microsoft SQL Server, Control M, TWS, Continuous Integration, Subversion, Harvest, Maven2, Unix Shell Scripting, Microsoft Office, Business Objects, Erwin, JIRA, Oracle Streams, RHEL, AIX 5.x, Toad, Quality Assurance, Business Requirements, Data Migration, Databases, Weblogic, Replication, Stored Procedures, HP-UX, Enterprise Software, CA Clarity, SWIFT messaging, TLM, Service Management, Service Operations, ITIL Service Strategy, ITIL Process
Education
Penn State University 2014 — 2014
Agile Development
Institute of Management Studies 2000 — 2003
Master's in Computer Applications., Computer Science
Delhi University 1997 — 2000
Bachelor of Science (BS), Science
James del Rio Sr. James del Rio Sr.'s SEI Experience August 2008 - August 2009
Job Air Transportation Specialist
Industry Aviation & Aerospace
Experience
USAF Reserve August 2009 - Present
SEI August 2008 - August 2009
Presidential Airways April 2006 - October 2007
USAF Reserve July 2004 - April 2006
Aerotek Aviation Teterboro April 2004 - July 2004
Atlas Air October 2000 - April 2004
Ranger Aviation July 1999 - October 2000
London Aircraft Services January 1999 - July 1999
Corporate Flight Management January 1998 - January 1999
Carson Helicopters March 1995 - January 1998
Skills
Military, Contract Management, Management, Microsoft Office, Engineering, Inventory Management, Process Scheduler, Quality Control, Government, Process Engineering, Maintenance & Repair, Customer Support, Shipping, Sales, Customer Satisfaction, Aerospace, Aviation
Education
DeSales University 2010 — 2012
Bachelor of Business Administration (B.B.A.), International Business
Colorado Aero Tech 1982 — 1984
Airframe and Powerplant School
Thomas Edison State College
B.S, Aircraft Maintenance Technology
USAF Reserve August 2009 - Present
SEI August 2008 - August 2009
Presidential Airways April 2006 - October 2007
USAF Reserve July 2004 - April 2006
Aerotek Aviation Teterboro April 2004 - July 2004
Atlas Air October 2000 - April 2004
Ranger Aviation July 1999 - October 2000
London Aircraft Services January 1999 - July 1999
Corporate Flight Management January 1998 - January 1999
Carson Helicopters March 1995 - January 1998
Skills
Military, Contract Management, Management, Microsoft Office, Engineering, Inventory Management, Process Scheduler, Quality Control, Government, Process Engineering, Maintenance & Repair, Customer Support, Shipping, Sales, Customer Satisfaction, Aerospace, Aviation
Education
DeSales University 2010 — 2012
Bachelor of Business Administration (B.B.A.), International Business
Colorado Aero Tech 1982 — 1984
Airframe and Powerplant School
Thomas Edison State College
B.S, Aircraft Maintenance Technology
Ryan Concordia Ryan Concordia's SEI Experience September 2007 - December 2007
Job Financial Associate
Industry Capital Markets
Experience
School District of Hillsborough County August 2015 - Present
Morgan, Lewis & Bockius LLP October 2013 - August 2014
Market Street Advisors July 2013 - September 2013
Seminole Hard Rock Hotel & Casino Tampa April 2008 - June 2013
SEI September 2007 - December 2007
Skills
Credit, Gaming, Training, Poker, Casino, Trading, Management, Securities, Analysis, Team Building, Customer Service, Marketing
Education
Drexel University - LeBow College of Business 2004 — 2007
Bachelor of Science (B.S.), Finance
School District of Hillsborough County August 2015 - Present
Morgan, Lewis & Bockius LLP October 2013 - August 2014
Market Street Advisors July 2013 - September 2013
Seminole Hard Rock Hotel & Casino Tampa April 2008 - June 2013
SEI September 2007 - December 2007
Skills
Credit, Gaming, Training, Poker, Casino, Trading, Management, Securities, Analysis, Team Building, Customer Service, Marketing
Education
Drexel University - LeBow College of Business 2004 — 2007
Bachelor of Science (B.S.), Finance
Gabrielle D'Ottaviano Gabrielle D'Ottaviano's SEI Experience June 2013 - August 2013
Job Associate District Manager at Aramark Uniform Services
Industry Marketing and Advertising
Experience
Aramark Uniform Services August 2014 - Present
The Princeton Review January 2012 - December 2013
SEI June 2013 - August 2013
Skills
Market Research, Microsoft Office, Social Media, Photoshop, Social Media Marketing, Marketing, Marketing Communications, PowerPoint
Education
Pennsylvania State University 2010 — 2014
Bachelor of Science (B.S.), Marketing
Aramark Uniform Services August 2014 - Present
The Princeton Review January 2012 - December 2013
SEI June 2013 - August 2013
Skills
Market Research, Microsoft Office, Social Media, Photoshop, Social Media Marketing, Marketing, Marketing Communications, PowerPoint
Education
Pennsylvania State University 2010 — 2014
Bachelor of Science (B.S.), Marketing
DAVID (DAVE) BATTY DAVID (DAVE) BATTY's SEI Experience 2007 - 2009
Job REALTOR; KELLER WILLIAMS REAL ESTATE
Industry Real Estate
Experience
Keller Williams Realty Devon-Wayne December 2013 - Present
Coldwell Banker Preferred April 2009 - November 2013
SEI 2007 - 2009
SEI August 2006 - September 2007
Skills
Investments, Real Estate, Marketing, Relationship Management, Sales, Market Analysis, Advertising, Residential Homes, Sellers, Investment Properties, Listings, Investors, Property, Buyers, Selling
Education
Drexel University 2001 — 2006
Bachelor of Business Administration (BBA), Finance
Keller Williams Realty Devon-Wayne December 2013 - Present
Coldwell Banker Preferred April 2009 - November 2013
SEI 2007 - 2009
SEI August 2006 - September 2007
Skills
Investments, Real Estate, Marketing, Relationship Management, Sales, Market Analysis, Advertising, Residential Homes, Sellers, Investment Properties, Listings, Investors, Property, Buyers, Selling
Education
Drexel University 2001 — 2006
Bachelor of Business Administration (BBA), Finance
Ashley Stanton's SEI Experience August 2011 - March 2013
Job Analyst at Franklin Park LLC
Industry Financial Services
Experience
Franklin Park LLC March 2013 - Present
SEI August 2011 - March 2013
SEI Investments August 2011 - March 2013
Arkema Inc March 2010 - September 2010
Skills
Hedge Funds, Fixed Income, Alternative Investments, Derivatives, Quantitative Finance, Equity Research, Financial Modeling, Investment Research, Valuation, Equity Valuation, Portfolio Management, Asset Allocation, SAS, Accounting
Education
Drexel University 2006 — 2011
Bachelors of Science, Mathematics
Franklin Park LLC March 2013 - Present
SEI August 2011 - March 2013
SEI Investments August 2011 - March 2013
Arkema Inc March 2010 - September 2010
Skills
Hedge Funds, Fixed Income, Alternative Investments, Derivatives, Quantitative Finance, Equity Research, Financial Modeling, Investment Research, Valuation, Equity Valuation, Portfolio Management, Asset Allocation, SAS, Accounting
Education
Drexel University 2006 — 2011
Bachelors of Science, Mathematics
Dan McFadden Dan McFadden's SEI Experience March 2012 - Present
Job Client Portfolio Manager, Institutional Group at SEI
Industry Investment Management
Experience
SEI March 2012 - Present
New Castle County Pension Board April 2003 - Present
Turner Investments August 2003 - April 2011
Brandywine Global Investment Management May 1998 - August 2003
Hercules Incorporated 1988 - 1998
PricewaterhouseCoopers 1983 - 1988
Skills
Relationship Management, Institutional..., New Business Development, Alternative Investments, Hedge Funds, Asset Managment, Investments, Series 7, Mutual Funds, Portfolio Management, Asset Allocation, Fixed Income, Equities, Investment Strategies, Series 63, Fund Of Funds, Investment Advisory, Securities, Superior Client Service, Institutional..., Wealth Management, Capital Markets, Investment Management
Education
Villanova University 1988 — 1990
MBA, Finance
Drexel University 1978 — 1983
B.S., Business Administration
SEI March 2012 - Present
New Castle County Pension Board April 2003 - Present
Turner Investments August 2003 - April 2011
Brandywine Global Investment Management May 1998 - August 2003
Hercules Incorporated 1988 - 1998
PricewaterhouseCoopers 1983 - 1988
Skills
Relationship Management, Institutional..., New Business Development, Alternative Investments, Hedge Funds, Asset Managment, Investments, Series 7, Mutual Funds, Portfolio Management, Asset Allocation, Fixed Income, Equities, Investment Strategies, Series 63, Fund Of Funds, Investment Advisory, Securities, Superior Client Service, Institutional..., Wealth Management, Capital Markets, Investment Management
Education
Villanova University 1988 — 1990
MBA, Finance
Drexel University 1978 — 1983
B.S., Business Administration
Denise Haines's SEI Experience September 2013 - Present
Job Accounting Analyst at SEI
Industry Higher Education
Experience
SEI September 2013 - Present
United States Liability Insurance May 2009 - January 2013
Skills
Microsoft Word, Microsoft Excel, Spanish, Presentations, Sports, Teamwork, Teaching, Accounting, Finance, Public Speaking
Education
Dickinson College 2009 — 2013
Bachelor of Arts (B.A.), International Business and Management
Saint Joseph's University
Master's degree, Financial Planning and Services, 3.48 GPA
SEI September 2013 - Present
United States Liability Insurance May 2009 - January 2013
Skills
Microsoft Word, Microsoft Excel, Spanish, Presentations, Sports, Teamwork, Teaching, Accounting, Finance, Public Speaking
Education
Dickinson College 2009 — 2013
Bachelor of Arts (B.A.), International Business and Management
Saint Joseph's University
Master's degree, Financial Planning and Services, 3.48 GPA
Arthur Worthington Arthur Worthington's SEI Experience July 2013 - Present
Job Internal Account Executive Advisor Network
Industry Financial Services
Experience
SEI July 2013 - Present
The Dickinsonian April 2011 - May 2013
T. Rowe Price May 2012 - August 2012
America Reads September 2009 - May 2010
Skills
Microsoft Excel, Microsoft Word, Microsoft Access, PowerPoint, Adobe Creative Suite, Investment Sales
Education
Dickinson College 2010 — 2013
Bachelor of Arts (B.A.), Economics, Senior
Elon University 2009 — 2010
Bachelor of Arts (B.A.), Business Administration and Economics
Gilman School 2002 — 2009
SEI July 2013 - Present
The Dickinsonian April 2011 - May 2013
T. Rowe Price May 2012 - August 2012
America Reads September 2009 - May 2010
Skills
Microsoft Excel, Microsoft Word, Microsoft Access, PowerPoint, Adobe Creative Suite, Investment Sales
Education
Dickinson College 2010 — 2013
Bachelor of Arts (B.A.), Economics, Senior
Elon University 2009 — 2010
Bachelor of Arts (B.A.), Business Administration and Economics
Gilman School 2002 — 2009
Justin Estadt Justin Estadt's SEI Experience July 2006 - Present
Job Technology Services at SEI
Industry Financial Services
Experience
SEI July 2006 - Present
Comcast September 2005 - June 2006
Philadelphia School District September 2004 - August 2005
Skills
DevOps, Authentication Systems, Solution Implementation, Infrastructure..., Application Architecture, Application Security..., Solution Architecture, Web Development, MS SQL Replication, Applications..., Process Optimization, Problem Solving, Apache, Siteminder, IT Strategy, Multi-factor..., SAML 2.0, MS Reporting Services, Microsoft SQL Server, Troubleshooting, Virtualization, Technical Architecture, Project Management, Management, SDLC, Process Improvement, Business Analysis
Education
Drexel University 2001 — 2006
Bachelor's degree, Information Systems and Technology
SEI July 2006 - Present
Comcast September 2005 - June 2006
Philadelphia School District September 2004 - August 2005
Skills
DevOps, Authentication Systems, Solution Implementation, Infrastructure..., Application Architecture, Application Security..., Solution Architecture, Web Development, MS SQL Replication, Applications..., Process Optimization, Problem Solving, Apache, Siteminder, IT Strategy, Multi-factor..., SAML 2.0, MS Reporting Services, Microsoft SQL Server, Troubleshooting, Virtualization, Technical Architecture, Project Management, Management, SDLC, Process Improvement, Business Analysis
Education
Drexel University 2001 — 2006
Bachelor's degree, Information Systems and Technology
Stephen Biggin Stephen Biggin's SEI Experience March 2015 - Present
Job Separatly Managed Account Service Specialist at SEI
Industry Financial Services
Experience
SEI March 2015 - Present
SEI June 2011 - March 2015
SpecialtyCare, Inc. August 2008 - June 2011
Education
Drexel University - College of Business and Administration 2011 — 2013
Masters, Finance
James Madison University 2004 — 2008
BS, kinesiology
SEI March 2015 - Present
SEI June 2011 - March 2015
SpecialtyCare, Inc. August 2008 - June 2011
Education
Drexel University - College of Business and Administration 2011 — 2013
Masters, Finance
James Madison University 2004 — 2008
BS, kinesiology
Kerry Kilcullen Sinclair Kerry Kilcullen Sinclair's SEI Experience 2005 - 2007
Job
Industry Financial Services
Experience
RisCura June 2014 - Present
RisCura September 2013 - June 2014
RisCura May 2009 - September 2013
SinCo July 2007 - October 2008
SEI 2005 - 2007
SEI Investments August 2000 - 2005
Skills
Marketing Strategy, Institutional..., Marketing, Business Strategy, Asset Management, Marketing Communications, Strategic Planning, Strategy, New Business Development, Competitive Analysis, Marketing Management, Strategic Brand..., Investment Advisory, Financial Services
Education
Duke University 1996 — 2000
BA
RisCura June 2014 - Present
RisCura September 2013 - June 2014
RisCura May 2009 - September 2013
SinCo July 2007 - October 2008
SEI 2005 - 2007
SEI Investments August 2000 - 2005
Skills
Marketing Strategy, Institutional..., Marketing, Business Strategy, Asset Management, Marketing Communications, Strategic Planning, Strategy, New Business Development, Competitive Analysis, Marketing Management, Strategic Brand..., Investment Advisory, Financial Services
Education
Duke University 1996 — 2000
BA
Russ Kliman's SEI Experience September 2001 - Present
Job
Industry Financial Services
Experience
SEI September 2001 - Present
eSchoolMall.com April 2000 - September 2001
CDNow.com November 1999 - April 2000
Fleet Credit Card January 1997 - November 1999
Fleet Credit Card Services, Complementary Products Division January 1997 - November 1999
US Healthcare April 1994 - January 1997
CIGNA Group Insurance June 1990 - April 1994
Skills
Business Strategy, Business Intelligence, CRM, Product Management, Project Management, Product Innovation, Pricing, Packaging, Team Leadership, SaaS
Education
Drexel University 1985 — 1990
BS
SEI September 2001 - Present
eSchoolMall.com April 2000 - September 2001
CDNow.com November 1999 - April 2000
Fleet Credit Card January 1997 - November 1999
Fleet Credit Card Services, Complementary Products Division January 1997 - November 1999
US Healthcare April 1994 - January 1997
CIGNA Group Insurance June 1990 - April 1994
Skills
Business Strategy, Business Intelligence, CRM, Product Management, Project Management, Product Innovation, Pricing, Packaging, Team Leadership, SaaS
Education
Drexel University 1985 — 1990
BS
James McAloon's SEI Experience November 2012 - Present
Job Free Asset Movement Analyst at SEI
Industry Financial Services
Experience
SEI November 2012 - Present
SEI July 2012 - November 2012
The Grand Opera House February 2012 - July 2012
Information Media and Technology @ Earlham College September 2008 - May 2011
Boenning & Scattergood Inc June 2010 - September 2010
e3 Bank June 2009 - September 2009
Earlham College September 2007 - May 2009
Camphill Soltane June 2007 - August 2007
Skills
Internet Research, Financial Modeling, Mechanics, Volleyball, Apple, PC, Excel, Basic German, Juggling, Motorcycle Maintenance, Microsoft Office, Account Reconciliation, Accounts Payable, Journal Entries, Accounting, Peachtree Accounting..., Bank Reconciliation, Research, Microsoft Excel, Peachtree
Education
Earlham College 2007 — 2011
BA, Economics and Business, 3.36
Motorcycle Mechanics Institute 2006 — 2007
Level 1 Technician, BMW and Honda, 4.0
Kimberton Waldorf School 2002 — 2006
High School Diploma, 3.8
Atlanta Waldorf School 1998 — 2002
--, --
SEI November 2012 - Present
SEI July 2012 - November 2012
The Grand Opera House February 2012 - July 2012
Information Media and Technology @ Earlham College September 2008 - May 2011
Boenning & Scattergood Inc June 2010 - September 2010
e3 Bank June 2009 - September 2009
Earlham College September 2007 - May 2009
Camphill Soltane June 2007 - August 2007
Skills
Internet Research, Financial Modeling, Mechanics, Volleyball, Apple, PC, Excel, Basic German, Juggling, Motorcycle Maintenance, Microsoft Office, Account Reconciliation, Accounts Payable, Journal Entries, Accounting, Peachtree Accounting..., Bank Reconciliation, Research, Microsoft Excel, Peachtree
Education
Earlham College 2007 — 2011
BA, Economics and Business, 3.36
Motorcycle Mechanics Institute 2006 — 2007
Level 1 Technician, BMW and Honda, 4.0
Kimberton Waldorf School 2002 — 2006
High School Diploma, 3.8
Atlanta Waldorf School 1998 — 2002
--, --
Scott Rome Scott Rome's SEI Experience June 2014 - August 2015
Job Senior Data Analyst at Altegra Health
Industry Financial Services
Experience
Altegra Health August 2015 - Present
SEI June 2014 - August 2015
Drexel University September 2011 - June 2015
University of Maryland June 2011 - October 2011
Skills
Mathematical Modeling, Java, Statistics, Python, Predictive Modeling, R, SQL, Applied Mathematics, Matlab, Linear Programming, Portfolio Management, Modern Portfolio Theory, Applied Probability, C++, Stochastic Differential..., Ordinary Differential..., Partial Differential..., Mathematics, Integer Programming, Research, Optimization, Data Analysis, LaTeX, Microsoft Office, Nonlinear Optimization, Portfolio Optimization, Microsoft Excel, Public Speaking, Inverse Problems
Education
Drexel University 2011 — 2015
Doctor of Philosophy (Ph.D.), Mathematics
Drexel University 2011 — 2013
Master of Science (M.S.), Mathematics
University of Maryland College Park 2007 — 2011
Bachelor of Science (B.S.), Mathematics
Altegra Health August 2015 - Present
SEI June 2014 - August 2015
Drexel University September 2011 - June 2015
University of Maryland June 2011 - October 2011
Skills
Mathematical Modeling, Java, Statistics, Python, Predictive Modeling, R, SQL, Applied Mathematics, Matlab, Linear Programming, Portfolio Management, Modern Portfolio Theory, Applied Probability, C++, Stochastic Differential..., Ordinary Differential..., Partial Differential..., Mathematics, Integer Programming, Research, Optimization, Data Analysis, LaTeX, Microsoft Office, Nonlinear Optimization, Portfolio Optimization, Microsoft Excel, Public Speaking, Inverse Problems
Education
Drexel University 2011 — 2015
Doctor of Philosophy (Ph.D.), Mathematics
Drexel University 2011 — 2013
Master of Science (M.S.), Mathematics
University of Maryland College Park 2007 — 2011
Bachelor of Science (B.S.), Mathematics
Austin Tighe Austin Tighe's SEI Experience March 2014 - Present
Job Wholesale Customer Service Rep. at LaCrosse Footwear Incorporated
Industry Financial Services
Experience
LaCrosse Footwear Incorporated June 2015 - Present
SEI March 2014 - Present
SEI August 2013 - March 2014
Belly September 2012 - August 2013
Haverford Systems October 2010 - September 2012
SAP America April 2010 - September 2010
Baker Wealth Management June 2009 - September 2009
WAVES For Development March 2009 - June 2009
Drexel University January 2008 - February 2008
Skills
Sales, Social Media, Marketing, Cold Calling, Social Media Marketing, Account Management, Salesforce.com, Sales Support, Marketing Strategy, Program Management, Fly Fishing, Surfing, Ski, Social Media Strategist, Sales Management, Finance
Education
Drexel University 2006 — 2011
Bachelors of Science in Business Administration, Entrepreneurship and Marketing
Westtown School 2002 — 2006
LaCrosse Footwear Incorporated June 2015 - Present
SEI March 2014 - Present
SEI August 2013 - March 2014
Belly September 2012 - August 2013
Haverford Systems October 2010 - September 2012
SAP America April 2010 - September 2010
Baker Wealth Management June 2009 - September 2009
WAVES For Development March 2009 - June 2009
Drexel University January 2008 - February 2008
Skills
Sales, Social Media, Marketing, Cold Calling, Social Media Marketing, Account Management, Salesforce.com, Sales Support, Marketing Strategy, Program Management, Fly Fishing, Surfing, Ski, Social Media Strategist, Sales Management, Finance
Education
Drexel University 2006 — 2011
Bachelors of Science in Business Administration, Entrepreneurship and Marketing
Westtown School 2002 — 2006
Carly Muscarella Carly Muscarella's SEI Experience October 2014 - Present
Job
Industry
Experience
SEI October 2014 - Present
First Savings Bank of Perkasie May 2012 - August 2013
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Outstanding..., Research, Outlook, Public Speaking, English, Social Media, Customer Service, Editing, Event Planning, Teamwork, Strategic Planning, Facebook, Social Media Marketing
Education
Dickinson College 2010 — 2014
Bachelor's Degree, International Business and Management
Università di Bologna 2012 — 2013
International Business and Management, Junior year
SEI October 2014 - Present
First Savings Bank of Perkasie May 2012 - August 2013
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Outstanding..., Research, Outlook, Public Speaking, English, Social Media, Customer Service, Editing, Event Planning, Teamwork, Strategic Planning, Facebook, Social Media Marketing
Education
Dickinson College 2010 — 2014
Bachelor's Degree, International Business and Management
Università di Bologna 2012 — 2013
International Business and Management, Junior year
Benjamin Goldfield's SEI Experience April 1975 - April 1981
Job President & CEO TS Partners Inc
Industry Computer Software
Experience
TS Partners Inc June 1987 - Present
PNC Bank August 1985 - June 1987
Drexel University October 1985 - June 1986
Premier Systems Inc June 1982 - August 1985
Drexel University April 1981 - May 1982
SEI April 1975 - April 1981
Skills
Banking, Management, Financial Analysis, Corporate Finance, Business Analysis, Bond Markets, High Yield Bonds, Corporate Trust, Stock Market, Profitable Growth, Entrepreneurship, Small Business, Finance, Tax Accounting, Business Strategy, Client Focus, Strategic Hiring, Mentoring New Hires, Strategic Planning, New Business Development, Stock Transfer, Shareholder..., SEC Regulations, Investment Management, Meeting objectives, Exceeding Customer...
Education
Drexel University MBA College of Business 1981 — 1982
MBA, Investment Management (Finance)
Drexel University - LeBow College of Business 1976 — 1980
BS, Administrative Systems Management
U Merion High School 1974 — 1977
TS Partners Inc June 1987 - Present
PNC Bank August 1985 - June 1987
Drexel University October 1985 - June 1986
Premier Systems Inc June 1982 - August 1985
Drexel University April 1981 - May 1982
SEI April 1975 - April 1981
Skills
Banking, Management, Financial Analysis, Corporate Finance, Business Analysis, Bond Markets, High Yield Bonds, Corporate Trust, Stock Market, Profitable Growth, Entrepreneurship, Small Business, Finance, Tax Accounting, Business Strategy, Client Focus, Strategic Hiring, Mentoring New Hires, Strategic Planning, New Business Development, Stock Transfer, Shareholder..., SEC Regulations, Investment Management, Meeting objectives, Exceeding Customer...
Education
Drexel University MBA College of Business 1981 — 1982
MBA, Investment Management (Finance)
Drexel University - LeBow College of Business 1976 — 1980
BS, Administrative Systems Management
U Merion High School 1974 — 1977
Elinor Caron Elinor Caron's SEI Experience April 2014 - Present
Job Investment Manager Services at SEI Investments
Industry Financial Services
Experience
SEI April 2014 - Present
SEI Investments February 2011 - April 2014
The Dow Chemical Company 2008 - 2009
Rohm and Haas 2006 - 2008
Rohm and Haas 2003 - 2006
Rohm and Haas 2001 - 2003
Skills
Training, SAP BW, SDLC, Leadership, Management, ERP, Agile Methodologies, Visio, Program Management, Project Management, SAP R/3, Change Management, Software Documentation
Education
Drexel University
BS, Computer Science
SEI April 2014 - Present
SEI Investments February 2011 - April 2014
The Dow Chemical Company 2008 - 2009
Rohm and Haas 2006 - 2008
Rohm and Haas 2003 - 2006
Rohm and Haas 2001 - 2003
Skills
Training, SAP BW, SDLC, Leadership, Management, ERP, Agile Methodologies, Visio, Program Management, Project Management, SAP R/3, Change Management, Software Documentation
Education
Drexel University
BS, Computer Science
Edward Dobner Edward Dobner's SEI Experience November 1986 - July 1990
Job Software Engineer at SAS
Industry Computer Software
Experience
SAS December 2009 - Present
IBM September 1990 - 2009
SEI November 1986 - July 1990
Automation Desgin April 1985 - October 1986
Education
DePaul University 1987 — 1990
Masters of Science, Computer Science - Data communcations
University of Illinois at Urbana-Champaign 1980 — 1984
Bachelors of Science, Mathematics/Computer Science
SAS December 2009 - Present
IBM September 1990 - 2009
SEI November 1986 - July 1990
Automation Desgin April 1985 - October 1986
Education
DePaul University 1987 — 1990
Masters of Science, Computer Science - Data communcations
University of Illinois at Urbana-Champaign 1980 — 1984
Bachelors of Science, Mathematics/Computer Science
Fan Jiang's SEI Experience October 2012 - March 2013
Job MS Finance graduate at Johns Hopkins Carey Business Schoo
Industry Financial Services
Experience
SEI October 2012 - March 2013
Skills
PowerPoint, Access, Morningstar Direct, Bloomberg Terminal, Mandarin, Chinese, Cantonese, Statistics, Economics, Microsoft Office, Microsoft Excel, Data Analysis, Microsoft Word, Teamwork, English, Research, Time Management, Business Analysis, Alternative Investments, Financial Analysis, Financial Modeling, Presentation Skills, Public Speaking, Adaptive Leadership, Portfolio Management, Portfolio Performance...
Education
The Johns Hopkins University - Carey Business School 2014 — 2015
Master in Finance, Finance
Drexel University 2010 — 2014
Bachelor of Science in Business Administration, Finance, Management Information Systems, 3.65/4.0
SEI October 2012 - March 2013
Skills
PowerPoint, Access, Morningstar Direct, Bloomberg Terminal, Mandarin, Chinese, Cantonese, Statistics, Economics, Microsoft Office, Microsoft Excel, Data Analysis, Microsoft Word, Teamwork, English, Research, Time Management, Business Analysis, Alternative Investments, Financial Analysis, Financial Modeling, Presentation Skills, Public Speaking, Adaptive Leadership, Portfolio Management, Portfolio Performance...
Education
The Johns Hopkins University - Carey Business School 2014 — 2015
Master in Finance, Finance
Drexel University 2010 — 2014
Bachelor of Science in Business Administration, Finance, Management Information Systems, 3.65/4.0
Martin Zhao's SEI Experience June 2015 - Present
Job MBA Rotational Associate on SEI's Wealth Platform
Industry Financial Services
Experience
SEI June 2015 - Present
Wolters Kluwer May 2014 - August 2014
Oriental Pearl Restaurant June 2006 - August 2013
BlackRock, Inc March 2011 - December 2012
Lee and Lee Associates June 2010 - July 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Financial Analysis, Mandarin, Data Analysis, Analysis, Accounting, CRM, Management, Finance, Analytics, Market Research, Strategy, Social Media, Leadership, Marketing, Microsoft Word
Education
Temple University - Fox School of Business and Management 2013 — 2015
Master of Business Administration (M.B.A.), Finance
Penn State University 2006 — 2010
Bachelor's, Accounting, International Business
East China Normal University 2009 — 2009
International Business
SEI June 2015 - Present
Wolters Kluwer May 2014 - August 2014
Oriental Pearl Restaurant June 2006 - August 2013
BlackRock, Inc March 2011 - December 2012
Lee and Lee Associates June 2010 - July 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Financial Analysis, Mandarin, Data Analysis, Analysis, Accounting, CRM, Management, Finance, Analytics, Market Research, Strategy, Social Media, Leadership, Marketing, Microsoft Word
Education
Temple University - Fox School of Business and Management 2013 — 2015
Master of Business Administration (M.B.A.), Finance
Penn State University 2006 — 2010
Bachelor's, Accounting, International Business
East China Normal University 2009 — 2009
International Business
Roger Chheng Roger Chheng's SEI Experience April 2011 - September 2011
Job Drexel University (Graduated June 2012)
Industry Accounting
Experience
SEI April 2011 - September 2011
South Jersey Industries March 2010 - September 2010
Sun and Earth, Inc. June 2009 - September 2009
Skills
Microsoft Excel, Microsoft Word, PowerPoint, AS 500, Financial Reporting, Accounting
Education
Drexel University - College of Business and Administration 2007 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Drexel University
SEI April 2011 - September 2011
South Jersey Industries March 2010 - September 2010
Sun and Earth, Inc. June 2009 - September 2009
Skills
Microsoft Excel, Microsoft Word, PowerPoint, AS 500, Financial Reporting, Accounting
Education
Drexel University - College of Business and Administration 2007 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Drexel University
Kimberly Wensel, CPA, CFF, CFIRS, CISA, FCPA,CICA Kimberly Wensel, CPA, CFF, CFIRS, CISA, FCPA,CICA's SEI Experience AssociateKroll Lindquist AveyJune 1996 - October 2002
Job Internal Audit Director at SEI
Industry Financial Services
Experience
SEI AssociateKroll Lindquist AveyJune 1996 - October 2002
Education
St. Joseph's University 2004 — 2005
MBA, Finance
Drexel University - College of Business and Administration 1993 — 1996
BS Business Administration, Accounting
SEI AssociateKroll Lindquist AveyJune 1996 - October 2002
Education
St. Joseph's University 2004 — 2005
MBA, Finance
Drexel University - College of Business and Administration 1993 — 1996
BS Business Administration, Accounting
Denise Handwerker Denise Handwerker's SEI Experience 1989 - 1992
Job Owner/Fiber Artist at Feltwerker
Industry Arts and Crafts
Experience
Feltwerker January 2006 - Present
BackYard Organics 2003 - 2009
Bradford Exchange 1998 - 2003
Hewitt Associates 1993 - 1997
SEI 1989 - 1992
Kemper Financial Services 1986 - 1989
Skills
Training, Art Show Production, Microsoft Excel, Small Business, Felting, Sewing, Designing,, Teaching Adults, Retail, Visual Arts, Fundraising, Craft
Education
Chicago College of Healing Arts 1999 — 2001
Certificate in Herbal Medicine
University of Chicago 1989 — 1991
MBA
DePaul University 1984 — 1986
BS
Northeastern Illinois University 1981 — 1984
Feltwerker January 2006 - Present
BackYard Organics 2003 - 2009
Bradford Exchange 1998 - 2003
Hewitt Associates 1993 - 1997
SEI 1989 - 1992
Kemper Financial Services 1986 - 1989
Skills
Training, Art Show Production, Microsoft Excel, Small Business, Felting, Sewing, Designing,, Teaching Adults, Retail, Visual Arts, Fundraising, Craft
Education
Chicago College of Healing Arts 1999 — 2001
Certificate in Herbal Medicine
University of Chicago 1989 — 1991
MBA
DePaul University 1984 — 1986
BS
Northeastern Illinois University 1981 — 1984
Lisa Mehmet, CFA Lisa Mehmet, CFA's SEI Experience October 2010 - April 2012
Job Manager, High Net Worth Client Management at Harding Loevner LP
Industry Financial Services
Experience
Harding Loevner LP June 2013 - Present
Harding Loevner LP April 2012 - June 2013
SEI October 2010 - April 2012
SEI June 2007 - October 2010
Donnelly Steen & Co. January 2007 - May 2007
Smith Barney May 2006 - August 2006
Education
Saint Joseph's University - Erivan K. Haub School of Business 2008 — 2011
MBA
Dickinson College 2003 — 2006
BA
Harding Loevner LP June 2013 - Present
Harding Loevner LP April 2012 - June 2013
SEI October 2010 - April 2012
SEI June 2007 - October 2010
Donnelly Steen & Co. January 2007 - May 2007
Smith Barney May 2006 - August 2006
Education
Saint Joseph's University - Erivan K. Haub School of Business 2008 — 2011
MBA
Dickinson College 2003 — 2006
BA
David Volpe's SEI Experience August 2011 - September 2012
Job Investment Operations at Chartwell Investment Partners
Industry Financial Services
Experience
Chartwell Investment Partners May 2014 - Present
Pershing, a BNY Mellon company August 2013 - March 2014
SEI August 2011 - September 2012
McCabe Capital Managers/Drexel Morgan Capital Advisors 1997 - 2009
Skills
Performance Measurement, Data Conversion, Software Project..., Software Implementation, Contract Negotiation, Database Administration, Bloomberg, Advent APX, GIPS
Education
Drexel University
B.S, Business Administration and Finance
La Salle College High School
Saint Joseph's University - Erivan K. Haub School of Business
Finance
Chartwell Investment Partners May 2014 - Present
Pershing, a BNY Mellon company August 2013 - March 2014
SEI August 2011 - September 2012
McCabe Capital Managers/Drexel Morgan Capital Advisors 1997 - 2009
Skills
Performance Measurement, Data Conversion, Software Project..., Software Implementation, Contract Negotiation, Database Administration, Bloomberg, Advent APX, GIPS
Education
Drexel University
B.S, Business Administration and Finance
La Salle College High School
Saint Joseph's University - Erivan K. Haub School of Business
Finance
Robert Clifton's SEI Experience July 2014 - February 2015
Job Cybersecurity Analyst at Layer 8 Security
Industry Computer & Network Security
Experience
SEI July 2014 - February 2015
SEI September 2007 - February 2015
SEI April 2014 - July 2014
SEI May 2013 - April 2014
SEI January 2011 - May 2013
SEI November 2009 - January 2011
SEI September 2007 - November 2009
ECBM June 2005 - January 2007
Skills
Financial Services, Securities, Middle Office, Mutual Funds, Investments, Banking, Access, SQL, Networking, Financial Advisory, Back Office, Trading, Databases, Bloomberg, Linux, Technical Support, Finance, IT Service Management, Agile Application..., Business Analysis, Asset Management
Education
East Stroudsburg University of Pennsylvania 2000 — 2004
Bachelor of Science, Business Management
Plymouth Whitemarsh High School 1996 — 1999
SEI July 2014 - February 2015
SEI September 2007 - February 2015
SEI April 2014 - July 2014
SEI May 2013 - April 2014
SEI January 2011 - May 2013
SEI November 2009 - January 2011
SEI September 2007 - November 2009
ECBM June 2005 - January 2007
Skills
Financial Services, Securities, Middle Office, Mutual Funds, Investments, Banking, Access, SQL, Networking, Financial Advisory, Back Office, Trading, Databases, Bloomberg, Linux, Technical Support, Finance, IT Service Management, Agile Application..., Business Analysis, Asset Management
Education
East Stroudsburg University of Pennsylvania 2000 — 2004
Bachelor of Science, Business Management
Plymouth Whitemarsh High School 1996 — 1999
Wayne Pittman Wayne Pittman's SEI Experience June 2012 - Present
Job Engineer
Industry Design
Experience
SEI June 2012 - Present
WaferGen Biosystems December 2006 - May 2010
Senah Inc September 2003 - December 2006
Sensotec Corporation July 2001 - September 2003
Wireless Data Corporation January 1990 - June 2001
Acurex Corporation October 1977 - December 1989
Skills
Engineering Management, Validation, Biotechnology, Design for Manufacturing, Lifesciences, Manufacturing..., Product Management, Cross-functional Team..., Solidworks
Education
DeVry Institute of Technology
Bachelors of Science, Electronic Engineering Technology
SEI June 2012 - Present
WaferGen Biosystems December 2006 - May 2010
Senah Inc September 2003 - December 2006
Sensotec Corporation July 2001 - September 2003
Wireless Data Corporation January 1990 - June 2001
Acurex Corporation October 1977 - December 1989
Skills
Engineering Management, Validation, Biotechnology, Design for Manufacturing, Lifesciences, Manufacturing..., Product Management, Cross-functional Team..., Solidworks
Education
DeVry Institute of Technology
Bachelors of Science, Electronic Engineering Technology
Yayu Ma Yayu Ma's SEI Experience September 2013 - March 2014
Job Aspiring Accountant
Industry Accounting
Experience
Duane Morris Tax Accounting Group January 2015 - May 2015
SEI September 2013 - March 2014
Jacobs Management Group September 2012 - March 2013
Skills
PowerPoint, Accounting, Account Reconciliation, Microsoft Office, Microsoft Excel, Research, Microsoft Word, Photoshop, Microsoft Office..., Accounts Payable, Citrix, Revenue Analysis, Chinese, Japanese, Korean, English, Financial Analysis, Financial Reporting, Teamwork, Management, Auditing
Education
Drexel University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Major in Accounting and International Business
Duane Morris Tax Accounting Group January 2015 - May 2015
SEI September 2013 - March 2014
Jacobs Management Group September 2012 - March 2013
Skills
PowerPoint, Accounting, Account Reconciliation, Microsoft Office, Microsoft Excel, Research, Microsoft Word, Photoshop, Microsoft Office..., Accounts Payable, Citrix, Revenue Analysis, Chinese, Japanese, Korean, English, Financial Analysis, Financial Reporting, Teamwork, Management, Auditing
Education
Drexel University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Major in Accounting and International Business
Angel Gaffney Angel Gaffney's SEI Experience March 2014 - Present
Job Mutual Fund Analyst
Industry Financial Services
Experience
SEI March 2014 - Present
Citco Fund Services October 2013 - March 2014
East Stroudsburg University May 2010 - August 2012
Skills
Statistics, Research, Microsoft Office, PowerPoint, Microsoft Word, Financial Reporting, Public Speaking, Teamwork, Time Management, Customer Service
Education
East Stroudsburg University of Pennsylvania 2009 — 2013
Bachelor's Degree, Applied Mathematics
SEI March 2014 - Present
Citco Fund Services October 2013 - March 2014
East Stroudsburg University May 2010 - August 2012
Skills
Statistics, Research, Microsoft Office, PowerPoint, Microsoft Word, Financial Reporting, Public Speaking, Teamwork, Time Management, Customer Service
Education
East Stroudsburg University of Pennsylvania 2009 — 2013
Bachelor's Degree, Applied Mathematics
Vincent Ly's SEI Experience April 2013 - July 2014
Job Senior Investment Accountant
Industry Financial Services
Experience
BNY Mellon August 2014 - April 2015
SEI April 2013 - July 2014
Barrack, Rodos & Bacine October 2010 - April 2013
Robert C Olivieri, PC December 2008 - March 2010
Resource International, Inc. September 2007 - May 2008
Skills
QuickBooks, HTML, MS Office Suite, T-SQL, InvestOne, Macros
Education
Drexel University - College of Business and Administration
Bachelor of Science, Finance & Accountancy
BNY Mellon August 2014 - April 2015
SEI April 2013 - July 2014
Barrack, Rodos & Bacine October 2010 - April 2013
Robert C Olivieri, PC December 2008 - March 2010
Resource International, Inc. September 2007 - May 2008
Skills
QuickBooks, HTML, MS Office Suite, T-SQL, InvestOne, Macros
Education
Drexel University - College of Business and Administration
Bachelor of Science, Finance & Accountancy
Aditya Vikram Kashyap's SEI Experience September 2012 - January 2013
Job Department of General Assembly at United Nations
Industry International Affairs
Experience
United Nations May 2015 - Present
Drexel University August 2013 - January 2014
Drexel University November 2012 - December 2013
SEI September 2012 - January 2013
Drexel University's LeBow College of Business October 2011 - March 2012
UBS Wealth Management August 2011 - September 2011
Ernst & Young May 2009 - July 2009
Skills
Data Analysis, Analytics, Marketing Research, Management Consulting, Leadership, Research, Analysis, Management, Microsoft Office, Business Development, Financial Analysis, Finance, Training, Business Strategy, Case Managment, Marketing, Strategy, Strategic Planning, Project Management, Business Analysis, Financial Modeling, Marketing Strategy, Risk Management, Financial Accounting, Process Improvement, Economics, SPSS
Education
New York University 2015 — 2016
Master of Science (M.S.) Risk Management & Business Strategy
Drexel University 2010 — 2013
Bachelor of Science in Business Administration (B.S.B.A.)
United Nations May 2015 - Present
Drexel University August 2013 - January 2014
Drexel University November 2012 - December 2013
SEI September 2012 - January 2013
Drexel University's LeBow College of Business October 2011 - March 2012
UBS Wealth Management August 2011 - September 2011
Ernst & Young May 2009 - July 2009
Skills
Data Analysis, Analytics, Marketing Research, Management Consulting, Leadership, Research, Analysis, Management, Microsoft Office, Business Development, Financial Analysis, Finance, Training, Business Strategy, Case Managment, Marketing, Strategy, Strategic Planning, Project Management, Business Analysis, Financial Modeling, Marketing Strategy, Risk Management, Financial Accounting, Process Improvement, Economics, SPSS
Education
New York University 2015 — 2016
Master of Science (M.S.) Risk Management & Business Strategy
Drexel University 2010 — 2013
Bachelor of Science in Business Administration (B.S.B.A.)
Jamie Strausbaugh Jamie Strausbaugh's SEI Experience December 2013 - March 2014
Job MS in Information Systems
Industry E-Learning
Experience
SEI December 2013 - March 2014
BDDW July 2012 - July 2013
Bancroft August 2009 - July 2012
Bancroft April 2011 - March 2012
Skills
Furniture, Customer Service, Microsoft Office, Sales Management, Strategic Planning, Space planning, Microsoft Excel, Negotiation, Account Management, Clinical Research, Healthcare, Research, PowerPoint, Public Speaking, Psychology, Project Management, Editing
Education
Drexel University 2013 — 2015
Information Systems
Drew University 2005 — 2009
Bachelor of Arts (B.A.), Psychology
Drexel University
Educational/Instructional Technology, Instructional Design
SEI December 2013 - March 2014
BDDW July 2012 - July 2013
Bancroft August 2009 - July 2012
Bancroft April 2011 - March 2012
Skills
Furniture, Customer Service, Microsoft Office, Sales Management, Strategic Planning, Space planning, Microsoft Excel, Negotiation, Account Management, Clinical Research, Healthcare, Research, PowerPoint, Public Speaking, Psychology, Project Management, Editing
Education
Drexel University 2013 — 2015
Information Systems
Drew University 2005 — 2009
Bachelor of Arts (B.A.), Psychology
Drexel University
Educational/Instructional Technology, Instructional Design
Andrew Wirt Andrew Wirt's SEI Experience July 2013 - August 2013
Job
Industry Accounting
Experience
SEI July 2013 - August 2013
University of Pennsylvania Health System June 2012 - August 2012
Philadelphia Water Department March 2009 - September 2009
University of Pennsylvania March 2008 - September 2008
Education
Drexel University - College of Business and Administration 2007 — 2011
BSBA, Accounting
SEI July 2013 - August 2013
University of Pennsylvania Health System June 2012 - August 2012
Philadelphia Water Department March 2009 - September 2009
University of Pennsylvania March 2008 - September 2008
Education
Drexel University - College of Business and Administration 2007 — 2011
BSBA, Accounting
Christine Santucci (Jacobo), MBA Christine Santucci (Jacobo), MBA's SEI Experience September 2006 - July 2008
Job Inventory Planner at Haas Group International
Industry Logistics and Supply Chain
Experience
Haas Group International February 2013 - Present
Haas Group International October 2011 - January 2013
Quest Diagnostics August 2008 - September 2011
SEI September 2006 - July 2008
Skills
Supply Chain Management, Inventory Management, Procurement, Analysis, Materials Management, Supply Chain, Sourcing, Cross-functional Team..., Start-ups, Quality Assurance, Pricing, Demand Planning, Contract Negotiation, Information Technology, Process Improvement, Purchasing, Management
Education
University of Phoenix 2012 — 2014
Master of Business Administration (M.B.A.), Global Supply Chain Management
Duquesne University 2002 — 2006
Bachelor of Business Administration (BBA), Logistics, Materials, and Supply Chain Management
Haas Group International February 2013 - Present
Haas Group International October 2011 - January 2013
Quest Diagnostics August 2008 - September 2011
SEI September 2006 - July 2008
Skills
Supply Chain Management, Inventory Management, Procurement, Analysis, Materials Management, Supply Chain, Sourcing, Cross-functional Team..., Start-ups, Quality Assurance, Pricing, Demand Planning, Contract Negotiation, Information Technology, Process Improvement, Purchasing, Management
Education
University of Phoenix 2012 — 2014
Master of Business Administration (M.B.A.), Global Supply Chain Management
Duquesne University 2002 — 2006
Bachelor of Business Administration (BBA), Logistics, Materials, and Supply Chain Management
Gerard Sweeney jr's SEI Experience May 2013 - September 2013
Job Financial Analyst at Cushman & Wakefield
Industry Real Estate
Experience
Cushman & Wakefield March 2015 - Present
Valley Forge Asset Management December 2013 - March 2015
SEI May 2013 - September 2013
Thomas Jefferson University Hospitals June 2007 - October 2007
Skills
Auditing, Accounting, Tax, Mergers & Acquisitions, Analysis, Data Entry, Revenue Recognition, Software Documentation, Internal Controls, Financial Accounting, External Audit, GAAP, Financial Reporting, Sarbanes-Oxley Act, US GAAP, Finance
Education
Drexel University 2007 — 2010
BS; degree, Accounting; Accounting/Business
Hofstra University
Account
Cushman & Wakefield March 2015 - Present
Valley Forge Asset Management December 2013 - March 2015
SEI May 2013 - September 2013
Thomas Jefferson University Hospitals June 2007 - October 2007
Skills
Auditing, Accounting, Tax, Mergers & Acquisitions, Analysis, Data Entry, Revenue Recognition, Software Documentation, Internal Controls, Financial Accounting, External Audit, GAAP, Financial Reporting, Sarbanes-Oxley Act, US GAAP, Finance
Education
Drexel University 2007 — 2010
BS; degree, Accounting; Accounting/Business
Hofstra University
Account
Sandra Spengeman's SEI Experience June 2015 - Present
Job Internal Account Executive at SEI
Industry Financial Services
Experience
SEI June 2015 - Present
Elon University September 2014 - May 2015
SEI June 2014 - August 2014
Peapack-Gladstone Bank May 2012 - September 2013
Ralph Lauren June 2009 - August 2011
Education
Elon University - Martha and Spencer Love School of Business 2011 — 2015
BSBA, Finance, Cum Laude
Dublin Business School
Finance, Economics, Irish Culture
SEI June 2015 - Present
Elon University September 2014 - May 2015
SEI June 2014 - August 2014
Peapack-Gladstone Bank May 2012 - September 2013
Ralph Lauren June 2009 - August 2011
Education
Elon University - Martha and Spencer Love School of Business 2011 — 2015
BSBA, Finance, Cum Laude
Dublin Business School
Finance, Economics, Irish Culture
Jordan Salomone's SEI Experience July 2015 - Present
Job SEI Wealth Platform Training & Development
Industry Financial Services
Experience
SEI July 2015 - Present
SEI April 2014 - July 2015
SEI September 2011 - April 2014
Skills
Finance, Mutual Funds, Customer Service, Asset Management, Investments, Portfolio Management, Leadership, Relationship Management, Microsoft Excel, Financial Services
Education
Drexel University 2012 — 2014
Master's degree, Human Resources Development, 4.0
Kutztown University of Pennsylvania 2006 — 2010
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
SEI July 2015 - Present
SEI April 2014 - July 2015
SEI September 2011 - April 2014
Skills
Finance, Mutual Funds, Customer Service, Asset Management, Investments, Portfolio Management, Leadership, Relationship Management, Microsoft Excel, Financial Services
Education
Drexel University 2012 — 2014
Master's degree, Human Resources Development, 4.0
Kutztown University of Pennsylvania 2006 — 2010
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Aaron Proctor Aaron Proctor's SEI Experience September 2009 - March 2010
Job Accounting Professional
Industry Accounting
Experience
Comcast Cable December 2014 - Present
Nobel Learning Communities August 2011 - December 2014
SEI September 2009 - March 2010
Morgan, Lewis & Bockius LLP September 2008 - March 2009
IKON Office Solutions September 2007 - August 2008
Skills
Microsoft Excel, Accounting, Microsoft Word, Financial Analysis, Financial Accounting, NetSuite, Sage FAS Fixed Assets, Adaptive Insights, ADP General Ledger, ADP Reporting, Trintech Bank...
Education
Drexel University 2006 — 2011
BS Business Administration-Concentration Accounting
Comcast Cable December 2014 - Present
Nobel Learning Communities August 2011 - December 2014
SEI September 2009 - March 2010
Morgan, Lewis & Bockius LLP September 2008 - March 2009
IKON Office Solutions September 2007 - August 2008
Skills
Microsoft Excel, Accounting, Microsoft Word, Financial Analysis, Financial Accounting, NetSuite, Sage FAS Fixed Assets, Adaptive Insights, ADP General Ledger, ADP Reporting, Trintech Bank...
Education
Drexel University 2006 — 2011
BS Business Administration-Concentration Accounting
Brian Ilsley's SEI Experience June 2015 - Present
Job Fund Accountant at SEI
Industry Accounting
Experience
SEI June 2015 - Present
GSK March 2014 - December 2014
Skills
Microsoft Office, Accounting, Teamwork, PowerPoint, Research, Public Speaking, Financial Accounting, Financial Analysis, Financial Reporting, Windows, Leadership, Microsoft Word, Outlook, Social Media, Event Planning, Project Management, Analysis, Microsoft Excel
Education
Drexel University 2011 — 2015
SEI June 2015 - Present
GSK March 2014 - December 2014
Skills
Microsoft Office, Accounting, Teamwork, PowerPoint, Research, Public Speaking, Financial Accounting, Financial Analysis, Financial Reporting, Windows, Leadership, Microsoft Word, Outlook, Social Media, Event Planning, Project Management, Analysis, Microsoft Excel
Education
Drexel University 2011 — 2015
David De Witt David De Witt's SEI Experience December 2014 - Present
Job Fund Accountant at SEI, Investment Manager Services
Industry Financial Services
Experience
SEI December 2014 - Present
De Witt Capital Management May 2013 - December 2014
ESF, Inc. June 2012 - August 2012
Skills
Microsoft Excel, Financial Analysis, Investments, Microsoft Office, SAS programming, Regression Analysis, Writing, Economics, Analysis, SAS Programming, Time Management, PowerPoint, Microsoft Word, Data Analysis
Education
Ursinus College 2011 — 2014
Bachelor of Arts (B.A.), Business and Economics
East Stroudsburg University of Pennsylvania 2009 — 2011
SEI December 2014 - Present
De Witt Capital Management May 2013 - December 2014
ESF, Inc. June 2012 - August 2012
Skills
Microsoft Excel, Financial Analysis, Investments, Microsoft Office, SAS programming, Regression Analysis, Writing, Economics, Analysis, SAS Programming, Time Management, PowerPoint, Microsoft Word, Data Analysis
Education
Ursinus College 2011 — 2014
Bachelor of Arts (B.A.), Business and Economics
East Stroudsburg University of Pennsylvania 2009 — 2011
Colin Farrell Colin Farrell's SEI Experience June 2015 - Present
Job Internal Account Executive SEI Advisor Netowrk
Industry Financial Services
Experience
SEI June 2015 - Present
SEI June 2013 - August 2014
Old School Lacrosse Club, Militia Lacrosse Club June 2011 - August 2012
Education
Dickinson College 2011 — 2015
Political Science, Economics
Malvern Prep 2007 — 2011
SEI June 2015 - Present
SEI June 2013 - August 2014
Old School Lacrosse Club, Militia Lacrosse Club June 2011 - August 2012
Education
Dickinson College 2011 — 2015
Political Science, Economics
Malvern Prep 2007 — 2011
Daniel Szwabiuk Daniel Szwabiuk's SEI Experience 2006 - 2006
Job Financial Services Professional
Industry Financial Services
Experience
Wells Fargo April 2015 - Present
J.P. Morgan 2014 - 2015
Financial Modeling June 2011 - April 2014
Wells Fargo Securities 2006 - 2010
SEI 2006 - 2006
Trade The News 2005 - 2006
Skills
Investments, Equities, Financial Modeling, Alternative Investments, Valuation, Hedge Funds, Asset Allocation, Bloomberg, Financial Analysis, Investment Management, Fixed Income, Investment Banking, Investment Advisory, Finance, Trading, Series 63, Equity Research, Capital Markets, Options, Strategic Financial..., Portfolio Management, Derivatives, Asset Management, Credit, Commodity, Financial Markets, Banking, Financial Structuring, Economics, Private Equity, Relationship Management, Due Diligence, Analysis, Investor Relations, Wealth Management, Bloomberg Terminal, Risk Management, Mergers & Acquisitions, Loans, New Business Development, Securities
Education
Drexel University 2010 — 2011
Master of Business Administration (MBA), MBA
Penn State University 2001 — 2005
Bachelor of Science (BS), Business/Managerial Economics
Wells Fargo April 2015 - Present
J.P. Morgan 2014 - 2015
Financial Modeling June 2011 - April 2014
Wells Fargo Securities 2006 - 2010
SEI 2006 - 2006
Trade The News 2005 - 2006
Skills
Investments, Equities, Financial Modeling, Alternative Investments, Valuation, Hedge Funds, Asset Allocation, Bloomberg, Financial Analysis, Investment Management, Fixed Income, Investment Banking, Investment Advisory, Finance, Trading, Series 63, Equity Research, Capital Markets, Options, Strategic Financial..., Portfolio Management, Derivatives, Asset Management, Credit, Commodity, Financial Markets, Banking, Financial Structuring, Economics, Private Equity, Relationship Management, Due Diligence, Analysis, Investor Relations, Wealth Management, Bloomberg Terminal, Risk Management, Mergers & Acquisitions, Loans, New Business Development, Securities
Education
Drexel University 2010 — 2011
Master of Business Administration (MBA), MBA
Penn State University 2001 — 2005
Bachelor of Science (BS), Business/Managerial Economics
Jeffrey Teti's SEI Experience December 2013 - Present
Job Investment Manager Services: Global Technology Services Team Analyst Coop
Industry Financial Services
Experience
SEI December 2013 - Present
SEI September 2012 - March 2013
SEI July 2012 - September 2012
Skills
Microsoft Excel, Leadership, Microsoft Word, Microsoft SQL Server..., Java, HTML 5, Microsoft SQL Server..., Microsoft Powerpoint, Microsoft Access, Microsoft Visual Studio, Adobe Photoshop, Adobe Dreamweaver, Social Media, Teamwork, Research, Atlassian Confluence, Atlassian JIRA
Education
Drexel University 2011 — 2016
Bachelor of Science (BS), Business Administration, Pre-Junior
Malvern Preparatory School 2004 — 2011
SEI December 2013 - Present
SEI September 2012 - March 2013
SEI July 2012 - September 2012
Skills
Microsoft Excel, Leadership, Microsoft Word, Microsoft SQL Server..., Java, HTML 5, Microsoft SQL Server..., Microsoft Powerpoint, Microsoft Access, Microsoft Visual Studio, Adobe Photoshop, Adobe Dreamweaver, Social Media, Teamwork, Research, Atlassian Confluence, Atlassian JIRA
Education
Drexel University 2011 — 2016
Bachelor of Science (BS), Business Administration, Pre-Junior
Malvern Preparatory School 2004 — 2011
Chris Telesford, MBA Chris Telesford, MBA's SEI Experience July 2012 - September 2012
Job Market Development Manager at The CocaCola Company
Industry Marketing and Advertising
Experience
The Coca-Cola Company April 2015 - Present
Comcast-Spectacor July 2013 - April 2015
Front Row Marketing Services January 2013 - June 2013
Drexel University's LeBow College of Business September 2011 - June 2013
Comcast-Spectacor September 2012 - January 2013
SEI July 2012 - September 2012
Rush Order Tees June 2012 - July 2012
Mastery Charter Schools June 2010 - June 2012
ARCHER WESTERN CONTRACTORS, LTD November 2008 - June 2010
Granite Construction June 2006 - September 2008
Education
Drexel University - College of Business and Administration 2011 — 2013
Master of Business Administration (MBA)
SYRACUSE UNIVERSITY May, 2006 L. .C Smith College of Engineering 2001 — 2006
B.S
The Coca-Cola Company April 2015 - Present
Comcast-Spectacor July 2013 - April 2015
Front Row Marketing Services January 2013 - June 2013
Drexel University's LeBow College of Business September 2011 - June 2013
Comcast-Spectacor September 2012 - January 2013
SEI July 2012 - September 2012
Rush Order Tees June 2012 - July 2012
Mastery Charter Schools June 2010 - June 2012
ARCHER WESTERN CONTRACTORS, LTD November 2008 - June 2010
Granite Construction June 2006 - September 2008
Education
Drexel University - College of Business and Administration 2011 — 2013
Master of Business Administration (MBA)
SYRACUSE UNIVERSITY May, 2006 L. .C Smith College of Engineering 2001 — 2006
B.S
Steve Binstein's SEI Experience June 2015 - August 2015
Job MBA Candidate at Drexel University
Industry Financial Services
Experience
SEI June 2015 - August 2015
Bracket February 2013 - August 2014
Ricoh USA May 2011 - January 2013
Skills
Business Analytics, Project Management, Account Management, Oracle SQL Developer, Business Analysis, Quality Assurance, Agile Methodologies, Leadership, Wealth Management, Wealth Management..., Pricing, Pricing Analysis, Google Analytics, User Stories, Management, Customer Service, Microsoft Excel, Product Development, Rally, Salesforce.com, Outlook, Document Management, Sales Process, Sales, Cold Calling, Direct Sales
Education
Drexel University 2014 — 2015
Master of Business Administration (M.B.A.), Business Analytics
Penn State University 2009 — 2011
BS, Agribusiness Management
University of Pittsburgh 2007 — 2009
Business
SEI June 2015 - August 2015
Bracket February 2013 - August 2014
Ricoh USA May 2011 - January 2013
Skills
Business Analytics, Project Management, Account Management, Oracle SQL Developer, Business Analysis, Quality Assurance, Agile Methodologies, Leadership, Wealth Management, Wealth Management..., Pricing, Pricing Analysis, Google Analytics, User Stories, Management, Customer Service, Microsoft Excel, Product Development, Rally, Salesforce.com, Outlook, Document Management, Sales Process, Sales, Cold Calling, Direct Sales
Education
Drexel University 2014 — 2015
Master of Business Administration (M.B.A.), Business Analytics
Penn State University 2009 — 2011
BS, Agribusiness Management
University of Pittsburgh 2007 — 2009
Business
Boby Abraham Boby Abraham's SEI Experience December 2014 - Present
Job Senior Financial Analyst at SEI
Industry Financial Services
Experience
SEI December 2014 - Present
SEI July 2013 - December 2014
Drexel University October 2012 - June 2013
Drexel University September 2007 - June 2013
Bristol-Myers Squibb September 2011 - March 2012
JPMorgan Chase September 2010 - March 2011
Air Management Services Laboratories September 2008 - March 2009
Hagerty Library September 2007 - June 2008
Skills
Microsoft Office, Access, Microsoft Excel, Data Analysis, Analysis, PowerPoint, Process Improvement, Microsoft Word, Financial Analysis, Outlook, Accounting, Auditing, Software Documentation, Sarbanes-Oxley Act, Leadership, Project Coordination, Research, Banking, Dreamweaver, Data Entry, Teamwork, Time Management, System Administration, Customer Service, Databases, Account Reconciliation, Budgets
Education
Drexel University 2007 — 2013
Bachelor of Science, Business Administration; Accounting
Central High School 2003 — 2007
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
SEI December 2014 - Present
SEI July 2013 - December 2014
Drexel University October 2012 - June 2013
Drexel University September 2007 - June 2013
Bristol-Myers Squibb September 2011 - March 2012
JPMorgan Chase September 2010 - March 2011
Air Management Services Laboratories September 2008 - March 2009
Hagerty Library September 2007 - June 2008
Skills
Microsoft Office, Access, Microsoft Excel, Data Analysis, Analysis, PowerPoint, Process Improvement, Microsoft Word, Financial Analysis, Outlook, Accounting, Auditing, Software Documentation, Sarbanes-Oxley Act, Leadership, Project Coordination, Research, Banking, Dreamweaver, Data Entry, Teamwork, Time Management, System Administration, Customer Service, Databases, Account Reconciliation, Budgets
Education
Drexel University 2007 — 2013
Bachelor of Science, Business Administration; Accounting
Central High School 2003 — 2007
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
Nittina Thampi's SEI Experience September 2012 - March 2013
Job Assurance Intern at McGladrey
Industry Accounting
Patrick Cortese's SEI Experience December 2012 - July 2014
Job 401(k) District Manager at ADP
Industry Financial Services
Experience
ADP July 2014 - Present
SEI December 2012 - July 2014
Social Impact Inc. November 2010 - July 2014
Vanguard July 2010 - December 2012
The Office of Congressman Tim Holden January 2008 - May 2008
Skills
Account Management, CRM, Customer Service, Finance, Financial Services, Investments, Leadership, Management, Marketing, Mutual Funds, Non-profits, Nonprofits, Research, Sales, Series 63, Strategy, Time Management, Business Development
Education
Saint Joseph's University 2011 — 2015
Master of Business Administration (M.B.A.), Finance and Marketing
Dickinson College 2003 — 2008
Bachelor of Arts, Philosophy
ADP July 2014 - Present
SEI December 2012 - July 2014
Social Impact Inc. November 2010 - July 2014
Vanguard July 2010 - December 2012
The Office of Congressman Tim Holden January 2008 - May 2008
Skills
Account Management, CRM, Customer Service, Finance, Financial Services, Investments, Leadership, Management, Marketing, Mutual Funds, Non-profits, Nonprofits, Research, Sales, Series 63, Strategy, Time Management, Business Development
Education
Saint Joseph's University 2011 — 2015
Master of Business Administration (M.B.A.), Finance and Marketing
Dickinson College 2003 — 2008
Bachelor of Arts, Philosophy
Cameron Taylor Cameron Taylor's SEI Experience August 2000 - August 2004
Job Product Strategy, Wealth & Retirement Administration at SunGard
Industry Financial Services
Experience
SunGard Financial Systems August 2014 - Present
Xinnovation Inc. May 2010 - August 2014
BNY Mellon August 2008 - May 2010
eBay October 2007 - March 2008
American Express June 2007 - August 2007
Bank of America October 2004 - May 2006
SEI August 2000 - August 2004
Skills
Pricing, Data Integration, Social Media Marketing, Banking, Go-to-market Strategy, Management, Competitive Analysis, Product Management, Product Marketing, CRM, Lead Generation, Analysis, Web Marketing, Business Development, Analytics, Sales Operations
Education
Duke University - The Fuqua School of Business 2006 — 2008
MBA
Lehigh University 1999 — 2000
MS, Management Science
Lehigh University 1995 — 1999
BS, Industrial Engineering
SunGard Financial Systems August 2014 - Present
Xinnovation Inc. May 2010 - August 2014
BNY Mellon August 2008 - May 2010
eBay October 2007 - March 2008
American Express June 2007 - August 2007
Bank of America October 2004 - May 2006
SEI August 2000 - August 2004
Skills
Pricing, Data Integration, Social Media Marketing, Banking, Go-to-market Strategy, Management, Competitive Analysis, Product Management, Product Marketing, CRM, Lead Generation, Analysis, Web Marketing, Business Development, Analytics, Sales Operations
Education
Duke University - The Fuqua School of Business 2006 — 2008
MBA
Lehigh University 1999 — 2000
MS, Management Science
Lehigh University 1995 — 1999
BS, Industrial Engineering
Victoria Sherman's SEI Experience April 2012 - September 2012
Job Fund Financial Associate at Vanguard
Industry Financial Services
Experience
Vanguard March 2014 - Present
Draeger April 2013 - September 2013
SEI April 2012 - September 2012
Citizens Bank August 2010 - March 2012
Skills
Analysis, Financial Analysis, AS400 system, SAP, Budgets, Customer Service, Microsoft Office:..., Problem Solving, Relationship Management, Global One Enterprise, Macros, Equilend, SAP Business Objects
Education
Drexel University - College of Business and Administration 2011 — 2014
BSBA, Finance, General
Vanguard March 2014 - Present
Draeger April 2013 - September 2013
SEI April 2012 - September 2012
Citizens Bank August 2010 - March 2012
Skills
Analysis, Financial Analysis, AS400 system, SAP, Budgets, Customer Service, Microsoft Office:..., Problem Solving, Relationship Management, Global One Enterprise, Macros, Equilend, SAP Business Objects
Education
Drexel University - College of Business and Administration 2011 — 2014
BSBA, Finance, General
Daniel McNichol Daniel McNichol's SEI Experience 2008 - 2010
Job Billing Analyst at Independence Blue Cross
Industry Financial Services
Experience
Aberdeen Asset Management 2015 - Present
Comcast Business March 2014 - March 2015
TABcom,LLC April 2013 - March 2014
Independence Blue Cross February 2012 - April 2013
Radian May 2010 - September 2011
SEI 2008 - 2010
The Children's Hospital of Philadelphia September 2006 - February 2007
Prudential Fox and Roach Realtors September 2005 - February 2006
Skills
SQL, VBA, Microsoft Office, Google Analytics
Education
Drexel University - LeBow College of Business 2003 — 2008
BS, Finance
Drexel University
Aberdeen Asset Management 2015 - Present
Comcast Business March 2014 - March 2015
TABcom,LLC April 2013 - March 2014
Independence Blue Cross February 2012 - April 2013
Radian May 2010 - September 2011
SEI 2008 - 2010
The Children's Hospital of Philadelphia September 2006 - February 2007
Prudential Fox and Roach Realtors September 2005 - February 2006
Skills
SQL, VBA, Microsoft Office, Google Analytics
Education
Drexel University - LeBow College of Business 2003 — 2008
BS, Finance
Drexel University
Christopher Arizin's SEI Experience 1997 - Present
Job Managing Director at SEI
Industry Financial Services
Experience
SEI 1997 - Present
SEI Investments 1997 - 2008
GE Medical Systems 1990 - 1997
Education
Villanova University 1992 — 1996
MBA, Commerce and Finance
Drexel University 1985 — 1990
Commerce and Engineering
Cardinal O'Hara High School 1981 — 1985
SEI 1997 - Present
SEI Investments 1997 - 2008
GE Medical Systems 1990 - 1997
Education
Villanova University 1992 — 1996
MBA, Commerce and Finance
Drexel University 1985 — 1990
Commerce and Engineering
Cardinal O'Hara High School 1981 — 1985
Brian P. Galm's SEI Experience August 2008 - March 2011
Job CA Manager at SEI Investments
Industry Financial Services
Experience
SEI Investments March 2011 - Present
SEI August 2008 - March 2011
SEI August 2006 - October 2008
SEI June 2007 - August 2008
Skills
Fixed Income, Mutual Funds, Analysis, Management, Corporate Actions, Account Reconciliation, Training, Securities, Investments, Budgets, Mergers & Acquisitions, Financial Risk, Options, Bloomberg, Hedge Funds, Banking, Portfolio Management, Equities, Asset Management, Financial Services, Alternative Investments
Education
Drexel University - LeBow College of Business 2010 — 2011
ABC, Advanced Business Certification - Entrepreneurship
Villanova University 2009 — 2009
PMP, Project Management Professional Program
Saint Joseph's University - Erivan K. Haub School of Business 2007 — 2008
Masters in Finance
West Chester University of Pennsylvania 2005 — 2007
MBA
West Chester University of Pennsylvania 1999 — 2003
BS, Management/Finance
SEI Investments March 2011 - Present
SEI August 2008 - March 2011
SEI August 2006 - October 2008
SEI June 2007 - August 2008
Skills
Fixed Income, Mutual Funds, Analysis, Management, Corporate Actions, Account Reconciliation, Training, Securities, Investments, Budgets, Mergers & Acquisitions, Financial Risk, Options, Bloomberg, Hedge Funds, Banking, Portfolio Management, Equities, Asset Management, Financial Services, Alternative Investments
Education
Drexel University - LeBow College of Business 2010 — 2011
ABC, Advanced Business Certification - Entrepreneurship
Villanova University 2009 — 2009
PMP, Project Management Professional Program
Saint Joseph's University - Erivan K. Haub School of Business 2007 — 2008
Masters in Finance
West Chester University of Pennsylvania 2005 — 2007
MBA
West Chester University of Pennsylvania 1999 — 2003
BS, Management/Finance
Henry Boardman's SEI Experience 1989 - 1992
Job Senior Consultant at Perceptive Software
Industry Computer Software
Experience
Perceptive Software March 2012 - Present
Nolij Corporation February 2012 - July 2012
Nolij Corp February 2012 - May 2012
Davidson College 1998 - 2006
UMI Publications 1993 - 1998
TrainingVisions 1992 - 1993
Network Computing Corp 1990 - 1993
SEI 1989 - 1992
Sykes Enterprises, Inc. 1989 - 1992
Skills
Public Speaking, HTML, Databases, Project Management, Business Analysis, ASP, Web Design, Perl, XML, SQL, JavaScript, Agile Methodologies, Software Development, Software Documentation, Enterprise Software, Management, Java, Integration, Microsoft SQL Server, Web Services, Program Management, SharePoint, Higher Education, SaaS, Visio
Education
East Carolina University 1983 — 1988
BA, English
Loyola University New Orleans 1986 — 1987
Communications
Perceptive Software March 2012 - Present
Nolij Corporation February 2012 - July 2012
Nolij Corp February 2012 - May 2012
Davidson College 1998 - 2006
UMI Publications 1993 - 1998
TrainingVisions 1992 - 1993
Network Computing Corp 1990 - 1993
SEI 1989 - 1992
Sykes Enterprises, Inc. 1989 - 1992
Skills
Public Speaking, HTML, Databases, Project Management, Business Analysis, ASP, Web Design, Perl, XML, SQL, JavaScript, Agile Methodologies, Software Development, Software Documentation, Enterprise Software, Management, Java, Integration, Microsoft SQL Server, Web Services, Program Management, SharePoint, Higher Education, SaaS, Visio
Education
East Carolina University 1983 — 1988
BA, English
Loyola University New Orleans 1986 — 1987
Communications
Tim Acree's SEI Experience January 2013 - March 2013
Job Analyst at Franklin Park
Industry Financial Services
Experience
Franklin Park March 2013 - Present
SEI January 2013 - March 2013
SEI May 2009 - January 2013
SEI Investments 2008 - 2009
SEI Investments July 2007 - 2008
Education
Denison University 2003 — 2007
Franklin Park March 2013 - Present
SEI January 2013 - March 2013
SEI May 2009 - January 2013
SEI Investments 2008 - 2009
SEI Investments July 2007 - 2008
Education
Denison University 2003 — 2007
Barbara Rushing's SEI Experience 2000 - 2009
Job Wealth Planning Consultant
Industry Financial Services
Experience
Wealth Planning and Product Management Consultant January 2013 - Present
First Niagara Financial Group January 2011 - December 2012
Rushing Planning Services January 2010 - January 2011
SEI Private Trust Company October 2000 - December 2009
SEI 2000 - 2009
MetLife Trust Company August 1998 - October 2000
American Express Trust Company June 1997 - July 1998
Rushing May 1989 - May 1997
M. Weisser, Inc January 1987 - January 1989
IDS Financial Services January 1981 - January 1987
Skills
Strategic Financial..., Investments
Education
The American College 2007 — 2008
CAP, Philanthropy
University of Wisconsin 1967 — 1968
M.A, Counseling and Behavioral Studies
Duke University 1962 — 1966
Bachelor of Arts
Duke University 1962 — 1966
B.A, Sociology
Wealth Planning and Product Management Consultant January 2013 - Present
First Niagara Financial Group January 2011 - December 2012
Rushing Planning Services January 2010 - January 2011
SEI Private Trust Company October 2000 - December 2009
SEI 2000 - 2009
MetLife Trust Company August 1998 - October 2000
American Express Trust Company June 1997 - July 1998
Rushing May 1989 - May 1997
M. Weisser, Inc January 1987 - January 1989
IDS Financial Services January 1981 - January 1987
Skills
Strategic Financial..., Investments
Education
The American College 2007 — 2008
CAP, Philanthropy
University of Wisconsin 1967 — 1968
M.A, Counseling and Behavioral Studies
Duke University 1962 — 1966
Bachelor of Arts
Duke University 1962 — 1966
B.A, Sociology
Andrea Schwindt's SEI Experience May 2000 - October 2003
Job Legal Services Manager at SEI
Industry Financial Services
Experience
SEI Investments October 2003 - Present
SEI May 2000 - October 2003
Education
Dickinson Law 1999 — 2001
Penn State University 1995 — 1999
SEI Investments October 2003 - Present
SEI May 2000 - October 2003
Education
Dickinson Law 1999 — 2001
Penn State University 1995 — 1999
Janet Bushick's SEI Experience 1991 - 1993
Job Assistant Controller
Industry Investment Management
Experience
Board of Pensions of the Presbyterian Church February 2008 - Present
Dupont Capital Management July 2005 - February 2008
DuPont Capital Management July 2002 - February 2005
PFPC August 1995 - July 2002
Zelenkofske Axlerod & Co, Ltd. January 1994 - July 1995
SEI 1991 - 1993
Skills
Analysis, Asset Management, Financial Analysis
Education
Drexel University 2004 — 2007
MBA
Pennsylvania State University 1986 — 1991
accounting
Board of Pensions of the Presbyterian Church February 2008 - Present
Dupont Capital Management July 2005 - February 2008
DuPont Capital Management July 2002 - February 2005
PFPC August 1995 - July 2002
Zelenkofske Axlerod & Co, Ltd. January 1994 - July 1995
SEI 1991 - 1993
Skills
Analysis, Asset Management, Financial Analysis
Education
Drexel University 2004 — 2007
MBA
Pennsylvania State University 1986 — 1991
accounting
A.J. Anderson's SEI Experience January 2008 - February 2010
Job Facilities Lead at Palantir Technologies
Industry Computer Software
Experience
Palantir Technologies March 2010 - Present
SEI January 2008 - February 2010
Blank Rome LLP September 2005 - May 2006
Duane Morris LLP September 2004 - April 2005
Dorland Healthcare Information September 2003 - June 2004
Education
Drexel University - LeBow College of Business 2002 — 2007
B.S., Finance, Marketing
Ocean Township High School 2000 — 2002
Palantir Technologies March 2010 - Present
SEI January 2008 - February 2010
Blank Rome LLP September 2005 - May 2006
Duane Morris LLP September 2004 - April 2005
Dorland Healthcare Information September 2003 - June 2004
Education
Drexel University - LeBow College of Business 2002 — 2007
B.S., Finance, Marketing
Ocean Township High School 2000 — 2002
Luke Kwiecinski's SEI Experience June 2015 - Present
Job Microsoft Infrastructure Architect
Industry Information Technology and Services
Experience
SEI June 2015 - Present
Anexinet June 2013 - June 2015
Core BTS March 2013 - July 2013
Pet Food Direct, Inc August 2009 - March 2013
BDP International 2008 - August 2009
Xanadoo December 2004 - September 2008
Pegasus Communications December 2004 - 2007
Comcast Cable March 2004 - October 2004
BID Automation 1999 - 2003
Skills
Cisco Switches, ASA, Linux, Windows Server, Microsoft Exchange, Virtualization, Storage Area Networks, Asterisk, Active Directory, Load Balancing, Routing, SQL Server, E-commerce, Web Servers, Microsoft SQL Server, Network Engineering, Network Administration, Cisco Nexus, VoIP, DNS, Citrix, Networking, VMware ESX, Infrastructure, IIS, Microsoft Technologies, SAN
Education
Drexel University 2002 — 2007
BS, Information Systems
University of Pennsylvania 2001 — 2002
B.S., Mechanical Engineering and Applied Mechanics
SEI June 2015 - Present
Anexinet June 2013 - June 2015
Core BTS March 2013 - July 2013
Pet Food Direct, Inc August 2009 - March 2013
BDP International 2008 - August 2009
Xanadoo December 2004 - September 2008
Pegasus Communications December 2004 - 2007
Comcast Cable March 2004 - October 2004
BID Automation 1999 - 2003
Skills
Cisco Switches, ASA, Linux, Windows Server, Microsoft Exchange, Virtualization, Storage Area Networks, Asterisk, Active Directory, Load Balancing, Routing, SQL Server, E-commerce, Web Servers, Microsoft SQL Server, Network Engineering, Network Administration, Cisco Nexus, VoIP, DNS, Citrix, Networking, VMware ESX, Infrastructure, IIS, Microsoft Technologies, SAN
Education
Drexel University 2002 — 2007
BS, Information Systems
University of Pennsylvania 2001 — 2002
B.S., Mechanical Engineering and Applied Mechanics
Jeff Mihocko's SEI Experience 2013 - Present
Job Fixed Income Portfolio Manager at SEI Investments
Industry Investment Management
Experience
SEI 2013 - Present
SEI Investments September 2009 - 2013
SEI Investments June 2007 - September 2009
SEI April 2005 - June 2007
Skills
Fixed Income, Portfolio Management, Investments, Series 7, Securities, Mutual Funds, Bonds, Bloomberg, Trading, Asset Allocation, Asset Management, Bloomberg Terminal, Series 66, Excel, Economics, Microsoft Office, Capital Markets, Leadership
Education
Duke University - The Fuqua School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Global MBA program with residencies in China, Chile, India, Turkey, and the U.S.
Duquesne University 2000 — 2004
Bachelor’s Degree, Double Major: Finance and Investment Management
SEI 2013 - Present
SEI Investments September 2009 - 2013
SEI Investments June 2007 - September 2009
SEI April 2005 - June 2007
Skills
Fixed Income, Portfolio Management, Investments, Series 7, Securities, Mutual Funds, Bonds, Bloomberg, Trading, Asset Allocation, Asset Management, Bloomberg Terminal, Series 66, Excel, Economics, Microsoft Office, Capital Markets, Leadership
Education
Duke University - The Fuqua School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Global MBA program with residencies in China, Chile, India, Turkey, and the U.S.
Duquesne University 2000 — 2004
Bachelor’s Degree, Double Major: Finance and Investment Management
Roy Pepito's SEI Experience 1990 - Present
Job Technical client service Representative at SEI Investments
Industry Fishery
Experience
SEI Investments Professional ServicesSEI Corporation Oaks, PA 194561991 - Present
SEI 1990 - Present
Skills
Mutual Funds, Microsoft Excel, Investments, Business Analysis, Wealth Management, Portfolio Management, Financial Services, Strategic Planning, Process Improvement, Change Management, Banking, Financial Analysis, Client Service Oriented
Education
Drexel University
SEI Investments Professional ServicesSEI Corporation Oaks, PA 194561991 - Present
SEI 1990 - Present
Skills
Mutual Funds, Microsoft Excel, Investments, Business Analysis, Wealth Management, Portfolio Management, Financial Services, Strategic Planning, Process Improvement, Change Management, Banking, Financial Analysis, Client Service Oriented
Education
Drexel University
Carol Goldstein's SEI Experience December 2011 - December 2013
Job Marketing Communications Specialist at PMI
Industry Nonprofit Organization Management
Experience
Project Management Institute May 2015 - Present
Bank of America January 2014 - Present
SEI December 2011 - December 2013
SEI February 2009 - December 2011
Philadelphia Direct Marketing Association May 2008 - 2010
SEI March 2008 - February 2009
Independence Blue Cross May 2004 - March 2008
DMW Direct (& formerly The McClure Group) 1999 - 2004
DMW Direct (& formerly The McClure Group) 1996 - 1999
DMW Direct (& formerly The McClure Group) 1994 - 1996
Skills
Direct Marketing, Marketing, Time Management, Integrated Marketing, Email Marketing, Marketing Communications, Direct Mail, Financial Services, Marketing Strategy, Lead Generation, Digital Marketing, Advertising, CRM, Strategy, Account Management, Social Media Marketing, Multi-channel Marketing, Analytics, Brand Development, Strategic Planning, Portfolio Management, Brand Management
Education
Drexel University - College of Business and Administration 1981 — 1986
Bachelor of Science, Marketing
Project Management Institute May 2015 - Present
Bank of America January 2014 - Present
SEI December 2011 - December 2013
SEI February 2009 - December 2011
Philadelphia Direct Marketing Association May 2008 - 2010
SEI March 2008 - February 2009
Independence Blue Cross May 2004 - March 2008
DMW Direct (& formerly The McClure Group) 1999 - 2004
DMW Direct (& formerly The McClure Group) 1996 - 1999
DMW Direct (& formerly The McClure Group) 1994 - 1996
Skills
Direct Marketing, Marketing, Time Management, Integrated Marketing, Email Marketing, Marketing Communications, Direct Mail, Financial Services, Marketing Strategy, Lead Generation, Digital Marketing, Advertising, CRM, Strategy, Account Management, Social Media Marketing, Multi-channel Marketing, Analytics, Brand Development, Strategic Planning, Portfolio Management, Brand Management
Education
Drexel University - College of Business and Administration 1981 — 1986
Bachelor of Science, Marketing
Paul Klauder's SEI Experience May 1993 - Present
Job Managing Director at SEI
Industry Financial Services
Experience
SEI May 1993 - Present
Arthur Andersen & Company June 1989 - May 1993
Skills
New Business Development, Mutual Funds, Asset Management, Investments, Financial Services, Series 7, Securities, Portfolio Management, Financial Analysis, Investment Advisory, Due Diligence
Education
DeSales University 1985 — 1989
Bachelor of Science (BS), Accounting and Computer Science
Archbishop Wood High School 1981 — 1985
SEI May 1993 - Present
Arthur Andersen & Company June 1989 - May 1993
Skills
New Business Development, Mutual Funds, Asset Management, Investments, Financial Services, Series 7, Securities, Portfolio Management, Financial Analysis, Investment Advisory, Due Diligence
Education
DeSales University 1985 — 1989
Bachelor of Science (BS), Accounting and Computer Science
Archbishop Wood High School 1981 — 1985
Daniel Lavelle's SEI Experience October 2012 - Present
Job Relationship Manager, Private Banking at SEI
Industry Financial Services
Experience
SEI October 2012 - Present
SEI Investments July 2007 - December 2012
SEI July 2007 - April 2010
Millett Enterprises March 2005 - June 2007
McNeil Consumer & Specialty Pharmaceuticals September 2005 - March 2006
DuPont September 2004 - March 2005
Skills
Portfolio Management, Product Development, Customer Relations, Excel, Asset Management, Word, Microsoft Office, Business Analysis, New Business Development, Account Management, PowerPoint, Sales Management, Public Speaking, Product Management, Investments, Event Planning, Financial Analysis, Outlook, Customer Service, Microsoft Excel, Financial Services, Management, Risk Management
Education
Villanova University 2011 — 2015
Master of Business Administration (M.B.A.), Finance, Strategic Management
Drexel University 2002 — 2007
BS, Marketing
Drexel University - College of Business and Administration 2002 — 2007
Bachelor of Science (B.S.), Marketing
Dunmore High School 1999 — 2002
Diploma
SEI October 2012 - Present
SEI Investments July 2007 - December 2012
SEI July 2007 - April 2010
Millett Enterprises March 2005 - June 2007
McNeil Consumer & Specialty Pharmaceuticals September 2005 - March 2006
DuPont September 2004 - March 2005
Skills
Portfolio Management, Product Development, Customer Relations, Excel, Asset Management, Word, Microsoft Office, Business Analysis, New Business Development, Account Management, PowerPoint, Sales Management, Public Speaking, Product Management, Investments, Event Planning, Financial Analysis, Outlook, Customer Service, Microsoft Excel, Financial Services, Management, Risk Management
Education
Villanova University 2011 — 2015
Master of Business Administration (M.B.A.), Finance, Strategic Management
Drexel University 2002 — 2007
BS, Marketing
Drexel University - College of Business and Administration 2002 — 2007
Bachelor of Science (B.S.), Marketing
Dunmore High School 1999 — 2002
Diploma
Anthony Honko's SEI Experience 1997 - 1998
Job Portfolio Manager at Standish Asset Management
Industry Investment Management
Experience
Standish Mellon Asset Management January 2013 - Present
BNY Mellon January 2007 - December 2012
Federated Investors November 1998 - January 2007
SEI 1997 - 1998
Skills
Portfolio Management, Fixed Income, Bloomberg, Equities, Hedge Funds, Alternative Investments, Asset Management, Derivatives, Asset Allocation, Capital Markets, Mutual Funds, Securities, Investments, Bonds, Investment Management
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2000 — 2003
MBA, Economics
DeSales University 1993 — 1997
BS, Finance
Standish Mellon Asset Management January 2013 - Present
BNY Mellon January 2007 - December 2012
Federated Investors November 1998 - January 2007
SEI 1997 - 1998
Skills
Portfolio Management, Fixed Income, Bloomberg, Equities, Hedge Funds, Alternative Investments, Asset Management, Derivatives, Asset Allocation, Capital Markets, Mutual Funds, Securities, Investments, Bonds, Investment Management
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2000 — 2003
MBA, Economics
DeSales University 1993 — 1997
BS, Finance
Amy Hoh's SEI Experience 2010 - 2012
Job Student at Drexel University
Industry Financial Services
Experience
SEI 2010 - 2012
BlackRock April 2007 - September 2007
SES Americom April 2006 - September 2006
Education
Drexel University 2004 — 2008
SEI 2010 - 2012
BlackRock April 2007 - September 2007
SES Americom April 2006 - September 2006
Education
Drexel University 2004 — 2008
Brandon Bates's SEI Experience July 2006 - Present
Job Senior Product Manager at SEI
Industry Financial Services
Experience
SEI July 2006 - Present
SEI January 2000 - June 2006
SEI June 1996 - December 1999
Skills
Product Management, Project Management, Financial Services, Management, Mutual Funds, Strategic Financial..., Portfolio Management, Product Development, Financial Analysis, Equities, Financial Planning
Education
Saint Joseph's University - Erivan K. Haub School of Business 2000 — 2002
MBA, Management
Drexel University - College of Business and Administration 1991 — 1996
BS, Finance
SEI July 2006 - Present
SEI January 2000 - June 2006
SEI June 1996 - December 1999
Skills
Product Management, Project Management, Financial Services, Management, Mutual Funds, Strategic Financial..., Portfolio Management, Product Development, Financial Analysis, Equities, Financial Planning
Education
Saint Joseph's University - Erivan K. Haub School of Business 2000 — 2002
MBA, Management
Drexel University - College of Business and Administration 1991 — 1996
BS, Finance
Joseph Weir's SEI Experience 1992 - 2005
Job Implementation and Integration Specialist at SaaS Solutions LLC
Industry Marketing and Advertising
Experience
SaaS Solutions LLC 2011 - Present
Independent Contracting Services 2008 - September 2011
Nationwide Financial 2006 - 2007
SEI Investments 1993 - 2005
SEI 1992 - 2005
Skills
Product Management
Education
Free Code Camp 2015 — 2016
Full Stack Web Development, Computer Software Engineering
Saint Joseph's University 1997 — 2001
MBA, Information Systems
Saint Joseph's University 1991 — 1992
Bachelor’s Degree, Marketing
Dickinson College 1988 — 1991
English
SaaS Solutions LLC 2011 - Present
Independent Contracting Services 2008 - September 2011
Nationwide Financial 2006 - 2007
SEI Investments 1993 - 2005
SEI 1992 - 2005
Skills
Product Management
Education
Free Code Camp 2015 — 2016
Full Stack Web Development, Computer Software Engineering
Saint Joseph's University 1997 — 2001
MBA, Information Systems
Saint Joseph's University 1991 — 1992
Bachelor’s Degree, Marketing
Dickinson College 1988 — 1991
English
Paul Guinan's SEI Experience March 2013 - October 2013
Job Manager, Securities Lending & Market Risk at RMA
Industry Banking
Experience
The Risk Management Association April 2014 - Present
IMS Health December 2013 - April 2014
SEI March 2013 - October 2013
BNY Mellon July 2008 - March 2013
Skills
Mutual Funds, Portfolio Management, Investments, Asset Managment, Financial Analysis, Risk Management, Financial Modeling, Valuation, Series 7, Asset Allocation, Alternative Investments, Microsoft Office, Investment Strategies, Market Research, Business Analysis, Microsoft Excel, Investment Advisory, Wealth Management, Hedge Funds, Management, Finance, Financial Services, Banking
Education
CFA Institute 2013 — 2013
Rider University 2006 — 2008
MBA, Finance
Drexel University 2001 — 2006
BS, Commerce & Engineering
The Risk Management Association April 2014 - Present
IMS Health December 2013 - April 2014
SEI March 2013 - October 2013
BNY Mellon July 2008 - March 2013
Skills
Mutual Funds, Portfolio Management, Investments, Asset Managment, Financial Analysis, Risk Management, Financial Modeling, Valuation, Series 7, Asset Allocation, Alternative Investments, Microsoft Office, Investment Strategies, Market Research, Business Analysis, Microsoft Excel, Investment Advisory, Wealth Management, Hedge Funds, Management, Finance, Financial Services, Banking
Education
CFA Institute 2013 — 2013
Rider University 2006 — 2008
MBA, Finance
Drexel University 2001 — 2006
BS, Commerce & Engineering
Alice Ehritz's SEI Experience April 2007 - Present
Job Manager, Performance Measurement & Client Reporting
Industry Investment Management
Experience
SEI April 2007 - Present
State Street November 2005 - April 2007
Molewski Financial Partners October 2001 - November 2005
Morgan Stanley 1998 - 2001
Skills
Investments, Mutual Funds, Portfolio Management, Fund Accounting, Securities, Investment Banking, Equities, Performance Measurement, Bloomberg, Investment Management, Fixed Income, Alternative Investments, Asset Allocation, Asset Management, Hedge Funds, Financial Services
Education
DeSales University
SEI April 2007 - Present
State Street November 2005 - April 2007
Molewski Financial Partners October 2001 - November 2005
Morgan Stanley 1998 - 2001
Skills
Investments, Mutual Funds, Portfolio Management, Fund Accounting, Securities, Investment Banking, Equities, Performance Measurement, Bloomberg, Investment Management, Fixed Income, Alternative Investments, Asset Allocation, Asset Management, Hedge Funds, Financial Services
Education
DeSales University
Tim Henry's SEI Experience February 1994 - October 1998
Job Experienced Managed Money Professional at Independent Consultant
Industry Financial Services
Experience
Self Employed April 2011 - Present
Market Street Advisors June 2006 - April 2011
MyVest 2011 - 2011
Brinker Capital October 1998 - January 2006
Security Pacific Bank 1985 - 2003
SEI February 1994 - October 1998
SEI Investments 1994 - 1998
Bank of Ameica 1983 - 1985
Skills
Alternative Investments, Mutual Funds, Securities, Wealth Management, Asset Managment, Equities, Financial Services, Investments, Fixed Income, Hedge Funds, Portfolio Management, ETFs, Asset Allocation, Series 7, Asset Management, Investment Advisory
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1977 — 1980
MBA, Marketing
Millikin University 1968 — 1972
BA, History & Political Science
Self Employed April 2011 - Present
Market Street Advisors June 2006 - April 2011
MyVest 2011 - 2011
Brinker Capital October 1998 - January 2006
Security Pacific Bank 1985 - 2003
SEI February 1994 - October 1998
SEI Investments 1994 - 1998
Bank of Ameica 1983 - 1985
Skills
Alternative Investments, Mutual Funds, Securities, Wealth Management, Asset Managment, Equities, Financial Services, Investments, Fixed Income, Hedge Funds, Portfolio Management, ETFs, Asset Allocation, Series 7, Asset Management, Investment Advisory
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1977 — 1980
MBA, Marketing
Millikin University 1968 — 1972
BA, History & Political Science
Lee Karpo's SEI Experience November 2009 - May 2010
Job Senior Business Intelligence Analyst at SunGard Availability Services
Industry Information Technology and Services
Experience
Sungard Availability Services July 2015 - Present
SunGard Availability Services March 2014 - July 2015
Mark Group September 2013 - February 2014
Citi August 2013 - August 2013
Claims Compensation Bureau LLC May 2010 - July 2013
SEI November 2009 - May 2010
D and D Securities (PHLX/ NASDAQ OMX) February 2006 - September 2008
Skills
Legal Research, Financial Analysis, Strategic Financial..., Financial Statement..., Trade Finance, Financial Research, Microsoft Excel, Bloomberg Terminal, Microsoft SQL Server, MySQL, System Testing, Data Analysis, Database Administration, Securities Lending, Microsoft Office, Investment Research, SQL, Equity Research, Due Diligence, Mutual Funds, Options, Equities, Bloomberg, Hedge Funds, Bonds, Derivatives, Finance, Financial Modeling, Budgets, Restructuring, Analysis, Business Process..., Quantitative Analytics, Spreadsheets, Market Research, Forecasting, Alternative Investments, Trading, Financial Risk, Account Reconciliation, Analytics, Process Improvement, Financial Structuring, Pivot Tables, Consulting, Performance Reporting, Business Analysis, Cash Management
Education
Drexel University 2004 — 2009
Bachelor of Science, Business Administration; Finance, LegalStudies
Sungard Availability Services July 2015 - Present
SunGard Availability Services March 2014 - July 2015
Mark Group September 2013 - February 2014
Citi August 2013 - August 2013
Claims Compensation Bureau LLC May 2010 - July 2013
SEI November 2009 - May 2010
D and D Securities (PHLX/ NASDAQ OMX) February 2006 - September 2008
Skills
Legal Research, Financial Analysis, Strategic Financial..., Financial Statement..., Trade Finance, Financial Research, Microsoft Excel, Bloomberg Terminal, Microsoft SQL Server, MySQL, System Testing, Data Analysis, Database Administration, Securities Lending, Microsoft Office, Investment Research, SQL, Equity Research, Due Diligence, Mutual Funds, Options, Equities, Bloomberg, Hedge Funds, Bonds, Derivatives, Finance, Financial Modeling, Budgets, Restructuring, Analysis, Business Process..., Quantitative Analytics, Spreadsheets, Market Research, Forecasting, Alternative Investments, Trading, Financial Risk, Account Reconciliation, Analytics, Process Improvement, Financial Structuring, Pivot Tables, Consulting, Performance Reporting, Business Analysis, Cash Management
Education
Drexel University 2004 — 2009
Bachelor of Science, Business Administration; Finance, LegalStudies
Andreas Wiersbitzky's SEI Experience 1992 - 1994
Job Investor & Trader
Industry Capital Markets
Experience
Self Employed November 2012 - Present
Capmark Bank April 2010 - November 2012
Capmark Finance Inc. 2004 - April 2010
GMAC 1997 - 2004
Miller & Anderson & Sherred, LLP 1994 - 1995
SEI 1992 - 1994
Commerzbank 1987 - 1989
Skills
Economic Capital, Credit Risk, Risk, Portfolio Management, Credit, Financial Reporting, Financial Modeling, Financial Analysis, Enterprise Risk..., Surveillance, Commercial Mortgages, Commercial Lending, Access, Excel, Loss Forecasting, Financial Risk, Microsoft Excel, Investments, Analysis, Risk Management
Education
Duke University - The Fuqua School of Business 1996 — 1998
MBA, Finance
Macalester College 1989 — 1992
BA, Economics
Self Employed November 2012 - Present
Capmark Bank April 2010 - November 2012
Capmark Finance Inc. 2004 - April 2010
GMAC 1997 - 2004
Miller & Anderson & Sherred, LLP 1994 - 1995
SEI 1992 - 1994
Commerzbank 1987 - 1989
Skills
Economic Capital, Credit Risk, Risk, Portfolio Management, Credit, Financial Reporting, Financial Modeling, Financial Analysis, Enterprise Risk..., Surveillance, Commercial Mortgages, Commercial Lending, Access, Excel, Loss Forecasting, Financial Risk, Microsoft Excel, Investments, Analysis, Risk Management
Education
Duke University - The Fuqua School of Business 1996 — 1998
MBA, Finance
Macalester College 1989 — 1992
BA, Economics
Heather Blair's SEI Experience January 2014 - June 2015
Job Product Manager at eMoney Advisor
Industry Research
Experience
eMoney Advisor July 2015 - Present
SEI January 2014 - June 2015
SEI July 2012 - June 2015
Drexel University July 2011 - July 2012
Drexel University August 2010 - June 2011
JP Morgan Chase May 2007 - August 2010
Temple University June 2006 - May 2008
Skills
Matlab, Data Analysis, Maple, Mathematica, Research, Statistics, LaTeX, Statistical Modeling, Research Design, Higher Education, Tutoring, VBA, Teaching, Python, Economics, Project Management
Education
Drexel University 2010 — 2012
Master of Science (M.S.)
Temple University 2004 — 2008
B.S.
eMoney Advisor July 2015 - Present
SEI January 2014 - June 2015
SEI July 2012 - June 2015
Drexel University July 2011 - July 2012
Drexel University August 2010 - June 2011
JP Morgan Chase May 2007 - August 2010
Temple University June 2006 - May 2008
Skills
Matlab, Data Analysis, Maple, Mathematica, Research, Statistics, LaTeX, Statistical Modeling, Research Design, Higher Education, Tutoring, VBA, Teaching, Python, Economics, Project Management
Education
Drexel University 2010 — 2012
Master of Science (M.S.)
Temple University 2004 — 2008
B.S.
Cong Hang Lin's SEI Experience May 2015 - September 2015
Job Student at Drexel University College of Business and Management Information System
Industry Information Technology and Services
Experience
SEI May 2015 - September 2015
SEI November 2014 - April 2015
CSL Behring September 2011 - March 2012
CSL Behring 2010 - 2011
GlaxoSmithKline October 2006 - June 2008
Skills
Fatwire, SharePoint, Microsoft Office, Software Documentation, Java, SQL, Access, Microsoft Excel, Business Analysis, Microsoft Word, PowerPoint, Analysis, Adobe Acrobat, Data Analysis, HTML, Matlab, Outlook, Windows, Teamwork, Research, Technical Writing, Time Management, Project Management, Customer Service, Financial Analysis, Data Entry, Windows 7, Leadership, SDLC
Education
Drexel University - College of Business and Administration 2008 — 2013
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
SEI May 2015 - September 2015
SEI November 2014 - April 2015
CSL Behring September 2011 - March 2012
CSL Behring 2010 - 2011
GlaxoSmithKline October 2006 - June 2008
Skills
Fatwire, SharePoint, Microsoft Office, Software Documentation, Java, SQL, Access, Microsoft Excel, Business Analysis, Microsoft Word, PowerPoint, Analysis, Adobe Acrobat, Data Analysis, HTML, Matlab, Outlook, Windows, Teamwork, Research, Technical Writing, Time Management, Project Management, Customer Service, Financial Analysis, Data Entry, Windows 7, Leadership, SDLC
Education
Drexel University - College of Business and Administration 2008 — 2013
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
Denise Obee's SEI Experience 1996 - October 2013
Job Project Manager
Industry Financial Services
Experience
SEI 1996 - October 2013
SEI 1993 - 1996
IBM 1983 - 1993
IBM 1981 - 1983
Skills
Highly organized with..., Excellent verbal and..., Financial Services, SDLC, Business Analysis, Software Project..., Business Requirements, Vendor Management, Requirements Gathering, Process Improvement, Requirements Analysis, Relationship Management, Project Management, Management, Software Development, Business Process..., CRM
Education
Drexel University - College of Business and Administration 1976 — 1981
B.S., Administrative Systems Management
SEI 1996 - October 2013
SEI 1993 - 1996
IBM 1983 - 1993
IBM 1981 - 1983
Skills
Highly organized with..., Excellent verbal and..., Financial Services, SDLC, Business Analysis, Software Project..., Business Requirements, Vendor Management, Requirements Gathering, Process Improvement, Requirements Analysis, Relationship Management, Project Management, Management, Software Development, Business Process..., CRM
Education
Drexel University - College of Business and Administration 1976 — 1981
B.S., Administrative Systems Management
Brennian Antell's SEI Experience September 2006 - June 2009
Job VP of Portfolio Operations at Altium Wealth Management, LLC
Industry Financial Services
Experience
Altium Wealth Management, LLC October 2010 - Present
Opus Advisory Group July 2009 - October 2010
SEI September 2006 - June 2009
SEI October 2004 - September 2006
Skills
Wealth Management, Portfolio Management, Excel, Word, Customer Relations
Education
Drexel University 2000 — 2004
Bachelors, Finance
Northeastern University 1999 — 2000
Altium Wealth Management, LLC October 2010 - Present
Opus Advisory Group July 2009 - October 2010
SEI September 2006 - June 2009
SEI October 2004 - September 2006
Skills
Wealth Management, Portfolio Management, Excel, Word, Customer Relations
Education
Drexel University 2000 — 2004
Bachelors, Finance
Northeastern University 1999 — 2000
Anthony Brigidi's SEI Experience 2004 - Present
Job Senior Technical Lead at CIBER
Industry Information Technology and Services
Experience
CIBER 2004 - Present
SEI 2004 - Present
FullTilt Solutions 1995 - 2004
Lockheed Martin Aeronautics 1990 - 1995
Skills
Weblogic, Spring, Java Enterprise Edition, SOA, Tomcat, Struts, Web Services, Oracle, JMS, Agile Methodologies, Hibernate, Enterprise Architecture, SDLC, Websphere, PL/SQL, JSP, WebLogic, Spring Framework, Business Analysis, Requirements Analysis, Software Project...
Education
Drexel University
B.S., Computer Science
Villanova University
Masters Degree, Computer Science
CIBER 2004 - Present
SEI 2004 - Present
FullTilt Solutions 1995 - 2004
Lockheed Martin Aeronautics 1990 - 1995
Skills
Weblogic, Spring, Java Enterprise Edition, SOA, Tomcat, Struts, Web Services, Oracle, JMS, Agile Methodologies, Hibernate, Enterprise Architecture, SDLC, Websphere, PL/SQL, JSP, WebLogic, Spring Framework, Business Analysis, Requirements Analysis, Software Project...
Education
Drexel University
B.S., Computer Science
Villanova University
Masters Degree, Computer Science
Nathan Greiser's SEI Experience December 2011 - Present
Job Investment Manager Services Supervisor at SEI
Industry Financial Services
Experience
SEI December 2011 - Present
Bank of New York Mellon June 2000 - January 2012
North American Drager June 1999 - January 2000
Skills
Accounting, Investments, Fund Accounting, Bloomberg, Mutual Funds, Fund Administration, Fixed Income, Equities, Financial Reporting, Hedge Funds, Account Reconciliation, Securities, Alternative Investments, Fund Of Funds, Financial Analysis, Asset Management, Valuation, Swaps, Financial Modeling
Education
DeSales University 1996 — 2000
Accounting and Finance Dual Major
Upper Perkiomen High School 1992 — 1996
SEI December 2011 - Present
Bank of New York Mellon June 2000 - January 2012
North American Drager June 1999 - January 2000
Skills
Accounting, Investments, Fund Accounting, Bloomberg, Mutual Funds, Fund Administration, Fixed Income, Equities, Financial Reporting, Hedge Funds, Account Reconciliation, Securities, Alternative Investments, Fund Of Funds, Financial Analysis, Asset Management, Valuation, Swaps, Financial Modeling
Education
DeSales University 1996 — 2000
Accounting and Finance Dual Major
Upper Perkiomen High School 1992 — 1996
Akeem Franklyn's SEI Experience March 2015 - Present
Job Scrum Master at SEI
Industry Financial Services
Experience
SEI March 2015 - Present
SEI July 2011 - February 2015
J.P. Morgan April 2008 - June 2011
Philadelphia Housing Authority 2004 - 2008
Skills
Business Analysis, SDLC, Data Analysis, Asset Management, Process Improvement, Risk Management, Team Leadership, Requirements Analysis, SQL, Agile & Waterfall..., Agile Methodologies, Agile Testing
Education
Drexel University - College of Business and Administration 2002 — 2007
Bachelor of Science, Management Information Systems
SEI March 2015 - Present
SEI July 2011 - February 2015
J.P. Morgan April 2008 - June 2011
Philadelphia Housing Authority 2004 - 2008
Skills
Business Analysis, SDLC, Data Analysis, Asset Management, Process Improvement, Risk Management, Team Leadership, Requirements Analysis, SQL, Agile & Waterfall..., Agile Methodologies, Agile Testing
Education
Drexel University - College of Business and Administration 2002 — 2007
Bachelor of Science, Management Information Systems
Ronald Romano's SEI Experience 2000 - 2006
Job Nursing Supervisor at Main Line Health Systems
Industry Hospital & Health Care
Experience
Lankenau Medical Center of Main Line Health System 2011 - Present
Lankenau Medical Center of Main Line Health System 2009 - 2011
Vidant Medical Center of Vidant Health 2007 - 2009
Holy Redeemer Hospital & Medical Center of Holy Redeemer Health System 2006 - 2007
SEI 2000 - 2006
Vanguard 1998 - 2000
Skills
Nursing, Healthcare, BLS, Home Care, Hospitals, EMR, Healthcare Management, Case Managment, ACLS, Pediatrics, Critical Care, CPOE, Patient Safety, EHR, Clinical Research, Healthcare Information..., Cpr Certified, Epic Systems, Cerner, Acute Care, Siemens Soarian, Nursing Management, ICU, Inpatient
Education
Saint Joseph's University 2014 — 2016
Master's Degree, Health Administration
East Carolina University 2007 — 2008
Bachelor of Science, Nursing
Widener University 1996 — 1998
Bachelor of Arts, Sociology
Lankenau Medical Center of Main Line Health System 2011 - Present
Lankenau Medical Center of Main Line Health System 2009 - 2011
Vidant Medical Center of Vidant Health 2007 - 2009
Holy Redeemer Hospital & Medical Center of Holy Redeemer Health System 2006 - 2007
SEI 2000 - 2006
Vanguard 1998 - 2000
Skills
Nursing, Healthcare, BLS, Home Care, Hospitals, EMR, Healthcare Management, Case Managment, ACLS, Pediatrics, Critical Care, CPOE, Patient Safety, EHR, Clinical Research, Healthcare Information..., Cpr Certified, Epic Systems, Cerner, Acute Care, Siemens Soarian, Nursing Management, ICU, Inpatient
Education
Saint Joseph's University 2014 — 2016
Master's Degree, Health Administration
East Carolina University 2007 — 2008
Bachelor of Science, Nursing
Widener University 1996 — 1998
Bachelor of Arts, Sociology
Trevor Noble's SEI Experience September 2000 - November 2006
Job AVP, Client Accounting at Permal Group Inc.
Industry Financial Services
Experience
Permal March 2012 - Present
Citco Fund Services September 2008 - March 2011
Prime Fund Solutions February 2008 - August 2008
Brown Brothers Harriman July 2007 - October 2007
SEI September 2000 - November 2006
Skills
Hedge Funds, Mutual Funds, Fund Accounting, Fund Administration, Fund Of Funds, Equities, Derivatives, Bloomberg, Project Management, Financial Analysis, Fixed Income, Alternative Investments, Securities, Investments, Asset Managment, Corporate Actions, Accounting, Financial Reporting
Education
Dublin Institute of Technology 1996 — 2000
Management, Management, Derivatives, Finance, Economics, Accounting.
Permal March 2012 - Present
Citco Fund Services September 2008 - March 2011
Prime Fund Solutions February 2008 - August 2008
Brown Brothers Harriman July 2007 - October 2007
SEI September 2000 - November 2006
Skills
Hedge Funds, Mutual Funds, Fund Accounting, Fund Administration, Fund Of Funds, Equities, Derivatives, Bloomberg, Project Management, Financial Analysis, Fixed Income, Alternative Investments, Securities, Investments, Asset Managment, Corporate Actions, Accounting, Financial Reporting
Education
Dublin Institute of Technology 1996 — 2000
Management, Management, Derivatives, Finance, Economics, Accounting.
Maggie Olson's SEI Experience March 2012 - October 2012
Job Extension Coordinator at Phi Mu Fraternity
Industry Accounting
Experience
Phi Mu Fraternity August 2015 - Present
Phi Mu Fraternity July 2014 - Present
New Penn Financial, LLC January 2013 - June 2014
SEI March 2012 - October 2012
CIGNA March 2011 - September 2011
Giant Food Stores November 2006 - December 2010
Heffler, Radetich & Saitta LLP March 2010 - September 2010
Skills
Microsoft Word, Microsoft Excel, PowerPoint, VisCases, Hyperion Enterprise, Oracle Applications, IBM Cognos, Wings, Bloomberg Terminal, Morningstar Direct, FactSet, Encompass, DestinyLOS, Data Analysis, Management, Software Documentation, Investments, Cognos
Education
Drexel University 2008 — 2012
Bachelor of Science in Business Administration, Accounting and International Business
Phi Mu Fraternity August 2015 - Present
Phi Mu Fraternity July 2014 - Present
New Penn Financial, LLC January 2013 - June 2014
SEI March 2012 - October 2012
CIGNA March 2011 - September 2011
Giant Food Stores November 2006 - December 2010
Heffler, Radetich & Saitta LLP March 2010 - September 2010
Skills
Microsoft Word, Microsoft Excel, PowerPoint, VisCases, Hyperion Enterprise, Oracle Applications, IBM Cognos, Wings, Bloomberg Terminal, Morningstar Direct, FactSet, Encompass, DestinyLOS, Data Analysis, Management, Software Documentation, Investments, Cognos
Education
Drexel University 2008 — 2012
Bachelor of Science in Business Administration, Accounting and International Business
Natalie Samacicia's SEI Experience July 2012 - Present
Job SMA Trading Specialist at SEI
Industry Investment Management
Experience
SEI July 2012 - Present
Bridgewater Associates January 2011 - June 2012
Penn Capital Management September 2008 - March 2010
Delaware Investments September 2007 - March 2008
Monell Chemical Senses Center September 2006 - April 2007
Skills
Microsoft Excel, Microsoft Access, Financial Analysis, Bloomberg, Investments, Customer Service, Financial Modeling, Analysis, Management, Equities, Portfolio Management, Strategic Planning, Trading, Account Reconciliation, Fixed Income, Mortgage Backed..., Municipal Bonds, Accounting
Education
Drexel University - LeBow College of Business 2005 — 2010
Bachelor of Science, Business Administration: Accounting and Finance
SEI July 2012 - Present
Bridgewater Associates January 2011 - June 2012
Penn Capital Management September 2008 - March 2010
Delaware Investments September 2007 - March 2008
Monell Chemical Senses Center September 2006 - April 2007
Skills
Microsoft Excel, Microsoft Access, Financial Analysis, Bloomberg, Investments, Customer Service, Financial Modeling, Analysis, Management, Equities, Portfolio Management, Strategic Planning, Trading, Account Reconciliation, Fixed Income, Mortgage Backed..., Municipal Bonds, Accounting
Education
Drexel University - LeBow College of Business 2005 — 2010
Bachelor of Science, Business Administration: Accounting and Finance
Cindi Connolly's SEI Experience 1985 - 1993
Job
Industry
Experience
IRI 1993 - 1997
SEI 1985 - 1993
Education
Oakton Community College
Certificate in Advanced Web Site Development, GPA 4.0
DePaul University
Master's Degree, Computer Science, Graduated with Distinction
University of Illinois at Chicago
Bachelor's Degree, Mathematics and Computer Science
IRI 1993 - 1997
SEI 1985 - 1993
Education
Oakton Community College
Certificate in Advanced Web Site Development, GPA 4.0
DePaul University
Master's Degree, Computer Science, Graduated with Distinction
University of Illinois at Chicago
Bachelor's Degree, Mathematics and Computer Science
Soumya Pande's SEI Experience July 2011 - December 2011
Job AVP Apps Dev Sr. Programmer Analyst at Citi
Industry Information Technology and Services
Experience
Citi November 2014 - September 2015
Citi June 2012 - October 2014
SEI July 2011 - December 2011
Educomp Solutions Ltd May 2009 - July 2009
Skills
SOAP, Linux, Oracle SQL, Autosys, Oracle, Java, Applications Software..., J2EE Application..., Weblogic, J2EE Web Services, Log4j, Hibernate, JUnit, Attivio's Active..., Web Services, SDLC, Spring, Struts, WSDL, Requirements Gathering, Requirements Analysis, Atlassian JIRA, Functional Requirements, Eclipse, Spring Framework, Java Enterprise Edition, SQL, WebLogic
Education
Delhi University
B.Sc.(Hons.), Computer Science
Sardar Patel Vidyalaya
State University of New York at Buffalo
Master's degree, Computer Science
Citi November 2014 - September 2015
Citi June 2012 - October 2014
SEI July 2011 - December 2011
Educomp Solutions Ltd May 2009 - July 2009
Skills
SOAP, Linux, Oracle SQL, Autosys, Oracle, Java, Applications Software..., J2EE Application..., Weblogic, J2EE Web Services, Log4j, Hibernate, JUnit, Attivio's Active..., Web Services, SDLC, Spring, Struts, WSDL, Requirements Gathering, Requirements Analysis, Atlassian JIRA, Functional Requirements, Eclipse, Spring Framework, Java Enterprise Edition, SQL, WebLogic
Education
Delhi University
B.Sc.(Hons.), Computer Science
Sardar Patel Vidyalaya
State University of New York at Buffalo
Master's degree, Computer Science
Alex Condeelis's SEI Experience 1993 - Present
Job Global Operations Fees Team at SEI Investments
Industry Financial Services
Experience
SEI Investments July 2009 - Present
SEI Investments 1993 - Present
SEI 1993 - Present
Skills
Alternative Investments, Mutual Funds, Financial Services, Asset Managment, Wealth Management, Asset Management, Securities, Fixed Income, Equities, Hedge Funds, Asset Allocation, Investments, Bloomberg, Risk Management
Education
Drexel University 1985 — 1991
Bachelor's degree, Finance, General
SEI Investments July 2009 - Present
SEI Investments 1993 - Present
SEI 1993 - Present
Skills
Alternative Investments, Mutual Funds, Financial Services, Asset Managment, Wealth Management, Asset Management, Securities, Fixed Income, Equities, Hedge Funds, Asset Allocation, Investments, Bloomberg, Risk Management
Education
Drexel University 1985 — 1991
Bachelor's degree, Finance, General
Amy Lieb, CPA, SPHR's SEI Experience November 1987 - May 1992
Job Director Finance and Human Resources at Philadelphia International Advisors
Industry Financial Services
Experience
Philadelphia International Advisors September 2005 - Present
1838 Investment Advisors May 1992 - September 2004
SEI November 1987 - May 1992
Skills
Mutual Funds, Finance, Accounting, Equities, Bloomberg, Financial Analysis, Asset Management, Portfolio Management, Valuation, Financial Modeling, Securities, Asset Allocation, Risk Management, Investments, Financial Planning, Hedge Funds, Management
Education
Drexel University - College of Business and Administration 1980 — 1985
BS, Accounting
Philadelphia International Advisors September 2005 - Present
1838 Investment Advisors May 1992 - September 2004
SEI November 1987 - May 1992
Skills
Mutual Funds, Finance, Accounting, Equities, Bloomberg, Financial Analysis, Asset Management, Portfolio Management, Valuation, Financial Modeling, Securities, Asset Allocation, Risk Management, Investments, Financial Planning, Hedge Funds, Management
Education
Drexel University - College of Business and Administration 1980 — 1985
BS, Accounting
Esi A Ansah's SEI Experience July 2004 - April 2007
Job Manager at Deloitte Consulting
Industry Management Consulting
Experience
Deloitte Consulting September 2009 - Present
Deloitte Consulting June 2008 - August 2008
SEI July 2004 - April 2007
Skills
Change Management, Organizational Design, Talent Management, Management Consulting, Performance Management, Organizational..., Leadership Development, HR Consulting, Executive Coaching, Organizational..., Employee Engagement, Human Capital, Succession Planning, Coaching, Strategy, Business Strategy, Performance Improvement, Business Transformation, Cross-functional Team..., Program Management, Business Process...
Education
Duke Fuqua School of Business 2007 — 2009
MBA, Business Administration and Management, General
London School of Economics and Political Science 2001 — 2004
Bachelor of Science (B.Sc.), Management
Deloitte Consulting September 2009 - Present
Deloitte Consulting June 2008 - August 2008
SEI July 2004 - April 2007
Skills
Change Management, Organizational Design, Talent Management, Management Consulting, Performance Management, Organizational..., Leadership Development, HR Consulting, Executive Coaching, Organizational..., Employee Engagement, Human Capital, Succession Planning, Coaching, Strategy, Business Strategy, Performance Improvement, Business Transformation, Cross-functional Team..., Program Management, Business Process...
Education
Duke Fuqua School of Business 2007 — 2009
MBA, Business Administration and Management, General
London School of Economics and Political Science 2001 — 2004
Bachelor of Science (B.Sc.), Management
Darby M. Reed's SEI Experience August 2012 - Present
Job Supervisor Trend, Reconciliation, Analysis & Controls at SEI
Industry Financial Services
Experience
SEI August 2012 - Present
SEI August 2010 - Present
SEI November 2009 - August 2010
SEI August 2006 - November 2009
SEI October 2005 - August 2006
Fila February 2005 - August 2005
Fleet Feet Sports - Carrboro August 2000 - June 2004
Skills
Financial Analysis, Customer Relations, Business Analysis, Risk Management, Customer Service, Management, Strategic Planning
Education
Duquesne University 1991 — 1995
B.S.B.A., Finance
SEI August 2012 - Present
SEI August 2010 - Present
SEI November 2009 - August 2010
SEI August 2006 - November 2009
SEI October 2005 - August 2006
Fila February 2005 - August 2005
Fleet Feet Sports - Carrboro August 2000 - June 2004
Skills
Financial Analysis, Customer Relations, Business Analysis, Risk Management, Customer Service, Management, Strategic Planning
Education
Duquesne University 1991 — 1995
B.S.B.A., Finance
Nick Banko's SEI Experience August 2012 - February 2013
Job System Specialist at Miria Systems
Industry Computer Software
Experience
Miria Systems March 2013 - Present
SEI August 2012 - February 2013
DeVry University December 2010 - August 2012
Skills
Microsoft SQL Server, Oracle 10g, Microsoft Office, C#, Java, Help Desk Support
Education
DeVry University 2009 — 2012
Bachelor's degree, Computer informaton systems
Miria Systems March 2013 - Present
SEI August 2012 - February 2013
DeVry University December 2010 - August 2012
Skills
Microsoft SQL Server, Oracle 10g, Microsoft Office, C#, Java, Help Desk Support
Education
DeVry University 2009 — 2012
Bachelor's degree, Computer informaton systems
Chad Moseng's SEI Experience 2002 - 2006
Job Advisory Trading & Trade Support Specialist at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott May 2011 - Present
Global Capital Management, Inc. 2006 - 2009
SEI 2002 - 2006
Evergreen Investments 1999 - 2002
Skills
Series 7, Trading, Client Reporting, Performance Measurement
Education
Drexel University
Bachelor's degree, Finance, General
Janney Montgomery Scott May 2011 - Present
Global Capital Management, Inc. 2006 - 2009
SEI 2002 - 2006
Evergreen Investments 1999 - 2002
Skills
Series 7, Trading, Client Reporting, Performance Measurement
Education
Drexel University
Bachelor's degree, Finance, General
Andrew Tancini's SEI Experience January 2011 - Present
Job Service Director at SEI
Industry Financial Services
Experience
SEI January 2011 - Present
SEI October 2004 - January 2011
SEI March 2000 - October 2004
SEI February 1998 - February 2000
Skills
Team Leadership, Relationship Management, Teamwork, Problem Solving, Empathy, Financial Analysis, Insurance, Leadership, Call Centers, Risk Management, Customer Satisfaction, Process Improvement, Banking, Analysis, Business Analysis
Education
DeSales University 1996 — 1998
Bachelor's degree, Accounting
SEI January 2011 - Present
SEI October 2004 - January 2011
SEI March 2000 - October 2004
SEI February 1998 - February 2000
Skills
Team Leadership, Relationship Management, Teamwork, Problem Solving, Empathy, Financial Analysis, Insurance, Leadership, Call Centers, Risk Management, Customer Satisfaction, Process Improvement, Banking, Analysis, Business Analysis
Education
DeSales University 1996 — 1998
Bachelor's degree, Accounting
Jasmine Mosley's SEI Experience December 2011 - Present
Job AIFS Senior Analyst at SEI
Industry Financial Services
Experience
SEI December 2011 - Present
SEI December 2011 - Present
Education
West Chester University of Pennsylvania 2007 — 2011
Bachelors of Science, Finance
Drexel University
Master of Science (MS), Project Management
SEI December 2011 - Present
SEI December 2011 - Present
Education
West Chester University of Pennsylvania 2007 — 2011
Bachelors of Science, Finance
Drexel University
Master of Science (MS), Project Management
Michael Baptiste's SEI Experience November 2014 - Present
Job Private Equity Accounting Manager at SEI Investments
Industry Financial Services
Experience
SEI November 2014 - Present
Citco Fund Services September 2013 - November 2014
Morgan Stanley Investment Management June 2012 - September 2013
SEI August 2008 - June 2012
Skills
Hedge Funds, Equities, Financial Reporting, Financial Modeling, Private Equity, Financial Analysis, Fund Accounting, Trading, Mutual Funds, Finance
Education
Villanova University 2013 — 2016
Master of Business Administration (MBA), Finance and Real Estate
DeSales University 2004 — 2008
Bachelor of Science (BS), Finance
SEI November 2014 - Present
Citco Fund Services September 2013 - November 2014
Morgan Stanley Investment Management June 2012 - September 2013
SEI August 2008 - June 2012
Skills
Hedge Funds, Equities, Financial Reporting, Financial Modeling, Private Equity, Financial Analysis, Fund Accounting, Trading, Mutual Funds, Finance
Education
Villanova University 2013 — 2016
Master of Business Administration (MBA), Finance and Real Estate
DeSales University 2004 — 2008
Bachelor of Science (BS), Finance
michael tilson's SEI Experience April 2012 - Present
Job marketing review analyst at SEI
Industry Financial Services
Experience
SEI April 2012 - Present
MORGAN STANLEY SMITH BARNEY August 2005 - November 2011
JANNEY MONTGOMERY SCOTT June 2002 - June 2005
Skills
investment analysis,...
Education
Drexel University - College of Business and Administration
Master of Science (MS), Accounting and Finance
University of Delaware
Bachelor of Arts (B.A.), History
SEI April 2012 - Present
MORGAN STANLEY SMITH BARNEY August 2005 - November 2011
JANNEY MONTGOMERY SCOTT June 2002 - June 2005
Skills
investment analysis,...
Education
Drexel University - College of Business and Administration
Master of Science (MS), Accounting and Finance
University of Delaware
Bachelor of Arts (B.A.), History
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.