SEI Company
Industry: Financial services company
DescriptionSEI Investments Company, formerly Simulated Environments Inc, is a financial services company headquartered in Oaks, Pennsylvania, United States. The company describes itself as "a global provider of investment processing, investment management, and investment operations solutions". Headquarters: Oaks, PA CEO: Alfred P. West, Jr. (1968–) Founder: Alfred P. West, Jr. Founded: 1968 Subsidiaries: SEI Investments Inc, LSV ASSET MANAGEMENT,
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SEI Employees
Employee
Years
Job
Industry
Sarah Kinley Sarah Kinley's SEI Experience December 2014 - Present
Job US Operations Global Data and Quality Control Manager at SEI
Industry Financial Services
Experience
SEI December 2014 - Present
Vanguard April 2013 - December 2014
Vanguard March 2010 - April 2013
Vanguard 2007 - 2010
Vanguard July 2005 - June 2007
Vanguard 2003 - 2005
Vanguard 2001 - 2003
Vanguard 2000 - 2001
Skills
Risk Analytics, CRM, Organizational..., Program Management, Risk Management, FINRA, Training, Client Relationship..., FINRA Compliance, Certified Information..., Privacy Program Maturity, Compliance Planning, Process Development, Employee Training, Client Relationship..., Legal Interpretation, Project Management, Privacy Policies, Privacy Issues, Privacy Compliance, Financial Services, Leadership, Mutual Funds, Series 63, Process Improvement
Education
Eastern University
BA, Organizational Leadership
International College of the Cayman Islands
Marine Biology
SEI December 2014 - Present
Vanguard April 2013 - December 2014
Vanguard March 2010 - April 2013
Vanguard 2007 - 2010
Vanguard July 2005 - June 2007
Vanguard 2003 - 2005
Vanguard 2001 - 2003
Vanguard 2000 - 2001
Skills
Risk Analytics, CRM, Organizational..., Program Management, Risk Management, FINRA, Training, Client Relationship..., FINRA Compliance, Certified Information..., Privacy Program Maturity, Compliance Planning, Process Development, Employee Training, Client Relationship..., Legal Interpretation, Project Management, Privacy Policies, Privacy Issues, Privacy Compliance, Financial Services, Leadership, Mutual Funds, Series 63, Process Improvement
Education
Eastern University
BA, Organizational Leadership
International College of the Cayman Islands
Marine Biology
Warren Woodward Warren Woodward's SEI Experience September 2005 - July 2007
Job
Industry Education Management
Experience
Carrington College April 2013 - Present
Thirty-One Gifts February 2011 - April 2013
McGraw-Hill March 2008 - January 2011
RDI Marketing Services August 2007 - March 2008
SEI September 2005 - July 2007
Huntington National Bank November 2004 - September 2005
Huntington National Bank June 2001 - November 2004
Skills
Call Center, Customer Service, Strategic Planning, Forecasting, Performance Management, Management, Cross-functional Team..., Training, Leadership, Call Centers, Recruiting, Project Management, Analysis, Customer Experience, Leadership Development, Strategy, Quality Assurance, Change Management, Customer Satisfaction, Team Leadership, Vendor Management
Education
Franklin University 2004 — 2005
MBA
The Ohio State University 1999 — 2001
BA
Six Sigma Yellow Belt Certification
Carrington College April 2013 - Present
Thirty-One Gifts February 2011 - April 2013
McGraw-Hill March 2008 - January 2011
RDI Marketing Services August 2007 - March 2008
SEI September 2005 - July 2007
Huntington National Bank November 2004 - September 2005
Huntington National Bank June 2001 - November 2004
Skills
Call Center, Customer Service, Strategic Planning, Forecasting, Performance Management, Management, Cross-functional Team..., Training, Leadership, Call Centers, Recruiting, Project Management, Analysis, Customer Experience, Leadership Development, Strategy, Quality Assurance, Change Management, Customer Satisfaction, Team Leadership, Vendor Management
Education
Franklin University 2004 — 2005
MBA
The Ohio State University 1999 — 2001
BA
Six Sigma Yellow Belt Certification
Heather Skerrett Heather Skerrett's SEI Experience March 2006 - July 2006
Job Customer Service/Sales Representative
Industry Consumer Services
Experience
ShelterLogic September 2014 - March 2015
LIDO Designs May 2014 - September 2014
The McIntyre Group May 2014 - September 2014
Cartus April 2012 - January 2014
Neopost November 2010 - April 2012
J. Morrissey & Company, Inc. November 2010 - April 2012
CooperSurgical July 2008 - September 2010
CIGNA Tel-Drug June 2007 - July 2008
Orthovita September 2006 - February 2007
SEI March 2006 - July 2006
Skills
Call Centers, Access, Customer Service, Microsoft Office, Outlook, Siebel, Microsoft Excel, CRM, Teamwork, Timely Decision Making, Employee Training, Oracle, Excel, CRM software, Citrix, Atlas, EDI, Written & Verbal..., Collaboration, Organization, Work Ethic, Loss Mitigation, Document Review, Foreclosures, Medical Devices, Customer Support, Inside Sales Support, Connected Business..., Zendesk
Education
Southern New Hampshire University 2014 — 2018
Bachelor of Business Administration (B.B.A.), Leadership Management, 3.75
Harcum College 1997 — 1997
Certificate, Pharmacy Technician/Assistant, N/A
Radnor High School 1990 — 1994
Diploma, College Prep
ShelterLogic September 2014 - March 2015
LIDO Designs May 2014 - September 2014
The McIntyre Group May 2014 - September 2014
Cartus April 2012 - January 2014
Neopost November 2010 - April 2012
J. Morrissey & Company, Inc. November 2010 - April 2012
CooperSurgical July 2008 - September 2010
CIGNA Tel-Drug June 2007 - July 2008
Orthovita September 2006 - February 2007
SEI March 2006 - July 2006
Skills
Call Centers, Access, Customer Service, Microsoft Office, Outlook, Siebel, Microsoft Excel, CRM, Teamwork, Timely Decision Making, Employee Training, Oracle, Excel, CRM software, Citrix, Atlas, EDI, Written & Verbal..., Collaboration, Organization, Work Ethic, Loss Mitigation, Document Review, Foreclosures, Medical Devices, Customer Support, Inside Sales Support, Connected Business..., Zendesk
Education
Southern New Hampshire University 2014 — 2018
Bachelor of Business Administration (B.B.A.), Leadership Management, 3.75
Harcum College 1997 — 1997
Certificate, Pharmacy Technician/Assistant, N/A
Radnor High School 1990 — 1994
Diploma, College Prep
Mariana Zahora Mariana Zahora's SEI Experience October 2011 - January 2013
Job Fund Accountant at Fortress Investment Group
Industry Financial Services
Experience
Fortress Investment Group May 2014 - Present
Citco Fund Services January 2013 - May 2014
SEI October 2011 - January 2013
Gilly Hicks August 2010 - September 2011
Skills
•Process funds’ trade..., Maintain daily..., •Prepare cash,..., •Process monthly..., •Meet client month-end..., •Perform month-end..., Account Reconciliation, Accounting, Fund Accounting, Hedge Funds, Mutual Funds, Training, Private Equity, Financial Reporting, Finance, Financial Statements
Education
University of New Haven 2008 — 2010
Bachelor of Science (B.S.), Accounting, 3.65
Franklin Pierce College 2006 — 2008
3.8
Fortress Investment Group May 2014 - Present
Citco Fund Services January 2013 - May 2014
SEI October 2011 - January 2013
Gilly Hicks August 2010 - September 2011
Skills
•Process funds’ trade..., Maintain daily..., •Prepare cash,..., •Process monthly..., •Meet client month-end..., •Perform month-end..., Account Reconciliation, Accounting, Fund Accounting, Hedge Funds, Mutual Funds, Training, Private Equity, Financial Reporting, Finance, Financial Statements
Education
University of New Haven 2008 — 2010
Bachelor of Science (B.S.), Accounting, 3.65
Franklin Pierce College 2006 — 2008
3.8
Tom Lebeau Tom Lebeau's SEI Experience January 2012 - May 2014
Job Senior UX Designer at Dun & Bradstreet (Not looking for new work)
Industry Graphic Design
Experience
Dun & Bradstreet March 2015 - Present
160over90 April 2013 - December 2014
Cognitive Scale February 2014 - July 2014
SEI January 2012 - May 2014
Yellowbook June 2011 - January 2012
Comcast Interactive Media January 2010 - May 2011
Comcast Interactive Media July 2009 - December 2009
Skills
Interactive Design, UX Design, Iconography, Mobile Application..., User Experience, Information Architecture, User Interface Design, Wireframes, Information Design, Visual Design, Experience Design, Wire Framing, Web Design, Art Direction, User Research, Site Maps, Graphic Design, Typography, Interaction Design, User Experience Design, User Interface, Mobile Design, Sound Design, Mobile Phone Apps, Mobile Applications
Education
Temple University 2006 — 2009
BFA, Graphic and Interactive Design
Full Sail University 2001 — 2002
Associate of Science, Recording Arts
Dun & Bradstreet March 2015 - Present
160over90 April 2013 - December 2014
Cognitive Scale February 2014 - July 2014
SEI January 2012 - May 2014
Yellowbook June 2011 - January 2012
Comcast Interactive Media January 2010 - May 2011
Comcast Interactive Media July 2009 - December 2009
Skills
Interactive Design, UX Design, Iconography, Mobile Application..., User Experience, Information Architecture, User Interface Design, Wireframes, Information Design, Visual Design, Experience Design, Wire Framing, Web Design, Art Direction, User Research, Site Maps, Graphic Design, Typography, Interaction Design, User Experience Design, User Interface, Mobile Design, Sound Design, Mobile Phone Apps, Mobile Applications
Education
Temple University 2006 — 2009
BFA, Graphic and Interactive Design
Full Sail University 2001 — 2002
Associate of Science, Recording Arts
Wayne Strasbaugh Wayne Strasbaugh's SEI Experience March 2013 - July 2013
Job Financial Analyst at H.J. Heinz Company
Industry Financial Services
Experience
H.J. Heinz Company July 2014 - Present
SEI March 2013 - July 2013
SEI April 2012 - February 2013
SEI September 2008 - March 2012
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2013 — 2014
Master's degree, Accounting
Villanova University 2012 — 2013
Accounting
Franklin & Marshall College 2004 — 2008
Bachelor of Arts (BA), Business Administration and Management, General
H.J. Heinz Company July 2014 - Present
SEI March 2013 - July 2013
SEI April 2012 - February 2013
SEI September 2008 - March 2012
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2013 — 2014
Master's degree, Accounting
Villanova University 2012 — 2013
Accounting
Franklin & Marshall College 2004 — 2008
Bachelor of Arts (BA), Business Administration and Management, General
Linda Deasy Linda Deasy's SEI Experience October 1988 - February 2008
Job Director of Investment Operations at IronBridge Capital Manangement
Industry Financial Services
Experience
IronBridge Capital Manangement February 2008 - Present
SEI October 1988 - February 2008
Education
Gettysburg College 1982 — 1986
BA, History
IronBridge Capital Manangement February 2008 - Present
SEI October 1988 - February 2008
Education
Gettysburg College 1982 — 1986
BA, History
Andrew Mullins Andrew Mullins's SEI Experience March 1999 - April 2002
Job Liquidnet Sales US Equities
Industry Financial Services
Experience
Liquidnet February 2015 - Present
REORIENT Group Limited January 2014 - January 2015
Wellington Management May 2006 - September 2013
Wellington Management May 2004 - May 2006
Wellington Management May 2002 - May 2004
SEI March 1999 - April 2002
Skills
Equities, Bloomberg, Investment Management, Hedge Funds, Derivatives, Investments, Alternative Investments, Asset Allocation, Securities, Capital Markets, Mutual Funds, Investment Strategies, Asset Management, Equity Research, Private Equity, Series 7, Trading, Trading Systems, Equity Trading, Electronic Trading, Emerging Markets
Education
Eastern University 1995 — 1999
Bachelor of Science, Business Administration
Liquidnet February 2015 - Present
REORIENT Group Limited January 2014 - January 2015
Wellington Management May 2006 - September 2013
Wellington Management May 2004 - May 2006
Wellington Management May 2002 - May 2004
SEI March 1999 - April 2002
Skills
Equities, Bloomberg, Investment Management, Hedge Funds, Derivatives, Investments, Alternative Investments, Asset Allocation, Securities, Capital Markets, Mutual Funds, Investment Strategies, Asset Management, Equity Research, Private Equity, Series 7, Trading, Trading Systems, Equity Trading, Electronic Trading, Emerging Markets
Education
Eastern University 1995 — 1999
Bachelor of Science, Business Administration
Patrick Sabol's SEI Experience June 2015 - Present
Job Select Advisor Consultant at SEI
Industry Financial Services
Experience
SEI June 2015 - Present
SEI August 2014 - June 2015
Moss Advisors Group May 2011 - August 2012
Skills
Leadership, PowerPoint, Fundraising, People-oriented, Microsoft Word, Microsoft Excel, Outlook, Facebook, Mutual Funds, File Preparation, Organizational..., Nonprofits, Social Networking, Volunteer Management, Morningstar, Social Media, Team Leadership, Creative Writing, Teaching, Event Management, Organization, Time Management
Education
Franciscan University of Steubenville 2009 — 2013
Bachelor of Science (B.S.), Finance, minor in Management
Archbishop John Carroll High School 2005 — 2009
SEI June 2015 - Present
SEI August 2014 - June 2015
Moss Advisors Group May 2011 - August 2012
Skills
Leadership, PowerPoint, Fundraising, People-oriented, Microsoft Word, Microsoft Excel, Outlook, Facebook, Mutual Funds, File Preparation, Organizational..., Nonprofits, Social Networking, Volunteer Management, Morningstar, Social Media, Team Leadership, Creative Writing, Teaching, Event Management, Organization, Time Management
Education
Franciscan University of Steubenville 2009 — 2013
Bachelor of Science (B.S.), Finance, minor in Management
Archbishop John Carroll High School 2005 — 2009
Jennifer Rapp Jennifer Rapp's SEI Experience January 2008 - September 2015
Job Financial Advisory Client Services
Industry Financial Services
Experience
WealthTrust September 2015 - Present
SEI January 2008 - September 2015
Beneficial Bank August 2000 - April 2005
Mellon Bank January 1997 - November 2000
Skills
Wealth Management, Mutual Funds, Financial Services, Investments, Asset Managment, Securities, Equities, Bloomberg, Portfolio Management, Fixed Income, Business Analysis, Hedge Funds, Series 63, Asset Allocation, Relationship Management, Banking
Education
Eastern University 1992 — 1996
Bachelor's degree, Sociology
WealthTrust September 2015 - Present
SEI January 2008 - September 2015
Beneficial Bank August 2000 - April 2005
Mellon Bank January 1997 - November 2000
Skills
Wealth Management, Mutual Funds, Financial Services, Investments, Asset Managment, Securities, Equities, Bloomberg, Portfolio Management, Fixed Income, Business Analysis, Hedge Funds, Series 63, Asset Allocation, Relationship Management, Banking
Education
Eastern University 1992 — 1996
Bachelor's degree, Sociology
David Kantrowitz's SEI Experience April 2015 - Present
Job Key Account Manager at SEI
Industry Financial Services
Experience
SEI April 2015 - Present
SEI July 2013 - April 2015
AXA Advisors, LLC. March 2012 - June 2013
Self-employed July 2011 - January 2012
Skills
Retirement planning,..., mutual funds, Separately Managed..., Asset Allocation, Management, Investments, Strategic Planning, Analysis, Research, Strategic Financial..., Policy, Portfolio Management, Finance, Retirement Planning
Education
Gettysburg College 2007 — 2011
Bachelor of Arts (BA), Management and political science
SEI April 2015 - Present
SEI July 2013 - April 2015
AXA Advisors, LLC. March 2012 - June 2013
Self-employed July 2011 - January 2012
Skills
Retirement planning,..., mutual funds, Separately Managed..., Asset Allocation, Management, Investments, Strategic Planning, Analysis, Research, Strategic Financial..., Policy, Portfolio Management, Finance, Retirement Planning
Education
Gettysburg College 2007 — 2011
Bachelor of Arts (BA), Management and political science
Ken Lovely's SEI Experience July 2015 - Present
Job Sharepoint Consultant at SEI
Industry Information Technology and Services
Experience
SEI July 2015 - Present
philly.NET 2005 - Present
Consultant to Comcast August 2014 - June 2015
Consultant to SEI Investments July 2012 - July 2014
LiquidHub October 2010 - July 2014
Consultant to CIGNA October 2010 - July 2012
Harleysville Insurance September 2009 - November 2010
Harleysville National Bank September 2007 - September 2009
Cornerstone Companies December 1997 - September 2007
Lehigh Valley Dot Net December 2005 - July 2007
Skills
C#, Entity Framework, SQL, MVC Architecture, API, WCF Services, WPF Development, SharePoint, APIs, Test Driven Development, ADO.NET, CSS, Databases, SSRS, Database Design, Microsoft SQL Server, Microsoft Office..., ASP.NET, JavaScript, T-SQL, MVC, Silverlight, WCF, Agile Methodologies, SOA, Architectures, Scrum, Crystal Reports, XML, WPF, Web Services, WinForms, ASP, XSLT, Enterprise Architecture, Visual Studio, SDLC, Architecture
Education
Florida Atlantic University 1978 — 1982
Palm Beach Community College 1978 — 1980
AS, Business
SEI July 2015 - Present
philly.NET 2005 - Present
Consultant to Comcast August 2014 - June 2015
Consultant to SEI Investments July 2012 - July 2014
LiquidHub October 2010 - July 2014
Consultant to CIGNA October 2010 - July 2012
Harleysville Insurance September 2009 - November 2010
Harleysville National Bank September 2007 - September 2009
Cornerstone Companies December 1997 - September 2007
Lehigh Valley Dot Net December 2005 - July 2007
Skills
C#, Entity Framework, SQL, MVC Architecture, API, WCF Services, WPF Development, SharePoint, APIs, Test Driven Development, ADO.NET, CSS, Databases, SSRS, Database Design, Microsoft SQL Server, Microsoft Office..., ASP.NET, JavaScript, T-SQL, MVC, Silverlight, WCF, Agile Methodologies, SOA, Architectures, Scrum, Crystal Reports, XML, WPF, Web Services, WinForms, ASP, XSLT, Enterprise Architecture, Visual Studio, SDLC, Architecture
Education
Florida Atlantic University 1978 — 1982
Palm Beach Community College 1978 — 1980
AS, Business
Jake Bucha's SEI Experience March 2015 - Present
Job Internal Account Executive at SEI
Industry Financial Services
Experience
SEI March 2015 - Present
PNC Investments March 2013 - 2015
IM Wealth Partners August 2011 - March 2013
XPansce LLC May 2010 - December 2011
Skills
Microsoft Excel, New Business Development, Series 7, Microsoft Office, Investments, Mutual Funds, Wealth Management, Securities, Microsoft Word, Banking, Strategic Financial..., Life Insurance, Applicant Tracking..., Customer Service, Finance
Education
Franklin & Marshall College 2006 — 2011
BA, Business, Organizations, and Society
Norristown Area High School 2002 — 2006
Diploma
SEI March 2015 - Present
PNC Investments March 2013 - 2015
IM Wealth Partners August 2011 - March 2013
XPansce LLC May 2010 - December 2011
Skills
Microsoft Excel, New Business Development, Series 7, Microsoft Office, Investments, Mutual Funds, Wealth Management, Securities, Microsoft Word, Banking, Strategic Financial..., Life Insurance, Applicant Tracking..., Customer Service, Finance
Education
Franklin & Marshall College 2006 — 2011
BA, Business, Organizations, and Society
Norristown Area High School 2002 — 2006
Diploma
Joseph Hewitt's SEI Experience February 2013 - June 2014
Job Investment Services Specialist at Philadelphia Financial Group, Inc
Industry Financial Services
Experience
Philadelphia Financial Group, Inc June 2014 - Present
SEI February 2013 - June 2014
SEI August 2011 - February 2013
Skills
Series 6
Education
Elizabethtown College 2007 — 2011
B.S., Mathematics, Economics
The Hill School 2005 — 2007
Diploma
Philadelphia Financial Group, Inc June 2014 - Present
SEI February 2013 - June 2014
SEI August 2011 - February 2013
Skills
Series 6
Education
Elizabethtown College 2007 — 2011
B.S., Mathematics, Economics
The Hill School 2005 — 2007
Diploma
Kishor (Sam) Mehta (Sam@actrecruiters.net),8900+ Kishor (Sam) Mehta (Sam@actrecruiters.net),8900+'s SEI Experience February 1982 - December 1990
Job President, Engineering & Pharmaceuticals recruiting
Industry Pharmaceuticals
Experience
Advance Career Technology January 1991 - Present
SEI February 1982 - December 1990
IGT April 1976 - April 1982
D & D April 1974 - March 1976
Skills
Executive Search,..., Technical Recruiting, Talent Acquisition, Sourcing, Start-ups, Team Building, Strategic Planning, New Business Development, Talent Management, Organizational..., Human Resources, Change Management, Organizational..., Lifesciences, Strategy, Process Improvement, Marketing, Medical Devices, Biotechnology, Recruiting, Business Development, Negotiation, CRM, Leadership, Management, Contract Negotiation, Sales, Project Management, Quality Assurance, Process Engineering, Management Consulting, Validation, Coaching, Pharmaceutical Industry, Executive Management, Team Leadership, Sales Management, Business Strategy, Account Management, Executive Search, Operations Management, Employee Relations, Social Networking, Cross-functional Team..., Training, Manufacturing, Product Development, Temporary Placement, Leadership Development, Performance Management
Education
Texas A&M University-Kingsville 1970 — 1972
BS
Gujarat University
Bachelor of Science (BS)
Advance Career Technology January 1991 - Present
SEI February 1982 - December 1990
IGT April 1976 - April 1982
D & D April 1974 - March 1976
Skills
Executive Search,..., Technical Recruiting, Talent Acquisition, Sourcing, Start-ups, Team Building, Strategic Planning, New Business Development, Talent Management, Organizational..., Human Resources, Change Management, Organizational..., Lifesciences, Strategy, Process Improvement, Marketing, Medical Devices, Biotechnology, Recruiting, Business Development, Negotiation, CRM, Leadership, Management, Contract Negotiation, Sales, Project Management, Quality Assurance, Process Engineering, Management Consulting, Validation, Coaching, Pharmaceutical Industry, Executive Management, Team Leadership, Sales Management, Business Strategy, Account Management, Executive Search, Operations Management, Employee Relations, Social Networking, Cross-functional Team..., Training, Manufacturing, Product Development, Temporary Placement, Leadership Development, Performance Management
Education
Texas A&M University-Kingsville 1970 — 1972
BS
Gujarat University
Bachelor of Science (BS)
Kathryn Sussman Kathryn Sussman's SEI Experience December 2013 - Present
Job Financial Reporting Manager at SEI
Industry Financial Services
Experience
SEI December 2013 - Present
SEI May 2005 - December 2013
Liberty Ridge Capital April 2003 - May 2005
PBHG February 1999 - April 2003
Skills
Financial Reporting, Mutual Funds, Equities, Securities, Fund Administration, Hedge Funds, Derivatives, Investments, Management, SEC filings, Confluence, Bloomberg, Alternative Investments, Microsoft Office, Fund Of Funds, Leadership, Vendor Management Skills, Financial Statements, Offshore Outsourcing
Education
Gwynedd-Mercy College
Finance, General
SEI December 2013 - Present
SEI May 2005 - December 2013
Liberty Ridge Capital April 2003 - May 2005
PBHG February 1999 - April 2003
Skills
Financial Reporting, Mutual Funds, Equities, Securities, Fund Administration, Hedge Funds, Derivatives, Investments, Management, SEC filings, Confluence, Bloomberg, Alternative Investments, Microsoft Office, Fund Of Funds, Leadership, Vendor Management Skills, Financial Statements, Offshore Outsourcing
Education
Gwynedd-Mercy College
Finance, General
Meghan Bojanowski Meghan Bojanowski's SEI Experience October 2013 - Present
Job Accounting Analyst at SEI
Industry Accounting
Experience
SEI October 2013 - Present
Commonwealth of Pennsylvania, Department of Revenue-Bureau of Audits December 2012 - April 2013
Commonwealth of Pennsylvania, Departmen of Revenue-Bureau of Audits 2012 - 2013
Skills
Accounting, Tax, Auditing, Microsoft Office, Sales & Use Tax, Sales & Use Tax..., Tax Software, Invoicing, Finance, Financial Statements
Education
Gwynedd-Mercy College 2009 — 2013
Bachelor's degree, Accounting
SEI October 2013 - Present
Commonwealth of Pennsylvania, Department of Revenue-Bureau of Audits December 2012 - April 2013
Commonwealth of Pennsylvania, Departmen of Revenue-Bureau of Audits 2012 - 2013
Skills
Accounting, Tax, Auditing, Microsoft Office, Sales & Use Tax, Sales & Use Tax..., Tax Software, Invoicing, Finance, Financial Statements
Education
Gwynedd-Mercy College 2009 — 2013
Bachelor's degree, Accounting
Elliot Levy's SEI Experience September 2013 - December 2013
Job Client Representative at New Acquisitions
Industry Financial Services
Experience
New Acquisitions July 2015 - Present
Hype Socks March 2015 - May 2015
Squid Wire May 2014 - August 2014
Fanfluence September 2013 - July 2014
SEI September 2013 - December 2013
Tango Restaurant December 2012 - October 2013
Bengal Converting June 2013 - September 2013
Narberth Athletic Association September 2009 - November 2011
Vector Marketing June 2011 - August 2011
Skills
Leadership, Public Speaking, Spanish, Poet, Sports, Microsoft Word, Team Building, Social Media, Editing, Microsoft Excel, Business Analysis, Teaching, Microsoft Office, Spoken Word, Sales, Financial Accounting, Performance Poetry, Sports Coaching, Statistical Data..., Data Collection, Product Marketing, Telemarketing, Student Organizations, Managerial Accounting, Restaurants, Athletics, Wrestling, Survey Research, Internal Audit, Entrepreneurship, Social Entrepreneurship, Event Planning, Business Planning, Business Strategy
Education
Emory University 2011 — 2015
Business, Sophomore
Harriton High School 2008 — 2011
International Baccalaureate Diploma, General Studies
Lower Merion School District 2007 — 2011
New Acquisitions July 2015 - Present
Hype Socks March 2015 - May 2015
Squid Wire May 2014 - August 2014
Fanfluence September 2013 - July 2014
SEI September 2013 - December 2013
Tango Restaurant December 2012 - October 2013
Bengal Converting June 2013 - September 2013
Narberth Athletic Association September 2009 - November 2011
Vector Marketing June 2011 - August 2011
Skills
Leadership, Public Speaking, Spanish, Poet, Sports, Microsoft Word, Team Building, Social Media, Editing, Microsoft Excel, Business Analysis, Teaching, Microsoft Office, Spoken Word, Sales, Financial Accounting, Performance Poetry, Sports Coaching, Statistical Data..., Data Collection, Product Marketing, Telemarketing, Student Organizations, Managerial Accounting, Restaurants, Athletics, Wrestling, Survey Research, Internal Audit, Entrepreneurship, Social Entrepreneurship, Event Planning, Business Planning, Business Strategy
Education
Emory University 2011 — 2015
Business, Sophomore
Harriton High School 2008 — 2011
International Baccalaureate Diploma, General Studies
Lower Merion School District 2007 — 2011
John Bovatsek John Bovatsek's SEI Experience 1998 - 2004
Job Director, Professional Services at Appian Corporation
Industry Financial Services
Experience
Appian Corporation May 2014 - Present
Oakbrook Solutions, Inc. October 2004 - May 2014
SEI 1998 - 2004
United States Navy 1992 - 1998
Skills
Change Management, Financial Services, Business Process Design, Process Improvement, Vendor Management, Business Process..., SDLC, Business Process, CRM, Management, Leadership, Business Analysis, Software Project..., Program Management, Requirements Analysis, Risk Management, Professional Services, Project Management, Portfolio Management, Asset Management
Education
University of Pennsylvania 2000 — 2003
MSE, Executive Masters of Technology Management (EMTM)
University of Pennsylvania - The Wharton School 2000 — 2003
EMTM, Management of Technology - co-sponsored by The Wharton School
Georgia Institute of Technology 1990 — 1992
BME, Bachelor of Mechanical Engineering
Appian Corporation May 2014 - Present
Oakbrook Solutions, Inc. October 2004 - May 2014
SEI 1998 - 2004
United States Navy 1992 - 1998
Skills
Change Management, Financial Services, Business Process Design, Process Improvement, Vendor Management, Business Process..., SDLC, Business Process, CRM, Management, Leadership, Business Analysis, Software Project..., Program Management, Requirements Analysis, Risk Management, Professional Services, Project Management, Portfolio Management, Asset Management
Education
University of Pennsylvania 2000 — 2003
MSE, Executive Masters of Technology Management (EMTM)
University of Pennsylvania - The Wharton School 2000 — 2003
EMTM, Management of Technology - co-sponsored by The Wharton School
Georgia Institute of Technology 1990 — 1992
BME, Bachelor of Mechanical Engineering
Michael Burke, CFA Michael Burke, CFA's SEI Experience January 2014 - Present
Job Institutional Advice at SEI
Industry Financial Services
Experience
SEI January 2014 - Present
SEI Investments December 2010 - January 2014
SEI Investments September 2008 - December 2010
Bank of New York Mellon June 2006 - March 2008
Education
Fairfield University 2002 — 2006
BS, Finance
SEI January 2014 - Present
SEI Investments December 2010 - January 2014
SEI Investments September 2008 - December 2010
Bank of New York Mellon June 2006 - March 2008
Education
Fairfield University 2002 — 2006
BS, Finance
Ashley Tanks, MA Ashley Tanks, MA's SEI Experience July 2006 - July 2007
Job Account Supervisor at Edelman
Industry Marketing and Advertising
Experience
Edelman 2015 - Present
Creative Circle September 2013 - January 2015
Kidsgym USA August 2012 - January 2015
135th Street Agency Brainchild Associates July 2011 - September 2013
The University of Georgia August 2009 - May 2011
U.S. House of Representatives August 2007 - August 2009
SEI July 2006 - July 2007
Skills
Strategic Communications, Public Relations, Marketing Communications, Media Relations, Event Management, Social Media Marketing, Public Speaking, Marketing, Account Management, Public Affairs, Publication Development, Wedding Planning, Newsletters, CRM, Fundraising, Leadership, Digital Marketing, Email Marketing, Brand Management, Integrated Marketing
Education
The University of Georgia 2009 — 2011
Master of Arts, Journalism & Mass Communication Public Relations
Atlanta Technical College 2007 — 2008
Continuing Education Certificate, Special Events Management
Howard University 2002 — 2006
Bachelor of Business Administration, International Business
Edelman 2015 - Present
Creative Circle September 2013 - January 2015
Kidsgym USA August 2012 - January 2015
135th Street Agency Brainchild Associates July 2011 - September 2013
The University of Georgia August 2009 - May 2011
U.S. House of Representatives August 2007 - August 2009
SEI July 2006 - July 2007
Skills
Strategic Communications, Public Relations, Marketing Communications, Media Relations, Event Management, Social Media Marketing, Public Speaking, Marketing, Account Management, Public Affairs, Publication Development, Wedding Planning, Newsletters, CRM, Fundraising, Leadership, Digital Marketing, Email Marketing, Brand Management, Integrated Marketing
Education
The University of Georgia 2009 — 2011
Master of Arts, Journalism & Mass Communication Public Relations
Atlanta Technical College 2007 — 2008
Continuing Education Certificate, Special Events Management
Howard University 2002 — 2006
Bachelor of Business Administration, International Business
Denean Williams Denean Williams's SEI Experience January 2001 - August 2007
Job Enterprising Executive, Authentic Leader
Industry Investment Management
Experience
Full Circle Computing October 2013 - Present
The Bryn Mawr Trust Company January 2010 - Present
United Way of Southeastern Pennsylvania August 2010 - Present
Cameron Capital Management August 2007 - October 2013
SEI January 2001 - August 2007
SEI Investments January 2001 - August 2007
Deloitte Consulting May 1998 - May 2000
Skills
Business Development, Strategic Planning, Profit Maximization, Sales Management, Negotiation, Contractual Agreements, Software Development, Financial Services, Investment Strategies, Board Governance, Private Equity
Education
Harvard Business School 1996 — 1998
MBA, Finance & General Management
Purdue University 1995 — 1996
Master of Science, Engineering
Penn State University 1989 — 1993
B.S., Engineering
Full Circle Computing October 2013 - Present
The Bryn Mawr Trust Company January 2010 - Present
United Way of Southeastern Pennsylvania August 2010 - Present
Cameron Capital Management August 2007 - October 2013
SEI January 2001 - August 2007
SEI Investments January 2001 - August 2007
Deloitte Consulting May 1998 - May 2000
Skills
Business Development, Strategic Planning, Profit Maximization, Sales Management, Negotiation, Contractual Agreements, Software Development, Financial Services, Investment Strategies, Board Governance, Private Equity
Education
Harvard Business School 1996 — 1998
MBA, Finance & General Management
Purdue University 1995 — 1996
Master of Science, Engineering
Penn State University 1989 — 1993
B.S., Engineering
Daniel Cusimano Daniel Cusimano's SEI Experience January 2007 - Present
Job Director of Business Development, SEI Alternative Investment Manager Services
Industry Financial Services
Experience
SEI January 2007 - Present
SEI January 2002 - December 2006
SEI July 2000 - December 2001
SEI January 2000 - June 2000
Skills
Alternative Investments, Hedge Funds, Private Equity, Financial Services, Series 7, Relationship Management, Business Development, Fund Of Funds, Capital Markets
Education
Georgia Institute of Technology 1995 — 1999
BS, Electrical Engineering
SEI January 2007 - Present
SEI January 2002 - December 2006
SEI July 2000 - December 2001
SEI January 2000 - June 2000
Skills
Alternative Investments, Hedge Funds, Private Equity, Financial Services, Series 7, Relationship Management, Business Development, Fund Of Funds, Capital Markets
Education
Georgia Institute of Technology 1995 — 1999
BS, Electrical Engineering
Cynthia S Lewis, CEBS Cynthia S Lewis, CEBS's SEI Experience January 1990 - February 1996
Job Sr. Mgr of Retirement Plans, iHeart Media, Inc.
Industry Human Resources
Experience
Resources Global Professionals April 2012 - September 2013
Lennox International April 2011 - December 2011
Fidelity Retirement Services October 2007 - February 2009
Alcatel-Lucent June 2005 - April 2006
Lane Gorman Trubitt PLLC 2003 - 2005
Arthur Anderson LLP 1997 - 2001
Texas Commerce Bank Chase January 1996 - July 1997
SEI January 1990 - February 1996
Skills
Benefits Administration, Project Management, Vendor Management, Participant and..., Merger and Acquisitions..., Retirement Benefit..., Employee Benefits, Human Resources, Training, HRIS, Mergers & Acquisitions, Management, Leadership, CRM, Program Management, Deferred Compensation, Employee Relations, Payroll
Education
Henderson State University 1976 — 1982
BSBA
Resources Global Professionals April 2012 - September 2013
Lennox International April 2011 - December 2011
Fidelity Retirement Services October 2007 - February 2009
Alcatel-Lucent June 2005 - April 2006
Lane Gorman Trubitt PLLC 2003 - 2005
Arthur Anderson LLP 1997 - 2001
Texas Commerce Bank Chase January 1996 - July 1997
SEI January 1990 - February 1996
Skills
Benefits Administration, Project Management, Vendor Management, Participant and..., Merger and Acquisitions..., Retirement Benefit..., Employee Benefits, Human Resources, Training, HRIS, Mergers & Acquisitions, Management, Leadership, CRM, Program Management, Deferred Compensation, Employee Relations, Payroll
Education
Henderson State University 1976 — 1982
BSBA
Sienna Landoll Sienna Landoll's SEI Experience March 2014 - Present
Job Project Manager at SEI
Industry Oil & Energy
Experience
SEI March 2014 - Present
AmeriGas Propane June 2013 - March 2014
AmeriGas July 2010 - June 2013
Intelligent Capital Networks / Human Capital Management December 2007 - March 2009
Human Capital Management October 2004 - December 2007
Skills
Recruiting, Training, Project Management, Leadership, Visio, Business Analysis, Analysis, Management, Team Building, Employee Training, Change Management, Databases, Process Improvement, Program Management, SDLC, MS Project, Interviews, PowerPoint, Microsoft Excel, Technical Recruiting, Strategy, Innovation Development, Strategic Planning, Team Leadership, Requirements Analysis, Customer Service, Vendor Management
Education
Hamilton College 2000 — 2004
BS, Sociology, minor in Comparative Literature
SEI March 2014 - Present
AmeriGas Propane June 2013 - March 2014
AmeriGas July 2010 - June 2013
Intelligent Capital Networks / Human Capital Management December 2007 - March 2009
Human Capital Management October 2004 - December 2007
Skills
Recruiting, Training, Project Management, Leadership, Visio, Business Analysis, Analysis, Management, Team Building, Employee Training, Change Management, Databases, Process Improvement, Program Management, SDLC, MS Project, Interviews, PowerPoint, Microsoft Excel, Technical Recruiting, Strategy, Innovation Development, Strategic Planning, Team Leadership, Requirements Analysis, Customer Service, Vendor Management
Education
Hamilton College 2000 — 2004
BS, Sociology, minor in Comparative Literature
Ashlee Keyser Ashlee Keyser's SEI Experience October 2012 - Present
Job Private Banking Project Management Office, Implementation Specialist at SEI
Industry Financial Services
Experience
SEI October 2012 - Present
SEI April 2011 - October 2012
PNC Global Investment Servicing September 2009 - April 2011
SunGard Higher Education January 2006 - August 2008
Skills
Financial Services, Mutual Funds, Securities, Business Analysis, Hedge Funds, Banking, Portfolio Management, Asset Management, Wealth Management, Alternative Investments, Process Improvement
Education
Saint Joseph's University 2010 — 2014
Master of Business Administration (M.B.A.), Finance
Eastern University 2001 — 2005
B.A., Marketing
SEI October 2012 - Present
SEI April 2011 - October 2012
PNC Global Investment Servicing September 2009 - April 2011
SunGard Higher Education January 2006 - August 2008
Skills
Financial Services, Mutual Funds, Securities, Business Analysis, Hedge Funds, Banking, Portfolio Management, Asset Management, Wealth Management, Alternative Investments, Process Improvement
Education
Saint Joseph's University 2010 — 2014
Master of Business Administration (M.B.A.), Finance
Eastern University 2001 — 2005
B.A., Marketing
Cory Jackmuff Cory Jackmuff's SEI Experience December 2014 - Present
Job Operations Supervisor, Investment Manager Services, at SEI
Industry Investment Management
Experience
SEI December 2014 - Present
SEI June 2014 - December 2014
SEI October 2012 - June 2014
TD Bank Group June 2012 - October 2012
TD Bank Group July 2011 - June 2012
Berger Realty May 2010 - August 2010
Underwood-Memorial Hospital June 2007 - August 2008
Skills
Bloomberg Terminal, Microsoft Excel, Outlook, Microsoft Word, PowerPoint, Financial Analysis, Mortgage Lending, Loans, Stata, SSPS, Customer Service
Education
Rowan University 2012 — 2014
Master's Degree, Finance
Gettysburg College 2007 — 2011
Bachelor of Arts, Economics
West Deptford High School 2003 — 2007
SEI December 2014 - Present
SEI June 2014 - December 2014
SEI October 2012 - June 2014
TD Bank Group June 2012 - October 2012
TD Bank Group July 2011 - June 2012
Berger Realty May 2010 - August 2010
Underwood-Memorial Hospital June 2007 - August 2008
Skills
Bloomberg Terminal, Microsoft Excel, Outlook, Microsoft Word, PowerPoint, Financial Analysis, Mortgage Lending, Loans, Stata, SSPS, Customer Service
Education
Rowan University 2012 — 2014
Master's Degree, Finance
Gettysburg College 2007 — 2011
Bachelor of Arts, Economics
West Deptford High School 2003 — 2007
Christian Henwood's SEI Experience August 2011 - Present
Job Emerging Business Operations
Industry Financial Services
Experience
SEI August 2011 - Present
Feldman, Shepherd, Wohlgelernter, Tanner, Weinstock & Dodig, LLP June 2009 - September 2009
Merrill Lynch June 2007 - August 2007
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Data Analysis, Microsoft Word, Financial Reporting, Leadership, Financial Modeling, Research, Access, Financial Analysis, Strategic Planning, Statistics, Social Media
Education
Franklin & Marshall College 2007 — 2011
BA, Economics, Mathematics (Minor)
The Episcopal Academy 1993 — 2007
H.S. Diploma
SEI August 2011 - Present
Feldman, Shepherd, Wohlgelernter, Tanner, Weinstock & Dodig, LLP June 2009 - September 2009
Merrill Lynch June 2007 - August 2007
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Data Analysis, Microsoft Word, Financial Reporting, Leadership, Financial Modeling, Research, Access, Financial Analysis, Strategic Planning, Statistics, Social Media
Education
Franklin & Marshall College 2007 — 2011
BA, Economics, Mathematics (Minor)
The Episcopal Academy 1993 — 2007
H.S. Diploma
Apostolos Kolonias's SEI Experience June 2013 - Present
Job Mutual Fund Trade Analyst II @ SEI
Industry Consumer Services
Experience
SEI June 2013 - Present
SEI 2013 - May 2013
Iron Mountain 2010 - 2011
Advanta Bank Corp. 2005 - 2009
Skills
Microsoft Office..., Detail Oriented, Excellent Written and..., Strong Interpersonal..., Team Player, Positive and Energetic..., Ability to Multi-Task, Customer Experience, Proficient on PC & Mac, Forecasting, Teamwork, Time Management, Customer Service, Project Management, Business Analysis, Sales, Microsoft Office
Education
Gwynedd-Mercy College 2006 — 2008
B.S., Business Administration, Concentration: Organizational Management, Grade Point Average 4.0
SEI June 2013 - Present
SEI 2013 - May 2013
Iron Mountain 2010 - 2011
Advanta Bank Corp. 2005 - 2009
Skills
Microsoft Office..., Detail Oriented, Excellent Written and..., Strong Interpersonal..., Team Player, Positive and Energetic..., Ability to Multi-Task, Customer Experience, Proficient on PC & Mac, Forecasting, Teamwork, Time Management, Customer Service, Project Management, Business Analysis, Sales, Microsoft Office
Education
Gwynedd-Mercy College 2006 — 2008
B.S., Business Administration, Concentration: Organizational Management, Grade Point Average 4.0
Dan Cwalina Dan Cwalina's SEI Experience June 2015 - Present
Job Product Owner at SEI
Industry Financial Services
Experience
SEI June 2015 - Present
SEI June 2010 - Present
SEI October 2005 - June 2010
SEI March 2003 - October 2005
Education
Ursinus College 1999 — 2002
Economics
Gettysburg College 1998 — 1999
SEI June 2015 - Present
SEI June 2010 - Present
SEI October 2005 - June 2010
SEI March 2003 - October 2005
Education
Ursinus College 1999 — 2002
Economics
Gettysburg College 1998 — 1999
Chris Rebman Chris Rebman's SEI Experience March 2007 - October 2008
Job Relationship Manager at SEI Investments
Industry Financial Services
Experience
SEI Investments November 2008 - Present
SEI March 2007 - October 2008
H & R Block Financial Advisors August 1994 - March 2007
H&R Block Financial Advisors August 1994 - May 1997
Skills
Mutual Funds, FINRA, Investments, Series 7, Customer Relations, Securities, ETFs, Equities, Series 24, Alternative Investments
Education
Saint Joseph's University - Erivan K. Haub School of Business 2006 — 2009
MBA, Management
Franklin & Marshall College 1989 — 1993
BA, Business Administration
SEI Investments November 2008 - Present
SEI March 2007 - October 2008
H & R Block Financial Advisors August 1994 - March 2007
H&R Block Financial Advisors August 1994 - May 1997
Skills
Mutual Funds, FINRA, Investments, Series 7, Customer Relations, Securities, ETFs, Equities, Series 24, Alternative Investments
Education
Saint Joseph's University - Erivan K. Haub School of Business 2006 — 2009
MBA, Management
Franklin & Marshall College 1989 — 1993
BA, Business Administration
Brian Barone Brian Barone's SEI Experience May 2008 - Present
Job Business Consultant to Fee Based Registered Investment Advisors at SEI
Industry Financial Services
Experience
SEI May 2008 - Present
SEI May 2006 - April 2008
SEI Investments July 2003 - May 2006
SEI January 2001 - July 2003
The Vanguard Group June 2000 - December 2000
The Vanguard group January 1999 - June 2000
Education
Elizabethtown College 1994 — 1998
Bachelor of Science (BS), Business Administration and Management, Quantitative Techniques
SEI May 2008 - Present
SEI May 2006 - April 2008
SEI Investments July 2003 - May 2006
SEI January 2001 - July 2003
The Vanguard Group June 2000 - December 2000
The Vanguard group January 1999 - June 2000
Education
Elizabethtown College 1994 — 1998
Bachelor of Science (BS), Business Administration and Management, Quantitative Techniques
Chris Ambrogi Chris Ambrogi's SEI Experience January 2014 - Present
Job Hedge Fund Analyst at BNP Paribas
Industry Accounting
Experience
BNP Paribas Financial Services April 2015 - Present
SEI January 2014 - Present
Skills
Microsoft Excel, Accounting, Public Speaking, Strategic Planning, Research, Bloomberg, Mutual Funds, Financial Services, Microsoft Word, PowerPoint, Outlook, Microsoft Office
Education
Franklin & Marshall College 2009 — 2013
Bachelor of Arts (B.A.), Economics
The Haverford School 2005 — 2009
High School Diploma
BNP Paribas Financial Services April 2015 - Present
SEI January 2014 - Present
Skills
Microsoft Excel, Accounting, Public Speaking, Strategic Planning, Research, Bloomberg, Mutual Funds, Financial Services, Microsoft Word, PowerPoint, Outlook, Microsoft Office
Education
Franklin & Marshall College 2009 — 2013
Bachelor of Arts (B.A.), Economics
The Haverford School 2005 — 2009
High School Diploma
Joseph W. Keefer Joseph W. Keefer's SEI Experience May 2008 - May 2010
Job Mortgage Consultant NMLS# 935292
Industry Financial Services
Experience
Trident Mortgage Company, LP August 2014 - Present
Continental Bank November 2013 - April 2014
Wells Fargo Home Mortgage June 2012 - October 2013
PrimePay May 2010 - April 2012
SEI May 2008 - May 2010
Skills
Financial Services, Mortgage Lending, Refinance, Loans, Banking, Credit, Sales, Coaching, Customer Service, Underwriting, Relationship Management, Cold Calling, Mortgage Banking, FHA, Debt Consolidation, First Time Home Buyers, VA loans, Real Estate, USDA, Loan Origination, Credit Analysis, VA Loans
Education
Gettysburg College 2003 — 2007
Economics
Malvern Prep
Trident Mortgage Company, LP August 2014 - Present
Continental Bank November 2013 - April 2014
Wells Fargo Home Mortgage June 2012 - October 2013
PrimePay May 2010 - April 2012
SEI May 2008 - May 2010
Skills
Financial Services, Mortgage Lending, Refinance, Loans, Banking, Credit, Sales, Coaching, Customer Service, Underwriting, Relationship Management, Cold Calling, Mortgage Banking, FHA, Debt Consolidation, First Time Home Buyers, VA loans, Real Estate, USDA, Loan Origination, Credit Analysis, VA Loans
Education
Gettysburg College 2003 — 2007
Economics
Malvern Prep
Gaelen Markese Gaelen Markese's SEI Experience April 2015 - Present
Job Mutual Fund Analyst at SEI
Industry Financial Services
Experience
SEI April 2015 - Present
CoStar Group June 2014 - March 2015
Gettysburg College August 2010 - May 2014
Gettysburg College August 2013 - December 2013
Hines June 2013 - August 2013
Quinnipiac University June 2012 - August 2012
College Pro Painting May 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Cold Calling, Microsoft Word, Microsoft Office, Research
Education
Gettysburg College 2010 — 2014
Bachelor of Arts (BA), Economics
Hopkins School 2006 — 2010
High School Diploma
SEI April 2015 - Present
CoStar Group June 2014 - March 2015
Gettysburg College August 2010 - May 2014
Gettysburg College August 2013 - December 2013
Hines June 2013 - August 2013
Quinnipiac University June 2012 - August 2012
College Pro Painting May 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Cold Calling, Microsoft Word, Microsoft Office, Research
Education
Gettysburg College 2010 — 2014
Bachelor of Arts (BA), Economics
Hopkins School 2006 — 2010
High School Diploma
Joe Strawitz's SEI Experience July 2013 - July 2014
Job Business Development Representative ☁
Industry Information Technology and Services
Experience
Mimeo.com April 2015 - Present
Mimeo.com July 2014 - Present
SEI July 2013 - July 2014
Clickwitz LLC October 2013 - May 2014
The Lancaster Financial Group May 2012 - May 2013
Franklin & Marshall College Advancement September 2011 - March 2012
Skills
Social Media, Public Speaking, PowerPoint, Fundraising, Investments, Strategic Planning, Sales, SEO, Microsoft Office, Insurance, Microsoft Word, Editing, Customer Service, Mac OS X, Market Research, Commercial Litigation, Cold Calling, Time Management, Persistence, Leadership, Intelligence, Client Services, Sales Prospecting, Closing Business, Negotiation, Client Rapport, CRM
Education
Franklin & Marshall College 2009 — 2013
Bachelor of Science (BS), Mathematics, Philosophy
Wissahickon School District 1998 — 2009
Mimeo.com April 2015 - Present
Mimeo.com July 2014 - Present
SEI July 2013 - July 2014
Clickwitz LLC October 2013 - May 2014
The Lancaster Financial Group May 2012 - May 2013
Franklin & Marshall College Advancement September 2011 - March 2012
Skills
Social Media, Public Speaking, PowerPoint, Fundraising, Investments, Strategic Planning, Sales, SEO, Microsoft Office, Insurance, Microsoft Word, Editing, Customer Service, Mac OS X, Market Research, Commercial Litigation, Cold Calling, Time Management, Persistence, Leadership, Intelligence, Client Services, Sales Prospecting, Closing Business, Negotiation, Client Rapport, CRM
Education
Franklin & Marshall College 2009 — 2013
Bachelor of Science (BS), Mathematics, Philosophy
Wissahickon School District 1998 — 2009
Michael Prestoy Michael Prestoy's SEI Experience January 2014 - Present
Job Business and Quality Analyst
Industry Financial Services
Experience
SEI January 2014 - Present
M&T Bank June 2013 - August 2013
Lehigh University September 2012 - May 2013
East Stroudsburg University August 2011 - December 2011
Education
Lehigh University - College of Business and Economics 2012 — 2013
Master of Science (M.S.), Economics, 3.28
East Stroudsburg University of Pennsylvania 2008 — 2012
Bachelor of Business Administration (B.B.A.) and Economics (B.A), Finance, 3.44
Quakertown High Schoool
SEI January 2014 - Present
M&T Bank June 2013 - August 2013
Lehigh University September 2012 - May 2013
East Stroudsburg University August 2011 - December 2011
Education
Lehigh University - College of Business and Economics 2012 — 2013
Master of Science (M.S.), Economics, 3.28
East Stroudsburg University of Pennsylvania 2008 — 2012
Bachelor of Business Administration (B.B.A.) and Economics (B.A), Finance, 3.44
Quakertown High Schoool
Eliot Dash Eliot Dash's SEI Experience July 2014 - Present
Job SEI Wealth Platform: Private Banking PMO
Industry Financial Services
Experience
SEI July 2014 - Present
Georgia Institute of Technology August 2012 - May 2014
NOWaccount Network Corporation May 2013 - August 2013
University of Arizona Swimming & Diving August 2004 - May 2011
Destination Southern Africa October 2009 - June 2010
The University of Arizona May 2008 - August 2009
Skills
Fundraising, Higher Education, Research, Event Planning, Public Relations, Event Management, Management, Social Media Marketing, Entrepreneurship, Social Networking, Social Media, Sports Management, Recruiting, Sales, Sports, Marketing, Strategy, Microsoft Office, Leadership
Education
Georgia Institute of Technology 2012 — 2014
Master of Business Administration (MBA), Marketing & Strategy
University of Arizona 2004 — 2009
B.A, Economics, Classics, Magna Cum Laude
The Westminster Schools 1994 — 2004
CityTerm 2002 — 2002
SEI July 2014 - Present
Georgia Institute of Technology August 2012 - May 2014
NOWaccount Network Corporation May 2013 - August 2013
University of Arizona Swimming & Diving August 2004 - May 2011
Destination Southern Africa October 2009 - June 2010
The University of Arizona May 2008 - August 2009
Skills
Fundraising, Higher Education, Research, Event Planning, Public Relations, Event Management, Management, Social Media Marketing, Entrepreneurship, Social Networking, Social Media, Sports Management, Recruiting, Sales, Sports, Marketing, Strategy, Microsoft Office, Leadership
Education
Georgia Institute of Technology 2012 — 2014
Master of Business Administration (MBA), Marketing & Strategy
University of Arizona 2004 — 2009
B.A, Economics, Classics, Magna Cum Laude
The Westminster Schools 1994 — 2004
CityTerm 2002 — 2002
Kurt Watkinson Kurt Watkinson's SEI Experience July 2012 - December 2014
Job Private Client Associate at Bernstein Private Wealth Management
Industry Financial Services
Experience
Bernstein Private Wealth Management December 2014 - Present
SEI July 2012 - December 2014
SEI June 2011 - August 2011
Kildare Capital June 2010 - August 2010
Education
Georgetown University 2008 — 2012
Bachelor of Arts (B.A.)
The Haverford School 1998 — 2008
Bernstein Private Wealth Management December 2014 - Present
SEI July 2012 - December 2014
SEI June 2011 - August 2011
Kildare Capital June 2010 - August 2010
Education
Georgetown University 2008 — 2012
Bachelor of Arts (B.A.)
The Haverford School 1998 — 2008
Timothy Solberg, CFA Timothy Solberg, CFA's SEI Experience 1986 - 1989
Job Board Director to build trauma and critical care hospital
Industry Financial Services
Experience
Project Medishare for Haiti October 2013 - Present
Columbia College Chicago September 2011 - May 2014
City National Asset Management January 2011 - May 2013
CCM Advisors LLC March 2001 - December 2010
Hewitt Associates 1989 - 2001
SEI 1986 - 1989
Wells Fargo 1985 - 1986
Mellon Bank 1982 - 1984
Skills
Investment Management, Financial Analysis, Investment Advisory, Derivatives, Series 63, Banking, Series 7, Series 25, Mutual Funds, Asset Allocation, Due diligence, Finance, Mergers, Mergers & Acquisitions, Economics, Financial Services, Financial Advisory, Securities, Bonds, Wealth Management, Strategy, Funding, Credit, Risk Management, Retirement, Pensions, Fund Of Funds, Financial Risk, Institutional..., Cash Flow, Portfolio Optimization, Nonprofits, Financial Modeling, Emerging Markets, Corporate Finance, Public Speaking, Strategic Financial..., Financial Markets, Relationship Management, Credit Analysis, Treasury Management, Loans, Strategic Planning, Policy, Project Finance, Due Diligence, Asset Management, Investments, Portfolio Management, Equities
Education
The University of Chicago Booth School of Business 1979 — 1982
Master of Business Administration (M.B.A.), Finance, General
The University of Chicago Booth School of Business
Master of Business Administration (MBA), Finance
Harvard University
Bachelor of Arts (B.A.), Cum Laude in Economics
Project Medishare for Haiti October 2013 - Present
Columbia College Chicago September 2011 - May 2014
City National Asset Management January 2011 - May 2013
CCM Advisors LLC March 2001 - December 2010
Hewitt Associates 1989 - 2001
SEI 1986 - 1989
Wells Fargo 1985 - 1986
Mellon Bank 1982 - 1984
Skills
Investment Management, Financial Analysis, Investment Advisory, Derivatives, Series 63, Banking, Series 7, Series 25, Mutual Funds, Asset Allocation, Due diligence, Finance, Mergers, Mergers & Acquisitions, Economics, Financial Services, Financial Advisory, Securities, Bonds, Wealth Management, Strategy, Funding, Credit, Risk Management, Retirement, Pensions, Fund Of Funds, Financial Risk, Institutional..., Cash Flow, Portfolio Optimization, Nonprofits, Financial Modeling, Emerging Markets, Corporate Finance, Public Speaking, Strategic Financial..., Financial Markets, Relationship Management, Credit Analysis, Treasury Management, Loans, Strategic Planning, Policy, Project Finance, Due Diligence, Asset Management, Investments, Portfolio Management, Equities
Education
The University of Chicago Booth School of Business 1979 — 1982
Master of Business Administration (M.B.A.), Finance, General
The University of Chicago Booth School of Business
Master of Business Administration (MBA), Finance
Harvard University
Bachelor of Arts (B.A.), Cum Laude in Economics
Don Guice's SEI Experience January 1991 - May 2001
Job RETIRED
Industry Information Technology and Services
Experience
Amateur Pilot January 2012 - Present
Private Investments January 2006 - February 2011
SunGard May 2003 - December 2005
Frost Bank June 2001 - April 2003
SEI January 1991 - May 2001
First City Bancorporation of Texas & Subsidiaries 1981 - 1991
Flagship National Bank 1977 - 1981
Skills
Management, Mergers & Acquisitions, Finance, Entrepreneurship, Outsourcing, Banking, Investments, Sales, Negotiation, Managerial Finance, Accounting, Contract Management, Time Management, Investment Properties
Education
University of Miami - School of Business 1979 — 1980
MBA, Business
University of Tennessee-Knoxville - College of Business Administration 1968 — 1972
BS, Finance
Amateur Pilot January 2012 - Present
Private Investments January 2006 - February 2011
SunGard May 2003 - December 2005
Frost Bank June 2001 - April 2003
SEI January 1991 - May 2001
First City Bancorporation of Texas & Subsidiaries 1981 - 1991
Flagship National Bank 1977 - 1981
Skills
Management, Mergers & Acquisitions, Finance, Entrepreneurship, Outsourcing, Banking, Investments, Sales, Negotiation, Managerial Finance, Accounting, Contract Management, Time Management, Investment Properties
Education
University of Miami - School of Business 1979 — 1980
MBA, Business
University of Tennessee-Knoxville - College of Business Administration 1968 — 1972
BS, Finance
Paul Lentini, CFP® ChFC® Paul Lentini, CFP® ChFC®'s SEI Experience June 1997 - February 2000
Job Branch Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC September 2012 - Present
Wells Fargo Advisors March 2001 - September 2012
ASG Software Solutions February 2000 - February 2001
SEI June 1997 - February 2000
US Army June 1991 - May 1997
Skills
Investments, Strategic Planning, Asset Allocation, Financial Advisory, Insurance, Risk Management, Investment Strategies, Retirement Planning, Securities, Portfolio Management, Management, Team Building, Mutual Funds, Finance, Financial Services
Education
Florida State University 2005 — 2006
Certificate in Financial Planning
United States Military Academy at West Point 1987 — 1991
BS, Management/General Engineering
Culver Military Academy 1986 — 1987
Falmouth High School 1982 — 1986
Wells Fargo Advisors, LLC September 2012 - Present
Wells Fargo Advisors March 2001 - September 2012
ASG Software Solutions February 2000 - February 2001
SEI June 1997 - February 2000
US Army June 1991 - May 1997
Skills
Investments, Strategic Planning, Asset Allocation, Financial Advisory, Insurance, Risk Management, Investment Strategies, Retirement Planning, Securities, Portfolio Management, Management, Team Building, Mutual Funds, Finance, Financial Services
Education
Florida State University 2005 — 2006
Certificate in Financial Planning
United States Military Academy at West Point 1987 — 1991
BS, Management/General Engineering
Culver Military Academy 1986 — 1987
Falmouth High School 1982 — 1986
Paul Dellaquila, CIMA®, CAIA Paul Dellaquila, CIMA®, CAIA's SEI Experience January 2002 - March 2007
Job Investment Management Consultant at BlackRock
Industry Financial Services
Experience
BlackRock July 2012 - Present
BlackRock June 2008 - July 2012
Merrill Lynch March 2007 - May 2008
SEI January 2002 - March 2007
Sands Brothers May 2001 - January 2002
Skills
ETFs, Asset Managment, Portfolio Management, Series 7, Investment Management, Sales, Financial Advisory, Asset Allocation, Sales Management, Sales Presentations, Mutual Funds, Wealth Management, New Business Development, Business Development, Relationship Management, Investments, Series 63, Investment Strategies, Investment Advisory, Series 65, Wealth Management..., Series 24, Business Strategy, Securities, Capital Markets, Alternative Investments, Hedge Funds, Financial Services, Certified Investment...
Education
Saint Joseph's University 2004 — 2006
MBA, Finance
Florida State University - College of Business 1997 — 2001
Bachelor of Science, Finance and Marketing
BlackRock July 2012 - Present
BlackRock June 2008 - July 2012
Merrill Lynch March 2007 - May 2008
SEI January 2002 - March 2007
Sands Brothers May 2001 - January 2002
Skills
ETFs, Asset Managment, Portfolio Management, Series 7, Investment Management, Sales, Financial Advisory, Asset Allocation, Sales Management, Sales Presentations, Mutual Funds, Wealth Management, New Business Development, Business Development, Relationship Management, Investments, Series 63, Investment Strategies, Investment Advisory, Series 65, Wealth Management..., Series 24, Business Strategy, Securities, Capital Markets, Alternative Investments, Hedge Funds, Financial Services, Certified Investment...
Education
Saint Joseph's University 2004 — 2006
MBA, Finance
Florida State University - College of Business 1997 — 2001
Bachelor of Science, Finance and Marketing
Bruce James Bruce James's SEI Experience March 2008 - June 2009
Job COO Managing Director Amherst Pierpont Securities LLC
Industry Financial Services
Experience
Amherst Pierpont Securities LLC August 2009 - Present
SEI March 2008 - June 2009
INsurance - Aircraft 2004 - 2008
JP Morgan 1993 - 2007
JPMC 1993 - 2007
JPM Securities Inc 1993 - 2007
JPMorgan 1993 - 2007
JPMorgan Chase 1993 - 2007
JP Morgan Chase 1993 - 2007
Nomura Securities International May 1987 - August 1993
Education
Pace University 1983 — 1984
MBA Candidate, Finance
Hofstra University 1977 — 1980
bba, accounting
Amherst Pierpont Securities LLC August 2009 - Present
SEI March 2008 - June 2009
INsurance - Aircraft 2004 - 2008
JP Morgan 1993 - 2007
JPMC 1993 - 2007
JPM Securities Inc 1993 - 2007
JPMorgan 1993 - 2007
JPMorgan Chase 1993 - 2007
JP Morgan Chase 1993 - 2007
Nomura Securities International May 1987 - August 1993
Education
Pace University 1983 — 1984
MBA Candidate, Finance
Hofstra University 1977 — 1980
bba, accounting
Caroline Lees Caroline Lees's SEI Experience November 2013 - Present
Job Product & Community Writer, Terrain
Industry Writing and Editing
Experience
Terrain October 2012 - Present
SEI November 2013 - Present
Examiner.com February 2012 - January 2014
Villanova University September 2011 - May 2013
Num Yum Greek Yogurt April 2012 - April 2013
Cover Me February 2011 - March 2013
Villanova University August 2011 - September 2012
Gigwise.com June 2009 - February 2010
The FourOhFive.com September 2009 - December 2009
Skills
Editing, Archival Research, Tutoring, Writing, Copywriting, Social Media, Publishing, Copy Editing, WordPress, Research, Journalism, Facebook, Proofreading, Creative Writing, Books, Blogging
Education
Villanova University 2011 — 2013
M.A., English
The Johns Hopkins University 2011 — 2011
Teaching Writing
Franklin & Marshall College 2006 — 2010
B.A., English Literature
Queen Mary, U. of London 2009 — 2009
English
Kennard Dale High School 2002 — 2006
Terrain October 2012 - Present
SEI November 2013 - Present
Examiner.com February 2012 - January 2014
Villanova University September 2011 - May 2013
Num Yum Greek Yogurt April 2012 - April 2013
Cover Me February 2011 - March 2013
Villanova University August 2011 - September 2012
Gigwise.com June 2009 - February 2010
The FourOhFive.com September 2009 - December 2009
Skills
Editing, Archival Research, Tutoring, Writing, Copywriting, Social Media, Publishing, Copy Editing, WordPress, Research, Journalism, Facebook, Proofreading, Creative Writing, Books, Blogging
Education
Villanova University 2011 — 2013
M.A., English
The Johns Hopkins University 2011 — 2011
Teaching Writing
Franklin & Marshall College 2006 — 2010
B.A., English Literature
Queen Mary, U. of London 2009 — 2009
English
Kennard Dale High School 2002 — 2006
Sean Dodds Sean Dodds's SEI Experience June 2015 - Present
Job Middle Office Regional Select Consultant at SEI
Industry International Trade and Development
Experience
SEI June 2015 - Present
SEI August 2014 - June 2015
TD August 2013 - August 2014
Church of the Saviour January 2012 - August 2012
ADE (Costa Rica) September 2011 - January 2012
Church of the Saviour May 2008 - August 2011
Skills
International..., Management, International Business, Volunteer Management, Community Outreach, Public Speaking, Nonprofits, Event Planning, Fundraising, Microsoft Office, Leadership Development, PowerPoint, Microsoft Word, Leadership, Microsoft Excel, Research, Marketing Communications, People-oriented, Connecting People
Education
Eastern University 2009 — 2013
Marketing/ Management, B.S/ B.A
SEI June 2015 - Present
SEI August 2014 - June 2015
TD August 2013 - August 2014
Church of the Saviour January 2012 - August 2012
ADE (Costa Rica) September 2011 - January 2012
Church of the Saviour May 2008 - August 2011
Skills
International..., Management, International Business, Volunteer Management, Community Outreach, Public Speaking, Nonprofits, Event Planning, Fundraising, Microsoft Office, Leadership Development, PowerPoint, Microsoft Word, Leadership, Microsoft Excel, Research, Marketing Communications, People-oriented, Connecting People
Education
Eastern University 2009 — 2013
Marketing/ Management, B.S/ B.A
Smriti Anand Smriti Anand's SEI Experience August 2011 - Present
Job Senior Quality Assurance Analyst/Business Analyst at SEI Investments
Industry Information Technology and Services
Experience
SEI August 2011 - Present
SEI April 2010 - December 2010
SEI February 2008 - March 2010
NIIT Technologies Limited February 2007 - February 2008
HDFC Bank June 2005 - February 2007
Skills
Quality Assurance, SDLC, Test Cases, Oracle, SQL, Microsoft Excel, Tortoise SVN, Process Improvement, Training, Software Documentation, Production Support, Investment Banking, AML, KYC, Retail Banking, Manual Testing, Software Project..., Business Analysis, Requirements Gathering, Requirements Analysis, Quality Center, Software Quality..., Agile Methodologies, User Acceptance Testing
Education
Guru Nanak Dev University 2003 — 2005
Master of Business Administration (MBA), Marketing
Guru Nanak Dev University 2000 — 2003
Bachelor's degree, Economics
SEI August 2011 - Present
SEI April 2010 - December 2010
SEI February 2008 - March 2010
NIIT Technologies Limited February 2007 - February 2008
HDFC Bank June 2005 - February 2007
Skills
Quality Assurance, SDLC, Test Cases, Oracle, SQL, Microsoft Excel, Tortoise SVN, Process Improvement, Training, Software Documentation, Production Support, Investment Banking, AML, KYC, Retail Banking, Manual Testing, Software Project..., Business Analysis, Requirements Gathering, Requirements Analysis, Quality Center, Software Quality..., Agile Methodologies, User Acceptance Testing
Education
Guru Nanak Dev University 2003 — 2005
Master of Business Administration (MBA), Marketing
Guru Nanak Dev University 2000 — 2003
Bachelor's degree, Economics
Simone Quinerly's SEI Experience December 2012 - October 2013
Job Founder & CEO at Quinerly Financial Group
Industry Financial Services
Experience
Quinerly Financial Group February 2014 - Present
Adonai Center for Black Males January 2014 - Present
SEI December 2012 - October 2013
Skills
Microsoft Office, Public Speaking, Customer Service, Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Word, Research, Social Networking, Leadership Development, Fundraising, Training, Teamwork, Management, Analysis, Time Management, Project Planning, Budgets
Education
Edinboro University of Pennsylvania 2008 — 2012
Bachelor of Business Administration (B.B.A.), Financial Planning and Services
Quinerly Financial Group February 2014 - Present
Adonai Center for Black Males January 2014 - Present
SEI December 2012 - October 2013
Skills
Microsoft Office, Public Speaking, Customer Service, Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Word, Research, Social Networking, Leadership Development, Fundraising, Training, Teamwork, Management, Analysis, Time Management, Project Planning, Budgets
Education
Edinboro University of Pennsylvania 2008 — 2012
Bachelor of Business Administration (B.B.A.), Financial Planning and Services
Jennifer Radano Jennifer Radano's SEI Experience November 2013 - October 2014
Job Director of Operations at The Philadelphia Group
Industry Financial Services
Experience
The Philadelphia Group October 2014 - Present
SEI November 2013 - October 2014
BNY Mellon October 2007 - March 2011
Delaware Investments September 2006 - September 2007
Delaware Investments January 1998 - September 2006
Delaware Investments February 1996 - January 1998
Psychiatric Care Associates August 1994 - February 1996
Skills
Financial Reporting, Account Reconciliation, Finance, Fund Accounting, Treasury, Training
Education
La Salle University 2005 — 2008
MBA with concentration in Management
Holy Family University 1990 — 1994
Bachelor of Arts Degree in Accounting
The Philadelphia Group October 2014 - Present
SEI November 2013 - October 2014
BNY Mellon October 2007 - March 2011
Delaware Investments September 2006 - September 2007
Delaware Investments January 1998 - September 2006
Delaware Investments February 1996 - January 1998
Psychiatric Care Associates August 1994 - February 1996
Skills
Financial Reporting, Account Reconciliation, Finance, Fund Accounting, Treasury, Training
Education
La Salle University 2005 — 2008
MBA with concentration in Management
Holy Family University 1990 — 1994
Bachelor of Arts Degree in Accounting
Jay Polansky Jay Polansky's SEI Experience September 2013 - January 2014
Job Reporter (Staff) at The Daily Voice
Industry Online Media
Experience
The Daily Voice June 2015 - Present
Redmond, Coy & Associate January 2014 - October 2014
SEI September 2013 - January 2014
McGladrey June 2013 - August 2013
Asset International May 2012 - January 2013
Greenwich Time May 2009 - December 2012
Skills
Microsoft Excel, Journalism, News Writing, QuickBooks, Editorial, Microsoft Word, Proofreading, Accounting, ProSystem fx Tax, AP Style, Blogging, Magazines, Finance, Lacerte, Copy Editing, Research, Financial Statements, Access, Tax, Budgets, Video, Interviews, RIA Checkpoint, Twitter, WordPress, Social Media Blogging, Content Writing, Instagram, Feature Articles, Magazine Articles, Feature Writing, Magazine Writing, Online Research, Photogaphy, Columns, Politics, American Politics, Small Business, Editing, Interviewing Skills, Telephone Interviewing, Social Media, Bit.ly, American History, Hard News Reporting, Live Blogging, Blogging Software, Event Planning, Event Management, Live Events
Education
Fairfield University 2011 — 2013
Bachelor's Degree, Accounting, GPA: 3.94
University of Connecticut 2009 — 2011
The Daily Voice June 2015 - Present
Redmond, Coy & Associate January 2014 - October 2014
SEI September 2013 - January 2014
McGladrey June 2013 - August 2013
Asset International May 2012 - January 2013
Greenwich Time May 2009 - December 2012
Skills
Microsoft Excel, Journalism, News Writing, QuickBooks, Editorial, Microsoft Word, Proofreading, Accounting, ProSystem fx Tax, AP Style, Blogging, Magazines, Finance, Lacerte, Copy Editing, Research, Financial Statements, Access, Tax, Budgets, Video, Interviews, RIA Checkpoint, Twitter, WordPress, Social Media Blogging, Content Writing, Instagram, Feature Articles, Magazine Articles, Feature Writing, Magazine Writing, Online Research, Photogaphy, Columns, Politics, American Politics, Small Business, Editing, Interviewing Skills, Telephone Interviewing, Social Media, Bit.ly, American History, Hard News Reporting, Live Blogging, Blogging Software, Event Planning, Event Management, Live Events
Education
Fairfield University 2011 — 2013
Bachelor's Degree, Accounting, GPA: 3.94
University of Connecticut 2009 — 2011
Madison Harrod's SEI Experience July 2013 - Present
Job Fund Accountant, SEI
Industry Accounting
Experience
SEI July 2013 - Present
Virtua Health May 2013 - July 2013
Temple University November 2010 - May 2013
Juan Valdez Cafe November 2008 - December 2009
Skills
Accounting, Financial Accounting, Tutoring, PowerPoint, Microsoft Office, Higher Education, Financial Analysis, Financial Reporting, Customer Service, Account Reconciliation, Accounts Payable, General Ledger, Data Entry, Microsoft Excel, Time Management, Teamwork, Bank Reconciliation, Finance, Financial Statements, Teaching, Project Management, Team Leadership, Research, Invoicing
Education
Temple University - Fox School of Business and Management 2010 — 2013
Bachelor of Business Administration (BBA), Accounting
Hartnell College 2005 — 2008
Associate of Arts (AA), Registered Nursing/Registered Nurse
SEI July 2013 - Present
Virtua Health May 2013 - July 2013
Temple University November 2010 - May 2013
Juan Valdez Cafe November 2008 - December 2009
Skills
Accounting, Financial Accounting, Tutoring, PowerPoint, Microsoft Office, Higher Education, Financial Analysis, Financial Reporting, Customer Service, Account Reconciliation, Accounts Payable, General Ledger, Data Entry, Microsoft Excel, Time Management, Teamwork, Bank Reconciliation, Finance, Financial Statements, Teaching, Project Management, Team Leadership, Research, Invoicing
Education
Temple University - Fox School of Business and Management 2010 — 2013
Bachelor of Business Administration (BBA), Accounting
Hartnell College 2005 — 2008
Associate of Arts (AA), Registered Nursing/Registered Nurse
Eric Malehorn Eric Malehorn's SEI Experience May 2015 - Present
Job SEI Wealth Platform Transition Manager
Industry Financial Services
Experience
SEI May 2015 - Present
SEI November 2012 - November 2014
Lincoln Investment Planning October 2010 - November 2012
Lincoln Investment Planning June 2008 - October 2010
Skills
Series 6, Mutual Funds, Investments, Series 26, Risk Management, FINRA, Asset Management, Customer Service, Equities, Financial Analysis, Financial Services, Microsoft Excel, Securities, Wealth Management, Exceptional People...
Education
Gettysburg College
SEI May 2015 - Present
SEI November 2012 - November 2014
Lincoln Investment Planning October 2010 - November 2012
Lincoln Investment Planning June 2008 - October 2010
Skills
Series 6, Mutual Funds, Investments, Series 26, Risk Management, FINRA, Asset Management, Customer Service, Equities, Financial Analysis, Financial Services, Microsoft Excel, Securities, Wealth Management, Exceptional People...
Education
Gettysburg College
Stephanie Bellisario's SEI Experience June 2014 - August 2014
Job Intern at Fifth Third Bank
Industry Banking
Experience
Fifth Third Bank May 2015 - July 2015
SEI June 2014 - August 2014
The Office of Dr. Jeffrey Bellisario September 2010 - 2014
Abercrombie & Fitch June 2010 - August 2013
Abercrombie Kids June 2010 - May 2012
Skills
PowerPoint, Teamwork, Leadership, Customer Service, Time Management, Microsoft Office, Social Media, Microsoft Word, Microsoft Excel, Public Speaking, Photoshop, Bloomberg Software, Research, Event Planning, Social Networking, Facebook, English, Java, HTML, Micro, Morningstar Direct
Education
High Point University 2012 — 2016
Bachelor's of Science, Business Administration and Management, General and Minors in Finance and Marketing
Lorenzo de' Medici 2014 — 2014
Business Administration and Management, General and Minors in Finance and Marketing
Academy of Notre Dame de Namur 2008 — 2012
Fifth Third Bank May 2015 - July 2015
SEI June 2014 - August 2014
The Office of Dr. Jeffrey Bellisario September 2010 - 2014
Abercrombie & Fitch June 2010 - August 2013
Abercrombie Kids June 2010 - May 2012
Skills
PowerPoint, Teamwork, Leadership, Customer Service, Time Management, Microsoft Office, Social Media, Microsoft Word, Microsoft Excel, Public Speaking, Photoshop, Bloomberg Software, Research, Event Planning, Social Networking, Facebook, English, Java, HTML, Micro, Morningstar Direct
Education
High Point University 2012 — 2016
Bachelor's of Science, Business Administration and Management, General and Minors in Finance and Marketing
Lorenzo de' Medici 2014 — 2014
Business Administration and Management, General and Minors in Finance and Marketing
Academy of Notre Dame de Namur 2008 — 2012
Art Patten's SEI Experience August 2015 - Present
Job Client Portfolio Strategist at SEI
Industry Investment Management
Experience
SEI August 2015 - Present
SEI November 2010 - July 2015
654 Advisors, LLC June 2006 - July 2015
Holy Family University 2008 - 2014
Villanova University January 2010 - June 2011
PNC Advisors June 2002 - March 2006
PNC Investments / Hilliard Lyons July 2000 - June 2002
Maxercise November 1994 - September 1999
State Farm Mutual October 1992 - November 1995
Skills
Investments, Management, Strategy, Portfolio Management, Financial Services, Finance, Asset Management, Mutual Funds, Analysis, Valuation, Writing, Marketing Communications, Strategic Communications, Internal & External...
Education
Villanova University 2003 — 2005
MBA
Emory University 1986 — 1991
BA
Urbana University High School 1983 — 1986
High School
Temple University
non-degree
University of Oxford
non-degree
SEI August 2015 - Present
SEI November 2010 - July 2015
654 Advisors, LLC June 2006 - July 2015
Holy Family University 2008 - 2014
Villanova University January 2010 - June 2011
PNC Advisors June 2002 - March 2006
PNC Investments / Hilliard Lyons July 2000 - June 2002
Maxercise November 1994 - September 1999
State Farm Mutual October 1992 - November 1995
Skills
Investments, Management, Strategy, Portfolio Management, Financial Services, Finance, Asset Management, Mutual Funds, Analysis, Valuation, Writing, Marketing Communications, Strategic Communications, Internal & External...
Education
Villanova University 2003 — 2005
MBA
Emory University 1986 — 1991
BA
Urbana University High School 1983 — 1986
High School
Temple University
non-degree
University of Oxford
non-degree
Katie McKernan's SEI Experience June 2014 - August 2014
Job Sales Associate at Ray Ban
Industry Public Relations and Communications
Experience
Ray Ban September 2015 - Present
Lipton Publicity February 2015 - July 2015
The Fashion Class October 2014 - December 2014
SEI June 2014 - August 2014
Anne Bowen June 2011 - July 2011
The RJM Group 2011 - 2011
Skills
Microsoft Office, Social Media, Customer Service, Marketing, Microsoft Excel
Education
Fashion Institute of Technology 2014 — 2017
Advertising Marketing Communications
High Point University 2013 — 2013
Ray Ban September 2015 - Present
Lipton Publicity February 2015 - July 2015
The Fashion Class October 2014 - December 2014
SEI June 2014 - August 2014
Anne Bowen June 2011 - July 2011
The RJM Group 2011 - 2011
Skills
Microsoft Office, Social Media, Customer Service, Marketing, Microsoft Excel
Education
Fashion Institute of Technology 2014 — 2017
Advertising Marketing Communications
High Point University 2013 — 2013
David Kaess David Kaess's SEI Experience July 2013 - Present
Job Asset Data/Pricing Analyst at SEI
Industry Financial Services
Experience
SEI July 2013 - Present
Franklin & Marshall College August 2009 - May 2013
Famous Footwear May 2009 - August 2011
Skills
Leadership, Training, Microsoft Office, Microsoft Excel, Facebook, PowerPoint, Fundraising, Rowing, Research, Bloomberg Terminal, Japanese, Interactive Data, SEI Trust 3000, Asset Pricing, VBA, Microsoft Word, Public Speaking, Social Media, Data Analysis, Event Planning
Education
Franklin & Marshall College 2009 — 2013
Bachelor of Arts (B.A.), Business, Organizations and Society, 3.30
SEI July 2013 - Present
Franklin & Marshall College August 2009 - May 2013
Famous Footwear May 2009 - August 2011
Skills
Leadership, Training, Microsoft Office, Microsoft Excel, Facebook, PowerPoint, Fundraising, Rowing, Research, Bloomberg Terminal, Japanese, Interactive Data, SEI Trust 3000, Asset Pricing, VBA, Microsoft Word, Public Speaking, Social Media, Data Analysis, Event Planning
Education
Franklin & Marshall College 2009 — 2013
Bachelor of Arts (B.A.), Business, Organizations and Society, 3.30
Ellen Marquis Ellen Marquis's SEI Experience August 1986 - December 2008
Job Financial Svs, Banking, Cash Management
Industry Financial Services
Experience
SEI August 1986 - December 2008
Sandoz September 1983 - August 1986
Skills
Mutual Funds, Strategic Planning, Program Management, Financial Services, Finance, Strategy, Banking, Equities, Series 7, Investments, Portfolio Management, Financial Analysis, Risk Management, Recruiting, Cash Management, Cash Flow Forecasting, Commercial Banking, Trust Operations, Corporate Trust, Money Market Funds, Fund Administration, Bank Relationship..., Repurchase Agreements, Fixed Income
Education
Eastern University 1991 — 2007
MBA, Investments and Accounting
Mount St. Mary's University
Bachelor of Arts (B.A.)
SEI August 1986 - December 2008
Sandoz September 1983 - August 1986
Skills
Mutual Funds, Strategic Planning, Program Management, Financial Services, Finance, Strategy, Banking, Equities, Series 7, Investments, Portfolio Management, Financial Analysis, Risk Management, Recruiting, Cash Management, Cash Flow Forecasting, Commercial Banking, Trust Operations, Corporate Trust, Money Market Funds, Fund Administration, Bank Relationship..., Repurchase Agreements, Fixed Income
Education
Eastern University 1991 — 2007
MBA, Investments and Accounting
Mount St. Mary's University
Bachelor of Arts (B.A.)
Nicole Martino's SEI Experience June 2011 - August 2011
Job HNW Registered Investment Representative at Vanguard
Industry Financial Services
Experience
Vanguard April 2014 - Present
Vanguard April 2013 - April 2014
M. Cohen and Sons May 2012 - February 2013
SEI June 2011 - August 2011
Kids Growth, Inc June 2008 - August 2009
ITW (Illinois Tool Works) December 2007 - January 2008
Rita's Water Ice Franchise June 2006 - August 2007
Skills
Accounts Payable, Management, Project Management, Project Planning, Blogging, Payroll, Account Reconciliation, Invoicing, Microsoft Office, Customer Service, Microsoft Excel, Financial Analysis, Banking, Strategic Planning, Risk Management, Social Networking, Social Media, Relationship Management, Portfolio Management, Asset Management, Series 63, Series 7, Mutual Funds, Financial Services, Investments, Wealth Management, Social Media Marketing, PowerPoint, CRM
Education
Franklin & Marshall College 2008 — 2012
Bachelor of the Arts, Business, Organizations and Society
Episcopal Academy 1994 — 2008
High School Diploma, General
Vanguard April 2014 - Present
Vanguard April 2013 - April 2014
M. Cohen and Sons May 2012 - February 2013
SEI June 2011 - August 2011
Kids Growth, Inc June 2008 - August 2009
ITW (Illinois Tool Works) December 2007 - January 2008
Rita's Water Ice Franchise June 2006 - August 2007
Skills
Accounts Payable, Management, Project Management, Project Planning, Blogging, Payroll, Account Reconciliation, Invoicing, Microsoft Office, Customer Service, Microsoft Excel, Financial Analysis, Banking, Strategic Planning, Risk Management, Social Networking, Social Media, Relationship Management, Portfolio Management, Asset Management, Series 63, Series 7, Mutual Funds, Financial Services, Investments, Wealth Management, Social Media Marketing, PowerPoint, CRM
Education
Franklin & Marshall College 2008 — 2012
Bachelor of the Arts, Business, Organizations and Society
Episcopal Academy 1994 — 2008
High School Diploma, General
Jonathan O'Hara's SEI Experience December 2012 - Present
Job Supervisor
Industry Investment Management
Experience
SEI December 2012 - Present
Uncle Bills Pancake House June 2004 - October 2012
Stradley Ronon June 2011 - August 2011
Skills
Microsoft Excel, Time Management, Microsoft Office, Social Networking, PowerPoint, Microsoft Word, Financial Analysis, Customer Service, Social Media, Investments
Education
Villanova University 2015 — 2018
Master of Business Administration (M.B.A.)
Gettysburg College 2008 — 2012
Bachelor of Arts (B.A.), Business Administration and Management, General
SEI December 2012 - Present
Uncle Bills Pancake House June 2004 - October 2012
Stradley Ronon June 2011 - August 2011
Skills
Microsoft Excel, Time Management, Microsoft Office, Social Networking, PowerPoint, Microsoft Word, Financial Analysis, Customer Service, Social Media, Investments
Education
Villanova University 2015 — 2018
Master of Business Administration (M.B.A.)
Gettysburg College 2008 — 2012
Bachelor of Arts (B.A.), Business Administration and Management, General
Troy L. Holmes Troy L. Holmes's SEI Experience 1989 - 1990
Job Knowledge Manager at hybris software
Industry Hospital & Health Care
Experience
hybris software July 2013 - Present
Beachbody January 2013 - Present
McKesson November 2007 - July 2013
Carrier Access Corporation January 2001 - 2007
Evolving Systems, Inc. November 1994 - January 2001
DCR Technologies January 1992 - November 1994
SEI 1989 - 1990
Skills
Online Help, Software Documentation, Telecommunications, Editing, FrameMaker, Agile Project Management, Certified Scrum Master..., Agile Methodologies, Technical Writing, Project Management, Technical Communication, Scrum, Technical Documentation, Management, Training, Instructional Design, E-Learning, Testing, Leadership, Software Quality..., Manuals, Technical Training, RoboHelp, Requirements Analysis, Quality Assurance, Integration, Content Management, SDLC, Test Planning, Visio, Usability Testing
Education
Summit Christian College 2009 — 2011
BS, Management and Ethics
Project Management Institute 2012 — 2012
PMI-ACP, Agile Project Management
Scrum Alliance 2011 — 2011
Certified ScrumMaster, Agile Scrum Project Management, Certificate
Front Range Community College
Technical Communication
hybris software July 2013 - Present
Beachbody January 2013 - Present
McKesson November 2007 - July 2013
Carrier Access Corporation January 2001 - 2007
Evolving Systems, Inc. November 1994 - January 2001
DCR Technologies January 1992 - November 1994
SEI 1989 - 1990
Skills
Online Help, Software Documentation, Telecommunications, Editing, FrameMaker, Agile Project Management, Certified Scrum Master..., Agile Methodologies, Technical Writing, Project Management, Technical Communication, Scrum, Technical Documentation, Management, Training, Instructional Design, E-Learning, Testing, Leadership, Software Quality..., Manuals, Technical Training, RoboHelp, Requirements Analysis, Quality Assurance, Integration, Content Management, SDLC, Test Planning, Visio, Usability Testing
Education
Summit Christian College 2009 — 2011
BS, Management and Ethics
Project Management Institute 2012 — 2012
PMI-ACP, Agile Project Management
Scrum Alliance 2011 — 2011
Certified ScrumMaster, Agile Scrum Project Management, Certificate
Front Range Community College
Technical Communication
Barbara McEvoy Barbara McEvoy's SEI Experience 1988 - 1990
Job Writer and Editor at Collaborative Marketing Solutions
Industry Pharmaceuticals
Experience
Collaborative Marketing Solutions January 2014 - Present
Devon Consulting 2005 - 2007
SEI 1988 - 1990
Skills
Technical Writing,..., Editing, Brochures, Healthcare, Proofreading, Social Media, Copy Editing, Web Content, Freelance Writing, WordPress, Newsletters, Fact-checking, Literature, Creative Writing, Publishing, Social Media Marketing, Publications, Technical Writing, Blogging, Text Editing, Marketing Copy, Grammar, Marketing
Education
Eastern University 1995 — 1996
Graduate classes, MEd in Multicultural Education
Susquehanna University 1979 — 1983
Bachelor's degree, Spanish Language and Literature, Music
Collaborative Marketing Solutions January 2014 - Present
Devon Consulting 2005 - 2007
SEI 1988 - 1990
Skills
Technical Writing,..., Editing, Brochures, Healthcare, Proofreading, Social Media, Copy Editing, Web Content, Freelance Writing, WordPress, Newsletters, Fact-checking, Literature, Creative Writing, Publishing, Social Media Marketing, Publications, Technical Writing, Blogging, Text Editing, Marketing Copy, Grammar, Marketing
Education
Eastern University 1995 — 1996
Graduate classes, MEd in Multicultural Education
Susquehanna University 1979 — 1983
Bachelor's degree, Spanish Language and Literature, Music
Nicole (Miller) Snyder Nicole (Miller) Snyder's SEI Experience July 2011 - Present
Job Account Manager at SEI
Industry Financial Services
Experience
SEI July 2011 - Present
SEI June 2010 - June 2011
SEI February 2007 - May 2010
Yellowbook May 2006 - January 2007
Skills
Accounting, Hedge Funds, Investments, Equities, Securities, Financial Services, Fixed Income, Bloomberg, Asset Management, Portfolio Management, Alternative Investments, Financial Analysis, Wealth Management, Series 7, Relationship Management
Education
Saint Joseph's University 2008 — 2012
Master of Business Administration, Management
Gwynedd-Mercy College 2002 — 2006
Bachelor of Science Degree in Business Administration, Finance
SEI July 2011 - Present
SEI June 2010 - June 2011
SEI February 2007 - May 2010
Yellowbook May 2006 - January 2007
Skills
Accounting, Hedge Funds, Investments, Equities, Securities, Financial Services, Fixed Income, Bloomberg, Asset Management, Portfolio Management, Alternative Investments, Financial Analysis, Wealth Management, Series 7, Relationship Management
Education
Saint Joseph's University 2008 — 2012
Master of Business Administration, Management
Gwynedd-Mercy College 2002 — 2006
Bachelor of Science Degree in Business Administration, Finance
Peter Sulaiman Peter Sulaiman's SEI Experience May 2013 - June 2013
Job University of Pittsburgh School of Dental Medicine
Industry Hospital & Health Care
Experience
SEI May 2013 - June 2013
Grove City College 2012 - 2013
Stroud Water Research Center May 2012 - August 2012
Skills
Team Leadership, Chaplaincy, Soccer, Data Analysis, Access, Databases, Data Entry, SharePoint, Research, Coaching, Analysis, Teamwork, Time Management, Spanish, PowerPoint, Software, Visio, System Administration
Education
University of Pittsburgh School of Medicine 2013 — 2017
Grove City College 2010 — 2013
Bachelor's, Molecular Biology
Gettysburg College 2009 — 2010
SEI May 2013 - June 2013
Grove City College 2012 - 2013
Stroud Water Research Center May 2012 - August 2012
Skills
Team Leadership, Chaplaincy, Soccer, Data Analysis, Access, Databases, Data Entry, SharePoint, Research, Coaching, Analysis, Teamwork, Time Management, Spanish, PowerPoint, Software, Visio, System Administration
Education
University of Pittsburgh School of Medicine 2013 — 2017
Grove City College 2010 — 2013
Bachelor's, Molecular Biology
Gettysburg College 2009 — 2010
Catherine Wilson Catherine Wilson's SEI Experience 1997 - 1998
Job Associate Professor at Villanova University
Industry Higher Education
Experience
Villanova University August 2012 - Present
Villanova University August 2007 - May 2012
LaSalle University January 2005 - May 2005
Program for Research on Religion and Urban Civil Society, University of Pennsylvania 2003 - 2005
Spencer Stuart 1999 - 2001
SEI 1997 - 1998
Industrial College of the Armed Forces January 1996 - December 1996
Skills
Qualitative Research, Politics, Research, Teaching, Non-profits, Writing, Public Administration, Government, Nonprofits, University Teaching, Higher Education, Political Science, History, Spanish, Policy Analysis, Community Outreach
Education
University of Pennsylvania 1998 — 2003
Doctor of Philosophy (PhD), Political Science
Georgetown University 1995 — 1997
Master of Arts (M.A.), Latin American Studies
Villanova University 1990 — 1994
Bachelor of Arts (B.A.), Philosophy
Universidad de Concepción
Villanova University August 2012 - Present
Villanova University August 2007 - May 2012
LaSalle University January 2005 - May 2005
Program for Research on Religion and Urban Civil Society, University of Pennsylvania 2003 - 2005
Spencer Stuart 1999 - 2001
SEI 1997 - 1998
Industrial College of the Armed Forces January 1996 - December 1996
Skills
Qualitative Research, Politics, Research, Teaching, Non-profits, Writing, Public Administration, Government, Nonprofits, University Teaching, Higher Education, Political Science, History, Spanish, Policy Analysis, Community Outreach
Education
University of Pennsylvania 1998 — 2003
Doctor of Philosophy (PhD), Political Science
Georgetown University 1995 — 1997
Master of Arts (M.A.), Latin American Studies
Villanova University 1990 — 1994
Bachelor of Arts (B.A.), Philosophy
Universidad de Concepción
Noreen Procaccini Noreen Procaccini's SEI Experience January 2005 - Present
Job Analyst Investment Management Unit at SEI Investments
Industry Financial Services
Experience
SEI January 2005 - Present
SEI Investments 1998 - Present
SEI May 2002 - January 2005
SEI May 2000 - May 2002
SEI May 1998 - May 2000
Skills
Fund Accounting
Education
Eastern University 1994 — 1998
Bachelors of Science, Accounting
SEI January 2005 - Present
SEI Investments 1998 - Present
SEI May 2002 - January 2005
SEI May 2000 - May 2002
SEI May 1998 - May 2000
Skills
Fund Accounting
Education
Eastern University 1994 — 1998
Bachelors of Science, Accounting
Kevin Hartnett's SEI Experience May 2015 - June 2015
Job President Alpha Upsilon Chapter at Alpha Tau Omega
Industry Investment Management
Experience
Gettysburg College June 2015 - Present
Alpha Tau Omega January 2015 - Present
SEI May 2015 - June 2015
Alpha Tau Omega January 2014 - January 2015
Skills
Microsoft Office, Microsoft Excel, Leadership, PowerPoint, Public Speaking, Microsoft Word
Education
Gettysburg College 2012 — 2016
Bachelor's Degree, Economics, Class of 2016
Gettysburg College June 2015 - Present
Alpha Tau Omega January 2015 - Present
SEI May 2015 - June 2015
Alpha Tau Omega January 2014 - January 2015
Skills
Microsoft Office, Microsoft Excel, Leadership, PowerPoint, Public Speaking, Microsoft Word
Education
Gettysburg College 2012 — 2016
Bachelor's Degree, Economics, Class of 2016
Ben Galanek Ben Galanek's SEI Experience September 2013 - July 2015
Job CFA Level 1 candidate looking to enter into the field of Investment Management
Industry Investment Management
Experience
Susquehanna International Group, LLP (SIG) August 2015 - Present
SEI September 2013 - July 2015
SEI April 2013 - September 2013
Shore Bancshares - The Talbot Bank May 2012 - January 2013
Elizabethtown College, Learning Services January 2009 - May 2011
Skills
Data Analysis, SPSS, Statistical Data..., Economic Research, Investments, Research, Economics, Microsoft Office, Microsoft Excel, Editing, Customer Service, Public Speaking, Business Math
Education
Elizabethtown College 2008 — 2012
Bachelor of Arts (B.A.), Economics, 3.38
Susquehanna International Group, LLP (SIG) August 2015 - Present
SEI September 2013 - July 2015
SEI April 2013 - September 2013
Shore Bancshares - The Talbot Bank May 2012 - January 2013
Elizabethtown College, Learning Services January 2009 - May 2011
Skills
Data Analysis, SPSS, Statistical Data..., Economic Research, Investments, Research, Economics, Microsoft Office, Microsoft Excel, Editing, Customer Service, Public Speaking, Business Math
Education
Elizabethtown College 2008 — 2012
Bachelor of Arts (B.A.), Economics, 3.38
Bob Rusch's SEI Experience 1993 - 1997
Job Operations Manager at ATG LegalServe
Industry Legal Services
Experience
ATG LegalServe November 2009 - Present
Legal Assistants Inc. July 2003 - November 2009
Digital Paper Solutions 2002 - 2003
Capital Resources Advisors 1997 - 2000
SEI 1993 - 1997
Skills
Small Business, Customer Service, Strategic Planning, Negotiation, Microsoft Office, Microsoft Excel, Budgets, Sales, Team Building, New Business Development, Coaching, Public Speaking, Product Development, Operations Management, Project Management, Leadership, Microsoft Word, Financial Analysis, PowerPoint, Forecasting, Recruiting, Process Improvement, Account Management, Risk Management, Management, Team Leadership, Training, Outlook
Education
Eastern Illinois University 1988 — 2003
Bachelor of Science (BS), Accounting
St. Rita High School 1984 — 1988
St. John Fisher
ATG LegalServe November 2009 - Present
Legal Assistants Inc. July 2003 - November 2009
Digital Paper Solutions 2002 - 2003
Capital Resources Advisors 1997 - 2000
SEI 1993 - 1997
Skills
Small Business, Customer Service, Strategic Planning, Negotiation, Microsoft Office, Microsoft Excel, Budgets, Sales, Team Building, New Business Development, Coaching, Public Speaking, Product Development, Operations Management, Project Management, Leadership, Microsoft Word, Financial Analysis, PowerPoint, Forecasting, Recruiting, Process Improvement, Account Management, Risk Management, Management, Team Leadership, Training, Outlook
Education
Eastern Illinois University 1988 — 2003
Bachelor of Science (BS), Accounting
St. Rita High School 1984 — 1988
St. John Fisher
Tim McAndrews's SEI Experience 2007 - Present
Job Service Professional
Industry Investment Banking
Experience
SEI 2007 - Present
Education
Flagler College 1999 — 2003
Bachelor’s Degree, Business Administration
SEI 2007 - Present
Education
Flagler College 1999 — 2003
Bachelor’s Degree, Business Administration
Robin Bortz's SEI Experience March 2008 - Present
Job Business ManagerSEI Investments
Industry Financial Services
Experience
SEI March 2008 - Present
SEI Investments March 2001 - March 2008
Skills
Investments, Accounting, Securities, Portfolio Management
Education
Eastern University
BS, Business Administration
Villanova University
SEI March 2008 - Present
SEI Investments March 2001 - March 2008
Skills
Investments, Accounting, Securities, Portfolio Management
Education
Eastern University
BS, Business Administration
Villanova University
Andrew Daly, CFA's SEI Experience July 2014 - Present
Job Institutional Group at SEI
Industry Investment Management
Experience
SEI July 2014 - Present
Mill Creek Capital Advisors, LLC 2007 - June 2014
Radcliffe Group January 2006 - December 2006
Hirtle, Callaghan & Co. January 2002 - December 2005
InvestorForce January 2000 - December 2001
Vanguard 1998 - 2000
Skills
Alternative Investments, Portfolio Management, Securities, Investments, Due Diligence, Equities, Asset Managment, Series 7, Bloomberg, Valuation, Asset Management, Bonds, Capital Markets, Financial Structuring, Private Equity, Investment Banking, Fixed Income, High Yield, Financial Modeling, Hedge Funds
Education
Grove City College 1994 — 1998
Bachelor of Science (BS), Finance, General, Cum Laude
Conestoga High School 1990 — 1994
SEI July 2014 - Present
Mill Creek Capital Advisors, LLC 2007 - June 2014
Radcliffe Group January 2006 - December 2006
Hirtle, Callaghan & Co. January 2002 - December 2005
InvestorForce January 2000 - December 2001
Vanguard 1998 - 2000
Skills
Alternative Investments, Portfolio Management, Securities, Investments, Due Diligence, Equities, Asset Managment, Series 7, Bloomberg, Valuation, Asset Management, Bonds, Capital Markets, Financial Structuring, Private Equity, Investment Banking, Fixed Income, High Yield, Financial Modeling, Hedge Funds
Education
Grove City College 1994 — 1998
Bachelor of Science (BS), Finance, General, Cum Laude
Conestoga High School 1990 — 1994
David Leggette, CAIA's SEI Experience 1999 - 2004
Job Marketing Executive
Industry Investment Management
Experience
CBRE Clarion Securities July 2004 - Present
SEI Investments October 1999 - June 2004
SEI 1999 - 2004
Education
Hobart and William Smith Colleges 1995 — 1999
CBRE Clarion Securities July 2004 - Present
SEI Investments October 1999 - June 2004
SEI 1999 - 2004
Education
Hobart and William Smith Colleges 1995 — 1999
Donald Haverly, CFA's SEI Experience 2004 - Present
Job Director of Client Services at SEI
Industry Financial Services
Experience
SEI 2004 - Present
Education
Elizabethtown College 1995 — 1998
Bachelor's Degree, International Finance
Elizabethtown College
SEI 2004 - Present
Education
Elizabethtown College 1995 — 1998
Bachelor's Degree, International Finance
Elizabethtown College
Joshua Feierman's SEI Experience September 2012 - September 2014
Job Senior Database Administrator at Gateway Ticketing Systems, Inc.
Industry Computer Software
Experience
Gateway Ticketing Systems, Inc. September 2014 - Present
Do It Simply Software September 2014 - Present
SEI September 2012 - September 2014
SEI March 2010 - September 2012
SEI February 2008 - March 2010
SEI November 2006 - February 2008
SEI Investments 2005 - 2006
Ritz Camera 2004 - 2005
Skills
T-SQL Programming, Database Administration, Microsoft SQL Server, T-SQL, Data Migration, Performance Tuning, Visual Basic, .NET, Data Warehousing, Business Intelligence, SQL, Integration
Education
Franklin & Marshall College 1999 — 2003
Bachelor of Science (BS), Neuroscience
Westtown 1985 — 1999
Gateway Ticketing Systems, Inc. September 2014 - Present
Do It Simply Software September 2014 - Present
SEI September 2012 - September 2014
SEI March 2010 - September 2012
SEI February 2008 - March 2010
SEI November 2006 - February 2008
SEI Investments 2005 - 2006
Ritz Camera 2004 - 2005
Skills
T-SQL Programming, Database Administration, Microsoft SQL Server, T-SQL, Data Migration, Performance Tuning, Visual Basic, .NET, Data Warehousing, Business Intelligence, SQL, Integration
Education
Franklin & Marshall College 1999 — 2003
Bachelor of Science (BS), Neuroscience
Westtown 1985 — 1999
Amy Giardiniere's SEI Experience December 2007 - July 2008
Job Professional Writing and Marketing Services
Industry Writing and Editing
Experience
Amy Giardiniere Professional Writing and Marketing August 2006 - Present
Direct Learning Systems, Inc. March 2013 - January 2014
PetFoodDirect.com May 2012 - March 2013
eBay 2011 - 2012
PetFoodDirect.com April 2011 - August 2011
Yell Adworks Ltd March 2010 - April 2011
Elite Magazine June 2008 - June 2010
SEI December 2007 - July 2008
AmSurg April 2007 - December 2007
Fred Beans Volkswagen of Devon September 2006 - January 2007
Skills
Copywriting, Website Copy, Editing, SEO, Social Media, Online Marketing, Creative Writing, Digital Photography, Event Videography, Journalism, Web Content Creation, Social Media Marketing, Corporate Communications, Marketing Copy, Web Content, Photography, SEO copywriting, Blogging, Proofreading, WordPress, Advertising, Marketing, Copy Editing, Content Management, Content Strategy, Newsletters, Content Writing, Content Development, Press Releases, Editorial, Feature Articles, Web Content Management, Freelance Writing, Magazines, Online Publishing, Email Marketing, Digital Marketing, SEO Copywriting
Education
Eastern University 2002 — 2004
BA, Communication/Media
Shippensburg University of Pennsylvania 2000 — 2002
Journalism/Communication Studies
Amy Giardiniere Professional Writing and Marketing August 2006 - Present
Direct Learning Systems, Inc. March 2013 - January 2014
PetFoodDirect.com May 2012 - March 2013
eBay 2011 - 2012
PetFoodDirect.com April 2011 - August 2011
Yell Adworks Ltd March 2010 - April 2011
Elite Magazine June 2008 - June 2010
SEI December 2007 - July 2008
AmSurg April 2007 - December 2007
Fred Beans Volkswagen of Devon September 2006 - January 2007
Skills
Copywriting, Website Copy, Editing, SEO, Social Media, Online Marketing, Creative Writing, Digital Photography, Event Videography, Journalism, Web Content Creation, Social Media Marketing, Corporate Communications, Marketing Copy, Web Content, Photography, SEO copywriting, Blogging, Proofreading, WordPress, Advertising, Marketing, Copy Editing, Content Management, Content Strategy, Newsletters, Content Writing, Content Development, Press Releases, Editorial, Feature Articles, Web Content Management, Freelance Writing, Magazines, Online Publishing, Email Marketing, Digital Marketing, SEO Copywriting
Education
Eastern University 2002 — 2004
BA, Communication/Media
Shippensburg University of Pennsylvania 2000 — 2002
Journalism/Communication Studies
Brad Line's SEI Experience January 2014 - Present
Job IT Director Private Banking and Head of TRUST 3000 Business Architecture at SEI
Industry Financial Services
Experience
SEI January 2014 - Present
SEI 2010 - January 2014
SEI 2007 - 2010
SEI 2003 - 2007
SEI 2001 - 2003
Accenture June 1998 - August 2001
Skills
IT Strategy, IT Management, Product Development, Design Strategy, Product Design, Business Analysis, SDLC, Product Management, Requirements Gathering, Analysis, Financial Services, Requirements Analysis, Software Project..., Vendor Management, Process Improvement, Business Requirements, Risk Management, Business Process..., Data Modeling, Management
Education
Wharton - University of Pennsylvania 2013 — 2015
Executive MBA, Dual Major: Entrepreneurial Management and Organizational Effectiveness
Pennsylvania State University 2000 — 2002
MSIS, Information Science
Gettysburg College 1990 — 1994
BS, Psychology
SEI January 2014 - Present
SEI 2010 - January 2014
SEI 2007 - 2010
SEI 2003 - 2007
SEI 2001 - 2003
Accenture June 1998 - August 2001
Skills
IT Strategy, IT Management, Product Development, Design Strategy, Product Design, Business Analysis, SDLC, Product Management, Requirements Gathering, Analysis, Financial Services, Requirements Analysis, Software Project..., Vendor Management, Process Improvement, Business Requirements, Risk Management, Business Process..., Data Modeling, Management
Education
Wharton - University of Pennsylvania 2013 — 2015
Executive MBA, Dual Major: Entrepreneurial Management and Organizational Effectiveness
Pennsylvania State University 2000 — 2002
MSIS, Information Science
Gettysburg College 1990 — 1994
BS, Psychology
Gian Craparo's SEI Experience December 2011 - May 2012
Job Vice President at Resource Real Estate
Industry Financial Services
Experience
Resource Real Estate January 2015 - Present
Resource Real Estate April 2014 - December 2014
The Bryn Mawr Trust Company January 2014 - March 2014
Merrill Lynch June 2012 - December 2013
SEI December 2011 - May 2012
Abington Perinatal Associates 2009 - 2011
JCR Capital 2008 - 2009
Skills
Asset Management, Alternative Investment..., Real Estate, Non-traded Investments, REIT, Alternative Investments, Series 7, Investments, Fixed Income Strategies, Wealth Management, Finance, Equities, Personal Financial..., Mutual Funds, Commercial Real Estate, Valuation, Series 66, Life Insurance, Uniform Combined State...
Education
University of Denver - Daniels College of Business
BSBA, Finance/Real Estate
Hamilton College
The Haverford School
Resource Real Estate January 2015 - Present
Resource Real Estate April 2014 - December 2014
The Bryn Mawr Trust Company January 2014 - March 2014
Merrill Lynch June 2012 - December 2013
SEI December 2011 - May 2012
Abington Perinatal Associates 2009 - 2011
JCR Capital 2008 - 2009
Skills
Asset Management, Alternative Investment..., Real Estate, Non-traded Investments, REIT, Alternative Investments, Series 7, Investments, Fixed Income Strategies, Wealth Management, Finance, Equities, Personal Financial..., Mutual Funds, Commercial Real Estate, Valuation, Series 66, Life Insurance, Uniform Combined State...
Education
University of Denver - Daniels College of Business
BSBA, Finance/Real Estate
Hamilton College
The Haverford School
Tony Meyer's SEI Experience 1990 - 1997
Job Regional Director at SEI Investments
Industry Investment Management
Experience
SEI Investments January 2000 - Present
Greenville Capital Management January 1998 - December 1999
SEI 1990 - 1997
Education
Hamilton College 1987 — 1990
Bachelor of Arts (BA), Economics
SEI Investments January 2000 - Present
Greenville Capital Management January 1998 - December 1999
SEI 1990 - 1997
Education
Hamilton College 1987 — 1990
Bachelor of Arts (BA), Economics
Tina McCann's SEI Experience November 1976 - April 1994
Job Administrative Assistant, Morgan Stanley Alternative Investment Partners
Industry Investment Management
Experience
Morgan Stanley April 1994 - Present
SEI November 1976 - April 1994
Education
Goldey Beacom College 1974 — 1976
Morgan Stanley April 1994 - Present
SEI November 1976 - April 1994
Education
Goldey Beacom College 1974 — 1976
Kathie Parisi's SEI Experience July 2001 - Present
Job Managing Director, SEI Relationship Managment Team
Industry Investment Management
Experience
SEI July 2001 - Present
Education
Holy Family University 1987 — 1990
Penn State University
SEI July 2001 - Present
Education
Holy Family University 1987 — 1990
Penn State University
Laura Fabrizio's SEI Experience May 1982 - February 1988
Job SVP Program Manager Corporate Workplace Bank of America
Industry Financial Services
Experience
Bank of America May 2010 - Present
Bank of America - Global Wealth & Investment Management 1989 - June 2010
FleetBoston Financial 1999 - 2004
Bank of Boston 1989 - 1999
SEI May 1982 - February 1988
SEI Investments 1982 - 1988
Skills
Relationship Management, Vendor Management, Management
Education
Ferrum College 1977 — 1979
Associates, Business
Bank of America May 2010 - Present
Bank of America - Global Wealth & Investment Management 1989 - June 2010
FleetBoston Financial 1999 - 2004
Bank of Boston 1989 - 1999
SEI May 1982 - February 1988
SEI Investments 1982 - 1988
Skills
Relationship Management, Vendor Management, Management
Education
Ferrum College 1977 — 1979
Associates, Business
Christina McCann Rogers's SEI Experience September 2008 - Present
Job Workforce Development at SEI
Industry Human Resources
Experience
SEI September 2008 - Present
JBS Packerland (formerly Smithfield) May 2006 - August 2008
Skills
Employee Relations, Onboarding, Employee Benefits, Talent Acquisition, Training, Human Resources, Applicant Tracking..., Talent Management, Deferred Compensation, Microsoft Excel, Change Management, Management, Leadership, Process Improvement, Financial Analysis, Microsoft Office, PowerPoint
Education
Gwynedd Mercy University
BA, Management
Gwynedd Mercy University
SEI September 2008 - Present
JBS Packerland (formerly Smithfield) May 2006 - August 2008
Skills
Employee Relations, Onboarding, Employee Benefits, Talent Acquisition, Training, Human Resources, Applicant Tracking..., Talent Management, Deferred Compensation, Microsoft Excel, Change Management, Management, Leadership, Process Improvement, Financial Analysis, Microsoft Office, PowerPoint
Education
Gwynedd Mercy University
BA, Management
Gwynedd Mercy University
Peggy Murphy's SEI Experience December 1982 - Present
Job Relationship Manager at SEI
Industry Financial Services
Experience
SEI December 1982 - Present
Skills
Mutual Funds, Financial Services, Wealth Management, Relationship Management, Portfolio Management, Securities, Investments, Series 7, Risk Management, Asset Management, Series 63, Customer Service, Account Management, Project Management, Team Building, Process Improvement, Team Leadership, Client Services, Strategic Planning, Team Management, User Acceptance Testing
Education
East Stroudsburg University of Pennsylvania 1972 — 1976
BS, Elementary Education
SEI December 1982 - Present
Skills
Mutual Funds, Financial Services, Wealth Management, Relationship Management, Portfolio Management, Securities, Investments, Series 7, Risk Management, Asset Management, Series 63, Customer Service, Account Management, Project Management, Team Building, Process Improvement, Team Leadership, Client Services, Strategic Planning, Team Management, User Acceptance Testing
Education
East Stroudsburg University of Pennsylvania 1972 — 1976
BS, Elementary Education
Tessa Smith, CPA's SEI Experience February 2010 - Present
Job Director of Accounting & Operations at SEI
Industry Financial Services
Experience
SEI February 2010 - Present
Drake Management LLC August 2002 - December 2009
PricewaterhouseCoopers September 1999 - August 2002
Skills
Hedge Funds, Financial Modeling, Fixed Income, Alternative Investments
Education
Georgetown University 1995 — 1999
BA, Accounting
SEI February 2010 - Present
Drake Management LLC August 2002 - December 2009
PricewaterhouseCoopers September 1999 - August 2002
Skills
Hedge Funds, Financial Modeling, Fixed Income, Alternative Investments
Education
Georgetown University 1995 — 1999
BA, Accounting
Ricky Nicks's SEI Experience 2005 - 2008
Job Vice President at Wilmington Trust
Industry Banking
Experience
Wilmington Trust Vice PresidentSEI InvestmentsJanuary 2005 - July 2008
SEI 2005 - 2008
iGATE Global Solutions April 2001 - October 2004
Wachovia Bank 1970 - 2000
Wachovia 1970 - 2000
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1980 — 1980
Executive Management Program, Business
Guilford College 1966 — 1970
Bachelor of Arts, Economics & Social Studies
Wilmington Trust Vice PresidentSEI InvestmentsJanuary 2005 - July 2008
SEI 2005 - 2008
iGATE Global Solutions April 2001 - October 2004
Wachovia Bank 1970 - 2000
Wachovia 1970 - 2000
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1980 — 1980
Executive Management Program, Business
Guilford College 1966 — 1970
Bachelor of Arts, Economics & Social Studies
Katie Rizzuto's SEI Experience November 2002 - Present
Job Manager at SEI
Industry Financial Services
Experience
SEI November 2002 - Present
SEI July 1999 - November 2002
Phoenixville Federal Savings March 1994 - July 1999
Phoenixville Federal 1993 - 1999
Meridan Bank 1988 - 1989
Skills
Financial Services, Mutual Funds, SDLC, Relationship Management, Portfolio Management, Wealth Management, Investments, Business Analysis, Risk Management, Banking, Back Office, Financial Analysis, Financial Risk, Process Improvement
Education
University of Phoenix 2002 — 2010
Business Management
Montgomery County Community College 1995 — 2002
AS, Business Administration
Gwynedd Mercy University 1986 — 1988
Nursing
SEI November 2002 - Present
SEI July 1999 - November 2002
Phoenixville Federal Savings March 1994 - July 1999
Phoenixville Federal 1993 - 1999
Meridan Bank 1988 - 1989
Skills
Financial Services, Mutual Funds, SDLC, Relationship Management, Portfolio Management, Wealth Management, Investments, Business Analysis, Risk Management, Banking, Back Office, Financial Analysis, Financial Risk, Process Improvement
Education
University of Phoenix 2002 — 2010
Business Management
Montgomery County Community College 1995 — 2002
AS, Business Administration
Gwynedd Mercy University 1986 — 1988
Nursing
J. Matthew Thompson's SEI Experience September 1992 - January 1994
Job Thompson Homes, LLC
Industry Construction
Experience
Thompson Homes, LLC June 2010 - Present
Brinker Capital January 1994 - July 1996
SEI September 1992 - January 1994
Skills
Green Building, Permitting, Real Estate, Construction, Residential, Home, Construction Management, Residential Homes, Real Estate Development, Contractors, Commercial Real Estate, Renovation, Selling, Negotiation, Strategic Planning, Land Development, Process Scheduler, Contract Management, Land Acquisition, Feasibility Studies, Value Engineering
Education
Gettysburg College 1988 — 1992
BA, Finance, Economics
Thompson Homes, LLC June 2010 - Present
Brinker Capital January 1994 - July 1996
SEI September 1992 - January 1994
Skills
Green Building, Permitting, Real Estate, Construction, Residential, Home, Construction Management, Residential Homes, Real Estate Development, Contractors, Commercial Real Estate, Renovation, Selling, Negotiation, Strategic Planning, Land Development, Process Scheduler, Contract Management, Land Acquisition, Feasibility Studies, Value Engineering
Education
Gettysburg College 1988 — 1992
BA, Finance, Economics
Steve Panner's SEI Experience February 2011 - Present
Job Compliance Officer at SEI
Industry Investment Management
Experience
SEI February 2011 - Present
SEI Investments July 2005 - February 2011
Liberty Ridge Capital January 2000 - June 2005
SEI Investments September 1993 - January 2000
Skills
Fund Of Funds, Investments, Equities, Fixed Income, Financial Services, ETFs, Derivatives, SEC filings, Securities Regulation, Valuation, Fund Accounting, Fund Administration
Education
Villanova University 1999 — 2003
Master of Business Administration (MBA), Concentration in Finance
Gettysburg College 1988 — 1992
BA, Accounting, Finance
SEI February 2011 - Present
SEI Investments July 2005 - February 2011
Liberty Ridge Capital January 2000 - June 2005
SEI Investments September 1993 - January 2000
Skills
Fund Of Funds, Investments, Equities, Fixed Income, Financial Services, ETFs, Derivatives, SEC filings, Securities Regulation, Valuation, Fund Accounting, Fund Administration
Education
Villanova University 1999 — 2003
Master of Business Administration (MBA), Concentration in Finance
Gettysburg College 1988 — 1992
BA, Accounting, Finance
Jennifer Mears's SEI Experience January 2014 - Present
Job Learning and Development: Technical Trainer at SEI
Industry Financial Services
Experience
SEI January 2014 - Present
SEI Investments August 2011 - January 2014
SEI April 2011 - August 2011
SEI September 2008 - April 2011
Skills
Mutual Funds, Investments, Accounting, Analysis, Finance, Financial Analysis, Equities, Hedge Funds, Bloomberg, Fund Accounting
Education
St. Joseph's University 2013 — 2016
M.S. Organizational Development and Leadership, Organizational Psychology and Development
Gettysburg College 2003 — 2007
Bachelor's Degree, Business Management
Ridley High School
High School
SEI January 2014 - Present
SEI Investments August 2011 - January 2014
SEI April 2011 - August 2011
SEI September 2008 - April 2011
Skills
Mutual Funds, Investments, Accounting, Analysis, Finance, Financial Analysis, Equities, Hedge Funds, Bloomberg, Fund Accounting
Education
St. Joseph's University 2013 — 2016
M.S. Organizational Development and Leadership, Organizational Psychology and Development
Gettysburg College 2003 — 2007
Bachelor's Degree, Business Management
Ridley High School
High School
Arthur Ramanjulu's SEI Experience March 2007 - Present
Job Fund Accounting Manager at SEI
Industry Financial Services
Experience
SEI March 2007 - Present
PFPC 1995 - 2007
Skills
Fund Accounting, Fund Administration, Mutual Funds, Hedge Funds, Financial Reporting, General Ledger, Bloomberg, Investments, Accounting, Cash Management, Internal Controls, Due Diligence, Portfolio Management, Alternative Investments, SEC filings, Securities, Fund Of Funds, SEC Filings
Education
Eastern University 1988 — 1992
MBA, Accounting, Finance
SEI March 2007 - Present
PFPC 1995 - 2007
Skills
Fund Accounting, Fund Administration, Mutual Funds, Hedge Funds, Financial Reporting, General Ledger, Bloomberg, Investments, Accounting, Cash Management, Internal Controls, Due Diligence, Portfolio Management, Alternative Investments, SEC filings, Securities, Fund Of Funds, SEC Filings
Education
Eastern University 1988 — 1992
MBA, Accounting, Finance
William Mebane's SEI Experience 1993 - 1995
Job Accountant / VBA Programmer
Industry Financial Services
Experience
J.P. Morgan April 2010 - Present
JPMorgan August 2000 - November 2009
The Franklin Mint 1996 - 2000
MFI Associates 1995 - 1996
SEI 1993 - 1995
Skills
Access, VBA, Financial Accounting, MIS, Financial Analysis, Account Reconciliation, Fixed Income, Accounting, Process Improvement, Microsoft Excel, Auditing, Finance, Portfolio Management
Education
Goldey-Beacom College 2009 — 2010
Certificate, Accounting
Virginia Polytechnic Institute and State University 1987 — 1992
BS, Finance
Virginia Polytechnic Institute and State University - Pamplin College of Business 1987 — 1992
BS, Finance
J.P. Morgan April 2010 - Present
JPMorgan August 2000 - November 2009
The Franklin Mint 1996 - 2000
MFI Associates 1995 - 1996
SEI 1993 - 1995
Skills
Access, VBA, Financial Accounting, MIS, Financial Analysis, Account Reconciliation, Fixed Income, Accounting, Process Improvement, Microsoft Excel, Auditing, Finance, Portfolio Management
Education
Goldey-Beacom College 2009 — 2010
Certificate, Accounting
Virginia Polytechnic Institute and State University 1987 — 1992
BS, Finance
Virginia Polytechnic Institute and State University - Pamplin College of Business 1987 — 1992
BS, Finance
Saydei Barlee's SEI Experience January 2005 - June 2005
Job Account Receivables Clerk at LEAF Financial Corporation
Industry Investment Management
Experience
LEAF Commercial Capital, Inc. October 2008 - Present
supplyFORCE July 2005 - April 2007
SEI January 2005 - June 2005
Skills
Financial Reporting
Education
Eastern University 2001 — 2004
FINANCE/ACCOUNTING, ACCOUNTING
LEAF Commercial Capital, Inc. October 2008 - Present
supplyFORCE July 2005 - April 2007
SEI January 2005 - June 2005
Skills
Financial Reporting
Education
Eastern University 2001 — 2004
FINANCE/ACCOUNTING, ACCOUNTING
James T. Ryan's SEI Experience 1993 - 1994
Job Sports Technologies LLC
Industry Investment Banking
Experience
Sports Technologies LLC May 2013 - Present
Symphony Concierge August 2010 - Present
Archstone Investment Management 2008 - 2009
Ameriprise Financial Services, Inc. 1999 - 2007
Mellon Bank/ Dreyfus Investment Services Corporation 1994 - 1998
SEI 1993 - 1994
Equitable Assurance Society/ AXA - Karr-Barth Associates 1986 - 1993
Member of The Philadelphia Stock Exchange 1979 - 1985
Skills
Investments, Retirement Planning, Wealth Management, Portfolio Management, Securities, Asset Managment, Equities, Risk Management, Strategic Financial..., Trading, Series 7, Finance, Insurance, Mutual Funds, Small Business, Marketing Strategy, Product Marketing, Social Media Marketing, Marketing Communications, Profit, Fundraising, Brand Awareness, Brand Loyalty, New Business Development, Business Intelligence, Team Building, Business Strategy, Politics, Entrepreneurship, Events, Non-profits, Management, Asset Management, Nonprofits, Employee Benefits, Business Planning, Marketing, Analytics, Venture Capital, Executive Management, Integrated Marketing, Alternative Investments, Sales, Options, Mergers & Acquisitions, Hedge Funds, Start-ups, Financial Services, Strategic Partnerships, Advertising
Education
Syracuse University 1973 — 1977
Bachelors of Science, School of Management - Marketing
Fairleigh Dickinson University 1977 — 1979
MBA, Finance
Sports Technologies LLC May 2013 - Present
Symphony Concierge August 2010 - Present
Archstone Investment Management 2008 - 2009
Ameriprise Financial Services, Inc. 1999 - 2007
Mellon Bank/ Dreyfus Investment Services Corporation 1994 - 1998
SEI 1993 - 1994
Equitable Assurance Society/ AXA - Karr-Barth Associates 1986 - 1993
Member of The Philadelphia Stock Exchange 1979 - 1985
Skills
Investments, Retirement Planning, Wealth Management, Portfolio Management, Securities, Asset Managment, Equities, Risk Management, Strategic Financial..., Trading, Series 7, Finance, Insurance, Mutual Funds, Small Business, Marketing Strategy, Product Marketing, Social Media Marketing, Marketing Communications, Profit, Fundraising, Brand Awareness, Brand Loyalty, New Business Development, Business Intelligence, Team Building, Business Strategy, Politics, Entrepreneurship, Events, Non-profits, Management, Asset Management, Nonprofits, Employee Benefits, Business Planning, Marketing, Analytics, Venture Capital, Executive Management, Integrated Marketing, Alternative Investments, Sales, Options, Mergers & Acquisitions, Hedge Funds, Start-ups, Financial Services, Strategic Partnerships, Advertising
Education
Syracuse University 1973 — 1977
Bachelors of Science, School of Management - Marketing
Fairleigh Dickinson University 1977 — 1979
MBA, Finance
Samantha Slusz's SEI Experience September 2014 - Present
Job SEI
Industry Financial Services
Experience
SEI September 2014 - Present
State Street July 2007 - August 2014
Skills
Bloomberg
Education
Fairfield University 2000 — 2004
Finance, Marketing
SEI September 2014 - Present
State Street July 2007 - August 2014
Skills
Bloomberg
Education
Fairfield University 2000 — 2004
Finance, Marketing
Kendra Hettel's SEI Experience February 2013 - Present
Job Marketing Review Analyst
Industry Financial Services
Experience
SEI February 2013 - Present
SEI Investments February 2010 - February 2013
SEI Investments July 2008 - February 2010
SEI Investments February 2007 - July 2008
SEI Investments 2005 - 2007
Walt Disney World January 2004 - August 2004
Education
Elizabethtown College 2001 — 2005
BS, Business Administration
Elizabethtown College 2001 — 2005
B.S, Business Administration; Finance
SEI February 2013 - Present
SEI Investments February 2010 - February 2013
SEI Investments July 2008 - February 2010
SEI Investments February 2007 - July 2008
SEI Investments 2005 - 2007
Walt Disney World January 2004 - August 2004
Education
Elizabethtown College 2001 — 2005
BS, Business Administration
Elizabethtown College 2001 — 2005
B.S, Business Administration; Finance
Rebecca Pennington's SEI Experience May 2013 - Present
Job Reconciliation Analyst at SEI
Industry Financial Services
Experience
SEI May 2013 - Present
SEI Investments September 2011 - May 2013
SEI Investments July 2010 - September 2011
SEI Investments September 2009 - October 2010
SEI Investments March 2009 - September 2009
SEI Investments October 2007 - March 2009
David's Bridal June 2002 - October 2007
Robin, Kramer & Green, LLP January 2005 - March 2005
Zanybrainy February 2002 - April 2002
SEI Investments March 2001 - December 2001
Education
Ursinus College 2006 — 2009
Post Baccalareate, Accounting
Eastern Mennonite University 1995 — 1999
Bachelor of Science, Business Administration
SEI May 2013 - Present
SEI Investments September 2011 - May 2013
SEI Investments July 2010 - September 2011
SEI Investments September 2009 - October 2010
SEI Investments March 2009 - September 2009
SEI Investments October 2007 - March 2009
David's Bridal June 2002 - October 2007
Robin, Kramer & Green, LLP January 2005 - March 2005
Zanybrainy February 2002 - April 2002
SEI Investments March 2001 - December 2001
Education
Ursinus College 2006 — 2009
Post Baccalareate, Accounting
Eastern Mennonite University 1995 — 1999
Bachelor of Science, Business Administration
Keith Dietel's SEI Experience October 2014 - Present
Job Director of Compliance, SEI Investment Manager Services and CCO, SEI Institutional Transfer Agency
Industry Financial Services
Experience
SEI October 2014 - Present
SEI April 2005 - October 2014
Education
Franklin & Marshall College 1983 — 1987
BA, Business Management
SEI October 2014 - Present
SEI April 2005 - October 2014
Education
Franklin & Marshall College 1983 — 1987
BA, Business Management
Robert Slaby's SEI Experience April 2012 - Present
Job CEO at SEI
Industry Environmental Services
Experience
SEI April 2012 - Present
Slaby Environmental Water Treatment January 1998 - Present
Slaby Environmental Inc. Carbon Services January 1998 - September 2011
Skills
Pilot, Remediation, Waste, Hazardous Materials..., Groundwater, Stormwater Management, Soil, Water Treatment, New Business Development, Groundwater Remediation, Transportation, Drinking water treatment, air stripping technology, Environmental Awareness, Hazardous Waste..., Environmental..., Waste Management
Education
Golden West College
Business
Saddleback College
Business
SEI April 2012 - Present
Slaby Environmental Water Treatment January 1998 - Present
Slaby Environmental Inc. Carbon Services January 1998 - September 2011
Skills
Pilot, Remediation, Waste, Hazardous Materials..., Groundwater, Stormwater Management, Soil, Water Treatment, New Business Development, Groundwater Remediation, Transportation, Drinking water treatment, air stripping technology, Environmental Awareness, Hazardous Waste..., Environmental..., Waste Management
Education
Golden West College
Business
Saddleback College
Business
Matthew Kirchner's SEI Experience April 2013 - December 2014
Job US Assistant Director at World Amateur Baseball Series
Industry Events Services
Experience
World Amateur Baseball Series January 2015 - Present
SEI April 2013 - December 2014
SEI November 2012 - April 2013
The Hit Doctor June 2012 - November 2012
VistraPartners, LLC January 2007 - January 2012
Hara Software, Inc August 2011 - August 2011
Burlington Royals January 2011 - January 2011
Skills
Hedge Funds, Alternative Investments, Series 7, Fund Of Funds, Investment Advisory, Mergers, Economics, Start-ups, Microsoft Office, Due Diligence, Microsoft Excel, Investments, Finance, Public Speaking, PowerPoint, Retirement Planning, Social Media, Event Management, Event Planning, Time Management
Education
Elon University - Martha and Spencer Love School of Business 2007 — 2011
BSBA Finance, Coursework included Finance, Accounting, Statistics, Economics, Management, Marketing
Villanova University 2013 — 2013
Certificate, Mastering Project Management
Villanova University 2013 — 2013
Certificate, Essentials of Project Management
West Chester University 2011 — 2012
Applied Statistics
World Amateur Baseball Series January 2015 - Present
SEI April 2013 - December 2014
SEI November 2012 - April 2013
The Hit Doctor June 2012 - November 2012
VistraPartners, LLC January 2007 - January 2012
Hara Software, Inc August 2011 - August 2011
Burlington Royals January 2011 - January 2011
Skills
Hedge Funds, Alternative Investments, Series 7, Fund Of Funds, Investment Advisory, Mergers, Economics, Start-ups, Microsoft Office, Due Diligence, Microsoft Excel, Investments, Finance, Public Speaking, PowerPoint, Retirement Planning, Social Media, Event Management, Event Planning, Time Management
Education
Elon University - Martha and Spencer Love School of Business 2007 — 2011
BSBA Finance, Coursework included Finance, Accounting, Statistics, Economics, Management, Marketing
Villanova University 2013 — 2013
Certificate, Mastering Project Management
Villanova University 2013 — 2013
Certificate, Essentials of Project Management
West Chester University 2011 — 2012
Applied Statistics
Raj Lakhani, CFA's SEI Experience 2003 - 2015
Job Principal Consultant at Ciber Inc.
Industry Information Technology and Services
Experience
Ciber Inc. January 2004 - Present
SEI 2003 - 2015
FullTilt Solutions May 1995 - December 2003
Skills
SDLC, Business Analysis, Requirements Analysis, Enterprise Architecture, Solution Architecture, Data Warehousing, Software Project..., SOA, Requirements Gathering, Oracle, IT Strategy, Amortization and..., Agile Methodologies, SQL, Business Intelligence, PL/SQL
Education
CFA Institute
CFA, Chartered Financial Analyst
Institute of Cost and Works Accountants of India - ICWAI
AICWA, Cost and Management Accounting
Gujarat University
Bachelor of Engineering (B.E.), Electronics and Communications Engineering
Ciber Inc. January 2004 - Present
SEI 2003 - 2015
FullTilt Solutions May 1995 - December 2003
Skills
SDLC, Business Analysis, Requirements Analysis, Enterprise Architecture, Solution Architecture, Data Warehousing, Software Project..., SOA, Requirements Gathering, Oracle, IT Strategy, Amortization and..., Agile Methodologies, SQL, Business Intelligence, PL/SQL
Education
CFA Institute
CFA, Chartered Financial Analyst
Institute of Cost and Works Accountants of India - ICWAI
AICWA, Cost and Management Accounting
Gujarat University
Bachelor of Engineering (B.E.), Electronics and Communications Engineering
Karen E. Toth's SEI Experience May 2014 - November 2014
Job Attorney with inhouse (financial services) and large law firm experience
Industry Financial Services
Experience
SEI May 2014 - November 2014
Lincoln Financial Group June 2011 - September 2013
Willig, WIlliams & Davidson 2009 - 2011
Wolf Block 1999 - 2008
Skills
Employee Benefits, Litigation, ERISA, Securities, Securities Regulation, Retirement, Corporate Law, Legal Research, Corporate Governance
Education
Georgetown University Law Center
LL.M., Taxation
Temple University School of Law
JD, Law
Miami University
B.S., Finance, Organizational Behavior
SEI May 2014 - November 2014
Lincoln Financial Group June 2011 - September 2013
Willig, WIlliams & Davidson 2009 - 2011
Wolf Block 1999 - 2008
Skills
Employee Benefits, Litigation, ERISA, Securities, Securities Regulation, Retirement, Corporate Law, Legal Research, Corporate Governance
Education
Georgetown University Law Center
LL.M., Taxation
Temple University School of Law
JD, Law
Miami University
B.S., Finance, Organizational Behavior
Michael Behounek's SEI Experience September 2015 - Present
Job Operations Analyst II at SEI
Industry Financial Services
Experience
SEI September 2015 - Present
SEI September 2014 - Present
Franklin Mint Federal Credit Union October 2013 - September 2014
Franklin Mint Federal Credit Union October 2012 - October 2013
Franklin Mint Federal Credit Union March 2012 - October 2012
Compton Financial Group June 2011 - December 2011
Elizabethtown College April 2009 - May 2011
Hershey Entertainment & Resorts May 2010 - August 2010
Elizabethtown College August 2007 - May 2010
Skills
Leadership, Time Management, Customer Service, Management, Problem Solving
Education
Saint Joseph's University 2013 — 2016
Master of Business Administration (MBA), Finance
Elizabethtown College 2007 — 2011
Bachelor of Science, Business Administration
University of Gloucestershire 2009 — 2009
Business, Literature, and Spanish
North Harford
SEI September 2015 - Present
SEI September 2014 - Present
Franklin Mint Federal Credit Union October 2013 - September 2014
Franklin Mint Federal Credit Union October 2012 - October 2013
Franklin Mint Federal Credit Union March 2012 - October 2012
Compton Financial Group June 2011 - December 2011
Elizabethtown College April 2009 - May 2011
Hershey Entertainment & Resorts May 2010 - August 2010
Elizabethtown College August 2007 - May 2010
Skills
Leadership, Time Management, Customer Service, Management, Problem Solving
Education
Saint Joseph's University 2013 — 2016
Master of Business Administration (MBA), Finance
Elizabethtown College 2007 — 2011
Bachelor of Science, Business Administration
University of Gloucestershire 2009 — 2009
Business, Literature, and Spanish
North Harford
Greg Fairbanks's SEI Experience December 2002 - May 2011
Job CNC Machinist at IMS Precision Inc.
Industry Aviation & Aerospace
Experience
IMS Precision Inc. June 2014 - Present
Dynetics, Inc. May 2011 - June 2014
SEI December 2002 - May 2011
Global Systems July 2001 - December 2002
FMI Medical March 2001 - July 2001
Industrial Manufacturing Specialities February 1994 - March 2001
Skills
CNC Programming, CNC manufacturing, Active DoD Secret..., Defense Programs, Reverse Engineering, Rapid Prototyping, Designing, MIL-STD, Surfcam, CAD, Mori Seiki Mill/Turn..., OKK 5-Axis Programming, Fanuc, Project Management, Job Estimating, Compression Molding, Automation Tools, Product Management, Injection Molding, Leadership, Team Building, Hands-on leader, Lean Manufacturing, GD&T, ASQ, Manufacturing, Manufacturing..., CAD/CAM Software, CAD/CAM, Aerospace, Cnc, DoD, Engineering, CNC
Education
George C Wallace State Community College-Hanceville 1994 — 1997
Associates Degree, Machine Tool Technology/Machinist, 3.95
University of Alabama at Huntsville 2001 — 2002
Mechanical Aerospace Engineering, 3.5
IMS Precision Inc. June 2014 - Present
Dynetics, Inc. May 2011 - June 2014
SEI December 2002 - May 2011
Global Systems July 2001 - December 2002
FMI Medical March 2001 - July 2001
Industrial Manufacturing Specialities February 1994 - March 2001
Skills
CNC Programming, CNC manufacturing, Active DoD Secret..., Defense Programs, Reverse Engineering, Rapid Prototyping, Designing, MIL-STD, Surfcam, CAD, Mori Seiki Mill/Turn..., OKK 5-Axis Programming, Fanuc, Project Management, Job Estimating, Compression Molding, Automation Tools, Product Management, Injection Molding, Leadership, Team Building, Hands-on leader, Lean Manufacturing, GD&T, ASQ, Manufacturing, Manufacturing..., CAD/CAM Software, CAD/CAM, Aerospace, Cnc, DoD, Engineering, CNC
Education
George C Wallace State Community College-Hanceville 1994 — 1997
Associates Degree, Machine Tool Technology/Machinist, 3.95
University of Alabama at Huntsville 2001 — 2002
Mechanical Aerospace Engineering, 3.5
Andrew Derstine's SEI Experience April 2014 - Present
Job Operations Supervisor Institutional & Private Client at SEI
Industry Financial Services
Experience
SEI April 2014 - Present
Living Hope Farm January 2014 - Present
Skills
Accounting, Finance, Portfolio Management, Standards Compliance, Data Analysis, Leadership
Education
Eastern Mennonite University 2007 — 2011
B.S.
Christopher Dock Mennonite High School 2003 — 2007
SEI April 2014 - Present
Living Hope Farm January 2014 - Present
Skills
Accounting, Finance, Portfolio Management, Standards Compliance, Data Analysis, Leadership
Education
Eastern Mennonite University 2007 — 2011
B.S.
Christopher Dock Mennonite High School 2003 — 2007
Chris Herr's SEI Experience March 2015 - Present
Job Engineer at SE&I
Industry Civil Engineering
Experience
SE&I March 2015 - Present
Environmental Consulting Services, ECS Limited September 2014 - Present
Manson Construction Co. 2009 - 2014
Skills
Civil Engineering, Concrete, Engineering, Project Engineering, Inspection, Steel Design, Foundation Design, Project Estimation, Construction Management, Concrete Design, Masonry design, Concrete Testing, Materials Testing, Music Theory, Timber Structures, Double Bass, Bass Guitar
Education
University of North Florida 2003 — 2008
Bachelor of Science (B.S.), Civil Engineering, 3.1
Florida Community College at Jacksonville 2001 — 2003
Associate of Arts (AA), Music
SE&I March 2015 - Present
Environmental Consulting Services, ECS Limited September 2014 - Present
Manson Construction Co. 2009 - 2014
Skills
Civil Engineering, Concrete, Engineering, Project Engineering, Inspection, Steel Design, Foundation Design, Project Estimation, Construction Management, Concrete Design, Masonry design, Concrete Testing, Materials Testing, Music Theory, Timber Structures, Double Bass, Bass Guitar
Education
University of North Florida 2003 — 2008
Bachelor of Science (B.S.), Civil Engineering, 3.1
Florida Community College at Jacksonville 2001 — 2003
Associate of Arts (AA), Music
Kyle Malloy's SEI Experience August 2014 - Present
Job Fund Accounting Analyst at SEI
Industry Accounting
Experience
SEI August 2014 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, Photoshop, HTML, Strategic Planning, Budgets, Editing, C++
Education
Eastern University 2009 — 2014
Bachelor of Science (BS), Accounting and Finance
SEI August 2014 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, Photoshop, HTML, Strategic Planning, Budgets, Editing, C++
Education
Eastern University 2009 — 2014
Bachelor of Science (BS), Accounting and Finance
Joe Getter's SEI Experience June 2007 - July 2009
Job Finance/Billing at US Legal, Inc.
Industry Internet
Experience
US Legal, Inc. July 2011 - Present
Sports Favorites, INC August 2002 - August 2011
SEI June 2007 - July 2009
Education
Holy Family University 2004 — 2007
Bachelor's degree, Finance, General
US Legal, Inc. July 2011 - Present
Sports Favorites, INC August 2002 - August 2011
SEI June 2007 - July 2009
Education
Holy Family University 2004 — 2007
Bachelor's degree, Finance, General
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.