SEI Company
Industry: Financial services company
DescriptionSEI Investments Company, formerly Simulated Environments Inc, is a financial services company headquartered in Oaks, Pennsylvania, United States. The company describes itself as "a global provider of investment processing, investment management, and investment operations solutions". Headquarters: Oaks, PA CEO: Alfred P. West, Jr. (1968–) Founder: Alfred P. West, Jr. Founded: 1968 Subsidiaries: SEI Investments Inc, LSV ASSET MANAGEMENT,
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2,206 SEI employees in database. Find out everything there's to know about SEI employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
SEI Employees
EDF Renewable Energy November 2014 - Present
MCG - Part of the Hearst Health Network October 2013 - September 2014
Novatel Wireless July 2007 - September 2013
HSBC Auto Finance May 2006 - June 2007
SEI July 2004 - March 2006
AT&T April 2001 - July 2004
Education
Lehigh University 2001 — 2004
MBA, Finance
King's College 1993 — 1997
BA, Accounting
Pfizer June 2015 - Present
LiquidHub June 2015 - Present
Collaborative Consulting March 2014 - May 2015
HCL Technologies March 2012 - February 2014
Merck March 2012 - September 2013
Teva Pharmaceuticals May 2008 - March 2012
SEI April 2005 - May 2008
Best Buy January 2002 - May 2005
Tata Consultancy Services December 2000 - April 2005
PUNJAB NATIONAL BANK December 2000 - December 2001
Skills
Data Warehousing, Project Management, ETL, Business Intelligence, Data Modeling, Oracle, SDLC, Informatica, PL/SQL, Teradata, Requirements Analysis, Solution Architecture, Data Integration, OBIEE, SQL Tuning, Databases, Analytics, Power Exchange, SQL, SQL Server, Power Center, Data Warehouse..., Business Analysis, Software Project..., Enterprise Architecture, Data Migration, DB2, Unix Shell Scripting, Performance Tuning, Unix, OLAP, Agile Methodologies, Siebel, Toad, Erwin, Integration, Database Design, XML, Oracle Applications, Visio, Software Development, EII, Informatica..., Change Data Capture, Microsoft SQL Server, Data Architecture, Consulting
Education
Indian Institute of Technology, Delhi
M.Tech, Process Enginnering
Little Flower Matriculation Hr. Sec. School
Scientific society of Department of Electronics
Advanced Diploma in Computer Programming, Computer Programming
University of Madras
B.Tech, Process Engineering
SEI 2009 - Present
SEI Investments February 2008 - Present
Skills
Alternative Investments, Fund Accounting, Securities, Bloomberg, Fund Administration, Mutual Funds, Hedge Funds, Fixed Income, Account Reconciliation, Asset Allocation, Asset Management, Bloomberg Terminal, Derivatives, Financial Reporting, Financial Analysis, Equities, Fund Of Funds, Financial Services, GAAP, Investments, Portfolio Management, Private Equity, Financial Modeling
Education
West Chester University of Pennsylvania 2003 — 2005
BS, Economics
James Madison University
Heartland Dental April 2013 - Present
ATI Fitness Center March 2011 - Present
SEI September 2000 - April 2003
Skills
Fitness, Customer Service, Public Speaking, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Team Building, Financial Services, Customer Retention, Fundraising
Education
Immaculata College
Information Technology and Business, Computer and Math
The Glenmede Trust Company, N.A. January 2014 - Present
Turner Investments, L.P. November 2012 - January 2014
Aberdeen Asset Management September 2010 - October 2012
SEI January 2009 - September 2010
SEI December 2006 - December 2008
SEI August 2005 - December 2006
Citi June 2004 - August 2004
Nationwide Financial June 2003 - August 2003
Goldman Sachs June 2002 - August 2002
Skills
Business Development, Strategy, Marketing, Presentations, RFP, Strategic Sales Planning, Tactical Sales Planning, Training, Salesforce.com, Leadership, Management, Email Marketing, Social Media Marketing, Editing, Financial Analysis, Blogging, Event Planning, Responsys Interact, Microsoft CRM, Interwoven, Red Dot, Reach Mail, WebSurveyor, Zarca, RFP Machine, Qvidian, CRM, FactSet
Education
Howard University 2001 — 2005
B.B.A., Marketing, Cum Laude
Maumee Valley Country Day School 1997 — 2001
High School, Honors
SEI October 2008 - Present
SEI 2008 - 2014
Skills
Financial Services, IRAs, Tax Reporting, State Tax, Relationship Management, 401k, Customer Service, Roth IRA, Simple IRA, SEP IRA
Education
Kutztown University of Pennsylvania 2006 — 2008
BS, Business Administration/Marketing
Eastern University 2003 — 2005
Bachelor of Business Administration/Marketing, Core Courses
BlackRock January 2014 - Present
SEI June 2013 - December 2013
Thomas Jefferson University Hospitals June 2012 - September 2012
Education
Kutztown University of Pennsylvania 2009 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General
SEI June 2015 - Present
American Campus Communities August 2014 - May 2015
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Teamwork, Time Management, Public Speaking, Social Media, Accounting, Leadership, Visual Basic, Photoshop, Customer Service, Facebook, Access
Education
James Madison University 2012 — 2016
Bachelor’s Degree, Marketing
SEI May 2004 - Present
SEI July 2002 - April 2004
SEI July 1997 - June 2002
Skills
Project Management, Asset Allocation, Mutual Funds, Hedge Funds, Investments, Bloomberg, Securities, Investment Advisory, Investment Management, Financial Services
Education
Saint Joseph's University 2012 — 2014
Master of Business Administration (MBA), Buisness
King College 1991 — 1995
BA, History
SEi May 2014 - Present
American PCS April 2015 - June 2015
Heartland Automotive Services, Inc. January 2015 - April 2015
IBM August 2008 - March 2014
Willis & Willis Technologies 2005 - 2007
Skills
Custom Computers /..., Windows, Editing, Public Speaking, Photoshop, Budgets, Research, Microsoft Word, Outlook, Teaching, Customer Service
Education
ITT Technical Institute-Omaha 2000 — 2003
Associate's Degree, Electronics Engineer
Omaha Benson High School 1987 — 1990
SEI February 2013 - Present
Devon Preparatory School 2000 - 2014
Morgan, Lewis & Bockius LLP August 2012 - February 2013
SolomonEdwardsGroup, LLC July 2012 - August 2012
Red Hound 2010 - 2011
Victory Brewing Company 2009 - 2011
McKenzie 2008 - 2010
Devon Preparatory School 2000 - 2004
Skills
Strategic Planning, Project Management, Team Building, Leadership, PowerPoint, Social Media Marketing, Customer Service, Marketing
Education
Immaculata University 2008 — 2012
Bachelor's degree, Business Administration/Management
Devon Preparatory School
Other
Other
St. Patrick Malvern
The Ohio State University
The Ohio State University
SEI December 2014 - Present
Monarch Staffing March 2012 - May 2014
Publicis Touchpoint Solutions, Inc. January 2012 - March 2012
First Commonwealth Bank November 2010 - September 2011
CVS Caremark Corporation February 2010 - November 2010
Skills
Recruitment/Retention, Payroll, HRIS, Microsoft Office, Training & Development, PeopleSoft, Diversity, Sourcing, Resume Writing, Employee Training, Recruiting, Performance Management, Applicant Tracking..., Human Resources, Leadership Development, Training, Hiring, Employment Law, Temporary Placement, College Recruiting, Onboarding, New Hire Orientations, Internet Recruiting, Labor Relations, Talent Acquisition, Interviews, Screening Resumes, Job Fairs, Talent Management, Temporary Staffing, Technical Recruiting, Contract Recruitment, Benefits Administration, Screening, Workforce Planning, Taleo, Deferred Compensation, Succession Planning, Background Checks, Management
Education
Indiana University of Pennsylvania 2011 — 2011
Master of Arts, Employment and Labor Relations
Indiana University of Pennsylvania 2005 — 2009
BA, Psychology
SEI November 2013 - Present
Skills
Microsoft Office, Customer Service, Microsoft Excel, Public Speaking, Microsoft Word, Teaching, Training, Leadership, Coaching, Team Building
Education
Kent State University at Tuscarawas 2009 — 2016
Associate's degree
NavPort September 2015 - Present
Ultimark Products March 2015 - August 2015
eBay Enterprise October 2013 - March 2015
Wilhelmina of Philadelphia April 2013 - October 2013
SEI February 2013 - August 2013
Inmod June 2012 - December 2012
Atrium Staffing February 2012 - May 2012
Hart Agency March 2011 - December 2011
Loon Inc August 2010 - October 2010
Xist Model and Talent May 2007 - August 2010
Skills
Film, Screenwriting, Editing, Facebook, Final Cut Pro, Blogging, iMovie, Press Releases, Producing, Garageband, Adobe Audition, Microsoft Excel, PowerPoint, Acting, Entertainment, Event Management, Video, Television, Advertising, Social Networking
Education
King's College 2006 — 2010
Bachelors, Mass Communications
River Dell High School 2006 — 2010
SunGard June 2014 - Present
SEI January 2012 - May 2014
SEI August 2009 - January 2012
SEI August 2008 - August 2009
SEI January 2007 - August 2008
Education
James Madison University 2001 — 2005
Bachelors, Sport Management
SEI September 2013 - Present
Giant June 2009 - October 2011
The Club at Shannondell & Chadwick's Restaurant/Bar November 2007 - May 2009
Skills
•Working knowledge of..., •Experience with..., •Familiarity with..., •Capable of picking up..., Accounting, Tax, Financial Accounting, Social Media, Cost Accounting, Tax Accounting, Financial Statements, Bank Reconciliation, Leadership, Public Speaking, Social Networking
Education
Kutztown University of Pennsylvania 2008 — 2012
B.S.B.A., Accounting
Kutztown University of Pennsylvania 2008 — 2012
B.S.B.A, Accounting
SEI July 2012 - Present
SEI June 2007 - July 2012
Tata Consultancy Services November 2005 - July 2007
Skills
Investment Banking, Business Analysis, Data Migration, User Acceptance Testing, Use Case, BRDs, SharePoint, Microsoft Excel, SQL, Project Management, Portfolio Management, Financial Accounting, 401k, Capital Markets, Mutual Funds, Mortgage Banking, Bond Markets, Derivatives, Full SDLC, Settlement, Depository Services, Asset Management, Foreign Exchange, Brokerage, Global Custody, DTC, Cash Management, Tax Reporting, Financial Statements, Corporate Actions, Agile Methodologies, Test Management, Regression Testing, Manual Testing
Education
Jamia Millia Islamia 2001 — 2005
Bachelor of Technology (B.Tech.), Mechanical Engineering, A
PwC September 2014 - Present
Immaculata University November 2010 - May 2014
SEI June 2013 - August 2013
2 Sports Incorporated July 2012 - June 2013
Skills
Accounts Receivable, Accounts Payable, Teaching, Research, Public Speaking, PowerPoint, Microsoft Office, Access, Microsoft Word, Microsoft Excel, Time Management, Social Media
Education
Immaculata University 2010 — 2014
Bachelor of Science (BS), Accounting and Finance
Catholic Health East November 2003 - Present
SEI October 2000 - August 2003
Primestar by Direct TV July 1997 - October 2000
State Financial Network April 1996 - July 1997
Skills
SharePoint, Web Design, Website Development, PHP, Active Directory, InfoPath Forms, Disaster Recovery, Customer Service, Sitecore, Single Sign-On
Education
University of Pittsburgh 1994 — 1996
Bachelor of Science (BS), Computer Science
Jamestown Community College 1993 — 1994
Associate of Arts and Sciences (AAS), Computer Science
Jamestown Community College 1991 — 1993
Associate of Arts (AA), Accounting and Finance
SEI December 2012 - Present
SEI April 2009 - November 2012
SEI January 2007 - March 2009
SEI Investments (Europe) October 2004 - January 2007
SEI Investments (Europe) November 2003 - September 2004
SEI August 2001 - November 2003
SEI August 1999 - July 2001
Education
Lehigh University 1995 — 1999
B.S., Industrial Engineering
International School of Brussels 1993 — 1995
International Baccalaureate
SEI May 2011 - Present
Southern California Edison April 2010 - March 2011
Tata Consultancy Services Ltd. January 2007 - February 2010
iBilt Technologies July 2006 - December 2006
Skills
JCL, COBOL, SDLC, Quality Center, DB2, IBM Tivoli, BMC Remedy, SharePoint, ITIL, CA scheduler, Manual Testing, BMC Magic, ADABAS, VSS, Ms Visio, MS Project, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, SQL, Oracle, Toad
Education
Kurukshetra University 2002 — 2006
Bachelor of Technology (BTech), Information Technology
DynaQuip Controls November 2012 - Present
ABB Inc; St. Louis, MO, USA October 2006 - July 2012
ABB Inc. October 2003 - October 2006
ABB Inc. July 2002 - October 2003
ABB Inc. St. Louis, MO February 1992 - July 2002
SEI June 1995 - January 1996
US Motor Division (Emerson) January 1995 - June 1995
Skills
Transformer, Engineering, CAD, Pro Engineer, Project Management, Business Development, Electrical Engineering, Power Plants, Automation, Marketing, Microsoft Office, Power Distribution, Electricians, Mechanical Aptitude, Substation, Switchgear, Microsoft Excel, Manufacturing, Sales Engineering, Power Systems, Mechanical Product..., Product Management, Microsoft Word, PowerPoint, Teamwork, Customer Experience, Valves, Sales Operations, Field Service, Computer Hardware, Computer Maintenance, CADAM, Trade Shows, Coordinating Events, Events Coordination, Power Utilities, Valve Repair, Ball Valves, butterfly valves, Product Development, Asset Management, PC Servicing, Dependable Team Player, Fast Learner, self starter, Asset Managment, Sales Networking, Outside Sales, Sales, Smart Grid
Education
Lewis and Clark Community College 2002 — 2012
AAS, Computer Network & System Technology
ITT Technical Institute-Earth City 1989 — 1991
Associate of Arts and Sciences (AAS), CAD/CADD Drafting and/or Design Technology/Technician
Edwardsville High School
Kreischer Miller 2010 - Present
Morgan, Lewis & Bockius LLP 2009 - 2010
SEI 2006 - 2009
SEI 2003 - 2006
SEI 1999 - 2003
SEI 1996 - 1999
Skills
Marketing Communications, Digital Marketing, Strategy, Email Marketing, Web Marketing Strategy, Marketing Strategy, Social Media Marketing, Direct Marketing, Public Relations, Lead Generation, SEO, Global Marketing, Marketing Management, Brand Development, CRM, B2B Marketing, Marketing, Financial Services, Brand Management, Positioning/Messaging, Content Marketing, Business Planning, Multi-channel Marketing, Services Marketing, Prospect Nurturing, Integrated Marketing, Brand Developement, Professional Services..., Financial Services..., Advertising, Internal Communications
Education
King's College 1992 — 1996
Bachelor’s Degree, International Business
Lehigh Carbon Community College November 2008 - Present
KidsPeace National Centers September 2003 - November 2008
SEI July 2001 - July 2003
Prudential Financial February 2000 - August 2001
Skills
Higher Education, Student Affairs, Academic Advising, Policy, Program Development, Public Speaking, Teaching, Grant Writing, Community Outreach, Nonprofits, Career Counseling, Student Development, Adult Education, Fundraising, Resume Writing, Staff Development, Career Development, Curriculum Development, Research, Event Planning, E-Learning, Non-profits
Education
Kutztown University of Pennsylvania 2006 — 2010
M.P.A., Public Administration
McDaniel College 1989 — 1993
B.A., Political Science
SEI December 2012 - Present
SEI January 2006 - November 2012
SEI October 2004 - January 2006
SEI June 2000 - November 2004
The Wood Company September 1998 - May 2000
Levitz Furniture May 1993 - August 1998
Weidenhammer January 1985 - April 1993
Skills
SDLC, IBM iSeries
Education
Brandywine Heights
Kutztown University of Pennsylvania
Retired in Arlington Heights June 2013 - Present
Systems Development Enterprises June 1987 - Present
Systems Development Enterprises, Ltd. September 1980 - Present
Independent Consultant 1980 - 1987
SEI 1976 - 1980
Sears Roebuck & Co. 1968 - 1976
Skills
Program Management, Systems Analysis, SDLC, COBOL, Databases, Software Development, Requirements Analysis, DB2, SQL, Business Analysis, Database Design, Microsoft Office, JCL, Software Project..., Analysis, Testing, Mainframe, System Administration, Programming, Quality Assurance, TSO, Operating Systems, User Acceptance Testing, MVS, SPUFI, MS Project, Windows, Access, Insurance, TCP/IP, Project Management, CICS, IBM Mainframe, C, ISPF, Business Objects, PL/1, Easytrieve, Problem Solving, VSAM, Technical Management, REXX, DP, Application Development, Application Design, XP, Documentation, DB2/SQL, Management, Networking
Education
Illinois Institute of Technology 1964 — 1968
B.S., Politacal Science with minors in Math and Physics
Lane Technical High School 1960 — 1964
High School Graduation, Technical
Blok Financial, LLC April 2010 - Present
Ambrose Wealth Management June 2006 - March 2010
Chester County Chamber of Business & Industry 2006 - March 2010
Dunham & Associates November 2004 - May 2006
SEI Investments February 1998 - October 2004
SEI 1998 - 2004
Education
James Madison University 1992 — 1996
BBA, Accounting
Southern Wine & Spirits August 2014 - Present
SEI June 2013 - August 2014
Eberly College of Business August 2011 - May 2012
United Sports Training Center May 2010 - August 2010
Skills
Marketing, Customer Service, Microsoft Office, Facebook, PowerPoint, Social Networking, Sales, Microsoft Excel, Microsoft Word, Time Management, Event Management, Teamwork, Operations Management, Coaching, Financial Analysis
Education
INDIANA UNIVERSITY OF PENNSYLVANIA 2011 — 2012
Master of Business Administration (M.B.A.), Marketing & Finance, 3.89
Indiana University of Pennsylvania 2011 — 2012
Bachelor's degree, Sport and Fitness Administration/Management, 3.89
SEI November 2012 - Present
New Penn Financial July 2012 - November 2012
Pershing July 2010 - October 2011
Orthovita, Inc. June 2009 - June 2010
Devereux July 2007 - June 2009
Devereux January 2000 - July 2007
Sherwin Williams August 1999 - December 1999
NovaCare September 1994 - March 1999
Skills
Employee Benefits, Onboarding, Applicant Tracking..., Recruiting, Talent Acquisition, Human Resources, FMLA, HR Policies, Taleo, Oracle HR, Background Checks, Credentialing, Student Recruiting, full life-cycle..., Microsoft Office, Lotus Notes, Outlook, 403 b, 401k, Reference Checking, Employee Wellness, Employee Recognition, Open Enrollment
Education
HRCI 2010 — 2010
PHR Certification
Villanova University 2010 — 2010
Certificate, Human Resource Management
Immaculata University 2007 — 2010
BA,, Human Performance Management and Organization Dynamics
St. Pius X High School 1991 — 1994
diploma
JPMorgan Chase July 2014 - Present
SEI September 2012 - February 2014
SEI June 2010 - September 2012
Skills
Accounting, Hedge Funds, Fund Of Funds, Mutual Funds, Microsoft Excel, Analysis, Cash Management, Transaction Processing
Education
Indiana University of PA 2005 — 2009
Bachelor of Science (BS), Finance, General
HIMSS October 2003 - Present
SEI 1997 - October 2003
Skills
Project Management, Software Development, Microsoft SQL Server, SQL, Business Analysis, Agile Methodologies, Software Project..., JavaScript, Program Management, .NET, Strategic Planning, Requirements Analysis, HTML, SDLC, XML, Business Intelligence, Web Services, Project Planning, Portfolio Management, Offshoring, MS Project, Visio, IT Strategy, Leadership, PMP, Enterprise Architecture, Vendor Management, Database Design, CRM, Databases, SharePoint, Integration
Education
Northern Arizona University 1995 — 1997
MS, MATH
Indian Institute of Technology, Madras 1993 — 1995
Msc, MATH
MADRAS CHRISTIAN COLLEGE HIGHER SECONDARY SCHOOL 1983 — 1990
High School, computer science
Deloitte July 2014 - Present
Deloitte June 2013 - August 2013
Deloitte January 2011 - June 2012
Oden & Dillard, PLLC March 2009 - April 2010
Tommy Andrews Jr., P.C. May 2008 - March 2009
SEI July 2004 - January 2008
Skills
Management Consulting, Strategic Planning, Due Diligence, Financial Services, Project Management, Mergers, Program Management, Policy, Organizational..., Research, Public Speaking, Talent Management, Employment Law, Change Management, Business Strategy, Diversity & Inclusion, Leadership Development, Immigration Law, Business Restructures, Bankruptcy, Human Capital, Management, Mergers, Consulting, Mergers & Acquisitions
Education
Pontificia Universidad Catolica de Chile 2014 — 2014
MBA Exchange
University of North Carolina at Chapel Hill 2012 — 2014
Master of Business Administration (MBA)
SDA Bocconi 2013 — 2013
MBA Exchange, Business, Marketing
The George Washington University Law School 2007 — 2010
Doctor of Law (J.D.)
University of the Western Cape/Universiteit van Wes-Kaapland 2008 — 2008
Law School Summer Study Abroad
Howard University 2000 — 2004
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
SEI April 2015 - Present
Kutztown Community Partnership January 2015 - April 2015
Redner's Markets January 2015 - April 2015
Ephrata Rec Center May 2012 - August 2014
Kutztown Housing and Residence Life August 2013 - May 2014
Sharp Shopper Grocery Outlet November 2010 - January 2012
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Customer Service, Research, Microsoft Office, Social Media, Public Speaking, English, Photoshop, Writing, Creative Writing, Adobe Indesign, Dreamweaver, Editing, Facebook, InDesign, Press Releases, Public Relations, Photography, Social Networking, Blogging
Education
Kutztown University of Pennsylvania 2011 — 2015
Bachelor's Degree, English/Professional Writing, Senior
Ephrata High School 2007 — 2011
High School, Photography, Web Design, Creative Writing
BlackStar Film Festival April 2012 - Present
NACUBO September 2012 - Present
U.S. House of Representatives September 2009 - August 2012
Institute for Women's Health and Leadership, Drexel Univ. College of Medicine October 2005 - September 2009
SEI July 2004 - September 2005
Skills
Fundraising, Community Outreach, Event Management, Event Planning, Budgets, Legislative Relations, Nonprofits, Management, Executive Administrative, Public Relations, Live Events, Social Media Marketing
Education
Howard University 2000 — 2004
Bachelor of Business Administration (B.B.A.), International Business/Marketing
Customers Bank February 2014 - Present
Pottsgrove SD 2010 - February 2014
SEI September 2013 - January 2014
Skills
PowerPoint, Public Speaking, Microsoft Excel, Banking, Commercial Banking
Education
Kutztown University of Pennsylvania 2005 — 2009
Bachelor of Science (BS), Art Education, 4.0
SEI June 2015 - Present
SEI January 2014 - Present
Total Energy Analysis LLC November 2011 - May 2013
Homeview Contractors, Inc. June 2012 - January 2013
Homeview Contractors Inc. November 2011 - June 2012
Baywood Greens May 2009 - January 2012
Baywood Greens Golf Course May 2008 - August 2008
Skills
Management, Analysis, Public Speaking, Time Management, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Fundamental Analysis, Process Improvement, DCF Valuation, Sales, Visio, Social Media, Capital Markets, Investment Strategies, Capital Budgeting, Elementary + Russian, Limited Working Spanish, Windows OS, Mac OS, Intellimodule, Basic Web Design, Technical Analysis, Access, SharePoint, HTML Fundamentals, Basic CSS, SQL, Confluence, Business Analysis, Golf, Software Documentation, Software Quality..., Software Requirements, Leadership, Windows, Data Analysis, Finance, Project Management, Problem Solving, Team Building
Education
Kutztown University of Pennsylvania 2013 — 2013
Master of Business Administration (MBA), Management, 3.93 GPA
Penn State University 2007 — 2011
Bachelor of Science, Business Management; International Business minor; Economics of European Integration
Maastricht University 2010 — 2010
International Business and Economics, 4.0
SunGard Financial Systems September 2014 - Present
GPG Advisers June 2013 - September 2014
Citco Fund Services April 2012 - June 2013
SEI February 2011 - April 2012
SEI February 2010 - February 2011
Skills
Conversions, Private Equity, Hedge Funds, Due Diligence, Client Service, Investor Relations, Project Management, Technical Support, CRM, Business Analysis, Business Process..., Mutual Funds, Portfolio Management, Investments, Process Improvement, Accounting, Client Services, Analysis
Education
Keller Graduate School of Management of DeVry University 2011 — 2014
MBA, Project Management & Information Systems Management
Philadelphia University 2005 — 2009
Bachelor of Science, Finance
Sirius XM Radio Inc. March 2014 - Present
Sirius XM Radio Inc. November 2013 - March 2014
SEI September 2012 - November 2013
Various Clients July 2011 - August 2012
Mobile Monday Switzerland March 2012 - May 2012
Communities Online January 2000 - August 2011
TigerSpike September 2010 - July 2011
TigerSpike May 2008 - September 2010
TigerSpike November 2006 - May 2008
The Leading Edge Market Research Consultants November 2004 - November 2006
Skills
Product Development, Emerging Technologies, New Media Strategy, Mobile Solutions, Digital Innovation, Mobile Marketing, Digital Media, Consumer Behavior, User Experience, Business Relationship..., Partner Relationship..., New Business Development, Consumer Behaviour, Mobile Technology, Mobile Devices, Strategy, Solutions Marketing, Mobile Applications, Partner Management, Mobile Internet, iPhone, Entrepreneurship, Telecommunications, Business Development, Market Research, Account Management, Strategic Partnerships, Management, Project Management, Leadership
Education
Ivey Business School at Western University 2003 — 2004
Honours in Business Administration ( Exchange), Marketing and Management
University of Otago 2000 — 2002
BCom (Hons), Marketing
SEI September 2008 - Present
SEI March 2003 - August 2008
PFPC January 2001 - March 2003
Morgan Stanley May 2000 - January 2001
Education
Villanova University 2001 — 2004
MBA, Finance
Kutztown University of Pennsylvania 1996 — 2000
BS, Finance / International Business
The Carney Group 2014 - Present
Chico's FAS Inc. 2012 - 2014
Hanson Design 2010 - 2012
SEI 2006 - 2009
SEI 2000 - 2006
SEI 1994 - 2000
Skills
Relationship Management, Email Marketing, Marketing Strategy, Marketing, CRM, Strategy, Project Management, Business Development, Sales Management, Product Management, Management, Brand Development, Leadership, Sales, Training, Program Management, Cross-functional Team..., Account Management, Vendor Management, Financial Services, Mutual Funds, Investments
Education
Kutztown University of Pennsylvania
Bachelor of Science in Business Administration, concentration in Marketing & Management
Montgomery County Community College 2010 — 2010
Advanced Meeting & Event Planning Course
Nether Providence High School
The Citco Group of Companies April 2015 - Present
State Street October 2014 - April 2015
SEI April 2012 - October 2014
SEI August 2010 - April 2012
SEI November 2007 - August 2010
BNY Mellon March 2007 - November 2007
TD Bank Group July 2006 - March 2007
Skills
Microsoft Excel, Investran, Advent Geneva, Sungard Investier, Microsoft Word, Experience with Excel..., Banking, Accounting, Financial Analysis, Account Reconciliation, Financial Modeling, Customer Service, Private Equity, Hedge Funds
Education
West Chester University of Pennsylvania 2007 — 2010
Accounting
Kutztown University of Pennsylvania 2002 — 2005
Bachelor, Electronic Media, Business Administration
Baltimore City Police May 2014 - Present
Army National Guard October 2008 - Present
SEI December 2012 - May 2014
Lowe's Home Improvement July 2007 - December 2012
Skills
Customer Service, Time Management, Microsoft Office, SPSS, Public Speaking, Money Management, Excel specific..., Strong analytical..., Dependable Team Player
Education
Indiana University of Pennsylvania 2008 — 2012
Bachelor of Science (B.S.), Marketing, 3.04
West Chester University of Pennsylvania
Master of Business Administration (MBA)
Philadelphia Area Concierge Association January 2015 - Present
SEI January 2011 - Present
SEI October 2007 - December 2011
Skills
Relationship Management, Financial Services, Marketing, Vendor Management, Investments, Project Management, Sales, Banking, Microsoft Excel, Event Planning, Financial Analysis, Customer Service, Finance, Process Improvement, Mutual Funds
Education
James Madison University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Marketing
SEI June 2014 - Present
US Air Force Reserve April 2010 - Present
Best Buy August 2009 - Present
Applebee’s February 2009 - August 2009
Pottstown Health and Wellness Foundation October 2008 - January 2009
Skills
Aircraft Maintenance, Customer Service, Sales, Data Entry, Customer Satisfaction, Software Documentation, Human Resources, Technical Support, Wireless, Aircraft, Troubleshooting, Logistics, Inventory Management, Inventory Control, Process Improvement, Loss Prevention, Cashiering, Leadership, Mobile Devices
Education
Pennsylvania State University-Great Valley Graduate Center 2015 — 2018
Master's degree, Business Administration and Management, General
Kutztown University of Pennsylvania 2012 — 2014
B.S.B.A, Business Administration Management, 3.84
Community College of the Air Force 2011 — 2014
Associate of Science (A.S.), Aerospace Maintenance
Montgomery County Community College 2008 — 2010
A.A, General Studies
City of London Investment Management Company Ltd October 2014 - Present
SEI May 2014 - September 2014
Brand.com September 2013 - March 2014
Skills
Online Advertising, Digital Media, Project Management, Management, Microsoft Office, Customer Service, Digital Marketing, Social Networking, Editing, SEO, Public Relations, Market Research, Social Media, Social Media Marketing, Marketing Communications
Education
Indiana University of Pennsylvania 2009 — 2013
Bachelor of Science (BS), Accounting
IDLife May 2014 - Present
Students Helping Students Non-Profit March 2014 - Present
Collaborative Marketing Solutions January 2015 - May 2015
SEI June 2014 - August 2014
Procter & Gamble August 2012 - May 2013
ICS Corporation May 2011 - May 2013
Ignite Powered by Stream Energy January 2011 - February 2013
Philly-Strong.com May 2012 - January 2013
Skills
Social Networking, Social Media Marketing, WordPress, Sales, Management, Entrepreneurship, Event Management, Online Marketing, SharePoint, Network Marketing, Joomla, Music Production, Organic Farming, Public Speaking, PowerPoint, Customer Service, Social Entrepreneurship, Volunteering
Education
James Madison University 2010 — 2015
Showker College of Business, Marketing
Great Valley High School 2006 — 2010
SEI September 2013 - Present
Montgomery School December 2010 - June 2013
American Freedom Assurance, Inc. July 2012 - April 2013
Skills
Public Speaking, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Social Networking
Education
Immaculata University 2008 — 2012
Bachelor's degree, English Language and Literature, General
SEI March 2015 - Present
Brussels, Belgium August 2014 - December 2014
United Medical LLC January 2013 - July 2014
After-Party Cleaners December 2010 - September 2011
Coastal Advertising May 2009 - August 2010
Skills
Social Networking, Sales, Event Planning, Creative Problem Solving, Public Speaking, Account Management, Lead Generation, Business Strategy, Public Relations, Social Media Marketing, Time Management, Client Relations, QuickBooks, SPSS, Management, Accounts Receivable, QuickBase, Microsoft Office, Microsoft Excel, Entrepreneurship, Customer Service, Strategic Communications, PowerPoint, Entrepreneur, Multi Tasking, Excel, Microsoft Word, EMR, SPM, PDS, PowerChart
Education
James Madison University 2008 — 2012
B.A., International Affairs. Minors in Economics and Business Spanish
Vanguard September 1987 - 2015
SEI May 1997 - May 1998
Skills
Process Improvement, Leadership, Financial Services, Management, Business Process..., Mutual Funds, Relationship Management, Contingency Planning, Manage Client..., Change Management, Team Leadership, Investments, Kanban, Kaizen, Organizational Structure, Operations Management, Continuous Improvement, Risk Management, Project Management
Education
Kutztown University of Pennsylvania 1983 — 1987
Bachelor of Arts (B.A.), Industrial and Organizational Psychology
Kutztown University
Bachelor's degree
SEI 2012 - Present
SEI 2010 - 2012
SEI 2000 - July 2011
Education
Immaculata University 2004 — 2008
Bachelor of Arts, Dual Major in Organizational Dynamics and Human Performance Management
SEI May 2006 - Present
La Salle University July 2010 - Present
DDCworks 1986 - 1992
Horizon Financial Group June 1982 - June 1986
Skills
Integrated marketing...
Education
La Salle University 1978 — 1982
BS and BA, Business Administration, Marketing and Communication Arts
SEI Investments February 2013 - Present
SEI February 2012 - February 2013
SEI Investments August 2006 - February 2012
SEI Investments July 2005 - August 2006
SEI Investments December 2003 - July 2005
Skills
Recruiting, Project Management, Financial Services, Investments, Mutual Funds, Product Management, Account Reconciliation, Change Management, Management, Integration, Sales, Finance, New Business Development, Sales Operations, Quality Assurance
Education
Saint Joseph's University 2006 — 2007
MBA, MBA concentration in Marketing
Kutztown University of Pennsylvania 1997 — 2003
BSBA, Finance
Owen J. Roberts High School
Gapstow Capital Partners March 2015 - Present
Morgan Stanley June 2012 - February 2015
SEI May 2011 - June 2012
Center Ice October 2004 - June 2012
Skills
Self-driven, Teamwork, Microsoft Office, Microsoft Excel, Portfolio Management, Finance, Alternative Investments, Private Equity, Hedge Funds, Business Strategy, Multitasker, Excel, Pivot Tables, Time Management, General Business..., Corporate Communications, Organizational..., Team Building, Leadership, Customer Service, Valuation, Investments
Education
Johnson and Wales University 2008 — 2011
Bachelor of Science (BS), Financial Services Management, Magna Cum Laude
Wegmans Food Markets June 2014 - Present
SEI January 2013 - May 2014
Citadel Federal Credit Union July 2012 - January 2013
SEI Investments November 2005 - June 2012
ING Financial Partners May 2005 - November 2005
Skills
Customer Service, Call Center, Retirement, Financial Services, Pensions, Retail Banking, Banking, Payments, Finance, Outlook, Microsoft Excel, CRM, Call Centers, Financial Analysis, Employee Benefits, Leadership, Management, Investments, Process Improvement
Education
Immaculata University 2001 — 2005
BA, Business Administration
LiquidHub June 2014 - Present
SEI November 2013 - Present
Apprenda 2015 - 2015
LiquidHub February 2013 - May 2014
Apprenda 2014 - 2014
Liquidhub India Pvt. Ltd. February 2011 - February 2013
ABIM Foundation 2012 - 2013
LiquidHub February 2009 - February 2011
Theorem Clinical Research 2008 - 2010
LiquidHub July 2007 - February 2009
Skills
ASP.NET, ASP.NET MVC, Informatica, .NET, MVC Architecture, WCF Services, Angular JS, BizTalk, LINQ, ADO.NET, Sitecore, C# 2.0, SOA, C# 3.0, c# 4.0, ColdFusion, Actuate Report, Actuate Reporting, Business Rule, Clinical Development, SSRS, SSIS, Web Services, TDD, VB.NET, Microsoft SQL Server..., C#, Agile Methodologies, SDLC, SOA Governance, Microsoft SQL Server, Mule ESB, Requirements Analysis, WCF, Web Applications, T-SQL, Visual Studio, XML
Education
Jawaharlal Nehru Technological University 2000 — 2004
Bachelor of Technology (B.Tech.), Computer Science
DAV Public School, Ukkunagaram, Visakhapatnam 1988 — 1998
10, High School Equivalence Certificate Program
Physiotherapy Associates November 2014 - Present
Realtime June 2014 - October 2014
SEI November 2012 - May 2014
Unisys May 2011 - November 2012
Physiotherapy Associates May 2008 - May 2011
Partners Specialty Group, LLC October 2006 - March 2008
Cooperstown Dreams Park October 2005 - August 2006
Skills
Onboarding, Talent Acquisition, Recruiting, Employee Relations, Applicant Tracking..., College Recruiting, Career Development, Talent Management, Employee Engagement, Executive Search, Technical Recruiting, Performance Management, Human Resources, Workforce Planning, Internet Recruiting, Interviews, Contract Recruitment, Sourcing, Team Building, Benefits Administration, Resume Writing, Benefits Negotiation, HR Policies, Deferred Compensation, Account Management, Personnel Management, HRIS, Succession Planning, Coaching, Hiring, New Hire Orientations, Employee Training, Temporary Placement, Employee Benefits, Screening, Leadership Development, Training, Management, Cold Calling, Organizational..., Microsoft Office, HR Consulting, Process Improvement, Healthcare, Customer Service
Education
Indiana University of Pennsylvania 2000 — 2005
Bachelor of Science (BS), Mass Communication/Media Studies
Kennedy-Kenrick Catholic High School 1996 — 2000
SEI June 2015 - August 2015
St. Joseph Catholic Church June 2012 - August 2014
Butler National Country Club June 2011 - August 2011
Skills
Microsoft Word, Teamwork, PowerPoint, Leadership, Microsoft Excel, Access, Collaborative Problem..., Easily Adaptable
Education
Indiana University - Kelley School of Business 2012 — 2016
Bachelor's degree, Finance, 3.56/4.00
Integreon January 2015 - Present
Integreon April 2012 - Present
Integreon May 2010 - April 2012
Integreon May 2009 - May 2010
Integreon March 2008 - April 2009
Granite City Food and Brewery April 2006 - April 2009
SEI June 2007 - January 2008
Skills
Management, Strategic Planning, Customer Service, Account Management, Leadership, Team Building, Microsoft Office, Analysis, Team Management, Business Development, Outsourcing, Performance Management, CRM, Project Management, Process Improvement, Salesforce.com, BPO, Vendor Management
Education
University of Wisconsin-Madison 1999 — 2002
Doctor of Law (JD)
Knox College 1995 — 1999
BA, Political Science, cum laude
SEI CaptainUSMC1986 - 1994
Education
Iowa State University
ME, Engineering Physics
Pennsylvania State University-Great Valley Graduate Center
MBA, Finance
University of Florida
BS, Chemical Engineering
KPMG US June 2015 - August 2015
SEI June 2014 - August 2014
Eurest June 2010 - May 2014
Skills
Always Punctual, Social Skills, High Organizational..., Dependable Team Player, Communication Skills, Interpersonal Skill, Public Speaking, Highly responsible, Following Instructions, Highly Ambitious, Motivated self-starter, Leadership, Trusting Relationships, Assertiveness, Competitive, Enthusiast, Risk Taker, Honest, Outgoing, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media Marketing, Visual Basic, What-if Analysis, Visio, Communication, Teamwork, PowerPoint, Customer Service, Social Media, Time Management
Education
James Madison University 2012 — 2016
Bachelor of Business Administration (B.B.A.), Computer Information Systems, European Business Minor, 3.56 GPA
Wissahickon High School 2008 — 2012
GPA 4.4 (weighted)
Melanie Lynn Pederson July 2013 - Present
Kmart Corporation October 2014 - February 2015
Violence Intervention Project May 2013 - March 2014
University of North Dakota 2014 - 2014
University of North Dakota 2014 - 2014
Digi-Key Electronics July 2012 - March 2013
Community Consignments March 2012 - July 2012
Healthy U - Self-Employed September 2010 - January 2012
SEI March 2004 - December 2004
Skills
Marketing Strategy, Social Media Marketing, Strategic Planning, Public Speaking, Online Marketing, New Business Development, Customer Service, Social Networking, Social Media, E-commerce, Team Building, Advertising, Online Advertising, Event Management, Microsoft Office, Training, Management, Marketing, Sales, Leadership, Microsoft Excel
Education
The University of North Dakota 2013 — 2014
Bachelor of Applied Science (BASc), Kinesiology, Minor in Nutrition
Iowa Lakes Community College 2003 — 2004
Information Technology
HireOne 2014 - Present
J*Lis Management Consulting January 2003 - Present
ITAG February 2010 - Present
Smart Energy Initiative of SE PA August 2010 - Present
RCG Information Technology April 2008 - March 2009
St. Elizabeth's. Technology Committee 2007 - 2008
The North Highland Company February 2005 - May 2007
EPYSA ODP 1986 - 2007
EPYSA ODP 1986 - 2007
SEI March 2006 - September 2006
Skills
Management Consulting, Information Technology, Workforce Development, Recruiting, Renewable Energy, Solar Energy, Energy Efficiency, Technology, STEM, Interviews, Sales, Temporary Placement, Talent Management, Training, Management, Vendor Management, Project Management, Start-ups, Business Process..., Talent Acquisition, Process Improvement, Business Development, Program Management, Leadership, Consulting, Strategy, Business Intelligence, CRM, Sourcing, Finance, Strategic Planning, Executive Management, Outsourcing, Telecommunications, Financial Services, Change Management, Professional Services, Project Portfolio..., Business Process, IT Strategy, SDLC, Business Analysis, Cross-functional Team..., Public Speaking, Team Building, IT Recruitment, Leadership Development
Education
La Salle University 1974 — 1977
BA, Psy
Marist College 1973 — 1974
Psy
The Prep 1969 — 1973
High School degree
Hopkins Foot & Ankle Clinic April 2003 - Present
SEI January 2001 - April 2002
SEI December 1989 - January 2001
Skills
Teaching, Photoshop, HTML, Strategic Planning, Budgets, Negotiation, C++, C, Java, Customer Service, Team Building, Marketing Strategy, Healthcare, Event Planning, Nonprofits, Project Management, Marketing
Education
Katherine Gibbs School
Word Processing
Phoenixville High School
Raymond James Financial, Inc. September 2015 - Present
SEI January 2012 - Present
NorthStar Systems Int'l November 2009 - January 2012
NorthStar Systems Int'l April 2007 - October 2009
NorthStar Systems Int'l November 2004 - March 2007
Harris myCFO Inc April 2002 - November 2004
Trust Benefits Online August 2001 - March 2002
Xpede June 2000 - July 2001
NextCard January 2000 - June 2000
Adelphia Cable Communications March 1998 - January 2000
Skills
SaaS, Agile Methodologies, Software Development, Enterprise Software, Cloud Computing, Java Enterprise Edition, Java, Business Analysis, Requirements Analysis
Education
Indian Institute of Technology, Bombay 1994 — 1996
M.Tech, Industrial Management
Jiwaji University 1990 — 1994
Graduation, Electronics
SEI July 2015 - Present
SEI May 2012 - Present
SEI Investments January 2011 - June 2012
SEI Investments September 2007 - January 2011
Citizens Bank August 2007 - September 2007
Citizens Bank September 2006 - August 2007
United States Marine Corps June 2000 - September 2001
Akrion LLC 2001 - 2001
Skills
HTML, JavaScript, CSS, Web Design, User Experience Design, Balsamiq Mockups, Illustrator, Photoshop, jQuery, Wireframes, PHP, Git, Github, GruntJS, MySQL, Vagrant, OS X, Windows, Linux, WordPress, Marketing, Data Analysis, Financial Markets, Financial Analysis, SharePoint, Project Management
Education
Free Code Camp 2015 — 2016
Full Stack Web Development, Computer Software Engineering
Saint Joseph's University - Erivan K. Haub School of Business 2009 — 2016
MBA, Marketing
Temple University 2012 — 2012
Certificate, Web Page, Digital/Multimedia and Information Resources Design
Iona College 2002 — 2005
BA, Political Science
Montgomery County Community College 2001 — 2002
Team Treehouse
Web Design & Development
SEI May 2011 - Present
Ciber Inc October 2008 - March 2011
PRIME Technology Group August 2001 - October 2008
Y-Axis Overseas Careers January 2001 - August 2001
Skills
Microsoft SQL Server, SDLC, .NET, ASP.NET, Oracle, Business Analysis, C#, Requirements Analysis, Databases, Agile Methodologies
Education
Karnatak University 1995 — 1999
Bachelors, Computers
Consulting Consortium January 2006 - Present
SEI 2005 - Present
Oakbrook Solutions May 2005 - December 2005
Symphoni Interactive (formerly I.M.I.S) September 1996 - May 2005
Bank of America August 1989 - March 1994
Continental Bank August 1987 - July 1989
Continental Bank October 1984 - July 1987
Skills
Wealth Management, Mutual Funds, Asset Managment, Securities, Financial Services, Fixed Income, Equities, Business Analysis, Investments, Corporate Actions, Project Management, Trust Operations, Global Custody, Trust Services, Portfolio Management, Alternative Investments, Asset Management, Derivatives, Hedge Funds, Bonds, Bloomberg
Education
Indiana University Bloomington 1980 — 1984
ba, economics
Fresenius Vascular Care May 2014 - Present
KPMG September 2007 - May 2014
SEI 2006 - 2007
Skills
Financial Modeling, Analytics, Corporate Finance, Valuation, Due Diligence, Finance, Private Equity, Accounting, Financial Reporting, Financial Analysis, Sarbanes-Oxley Act, Forecasting, Tax, US GAAP, Business Valuation
Education
Saint Joseph's University - Erivan K. Haub School of Business 2009 — 2011
MBA, Finance
Ithaca College 2002 — 2006
SEI October 2013 - Present
SEI Investments September 2008 - October 2013
SEI Investments February 2008 - September 2008
SEI Investments May 2005 - February 2008
Skills
Internal Audit, Sarbanes-Oxley Act, Investments, Asset Managment, Mutual Funds, Accounting, Financial Analysis, Financial Modeling, Cash Management, Strategic Financial..., Financial Reporting, Account Reconciliation, Auditing, Financial Services
Education
Immaculata University
Financial Management
SEI March 2004 - Present
PFPC 1998 - 2004
Skills
Alternative Investments, Fund Accounting, Accounting, Fund Administration, Financial Reporting, Account Reconciliation, Hedge Funds, Mutual Funds, Financial Analysis, Fund Of Funds, Investments, Forecasting, Equities, Securities, Asset Management, Financial Services, Strategic Financial...
Education
Kutztown University of Pennsylvania 1992 — 1997
SEi July 2006 - January 2009
Datawav 2003 - 2005
Education
EITC 2002 — 2004
AAS, Computer Networking Technology
Idaho State University 2000 — 2004
SEI June 2014 - Present
Comcast July 2013 - June 2014
AT&T June 2010 - June 2013
First Data Corporation November 2008 - June 2009
Skills
Unix, Weblogic, Solaris, Linux, Unix Shell Scripting, C, Java, Core Java, Databases, SSL, Perl, C++, Vendor Management, Requirements Analysis, SQL, TIBCO Rendezvous, TIBCO General Interface, TIBCO Business Studio, Mac OS X, OSB, Apache, Shell Scripting, Siteminder, Telecommunications, JBoss Application Server, WebLogic, Testing, Agile Methodologies, Cloud Computing, OS X, Software Project..., SDLC
Education
Michigan Technological University 2007 — 2010
Master's degree, Computer Engineering, 3.69
Jawaharlal Nehru Technological University 2003 — 2007
Bachelor of Technology (B.Tech.), Electrical, Electronics and Communications Engineering
SEI November 2014 - Present
SEI September 2014 - Present
BNY Mellon September 2014 - November 2014
Education
Indiana University of Pennsylvania 2001 — 2005
Arin Risk Advisors, LLC August 2009 - Present
SEI 2007 - 2009
Evergreen 2000 - 2007
Vector Capital Management, Inc. May 1993 - February 2000
Skills
Investment Strategies, Product Development, Risk Management, Derivatives, Asset Allocation, Asset Management, Options, ETFs, Hedging, Wealth Management, Equity Derivatives, Investment Policy, Portfolio Optimization, Market Risk, Product Management, Risk, Tactical Asset..., Volatility, Investment Advisory, Asset Managment, Financial Structuring, Financial Risk, Financial Modeling, Trading, Hedge Funds, Investments, Swaps, Finance, Mergers & Acquisitions, Investment Management, Equities, Financial Advisory, Alternative Investments, Bloomberg, Financial Markets, Equity Trading, Portfolio Management, Securities, Mutual Funds, Structured Products, Bonds, Electronic Trading, Fixed Income, Trading Systems, Trading Strategies
Education
Indiana University of Pennsylvania
Bachelors
Temple University
Masters
SEI Payroll ManagerDe Lage LandenSeptember 2004 - October 2006
De Lage Landen Financial Services 2004 - 2006
Ensoniq May 1989 - August 2001
Education
Immaculata University 1981 — 1985
SEI 2007 - Present
SEI Investments 2004 - Present
State Street (Formerly Merrill Lynch) 1998 - 2003
Education
Howard University 1993 — 1997
Lowes Corporation August 2013 - Present
SEI October 2011 - May 2013
SEI Investments October 2008 - November 2011
SEI Investment Distribution Co August 2008 - October 2011
SEI November 2006 - August 2008
Skills
Mutual Funds, Finance, Series 63, Financial Markets, FINRA, Securities, Financial Services, Investments, Wealth Management, Alternative Investments, Asset Management, Series 7, Hedge Funds, Asset Allocation, Equities, Portfolio Management, Fixed Income, Bloomberg, Relationship Management, Banking, Interviews, Investment Management, 401k, Corporate Actions
Education
Kutztown University of Pennsylvania 1986 — 1990
Bachelor of Fine Arts (BFA)
Prince Telecom February 2014 - Present
Pennrose Management Company November 2012 - February 2014
United Way of Delaware June 2004 - August 2012
PFPC January 1999 - June 2004
JP Morgan July 1997 - January 1999
Pep Boys April 1996 - July 1997
SEI January 1995 - March 1996
CoreStates Bank January 1990 - January 1995
Skills
Credit, Strategic Planning, Employee Relations, Fundraising, Team Building, Customer Service, Access, Budgets, Microsoft Word, Leadership, Account Reconciliation, Financial Analysis, PowerPoint, QuickBooks, Payroll
Education
University of Delaware - Lerner College of Business and Economics 2011 — 2013
MBA
Temple University - Fox School of Business and Management 1988 — 1991
Bachelors of Business Administration, Accounting
Indiana University of Pennsylvania
Indiana University of Pennsylvania
SEI Senior Technology Project LeadSEI Investments1999 - Present
Education
James Madison University 1992 — 1996
SEI December 2010 - Present
Ehrlich Pest Control July 2010 - December 2010
NFL Films February 2007 - July 2010
Skills
Broadcast, Video, Video Editing, Editing, Final Cut Studio, Final Cut Pro, Producing, DVD Studio Pro, Camera, Video Production, Post Production, Videography, Film Production, After Effects, Adobe Creative Suite
Education
Kutztown University of Pennsylvania 2002 — 2006
Electronic Media, Television broadcast, video editing
SEI 1999 - Present
Education
Kutztown University of Pennsylvania 1994 — 1998
Bachelor, Finance & Accounting
SEI October 2014 - Present
SEI August 2013 - October 2014
SEI Investments August 2011 - October 2014
SEI Investments October 2008 - August 2011
SEI Investments August 2007 - October 2008
Skills
Client Service, MS Office tools, SQL Server, Investment Performance, Business Analysis, Equities, Risk Management, Training, Microsoft Excel, Visio, Fixed Income, Wealth Management, PowerPoint, SQL, Back Office, Access, SDLC, Operational Risk, MS Project
Education
Indiana University of PA 1992 — 2007
BS, Psychology
Indiana University of Pennsylvania 1992 — 1997
Bachelor of Science, Psychology
Bank of America August 2010 - Present
SEI February 2008 - August 2010
JPMorgan Chase May 2004 - February 2008
Ovid Technologies March 2004 - May 2004
NorVergence March 2003 - March 2004
SmartOps February 2002 - March 2003
SAE International January 2000 - February 2002
Tata Consultancy Services March 1999 - January 2000
Education
FEAC Institute 2010 — 2010
TOGAF 9
Indian Institute of Technology, Kanpur 1997 — 1998
Masters
Bapatla Engineering College 1993 — 1997
Bachelors
Gowtham 1991 — 1993
College
SEI December 2013 - Present
Advanced Door Service May 2013 - November 2013
Benefit Allocation Systems November 2008 - May 2012
FedEx Freight December 2007 - February 2009
Scott Bacharach 2000 - 2001
GE Capital Modular Space May 1995 - September 2000
CertainTeed Corporation July 1984 - May 1988
Baxter Healthcare December 1980 - September 1983
Skills
Microsoft Excel, Customer Service, Microsoft Word, Accounts Receivable, Sales, Accounting, Invoicing, Bookkeeping, Data Entry, Training, Outlook, Account Management, Team Building, Telephone Skills
Education
Immaculata University 1997 — 1998
Accounting
Harcum Jr College 1975 — 1977
Associates, Retail Merchandising
SEI January 2013 - Present
SEI July 2011 - December 2012
SEI July 2010 - July 2011
SEI Investments November 2004 - July 2010
ING U.S. November 2003 - November 2004
Vanguard 1999 - 2003
Vanguard January 1996 - May 1999
Vanguard May 1995 - January 1996
Skills
Financial Services, Business Analysis, SDLC, Mutual Funds, Business Requirements, Requirements Gathering, Portfolio Management, Asset Management, Corporate Actions, Fixed Income, Back Office, Securities, Wealth Management, Global Custody, Business Process..., Trading, Process Improvement, Business Process..., Requirements Analysis, Asset Allocation, Business Process, Bonds, Business Process Design, Banking, Software Project..., Agile Methodologies, Strategy, Equities, Project Management, Product Management, Investments, Visio, Change Management, Analysis, Derivatives, Agile Project Management
Education
Saint Joseph's University - Erivan K. Haub School of Business 1997 — 1999
MBA, Specialization in Portfolio Management
King's College 1991 — 1995
BS, Finance
SEI October 2003 - Present
Education
Kutztown University of Pennsylvania 1996 — 2000
BSBA, Management and Marketing
Libertyville Schools District 70 Vice PresidentNorthern Trust Global InvestmentsAugust 1996 - March 2000
Wm M. Mercer June 1990 - February 1994
SEI 1984 - 1989
Elementary Schools August 1977 - May 1981
Skills
Teaching, Microsoft Office, Team Building, Research, Customer Service, Writing, Excel, Word, PowerPoint, Analysis, Nonprofits, Public Speaking, Fundraising, Event Planning, Community Outreach, Coaching, Microsoft Excel, Leadership Development, Microsoft Word
Education
Indiana University South Bend 1979 — 1981
MSBA, Marketing
Purdue University 1973 — 1977
BS, Education-Early Childhood
SEI Product SpecialistSEI Investments2001 - Present
Automated Financial Systems 1997 - 2001
TVSM 1993 - 1997
Skills
SDLC, Business Analysis, Requirements Gathering, Software Project...
Education
Pennsylvania State University-Great Valley Graduate Center 2002 — 2009
MSIS, IS
Indiana University of Pennsylvania 1988 — 1993
BS, MIS
SEI July 2009 - Present
Russell Investment Group August 2003 - December 2008
Russell Investment Group March 2003 - August 2003
Russell Investment Group November 1999 - March 2003
Northern Trust Retirement Consulting October 1997 - November 1999
AEON May 1996 - May 1997
First American Bank February 1995 - May 1996
First American Bank February 1993 - February 1995
Skills
Investments, Mutual Funds, Vendor Management, Retirement Planning, Employee Benefits, Portfolio Management
Education
Iowa State University 1988 — 1992
B.A., English
QsrSoft July 2014 - Present
HIT Management Consulting May 2007 - Present
INFOHEALTH Management Corp. October 2005 - May 2007
Porter Health System October 2001 - October 2005
Elliptus Technologies 1999 - 2001
Fiserv Mortgage Products 1996 - 1999
Indiana Federal Savings Bank 1990 - 1996
SEI 1988 - 1989
Skills
Security, Strategic Planning, Informatics, EHR, PMO, Program Management, Healthcare Information..., Strategy, HIPAA, Operations Management, Management, Patient Safety, Information Technology, Clinical Research, Data Center, Process Improvement
Education
Indiana University Bloomington 1985 — 1989
BA, Economics / Brazilian Literature
Mexico Blvd February 2012 - Present
Optimal Spaces August 2011 - Present
Instantia Producciones January 2010 - October 2010
BBVA Bancomer May 2004 - September 2009
Prudential Financial 2003 - 2004
SEI 2002 - 2003
Intercam Casa de Cambio 1996 - 2002
Accival 1986 - 1996
Skills
Bilingual English &...
Education
Instituto Tecnológico Autónomo de México 1981 — 1986
BA
American High School Mexico City 1978 — 1981
Moody's Analytics March 2015 - Present
MSCI December 2011 - March 2015
SEI 2003 - December 2011
Wilshire Associates 1996 - 2003
BNY Mellon 1994 - 1996
Skills
Investment Consulting, Portfolio Management, Client Retention, Relationship Management, Successful Sales Record, Defined Contribution..., Investment Technology, Staff Supervision, Alternative Investments, Asset Allocation, Asset Management, Bonds, Customer Retention, Defined Contribution, Equities, Fixed Income, Investment Advisory..., Investment Management, Investments, Mutual Funds, Pensions
Education
Indiana University of Pennsylvania
MBA, Finance
State Street July 2014 - Present
SEI June 2013 - July 2014
Immaculata University August 2010 - May 2013
Scottrade May 2011 - May 2012
Education
Immaculata University 2009 — 2013
Bachelor of Applied Science (B.A.Sc.), Finance, General
Forethought Financial Group, Inc. August 2014 - Present
SEI March 2011 - August 2014
Prudential Financial September 2010 - March 2011
Walgreens May 2009 - August 2009
Skills
Analysis, Management, Microsoft Excel, Account Reconciliation, Investments
Education
Kutztown University of Pennsylvania 2006 — 2010
B.S.B.A., Dual Major: Finance and Management
SEI May 2012 - Present
Yellowbook July 2006 - May 2012
Education
Methacton
Kutztown University of Pennsylvania 2001 — 2005
BS, Criminal Justice
LCCC 2003 — 2005
Paralegal Certificate, ABA Program
Strategen Solutions, LLC April 2003 - Present
Merck 1992 - 1999
Centocor 1990 - 1992
SEI 1986 - 1990
Skills
Strategic Planning, Financial Analysis, Project Management, Social Media Marketing, Brand Management, Strategic Communications, Global Business..., Performance Measurement, Records Management, Research and Development, Outplacement Services, Marketing, Quality Assurance, Project Planning, Strategy, Outplacement, Program Management, Clinical Trials
Education
University of St. Francis 2000 — 2003
Master of Business Administration (M.B.A.), Management
Immaculata University 1987 — 1990
Bachelor of Arts (BA), Economics
Assurant September 2012 - Present
SolomonEdwards January 2011 - September 2012
Sungard Availability Services July 2008 - July 2010
Enterprise Rent-A-Car March 2005 - July 2008
SEI October 2003 - December 2004
Education
Keller Graduate School of Management of DeVry University
Master of Business Administration (M.B.A.), Accounting and Business/Management
Temple University - Fox School of Business and Management
Bachelor's Degree, Accounting
SEI March 1998 - Present
Education
Temple University 1994 — 1997
MS, Accounting/business
Kenyon College
BA Mathematics, math, computer science
SEI December 2013 - Present
Vanguard September 2011 - November 2013
Vanguard February 2010 - September 2011
Vanguard January 2006 - February 2010
Vanguard May 2004 - January 2006
Vanguard May 2002 - May 2004
Education
Mississippi State University 2009 — 2011
MBA, Business
Immaculata University 2003 — 2007
Bachelors, Organizational Dynamics
Phoenixville Area High School
SEI August 2013 - Present
Philadelphia Country Club May 2011 - August 2013
Law Offices of Matthew J. Mize LLC January 2013 - April 2013
Indiana Wesleyan University January 2013 - April 2013
Indiana Wesleyan University October 2012 - December 2012
Indiana Wesleyan University January 2012 - April 2012
Play-a-Round Golf October 2006 - August 2011
Dunham's Sports September 2010 - April 2011
The Julian Krinsky Group June 2009 - August 2010
Indiana Wesleyan University September 2009 - April 2010
Skills
Excel, Microsoft Word, Facebook, Social Networking, Event Planning, Accounting, Microsoft Excel, Microsoft Office, Financial Analysis, Tutoring, Time Management, Access, PowerPoint, Word, Research, JavaScript, basic CSS, HTML
Education
Indiana Wesleyan University 2008 — 2013
Bachelor’s Degree, Accounting and Finance
Great Valley High School 2004 — 2008
High School
Northwestern Mutual 2012 - 2013
State Street 2011 - 2012
SEI November 2009 - June 2011
SEI March 2007 - November 2009
SEI November 2005 - March 2007
AEGON October 2002 - August 2005
Education
Keller Graduate School of Management of DeVry University 2009 — 2012
Masters, Accounting and Financial Management - CFA Emphasis
Penn State University
Bachelor's of Science, Business Administration; Minor in Speech Communication
SEI June 2015 - August 2015
Brenntag June 2014 - August 2014
YMCA Of Reading & Berks May 2012 - August 2013
Skills
Accounting, Microsoft Excel, Financial Analysis, Tax, Financial Modeling, QuickBooks, Financial Accounting, PowerPoint, Auditing, Financial Reporting, Access
Education
James Madison University 2011 — 2016
James Madison University 2011 — 2015
(B.B.A.), Major: Accounting Minor: Economics
Holy Name High School 2007 — 2011
SEI May 2014 - Present
Wilmington Trust, DE / M&T Bank, NY February 2013 - February 2014
NIIT Technologies Limited June 2000 - January 2013
SEI November 2007 - June 2012
NIIT Technologies Limited February 2006 - November 2007
SEI June 2000 - February 2006
NIIT Technologies Limited June 1998 - June 2000
Groz-Beckert KG June 1997 - June 1998
Skills
Software Project..., SDLC, Requirements Analysis, Business Analysis, User Acceptance Testing, Agile Methodologies, Test Management, Solution Architecture, Quality Center, Program Management, Visio, SQL, Microsoft SQL Server, Integration, Test Planning, Process Improvement, PMO, Testing, Requirements Gathering, Business Process, Software Documentation, Databases, Pre-sales, Business Requirements, Project Management, Analysis, Agile Project Management, Change Management
Education
Panjab University 1994 — 1997
Master of Computer Applications (MCA), Computer Science
Kurukshetra University 1991 — 1994
Bachelor of Science (BSc), Mathematics and Computer Science
SEI August 2015 - Present
Kony Solutions January 2013 - November 2013
HCL Technologies September 2010 - January 2013
Skills
Android, Mobile Applications, JavaScript, JSP, Spring, Kony Studio 4.1.0, Lua, Java, jQuery Mobile, HTML 5, PhoneGap, Backbone.js, CSS3, Mobile Technology, Responsive Web Design, PHP, kony framework, jQuery, Parse
Education
Jawaharlal Nehru Technological University 2006 — 2010
Bachelor's degree, Computer Science
BNY Mellon July 2010 - Present
PNC GIS November 2006 - July 2010
ING March 2006 - November 2006
SEI December 2005 - March 2006
SEI August 2004 - December 2005
SEI September 2003 - August 2004
Education
Indiana University of Pennsylvania
Bachelor of Science (B.S.)
SEI March 2013 - Present
Education
King's College 2007 — 2012
Bachelor's, Accounting
SEI May 2014 - Present
Ellis Investment Partners, LLC. December 2012 - May 2014
Hermitage Facility Team June 2008 - July 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Data Analysis, Public Speaking, Marketing Communications, Finance, Investments
Education
Kutztown University of Pennsylvania 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General, Graduate
Methacton High School 2006 — 2009