SEI Company
Industry: Financial services company
DescriptionSEI Investments Company, formerly Simulated Environments Inc, is a financial services company headquartered in Oaks, Pennsylvania, United States. The company describes itself as "a global provider of investment processing, investment management, and investment operations solutions". Headquarters: Oaks, PA CEO: Alfred P. West, Jr. (1968–) Founder: Alfred P. West, Jr. Founded: 1968 Subsidiaries: SEI Investments Inc, LSV ASSET MANAGEMENT,
SEI List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at SEI. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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2,206 SEI employees in database. Find out everything there's to know about SEI employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
SEI Employees
Employee
Years
Job
Industry
Rob Angeline Rob Angeline's SEI Experience March 2015 - Present
Job Associate Middle Office Operations Analyst at SEI
Industry Marketing and Advertising
Experience
SEI March 2015 - Present
Enterprise Rent-A-Car August 2014 - March 2015
La Salle University, Connelly Library February 2011 - May 2013
Enterprise Rent-A-Car June 2012 - August 2012
Pennsylvania Liquor Control Board May 2011 - August 2011
Russo's Market June 2007 - September 2010
Skills
Sales, Customer Service, Marketing, Phone Skills, Microsoft Office, Social Media, Event Planning, Decisiveness, Mac, Public Relations, Inventory Management, Retail, Microsoft Word, PowerPoint, Access, Microsoft Excel, Car Rental, Food Industry, Food Preparation, SPSS, Cash Register, Typing, Social Networking
Education
La Salle University 2009 — 2013
BS, Business Administration; Marketing
Roman Catholic 2005 — 2009
SEI March 2015 - Present
Enterprise Rent-A-Car August 2014 - March 2015
La Salle University, Connelly Library February 2011 - May 2013
Enterprise Rent-A-Car June 2012 - August 2012
Pennsylvania Liquor Control Board May 2011 - August 2011
Russo's Market June 2007 - September 2010
Skills
Sales, Customer Service, Marketing, Phone Skills, Microsoft Office, Social Media, Event Planning, Decisiveness, Mac, Public Relations, Inventory Management, Retail, Microsoft Word, PowerPoint, Access, Microsoft Excel, Car Rental, Food Industry, Food Preparation, SPSS, Cash Register, Typing, Social Networking
Education
La Salle University 2009 — 2013
BS, Business Administration; Marketing
Roman Catholic 2005 — 2009
Michaela Malloy Michaela Malloy's SEI Experience February 2014 - September 2014
Job Transaction Manager at CBRE
Industry Real Estate
Experience
CBRE September 2014 - Present
SEI February 2014 - September 2014
SEI June 2012 - February 2014
SEI Investments March 2010 - June 2012
SEI July 2008 - March 2010
Ben Franklin Technology Partners 2007 - 2007
ATR 2006 - 2006
Skills
Alternative Investments, Hedge Funds, Bloomberg, Project Management, Marketing, Private Equity, Securities, Real Estate Transactions, Real Estate License, Commercial Real Estate, International Real...
Education
Villanova University 2009 — 2011
MBA, Finance Specialization and Real Estate Specializations
Lafayette College 2004 — 2008
BA, Double Major: Economics & Business and Government & Law
Archbishop Mitty High School
CBRE September 2014 - Present
SEI February 2014 - September 2014
SEI June 2012 - February 2014
SEI Investments March 2010 - June 2012
SEI July 2008 - March 2010
Ben Franklin Technology Partners 2007 - 2007
ATR 2006 - 2006
Skills
Alternative Investments, Hedge Funds, Bloomberg, Project Management, Marketing, Private Equity, Securities, Real Estate Transactions, Real Estate License, Commercial Real Estate, International Real...
Education
Villanova University 2009 — 2011
MBA, Finance Specialization and Real Estate Specializations
Lafayette College 2004 — 2008
BA, Double Major: Economics & Business and Government & Law
Archbishop Mitty High School
Matt Duardo Matt Duardo's SEI Experience June 2005 - March 2006
Job Associate Director, Financial Planning and Analysis at Merck
Industry Pharmaceuticals
Experience
Merck October 2015 - Present
Merck November 2014 - October 2015
Merck September 2012 - November 2014
Merck July 2010 - September 2012
Merck March 2006 - June 2010
SEI June 2005 - March 2006
Skills
Analytics, Teamwork, Process Improvement, Excel, Inside Sales, Contract Management, Financial Forecasting, Revenue Forecasting, Pharmaceutical Sales, Pharmaceutical Industry, Managed Care, Healthcare Analytics, Pharmaceutics, Healthcare, Financial Analysis
Education
La Salle University 2009 — 2012
M.B.A., Business
University of Scranton 2001 — 2005
B.S., Marketing/Management
Merck October 2015 - Present
Merck November 2014 - October 2015
Merck September 2012 - November 2014
Merck July 2010 - September 2012
Merck March 2006 - June 2010
SEI June 2005 - March 2006
Skills
Analytics, Teamwork, Process Improvement, Excel, Inside Sales, Contract Management, Financial Forecasting, Revenue Forecasting, Pharmaceutical Sales, Pharmaceutical Industry, Managed Care, Healthcare Analytics, Pharmaceutics, Healthcare, Financial Analysis
Education
La Salle University 2009 — 2012
M.B.A., Business
University of Scranton 2001 — 2005
B.S., Marketing/Management
Michael McGovern, CTFA, AIF® Michael McGovern, CTFA, AIF®'s SEI Experience July 1998 - July 2006
Job Vice President at TD Wealth
Industry Financial Services
Experience
TD Wealth August 2013 - Present
Sterling Services Group September 2008 - August 2013
McCabe Capital Managers LTD June 2006 - September 2008
SEI July 1998 - July 2006
Skills
Wealth Management, Relationship Management, Investment Advisory, Trust Services, Financial Advisory, CRM, Strategic Financial..., Wealth Management..., Wealth, Financial Services, Estate Planning, Finance, Bonds, Management
Education
La Salle University - School of Business Administration 2004 — 2008
MBA, Finance
Villanova University 1994 — 1998
BSBA, Finance
Lasalle College High School 1990 — 1994
TD Wealth August 2013 - Present
Sterling Services Group September 2008 - August 2013
McCabe Capital Managers LTD June 2006 - September 2008
SEI July 1998 - July 2006
Skills
Wealth Management, Relationship Management, Investment Advisory, Trust Services, Financial Advisory, CRM, Strategic Financial..., Wealth Management..., Wealth, Financial Services, Estate Planning, Finance, Bonds, Management
Education
La Salle University - School of Business Administration 2004 — 2008
MBA, Finance
Villanova University 1994 — 1998
BSBA, Finance
Lasalle College High School 1990 — 1994
Christopher Amici's SEI Experience August 2013 - April 2014
Job Software Engineer at AssetWorks LLC
Industry Computer Software
Experience
AssetWorks LLC November 2014 - Present
Ascensus June 2014 - August 2014
Anexinet August 2013 - August 2014
SEI August 2013 - April 2014
Enterprise Blocks October 2012 - August 2013
DMi Partners March 2012 - November 2012
Immersion Technology Inc. May 2010 - September 2010
Enterprise Blocks May 2008 - August 2009
Satori Group Inc May 2007 - August 2007
Skills
.NET, C# 4.0, C#, Web Services, Microsoft SQL Server, NoSQL, Web Development, Web Applications, SOA, ESB, SharePoint, Microsoft Office, SQL, JavaScript, Databases, jQuery, ASP.NET MVC, WCF, CSS, Business Intelligence, MySQL, SSRS
Education
Lehigh University 2006 — 2011
Bachelor of Science (BS), Computer Science
Milton Hershey High School 2001 — 2006
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
AssetWorks LLC November 2014 - Present
Ascensus June 2014 - August 2014
Anexinet August 2013 - August 2014
SEI August 2013 - April 2014
Enterprise Blocks October 2012 - August 2013
DMi Partners March 2012 - November 2012
Immersion Technology Inc. May 2010 - September 2010
Enterprise Blocks May 2008 - August 2009
Satori Group Inc May 2007 - August 2007
Skills
.NET, C# 4.0, C#, Web Services, Microsoft SQL Server, NoSQL, Web Development, Web Applications, SOA, ESB, SharePoint, Microsoft Office, SQL, JavaScript, Databases, jQuery, ASP.NET MVC, WCF, CSS, Business Intelligence, MySQL, SSRS
Education
Lehigh University 2006 — 2011
Bachelor of Science (BS), Computer Science
Milton Hershey High School 2001 — 2006
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Julie Paretchan Julie Paretchan's SEI Experience 2007 - 2010
Job VP Client Strategy at Electronic Ink
Industry Internet
Experience
Electronic Ink 2014 - Present
POST Digital 2014 - 2014
SEER Interactive 2012 - 2014
CivilNet.TV 2011 - 2012
eBay Enterprise 2010 - 2011
SEI 2007 - 2010
SEI 2006 - 2007
SEI 2003 - 2006
SEI 2001 - 2003
Skills
New Business Development, Business Development, International Sales, Relationship Management, Account Management, Market Research, Marketing Strategy, Strategy, Strategic Planning, E-commerce, Product Development, Management, Start-ups, Customer Relations, Process Engineering, French, International Project..., CRM, Marketing, Online Marketing
Education
Lehigh University
BA
Radnor High School
Université de Bourgogne
Electronic Ink 2014 - Present
POST Digital 2014 - 2014
SEER Interactive 2012 - 2014
CivilNet.TV 2011 - 2012
eBay Enterprise 2010 - 2011
SEI 2007 - 2010
SEI 2006 - 2007
SEI 2003 - 2006
SEI 2001 - 2003
Skills
New Business Development, Business Development, International Sales, Relationship Management, Account Management, Market Research, Marketing Strategy, Strategy, Strategic Planning, E-commerce, Product Development, Management, Start-ups, Customer Relations, Process Engineering, French, International Project..., CRM, Marketing, Online Marketing
Education
Lehigh University
BA
Radnor High School
Université de Bourgogne
Brian Marrer's SEI Experience December 2013 - June 2015
Job Operations Specialist at The Investment Fund for Foundations
Industry Financial Services
Experience
The Investment Fund for Foundations June 2015 - Present
SEI December 2013 - June 2015
SEI April 2011 - December 2013
Peopleshare(SEI) December 2010 - April 2011
Skills
Microsoft Office, Financial Services, Accounting, Microsoft Excel, Securities, Microsoft Word, Public Speaking, Account Reconciliation, PowerPoint, Financial Analysis
Education
La Salle University 2006 — 2010
Bachelor's degree, Accounting
Lansdale Catholic 2002 — 2006
The Investment Fund for Foundations June 2015 - Present
SEI December 2013 - June 2015
SEI April 2011 - December 2013
Peopleshare(SEI) December 2010 - April 2011
Skills
Microsoft Office, Financial Services, Accounting, Microsoft Excel, Securities, Microsoft Word, Public Speaking, Account Reconciliation, PowerPoint, Financial Analysis
Education
La Salle University 2006 — 2010
Bachelor's degree, Accounting
Lansdale Catholic 2002 — 2006
Andrew Sorgi Andrew Sorgi's SEI Experience August 2015 - Present
Job Asset Data Analyst at SEI
Industry Accounting
Experience
SEI August 2015 - Present
SEI April 2015 - August 2015
SEI January 2015 - April 2015
Aramark January 2014 - December 2014
W.R. Hickey Beer Distributor September 2013 - December 2014
Phi Mu Delta Mu Zeta December 2012 - December 2014
Lock Haven University Financial Aid Office April 2013 - August 2014
Philly Beergasm March 2013 - October 2013
Avenue 209 Coffee House June 2013 - August 2013
PA Brew Tours January 2013 - August 2013
Skills
Marketing, Social Media, Facebook, Time Management, Event Planning, Social Networking, Sales, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Public Speaking, Social Media Marketing, Advertising, Photoshop, Public Relations, Blogging, Market Planning, Online Marketing, QuickBooks, Email Marketing, WordPress, Accounting, Volunteer Management, Business Planning, Product Marketing, Web Design, Data Entry, Financial Accounting, Management Accounting, Investment Management, Financial Analysis, Hedge Funds
Education
Lock Haven University of Pennsylvania 2011 — 2014
Bachelor of Science (BS), Accounting and Marketing, Senior
SEI August 2015 - Present
SEI April 2015 - August 2015
SEI January 2015 - April 2015
Aramark January 2014 - December 2014
W.R. Hickey Beer Distributor September 2013 - December 2014
Phi Mu Delta Mu Zeta December 2012 - December 2014
Lock Haven University Financial Aid Office April 2013 - August 2014
Philly Beergasm March 2013 - October 2013
Avenue 209 Coffee House June 2013 - August 2013
PA Brew Tours January 2013 - August 2013
Skills
Marketing, Social Media, Facebook, Time Management, Event Planning, Social Networking, Sales, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Public Speaking, Social Media Marketing, Advertising, Photoshop, Public Relations, Blogging, Market Planning, Online Marketing, QuickBooks, Email Marketing, WordPress, Accounting, Volunteer Management, Business Planning, Product Marketing, Web Design, Data Entry, Financial Accounting, Management Accounting, Investment Management, Financial Analysis, Hedge Funds
Education
Lock Haven University of Pennsylvania 2011 — 2014
Bachelor of Science (BS), Accounting and Marketing, Senior
Nicholas Sabatine Nicholas Sabatine's SEI Experience January 2013 - July 2013
Job Reporting Analyst at CampusDoor
Industry Financial Services
Experience
CampusDoor January 2014 - Present
SEI January 2013 - July 2013
UBS Financial Services Inc February 2011 - May 2011
Skills
Investments, Mutual Funds, Bloomberg, Corporate Finance, Bloomberg Terminal, Financial Modeling, Financial Analysis, Finance, Microsoft Excel, Valuation, Wealth Management, Fixed Income, Equities, Hedge Funds
Education
Lehigh University - College of Business and Economics 2008 — 2011
Bachelor of Science, Finance
Nazareth Area High School 2004 — 2008
CampusDoor January 2014 - Present
SEI January 2013 - July 2013
UBS Financial Services Inc February 2011 - May 2011
Skills
Investments, Mutual Funds, Bloomberg, Corporate Finance, Bloomberg Terminal, Financial Modeling, Financial Analysis, Finance, Microsoft Excel, Valuation, Wealth Management, Fixed Income, Equities, Hedge Funds
Education
Lehigh University - College of Business and Economics 2008 — 2011
Bachelor of Science, Finance
Nazareth Area High School 2004 — 2008
Makura M. Compton Makura M. Compton's SEI Experience February 2014 - Present
Job Internal Account Executive at SEI
Industry Financial Services
Experience
SEI February 2014 - Present
Vanguard October 2012 - February 2014
Vanguard July 2011 - October 2012
X-Mester June 2011 - June 2011
Abercrombie & Fitch April 2010 - September 2010
Lehigh Valley Health Network June 2010 - August 2010
Lehigh University June 2010 - August 2010
DB Schenker June 2009 - July 2009
Skills
Competitive Analysis, PowerPoint, Microsoft Excel, Research, Negotiation, Business Development, Time Management, Logistics, Proposal Writing, Leadership, Process Improvement, Data Analysis
Education
Lehigh University - College of Business and Economics 2007 — 2011
BS, Supply Chain Management
Gilman School
SEI February 2014 - Present
Vanguard October 2012 - February 2014
Vanguard July 2011 - October 2012
X-Mester June 2011 - June 2011
Abercrombie & Fitch April 2010 - September 2010
Lehigh Valley Health Network June 2010 - August 2010
Lehigh University June 2010 - August 2010
DB Schenker June 2009 - July 2009
Skills
Competitive Analysis, PowerPoint, Microsoft Excel, Research, Negotiation, Business Development, Time Management, Logistics, Proposal Writing, Leadership, Process Improvement, Data Analysis
Education
Lehigh University - College of Business and Economics 2007 — 2011
BS, Supply Chain Management
Gilman School
Joshua Gilmore Joshua Gilmore's SEI Experience May 2008 - October 2014
Job
Industry Retail
Experience
JRG Tools, LLC October 2014 - Present
SEI May 2008 - October 2014
SEI February 2006 - May 2008
SEI August 2005 - February 2006
SEI July 2004 - August 2005
Skills
Advent-Geneva, Sungard Invest One, Business Process..., Microsoft Excel, Microsoft Access, VBA, SQL, ftp, Portfolio Accounting, DOS, Conversions, Production Support, Project Management, QA Testing, Process Documentation, Troubleshooting, Problem Solving, ETL, Disaster Recovery, Quality Assurance, Portfolio Management
Education
La Salle University 2000 — 2004
B.S. in Business Administration, MIS and Accounting
JRG Tools, LLC October 2014 - Present
SEI May 2008 - October 2014
SEI February 2006 - May 2008
SEI August 2005 - February 2006
SEI July 2004 - August 2005
Skills
Advent-Geneva, Sungard Invest One, Business Process..., Microsoft Excel, Microsoft Access, VBA, SQL, ftp, Portfolio Accounting, DOS, Conversions, Production Support, Project Management, QA Testing, Process Documentation, Troubleshooting, Problem Solving, ETL, Disaster Recovery, Quality Assurance, Portfolio Management
Education
La Salle University 2000 — 2004
B.S. in Business Administration, MIS and Accounting
Andrew Faris Andrew Faris's SEI Experience June 2011 - August 2011
Job Strategy Consultant at PwC
Industry Management Consulting
Experience
PwC August 2012 - Present
Lehigh University June 2012 - August 2012
SEI June 2011 - August 2011
Skills
Leadership, Strategy, Management Consulting, Financial Services, IT Strategy, Business Process..., PMO, Business Intelligence, Financial Modeling, Microsoft Excel, Digital Strategy
Education
Lehigh University 2008 — 2012
Bachelor of Science (B.S.), Environmental Engineering
Brooks School 2004 — 2008
PwC August 2012 - Present
Lehigh University June 2012 - August 2012
SEI June 2011 - August 2011
Skills
Leadership, Strategy, Management Consulting, Financial Services, IT Strategy, Business Process..., PMO, Business Intelligence, Financial Modeling, Microsoft Excel, Digital Strategy
Education
Lehigh University 2008 — 2012
Bachelor of Science (B.S.), Environmental Engineering
Brooks School 2004 — 2008
Albert Manwaring Albert Manwaring's SEI Experience January 2013 - June 2013
Job Advisory, Regulatory Risk, Capital Markets
Industry Financial Services
Experience
KPMG December 2013 - Present
Broadridge Financial Solutions November 2013 - December 2013
Five Below September 2013 - November 2013
SEI January 2013 - June 2013
Citco Fund Services September 2012 - January 2013
Lehigh University May 2011 - August 2011
Sporting Goods Intelligence, Inc. June 2010 - August 2010
Valley Forge National Park 2008 - 2009
Skills
Acess, Microsoft Word, PowerPoint, Microsoft Excel
Education
Lehigh University - College of Business and Economics 2009 — 2012
Bachelor of Science (BS), Finance, General
Strath Haven High School 2004 — 2008
KPMG December 2013 - Present
Broadridge Financial Solutions November 2013 - December 2013
Five Below September 2013 - November 2013
SEI January 2013 - June 2013
Citco Fund Services September 2012 - January 2013
Lehigh University May 2011 - August 2011
Sporting Goods Intelligence, Inc. June 2010 - August 2010
Valley Forge National Park 2008 - 2009
Skills
Acess, Microsoft Word, PowerPoint, Microsoft Excel
Education
Lehigh University - College of Business and Economics 2009 — 2012
Bachelor of Science (BS), Finance, General
Strath Haven High School 2004 — 2008
Zachary Anderson Zachary Anderson's SEI Experience December 2013 - June 2014
Job Analyst at Morgan Stanley
Industry Higher Education
Experience
Morgan Stanley June 2014 - Present
SEI December 2013 - June 2014
Marcus & Millichap May 2013 - August 2013
Glenhardie Country Club May 2011 - September 2011
Skills
Higher Education, Microsoft Office, Coaching, Public Speaking, PowerPoint, Social Media, Microsoft Excel, Microsoft Word, Social Networking, Leadership, Event Management, Facebook, Time Management, Access, Accounting, Financial Analysis, Finance, Corporate Finance, Investments, Management, Account Reconciliation, Marketing, Research
Education
La Salle University 2009 — 2013
Bachelor of Science (BS), Finance, Marketing
Newburgh Free Academy 2005 — 2009
Morgan Stanley June 2014 - Present
SEI December 2013 - June 2014
Marcus & Millichap May 2013 - August 2013
Glenhardie Country Club May 2011 - September 2011
Skills
Higher Education, Microsoft Office, Coaching, Public Speaking, PowerPoint, Social Media, Microsoft Excel, Microsoft Word, Social Networking, Leadership, Event Management, Facebook, Time Management, Access, Accounting, Financial Analysis, Finance, Corporate Finance, Investments, Management, Account Reconciliation, Marketing, Research
Education
La Salle University 2009 — 2013
Bachelor of Science (BS), Finance, Marketing
Newburgh Free Academy 2005 — 2009
Randy Younker Randy Younker's SEI Experience December 1999 - Present
Job Director at SEI
Industry Financial Services
Experience
SEI December 1999 - Present
GE June 1988 - December 1999
Skills
Relationship Management
Education
Lehigh University - College of Business and Economics 1990 — 1993
Master of Business Administration (MBA), Business Administration and Management, General
Temple University 1984 — 1988
Bachelor of Science (BS), Mechanical Engineering
SEI December 1999 - Present
GE June 1988 - December 1999
Skills
Relationship Management
Education
Lehigh University - College of Business and Economics 1990 — 1993
Master of Business Administration (MBA), Business Administration and Management, General
Temple University 1984 — 1988
Bachelor of Science (BS), Mechanical Engineering
Michael Bennis Michael Bennis's SEI Experience September 1992 - October 1993
Job Sales Representative at Voya Financial™
Industry Insurance
Experience
Voya Financial August 2013 - Present
Health Advocate September 2012 - May 2013
Health Advocate January 2012 - September 2012
Penn Windows & Doors August 2004 - January 2012
Fluitron Incorporated September 2002 - August 2004
Color Kinetics April 2000 - June 2000
TNT Insurance Group November 1995 - April 2000
Corporate Financial Services September 1993 - November 1995
SEI September 1992 - October 1993
Skills
Management, Leadership, Sales, Business Development, New Business Development, Insurance, Marketing, Strategic Planning, Finance, Sales Management, Account Management, Customer Service, Sales Operations, Marketing Strategy, Enterprise Software, Start-ups, CRM, Program Management, Sales Process, Budgets, Business Analysis, Project Management, Operations Management, Group Insurance, Stop Loss, Disability Insurance, Group Life, Accident Insurance, FMLA, Cancer Insurance, Leave of Absence..., EAP, Hospital Confinement..., Critical Illness..., Employee Benefits, Health Insurance, Human Resources
Education
Temple University 1992 — 1995
Masters of Science, Finance
La Salle University 1988 — 1992
Bachelor of Science, Dual Major Finance and Spanish
University of Madrid 1990 — 1991
Taught, Liberal Arts; Spanish
Voya Financial August 2013 - Present
Health Advocate September 2012 - May 2013
Health Advocate January 2012 - September 2012
Penn Windows & Doors August 2004 - January 2012
Fluitron Incorporated September 2002 - August 2004
Color Kinetics April 2000 - June 2000
TNT Insurance Group November 1995 - April 2000
Corporate Financial Services September 1993 - November 1995
SEI September 1992 - October 1993
Skills
Management, Leadership, Sales, Business Development, New Business Development, Insurance, Marketing, Strategic Planning, Finance, Sales Management, Account Management, Customer Service, Sales Operations, Marketing Strategy, Enterprise Software, Start-ups, CRM, Program Management, Sales Process, Budgets, Business Analysis, Project Management, Operations Management, Group Insurance, Stop Loss, Disability Insurance, Group Life, Accident Insurance, FMLA, Cancer Insurance, Leave of Absence..., EAP, Hospital Confinement..., Critical Illness..., Employee Benefits, Health Insurance, Human Resources
Education
Temple University 1992 — 1995
Masters of Science, Finance
La Salle University 1988 — 1992
Bachelor of Science, Dual Major Finance and Spanish
University of Madrid 1990 — 1991
Taught, Liberal Arts; Spanish
Aaron Bisbing Aaron Bisbing's SEI Experience June 2012 - Present
Job Scrum Product Owner at SEI
Industry Financial Services
Experience
SEI June 2012 - Present
B.Braun Medical September 2010 - December 2011
White Orchids August 2007 - December 2010
Ameriprise Financial Services, Inc. September 2006 - July 2007
Education
Lehigh University - College of Business and Economics 2009 — 2011
MBA, Finance
Penn State University 2002 — 2006
BS, Finance, Economics
SEI June 2012 - Present
B.Braun Medical September 2010 - December 2011
White Orchids August 2007 - December 2010
Ameriprise Financial Services, Inc. September 2006 - July 2007
Education
Lehigh University - College of Business and Economics 2009 — 2011
MBA, Finance
Penn State University 2002 — 2006
BS, Finance, Economics
Peter Stachelek Peter Stachelek's SEI Experience June 2011 - Present
Job eDelivery Retirement Benefit Payment Services at SEI
Industry Investment Management
Experience
SEI June 2011 - Present
Advanta September 2001 - February 2009
Fleet Credit Card Services February 1998 - April 2000
Fund Plan Services 1989 - 1991
AMA Investment Advisers 1989 - 1990
Education
Liberty Baptist Theological Seminary 2012 — 2015
MDiv - Master of Divinity, Theology - Evangelism
Liberty University
BS BA, Business Mgt
SEI June 2011 - Present
Advanta September 2001 - February 2009
Fleet Credit Card Services February 1998 - April 2000
Fund Plan Services 1989 - 1991
AMA Investment Advisers 1989 - 1990
Education
Liberty Baptist Theological Seminary 2012 — 2015
MDiv - Master of Divinity, Theology - Evangelism
Liberty University
BS BA, Business Mgt
James Close James Close's SEI Experience June 2011 - Present
Job Financial Analyst Profit & Analysis at Dollar Financial Group
Industry Accounting
Experience
Dollar Financial Group July 2012 - Present
SEI June 2011 - Present
Citco Fund Services September 2010 - May 2011
Education
La Salle University - School of Business Administration 2006 — 2010
Dollar Financial Group July 2012 - Present
SEI June 2011 - Present
Citco Fund Services September 2010 - May 2011
Education
La Salle University - School of Business Administration 2006 — 2010
Doychin Panayotov Doychin Panayotov's SEI Experience April 2015 - Present
Job Investment Product/Solutions Analyst at SEI
Industry Financial Services
Experience
SEI April 2015 - Present
SEI Investments August 2010 - Present
National Penn Bank May 2008 - August 2009
Skills
Financial Services, Leadership, Alternative Investments, Internal Controls, Software Documentation, Hedge Funds, Investments, Anti Money Laundering, Risk Management
Education
Villanova University 2014 — 2017
Master of Business Administration (M.B.A.)
Lafayette College 2006 — 2010
BA, Economics & Business
SEI April 2015 - Present
SEI Investments August 2010 - Present
National Penn Bank May 2008 - August 2009
Skills
Financial Services, Leadership, Alternative Investments, Internal Controls, Software Documentation, Hedge Funds, Investments, Anti Money Laundering, Risk Management
Education
Villanova University 2014 — 2017
Master of Business Administration (M.B.A.)
Lafayette College 2006 — 2010
BA, Economics & Business
Patrick Connelly Patrick Connelly's SEI Experience June 2015 - Present
Job Internal Account Executive at SEI
Industry Financial Services
Experience
SEI June 2015 - Present
SEI June 2014 - August 2014
UBS Wealth Management June 2012 - August 2013
Skills
Public Speaking, Financial Accounting, Financial Analysis, Morningstar, Microsoft Excel, PowerPoint, Microsoft Office, Stata, Series 65, Microsoft CRM
Education
Lafayette College 2011 — 2015
Bachelor's Degree, Economics
Saint Joseph's Preparatory School 2007 — 2011
High School
SEI June 2015 - Present
SEI June 2014 - August 2014
UBS Wealth Management June 2012 - August 2013
Skills
Public Speaking, Financial Accounting, Financial Analysis, Morningstar, Microsoft Excel, PowerPoint, Microsoft Office, Stata, Series 65, Microsoft CRM
Education
Lafayette College 2011 — 2015
Bachelor's Degree, Economics
Saint Joseph's Preparatory School 2007 — 2011
High School
Gregory Fat's SEI Experience June 2014 - Present
Job Internal Account Executive at SEI
Industry Financial Services
Experience
SEI June 2014 - Present
La Salle University August 2010 - Present
Family Wealth Management October 2013 - June 2014
WorldChicago May 2012 - August 2012
La Salle University May 2012 - August 2012
Embassy of Greece July 2011 - August 2011
Skills
English, Ukrainian, German, Politics, International Relations, Research, Social Media, Microsoft Office, PowerPoint, Social Networking, Public Relations, Event Management, Microsoft Excel, Microsoft Word, Blogging, Higher Education, Nonprofits, Public Speaking, Event Planning, Facebook, Policy Analysis, Strategic Communications, Analysis, Fundraising, Outlook, Statistics, Marketing Communications, Customer Service
Education
La Salle University 2010 — 2014
The American College of Thessaloniki, Greece 2013 — 2013
Political Science and Government, Greek Language
SEI June 2014 - Present
La Salle University August 2010 - Present
Family Wealth Management October 2013 - June 2014
WorldChicago May 2012 - August 2012
La Salle University May 2012 - August 2012
Embassy of Greece July 2011 - August 2011
Skills
English, Ukrainian, German, Politics, International Relations, Research, Social Media, Microsoft Office, PowerPoint, Social Networking, Public Relations, Event Management, Microsoft Excel, Microsoft Word, Blogging, Higher Education, Nonprofits, Public Speaking, Event Planning, Facebook, Policy Analysis, Strategic Communications, Analysis, Fundraising, Outlook, Statistics, Marketing Communications, Customer Service
Education
La Salle University 2010 — 2014
The American College of Thessaloniki, Greece 2013 — 2013
Political Science and Government, Greek Language
Bianca DeMito Bianca DeMito's SEI Experience July 2013 - Present
Job Asset Data Services Analyst at SEI
Industry Financial Services
Experience
SEI July 2013 - Present
Greater Lycoming Habitat for Humanity January 2013 - April 2013
Lycoming College September 2012 - April 2013
Mid-Atlantic Credit Corp. May 2011 - August 2012
Education
Lycoming College 2009 — 2013
Bachelor of Arts (B.A.), Business Administration with concentrations in Finance and Management
Norristown Area High School 2005 — 2009
SEI July 2013 - Present
Greater Lycoming Habitat for Humanity January 2013 - April 2013
Lycoming College September 2012 - April 2013
Mid-Atlantic Credit Corp. May 2011 - August 2012
Education
Lycoming College 2009 — 2013
Bachelor of Arts (B.A.), Business Administration with concentrations in Finance and Management
Norristown Area High School 2005 — 2009
Laura Spadaccini Laura Spadaccini's SEI Experience June 2013 - August 2013
Job Graduate Engineer at Dewberry
Industry Civil Engineering
Experience
Dewberry June 2014 - Present
SEI June 2013 - August 2013
Turner Construction Company January 2013 - January 2013
RETTEW Associates, Inc. January 2012 - January 2012
Skills
Civil Engineering, AutoCAD Civil 3D, Matlab, Microsoft Office, Primavera P6, WaterCAD, SketchUp, SAP2000, VISSIM
Education
Lafayette College 2010 — 2014
Bachelor of Science (BS), Civil Engineering
Dewberry June 2014 - Present
SEI June 2013 - August 2013
Turner Construction Company January 2013 - January 2013
RETTEW Associates, Inc. January 2012 - January 2012
Skills
Civil Engineering, AutoCAD Civil 3D, Matlab, Microsoft Office, Primavera P6, WaterCAD, SketchUp, SAP2000, VISSIM
Education
Lafayette College 2010 — 2014
Bachelor of Science (BS), Civil Engineering
James Close James Close's SEI Experience 2011 - 2012
Job Senior Analyst, Indirect Commissions at Comcast Cable
Industry Financial Services
Experience
Comcast Cable December 2014 - Present
Dollar Financial Group July 2012 - December 2014
SEI 2011 - 2012
Citco Fund Services September 2010 - April 2011
TD May 2009 - September 2010
Skills
Finance, Financial Reporting, Financial Analysis, Financial Modeling, Strategic Financial..., Forecasting, Department Budgeting, Corporate Finance, Corporate Budgeting, Hyperion HFM, Smartview, Bloomberg Terminal, Hedge Funds, Equity Valuation, Valuation Modeling, Financial Statement..., Consolidated Financial..., Competitor Intelligence, Accounting, Customer Service
Education
La Salle University 2006 — 2010
Bachelor of Science (BS), Accounting and Finance, 3.16
Comcast Cable December 2014 - Present
Dollar Financial Group July 2012 - December 2014
SEI 2011 - 2012
Citco Fund Services September 2010 - April 2011
TD May 2009 - September 2010
Skills
Finance, Financial Reporting, Financial Analysis, Financial Modeling, Strategic Financial..., Forecasting, Department Budgeting, Corporate Finance, Corporate Budgeting, Hyperion HFM, Smartview, Bloomberg Terminal, Hedge Funds, Equity Valuation, Valuation Modeling, Financial Statement..., Consolidated Financial..., Competitor Intelligence, Accounting, Customer Service
Education
La Salle University 2006 — 2010
Bachelor of Science (BS), Accounting and Finance, 3.16
Patrick Hoban's SEI Experience September 2005 - June 2011
Job Strategy | Financial & Operational Effectiveness | Technology | Risk | Project Management
Industry Management Consulting
Experience
Navigate Corporation September 2015 - Present
Capgemini June 2011 - September 2015
SEI September 2005 - June 2011
Skills
Organizational Design, Organizational Structure, Change Management, Business Process..., Business Process..., Forecasting, VBA, Business Process Mapping, Business Process..., Software Implementation, Account Reconciliation, Design Specifications, Requirement..., Microsoft Excel, InvestOne, Financial Services
Education
Loyola University Maryland 2001 — 2005
Bachelor of Business Administration (BBA), Finance, General
University of Auckland 2004 — 2004
Navigate Corporation September 2015 - Present
Capgemini June 2011 - September 2015
SEI September 2005 - June 2011
Skills
Organizational Design, Organizational Structure, Change Management, Business Process..., Business Process..., Forecasting, VBA, Business Process Mapping, Business Process..., Software Implementation, Account Reconciliation, Design Specifications, Requirement..., Microsoft Excel, InvestOne, Financial Services
Education
Loyola University Maryland 2001 — 2005
Bachelor of Business Administration (BBA), Finance, General
University of Auckland 2004 — 2004
David Evanson, Jr.'s SEI Experience July 2011 - August 2011
Job Wealth Management at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2015 - Present
Schoen l Evanson May 2014 - June 2015
Ziegler May 2013 - August 2013
SEI July 2011 - August 2011
Bain & Company June 2011 - July 2011
Logan Circle Partners (Fortress Investment Group) June 2010 - August 2010
Vector Marketing May 2009 - September 2009
Skills
Financial Analysis, Microsoft Excel, Investment Banking, Financial Modeling, Investments, Finance, Corporate Finance, Bloomberg, Ruby on Rails, Social Media, Valuation, Bloomberg Terminal, Public Relations, Public Speaking, Microsoft Office, PowerPoint, Microsoft Word, Research, Analysis, Equities
Education
Lehigh University - College of Business and Economics 2009 — 2014
B.S., Finance & Accounting
University of Pennsylvania - The Wharton School 2012 — 2012
Mathematical Statistics and Probability
Morgan Stanley July 2015 - Present
Schoen l Evanson May 2014 - June 2015
Ziegler May 2013 - August 2013
SEI July 2011 - August 2011
Bain & Company June 2011 - July 2011
Logan Circle Partners (Fortress Investment Group) June 2010 - August 2010
Vector Marketing May 2009 - September 2009
Skills
Financial Analysis, Microsoft Excel, Investment Banking, Financial Modeling, Investments, Finance, Corporate Finance, Bloomberg, Ruby on Rails, Social Media, Valuation, Bloomberg Terminal, Public Relations, Public Speaking, Microsoft Office, PowerPoint, Microsoft Word, Research, Analysis, Equities
Education
Lehigh University - College of Business and Economics 2009 — 2014
B.S., Finance & Accounting
University of Pennsylvania - The Wharton School 2012 — 2012
Mathematical Statistics and Probability
Kieron Sebastian's SEI Experience April 2006 - November 2011
Job Interactive Art Director
Industry Design
Experience
McCann Regan Campbell Ward October 2014 - June 2015
Questus September 2014 - October 2014
Bank of America September 2012 - September 2014
Various February 2012 - September 2012
SEI April 2006 - November 2011
Night Kitchen Interactive January 2006 - April 2006
Skills
Art Direction, User Interface Design, Creative Direction, Integrated Marketing, Illustration
Education
Philadelphia University 2006 — 2011
Master of Science, Interactive Design & Media
La Salle University 2000 — 2004
Bachelor of Science, Digital Arts and Multimedia Design
McCann Regan Campbell Ward October 2014 - June 2015
Questus September 2014 - October 2014
Bank of America September 2012 - September 2014
Various February 2012 - September 2012
SEI April 2006 - November 2011
Night Kitchen Interactive January 2006 - April 2006
Skills
Art Direction, User Interface Design, Creative Direction, Integrated Marketing, Illustration
Education
Philadelphia University 2006 — 2011
Master of Science, Interactive Design & Media
La Salle University 2000 — 2004
Bachelor of Science, Digital Arts and Multimedia Design
Meghan Martin Meghan Martin's SEI Experience June 2015 - Present
Job Senior IMS Operations Analyst at SEI
Industry Financial Services
Experience
SEI June 2015 - Present
SEI December 2013 - Present
KJ Innovations January 2013 - March 2013
Enterprise Rent-A-Car May 2012 - January 2013
J.D. McGillicuddy's Pubs September 2011 - May 2012
La Salle University September 2009 - May 2012
Abington Family Chiropractic Center May 2011 - August 2011
Skills
Social Media, Microsoft Office, PowerPoint, Photoshop, Microsoft Excel, Microsoft Word, Customer Service, Social Media Marketing, Facebook, Advertising, Teamwork, Event Planning, Public Speaking, Leadership, Marketing, Social Networking, Sales
Education
La Salle University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Marketing, Business Management, Senior
Abington Senior High School 2005 — 2009
High School Diploma
SEI June 2015 - Present
SEI December 2013 - Present
KJ Innovations January 2013 - March 2013
Enterprise Rent-A-Car May 2012 - January 2013
J.D. McGillicuddy's Pubs September 2011 - May 2012
La Salle University September 2009 - May 2012
Abington Family Chiropractic Center May 2011 - August 2011
Skills
Social Media, Microsoft Office, PowerPoint, Photoshop, Microsoft Excel, Microsoft Word, Customer Service, Social Media Marketing, Facebook, Advertising, Teamwork, Event Planning, Public Speaking, Leadership, Marketing, Social Networking, Sales
Education
La Salle University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Marketing, Business Management, Senior
Abington Senior High School 2005 — 2009
High School Diploma
Ryan Dameika Ryan Dameika's SEI Experience June 2014 - Present
Job Wealth Platform Developer at SEI
Industry Computer Software
Experience
SEI June 2014 - Present
QMeds Inc. dba QuiqMeds June 2013 - August 2013
Rajant Corporation June 2012 - August 2012
Skills
Java, Databases, Programming, PostgreSQL, Software Engineering, C++, C, Linux, Software Development
Education
Lehigh University 2010 — 2014
B.S. in Computer Science & Business (CSB)
BISHOP SHANAHAN HIGH SCHOOL 2006 — 2010
Diploma
SEI June 2014 - Present
QMeds Inc. dba QuiqMeds June 2013 - August 2013
Rajant Corporation June 2012 - August 2012
Skills
Java, Databases, Programming, PostgreSQL, Software Engineering, C++, C, Linux, Software Development
Education
Lehigh University 2010 — 2014
B.S. in Computer Science & Business (CSB)
BISHOP SHANAHAN HIGH SCHOOL 2006 — 2010
Diploma
Katherine Keogh's SEI Experience May 2013 - April 2015
Job Product Sales at AXA Equitable
Industry Financial Services
Experience
AXA June 2015 - Present
SEI May 2013 - April 2015
SEI May 2011 - April 2013
Skills
Alternative Investments, Investments, Series 65, Investor Relations, Sales Coordination, Financial Services, Accounting, Financial Analysis
Education
Loyola University Maryland 2007 — 2011
Bachelor of Arts (B.A.)
Archmere Academy 2003 — 2007
AXA June 2015 - Present
SEI May 2013 - April 2015
SEI May 2011 - April 2013
Skills
Alternative Investments, Investments, Series 65, Investor Relations, Sales Coordination, Financial Services, Accounting, Financial Analysis
Education
Loyola University Maryland 2007 — 2011
Bachelor of Arts (B.A.)
Archmere Academy 2003 — 2007
James Brink James Brink's SEI Experience June 2007 - August 2007
Job Head Trader at Nitorum Capital
Industry Investment Management
Experience
Nitorum Capital November 2014 - Present
Sophrosyne Capital December 2011 - July 2014
Chimera Securities March 2011 - December 2011
Trillium Trading, LLC August 2008 - March 2011
SEI June 2007 - August 2007
Bryn Mawr Communications June 2006 - August 2006
Desolate Clothing Corp November 2000 - August 2005
Skills
Equities, Equity Trading, Portfolio Management, Bloomberg, Market Structure, Investments, Hedge Funds, Electronic Trading, Trading, Options, VBA, Prime Brokerage, Equity Research, MySQL, Electronic Trading..., Microsoft Excel, PHP, HTML, CSS, R, Photography, Capital Markets, Financial Analysis
Education
Johns Hopkins University / Coursera 2014 — 2014
Lehigh University 2004 — 2008
BS, Finance
Radnor High School 2001 — 2004
Nitorum Capital November 2014 - Present
Sophrosyne Capital December 2011 - July 2014
Chimera Securities March 2011 - December 2011
Trillium Trading, LLC August 2008 - March 2011
SEI June 2007 - August 2007
Bryn Mawr Communications June 2006 - August 2006
Desolate Clothing Corp November 2000 - August 2005
Skills
Equities, Equity Trading, Portfolio Management, Bloomberg, Market Structure, Investments, Hedge Funds, Electronic Trading, Trading, Options, VBA, Prime Brokerage, Equity Research, MySQL, Electronic Trading..., Microsoft Excel, PHP, HTML, CSS, R, Photography, Capital Markets, Financial Analysis
Education
Johns Hopkins University / Coursera 2014 — 2014
Lehigh University 2004 — 2008
BS, Finance
Radnor High School 2001 — 2004
Eric Kleinschmidt Eric Kleinschmidt's SEI Experience November 2004 - Present
Job Director of Fund Accounting at SEI
Industry Financial Services
Experience
SEI November 2004 - Present
SEI July 1999 - November 2004
SEI October 1996 - July 1999
SEI February 1995 - October 1996
Skills
Mutual Funds, Fund Accounting, Hedge Funds, Securities, Asset Management, Finance, Financial Services, Alternative Investments, Investments, Fixed Income, Accounting, Fund Administration, ETFs
Education
La Salle University - School of Business Administration 1986 — 1991
BS, Finance
SEI November 2004 - Present
SEI July 1999 - November 2004
SEI October 1996 - July 1999
SEI February 1995 - October 1996
Skills
Mutual Funds, Fund Accounting, Hedge Funds, Securities, Asset Management, Finance, Financial Services, Alternative Investments, Investments, Fixed Income, Accounting, Fund Administration, ETFs
Education
La Salle University - School of Business Administration 1986 — 1991
BS, Finance
Karen A. Supinski, PHR Karen A. Supinski, PHR's SEI Experience October 2004 - Present
Job Human Resources and Professional Development Partner
Industry Financial Services
Experience
SEI October 2004 - Present
Mid-Atlantic Employers Association (MEA) 1998 - 2000
GE Capital September 1988 - December 1998
Skills
Human Resources, Talent Management, Talent Acquisition, Applicant Tracking..., Employee Engagement, Succession Planning, Employee Relations, HRIS, Performance Management, College Recruiting, Employee Benefits, Workforce Planning, HR Policies, Benefits Administration, Leadership, Leadership Development, Vendor Management, Recruiting, Organizational..., Technical Recruiting, Coaching, Training, Onboarding, Process Improvement, Team Building, Interviews
Education
Villanova University 1989 — 1992
Masters of Science, Human Organizational Science, Human Resources Management
La Salle University 1984 — 1988
Bachelor of Science, Human Resources and Marketing
SEI October 2004 - Present
Mid-Atlantic Employers Association (MEA) 1998 - 2000
GE Capital September 1988 - December 1998
Skills
Human Resources, Talent Management, Talent Acquisition, Applicant Tracking..., Employee Engagement, Succession Planning, Employee Relations, HRIS, Performance Management, College Recruiting, Employee Benefits, Workforce Planning, HR Policies, Benefits Administration, Leadership, Leadership Development, Vendor Management, Recruiting, Organizational..., Technical Recruiting, Coaching, Training, Onboarding, Process Improvement, Team Building, Interviews
Education
Villanova University 1989 — 1992
Masters of Science, Human Organizational Science, Human Resources Management
La Salle University 1984 — 1988
Bachelor of Science, Human Resources and Marketing
Douglas Gusick's SEI Experience June 2015 - August 2015
Job Software Developer Intern at SEI
Industry Information Technology and Services
Experience
SEI June 2015 - August 2015
Blue Ridge Capital June 2014 - August 2014
KPMG Czech Republic May 2014 - June 2014
Blue Ridge Capital May 2013 - July 2013
Skills
Java, SQL, C++, JSP, JavaScript, C, HTML, SAP, ACL, Visio
Education
Lehigh University 2012 — 2016
Bachelor of Science (BS), Computer Science and Business
Horace Greeley High School 2008 — 2012
SEI June 2015 - August 2015
Blue Ridge Capital June 2014 - August 2014
KPMG Czech Republic May 2014 - June 2014
Blue Ridge Capital May 2013 - July 2013
Skills
Java, SQL, C++, JSP, JavaScript, C, HTML, SAP, ACL, Visio
Education
Lehigh University 2012 — 2016
Bachelor of Science (BS), Computer Science and Business
Horace Greeley High School 2008 — 2012
James McGinness James McGinness's SEI Experience Fund analyst at SEISEIJune 2010 - Present
Job Fund analyst at SEI
Industry Financial Services
Experience
SEI Fund analyst at SEISEIJune 2010 - Present
Randstad November 2009 - April 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Mutual Funds, Hedge Funds, Alternative Investments, Bloomberg, Investments, Equities, Fixed Income, Asset Management, Portfolio Management, Asset Allocation, Wealth Management, Securities, Derivatives, Investment Strategies, Investment Management, Financial Modeling, Financial Analysis, Fund Accounting, Valuation, Financial Services
Education
La Salle University 2005 — 2009
Bachelor's degree, Finance and Financial Management Services, 3.40
SEI Fund analyst at SEISEIJune 2010 - Present
Randstad November 2009 - April 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Mutual Funds, Hedge Funds, Alternative Investments, Bloomberg, Investments, Equities, Fixed Income, Asset Management, Portfolio Management, Asset Allocation, Wealth Management, Securities, Derivatives, Investment Strategies, Investment Management, Financial Modeling, Financial Analysis, Fund Accounting, Valuation, Financial Services
Education
La Salle University 2005 — 2009
Bachelor's degree, Finance and Financial Management Services, 3.40
Onyx Chowdhury's SEI Experience June 2011 - December 2011
Job DC Consultant PC at Deloitte
Industry Financial Services
Experience
Deloitte March 2014 - Present
Ascensus December 2011 - March 2014
Guni Production June 2011 - March 2014
SEI June 2011 - December 2011
Xamance July 2009 - August 2010
Skills
Microsoft Office, Visio, Financial Analysis, Excel, Word, PowerPoint, Access, Market Research, Microsoft Word, Microsoft Excel, Management, Finance, Marketing, Analysis, Financial Services, Due Diligence, Entrepreneurship, Valuation, Research, Leadership, Mergers & Acquisitions, Forecasting, Budgets, Sales
Education
La Salle University - School of Business Administration 2009 — 2011
M.B.A, Finance
Temple University 2005 — 2009
B.S
Deloitte March 2014 - Present
Ascensus December 2011 - March 2014
Guni Production June 2011 - March 2014
SEI June 2011 - December 2011
Xamance July 2009 - August 2010
Skills
Microsoft Office, Visio, Financial Analysis, Excel, Word, PowerPoint, Access, Market Research, Microsoft Word, Microsoft Excel, Management, Finance, Marketing, Analysis, Financial Services, Due Diligence, Entrepreneurship, Valuation, Research, Leadership, Mergers & Acquisitions, Forecasting, Budgets, Sales
Education
La Salle University - School of Business Administration 2009 — 2011
M.B.A, Finance
Temple University 2005 — 2009
B.S
Jasmine Hughes Jasmine Hughes's SEI Experience December 2014 - Present
Job Business Analyst at SEI
Industry Marketing and Advertising
Experience
SEI December 2014 - Present
Paycom 2014 - December 2014
IBM 2012 - 2014
IBM Global Business Services 2011 - 2011
University Directories, Lehigh 2010 - 2010
University Directories 2010 - 2010
Lehigh University Alumni Association 2009 - 2010
Skills
Marketing, Business Analysis, Analysis, Consulting, Project Management, Data Mapping, Advertising, Social Media Marketing, Online Advertising, Customer Service, SAP ERP, SAP, Oracle Retail, Sales, Event Planning, Supply Chain Management, BI Publisher, Microsoft Office, Management Consulting, Payroll, Human Capital, Account Management, HRIS, Strategic HR, EBITDA Growth, Visio, SQL, Problem Solving
Education
Lehigh University
BS, Marketing
SEI December 2014 - Present
Paycom 2014 - December 2014
IBM 2012 - 2014
IBM Global Business Services 2011 - 2011
University Directories, Lehigh 2010 - 2010
University Directories 2010 - 2010
Lehigh University Alumni Association 2009 - 2010
Skills
Marketing, Business Analysis, Analysis, Consulting, Project Management, Data Mapping, Advertising, Social Media Marketing, Online Advertising, Customer Service, SAP ERP, SAP, Oracle Retail, Sales, Event Planning, Supply Chain Management, BI Publisher, Microsoft Office, Management Consulting, Payroll, Human Capital, Account Management, HRIS, Strategic HR, EBITDA Growth, Visio, SQL, Problem Solving
Education
Lehigh University
BS, Marketing
Lindsey Palma's SEI Experience 2008 - 2008
Job Client Advisor Associate at Chilton Trust Company
Industry Financial Services
Experience
Chilton Trust 2014 - 2015
Barclays October 2011 - August 2014
Brown Brothers Harriman 2010 - September 2011
SEI 2008 - 2008
Education
Lehigh University - College of Business and Economics 2006 — 2009
B.S., Finance
University of Cape Town 2008 — 2008
Study Abroad Program, Racism and Genocide Studies, African National History
Chilton Trust 2014 - 2015
Barclays October 2011 - August 2014
Brown Brothers Harriman 2010 - September 2011
SEI 2008 - 2008
Education
Lehigh University - College of Business and Economics 2006 — 2009
B.S., Finance
University of Cape Town 2008 — 2008
Study Abroad Program, Racism and Genocide Studies, African National History
Adam Tridente's SEI Experience July 2011 - Present
Job Accounting Analyst, Hedge Fund/Private Equity Fund at SEI
Industry Accounting
Experience
SEI July 2011 - Present
JPMorgan Chase March 2011 - May 2011
The Bancorp Bank January 2011 - February 2011
Lowe's May 2008 - December 2010
Department of Finance July 2010 - October 2010
Grass Masters May 2009 - September 2010
La Salle University January 2010 - May 2010
Education
La Salle University - School of Business Administration 2006 — 2010
Bachelor's, Accounting
ACCOUNTINGState of Delaware
SEI July 2011 - Present
JPMorgan Chase March 2011 - May 2011
The Bancorp Bank January 2011 - February 2011
Lowe's May 2008 - December 2010
Department of Finance July 2010 - October 2010
Grass Masters May 2009 - September 2010
La Salle University January 2010 - May 2010
Education
La Salle University - School of Business Administration 2006 — 2010
Bachelor's, Accounting
ACCOUNTINGState of Delaware
Jeff Benfield Jeff Benfield's SEI Experience March 2014 - Present
Job Strategic Solutions Manager at SEI
Industry Financial Services
Experience
SEI March 2014 - Present
Albridge, an Affiliate of Pershing February 2010 - March 2014
Albridge, an Affiliate of Pershing June 2009 - February 2010
AXA Advisors June 2007 - May 2009
UBS May 2006 - August 2006
Skills
Financial Services, Series 7, Product Management, Wealth Management, Financial Technology, Performance Reporting, Product Development, Portfolio Management, Mutual Funds, Relationship Management, Production Managment, Investments, Securities, Asset Allocation, Alternative Investments, Fixed Income, Investment Management, Presentations, Equities
Education
Lehigh University
BS, Marketing
Texas A&M University
MBA, Finance
Wake Forest University
Certificate in Financial Planning, Financial Planning and Services
SEI March 2014 - Present
Albridge, an Affiliate of Pershing February 2010 - March 2014
Albridge, an Affiliate of Pershing June 2009 - February 2010
AXA Advisors June 2007 - May 2009
UBS May 2006 - August 2006
Skills
Financial Services, Series 7, Product Management, Wealth Management, Financial Technology, Performance Reporting, Product Development, Portfolio Management, Mutual Funds, Relationship Management, Production Managment, Investments, Securities, Asset Allocation, Alternative Investments, Fixed Income, Investment Management, Presentations, Equities
Education
Lehigh University
BS, Marketing
Texas A&M University
MBA, Finance
Wake Forest University
Certificate in Financial Planning, Financial Planning and Services
Todd Kephart Todd Kephart's SEI Experience 1992 - 1993
Job Managing Partner at Retirement Income Solutions
Industry Financial Services
Experience
Arbor Hospice January 2013 - Present
Retirement Income Solutions August 2012 - Present
Ann Arbor Rotary Club July 2012 - Present
Cleary University December 2010 - December 2013
Retirement Income Solutions August 2009 - July 2012
Arbor Hospice November 2009 - October 2010
MidWest Financial Credit Union September 2006 - October 2010
TIAA-CREF July 1995 - August 2009
SEI 1992 - 1993
Education
University of Michigan - Stephen M. Ross School of Business 1998 — 2003
MBA
Lehigh University 1988 — 1992
BS, Business
Valley Forge Elementary
Wilmington Friends
Arbor Hospice January 2013 - Present
Retirement Income Solutions August 2012 - Present
Ann Arbor Rotary Club July 2012 - Present
Cleary University December 2010 - December 2013
Retirement Income Solutions August 2009 - July 2012
Arbor Hospice November 2009 - October 2010
MidWest Financial Credit Union September 2006 - October 2010
TIAA-CREF July 1995 - August 2009
SEI 1992 - 1993
Education
University of Michigan - Stephen M. Ross School of Business 1998 — 2003
MBA
Lehigh University 1988 — 1992
BS, Business
Valley Forge Elementary
Wilmington Friends
Paul Grabania Paul Grabania's SEI Experience July 2011 - July 2012
Job IT Operations Specialist at AmeriGas
Industry Information Technology and Services
Experience
AmeriGas July 2012 - Present
SEI July 2011 - July 2012
La Salle University August 2006 - May 2010
Skills
Windows 7, Active Directory, Troubleshooting, Windows, Public Speaking, HTML, Project Management, Technical Support, Microsoft SQL Server, Windows Server, Microsoft Office, SQL, Access
Education
La Salle University 2006 — 2010
Bachelor's, Information Technology
AmeriGas July 2012 - Present
SEI July 2011 - July 2012
La Salle University August 2006 - May 2010
Skills
Windows 7, Active Directory, Troubleshooting, Windows, Public Speaking, HTML, Project Management, Technical Support, Microsoft SQL Server, Windows Server, Microsoft Office, SQL, Access
Education
La Salle University 2006 — 2010
Bachelor's, Information Technology
Joseph Comras's SEI Experience August 2012 - May 2015
Job Capital Markets Research Associate at Cambridge Associates
Industry Financial Services
Experience
Cambridge Associates March 2015 - Present
SEI August 2012 - May 2015
Skills
Business Analysis, Financial Analysis, Teamwork, Microsoft Excel, Data Analysis, Organization &..., Microsoft Office
Education
Loyola College in Maryland 2008 — 2012
Bachelor of Business Administration (BBA), Business/Commerce, General
University of Auckland 2010 — 2010
Semester Abroad, Business/ General Studies
Thayer Academy (High School) 2004 — 2008
Graduate
Cambridge Associates March 2015 - Present
SEI August 2012 - May 2015
Skills
Business Analysis, Financial Analysis, Teamwork, Microsoft Excel, Data Analysis, Organization &..., Microsoft Office
Education
Loyola College in Maryland 2008 — 2012
Bachelor of Business Administration (BBA), Business/Commerce, General
University of Auckland 2010 — 2010
Semester Abroad, Business/ General Studies
Thayer Academy (High School) 2004 — 2008
Graduate
Jake Tshudy, ASA, CFA's SEI Experience March 2004 - Present
Job Director, Institutional Advice
Industry Investment Management
Experience
SEI March 2004 - Present
Watson Wyatt June 1998 - March 2004
Skills
Alternative Investments, Asset Allocation, Investment Strategies, Asset Management, Investment Management, Investments, Equities, Portfolio Management, Fixed Income
Education
Lebanon Valley College 1994 — 1998
Bachelor of Science (BS), Actuarial Science
SEI March 2004 - Present
Watson Wyatt June 1998 - March 2004
Skills
Alternative Investments, Asset Allocation, Investment Strategies, Asset Management, Investment Management, Investments, Equities, Portfolio Management, Fixed Income
Education
Lebanon Valley College 1994 — 1998
Bachelor of Science (BS), Actuarial Science
Chrissy Rose's SEI Experience May 2004 - Present
Job Senior Software Development Manager at SEI
Industry Financial Services
Experience
SEI May 2004 - Present
CSL Solutions April 2002 - May 2004
Goldman Sachs September 2000 - April 2002
Princeton Financial Systems, Inc. June 1999 - September 2000
PFS January 1999 - June 1999
Princeton Financial Systems January 1996 - January 1999
PFS January 1995 - January 1996
PFS January 1994 - January 1995
PFS June 1990 - January 1994
Goldman Sachs & Co January 1989 - June 1990
Skills
Derivatives, Vendor Relationships, Portfolio Management, Asset Allocation, Corporate Actions, Market Data, Integration, Business Analysis, Agile Methodologies, Equities, Software Project..., Software Development, Management, Data Warehousing, Product Management, Financial Services, SDLC, Testing, Requirements Analysis, Databases, Bloomberg
Education
La Salle University - School of Business Administration 1994 — 1997
MBA, Finance
La Salle University 1984 — 1989
BA, Computer Science
Nazareth Academy 1980 — 1984
SEI May 2004 - Present
CSL Solutions April 2002 - May 2004
Goldman Sachs September 2000 - April 2002
Princeton Financial Systems, Inc. June 1999 - September 2000
PFS January 1999 - June 1999
Princeton Financial Systems January 1996 - January 1999
PFS January 1995 - January 1996
PFS January 1994 - January 1995
PFS June 1990 - January 1994
Goldman Sachs & Co January 1989 - June 1990
Skills
Derivatives, Vendor Relationships, Portfolio Management, Asset Allocation, Corporate Actions, Market Data, Integration, Business Analysis, Agile Methodologies, Equities, Software Project..., Software Development, Management, Data Warehousing, Product Management, Financial Services, SDLC, Testing, Requirements Analysis, Databases, Bloomberg
Education
La Salle University - School of Business Administration 1994 — 1997
MBA, Finance
La Salle University 1984 — 1989
BA, Computer Science
Nazareth Academy 1980 — 1984
Neil Conway's SEI Experience October 2006 - June 2007
Job Member Services with The Investment Fund for Foundations (TIFF),
Industry Financial Services
Experience
The Investment Fund for Foundations (TIFF) June 2007 - Present
SEI October 2006 - June 2007
SEI August 2004 - October 2004
SEI July 2003 - August 2004
SEI August 2001 - July 2003
SEI June 2000 - August 2001
Skills
Mutual Funds, Financial Analysis, Portfolio Management, Asset Management, Investments, Financial Services
Education
La Salle University 1996 — 1999
La Salle University - School of Business Administration 1995 — 1999
LaSalle College High School
LaSalle College High School
The Investment Fund for Foundations (TIFF) June 2007 - Present
SEI October 2006 - June 2007
SEI August 2004 - October 2004
SEI July 2003 - August 2004
SEI August 2001 - July 2003
SEI June 2000 - August 2001
Skills
Mutual Funds, Financial Analysis, Portfolio Management, Asset Management, Investments, Financial Services
Education
La Salle University 1996 — 1999
La Salle University - School of Business Administration 1995 — 1999
LaSalle College High School
LaSalle College High School
Mona Roccia's SEI Experience July 2012 - Present
Job Program Management Lead at SEI
Industry Real Estate
Experience
SEI July 2012 - Present
SEI Investments 2008 - 2012
SEI Investments 2003 - 2008
SEI 2001 - 2003
SEI 1997 - 2001
SEI 1996 - 1997
SEI 1995 - 1996
SEI 1993 - 1995
SEI 1992 - 1993
Skills
Mutual Funds, Investments, Service Development, Wealth Management, Asset Managment, Alternative Investments, Securities, Asset Allocation, Investment Advisory, Financial Services, Hedge Funds, Investment Strategies, Series 63, Equities, Investment Management
Education
La Salle University - School of Business Administration 1995 — 1998
Master of Business Administration (MBA), Finance and MIS
Lasalle University 1989 — 1992
Bachelor of Science (BS), MIS/Finance
SEI July 2012 - Present
SEI Investments 2008 - 2012
SEI Investments 2003 - 2008
SEI 2001 - 2003
SEI 1997 - 2001
SEI 1996 - 1997
SEI 1995 - 1996
SEI 1993 - 1995
SEI 1992 - 1993
Skills
Mutual Funds, Investments, Service Development, Wealth Management, Asset Managment, Alternative Investments, Securities, Asset Allocation, Investment Advisory, Financial Services, Hedge Funds, Investment Strategies, Series 63, Equities, Investment Management
Education
La Salle University - School of Business Administration 1995 — 1998
Master of Business Administration (MBA), Finance and MIS
Lasalle University 1989 — 1992
Bachelor of Science (BS), MIS/Finance
Steve Pietrzak's SEI Experience Vice PresidentDelaware InvestmentsSeptember 1987 - September 1992
Job National Director at SEI
Industry Financial Services
Experience
SEI Vice PresidentDelaware InvestmentsSeptember 1987 - September 1992
Ernst & Young August 1984 - September 1987
Ernst & Young 1984 - 1987
Education
La Salle University - School of Business Administration 1980 — 1984
SEI Vice PresidentDelaware InvestmentsSeptember 1987 - September 1992
Ernst & Young August 1984 - September 1987
Ernst & Young 1984 - 1987
Education
La Salle University - School of Business Administration 1980 — 1984
Susan Wenitsky, CPA's SEI Experience 1995 - 1996
Job CAO at Voice Systems Engineering
Industry Entertainment
Experience
Voice Systems Engineering (VSE, Inc.) 1998 - Present
Augustinian Province 1997 - 1998
Merrill Lynch Asset Management 1996 - 1997
SEI 1995 - 1996
Skills
Strategic Planning, Leadership, Social Media, Marketing, Customer Service, Email Marketing, Public Speaking, Project Management, Sales, Online Marketing, Accounting, Business Strategy, CRM, Brand Management, Social Networking, Process Improvement, Microsoft Office, Direct Marketing, Social Media Marketing, Financial Analysis, Marketing Strategy, Program Management, Adobe Creative Suite, Human Resources, Management, Public Relations, Online Advertising, Microsoft Excel, SEC filings, Marketing Communications, Advertising, E-commerce, Event Planning, Financial Reporting, Vendor Management, Constant Contact, Brand Development
Education
Rider University 1991 — 1995
BS, Finance
La Salle University
Voice Systems Engineering (VSE, Inc.) 1998 - Present
Augustinian Province 1997 - 1998
Merrill Lynch Asset Management 1996 - 1997
SEI 1995 - 1996
Skills
Strategic Planning, Leadership, Social Media, Marketing, Customer Service, Email Marketing, Public Speaking, Project Management, Sales, Online Marketing, Accounting, Business Strategy, CRM, Brand Management, Social Networking, Process Improvement, Microsoft Office, Direct Marketing, Social Media Marketing, Financial Analysis, Marketing Strategy, Program Management, Adobe Creative Suite, Human Resources, Management, Public Relations, Online Advertising, Microsoft Excel, SEC filings, Marketing Communications, Advertising, E-commerce, Event Planning, Financial Reporting, Vendor Management, Constant Contact, Brand Development
Education
Rider University 1991 — 1995
BS, Finance
La Salle University
Robin Curry's SEI Experience December 2008 - 2013
Job 25 years experience in the Financial Services industry
Industry Financial Services
Experience
InvestEdge, Inc. April 2014 - Present
SEI December 2008 - 2013
SEI Investments July 2005 - December 2008
Sei Investments July 2005 - December 2008
Glenmede Trust Company April 1996 - July 2005
Advent Users Group 1999 - 2001
Gates, Wilmerding, Carper and Rawlings April 1990 - April 1996
Skills
Equities, Asset Managment, Moxy, Mutual Funds, Securities, Fixed Income, Advent, Axys, Back Office, Portfolio Management, Bloomberg, Hedge Funds, Settlement, Investments, Trading, Software Documentation, Analysis, Business Analysis, Alternative Investments, Asset Allocation, Bonds, Electronic Trading, Financial Services, Financial Modeling, Investment Management, Asset Management, Corporate Actions, Series 7, Market Data, Wealth Management, Risk Management, Trading Systems, Equity Trading, FX Options, Financial Markets, Relationship Management, Series 63, Options
Education
La Salle University - School of Business Administration 2000 — 2009
InvestEdge, Inc. April 2014 - Present
SEI December 2008 - 2013
SEI Investments July 2005 - December 2008
Sei Investments July 2005 - December 2008
Glenmede Trust Company April 1996 - July 2005
Advent Users Group 1999 - 2001
Gates, Wilmerding, Carper and Rawlings April 1990 - April 1996
Skills
Equities, Asset Managment, Moxy, Mutual Funds, Securities, Fixed Income, Advent, Axys, Back Office, Portfolio Management, Bloomberg, Hedge Funds, Settlement, Investments, Trading, Software Documentation, Analysis, Business Analysis, Alternative Investments, Asset Allocation, Bonds, Electronic Trading, Financial Services, Financial Modeling, Investment Management, Asset Management, Corporate Actions, Series 7, Market Data, Wealth Management, Risk Management, Trading Systems, Equity Trading, FX Options, Financial Markets, Relationship Management, Series 63, Options
Education
La Salle University - School of Business Administration 2000 — 2009
Jenn Pollard's SEI Experience June 2007 - August 2007
Job Senior Associate Forensic Litigation and Valuation Services
Industry Financial Services
Experience
McGladrey September 2014 - Present
KPMG July 2008 - August 2014
SEI June 2007 - August 2007
Skills
Valuation, Financial Modeling, Financial Analysis, Business Valuation, Mergers & Acquisitions, Due Diligence, Financial Reporting, Corporate Finance, Private Equity, Bloomberg
Education
Lafayette College 2004 — 2008
BA, Economics and Business; Government and Law
Lafayette College 2004 — 2008
Bachelor of Arts (BA), Economics and Business
McGladrey September 2014 - Present
KPMG July 2008 - August 2014
SEI June 2007 - August 2007
Skills
Valuation, Financial Modeling, Financial Analysis, Business Valuation, Mergers & Acquisitions, Due Diligence, Financial Reporting, Corporate Finance, Private Equity, Bloomberg
Education
Lafayette College 2004 — 2008
BA, Economics and Business; Government and Law
Lafayette College 2004 — 2008
Bachelor of Arts (BA), Economics and Business
Antony Rajasekaran's SEI Experience February 2011 - June 2012
Job Senior Human Factors Engineer at SEI
Industry Financial Services
Experience
LifeScan June 2012 - Present
SEI February 2011 - June 2012
Reed Elsevier August 2009 - February 2012
ModSpace November 2007 - July 2009
iNautix Technologies January 2004 - October 2007
iNautix (USA), LLC 2006 - 2007
Cognizant Technology Solutions January 1999 - December 2003
IMRB International March 1993 - December 1998
Skills
Information Architecture, Agile, User Interface Design, Interaction Design, Usability Testing, User-centered Design, Requirements Gathering, HTML, User Experience, Requirements Analysis, Prototyping, User Interface, Rapid Prototyping, Business Requirements, AJAX, JavaScript, Competitive Analysis, Heuristic Evaluation, Usability Engineering, Agile Methodologies, User Research, Wire Framing, Human Factors, Persona, Experience Design, Human Computer..., User Experience Design, Usability, Task Analysis, Wireframes
Education
New Jersey Institute of Technology 2014 — 2016
MS BIS, Human Factors
NIIT 1990 — 1993
Advanced Diploma in Systems Management, Computer Science
University of Madras 1990 — 1993
MCA, Computer Science
Loyola College
Bachelors, Physics
LifeScan June 2012 - Present
SEI February 2011 - June 2012
Reed Elsevier August 2009 - February 2012
ModSpace November 2007 - July 2009
iNautix Technologies January 2004 - October 2007
iNautix (USA), LLC 2006 - 2007
Cognizant Technology Solutions January 1999 - December 2003
IMRB International March 1993 - December 1998
Skills
Information Architecture, Agile, User Interface Design, Interaction Design, Usability Testing, User-centered Design, Requirements Gathering, HTML, User Experience, Requirements Analysis, Prototyping, User Interface, Rapid Prototyping, Business Requirements, AJAX, JavaScript, Competitive Analysis, Heuristic Evaluation, Usability Engineering, Agile Methodologies, User Research, Wire Framing, Human Factors, Persona, Experience Design, Human Computer..., User Experience Design, Usability, Task Analysis, Wireframes
Education
New Jersey Institute of Technology 2014 — 2016
MS BIS, Human Factors
NIIT 1990 — 1993
Advanced Diploma in Systems Management, Computer Science
University of Madras 1990 — 1993
MCA, Computer Science
Loyola College
Bachelors, Physics
Stephen Inzer's SEI Experience 2002 - 2004
Job Senior Associate at LiquidHub
Industry Insurance
Experience
LiquidHub March 2014 - Present
J.P. Morgan September 2012 - March 2014
Oracle March 2007 - May 2012
LiquidHub 2005 - 2007
Ciber Inc. September 2004 - 2006
PJM 2004 - 2006
FullTilt Solutions 2000 - 2005
SEI 2002 - 2004
Fulltilt, Inc September 2000 - 2004
Princeton Ecom 2000 - 2002
Skills
SDLC, SOA, Architecture, Agile Methodologies, Web Services, Enterprise Architecture, Requirements Analysis, Java Enterprise Edition, XML, Oracle, SQL, Software Project..., Software Development, Integration, Java, Solution Architecture, Spring, Tomcat, Websphere, Weblogic, Architectures, WebSphere
Education
Loyola Marymount University 1993 — 1995
Computer Science
University of Oklahoma 1981 — 1987
BS, Engineering Physics
LiquidHub March 2014 - Present
J.P. Morgan September 2012 - March 2014
Oracle March 2007 - May 2012
LiquidHub 2005 - 2007
Ciber Inc. September 2004 - 2006
PJM 2004 - 2006
FullTilt Solutions 2000 - 2005
SEI 2002 - 2004
Fulltilt, Inc September 2000 - 2004
Princeton Ecom 2000 - 2002
Skills
SDLC, SOA, Architecture, Agile Methodologies, Web Services, Enterprise Architecture, Requirements Analysis, Java Enterprise Edition, XML, Oracle, SQL, Software Project..., Software Development, Integration, Java, Solution Architecture, Spring, Tomcat, Websphere, Weblogic, Architectures, WebSphere
Education
Loyola Marymount University 1993 — 1995
Computer Science
University of Oklahoma 1981 — 1987
BS, Engineering Physics
Steve Benz's SEI Experience January 1990 - Present
Job Corp IT
Industry Financial Services
Experience
SEI January 1990 - Present
Education
La Salle University 1982 — 1986
La Salle University 1982 — 1986
Bachelor of Arts (B.A.), Computer Science
SEI January 1990 - Present
Education
La Salle University 1982 — 1986
La Salle University 1982 — 1986
Bachelor of Arts (B.A.), Computer Science
Clarence Harris's SEI Experience
Job Mutual Fund Consultant at SEI
Industry Financial Services
Experience
SEI
Skills
Financial Services, Investment Strategies, Vendor Management, Strategic Financial..., Investment Advisory, Series 7, Business Process..., Relationship Management, Business Analysis, Bloomberg, Process Improvement, Valuation, Project Management, Hedge Funds, Fixed Income, Mutual Funds, SDLC, Securities, Requirements Gathering, Asset Management, Retirement Planning, Investments, Wealth Management, Asset Allocation, Equities, Portfolio Management, Banking, Business Intelligence, Software Project..., Derivatives, Requirements Analysis, Financial Modeling, Risk Management, Financial Analysis, Alternative Investments
Education
La Salle University - School of Business Administration 1998 — 2001
SEI
Skills
Financial Services, Investment Strategies, Vendor Management, Strategic Financial..., Investment Advisory, Series 7, Business Process..., Relationship Management, Business Analysis, Bloomberg, Process Improvement, Valuation, Project Management, Hedge Funds, Fixed Income, Mutual Funds, SDLC, Securities, Requirements Gathering, Asset Management, Retirement Planning, Investments, Wealth Management, Asset Allocation, Equities, Portfolio Management, Banking, Business Intelligence, Software Project..., Derivatives, Requirements Analysis, Financial Modeling, Risk Management, Financial Analysis, Alternative Investments
Education
La Salle University - School of Business Administration 1998 — 2001
Brendan Sheehan, CFA's SEI Experience August 2003 - March 2004
Job Director International Fixed Income at Bluefin Trading LLC
Industry Investment Management
Experience
Bluefin Trading LLC January 2012 - Present
Bridgewater Associates July 2008 - January 2012
FlexBox Mobile Storage November 2007 - January 2010
Susquehanna International Group 2003 - 2007
SEI August 2003 - March 2004
UBS June 2000 - October 2001
Skills
Derivatives, ETFs, Risk Management, Options, Fixed Income, Trading, Equities, Hedge Funds, Capital Markets, Acrobatics, Bloomberg, Investments, Juggling, Portfolio Management, Valuation
Education
Temple University - Fox School of Business and Management 2002 — 2003
MBA
Lehigh University 1995 — 2000
Economics
Chestnut Hill Academy 1991 — 1995
Bluefin Trading LLC January 2012 - Present
Bridgewater Associates July 2008 - January 2012
FlexBox Mobile Storage November 2007 - January 2010
Susquehanna International Group 2003 - 2007
SEI August 2003 - March 2004
UBS June 2000 - October 2001
Skills
Derivatives, ETFs, Risk Management, Options, Fixed Income, Trading, Equities, Hedge Funds, Capital Markets, Acrobatics, Bloomberg, Investments, Juggling, Portfolio Management, Valuation
Education
Temple University - Fox School of Business and Management 2002 — 2003
MBA
Lehigh University 1995 — 2000
Economics
Chestnut Hill Academy 1991 — 1995
Jake Fletcher's SEI Experience July 2012 - Present
Job National Accounts, U.S. Asset Management at SEI
Industry Financial Services
Experience
SEI July 2012 - Present
Quaker Funds, Inc. August 2008 - July 2012
SEI 2003 - August 2008
Education
Saint Joseph's University - Erivan K. Haub School of Business 2006 — 2008
MBA, Finance
Lehigh University 1999 — 2003
B.S. Business & Economics, Finance
SEI July 2012 - Present
Quaker Funds, Inc. August 2008 - July 2012
SEI 2003 - August 2008
Education
Saint Joseph's University - Erivan K. Haub School of Business 2006 — 2008
MBA, Finance
Lehigh University 1999 — 2003
B.S. Business & Economics, Finance
Brian Fitzsimmons's SEI Experience August 2013 - January 2014
Job Regional Consultant at Highland Capital Management, L.P.
Industry Financial Services
Experience
Highland Capital Management, L.P. January 2014 - Present
SEI August 2013 - January 2014
SEI April 2011 - October 2013
SEI Investments September 2008 - March 2011
Citizens Bank March 2006 - September 2008
Philadelphia Management June 2003 - May 2005
Skills
Mutual Funds, Bloomberg, Series 7, Investments, Series 63, Microsoft CRM, Salesforce.com, Customer Service, Consumer Lending, Small Business Lending, Sales, Financial Analysis, Fixed Income, Alternative Investments
Education
La Salle University 2010 — 2012
MBA, Finance
Temple University - Fox School of Business and Management 2001 — 2006
Bachelor of Business Administration (B.B.A.), Economics
Highland Capital Management, L.P. January 2014 - Present
SEI August 2013 - January 2014
SEI April 2011 - October 2013
SEI Investments September 2008 - March 2011
Citizens Bank March 2006 - September 2008
Philadelphia Management June 2003 - May 2005
Skills
Mutual Funds, Bloomberg, Series 7, Investments, Series 63, Microsoft CRM, Salesforce.com, Customer Service, Consumer Lending, Small Business Lending, Sales, Financial Analysis, Fixed Income, Alternative Investments
Education
La Salle University 2010 — 2012
MBA, Finance
Temple University - Fox School of Business and Management 2001 — 2006
Bachelor of Business Administration (B.B.A.), Economics
Brian Timmons, CPA's SEI Experience November 2014 - Present
Job Financial Reporting Director at SEI
Industry Financial Services
Experience
SEI November 2014 - Present
SEI May 2002 - November 2014
Arthur Andersen LLP September 1997 - May 2002
Skills
SEC filings, Financial Reporting, Fund Administration, US GAAP, Sarbanes-Oxley Act, Auditing, Hedge Funds, Fund Of Funds, Financial Statements, Mutual Funds, CPA
Education
Lehigh University 1993 — 1997
Bachelor of Science (BS), Accounting
Lansdale Catholic High School 1989 — 1993
St. Stanislaus School
SEI November 2014 - Present
SEI May 2002 - November 2014
Arthur Andersen LLP September 1997 - May 2002
Skills
SEC filings, Financial Reporting, Fund Administration, US GAAP, Sarbanes-Oxley Act, Auditing, Hedge Funds, Fund Of Funds, Financial Statements, Mutual Funds, CPA
Education
Lehigh University 1993 — 1997
Bachelor of Science (BS), Accounting
Lansdale Catholic High School 1989 — 1993
St. Stanislaus School
Edward Bardowski's SEI Experience June 2001 - July 2013
Job Vice President & Institutional Plan Consultant at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. May 2015 - Present
Karma Business Advisors, Inc. September 2013 - Present
Island Boy Racing, Inc. 2001 - Present
SEI June 2001 - July 2013
SEI May 1998 - April 2001
SEI August 1995 - May 1998
Skills
Asset Allocation, Mutual Funds, Investments, Financial Services, Relationship Management, Defined Benefit, Wealth Management, Asset Management, Investment Strategies, Strategy, CRM, Leadership, Strategic Planning, Due Diligence, Alternative Investments, Finance, Investment Advisory, Investment Management, Business Strategy, Defined Contribution, Fund Of Funds, Sales Management, Marketing Strategy, Securities, Outsourcing, Endowment Funds, Foundations, Service Management, Performance Improvement, Client Retention..., Group Purchasing, Employee Benefits, Compensation & Benefit, Strategic Negotiations, Mergers & Acquisitions, Incorporation Services, Healthcare Management, Vendor Management, Business Development, Business Planning, Hedge Funds, Insurance, Financial Advisory, Management Consulting, Trading, Separately Managed..., Portfolio Management, Equities, Series 7, Venture Capital
Education
Lehigh University 1991 — 1995
BS Finance, Finance/Government
London School of Economics and Political Science, U. of London 1994 — 1994
Robert W. Baird & Co. May 2015 - Present
Karma Business Advisors, Inc. September 2013 - Present
Island Boy Racing, Inc. 2001 - Present
SEI June 2001 - July 2013
SEI May 1998 - April 2001
SEI August 1995 - May 1998
Skills
Asset Allocation, Mutual Funds, Investments, Financial Services, Relationship Management, Defined Benefit, Wealth Management, Asset Management, Investment Strategies, Strategy, CRM, Leadership, Strategic Planning, Due Diligence, Alternative Investments, Finance, Investment Advisory, Investment Management, Business Strategy, Defined Contribution, Fund Of Funds, Sales Management, Marketing Strategy, Securities, Outsourcing, Endowment Funds, Foundations, Service Management, Performance Improvement, Client Retention..., Group Purchasing, Employee Benefits, Compensation & Benefit, Strategic Negotiations, Mergers & Acquisitions, Incorporation Services, Healthcare Management, Vendor Management, Business Development, Business Planning, Hedge Funds, Insurance, Financial Advisory, Management Consulting, Trading, Separately Managed..., Portfolio Management, Equities, Series 7, Venture Capital
Education
Lehigh University 1991 — 1995
BS Finance, Finance/Government
London School of Economics and Political Science, U. of London 1994 — 1994
Chris Wert's SEI Experience June 1999 - September 2000
Job Client Relations at CMG Capital Management Group, Inc.
Industry Financial Services
Experience
CMG Capital Management Group, Inc. December 2014 - Present
AMG Funds July 2004 - July 2014
InvestorForce September 2000 - May 2003
SEI June 1999 - September 2000
Skills
Series 6, Series 63, Mutual Funds, Investments, Asset Management, Financial Services, Portfolio Management, Equities, Separately Managed..., Account Reconciliation, Client Relations Skills
Education
La Salle University 1995 — 1999
BS, Business Admin
CMG Capital Management Group, Inc. December 2014 - Present
AMG Funds July 2004 - July 2014
InvestorForce September 2000 - May 2003
SEI June 1999 - September 2000
Skills
Series 6, Series 63, Mutual Funds, Investments, Asset Management, Financial Services, Portfolio Management, Equities, Separately Managed..., Account Reconciliation, Client Relations Skills
Education
La Salle University 1995 — 1999
BS, Business Admin
Nicole (Schenk) Wasiakowski's SEI Experience June 2015 - Present
Job Relationship Project Manager at SEI
Industry Financial Services
Experience
SEI June 2015 - Present
SEI January 2012 - June 2015
SEI March 2007 - January 2012
Ameriprise Financial August 2004 - March 2007
Education
Lafayette College 2000 — 2004
BA, Ecomonics and Business
SEI June 2015 - Present
SEI January 2012 - June 2015
SEI March 2007 - January 2012
Ameriprise Financial August 2004 - March 2007
Education
Lafayette College 2000 — 2004
BA, Ecomonics and Business
Tamara McManus (formerly Stanickyj)'s SEI Experience November 2001 - Present
Job Trust Officer at SEI
Industry Financial Services
Experience
SEI November 2001 - Present
SEI Investments November 2001 - June 2011
Raymond James & Assoc. (Bala Cynwyd) 1999 - 2001
Skills
Mutual Funds, Securities, Investments, Financial Services, Equities
Education
Saint Joseph's University 2004 — 2006
MBA
La Salle University
B.S., Finance
SEI November 2001 - Present
SEI Investments November 2001 - June 2011
Raymond James & Assoc. (Bala Cynwyd) 1999 - 2001
Skills
Mutual Funds, Securities, Investments, Financial Services, Equities
Education
Saint Joseph's University 2004 — 2006
MBA
La Salle University
B.S., Finance
Scott Breitmeyer's SEI Experience October 2004 - June 2015
Job Experienced Financial Professional
Industry Financial Services
Experience
SEI October 2004 - June 2015
SEI October 2000 - October 2004
Skills
Mutual Funds, Alternative Investments, Asset Management, Investments, Securities, Financial Services, Hedge Funds, Equities, Wealth Management, Portfolio Management
Education
Northern Illinois University 1986 — 1988
Master of Science (M.S.), Sociology
Lycoming College 1982 — 1986
Bachelor of Arts (B.A.), Sociology, Magna Cum Laude
SEI October 2004 - June 2015
SEI October 2000 - October 2004
Skills
Mutual Funds, Alternative Investments, Asset Management, Investments, Securities, Financial Services, Hedge Funds, Equities, Wealth Management, Portfolio Management
Education
Northern Illinois University 1986 — 1988
Master of Science (M.S.), Sociology
Lycoming College 1982 — 1986
Bachelor of Arts (B.A.), Sociology, Magna Cum Laude
Douglas Dryer, MBA's SEI Experience December 2010 - November 2013
Job Trade Processing Manager, Officer at State Street
Industry Investment Management
Experience
State Street November 2013 - Present
SEI December 2010 - November 2013
State Street May 2010 - November 2010
Veritable, LP January 2008 - April 2010
Wachovia Wealth Management March 2006 - December 2007
Wachovia Bank June 2004 - February 2006
Skills
Fixed Income, Equities, Trading, Options, Wealth Management, Bloomberg, Financial Analysis, Hedge Funds, Investments, Financial Modeling, Mutual Funds, Risk Management, Banking, Analysis, Finance
Education
Penn State University 2006 — 2009
MBA, Finance
Loyola University Maryland 2000 — 2004
BBA, Marketing & History
Delbarton School 1996 — 2000
High School
State Street November 2013 - Present
SEI December 2010 - November 2013
State Street May 2010 - November 2010
Veritable, LP January 2008 - April 2010
Wachovia Wealth Management March 2006 - December 2007
Wachovia Bank June 2004 - February 2006
Skills
Fixed Income, Equities, Trading, Options, Wealth Management, Bloomberg, Financial Analysis, Hedge Funds, Investments, Financial Modeling, Mutual Funds, Risk Management, Banking, Analysis, Finance
Education
Penn State University 2006 — 2009
MBA, Finance
Loyola University Maryland 2000 — 2004
BBA, Marketing & History
Delbarton School 1996 — 2000
High School
JP Young's SEI Experience July 1995 - June 1996
Job Managing Director at William Blair & Company
Industry Financial Services
Experience
William Blair & Company December 2009 - Present
William Blair & Company December 2009 - Present
Macquarie October 2005 - March 2009
Macquarie Capital (USA) Inc. 2005 - 2009
FBR April 2001 - October 2005
Piper Jaffray October 2000 - March 2001
Cap Gemini Ernst & Young January 2000 - October 2000
Bank of America July 1996 - March 1999
SEI July 1995 - June 1996
Skills
Financial Modeling, Valuation, Capital Markets, Investment Banking, Investments, Mergers & Acquisitions, Equities, Finance, Credit Risk, Strategy, Financial Services, Credit, Asset Management, Securities
Education
The University of Chicago 1997 — 1999
MS, Computer Science
Lehigh University 1991 — 1995
BS, Business
William Blair & Company December 2009 - Present
William Blair & Company December 2009 - Present
Macquarie October 2005 - March 2009
Macquarie Capital (USA) Inc. 2005 - 2009
FBR April 2001 - October 2005
Piper Jaffray October 2000 - March 2001
Cap Gemini Ernst & Young January 2000 - October 2000
Bank of America July 1996 - March 1999
SEI July 1995 - June 1996
Skills
Financial Modeling, Valuation, Capital Markets, Investment Banking, Investments, Mergers & Acquisitions, Equities, Finance, Credit Risk, Strategy, Financial Services, Credit, Asset Management, Securities
Education
The University of Chicago 1997 — 1999
MS, Computer Science
Lehigh University 1991 — 1995
BS, Business
Amy Magnotta's SEI Experience June 2000 - May 2001
Job Senior Investment Manager at Brinker Capital
Industry Investment Management
Experience
Brinker Capital October 2006 - Present
Franklin Park Associates July 2004 - October 2006
BlackRock June 2001 - July 2004
SEI June 2000 - May 2001
Education
Lehigh University 1996 — 2000
BS, Finance
Brinker Capital October 2006 - Present
Franklin Park Associates July 2004 - October 2006
BlackRock June 2001 - July 2004
SEI June 2000 - May 2001
Education
Lehigh University 1996 — 2000
BS, Finance
Frank Sidoti's SEI Experience 2004 - 2005
Job Relationship Executive at BNY Mellon
Industry Financial Services
Experience
BNY Mellon August 2013 - Present
BNY Mellon January 2011 - August 2013
Fidelity Investments May 2007 - January 2010
Lutheran Social Services New England February 2009 - 2010
Investors Bank & Trust February 2005 - May 2007
SEI 2004 - 2005
State Street January 1988 - June 2003
Skills
Risk Management, Mutual Funds, Finance, Private Equity, Accounting, Hedge Funds, Forecasting, Investments, CRM, Alternative Investments, Financial Services
Education
Long Island University 1900 — 1900
BA
BNY Mellon August 2013 - Present
BNY Mellon January 2011 - August 2013
Fidelity Investments May 2007 - January 2010
Lutheran Social Services New England February 2009 - 2010
Investors Bank & Trust February 2005 - May 2007
SEI 2004 - 2005
State Street January 1988 - June 2003
Skills
Risk Management, Mutual Funds, Finance, Private Equity, Accounting, Hedge Funds, Forecasting, Investments, CRM, Alternative Investments, Financial Services
Education
Long Island University 1900 — 1900
BA
Renee Archie's SEI Experience January 2008 - Present
Job Asset Liability Analyst at SEI
Industry Financial Services
Experience
SEI January 2008 - Present
PwC Consulting June 2003 - December 2007
Skills
Actuarial Science, Microsoft Excel, ProVal, Microsoft Office, PowerPoint, Mathematics, Defined Benefit, Taft-Hartley, Pensions
Education
Temple University 2001 — 2003
Master of Science, Actuarial Science
LIU Post 1997 — 2001
BS, Mathematics
SEI January 2008 - Present
PwC Consulting June 2003 - December 2007
Skills
Actuarial Science, Microsoft Excel, ProVal, Microsoft Office, PowerPoint, Mathematics, Defined Benefit, Taft-Hartley, Pensions
Education
Temple University 2001 — 2003
Master of Science, Actuarial Science
LIU Post 1997 — 2001
BS, Mathematics
Stephen Waltrich's SEI Experience September 2013 - August 2015
Job Senior Vice President of Investment Operations
Industry Financial Services
Experience
Mill Creek Capital Advisors, LLC August 2015 - Present
SEI September 2013 - August 2015
Turner Investment Partners January 2010 - September 2013
Turner Investment Partners May 2001 - December 2009
Turner Investment Partners May 1999 - May 2001
The Vanguard Group November 1997 - March 1999
Skills
Equities, Bloomberg, Investments, Securities, Hedge Funds, Series 7, Mutual Funds, Alternative Investments, Financial Services, Investment Management, Investment Strategies, Settlement, Account Reconciliation, Middle Office, Back Office, Corporate Actions, Emerging Markets, Finance, Bloomberg Terminal, Prime Brokerage, Bonds, Fund Of Funds, Trading
Education
La Salle University - School of Business Administration 1998 — 2001
MBA, Finance
Penn State University 1993 — 1997
BS, Business Logistics
Mill Creek Capital Advisors, LLC August 2015 - Present
SEI September 2013 - August 2015
Turner Investment Partners January 2010 - September 2013
Turner Investment Partners May 2001 - December 2009
Turner Investment Partners May 1999 - May 2001
The Vanguard Group November 1997 - March 1999
Skills
Equities, Bloomberg, Investments, Securities, Hedge Funds, Series 7, Mutual Funds, Alternative Investments, Financial Services, Investment Management, Investment Strategies, Settlement, Account Reconciliation, Middle Office, Back Office, Corporate Actions, Emerging Markets, Finance, Bloomberg Terminal, Prime Brokerage, Bonds, Fund Of Funds, Trading
Education
La Salle University - School of Business Administration 1998 — 2001
MBA, Finance
Penn State University 1993 — 1997
BS, Business Logistics
Derek Zeller's SEI Experience April 2011 - Present
Job Asset Management Solutions and Marketing
Industry Financial Services
Experience
SEI April 2011 - Present
SEI April 2009 - March 2011
SEI September 2004 - March 2009
SEI August 1994 - August 2004
Skills
Wealth Management, Asset Management, Product Development, Product Management, Strategic Planning, Asset Managment, Investments, Financial Services, Mutual Funds
Education
Lehigh University - College of Business and Economics 1990 — 1994
BS
SEI April 2011 - Present
SEI April 2009 - March 2011
SEI September 2004 - March 2009
SEI August 1994 - August 2004
Skills
Wealth Management, Asset Management, Product Development, Product Management, Strategic Planning, Asset Managment, Investments, Financial Services, Mutual Funds
Education
Lehigh University - College of Business and Economics 1990 — 1994
BS
Janine Tkach's SEI Experience 2012 - 2013
Job Manager of Self Service, Business Services at Comcast
Industry Telecommunications
Experience
Comcast October 2013 - Present
SEI 2012 - 2013
SEI 2011 - 2013
SEI 2010 - 2011
SEI 2007 - 2009
SEI 2007 - 2009
SEI 2006 - 2007
Skills
Requirements Analysis, Requirements Management, Functional Requirements, Software Documentation, User Acceptance Testing, Business Requirements, Analysis, Strategy, Business Analysis, Process Improvement, SDLC, Management, Marketing
Education
Lafayette College
BA, English and History
Comcast October 2013 - Present
SEI 2012 - 2013
SEI 2011 - 2013
SEI 2010 - 2011
SEI 2007 - 2009
SEI 2007 - 2009
SEI 2006 - 2007
Skills
Requirements Analysis, Requirements Management, Functional Requirements, Software Documentation, User Acceptance Testing, Business Requirements, Analysis, Strategy, Business Analysis, Process Improvement, SDLC, Management, Marketing
Education
Lafayette College
BA, English and History
John Scarpato's SEI Experience January 2009 - March 2012
Job Associate Partner GBS, Interactive Experience & Mobility for Financial Services Apple Partnership at IBM
Industry Design
Experience
IBM September 2015 - Present
Electronic Ink January 2015 - August 2015
Electronic Ink April 2012 - August 2015
SEI January 2009 - March 2012
SEI January 2003 - December 2008
SEI January 2001 - December 2002
SEI January 1999 - December 2000
SEI January 1997 - December 1998
SEI June 1992 - December 1996
Skills
Product Management, Financial Services, Vendor Management, Product Development, Wealth Management, New Business Development, Strategy, Strategic Planning, Executive Management, Customer Experience, Leadership, Start-ups, Business Strategy, Investment Management, Business Development, Team Building, Strategic Partnerships, Investments, Business Planning, Design, Consulting, Operations, User Experience
Education
La Salle University - School of Business Administration
MBA, Finance
Temple University - Fox School of Business and Management
BS, Finance
IBM September 2015 - Present
Electronic Ink January 2015 - August 2015
Electronic Ink April 2012 - August 2015
SEI January 2009 - March 2012
SEI January 2003 - December 2008
SEI January 2001 - December 2002
SEI January 1999 - December 2000
SEI January 1997 - December 1998
SEI June 1992 - December 1996
Skills
Product Management, Financial Services, Vendor Management, Product Development, Wealth Management, New Business Development, Strategy, Strategic Planning, Executive Management, Customer Experience, Leadership, Start-ups, Business Strategy, Investment Management, Business Development, Team Building, Strategic Partnerships, Investments, Business Planning, Design, Consulting, Operations, User Experience
Education
La Salle University - School of Business Administration
MBA, Finance
Temple University - Fox School of Business and Management
BS, Finance
Nicole Gillespie, CPA's SEI Experience September 2013 - Present
Job Financial Reporting Specialist at SEI
Industry Accounting
Experience
SEI September 2013 - Present
SEI September 2011 - August 2013
SEI June 2009 - September 2011
Skills
•Use of Microsoft..., Fund Accounting, Account Reconciliation, Accounting, Financial Statements, Financial Accounting, Bloomberg, Mutual Funds
Education
Loyola University Maryland 2005 — 2009
BBA, Accounting
Newcastle University 2007 — 2007
Study Abroad
SEI September 2013 - Present
SEI September 2011 - August 2013
SEI June 2009 - September 2011
Skills
•Use of Microsoft..., Fund Accounting, Account Reconciliation, Accounting, Financial Statements, Financial Accounting, Bloomberg, Mutual Funds
Education
Loyola University Maryland 2005 — 2009
BBA, Accounting
Newcastle University 2007 — 2007
Study Abroad
Gina Panchella's SEI Experience June 1991 - May 1992
Job Director at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management September 1997 - Present
LTCB-MAS Investment Management, Inc. September 1996 - December 1997
SEI Investments 1992 - 1996
SEI June 1991 - May 1992
Skills
Smart Stream..., Fund Runner, Alternative Investments, Account Reconciliation, Equities, Hedge Funds, Investments, Mutual Funds, Portfolio Management, Fixed Income, Investment Management, Fund Accounting, Private Equity
Education
La Salle University - School of Business Administration 1987 — 1991
B.S., Accounting
Morgan Stanley Investment Management September 1997 - Present
LTCB-MAS Investment Management, Inc. September 1996 - December 1997
SEI Investments 1992 - 1996
SEI June 1991 - May 1992
Skills
Smart Stream..., Fund Runner, Alternative Investments, Account Reconciliation, Equities, Hedge Funds, Investments, Mutual Funds, Portfolio Management, Fixed Income, Investment Management, Fund Accounting, Private Equity
Education
La Salle University - School of Business Administration 1987 — 1991
B.S., Accounting
Julia Sorkin, CFP®'s SEI Experience January 2015 - June 2015
Job Client Advisor at Boston Private Wealth LLC
Industry Financial Services
Experience
Boston Private Wealth LLC June 2015 - Present
SEI January 2015 - June 2015
SEI January 2013 - December 2014
SEI Investments September 2009 - December 2012
Cintas June 2008 - August 2008
Education
Villanova University School of Business 2010 — 2013
MBA
Lafayette College 2005 — 2009
BA, Business & Psychology
Temple University Rome 2008 — 2008
Boston Private Wealth LLC June 2015 - Present
SEI January 2015 - June 2015
SEI January 2013 - December 2014
SEI Investments September 2009 - December 2012
Cintas June 2008 - August 2008
Education
Villanova University School of Business 2010 — 2013
MBA
Lafayette College 2005 — 2009
BA, Business & Psychology
Temple University Rome 2008 — 2008
Renee (Roland) Reed's SEI Experience July 2008 - February 2010
Job R&D Finance Manager at GlaxoSmithKline
Industry Pharmaceuticals
Experience
GSK June 2014 - Present
GlaxoSmithKline February 2013 - June 2014
Financial Research Associates April 2011 - February 2013
PMA Companies February 2010 - April 2011
SEI July 2008 - February 2010
Skills
Financial Reporting, Accounting, Insurance, Financial Modeling, Valuation, Strategic Financial..., Microsoft Excel, Alternative Investments, Financial Statement..., Corporate Finance, Financial Analysis, Variance Analysis, Forensic Accounting, Financial Forecasting, Business Valuation, Financial Accounting, Finance, Research, Oracle E-Business Suite, Hyperion Planning, Hyperion Enterprise
Education
La Salle University 2009 — 2011
MBA, 4.0
La Salle University 2004 — 2008
B.S. Business Administration, Finance, 3.93
GSK June 2014 - Present
GlaxoSmithKline February 2013 - June 2014
Financial Research Associates April 2011 - February 2013
PMA Companies February 2010 - April 2011
SEI July 2008 - February 2010
Skills
Financial Reporting, Accounting, Insurance, Financial Modeling, Valuation, Strategic Financial..., Microsoft Excel, Alternative Investments, Financial Statement..., Corporate Finance, Financial Analysis, Variance Analysis, Forensic Accounting, Financial Forecasting, Business Valuation, Financial Accounting, Finance, Research, Oracle E-Business Suite, Hyperion Planning, Hyperion Enterprise
Education
La Salle University 2009 — 2011
MBA, 4.0
La Salle University 2004 — 2008
B.S. Business Administration, Finance, 3.93
Robert Fagnani's SEI Experience June 2008 - August 2008
Job Consultant at The Boston Consulting Group
Industry Management Consulting
Experience
The Boston Consulting Group September 2015 - Present
Morgan Stanley June 2009 - July 2013
SEI June 2008 - August 2008
KPMG LLP May 2006 - July 2006
Education
University of California, Los Angeles - The Anderson School of Management 2013 — 2015
Master of Business Administration (MBA)
Lehigh University - College of Business and Economics 2005 — 2009
Bachelors of Science in Business and Economics, Finance and Accounting
St. Joseph's Prep 2001 — 2005
The Boston Consulting Group September 2015 - Present
Morgan Stanley June 2009 - July 2013
SEI June 2008 - August 2008
KPMG LLP May 2006 - July 2006
Education
University of California, Los Angeles - The Anderson School of Management 2013 — 2015
Master of Business Administration (MBA)
Lehigh University - College of Business and Economics 2005 — 2009
Bachelors of Science in Business and Economics, Finance and Accounting
St. Joseph's Prep 2001 — 2005
Adrienne Panos's SEI Experience August 2005 - April 2010
Job Vice President at Goldman Sachs Asset Management
Industry Financial Services
Experience
Goldman Sachs June 2011 - Present
Capco April 2010 - May 2011
SEI August 2005 - April 2010
Skills
Business Analysis, Financial Services, Project Management, Asset Managment, Process Improvement, Management Consulting
Education
Lehigh University 2001 — 2005
BS, Industrial Engineering
Goldman Sachs June 2011 - Present
Capco April 2010 - May 2011
SEI August 2005 - April 2010
Skills
Business Analysis, Financial Services, Project Management, Asset Managment, Process Improvement, Management Consulting
Education
Lehigh University 2001 — 2005
BS, Industrial Engineering
Jennifer (Bednar) Perkins's SEI Experience February 2012 - Present
Job Financial Reporting Specialist at SEI
Industry Financial Services
Experience
SEI February 2012 - Present
SEI Investments January 2007 - February 2012
SEI Investments November 2005 - January 2007
Skills
Fund Accounting, Alternative Investments, Fund Of Funds, Financial Reporting, Private Equity, Accounting, Tax Preparation, Financial Analysis
Education
Lebanon Valley College 2000 — 2004
B.S., Accounting and Business Administration
SEI February 2012 - Present
SEI Investments January 2007 - February 2012
SEI Investments November 2005 - January 2007
Skills
Fund Accounting, Alternative Investments, Fund Of Funds, Financial Reporting, Private Equity, Accounting, Tax Preparation, Financial Analysis
Education
Lebanon Valley College 2000 — 2004
B.S., Accounting and Business Administration
Gregory Stahl's SEI Experience June 1996 - December 1999
Job Chief Investment Officer at Dock Street Capital
Industry Investment Management
Experience
Dock Street Capital May 2009 - Present
SEI Investments January 2004 - May 2009
SEI Investments December 1999 - December 2003
SEI June 1996 - December 1999
SEI April 1994 - June 1996
SEI June 1992 - March 1994
Skills
Asset Allocation, Investments, Alternative Investments, Equities, Hedge Funds
Education
Lehigh University 1988 — 1992
BS, Finance
Dock Street Capital May 2009 - Present
SEI Investments January 2004 - May 2009
SEI Investments December 1999 - December 2003
SEI June 1996 - December 1999
SEI April 1994 - June 1996
SEI June 1992 - March 1994
Skills
Asset Allocation, Investments, Alternative Investments, Equities, Hedge Funds
Education
Lehigh University 1988 — 1992
BS, Finance
Russell Maynard's SEI Experience April 2014 - Present
Job Student at Lehigh University
Industry Higher Education
Experience
SEI April 2014 - Present
Lehigh University August 2009 - May 2013
Education
Lehigh University 2009 — 2013
Bachelor of Science (B.S.), Accounting and Finance
SEI April 2014 - Present
Lehigh University August 2009 - May 2013
Education
Lehigh University 2009 — 2013
Bachelor of Science (B.S.), Accounting and Finance
JooHyung Steve Lee's SEI Experience February 2013 - July 2014
Job Senior Fund Accountant at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management July 2014 - Present
SEI February 2013 - July 2014
HYUNDAI ROTEM September 2011 - November 2012
Lehigh University January 2010 - May 2011
Skills
Mutual Funds, Bloomberg, Cash Management, Swaps, Financial Futures, Financial Reporting, Cash Flow Forecasting, Financial Analysis, Procurement, Forecasting, SAP, Project Management, Contract Negotiation, Inventory Management, Supply Chain Management, Negotiation, Process Improvement, Purchasing, NAV, Client Relations, Microsoft Office, Employee Training, Financial Services, Bonds, Pricing Analysis
Education
Lehigh University 2007 — 2011
B.S., Finance
연세대학교 2009 — 2010
Economics
BNY Mellon Wealth Management July 2014 - Present
SEI February 2013 - July 2014
HYUNDAI ROTEM September 2011 - November 2012
Lehigh University January 2010 - May 2011
Skills
Mutual Funds, Bloomberg, Cash Management, Swaps, Financial Futures, Financial Reporting, Cash Flow Forecasting, Financial Analysis, Procurement, Forecasting, SAP, Project Management, Contract Negotiation, Inventory Management, Supply Chain Management, Negotiation, Process Improvement, Purchasing, NAV, Client Relations, Microsoft Office, Employee Training, Financial Services, Bonds, Pricing Analysis
Education
Lehigh University 2007 — 2011
B.S., Finance
연세대학교 2009 — 2010
Economics
Thomas Mehrer's SEI Experience October 2011 - March 2012
Job Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan March 2012 - Present
SEI October 2011 - March 2012
Skills
Investments, Financial Analysis, Mutual Funds, Strategic Financial..., Banking, Equities, Portfolio Management, Credit, Wealth Management, Insurance, Risk Management, Security Clearance, DTC
Education
La Salle University 2007 — 2011
Bachelor of Science (B.S.), Finance and Risk Management
St. Joseph's Prep 2003 — 2007
High School Diploma
J.P. Morgan March 2012 - Present
SEI October 2011 - March 2012
Skills
Investments, Financial Analysis, Mutual Funds, Strategic Financial..., Banking, Equities, Portfolio Management, Credit, Wealth Management, Insurance, Risk Management, Security Clearance, DTC
Education
La Salle University 2007 — 2011
Bachelor of Science (B.S.), Finance and Risk Management
St. Joseph's Prep 2003 — 2007
High School Diploma
Matthew Keehn's SEI Experience June 2015 - July 2015
Job 2L Law Student, W&M Law School
Industry Law Practice
Experience
SEI June 2015 - July 2015
Thorogood Associates July 2012 - June 2014
SEI Investments December 2011 - January 2012
SEI Investments June 2011 - August 2011
Skills
MDX, Performance Point, PowerPivot, QlikView, Business Intelligence, SQL, SSRS, SQL Server Management..., Microsoft Excel, Prezi, Dimensional Modeling, Data Modeling, Data Warehousing, Business Intelligence..., OLAP, PowerPoint, Microsoft Word, Research, Social Media, Analysis, Data Analysis
Education
The College of William and Mary - Marshall Wythe Law School 2014 — 2017
Juris Doctor (J.D.), 1L
Lafayette College 2008 — 2012
BA, Engineering
SEI June 2015 - July 2015
Thorogood Associates July 2012 - June 2014
SEI Investments December 2011 - January 2012
SEI Investments June 2011 - August 2011
Skills
MDX, Performance Point, PowerPivot, QlikView, Business Intelligence, SQL, SSRS, SQL Server Management..., Microsoft Excel, Prezi, Dimensional Modeling, Data Modeling, Data Warehousing, Business Intelligence..., OLAP, PowerPoint, Microsoft Word, Research, Social Media, Analysis, Data Analysis
Education
The College of William and Mary - Marshall Wythe Law School 2014 — 2017
Juris Doctor (J.D.), 1L
Lafayette College 2008 — 2012
BA, Engineering
James Kwiatkowski's SEI Experience April 2012 - Present
Job at
Industry Financial Services
Experience
SEI April 2012 - Present
BNY Mellon July 2010 - April 2012
PNC Global Investment Servicing July 2006 - July 2010
Kelmar Associates November 2003 - November 2004
Skills
Financial Analysis, Financial Reporting, Accounting, Banking, Mutual Funds, Internal Controls, Auditing, Bloomberg, Account Reconciliation, Risk Management, Financial Modeling, Equities, Hedge Funds, Fixed Income, Financial Services, Securities, Derivatives, Financial Accounting, Finance, Financial Risk
Education
Wilmington University 2002 — 2004
Master of Business Administration (M.B.A.), Business Administration and Management, General
Loyola University Maryland 1990 — 1994
Bachelor of Arts (B.A.), History
SEI April 2012 - Present
BNY Mellon July 2010 - April 2012
PNC Global Investment Servicing July 2006 - July 2010
Kelmar Associates November 2003 - November 2004
Skills
Financial Analysis, Financial Reporting, Accounting, Banking, Mutual Funds, Internal Controls, Auditing, Bloomberg, Account Reconciliation, Risk Management, Financial Modeling, Equities, Hedge Funds, Fixed Income, Financial Services, Securities, Derivatives, Financial Accounting, Finance, Financial Risk
Education
Wilmington University 2002 — 2004
Master of Business Administration (M.B.A.), Business Administration and Management, General
Loyola University Maryland 1990 — 1994
Bachelor of Arts (B.A.), History
Kelly Sweeney's SEI Experience 1991 - 2001
Job Independent Marketing and Advertising Professional
Industry Marketing and Advertising
Experience
MD Events February 2014 - Present
CareerSpots 2011 - 2012
SEI 1991 - 2001
Skills
Marketing Strategy, Email Marketing, Strategic Planning, Sales, Marketing Communications, Advertising, Social Media Marketing, Brand Management, Marketing, New Business Development, Sales Management, Market Research, Business Development, Direct Marketing, Start-ups, Product Management, Integrated Marketing, Social Media, Customer Service, Event Planning
Education
Lehigh University 1987 — 1991
BS, Marketing & Finance
Garnet Valley
MD Events February 2014 - Present
CareerSpots 2011 - 2012
SEI 1991 - 2001
Skills
Marketing Strategy, Email Marketing, Strategic Planning, Sales, Marketing Communications, Advertising, Social Media Marketing, Brand Management, Marketing, New Business Development, Sales Management, Market Research, Business Development, Direct Marketing, Start-ups, Product Management, Integrated Marketing, Social Media, Customer Service, Event Planning
Education
Lehigh University 1987 — 1991
BS, Marketing & Finance
Garnet Valley
Steven Barrios's SEI Experience July 2012 - January 2014
Job Senior Accountant at BBD, LLP
Industry Financial Services
Kamiel Corbin's SEI Experience 2011 - 2012
Job Legal Services Manager at SEI Investments
Industry Financial Services
Experience
SEI Investments October 2006 - Present
SEI 2011 - 2012
SEI 2011 - 2012
Skills
Mutual Funds, Financial Services, Asset Management, Investments, Securities, Banking, Microsoft Excel, Data Analysis, Customer Service, Microsoft Word, Leadership, Corporate Actions
Education
Lincoln University 2001 — 2005
Bachelor's degree, Political Science and Government
SEI Investments October 2006 - Present
SEI 2011 - 2012
SEI 2011 - 2012
Skills
Mutual Funds, Financial Services, Asset Management, Investments, Securities, Banking, Microsoft Excel, Data Analysis, Customer Service, Microsoft Word, Leadership, Corporate Actions
Education
Lincoln University 2001 — 2005
Bachelor's degree, Political Science and Government
Trish Christian's SEI Experience August 2013 - Present
Job Sr. Business Analyst
Industry Financial Services
Experience
SEI August 2013 - Present
SunGard Financial Systems July 2010 - August 2013
SunGard Financial Systems February 2002 - June 2010
SunGard Financial Systems April 1998 - January 2002
Skills
Business Systems..., Quality Assurance, Customer Service, Database Design, Requirements Analysis, Integration, Testing, Test Planning, Regression Testing, Management, Requirements Gathering, Data Analysis, Agile Methodologies, Software Project..., Process Improvement, Software Documentation, User Acceptance Testing, Analysis, SQL, Project Management, Business Analysis, SDLC, Software Quality..., Agile Project Management, Scrum
Education
Temple University 1996 — 1999
Master of Business Administration (MBA), Business Administration and Management, General
La Salle University
Bachelor of Science (BS), Business Administration and Management, General
SEI August 2013 - Present
SunGard Financial Systems July 2010 - August 2013
SunGard Financial Systems February 2002 - June 2010
SunGard Financial Systems April 1998 - January 2002
Skills
Business Systems..., Quality Assurance, Customer Service, Database Design, Requirements Analysis, Integration, Testing, Test Planning, Regression Testing, Management, Requirements Gathering, Data Analysis, Agile Methodologies, Software Project..., Process Improvement, Software Documentation, User Acceptance Testing, Analysis, SQL, Project Management, Business Analysis, SDLC, Software Quality..., Agile Project Management, Scrum
Education
Temple University 1996 — 1999
Master of Business Administration (MBA), Business Administration and Management, General
La Salle University
Bachelor of Science (BS), Business Administration and Management, General
Eric Andruczyk's SEI Experience June 2005 - March 2006
Job Vice President at BlackRock
Industry Financial Services
Experience
BlackRock August 2014 - Present
BlackRock January 2011 - August 2014
BlackRock April 2006 - December 2010
SEI June 2005 - March 2006
SEI October 2003 - June 2005
Polonia Bank August 2000 - August 2002
Skills
Derivatives, Portfolio Management, Bonds, Bloomberg, Mutual Funds, Financial Reporting, Fund Accounting, Mergers & Acquisitions, Finance, Sales, New Business Development, Trading, Auditing, Account Reconciliation, Securities, Management, Options, Equities, Payroll, Marketing, Hedge Funds, Analysis, Accounting, Fixed Income, Alternative Investments, Investments, Valuation, Asset Management, ETFs
Education
La Salle University
Master's degree, Business Administration
La Salle University
Bachelor of Science (BS), Finance, Cum Laude
La Salle College High School
BlackRock August 2014 - Present
BlackRock January 2011 - August 2014
BlackRock April 2006 - December 2010
SEI June 2005 - March 2006
SEI October 2003 - June 2005
Polonia Bank August 2000 - August 2002
Skills
Derivatives, Portfolio Management, Bonds, Bloomberg, Mutual Funds, Financial Reporting, Fund Accounting, Mergers & Acquisitions, Finance, Sales, New Business Development, Trading, Auditing, Account Reconciliation, Securities, Management, Options, Equities, Payroll, Marketing, Hedge Funds, Analysis, Accounting, Fixed Income, Alternative Investments, Investments, Valuation, Asset Management, ETFs
Education
La Salle University
Master's degree, Business Administration
La Salle University
Bachelor of Science (BS), Finance, Cum Laude
La Salle College High School
Mike Kobol's SEI Experience January 2001 - Present
Job Finance Director at SEI
Industry Financial Services
Experience
SEI January 2001 - Present
Skills
Corporate Finance, Financial Analysis, Strategic Financial..., IT Financial Management, Budget Process, Financial Systems
Education
La Salle University 1984 — 1989
Master of Business Administration (MBA)
La Salle University 1979 — 1983
Bachelor of Science (BS), Accounting
SEI January 2001 - Present
Skills
Corporate Finance, Financial Analysis, Strategic Financial..., IT Financial Management, Budget Process, Financial Systems
Education
La Salle University 1984 — 1989
Master of Business Administration (MBA)
La Salle University 1979 — 1983
Bachelor of Science (BS), Accounting
Tony Cieri's SEI Experience April 2012 - Present
Job Senior Systems Engineer at SEI
Industry Financial Services
Experience
SEI April 2012 - Present
SEI April 2004 - April 2012
Skills
Networking, Project Management, Microsoft Office, z/OS Systems Programming, z/OS Communications..., Connect Direct, Disaster Recovery, Visio, Vendor Management, z/OS Cryptographic..., z/OS Networking..., Cisco IOS, Cisco Nexus, z/OS UNIX System..., z/OS TN3270 Server, z/OS Communications..., IBM Tivoli Netview and..., z/OS FTP, SFTP and SSH, IBM SMP/E, CBPDO,..., William Data System Zen..., Enterprise Extender
Education
La Salle University
Bachelor's Degree, Mathematics and Computer Science
SEI April 2012 - Present
SEI April 2004 - April 2012
Skills
Networking, Project Management, Microsoft Office, z/OS Systems Programming, z/OS Communications..., Connect Direct, Disaster Recovery, Visio, Vendor Management, z/OS Cryptographic..., z/OS Networking..., Cisco IOS, Cisco Nexus, z/OS UNIX System..., z/OS TN3270 Server, z/OS Communications..., IBM Tivoli Netview and..., z/OS FTP, SFTP and SSH, IBM SMP/E, CBPDO,..., William Data System Zen..., Enterprise Extender
Education
La Salle University
Bachelor's Degree, Mathematics and Computer Science
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.