SEI Company
Industry: Financial services company
DescriptionSEI Investments Company, formerly Simulated Environments Inc, is a financial services company headquartered in Oaks, Pennsylvania, United States. The company describes itself as "a global provider of investment processing, investment management, and investment operations solutions". Headquarters: Oaks, PA CEO: Alfred P. West, Jr. (1968–) Founder: Alfred P. West, Jr. Founded: 1968 Subsidiaries: SEI Investments Inc, LSV ASSET MANAGEMENT,
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2,206 SEI employees in database. Find out everything there's to know about SEI employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
SEI Employees
Employee
Years
Job
Industry
Sheri Hodnefield Sheri Hodnefield's SEI Experience August 2000 - May 2001
Job Production Management Specialist Accenture
Industry Computer Software
Experience
Navitaire/Accenture 2001 - Present
Accenture 2001 - Present
SEI August 2000 - May 2001
Mathisons June 1996 - August 2000
The Forum July 1997 - July 1998
The Forum 1992 - 1997
Skills
Disaster Recovery, Process Improvement, Business Analysis, Integration, Project Management, Data Center, IT Operations, User Acceptance Testing
Education
Minnesota State University, Moorhead 1992 — 1996
BS, Graphic Communications
Navitaire/Accenture 2001 - Present
Accenture 2001 - Present
SEI August 2000 - May 2001
Mathisons June 1996 - August 2000
The Forum July 1997 - July 1998
The Forum 1992 - 1997
Skills
Disaster Recovery, Process Improvement, Business Analysis, Integration, Project Management, Data Center, IT Operations, User Acceptance Testing
Education
Minnesota State University, Moorhead 1992 — 1996
BS, Graphic Communications
Steve Salski Steve Salski's SEI Experience September 1989 - July 1993
Job Teacher at Lincolnwood School District
Industry Education Management
Experience
Lincolnwood School District August 1998 - Present
Community Consolidated School District 59 August 1993 - June 1998
SEI September 1989 - July 1993
Skills
Educational Technology, Educational Leadership, Curriculum Development, Classroom Management, Curriculum Design, Technology Integration, Instructional Technology, Classroom, K-12, Literacy, Staff Development, Teaching, Teacher Training, Differentiated..., Lesson Planning, Public Speaking, Tutoring, Elementary Education, Instructional Design
Education
Roosevelt University 1991 — 1993
MA, Elementary Education
Michigan State University 1985 — 1989
BA, Finance
Palatine High School 1982 — 1985
Lincolnwood School District August 1998 - Present
Community Consolidated School District 59 August 1993 - June 1998
SEI September 1989 - July 1993
Skills
Educational Technology, Educational Leadership, Curriculum Development, Classroom Management, Curriculum Design, Technology Integration, Instructional Technology, Classroom, K-12, Literacy, Staff Development, Teaching, Teacher Training, Differentiated..., Lesson Planning, Public Speaking, Tutoring, Elementary Education, Instructional Design
Education
Roosevelt University 1991 — 1993
MA, Elementary Education
Michigan State University 1985 — 1989
BA, Finance
Palatine High School 1982 — 1985
Lee Lichlyter Lee Lichlyter's SEI Experience 2005 - 2006
Job CEO at Geometri, LLC
Industry Computer Software
Experience
Geometri, LLC July 2015 - Present
Focus Software, LLC June 2014 - Present
Geographic Information Services, Inc. September 2014 - July 2015
Geographic Information Services, Inc. June 2006 - September 2014
SEI 2005 - 2006
Butler Manufacturing December 1999 - May 2005
Arthur D. Little January 1998 - December 1999
Chrysler 1992 - 1998
Skills
Database Design, Professional Services, Business Intelligence, Software Development, GIS, Business Analysis, Databases, Geomatics, Integration, Analysis, Requirements Analysis, Strategic Planning, Enterprise Software, Data Analysis, SQL, Leadership, Software Project..., Agile Methodologies, Data Warehousing, Enterprise Architecture
Education
University of Michigan - Stephen M. Ross School of Business 1995 — 1998
MBA, Corporate Strategy
Oakland University 1983 — 1987
BS, Computer Science
Geometri, LLC July 2015 - Present
Focus Software, LLC June 2014 - Present
Geographic Information Services, Inc. September 2014 - July 2015
Geographic Information Services, Inc. June 2006 - September 2014
SEI 2005 - 2006
Butler Manufacturing December 1999 - May 2005
Arthur D. Little January 1998 - December 1999
Chrysler 1992 - 1998
Skills
Database Design, Professional Services, Business Intelligence, Software Development, GIS, Business Analysis, Databases, Geomatics, Integration, Analysis, Requirements Analysis, Strategic Planning, Enterprise Software, Data Analysis, SQL, Leadership, Software Project..., Agile Methodologies, Data Warehousing, Enterprise Architecture
Education
University of Michigan - Stephen M. Ross School of Business 1995 — 1998
MBA, Corporate Strategy
Oakland University 1983 — 1987
BS, Computer Science
Marie Sowers Marie Sowers's SEI Experience November 1996 - February 1997
Job Central Technical Support at Career Connections, Inc.
Industry Staffing and Recruiting
Experience
Career Connections, Inc. February 2011 - Present
Slayden Construction November 1997 - August 2004
SEI November 1996 - February 1997
Skills
Construction Management, Technical Support, Materials Testing, Apprentice carpenter, Property Maintenance, landscape technician, Topographic Surveys, Construction Engineering, Technical Writing, Technical Editing, Construction Safety, Construction Drawings, AutoCAD, Customer Support, Quantity Surveying, Subcontractor..., Contract Management, Aircraft Maintenance, Remote Access, Laptops, Printers, Help Desk Support, Desktop Computers, Windows Vista, Windows XP, Software Installation, Computer Repair, Windows 7, Computer Hardware, Public Speaking, Software Documentation, Customer Service, Outlook, Leadership, Team Leadership, Training, Microsoft Office, Management, Troubleshooting, Strategic Planning, Microsoft Excel, Windows, Customer Satisfaction, Research
Education
Oregon Institute of Technology 1990 — 1995
Bachelor of Engineering (B.E.), Civil Engineering Technology/Technician
Oregon Institute of Technology 1990 — 1994
Associate's Degree, Civil Engineering Technology/Technician
Career Connections, Inc. February 2011 - Present
Slayden Construction November 1997 - August 2004
SEI November 1996 - February 1997
Skills
Construction Management, Technical Support, Materials Testing, Apprentice carpenter, Property Maintenance, landscape technician, Topographic Surveys, Construction Engineering, Technical Writing, Technical Editing, Construction Safety, Construction Drawings, AutoCAD, Customer Support, Quantity Surveying, Subcontractor..., Contract Management, Aircraft Maintenance, Remote Access, Laptops, Printers, Help Desk Support, Desktop Computers, Windows Vista, Windows XP, Software Installation, Computer Repair, Windows 7, Computer Hardware, Public Speaking, Software Documentation, Customer Service, Outlook, Leadership, Team Leadership, Training, Microsoft Office, Management, Troubleshooting, Strategic Planning, Microsoft Excel, Windows, Customer Satisfaction, Research
Education
Oregon Institute of Technology 1990 — 1995
Bachelor of Engineering (B.E.), Civil Engineering Technology/Technician
Oregon Institute of Technology 1990 — 1994
Associate's Degree, Civil Engineering Technology/Technician
Andrew Dilks Andrew Dilks's SEI Experience April 2013 - Present
Job Asset Data Services Specialist at SEI
Industry Financial Services
Experience
SEI April 2013 - Present
SEI May 2011 - April 2013
SEI November 2008 - May 2011
Target 2005 - November 2008
Skills
Fixed Income, Equities, Mutual Funds, Asset Management, Bloomberg, Financial Services, Securities, Investments, Wealth Management, Bloomberg Terminal, Asset, Bonds, Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Training, Relationship Management, Quality Assurance, Procedure Development, Investment Banking, Back Office, Microsoft Word
Education
Saint Joseph's University 2015 — 2017
Master of Business Administration (M.B.A.), Finance, General
Albright College 2011 — 2013
Bachelor of Business Administration (BBA), Business Administration and Management, General, 3.979
Montgomery County Community College 2002 — 2004
Associate's degree, Business Administration and Management, General
SEI April 2013 - Present
SEI May 2011 - April 2013
SEI November 2008 - May 2011
Target 2005 - November 2008
Skills
Fixed Income, Equities, Mutual Funds, Asset Management, Bloomberg, Financial Services, Securities, Investments, Wealth Management, Bloomberg Terminal, Asset, Bonds, Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Training, Relationship Management, Quality Assurance, Procedure Development, Investment Banking, Back Office, Microsoft Word
Education
Saint Joseph's University 2015 — 2017
Master of Business Administration (M.B.A.), Finance, General
Albright College 2011 — 2013
Bachelor of Business Administration (BBA), Business Administration and Management, General, 3.979
Montgomery County Community College 2002 — 2004
Associate's degree, Business Administration and Management, General
Ed Millington Ed Millington's SEI Experience January 2015 - Present
Job Regional Director, Michigan and Indiana at SEI
Industry Financial Services
Experience
SEI January 2015 - Present
SunAmerica Retirement Markets September 2013 - August 2014
MetLife Investors October 2003 - September 2013
Transamerica 2000 - 2003
Education
Olivet College 1992 — 1996
Bachelor's degree, Business Administration and Management, General
SEI January 2015 - Present
SunAmerica Retirement Markets September 2013 - August 2014
MetLife Investors October 2003 - September 2013
Transamerica 2000 - 2003
Education
Olivet College 1992 — 1996
Bachelor's degree, Business Administration and Management, General
Kim Haugen Kim Haugen's SEI Experience January 2006 - April 2011
Job Operations Specialist at Razor Consulting Solutions
Industry Information Technology and Services
Experience
Razor Consulting Solutions January 2015 - Present
APAC October 2014 - January 2015
APAC Customer Services April 2012 - October 2014
APAC April 2011 - April 2012
SEI January 2006 - April 2011
St. Lawrence School August 2003 - June 2005
Skills
Solution Selling, Staff Development, CRM, Customer Satisfaction, Instructional Design, Coaching, Customer Service, Training, Account Management, Cloud Computing, Leadership, Sales Management
Education
Minnesota State University, Moorhead 1996 — 2000
Bachelor of Science (B.S.), Elementary Education and Teaching
Razor Consulting Solutions January 2015 - Present
APAC October 2014 - January 2015
APAC Customer Services April 2012 - October 2014
APAC April 2011 - April 2012
SEI January 2006 - April 2011
St. Lawrence School August 2003 - June 2005
Skills
Solution Selling, Staff Development, CRM, Customer Satisfaction, Instructional Design, Coaching, Customer Service, Training, Account Management, Cloud Computing, Leadership, Sales Management
Education
Minnesota State University, Moorhead 1996 — 2000
Bachelor of Science (B.S.), Elementary Education and Teaching
Marcia Ryles Marcia Ryles's SEI Experience January 1982 - June 1986
Job Owner at College Concierge
Industry Individual & Family Services
Experience
College Concierge February 2009 - Present
Wilshire Associates June 1986 - January 1990
SEI January 1982 - June 1986
Skills
Social Media, Event Planning, Microsoft Office, Microsoft Word, PowerPoint, Social Media Marketing, Editing, Microsoft Excel, Travel Planning, Communication Skills, Organization, Investments, Online Research, Public Speaking
Education
Northwestern University 1977 — 1981
Bachelor of Science (B.S.), Journalism
College Concierge February 2009 - Present
Wilshire Associates June 1986 - January 1990
SEI January 1982 - June 1986
Skills
Social Media, Event Planning, Microsoft Office, Microsoft Word, PowerPoint, Social Media Marketing, Editing, Microsoft Excel, Travel Planning, Communication Skills, Organization, Investments, Online Research, Public Speaking
Education
Northwestern University 1977 — 1981
Bachelor of Science (B.S.), Journalism
Gena Murtagh Gena Murtagh's SEI Experience March 2007 - Present
Job Operations Manager
Industry Civil Engineering
Experience
SEI March 2007 - Present
Skills
Construction Management, Construction
Education
MiraCosta College
Graphic Design
SEI March 2007 - Present
Skills
Construction Management, Construction
Education
MiraCosta College
Graphic Design
Marcus Smith Marcus Smith's SEI Experience 2009 - 2010
Job Sr. Merchandising Manager
Industry Sports
Experience
adidas May 2013 - Present
adidas May 2011 - Present
Peak Sports USA Inc. May 2010 - August 2010
Nike September 2005 - March 2010
SEI 2009 - 2010
2005 Nike Inc July 2002 - September 2004
2005-2006 Nike Inc July 2002 - August 2004
Black & Decker June 2000 - July 2001
Skills
Marketing, Retail, Merchandising, Product Development, Apparel, Cross-functional Team..., Forecasting, Leadership, Management, Marketing Management, Pricing, Product Marketing, Sales, Strategy, Sales Operations
Education
Bolingbrook 1992 — 1996
High School
Miami University 1996 — 2000
Richard T. Farmer School of Business, Bachelor of Science in Business Marketing
University of Oregon
adidas May 2013 - Present
adidas May 2011 - Present
Peak Sports USA Inc. May 2010 - August 2010
Nike September 2005 - March 2010
SEI 2009 - 2010
2005 Nike Inc July 2002 - September 2004
2005-2006 Nike Inc July 2002 - August 2004
Black & Decker June 2000 - July 2001
Skills
Marketing, Retail, Merchandising, Product Development, Apparel, Cross-functional Team..., Forecasting, Leadership, Management, Marketing Management, Pricing, Product Marketing, Sales, Strategy, Sales Operations
Education
Bolingbrook 1992 — 1996
High School
Miami University 1996 — 2000
Richard T. Farmer School of Business, Bachelor of Science in Business Marketing
University of Oregon
Ian MacWilliams Ian MacWilliams's SEI Experience August 2011 - Present
Job Operations Manager
Industry Financial Services
Experience
SEI August 2011 - Present
SEI October 2009 - August 2011
SEI September 2008 - October 2009
SEI October 2007 - September 2008
EFG Marketing Solutions October 2006 - October 2007
Skills
Advent Geneva, WSO, Markit, Portfolio Accounting, ClearPar, Markitwire, Hedge Funds, Hedge Accounting, Private Equity, Alternative Assets, Corporate Actions, Middle Office, Bonds, Account Reconciliation, Back Office, Alternative Investments, Fixed Income, Bloomberg Terminal, Portfolio Management
Education
Neumann College 2001 — 2006
International Business & Business Administration
SEI August 2011 - Present
SEI October 2009 - August 2011
SEI September 2008 - October 2009
SEI October 2007 - September 2008
EFG Marketing Solutions October 2006 - October 2007
Skills
Advent Geneva, WSO, Markit, Portfolio Accounting, ClearPar, Markitwire, Hedge Funds, Hedge Accounting, Private Equity, Alternative Assets, Corporate Actions, Middle Office, Bonds, Account Reconciliation, Back Office, Alternative Investments, Fixed Income, Bloomberg Terminal, Portfolio Management
Education
Neumann College 2001 — 2006
International Business & Business Administration
Drew Boslow's SEI Experience June 2010 - July 2010
Job Small Meetings Manager at Paragon Events
Industry Public Relations and Communications
Experience
Paragon Events, Inc. September 2014 - Present
Paragon Events, Inc. May 2014 - September 2014
Lynn University September 2009 - April 2014
SEI June 2010 - July 2010
Skills
Event Planning, Event Management, Facebook, Student Affairs, Social Media, Higher Education, Social Media Marketing, Student Development, Public Relations, Marketing Communications, Fundraising, Public Speaking, Social Networking, Residence Life, Raiser's Edge, Management, Budgets, Advertising, Microsoft Word, Spanish
Education
Lynn University 2007 — 2010
Bachelor of Science (BS), International Business, 3.95
Rollins College 2007 — 2008
Spanish River
Paragon Events, Inc. September 2014 - Present
Paragon Events, Inc. May 2014 - September 2014
Lynn University September 2009 - April 2014
SEI June 2010 - July 2010
Skills
Event Planning, Event Management, Facebook, Student Affairs, Social Media, Higher Education, Social Media Marketing, Student Development, Public Relations, Marketing Communications, Fundraising, Public Speaking, Social Networking, Residence Life, Raiser's Edge, Management, Budgets, Advertising, Microsoft Word, Spanish
Education
Lynn University 2007 — 2010
Bachelor of Science (BS), International Business, 3.95
Rollins College 2007 — 2008
Spanish River
Andrew Brick Andrew Brick's SEI Experience January 2013 - June 2015
Job Project Manager at MarketCounsel
Industry Financial Services
Experience
MarketCounsel June 2015 - Present
SEI January 2013 - June 2015
SEI Investments September 2011 - January 2013
SEI November 2009 - September 2011
Wells Fargo Financial May 2009 - November 2009
Education
Muhlenberg College 2005 — 2009
BA, Business Administration: Marketing and International Studies: Global Trade/International Business
MarketCounsel June 2015 - Present
SEI January 2013 - June 2015
SEI Investments September 2011 - January 2013
SEI November 2009 - September 2011
Wells Fargo Financial May 2009 - November 2009
Education
Muhlenberg College 2005 — 2009
BA, Business Administration: Marketing and International Studies: Global Trade/International Business
Erin Putsch Erin Putsch's SEI Experience July 2012 - Present
Job US New Business Development
Industry Financial Services
Experience
SEI July 2012 - Present
SEI June 2011 - July 2012
TE Connectivity August 2010 - December 2010
Penn State Strength Fitness August 2008 - May 2010
Skills
Financial Analysis, Financial Modeling, Investments, Social Media, PowerPoint, Microsoft Excel, Public Speaking, Strategic Planning, Microsoft Office, Event Planning, Finance, Microsoft Word, Analysis, Social Networking
Education
Pennsylvania State University, University Park 2007 — 2011
Bachelor of Science, Finance
Penn State University
SEI July 2012 - Present
SEI June 2011 - July 2012
TE Connectivity August 2010 - December 2010
Penn State Strength Fitness August 2008 - May 2010
Skills
Financial Analysis, Financial Modeling, Investments, Social Media, PowerPoint, Microsoft Excel, Public Speaking, Strategic Planning, Microsoft Office, Event Planning, Finance, Microsoft Word, Analysis, Social Networking
Education
Pennsylvania State University, University Park 2007 — 2011
Bachelor of Science, Finance
Penn State University
JOSH Harildstad JOSH Harildstad's SEI Experience September 2009 - July 2010
Job Territory Account Manager at Pioneer
Industry Farming
Experience
DuPont Pioneer September 2013 - Present
Crop Production Services October 2012 - October 2013
Winfield Solutions May 2012 - January 2013
Titan Machinery February 2012 - May 2012
BeMobile, Inc September 2011 - February 2012
Hunter Grain May 2011 - September 2011
Sprint Nextel July 2010 - May 2011
SEI September 2009 - July 2010
Skills
Commercial Chemical..., CDL Class A, Agronomy, Corn, Soybean, Negotiation, Sales, Salesforce.com, Sales Management, Microsoft Technologies, Agribusiness, JD Edwards, Training, Market Analysis, Agriculture, Agricultural Economics, Agricultural Marketing, Agricultural Research, Crop Protection, Farms, Sales Operations, Management
Education
North Dakota State University 2010 — 2012
Bachelor of Science (BS), Agricultural Economics, 3.4
DuPont Pioneer September 2013 - Present
Crop Production Services October 2012 - October 2013
Winfield Solutions May 2012 - January 2013
Titan Machinery February 2012 - May 2012
BeMobile, Inc September 2011 - February 2012
Hunter Grain May 2011 - September 2011
Sprint Nextel July 2010 - May 2011
SEI September 2009 - July 2010
Skills
Commercial Chemical..., CDL Class A, Agronomy, Corn, Soybean, Negotiation, Sales, Salesforce.com, Sales Management, Microsoft Technologies, Agribusiness, JD Edwards, Training, Market Analysis, Agriculture, Agricultural Economics, Agricultural Marketing, Agricultural Research, Crop Protection, Farms, Sales Operations, Management
Education
North Dakota State University 2010 — 2012
Bachelor of Science (BS), Agricultural Economics, 3.4
Chadd Williams Chadd Williams's SEI Experience November 2014 - Present
Job Accountant at SEI Investments
Industry Accounting
Experience
SEI November 2014 - Present
Sila Heating and Air Conditioning May 2014 - October 2014
G4S June 2013 - February 2014
PennDOT (Pennsylvania department of Transportation) May 2010 - August 2012
Skills
QuickBooks, MITC, Financial Calculations, Microsoft Office, Data Entry, Filing, Public Speaking, Government, Sales, Security, Public Policy, Data Analysis, Social Media, Politics, Constitutional Law, Nonprofits, History, Speech Writing, Legal Writing, Road Traffic, Criminal Law, Contract Law, Legal Research, Political Canvassing, Taking Inventory, Highway Maintenance, Flagging, Security Clearance, Patrol, General Administrative...
Education
Penn State University 2009 — 2013
Bachelor of Arts (BA), Political Science (Pre-Law), 3.68/4.0
Waynesburg Central High School 2005 — 2009
High School Diploma, 3.96/4.0
Montgomery County Community College
Accounting
SEI November 2014 - Present
Sila Heating and Air Conditioning May 2014 - October 2014
G4S June 2013 - February 2014
PennDOT (Pennsylvania department of Transportation) May 2010 - August 2012
Skills
QuickBooks, MITC, Financial Calculations, Microsoft Office, Data Entry, Filing, Public Speaking, Government, Sales, Security, Public Policy, Data Analysis, Social Media, Politics, Constitutional Law, Nonprofits, History, Speech Writing, Legal Writing, Road Traffic, Criminal Law, Contract Law, Legal Research, Political Canvassing, Taking Inventory, Highway Maintenance, Flagging, Security Clearance, Patrol, General Administrative...
Education
Penn State University 2009 — 2013
Bachelor of Arts (BA), Political Science (Pre-Law), 3.68/4.0
Waynesburg Central High School 2005 — 2009
High School Diploma, 3.96/4.0
Montgomery County Community College
Accounting
Sri Harsha Pasupuleti's SEI Experience March 2011 - Present
Job System Administrator in SEI Investments, Inc
Industry Computer Software
Experience
SEI March 2011 - Present
MVP Health Care May 2010 - March 2011
Wellmark BlueCross Blue Shield, IOWA August 2007 - April 2010
Skills
SQL, Unix, Oracle, SOA, Enterprise Architecture, XML, Visio, AIX, Solaris, Unix Shell Scripting, Agile Methodologies, Databases
Education
Osmania University
Bachelors
Villanova University
Masters
SEI March 2011 - Present
MVP Health Care May 2010 - March 2011
Wellmark BlueCross Blue Shield, IOWA August 2007 - April 2010
Skills
SQL, Unix, Oracle, SOA, Enterprise Architecture, XML, Visio, AIX, Solaris, Unix Shell Scripting, Agile Methodologies, Databases
Education
Osmania University
Bachelors
Villanova University
Masters
Linda Morris-Barbee, MBA's SEI Experience March 2015 - June 2015
Job Attended Northeastern University
Industry Financial Services
Experience
BNY Mellon June 2015 - Present
SEI March 2015 - June 2015
BNY Mellon October 2014 - March 2015
BNY Mellon June 2012 - September 2014
BNY Mellon October 2007 - May 2012
Professional Capital Services August 2006 - September 2007
Toll Brothers June 2005 - June 2006
Skills
Mutual Funds, Investments, Fund Accounting, Accounting, Microsoft Excel, Bloomberg, Finance, Fixed Income
Education
Strayer University 2007 — 2010
Master of Business Administration (MBA), Finance, General
Northeastern University 2000 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
BNY Mellon June 2015 - Present
SEI March 2015 - June 2015
BNY Mellon October 2014 - March 2015
BNY Mellon June 2012 - September 2014
BNY Mellon October 2007 - May 2012
Professional Capital Services August 2006 - September 2007
Toll Brothers June 2005 - June 2006
Skills
Mutual Funds, Investments, Fund Accounting, Accounting, Microsoft Excel, Bloomberg, Finance, Fixed Income
Education
Strayer University 2007 — 2010
Master of Business Administration (MBA), Finance, General
Northeastern University 2000 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
Andrew N. Davis's SEI Experience March 2015 - Present
Job Portfolio Strategist at SEI
Industry Financial Services
Experience
SEI March 2015 - Present
Moody's Analytics December 2012 - March 2015
Bureau of Labor Statistics July 2009 - December 2012
National Beverage Corp May 2007 - December 2007
Education
The Johns Hopkins University 2010 — 2012
MA, Applied Economics
The Johns Hopkins University - Carey Business School 2010 — 2012
Graduate Certificate, Financial Management
Michigan State University 2005 — 2009
BA, Economics, Business Cognate
SEI March 2015 - Present
Moody's Analytics December 2012 - March 2015
Bureau of Labor Statistics July 2009 - December 2012
National Beverage Corp May 2007 - December 2007
Education
The Johns Hopkins University 2010 — 2012
MA, Applied Economics
The Johns Hopkins University - Carey Business School 2010 — 2012
Graduate Certificate, Financial Management
Michigan State University 2005 — 2009
BA, Economics, Business Cognate
Ashish Rege , B.Eng, MS, MBA, PMP Ashish Rege , B.Eng, MS, MBA, PMP's SEI Experience December 2007 - Present
Job VP Infrastructure Architecture Enterprise Technology Strategy
Industry Information Technology and Services
Experience
SEI December 2007 - Present
SEI (Consulting for CIBER) August 2005 - December 2007
Ciber Inc. May 1998 - December 2007
Regulus (Consulting for CIBER) September 2004 - June 2005
JP Morgan (Consulting for Ciber) August 2003 - September 2004
Johnson & Johnson (Consulting for Ciber) October 2002 - April 2003
Princeton eCom (Consulting for Ciber/Fulltilt) April 2001 - October 2002
TV Guide (Consulting for Ciber/Aston Brooke) May 1998 - March 2000
Tata Unisys (Ohio Secretary of State) April 1996 - May 1998
Rolta (Consulting AT &T/Integraph) October 1994 - April 1996
Education
Penn State Smeal MBA Program 2012 — 2014
Master of Business Administration (M.B.A.), Strategy, General Management
Penn State University 1998 — 2000
MS, MIS/Computer Science
University of Mumbai 1989 — 1993
B.S., Electronics Engineering
SEI December 2007 - Present
SEI (Consulting for CIBER) August 2005 - December 2007
Ciber Inc. May 1998 - December 2007
Regulus (Consulting for CIBER) September 2004 - June 2005
JP Morgan (Consulting for Ciber) August 2003 - September 2004
Johnson & Johnson (Consulting for Ciber) October 2002 - April 2003
Princeton eCom (Consulting for Ciber/Fulltilt) April 2001 - October 2002
TV Guide (Consulting for Ciber/Aston Brooke) May 1998 - March 2000
Tata Unisys (Ohio Secretary of State) April 1996 - May 1998
Rolta (Consulting AT &T/Integraph) October 1994 - April 1996
Education
Penn State Smeal MBA Program 2012 — 2014
Master of Business Administration (M.B.A.), Strategy, General Management
Penn State University 1998 — 2000
MS, MIS/Computer Science
University of Mumbai 1989 — 1993
B.S., Electronics Engineering
David Heiser, CSM, CSPO David Heiser, CSM, CSPO's SEI Experience April 2012 - August 2015
Job Scrum Master/Agile Coach at Partner's Consulting, Inc.
Industry Information Technology and Services
Experience
Partner's Consulting, Inc. August 2015 - Present
NTT DATA Business Solutions April 2012 - August 2015
SEI April 2012 - August 2015
Harrahs Chester Casino and Racetrack January 2011 - March 2012
NCO Group June 2008 - December 2009
NCO Financial Systems March 2008 - June 2008
NCO Financial Systems January 2007 - March 2008
NCO Financial Systems November 2005 - January 2007
1&1 Internet AG January 2004 - November 2005
1&1 Internet AG January 2004 - May 2004
Skills
Vendor Management, Management, ITIL, IT Operations, SDLC, Business Analysis, Servers, CRM, Change Management, Integration, Project Management, IT Management, Information Technology, Internal Communications, Recruiting, Data Center, Windows Server, Outsourcing, Operations Management, Leadership, IT Outsourcing, Business Continuity, Quality Assurance, International, IT Solutions, Troubleshooting, Program Management, Client Management, Process Automation, Auditing Management..., IT Staffing, International Business, International IT..., Client Communications, IT Recruiting, Scrum, Agile Methodologies, VMware, ActiveBatch, SQL, Linux, Apache, JIRA
Education
Grow-Lean
CSM, CSPO, Agile
Gwynedd-Mercy University 2011 — 2014
Business Administration, International Business, Honors: Magna Cum Laude
North Montgomery County Technical Center 1997 — 1999
Technical, Information Systems
Montgomery County Community College 1999 — 2007
Associates, Information Technology
Perkiomen Valley High School 1996 — 1999
High School Diploma Class of 1999
St. Eleanors
Partner's Consulting, Inc. August 2015 - Present
NTT DATA Business Solutions April 2012 - August 2015
SEI April 2012 - August 2015
Harrahs Chester Casino and Racetrack January 2011 - March 2012
NCO Group June 2008 - December 2009
NCO Financial Systems March 2008 - June 2008
NCO Financial Systems January 2007 - March 2008
NCO Financial Systems November 2005 - January 2007
1&1 Internet AG January 2004 - November 2005
1&1 Internet AG January 2004 - May 2004
Skills
Vendor Management, Management, ITIL, IT Operations, SDLC, Business Analysis, Servers, CRM, Change Management, Integration, Project Management, IT Management, Information Technology, Internal Communications, Recruiting, Data Center, Windows Server, Outsourcing, Operations Management, Leadership, IT Outsourcing, Business Continuity, Quality Assurance, International, IT Solutions, Troubleshooting, Program Management, Client Management, Process Automation, Auditing Management..., IT Staffing, International Business, International IT..., Client Communications, IT Recruiting, Scrum, Agile Methodologies, VMware, ActiveBatch, SQL, Linux, Apache, JIRA
Education
Grow-Lean
CSM, CSPO, Agile
Gwynedd-Mercy University 2011 — 2014
Business Administration, International Business, Honors: Magna Cum Laude
North Montgomery County Technical Center 1997 — 1999
Technical, Information Systems
Montgomery County Community College 1999 — 2007
Associates, Information Technology
Perkiomen Valley High School 1996 — 1999
High School Diploma Class of 1999
St. Eleanors
Rachael Ross Rachael Ross's SEI Experience January 2014 - Present
Job Screen Printing Supervisor at Semiconductor Enclosures Incorporated
Industry Photography
Experience
SEI January 2014 - Present
SEI May 2012 - January 2014
Barnes and Noble College Bookstore September 2010 - May 2012
Skills
Portrait Photography, Photography, Research, Editorial, Digital Photography, Photoshop, Equine Photography, House Sitting, Image Editing, Facebook, Fine Art Photography
Education
Northern Essex Community College 2010 — 2013
Bachelor of Arts (BA), General Studies: Visual Arts
SEI January 2014 - Present
SEI May 2012 - January 2014
Barnes and Noble College Bookstore September 2010 - May 2012
Skills
Portrait Photography, Photography, Research, Editorial, Digital Photography, Photoshop, Equine Photography, House Sitting, Image Editing, Facebook, Fine Art Photography
Education
Northern Essex Community College 2010 — 2013
Bachelor of Arts (BA), General Studies: Visual Arts
Ann Kern Ann Kern's SEI Experience July 2013 - September 2015
Job Senior Marketing Consultant at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group September 2015 - Present
SEI July 2013 - September 2015
SEI May 2011 - July 2013
SEI October 2009 - April 2011
Skills
Analysis, Market Research, Qualitative Research, Survey Design, Quantitative Analytics, Management, Survey Research, Online Content Creation, Data Segmentation, Employee Training, Strategic Insights, Presentations, Marketing Strategy, Thought Leadership, SharePoint, Wealth Management..., B2B Marketing Strategy, Vendor Management, Secondary Research, Primary Research
Education
Penn State University 2010 — 2012
Masters in Business Administration, Focus in Marketing and Entrepreneurial Studies, 3.9
Ursinus College 2005 — 2009
B.A., Business and Economics, Spanish, and International Relations, 3.7
Perkiomen Valley HS
Lincoln Financial Group September 2015 - Present
SEI July 2013 - September 2015
SEI May 2011 - July 2013
SEI October 2009 - April 2011
Skills
Analysis, Market Research, Qualitative Research, Survey Design, Quantitative Analytics, Management, Survey Research, Online Content Creation, Data Segmentation, Employee Training, Strategic Insights, Presentations, Marketing Strategy, Thought Leadership, SharePoint, Wealth Management..., B2B Marketing Strategy, Vendor Management, Secondary Research, Primary Research
Education
Penn State University 2010 — 2012
Masters in Business Administration, Focus in Marketing and Entrepreneurial Studies, 3.9
Ursinus College 2005 — 2009
B.A., Business and Economics, Spanish, and International Relations, 3.7
Perkiomen Valley HS
Christopher Boyajian Christopher Boyajian's SEI Experience 2002 - 2005
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2014 - Present
Citco Fund Services August 2013 - November 2014
BlackRock April 2011 - May 2013
RecoverCare LLC March 2011 - April 2011
BlackRock August 2009 - 2009
Coldwell Banker Hearthside January 2009 - 2009
Goldman Sachs & Co. March 2008 - 2008
State Street 2008 - 2008
GMAC Mortgage April 2005 - June 2007
SEI 2002 - 2005
Skills
MS Office Suite, SAP, Fund Accounting, Fixed Income, Mutual Funds, Asset Managment, Capital Markets, Risk Management, Bloomberg, Securities, Valuation, Hedge Funds, Portfolio Management, Asset Management, Finance, Private Equity, Mortgage Lending, Microsoft Office, Alternative Investments, Financial Services, Financial Analysis, Financial Modeling, Asset Allocation, Bonds, Fund Of Funds
Education
Moravian College 1998 — 2002
Bachelors of Arts, Economics and Finance
Lasalle College High School 1996 — 1998
Archbishop wood
Morgan Stanley November 2014 - Present
Citco Fund Services August 2013 - November 2014
BlackRock April 2011 - May 2013
RecoverCare LLC March 2011 - April 2011
BlackRock August 2009 - 2009
Coldwell Banker Hearthside January 2009 - 2009
Goldman Sachs & Co. March 2008 - 2008
State Street 2008 - 2008
GMAC Mortgage April 2005 - June 2007
SEI 2002 - 2005
Skills
MS Office Suite, SAP, Fund Accounting, Fixed Income, Mutual Funds, Asset Managment, Capital Markets, Risk Management, Bloomberg, Securities, Valuation, Hedge Funds, Portfolio Management, Asset Management, Finance, Private Equity, Mortgage Lending, Microsoft Office, Alternative Investments, Financial Services, Financial Analysis, Financial Modeling, Asset Allocation, Bonds, Fund Of Funds
Education
Moravian College 1998 — 2002
Bachelors of Arts, Economics and Finance
Lasalle College High School 1996 — 1998
Archbishop wood
Zeev Bulka Zeev Bulka's SEI Experience 2006 - 2007
Job Consultant at AEW
Industry Computer Software
Experience
AEW November 2011 - Present
Practical Solutions In Medical Informatics November 2011 - Present
Meketa Group February 2011 - November 2011
Magenic September 2007 - February 2011
Magenic Technologies 2007 - February 2011
SEI 2006 - 2007
Systems Engineering, Inc. 2005 - 2007
Bayer Corporation 2003 - 2005
ADE Corporation 1997 - 2000
Mazal Soft 1990 - 1992
Skills
Business Intelligence, Software Development, .NET, Architecture, Microsoft SQL Server, Agile Methodologies
Education
Massachusetts Institute of Technology - Sloan School of Management 1979 — 1982
Doctoral Candidate, Operations Reseasrch
Tel Aviv University 1974 — 1978
BS, Mathematics
Amy
Reali haifa
AEW November 2011 - Present
Practical Solutions In Medical Informatics November 2011 - Present
Meketa Group February 2011 - November 2011
Magenic September 2007 - February 2011
Magenic Technologies 2007 - February 2011
SEI 2006 - 2007
Systems Engineering, Inc. 2005 - 2007
Bayer Corporation 2003 - 2005
ADE Corporation 1997 - 2000
Mazal Soft 1990 - 1992
Skills
Business Intelligence, Software Development, .NET, Architecture, Microsoft SQL Server, Agile Methodologies
Education
Massachusetts Institute of Technology - Sloan School of Management 1979 — 1982
Doctoral Candidate, Operations Reseasrch
Tel Aviv University 1974 — 1978
BS, Mathematics
Amy
Reali haifa
Brian Dayes, CFA, MBA Brian Dayes, CFA, MBA's SEI Experience 1998 - 1999
Job Partner, Mercer Investments Canada
Industry Financial Services
Experience
Mercer January 2005 - Present
Franklin Templeton Investments January 1998 - December 2002
SEI 1998 - 1999
Skills
Wealth Management, Mutual Funds, Investment Strategies, Investments, Asset Allocation, Asset Managment, Equities, Portfolio Management, Investment Advisory, Alternative Investments, Investment Management, Pensions, Fixed Income, Hedge Funds, Capital Markets, Strategic Financial..., Relationship Management, Financial Markets, Derivatives
Education
McMaster University 1989 — 1991
MBA, Investment Analysis and Portfolio Management
Western University 1983 — 1987
HBSc, Science
Mercer January 2005 - Present
Franklin Templeton Investments January 1998 - December 2002
SEI 1998 - 1999
Skills
Wealth Management, Mutual Funds, Investment Strategies, Investments, Asset Allocation, Asset Managment, Equities, Portfolio Management, Investment Advisory, Alternative Investments, Investment Management, Pensions, Fixed Income, Hedge Funds, Capital Markets, Strategic Financial..., Relationship Management, Financial Markets, Derivatives
Education
McMaster University 1989 — 1991
MBA, Investment Analysis and Portfolio Management
Western University 1983 — 1987
HBSc, Science
Robert Etchell, Jr. Robert Etchell, Jr.'s SEI Experience 2010 - 2012
Job Computer Software Professional
Industry Computer Software
Experience
First Republic Bank August 2012 - Present
SEI 2010 - 2012
Capmark August 2005 - September 2009
Capmark 2005 - 2009
Epitome Systems August 2004 - July 2005
GMAC Commercial Mortgage April 2000 - July 2004
Skills
C#, Visual Studio, VB.NET, Microsoft SQL Server, TFS, WCF, ASP.NET
Education
Chubb Institute 1998 — 1999
Certificate, Computer Programming
Pacific Union College 1971 — 1975
BS, Bio-Chemistry, Computer Science, Religion
First Republic Bank August 2012 - Present
SEI 2010 - 2012
Capmark August 2005 - September 2009
Capmark 2005 - 2009
Epitome Systems August 2004 - July 2005
GMAC Commercial Mortgage April 2000 - July 2004
Skills
C#, Visual Studio, VB.NET, Microsoft SQL Server, TFS, WCF, ASP.NET
Education
Chubb Institute 1998 — 1999
Certificate, Computer Programming
Pacific Union College 1971 — 1975
BS, Bio-Chemistry, Computer Science, Religion
Debra Rosumny Umberger Debra Rosumny Umberger's SEI Experience August 2005 - September 2008
Job IT Project Manager at Coca Cola Company
Industry Information Technology and Services
Experience
The Coca-Cola Company October 2009 - Present
The Home Depot September 2008 - September 2009
Systems Evolution Inc August 2005 - September 2008
SEI August 2005 - September 2008
ChoicePoint 2005 - 2006
The Home Depot October 2003 - April 2005
Staffing Technologies October 2003 - April 2005
Logic Technologies Inc June 2000 - March 2003
GE Energy June 2000 - March 2003
GE Power Systems June 2000 - March 2003
Skills
Business Intelligence, Data Warehousing, Budgets, Analytics, Business Analysis, Business Process..., Change Management, Consulting, Data Integration, ETL, Enterprise Software, IT Strategy, Information Technology, Leadership, Management, Master Data Management, PMO, PMP, Process Improvement, Program Management, Project Management, Project Planning, Quality Assurance, SDLC, Six Sigma, Software Development, Training, Vendor Management
Education
Regent University 1992 — 1994
MBA, Business
Portland State University - School of Business 1989 — 1992
BS, Economics, Business, Finance
Portland Bible College 1988 — 1989
NA, Bible
Mt. Hood Community College 1986 — 1988
AA, Communications
The Coca-Cola Company October 2009 - Present
The Home Depot September 2008 - September 2009
Systems Evolution Inc August 2005 - September 2008
SEI August 2005 - September 2008
ChoicePoint 2005 - 2006
The Home Depot October 2003 - April 2005
Staffing Technologies October 2003 - April 2005
Logic Technologies Inc June 2000 - March 2003
GE Energy June 2000 - March 2003
GE Power Systems June 2000 - March 2003
Skills
Business Intelligence, Data Warehousing, Budgets, Analytics, Business Analysis, Business Process..., Change Management, Consulting, Data Integration, ETL, Enterprise Software, IT Strategy, Information Technology, Leadership, Management, Master Data Management, PMO, PMP, Process Improvement, Program Management, Project Management, Project Planning, Quality Assurance, SDLC, Six Sigma, Software Development, Training, Vendor Management
Education
Regent University 1992 — 1994
MBA, Business
Portland State University - School of Business 1989 — 1992
BS, Economics, Business, Finance
Portland Bible College 1988 — 1989
NA, Bible
Mt. Hood Community College 1986 — 1988
AA, Communications
Sujaya Narahari Sujaya Narahari's SEI Experience January 2009 - Present
Job
Industry Financial Services
Experience
SEI January 2009 - Present
SEI Investments 2009 - Present
Skills
Requirements Analysis, Oracle, Java Enterprise Edition, Data Warehousing, Production Support, SDLC, PL/SQL, Unix Shell Scripting, Requirements Gathering, Weblogic, Data Modeling, Business Analysis, Agile Methodologies, Solution Architecture, SOA, SQL, Vendor Management, Enterprise Architecture, Management, Business Requirements
Education
Osmania University 1998 — 2001
MCA
St. Francis' College For Women 1995 — 1998
B.Sc.
St Anns High School
SEI January 2009 - Present
SEI Investments 2009 - Present
Skills
Requirements Analysis, Oracle, Java Enterprise Edition, Data Warehousing, Production Support, SDLC, PL/SQL, Unix Shell Scripting, Requirements Gathering, Weblogic, Data Modeling, Business Analysis, Agile Methodologies, Solution Architecture, SOA, SQL, Vendor Management, Enterprise Architecture, Management, Business Requirements
Education
Osmania University 1998 — 2001
MCA
St. Francis' College For Women 1995 — 1998
B.Sc.
St Anns High School
Jaime Borts Jaime Borts's SEI Experience July 2008 - March 2010
Job Customer Service Associate II at Lowe's Companies, Inc.
Industry Financial Services
Experience
Lowe's Companies, Inc. July 2013 - Present
Cardinal Resources January 2012 - August 2012
SEI July 2008 - March 2010
Skills
Microsoft Excel, Economics, Budgets, Financial Analysis, Financial Reporting, Corporate Finance, Finance, Microsoft Office, Analysis, Negotiation, Italian, Financial Modeling, Forecasting, Strategic Financial..., Italian language, CFA Level 2 Candidate
Education
School of Oriental and African Studies, U. of London
Bachelor's degree, Development Studies and Economics
Montgomery County Community College 2012 — 2015
Associate's degree, Accounting
The George Washington University
International Affairs
Lowe's Companies, Inc. July 2013 - Present
Cardinal Resources January 2012 - August 2012
SEI July 2008 - March 2010
Skills
Microsoft Excel, Economics, Budgets, Financial Analysis, Financial Reporting, Corporate Finance, Finance, Microsoft Office, Analysis, Negotiation, Italian, Financial Modeling, Forecasting, Strategic Financial..., Italian language, CFA Level 2 Candidate
Education
School of Oriental and African Studies, U. of London
Bachelor's degree, Development Studies and Economics
Montgomery County Community College 2012 — 2015
Associate's degree, Accounting
The George Washington University
International Affairs
Mark Tiberi's SEI Experience October 2015 - Present
Job IMS Accounting Analyst
Industry Financial Services
Experience
SEI October 2015 - Present
SEI April 2014 - September 2015
Merrimack College September 2013 - May 2014
Merrimack College January 2012 - May 2014
Preferred Sands May 2013 - August 2013
James I. Devine Esq. May 2012 - August 2012
Neighborhood Legal Services October 2011 - May 2012
Skills
Leadership, Economics, Management, Finance, Marketing Strategy, Retail Marketing, Money Market, Customer Service, Public Finance, Microeconomics, Inter-personal, Public Speaking, Highly detail oriented, History of Economic..., Marketing Communications, Multi-channel Marketing, Credit Cards
Education
Merrimack College 2010 — 2014
Bachelor's Degree, Applied Economics, Graduate
Malvern Preparatory School 2003 — 2010
Graduate
SEI October 2015 - Present
SEI April 2014 - September 2015
Merrimack College September 2013 - May 2014
Merrimack College January 2012 - May 2014
Preferred Sands May 2013 - August 2013
James I. Devine Esq. May 2012 - August 2012
Neighborhood Legal Services October 2011 - May 2012
Skills
Leadership, Economics, Management, Finance, Marketing Strategy, Retail Marketing, Money Market, Customer Service, Public Finance, Microeconomics, Inter-personal, Public Speaking, Highly detail oriented, History of Economic..., Marketing Communications, Multi-channel Marketing, Credit Cards
Education
Merrimack College 2010 — 2014
Bachelor's Degree, Applied Economics, Graduate
Malvern Preparatory School 2003 — 2010
Graduate
Prabin Rayamajhi Prabin Rayamajhi's SEI Experience April 2013 - January 2014
Job Accounting Analyst at SEI
Industry Accounting
Experience
SEI April 2013 - January 2014
Ambler Library, Temple University September 2012 - December 2012
Dunkin Donuts and Baskin Robbins July 2008 - August 2012
Persian Grill March 2006 - June 2008
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Accounting, Financial Accounting, Financial Analysis, Bookkeeping, Customer Service, Financial Reporting, Teamwork, Budgets, Accounts Payable, Account Reconciliation
Education
Temple University - Fox School of Business and Management 2010 — 2012
Bachelor of Business Administration (BBA), Accounting
Montgomery County Community College 2007 — 2010
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Hillcrest High School 2003 — 2006
High school diploma, Liberal Arts and Sciences/Liberal Studies
SEI April 2013 - January 2014
Ambler Library, Temple University September 2012 - December 2012
Dunkin Donuts and Baskin Robbins July 2008 - August 2012
Persian Grill March 2006 - June 2008
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Accounting, Financial Accounting, Financial Analysis, Bookkeeping, Customer Service, Financial Reporting, Teamwork, Budgets, Accounts Payable, Account Reconciliation
Education
Temple University - Fox School of Business and Management 2010 — 2012
Bachelor of Business Administration (BBA), Accounting
Montgomery County Community College 2007 — 2010
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Hillcrest High School 2003 — 2006
High school diploma, Liberal Arts and Sciences/Liberal Studies
Joshua Sherwood's SEI Experience July 1992 - April 1994
Job Director of Finance at Sodexo
Industry Food & Beverages
Experience
Sodexo March 2013 - Present
KPMG April 2001 - March 2013
Showtime Networks April 1994 - April 2001
SEI July 1992 - April 1994
Skills
Forecasting, Financial Modeling, Finance, Corporate Finance, Financial Analysis, Leadership, Management, Variance Analysis, Budgets, Strategic Financial..., Access, Financial Statements, Project Management, Public Speaking, Accounts Receivable, Profit Maximization, Corporate Budgeting, Financial Reporting, Business Process Design, Business Initiatives, Personnel Management, Cross Functional..., Training Design, Training Delivery, Financial Close Process, Account Management, Contract Management, Microsoft Excel, Business Objects, Web Intelligence, Hyperion HFM, Essbase, Brio Reports
Education
Northern Illinois University 2005 — 2008
MBA, Business Administration
University of Iowa 1988 — 1992
BA, Communication with Minor in Business Administration
Glen Rock High School 1984 — 1988
Sodexo March 2013 - Present
KPMG April 2001 - March 2013
Showtime Networks April 1994 - April 2001
SEI July 1992 - April 1994
Skills
Forecasting, Financial Modeling, Finance, Corporate Finance, Financial Analysis, Leadership, Management, Variance Analysis, Budgets, Strategic Financial..., Access, Financial Statements, Project Management, Public Speaking, Accounts Receivable, Profit Maximization, Corporate Budgeting, Financial Reporting, Business Process Design, Business Initiatives, Personnel Management, Cross Functional..., Training Design, Training Delivery, Financial Close Process, Account Management, Contract Management, Microsoft Excel, Business Objects, Web Intelligence, Hyperion HFM, Essbase, Brio Reports
Education
Northern Illinois University 2005 — 2008
MBA, Business Administration
University of Iowa 1988 — 1992
BA, Communication with Minor in Business Administration
Glen Rock High School 1984 — 1988
Moneer Rifai's SEI Experience July 2008 - July 2009
Job Network Engineer at The University of Iowa
Industry Information Technology and Services
Experience
The University of Iowa December 2014 - Present
Network Center Communications July 2011 - Present
WatchGuard Technologies 2009 - June 2011
SEI July 2008 - July 2009
Speakeasy October 2008 - June 2009
Education
Minnesota State University, Moorhead 2002 — 2007
BS, Physics
The University of Iowa December 2014 - Present
Network Center Communications July 2011 - Present
WatchGuard Technologies 2009 - June 2011
SEI July 2008 - July 2009
Speakeasy October 2008 - June 2009
Education
Minnesota State University, Moorhead 2002 — 2007
BS, Physics
Dana Boe Dana Boe's SEI Experience August 2007 - November 2008
Job Owner of Jump for Joy Bounce Houses
Industry Entertainment
Experience
Jump for Joy Bounce Houses January 2011 - Present
Nodak Mutual Insurance Company July 2009 - September 2011
SEI August 2007 - November 2008
Microsoft Corporation 2007 - November 2008
Crookston Daily Times May 2003 - January 2006
Education
North Dakota State University 2001 — 2003
MBA, Business
DeVry 1998 — 2001
BA, Business with Computer Information
Jump for Joy Bounce Houses January 2011 - Present
Nodak Mutual Insurance Company July 2009 - September 2011
SEI August 2007 - November 2008
Microsoft Corporation 2007 - November 2008
Crookston Daily Times May 2003 - January 2006
Education
North Dakota State University 2001 — 2003
MBA, Business
DeVry 1998 — 2001
BA, Business with Computer Information
Joe Dellicompagni's SEI Experience February 2012 - Present
Job Facilities and Services at SEI Investments
Industry Facilities Services
Experience
SEI February 2012 - Present
Powerplay Rinks January 2008 - February 2012
JOE'S RENOVATIONS February 2006 - February 2012
Squaw Valley Ski Corp October 2000 - June 2004
Skills
Construction, Renovation, Customer Service, Strategic Planning, Microsoft Office, Microsoft Word, Business Development, Marketing, Telecommunications, Decks, Facilities Management, Management
Education
West Chester University of Pennsylvania 1994 — 1999
Secondary Education and Teaching
Malvern Prep 1989 — 1993
Montgomery County Community College
Secondary Education and Teaching
SEI February 2012 - Present
Powerplay Rinks January 2008 - February 2012
JOE'S RENOVATIONS February 2006 - February 2012
Squaw Valley Ski Corp October 2000 - June 2004
Skills
Construction, Renovation, Customer Service, Strategic Planning, Microsoft Office, Microsoft Word, Business Development, Marketing, Telecommunications, Decks, Facilities Management, Management
Education
West Chester University of Pennsylvania 1994 — 1999
Secondary Education and Teaching
Malvern Prep 1989 — 1993
Montgomery County Community College
Secondary Education and Teaching
Jennifer Friesen Jennifer Friesen's SEI Experience August 2001 - November 2008
Job Corporate Payroll at American Crystal Sugar Company
Industry Financial Services
Experience
American Crystal Sugar Company January 2014 - Present
Valley Rental Services March 2012 - October 2013
Adams Development Corp September 2009 - January 2011
Randy Edwards January 2010 - December 2010
SEI August 2001 - November 2008
Skills
JD Edwards, SAP, Microsoft Dynamics GP, Garnishments, Microsoft Excel, Payroll, Microsoft Word, Outlook, Banking, Microsoft Office, Data Entry, Accounts Receivable, Accounts Payable, Access, Budgets, child support, Reporting, PeopleSoft, Employment Verifications, Public Speaking, HR Policies, Time & Attendance, Time Management
Education
Minnesota State University, Moorhead 1999 — 2001
Criminal Justice and Corrections
Minnesota State University, Moorhead
American Crystal Sugar Company January 2014 - Present
Valley Rental Services March 2012 - October 2013
Adams Development Corp September 2009 - January 2011
Randy Edwards January 2010 - December 2010
SEI August 2001 - November 2008
Skills
JD Edwards, SAP, Microsoft Dynamics GP, Garnishments, Microsoft Excel, Payroll, Microsoft Word, Outlook, Banking, Microsoft Office, Data Entry, Accounts Receivable, Accounts Payable, Access, Budgets, child support, Reporting, PeopleSoft, Employment Verifications, Public Speaking, HR Policies, Time & Attendance, Time Management
Education
Minnesota State University, Moorhead 1999 — 2001
Criminal Justice and Corrections
Minnesota State University, Moorhead
Sandy Crumpton Sandy Crumpton's SEI Experience November 1985 - June 1988
Job Foreign Service Officer, Retired
Industry International Affairs
Experience
Home Foreign Service Officer, RetiredUnited States Department of State1988 - 2004
SEI November 1985 - June 1988
Walker Interactive Products May 1980 - October 1985
IBM August 1977 - June 1980
Skills
International Relations, Foreign Affairs, Diplomacy, Foreign Policy, Government, Strategic Communications, Program Management, Public Diplomacy, Foreign Assistance, International Security, Policy, International..., Human Rights, Political Science, National Security, Intercultural...
Education
Michigan State University 1963 — 1968
BA, Math Education
Home Foreign Service Officer, RetiredUnited States Department of State1988 - 2004
SEI November 1985 - June 1988
Walker Interactive Products May 1980 - October 1985
IBM August 1977 - June 1980
Skills
International Relations, Foreign Affairs, Diplomacy, Foreign Policy, Government, Strategic Communications, Program Management, Public Diplomacy, Foreign Assistance, International Security, Policy, International..., Human Rights, Political Science, National Security, Intercultural...
Education
Michigan State University 1963 — 1968
BA, Math Education
David Oesterreich's SEI Experience June 2008 - April 2009
Job Platform Development Manager at American Express
Industry Computer Software
Experience
American Express November 2013 - Present
American Express May 2012 - October 2013
Feed Management Systems / Cargill March 2011 - June 2012
Multiband October 2010 - March 2011
Multiband April 2009 - October 2010
SEI June 2008 - April 2009
Skills
.NET, TFS, C#, LINQ, Software Development, Agile Methodologies, Leadership, Scrum, Project Management, Management, WPF, Microsoft SQL Server, XML, NUnit, Visual Studio, T-SQL, Integration, Stored Procedures, Unit Testing, HTML, XAML, ASP.NET, SSRS, Java, WCF, Testing, Subversion, Agile Project Management, Software Architectural..., ADO.NET, Entity Framework, Oracle, VB.NET, Telerik, MVVM, Prism, Telerik Controls, IIS, Windows System..., Integration Testing, MbUnit, Database Design, SDLC, Object Oriented Design, UML, Web Services, OOP, Design Patterns, SQL
Education
University of Mary 2010 — 2012
Masters, Project Management, 4.0
North Dakota State University 2005 — 2009
Bachelor of Arts (B.A.), Computer Science
American Express November 2013 - Present
American Express May 2012 - October 2013
Feed Management Systems / Cargill March 2011 - June 2012
Multiband October 2010 - March 2011
Multiband April 2009 - October 2010
SEI June 2008 - April 2009
Skills
.NET, TFS, C#, LINQ, Software Development, Agile Methodologies, Leadership, Scrum, Project Management, Management, WPF, Microsoft SQL Server, XML, NUnit, Visual Studio, T-SQL, Integration, Stored Procedures, Unit Testing, HTML, XAML, ASP.NET, SSRS, Java, WCF, Testing, Subversion, Agile Project Management, Software Architectural..., ADO.NET, Entity Framework, Oracle, VB.NET, Telerik, MVVM, Prism, Telerik Controls, IIS, Windows System..., Integration Testing, MbUnit, Database Design, SDLC, Object Oriented Design, UML, Web Services, OOP, Design Patterns, SQL
Education
University of Mary 2010 — 2012
Masters, Project Management, 4.0
North Dakota State University 2005 — 2009
Bachelor of Arts (B.A.), Computer Science
Larry Reski Larry Reski's SEI Experience 1994 - 2001
Job Senior Technical Lead
Industry Computer Software
Experience
Microsoft 2001 - Present
SEI Information Technology July 1994 - January 2001
SEI Information Technologies 1994 - 2001
SEI 1994 - 2001
Skills
.NET, Business Intelligence, ASP.NET, ERP, Requirements Analysis, Windows, Windows Server, Programming, CSS, Microsoft Dynamics, Software Documentation, Microsoft SQL Server, Technical Support, Testing, Databases, Axapta, T-SQL, C#
Education
Minnesota State University, Moorhead 1983 — 1990
BA, Anthropology
Microsoft 2001 - Present
SEI Information Technology July 1994 - January 2001
SEI Information Technologies 1994 - 2001
SEI 1994 - 2001
Skills
.NET, Business Intelligence, ASP.NET, ERP, Requirements Analysis, Windows, Windows Server, Programming, CSS, Microsoft Dynamics, Software Documentation, Microsoft SQL Server, Technical Support, Testing, Databases, Axapta, T-SQL, C#
Education
Minnesota State University, Moorhead 1983 — 1990
BA, Anthropology
David Lester David Lester's SEI Experience 2005 - July 2009
Job Senior Vice President at Northern Trust Asset Management
Industry Investment Management
Experience
Northern Trust Asset Management July 2014 - Present
Northern Trust Asset Management July 2009 - July 2014
SEI 2005 - July 2009
SEI 1997 - 2005
BPI Capital 1996 - 1997
Education
INSEAD 1994 — 1994
Master of Business Administration (MBA), Fontainebleau France
McGill University 1987 — 1991
Bachelor of Engineering (B.Eng.), Mechanical Engineering, Minor in Management
Northern Trust Asset Management July 2014 - Present
Northern Trust Asset Management July 2009 - July 2014
SEI 2005 - July 2009
SEI 1997 - 2005
BPI Capital 1996 - 1997
Education
INSEAD 1994 — 1994
Master of Business Administration (MBA), Fontainebleau France
McGill University 1987 — 1991
Bachelor of Engineering (B.Eng.), Mechanical Engineering, Minor in Management
Amine Mekkaoui Amine Mekkaoui's SEI Experience September 2002 - February 2007
Job Professional services executive Technology . Strategy . Business Development
Industry Information Technology and Services
Experience
Croyten February 2007 - Present
SEI September 2002 - February 2007
Deloitte & Touche 2001 - 2002
ZEFER 1999 - 2001
Internet Security Advantages February 1998 - September 1999
Nubium Technology Group February 1996 - January 1998
Cambridge Technology Partners March 1992 - September 1996
AGS Information Services 1987 - 1992
Skills
Business Intelligence, Risk Management, Professional Services, Information Security, Negotiation, Outsourcing, Governance, Enterprise Architecture, IT Strategy, SaaS, Security, Cloud Computing, Key Account Management, Management Consulting, Software Project..., Start-ups, Sales, New Business Development, Strategy, Enterprise Software, Management, Leadership, CRM, Solution Selling, Consulting, Business Process, Telecommunications
Education
University of Miami 1984 — 1985
MS, Computer Information Systems
Northeastern University 1978 — 1982
BS, Electrical Engineering
Croyten February 2007 - Present
SEI September 2002 - February 2007
Deloitte & Touche 2001 - 2002
ZEFER 1999 - 2001
Internet Security Advantages February 1998 - September 1999
Nubium Technology Group February 1996 - January 1998
Cambridge Technology Partners March 1992 - September 1996
AGS Information Services 1987 - 1992
Skills
Business Intelligence, Risk Management, Professional Services, Information Security, Negotiation, Outsourcing, Governance, Enterprise Architecture, IT Strategy, SaaS, Security, Cloud Computing, Key Account Management, Management Consulting, Software Project..., Start-ups, Sales, New Business Development, Strategy, Enterprise Software, Management, Leadership, CRM, Solution Selling, Consulting, Business Process, Telecommunications
Education
University of Miami 1984 — 1985
MS, Computer Information Systems
Northeastern University 1978 — 1982
BS, Electrical Engineering
Michael Oresick's SEI Experience August 2015 - Present
Job Regional Director at SEI
Industry Financial Services
Experience
SEI August 2015 - Present
Integral Investment Group March 2014 - August 2015
Nationwide Financial September 2013 - January 2014
HighMark Capital Management 2007 - September 2013
SEI 2004 - 2007
ING 2001 - 2003
Merrill Lynch 2000 - 2001
Skills
Personal Financial..., Retirement Planning, Wealth Management, Personal Tax Planning, Estate Planning, Mutual Funds, Alternative Investments, Stocks, Fixed Annuities, Variable Annuities, Bonds, Municipal Bonds, Life Insurance, Disability Insurance
Education
Northwestern University
University of North Florida
The Peddie School
SEI August 2015 - Present
Integral Investment Group March 2014 - August 2015
Nationwide Financial September 2013 - January 2014
HighMark Capital Management 2007 - September 2013
SEI 2004 - 2007
ING 2001 - 2003
Merrill Lynch 2000 - 2001
Skills
Personal Financial..., Retirement Planning, Wealth Management, Personal Tax Planning, Estate Planning, Mutual Funds, Alternative Investments, Stocks, Fixed Annuities, Variable Annuities, Bonds, Municipal Bonds, Life Insurance, Disability Insurance
Education
Northwestern University
University of North Florida
The Peddie School
Nicholas Tsipras Nicholas Tsipras's SEI Experience May 2011 - October 2011
Job Regional Executive IT Support at SAP
Industry Information Technology and Services
Experience
SAP March 2014 - Present
SAP May 2012 - March 2014
Catholic Health East October 2011 - May 2012
SEI May 2011 - October 2011
Micro Center August 2008 - May 2011
Skills
XP, Troubleshooting, Windows 7, VPN, Active Directory, Windows Server, Computer Hardware, Help Desk Support, Software Installation, Technical Support, System Administration, Networking, Network Administration, Windows XP, Microsoft Exchange, Citrix, Servers, Windows, Security, TCP/IP
Education
Montgomery County Community College 2007 — 2010
Candidate for Associate's Degree, Information Technology
Millersville University 2005 — 2007
Candidate for Bachelor's Degree, Business Administration
SAP March 2014 - Present
SAP May 2012 - March 2014
Catholic Health East October 2011 - May 2012
SEI May 2011 - October 2011
Micro Center August 2008 - May 2011
Skills
XP, Troubleshooting, Windows 7, VPN, Active Directory, Windows Server, Computer Hardware, Help Desk Support, Software Installation, Technical Support, System Administration, Networking, Network Administration, Windows XP, Microsoft Exchange, Citrix, Servers, Windows, Security, TCP/IP
Education
Montgomery County Community College 2007 — 2010
Candidate for Associate's Degree, Information Technology
Millersville University 2005 — 2007
Candidate for Bachelor's Degree, Business Administration
Andrew Sisco Andrew Sisco's SEI Experience November 2013 - Present
Job Desktop Support Analyst at The Haverford Trust Company
Industry Information Technology and Services
Experience
The Haverford Trust Company March 2015 - Present
SEI November 2013 - Present
Faulkner Ciocca VW June 2009 - November 2013
Skills
Network/System..., C++ Language, OSPF, EIGRP, BGP, UDP,..., Automotive, Customer Satisfaction, Sales, New Business Development, Sales Process, Customer Service, Customer Retention, Negotiation, Account Management, Sales Operations, Team Building, Team Leadership
Education
Northampton Community College 2010 — 2013
Associate's degree, Computer Science
St.Joseph/St.Robert
The Haverford Trust Company March 2015 - Present
SEI November 2013 - Present
Faulkner Ciocca VW June 2009 - November 2013
Skills
Network/System..., C++ Language, OSPF, EIGRP, BGP, UDP,..., Automotive, Customer Satisfaction, Sales, New Business Development, Sales Process, Customer Service, Customer Retention, Negotiation, Account Management, Sales Operations, Team Building, Team Leadership
Education
Northampton Community College 2010 — 2013
Associate's degree, Computer Science
St.Joseph/St.Robert
Melvin G. Thomas's SEI Experience August 2015 - Present
Job M.O. Operations Analyst at SEI
Industry Financial Services
Experience
SEI August 2015 - Present
Muller, Inc. September 2014 - May 2015
Skills
Microsoft Office, QuickBooks, Accounting, Microsoft Excel, Financial Accounting, Financial Analysis, General Ledger, Access, Auditing, Microsoft Word, PowerPoint, Public Speaking, Customer Service, Leadership, Time Management, Financial Reporting, Social Media, Data Entry, Invoicing
Education
Temple University 2012 — 2014
Bachelor of Business Administration (BBA), Accounting and Business/Management
Montgomery County Community College 2012 — 2012
Associate of Science (AS), Business Administration and Management, General
SEI August 2015 - Present
Muller, Inc. September 2014 - May 2015
Skills
Microsoft Office, QuickBooks, Accounting, Microsoft Excel, Financial Accounting, Financial Analysis, General Ledger, Access, Auditing, Microsoft Word, PowerPoint, Public Speaking, Customer Service, Leadership, Time Management, Financial Reporting, Social Media, Data Entry, Invoicing
Education
Temple University 2012 — 2014
Bachelor of Business Administration (BBA), Accounting and Business/Management
Montgomery County Community College 2012 — 2012
Associate of Science (AS), Business Administration and Management, General
Heena Thayani Heena Thayani's SEI Experience May 2015 - Present
Job Investor Services Operations Analyst
Industry Investment Management
Experience
SEI May 2015 - Present
SEI December 2014 - May 2015
ACE Technical Charter High School August 2011 - May 2014
Skills
Tutoring, Curriculum Development, Higher Education, Teaching, Program Development, Instructional Design, Community Outreach, Public Speaking, Research, Coaching, Educational Technology, Adult Education, Mathematics Education, Classroom, Microsoft Office, Grant Writing, Vlookup, MS Excel Pivot Tables, Macro Analysis, Data Analysis, Analysis, Microsoft Excel, Leadership
Education
National Louis University 2011 — 2013
Master's degree, Secondary Mathematics Teacher Education
University of Illinois at Chicago 2005 — 2009
Bachelor's degree, Mathematics
SEI May 2015 - Present
SEI December 2014 - May 2015
ACE Technical Charter High School August 2011 - May 2014
Skills
Tutoring, Curriculum Development, Higher Education, Teaching, Program Development, Instructional Design, Community Outreach, Public Speaking, Research, Coaching, Educational Technology, Adult Education, Mathematics Education, Classroom, Microsoft Office, Grant Writing, Vlookup, MS Excel Pivot Tables, Macro Analysis, Data Analysis, Analysis, Microsoft Excel, Leadership
Education
National Louis University 2011 — 2013
Master's degree, Secondary Mathematics Teacher Education
University of Illinois at Chicago 2005 — 2009
Bachelor's degree, Mathematics
Brian Leeds Brian Leeds's SEI Experience January 2015 - Present
Job Accountant Analyst at SEI
Industry Financial Services
Experience
SEI January 2015 - Present
Northwestern Mutual May 2014 - September 2014
Manhattan Proper May 2014 - August 2014
AXA Advisors January 2014 - May 2014
Muhlenberg Entrepreneurship Club September 2013 - May 2014
Benassi São Paulo June 2013 - July 2013
Burning Tree Country Club May 2013 - July 2013
Doral Arrowwood May 2012 - August 2012
Dream to Read January 2012 - January 2012
BlueStreak Sports Training June 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, HTML, English, Training, Sales
Education
Muhlenberg College 2010 — 2014
Bachelor's degree, Finance, General
Muhlenberg College 2010 — 2014
Bachelor's degree, Accounting and Finance
SEI January 2015 - Present
Northwestern Mutual May 2014 - September 2014
Manhattan Proper May 2014 - August 2014
AXA Advisors January 2014 - May 2014
Muhlenberg Entrepreneurship Club September 2013 - May 2014
Benassi São Paulo June 2013 - July 2013
Burning Tree Country Club May 2013 - July 2013
Doral Arrowwood May 2012 - August 2012
Dream to Read January 2012 - January 2012
BlueStreak Sports Training June 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, HTML, English, Training, Sales
Education
Muhlenberg College 2010 — 2014
Bachelor's degree, Finance, General
Muhlenberg College 2010 — 2014
Bachelor's degree, Accounting and Finance
Mayuresh Dalal Mayuresh Dalal's SEI Experience 2010 - 2011
Job Senior Business System Analyst at Educational Testing Service (ETS)
Industry Information Technology and Services
Experience
Educational Testing Service (ETS) March 2015 - Present
Educational Testing Service (ETS) May 2011 - March 2015
SEI 2010 - 2011
Skills
SDLC, SQL, Business Analysis, Requirements Analysis, Gap Analysis, JavaScript, UAT Coordination, Testing Analysis, Java, Requirements Gathering, Vendor Management, Business Requirements, Management
Education
Pace University 2008 — 2010
Master's Degree, Computer Science, A
Datta Meghe 2002 — 2007
Bachelor's Degree, Computer Engineering, A
Educational Testing Service (ETS) March 2015 - Present
Educational Testing Service (ETS) May 2011 - March 2015
SEI 2010 - 2011
Skills
SDLC, SQL, Business Analysis, Requirements Analysis, Gap Analysis, JavaScript, UAT Coordination, Testing Analysis, Java, Requirements Gathering, Vendor Management, Business Requirements, Management
Education
Pace University 2008 — 2010
Master's Degree, Computer Science, A
Datta Meghe 2002 — 2007
Bachelor's Degree, Computer Engineering, A
Paul Burton, CSM, FBCS, CITP Paul Burton, CSM, FBCS, CITP's SEI Experience February 2015 - Present
Job Technology Director: Investment Management Unit at SEI
Industry Computer Software
Experience
SEI February 2015 - Present
SkillSurvey December 2014 - December 2014
SunGard Sierra September 2008 - September 2014
FNX Limited April 2001 - September 2008
Logica July 1994 - December 2000
Rutherford Appleton Laboratory July 1992 - September 1993
Racal Milgo September 1987 - September 1991
Skills
Agile Methodologies, Software Engineering, Scrum, Java Enterprise Edition, Project Planning, Software Development, Client/server, Linux, Team Leadership, Solaris, Requirements Analysis, Enterprise Architecture, Java, Spring, Design Patterns, Sybase, Vendor Management, SOA, Change Management, Product Management, Integration, C, Program Management, Unix, Parallel Processing, System Architecture, XML, Agile Project Management, Trading Systems, SDLC, Process Improvement, Project Management, Leadership, Software Project..., SQL, Software Design, SOAP, Shell Scripting, Ant, Databases, JBoss Application Server, Solution Architecture, Hibernate, Distributed Systems, Eclipse, JavaScript, Spring Framework, Management, Architecture, Consulting
Education
Oxford Brookes University 1991 — 1993
BSc (Hons), Computer Science
Pennsylvania State University-Great Valley Graduate Center
Java Programming I, II, III & IV
Pennsylvania State University-Great Valley Graduate Center
SCRUM Master
SEI February 2015 - Present
SkillSurvey December 2014 - December 2014
SunGard Sierra September 2008 - September 2014
FNX Limited April 2001 - September 2008
Logica July 1994 - December 2000
Rutherford Appleton Laboratory July 1992 - September 1993
Racal Milgo September 1987 - September 1991
Skills
Agile Methodologies, Software Engineering, Scrum, Java Enterprise Edition, Project Planning, Software Development, Client/server, Linux, Team Leadership, Solaris, Requirements Analysis, Enterprise Architecture, Java, Spring, Design Patterns, Sybase, Vendor Management, SOA, Change Management, Product Management, Integration, C, Program Management, Unix, Parallel Processing, System Architecture, XML, Agile Project Management, Trading Systems, SDLC, Process Improvement, Project Management, Leadership, Software Project..., SQL, Software Design, SOAP, Shell Scripting, Ant, Databases, JBoss Application Server, Solution Architecture, Hibernate, Distributed Systems, Eclipse, JavaScript, Spring Framework, Management, Architecture, Consulting
Education
Oxford Brookes University 1991 — 1993
BSc (Hons), Computer Science
Pennsylvania State University-Great Valley Graduate Center
Java Programming I, II, III & IV
Pennsylvania State University-Great Valley Graduate Center
SCRUM Master
Dunham Hollister Dunham Hollister's SEI Experience June 1980 - Present
Job Manager at SEI
Industry Financial Services
Experience
SEI June 1980 - Present
Skills
Process Improvement, Vendor Management, Alternative Investments, Business Analysis, Securities, Change Management, Contract Management, Risk Management, Strategic Financial..., Portfolio Management, Fixed Income, Hedge Funds, Asset Management, Mutual Funds, Mergers & Acquisitions, Financial Risk, Banking, Asset Allocation, Financial Services, Wealth Management, Relationship Management, Equities, Series 63
Education
Marietta College 1965 — 1972
BA, Business/Economics
Marietta College
Bachelor's degree, Business/Managerial Economics
SEI June 1980 - Present
Skills
Process Improvement, Vendor Management, Alternative Investments, Business Analysis, Securities, Change Management, Contract Management, Risk Management, Strategic Financial..., Portfolio Management, Fixed Income, Hedge Funds, Asset Management, Mutual Funds, Mergers & Acquisitions, Financial Risk, Banking, Asset Allocation, Financial Services, Wealth Management, Relationship Management, Equities, Series 63
Education
Marietta College 1965 — 1972
BA, Business/Economics
Marietta College
Bachelor's degree, Business/Managerial Economics
Sheldon Myer Sheldon Myer's SEI Experience January 2015 - Present
Job Hedge Fund Accountant
Industry Investment Management
Experience
SEI January 2015 - Present
SEI October 2014 - January 2015
Speedwell Construction, Inc. May 2012 - August 2012
Skills
Leadership, Entrepreneurship, Time Management, Microsoft Office, Teamwork, Project Management, Customer Service, Microsoft Excel, Microsoft Word, Financial Reporting, Alternative Investments, Valuation
Education
Messiah College 2010 — 2014
Bachelor’s Degree, Business Administration and Management, Entrepreneurship Concentration, Cum Laude
SEI January 2015 - Present
SEI October 2014 - January 2015
Speedwell Construction, Inc. May 2012 - August 2012
Skills
Leadership, Entrepreneurship, Time Management, Microsoft Office, Teamwork, Project Management, Customer Service, Microsoft Excel, Microsoft Word, Financial Reporting, Alternative Investments, Valuation
Education
Messiah College 2010 — 2014
Bachelor’s Degree, Business Administration and Management, Entrepreneurship Concentration, Cum Laude
Bijaya Humagain Bijaya Humagain's SEI Experience August 2013 - April 2015
Job Senior Accountant at Temple University Health System
Industry Accounting
Experience
Temple University Health System May 2015 - Present
SEI August 2013 - April 2015
Energy Transfer April 2013 - August 2013
EisnerAmper LLP January 2013 - April 2013
Red Lobster February 2012 - May 2012
ParenteBeard LLC January 2012 - April 2012
Campaign for Working Families January 2011 - April 2011
Skills
Accounting, Auditing, Income Tax, Financial Analysis, Account Reconciliation, Tax Research, SAP FICO, Finance, SOX 404, Variance Analysis, Financial Reporting, GAAP, Monthly Close Process, Tax, Tax Accounting, Revenue Analysis, Hedge Accounting, Audit, Financial Planning, Microsoft Excel, Accounts Receivable, Teamwork, Access, Customer Service, Foreign Languages, ProSystem fx Tax, CCH Engagement, Bloomberg Terminal, Financial Modeling, Investran, Investier, G/L Reconciliations, Billing Process, Revenue Recognition, Entrepreneurship, Arbitration, SAP FI, AS400, IMS DB/DC
Education
Temple University - Fox School of Business & Management 2010 — 2012
Bachelor of Business Administration (BBA), Accounting and Finance
Montgomery County Community College 2007 — 2010
Associate's degree, Business Administration and Management, General, Summa Cum Laude
Temple University Health System May 2015 - Present
SEI August 2013 - April 2015
Energy Transfer April 2013 - August 2013
EisnerAmper LLP January 2013 - April 2013
Red Lobster February 2012 - May 2012
ParenteBeard LLC January 2012 - April 2012
Campaign for Working Families January 2011 - April 2011
Skills
Accounting, Auditing, Income Tax, Financial Analysis, Account Reconciliation, Tax Research, SAP FICO, Finance, SOX 404, Variance Analysis, Financial Reporting, GAAP, Monthly Close Process, Tax, Tax Accounting, Revenue Analysis, Hedge Accounting, Audit, Financial Planning, Microsoft Excel, Accounts Receivable, Teamwork, Access, Customer Service, Foreign Languages, ProSystem fx Tax, CCH Engagement, Bloomberg Terminal, Financial Modeling, Investran, Investier, G/L Reconciliations, Billing Process, Revenue Recognition, Entrepreneurship, Arbitration, SAP FI, AS400, IMS DB/DC
Education
Temple University - Fox School of Business & Management 2010 — 2012
Bachelor of Business Administration (BBA), Accounting and Finance
Montgomery County Community College 2007 — 2010
Associate's degree, Business Administration and Management, General, Summa Cum Laude
Ken Farsalas Ken Farsalas's SEI Experience June 1993 - December 1996
Job Principal and Portfolio Manager at Oberweis Asset Management
Industry Investment Management
Experience
Oberweis Asset Management November 2004 - Present
Dearborn Partners June 2000 - November 2004
Sterling Johnston Capital Management LP December 1996 - June 1999
SEI June 1993 - December 1996
Education
Northwestern University 1989 — 2003
BS, Journalism and Economics
The University of Chicago - Booth School of Business 1998 — 2000
MBA, Finance, Accounting
Oberweis Asset Management November 2004 - Present
Dearborn Partners June 2000 - November 2004
Sterling Johnston Capital Management LP December 1996 - June 1999
SEI June 1993 - December 1996
Education
Northwestern University 1989 — 2003
BS, Journalism and Economics
The University of Chicago - Booth School of Business 1998 — 2000
MBA, Finance, Accounting
Peggy Alvarado Peggy Alvarado's SEI Experience 2005 - 2007
Job PAM Business Analyst at AIG
Industry Information Technology and Services
Experience
AIG May 2010 - Present
SEI 2005 - 2007
Princeton Financial Systems 1995 - 2002
Goldman Sachs 1989 - 1995
Skills
Business Analysis
Education
New York University 1984 — 1988
Bachelor of Arts (B.A.), Computer Science
AIG May 2010 - Present
SEI 2005 - 2007
Princeton Financial Systems 1995 - 2002
Goldman Sachs 1989 - 1995
Skills
Business Analysis
Education
New York University 1984 — 1988
Bachelor of Arts (B.A.), Computer Science
Adam Marsteller Adam Marsteller's SEI Experience February 2004 - 2008
Job Manager, Investment Accounting at Global Indemnity
Industry Accounting
Experience
Global Indemnity June 2010 - Present
Capmark May 2008 - June 2010
SEI February 2004 - 2008
SEI Private Trust Company 2004 - 2005
Skills
Financial Reporting, Financial Analysis, Mutual Funds, Finance, Accounting, Hedge Funds, Investments, Risk Management, Alternative Investments, Portfolio Management, Equities
Education
Pennsylvania State University-Great Valley Graduate Center 2005 — 2007
MBA, Finance
Moravian College 1999 — 2003
Bachelors, Mathematics, Finance
University of Wollongong 2002 — 2002
Global Indemnity June 2010 - Present
Capmark May 2008 - June 2010
SEI February 2004 - 2008
SEI Private Trust Company 2004 - 2005
Skills
Financial Reporting, Financial Analysis, Mutual Funds, Finance, Accounting, Hedge Funds, Investments, Risk Management, Alternative Investments, Portfolio Management, Equities
Education
Pennsylvania State University-Great Valley Graduate Center 2005 — 2007
MBA, Finance
Moravian College 1999 — 2003
Bachelors, Mathematics, Finance
University of Wollongong 2002 — 2002
Chester Colburn Chester Colburn's SEI Experience November 2014 - Present
Job Mutual Fund Income Analyst at SEI
Industry Financial Services
Experience
SEI November 2014 - Present
Chetscape 2011 - Present
Paul L Tiers & Co. 2003 - 2014
The Univeristy of Pittsburgh August 2010 - December 2010
The Goldman Sachs Group, Inc June 2010 - August 2010
The Goldman Sachs Group, Inc July 2008 - August 2009
Skills
Microsoft Excel, Analysis, Risk Management, Financial Analysis, Microsoft Office, Public Speaking, Project Management, Financial Modeling, Data Analysis, Finance, PowerPoint, Research, Derivatives, Leadership, Economics
Education
University of Pittsburgh – College of Business Administration 2009 — 2011
Bachelor of Science, Business Administration; Finance
Northeastern University 2006 — 2008
BS: NA, Mathematics
Central Bucks West High School
SEI November 2014 - Present
Chetscape 2011 - Present
Paul L Tiers & Co. 2003 - 2014
The Univeristy of Pittsburgh August 2010 - December 2010
The Goldman Sachs Group, Inc June 2010 - August 2010
The Goldman Sachs Group, Inc July 2008 - August 2009
Skills
Microsoft Excel, Analysis, Risk Management, Financial Analysis, Microsoft Office, Public Speaking, Project Management, Financial Modeling, Data Analysis, Finance, PowerPoint, Research, Derivatives, Leadership, Economics
Education
University of Pittsburgh – College of Business Administration 2009 — 2011
Bachelor of Science, Business Administration; Finance
Northeastern University 2006 — 2008
BS: NA, Mathematics
Central Bucks West High School
Scott Sestak Scott Sestak's SEI Experience 2001 - 2009
Job Corporate Recruiter at Xerox
Industry Human Resources
Experience
Xerox Business Services - Healthcare Division August 2015 - Present
Kforce Inc. February 2013 - August 2015
Kforce Inc. August 2009 - January 2013
SEI 2001 - 2009
Mindbank Consulting Group 1997 - 2000
Integrated Systems Group, Inc. 1995 - 1997
Education
Old Dominion University 1992 — 1995
B.S. Business and Public Administration, Marketing Major
Northern Virginia Community College 1990 — 1992
Mechanical Engineering Degree Studies
Xerox Business Services - Healthcare Division August 2015 - Present
Kforce Inc. February 2013 - August 2015
Kforce Inc. August 2009 - January 2013
SEI 2001 - 2009
Mindbank Consulting Group 1997 - 2000
Integrated Systems Group, Inc. 1995 - 1997
Education
Old Dominion University 1992 — 1995
B.S. Business and Public Administration, Marketing Major
Northern Virginia Community College 1990 — 1992
Mechanical Engineering Degree Studies
Wes Hamilton Wes Hamilton's SEI Experience June 2015 - Present
Job at
Industry Accounting
Experience
SEI June 2015 - Present
Fairview Christian Academy May 2012 - Present
Fairview Christian Academy May 2012 - Present
Zwahlen's Ice Cream and Chocolate Company October 2009 - Present
Skills
Ice Cream, Baking, Food Service, Leadership, Microsoft Word, Microsoft Excel, PowerPoint, Public Speaking, Social Media, Leadership Development, Research
Education
Messiah College 2014 — 2016
Accounting
Montgomery County Community College 2012 — 2014
Associate of Science (A.S.), Business Administration and Management, General
SEI June 2015 - Present
Fairview Christian Academy May 2012 - Present
Fairview Christian Academy May 2012 - Present
Zwahlen's Ice Cream and Chocolate Company October 2009 - Present
Skills
Ice Cream, Baking, Food Service, Leadership, Microsoft Word, Microsoft Excel, PowerPoint, Public Speaking, Social Media, Leadership Development, Research
Education
Messiah College 2014 — 2016
Accounting
Montgomery County Community College 2012 — 2014
Associate of Science (A.S.), Business Administration and Management, General
Kevin Bearse's SEI Experience January 2015 - August 2015
Job Senior Analyst at Liberty SBF
Industry Financial Services
Experience
Liberty SBF September 2015 - Present
SEI January 2015 - August 2015
Stark Financial Group September 2014 - January 2015
Delta Tau Delta Fraternity 2010 - 2014
Northampton Country Club May 2011 - August 2013
Skills
Insurance, Health Insurance, Life Insurance, Financial Planning, Financial Services, Underwriting, Financial Analysis, Mortgage Underwriting, Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Social Media
Education
Penn State University 2010 — 2014
Bachelor's degree, Finance, General
Liberty High School 2007 — 2010
Liberty SBF September 2015 - Present
SEI January 2015 - August 2015
Stark Financial Group September 2014 - January 2015
Delta Tau Delta Fraternity 2010 - 2014
Northampton Country Club May 2011 - August 2013
Skills
Insurance, Health Insurance, Life Insurance, Financial Planning, Financial Services, Underwriting, Financial Analysis, Mortgage Underwriting, Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Social Media
Education
Penn State University 2010 — 2014
Bachelor's degree, Finance, General
Liberty High School 2007 — 2010
Robert Karppinen AINS, AU's SEI Experience September 2005 - April 2006
Job Marketing Representative at AutoOwners Insurance
Industry Insurance
Experience
Auto-Owners Insurance September 2013 - Present
Auto-Owners Insurance November 2011 - September 2013
Auto-Owners Insurance October 2009 - November 2011
SEI CCS August 2006 - October 2009
SEI CCS April 2006 - August 2006
SEI September 2005 - April 2006
Skills
Underwriting, Commercial Insurance, Commercial Lines, Life Insurance, Workers Compensation, Fixed Annuities, Disability Insurance, Account Management, Sales, Customer Service, Casualty
Education
Minnesota State University, Moorhead 1999 — 2005
Bachelor of Science, Communication Studies
Auto-Owners Insurance September 2013 - Present
Auto-Owners Insurance November 2011 - September 2013
Auto-Owners Insurance October 2009 - November 2011
SEI CCS August 2006 - October 2009
SEI CCS April 2006 - August 2006
SEI September 2005 - April 2006
Skills
Underwriting, Commercial Insurance, Commercial Lines, Life Insurance, Workers Compensation, Fixed Annuities, Disability Insurance, Account Management, Sales, Customer Service, Casualty
Education
Minnesota State University, Moorhead 1999 — 2005
Bachelor of Science, Communication Studies
Sharat Priya's SEI Experience January 2014 - Present
Job Consultant
Industry Investment Banking
Experience
SEI January 2014 - Present
Synechron September 2011 - January 2014
Birlasoft Limited March 2010 - November 2011
Tata Consultancy Services January 2003 - January 2010
Skills
PL/SQL, Investment Banking, Agile Methodologies, Unix, SDLC, Software Project..., Derivatives, Requirements Analysis, Management, Banking, Business Analysis, Capital Markets, Project Planning, Leadership, Requirements Gathering, Risk Management, Oracle
Education
Motilal Nehru National Institute Of Technology 2000 — 2003
Computer Science
St. Xavier's College
B.Sc, Physics
SEI January 2014 - Present
Synechron September 2011 - January 2014
Birlasoft Limited March 2010 - November 2011
Tata Consultancy Services January 2003 - January 2010
Skills
PL/SQL, Investment Banking, Agile Methodologies, Unix, SDLC, Software Project..., Derivatives, Requirements Analysis, Management, Banking, Business Analysis, Capital Markets, Project Planning, Leadership, Requirements Gathering, Risk Management, Oracle
Education
Motilal Nehru National Institute Of Technology 2000 — 2003
Computer Science
St. Xavier's College
B.Sc, Physics
Brianna Gartner's SEI Experience November 2005 - Present
Job
Industry Telecommunications
Experience
SEI November 2005 - Present
Education
UOP 2005 — 2008
Minnesota State University, Moorhead 2001 — 2004
Bachelors, Psychology
SEI November 2005 - Present
Education
UOP 2005 — 2008
Minnesota State University, Moorhead 2001 — 2004
Bachelors, Psychology
Sharon Skupski's SEI Experience July 2002 - Present
Job Payroll Manager at SEI
Industry Financial Services
Experience
SEI July 2002 - Present
Skills
Benefits Administration, ADP Payroll, Payroll, HRIS, Employee Benefits, 401k, Human Resources, Applicant Tracking..., Deferred Compensation, Onboarding, FMLA, Accounting, Financial Reporting, Performance Management, Process Improvement, Budgets, Microsoft Excel, Financial Analysis
Education
Montgomery County Community College
Accounting
SEI July 2002 - Present
Skills
Benefits Administration, ADP Payroll, Payroll, HRIS, Employee Benefits, 401k, Human Resources, Applicant Tracking..., Deferred Compensation, Onboarding, FMLA, Accounting, Financial Reporting, Performance Management, Process Improvement, Budgets, Microsoft Excel, Financial Analysis
Education
Montgomery County Community College
Accounting
Rajesh Voddiraju's SEI Experience 1994 - 2001
Job Serial Entrepreneur, Angel Investor/Mentor
Industry Computer Software
Experience
HealthiPASS Inc January 2013 - Present
Angel Investor/Mentor January 2013 - Present
CVM Solutions Inc May 2002 - January 2013
Smart Dimensions, Inc 2001 - 2002
SEI 1994 - 2001
Upjohn Pharmaceuticals 1992 - 1993
Skills
SaaS, Leadership, Cloud Computing, Enterprise Software, Business Intelligence, Strategic Partnerships, Software Project..., Professional Services, Salesforce.com, Program Management, Product Management, Business Analysis, Vendor Management, Management Consulting, Business Development, Business Strategy, Analytics, Strategic Planning, Agile Methodologies, Integration, Entrepreneurship, Strategy, Management, New Business Development, Requirements Analysis, Change Management, Software Development, CRM, Process Improvement, Project Management, ERP, Start-ups, Solution Selling, Team Leadership, Supplier Diversity, Lead Generation, B2B, Executive Management, Cross-functional Team..., Mergers & Acquisitions, IT Strategy, E-commerce, Business Process, Business Process..., Outsourcing, Angel Investing, Consulting, Competitive Analysis, Mobile Devices, Pre-sales
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2006 — 2006
Management Development for Entrepreneurs, Entrpreneurship
UCLA Anderson School of Management 2005 — 2005
Management Development for Entrepreneurs, Business Administration and Management, General
Western Michigan University 1991 — 1993
Master of Science (M.S.), Computer Science
Nagpur University 1987 — 1991
Bachelor of Engineering (B.E.), Computer Technology
HealthiPASS Inc January 2013 - Present
Angel Investor/Mentor January 2013 - Present
CVM Solutions Inc May 2002 - January 2013
Smart Dimensions, Inc 2001 - 2002
SEI 1994 - 2001
Upjohn Pharmaceuticals 1992 - 1993
Skills
SaaS, Leadership, Cloud Computing, Enterprise Software, Business Intelligence, Strategic Partnerships, Software Project..., Professional Services, Salesforce.com, Program Management, Product Management, Business Analysis, Vendor Management, Management Consulting, Business Development, Business Strategy, Analytics, Strategic Planning, Agile Methodologies, Integration, Entrepreneurship, Strategy, Management, New Business Development, Requirements Analysis, Change Management, Software Development, CRM, Process Improvement, Project Management, ERP, Start-ups, Solution Selling, Team Leadership, Supplier Diversity, Lead Generation, B2B, Executive Management, Cross-functional Team..., Mergers & Acquisitions, IT Strategy, E-commerce, Business Process, Business Process..., Outsourcing, Angel Investing, Consulting, Competitive Analysis, Mobile Devices, Pre-sales
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2006 — 2006
Management Development for Entrepreneurs, Entrpreneurship
UCLA Anderson School of Management 2005 — 2005
Management Development for Entrepreneurs, Business Administration and Management, General
Western Michigan University 1991 — 1993
Master of Science (M.S.), Computer Science
Nagpur University 1987 — 1991
Bachelor of Engineering (B.E.), Computer Technology
Larry Vinz's SEI Experience May 1997 - 2003
Job Business Analyst Department
Industry Marketing and Advertising
Experience
Citi September 2011 - Present
Findability Marketing January 2010 - Present
Citi May 2010 - September 2011
Meta Payment Systems September 2009 - February 2010
Silverpop March 2009 - September 2009
Kelly Services September 2008 - March 2009
Verety LLC November 2006 - July 2008
Hope Lutheran Church June 1996 - June 2006
Pepsi Americas, Inc 2003 - 2006
SEI May 1997 - 2003
Skills
Business Analysis, Problem Solving, Strategic Planning, Customer Relations, Product Management, Marketing, Project Management, Customer Service, Marketing Strategy, Cross-functional Team..., Team Leadership, Leadership, Sales, Program Management, Integration
Education
Minnesota State University, Moorhead 1989 — 1994
BS, Marketing, Bus Admin
Citi September 2011 - Present
Findability Marketing January 2010 - Present
Citi May 2010 - September 2011
Meta Payment Systems September 2009 - February 2010
Silverpop March 2009 - September 2009
Kelly Services September 2008 - March 2009
Verety LLC November 2006 - July 2008
Hope Lutheran Church June 1996 - June 2006
Pepsi Americas, Inc 2003 - 2006
SEI May 1997 - 2003
Skills
Business Analysis, Problem Solving, Strategic Planning, Customer Relations, Product Management, Marketing, Project Management, Customer Service, Marketing Strategy, Cross-functional Team..., Team Leadership, Leadership, Sales, Program Management, Integration
Education
Minnesota State University, Moorhead 1989 — 1994
BS, Marketing, Bus Admin
Frances Storz's SEI Experience December 1985 - November 1995
Job I help customers realize they must have your product!
Industry Building Materials
Experience
Ferguson Enterprises March 2015 - Present
Today's Patio June 2013 - November 2013
Apple Retail November 2010 - March 2012
Lennar Corporation August 2003 - December 2006
SEI December 1985 - November 1995
Skills
Sales, Selling, Customer Experience, iTunes, Retail, iLife, iPhoto, Keynote, Residential Homes, Garageband, Apple, iOS, Technology, Wine Tasting, Real Estate Transactions, Critical Thinking, Pinterest, iWork, iPod, iPhone, Social Media, customer success, Social Networking, Mortgage Lending, Real Estate Development, Customer Satisfaction, Winemaking, Viticulture, Product Demonstration, Merchandising, Cultural Intelligence, Cultural Diplomacy, Real Estate Staging, ArcGIS Explorer, Customer Engagement, Customer Service, Budgets, Event Planning, Leadership, Marketing, Real Estate, Training, Team Building, Management, Negotiation
Education
Colorado State University-Global 2012 — 2014
Bachelor of Science (B.S.)
MiraCosta College
Certificate
Ferguson Enterprises March 2015 - Present
Today's Patio June 2013 - November 2013
Apple Retail November 2010 - March 2012
Lennar Corporation August 2003 - December 2006
SEI December 1985 - November 1995
Skills
Sales, Selling, Customer Experience, iTunes, Retail, iLife, iPhoto, Keynote, Residential Homes, Garageband, Apple, iOS, Technology, Wine Tasting, Real Estate Transactions, Critical Thinking, Pinterest, iWork, iPod, iPhone, Social Media, customer success, Social Networking, Mortgage Lending, Real Estate Development, Customer Satisfaction, Winemaking, Viticulture, Product Demonstration, Merchandising, Cultural Intelligence, Cultural Diplomacy, Real Estate Staging, ArcGIS Explorer, Customer Engagement, Customer Service, Budgets, Event Planning, Leadership, Marketing, Real Estate, Training, Team Building, Management, Negotiation
Education
Colorado State University-Global 2012 — 2014
Bachelor of Science (B.S.)
MiraCosta College
Certificate
Guru Gurumoorthy's SEI Experience 1999 - 2002
Job at ITC Software Solutions Group
Industry Real Estate
Experience
ITC Software Solutions Group May 2008 - Present
First American May 2006 - August 2008
First American Title 1999 - 2006
SEI 1999 - 2002
Cognizant Technology Solutions 1996 - 1999
Skills
Software Project..., Agile Methodologies, SDLC, Microsoft SQL Server, SOA, .NET, Enterprise Architecture, Vendor Management, Web Services, TFS, Enterprise Software, Solution Architecture, SaaS, Software Development, Architecture, Cloud Computing, Integration, Requirements Analysis, Architectures
Education
Pondicherry Engineering College 2005 — 2006
M. Tech., Electronics and Commnication
Madurai Kamaraj University 1989 — 1993
BE, Electronics and Communication
Mohamed Sathak Engineering College 1989 — 1993
B.E, Electronics and Communications
ITC Software Solutions Group May 2008 - Present
First American May 2006 - August 2008
First American Title 1999 - 2006
SEI 1999 - 2002
Cognizant Technology Solutions 1996 - 1999
Skills
Software Project..., Agile Methodologies, SDLC, Microsoft SQL Server, SOA, .NET, Enterprise Architecture, Vendor Management, Web Services, TFS, Enterprise Software, Solution Architecture, SaaS, Software Development, Architecture, Cloud Computing, Integration, Requirements Analysis, Architectures
Education
Pondicherry Engineering College 2005 — 2006
M. Tech., Electronics and Commnication
Madurai Kamaraj University 1989 — 1993
BE, Electronics and Communication
Mohamed Sathak Engineering College 1989 — 1993
B.E, Electronics and Communications
Calvin Fisher's SEI Experience January 1996 - June 1998
Job Investment Regulatory Specialist
Industry Investment Management
Experience
BNY Mellon June 2012 - Present
Turner March 1999 - March 2012
Turner Investment Partners, Inc. 1999 - March 2012
SEI January 1996 - June 1998
SEI 1996 - 1998
First Investors Corp September 1995 - December 1996
Skills
Asset Management, Investments, Mutual Funds, Securities, Equities, Hedge Funds, Series 7, Alternative Investments, Capital Markets, Financial Services, Fixed Income, Investment Management
Education
Morehouse College 1991 — 1995
BA, Finance
BNY Mellon June 2012 - Present
Turner March 1999 - March 2012
Turner Investment Partners, Inc. 1999 - March 2012
SEI January 1996 - June 1998
SEI 1996 - 1998
First Investors Corp September 1995 - December 1996
Skills
Asset Management, Investments, Mutual Funds, Securities, Equities, Hedge Funds, Series 7, Alternative Investments, Capital Markets, Financial Services, Fixed Income, Investment Management
Education
Morehouse College 1991 — 1995
BA, Finance
Jody Kringler's SEI Experience 2001 - 2006
Job Financial Reporting Analyst at Razor Consulting Solutions
Industry Accounting
Experience
Razor Consulting Solutions September 2015 - Present
Expert Global Solutions February 2015 - Present
Archway Marketing Services June 2012 - January 2015
Moorhead Public Service August 2006 - June 2012
SEI 2001 - 2006
SEI April 2004 - December 2004
SEI January 2003 - April 2004
SEI November 2001 - March 2002
Sunmart Foods - Nash Finch Company July 1997 - November 2001
Skills
Accounts Receivable, Accounts Payable, Billing, Customer Service, Microsoft Office, PeopleSoft, Credit, Customer Satisfaction, General Ledger, Great Plains Software, Teamwork, Fax, Telephony, Postage Meter, Photocopier, 10 Key, Purchasing, SLA, Database Administration, Outlook, Quickbooks, Call Center, Documentation, Telephone Skills, Excel, Customer Relations, Word, Access, Problem Solving, PowerPoint, Accounting, Invoicing, Vendor Relations, Analysis, Financial Reporting, Account Management, Administration, Scheduling, Financial Statements, Microsoft Excel, Training
Education
Minnesota State University, Moorhead 1997 — 2001
Bachelor of Science Degree, International Business, Spanish
Minnesota State University, Moorhead
Bachelor of Science (B.S.), International Business
Razor Consulting Solutions September 2015 - Present
Expert Global Solutions February 2015 - Present
Archway Marketing Services June 2012 - January 2015
Moorhead Public Service August 2006 - June 2012
SEI 2001 - 2006
SEI April 2004 - December 2004
SEI January 2003 - April 2004
SEI November 2001 - March 2002
Sunmart Foods - Nash Finch Company July 1997 - November 2001
Skills
Accounts Receivable, Accounts Payable, Billing, Customer Service, Microsoft Office, PeopleSoft, Credit, Customer Satisfaction, General Ledger, Great Plains Software, Teamwork, Fax, Telephony, Postage Meter, Photocopier, 10 Key, Purchasing, SLA, Database Administration, Outlook, Quickbooks, Call Center, Documentation, Telephone Skills, Excel, Customer Relations, Word, Access, Problem Solving, PowerPoint, Accounting, Invoicing, Vendor Relations, Analysis, Financial Reporting, Account Management, Administration, Scheduling, Financial Statements, Microsoft Excel, Training
Education
Minnesota State University, Moorhead 1997 — 2001
Bachelor of Science Degree, International Business, Spanish
Minnesota State University, Moorhead
Bachelor of Science (B.S.), International Business
Heidi Job's SEI Experience Telecom AdministratorSEIJanuary 2007 - October 2008
Job Project Manager
Industry Telecommunications
Experience
SEI Telecom AdministratorSEIJanuary 2007 - October 2008
Education
Minnesota State University, Moorhead
SEI Telecom AdministratorSEIJanuary 2007 - October 2008
Education
Minnesota State University, Moorhead
Richard Pyle's SEI Experience 1998 - 2007
Job Problem Managment at Restaurant Technology Services LLC
Industry Information Services
Experience
Restaurant Technology Services LLC April 2010 - Present
SEI-LLC May 1994 - June 2010
SEI 1998 - 2007
Skills
Process Improvement, Call Center, Team Leadership, Business Analysis, Troubleshooting, Software Documentation, Call Centers, IT Service Management, ITIL, SharePoint, Disaster Recovery, Vendor Management, Management, IT Management, Leadership, Active Directory, Change Management
Education
North Dakota State University 1988 — 1992
Restaurant Technology Services LLC April 2010 - Present
SEI-LLC May 1994 - June 2010
SEI 1998 - 2007
Skills
Process Improvement, Call Center, Team Leadership, Business Analysis, Troubleshooting, Software Documentation, Call Centers, IT Service Management, ITIL, SharePoint, Disaster Recovery, Vendor Management, Management, IT Management, Leadership, Active Directory, Change Management
Education
North Dakota State University 1988 — 1992
Todd Keel's SEI Experience September 2001 - 2008
Job IT Project Manager at SEI Information Technology
Industry Computer Software
Kate Reilly's SEI Experience August 2006 - March 2007
Job Vice President, Operations & Marketing
Industry Marketing and Advertising
Experience
PPB Capital Partners, LLC March 2007 - Present
Trinity Preschool of Berwyn September 2009 - Present
Trinity Preschool of Berwyn May 2010 - May 2012
ECBM September 2011 - December 2011
3C Drilling, LLC January 2009 - May 2009
SEI August 2006 - March 2007
Zieger & Sons Wholesale Florist February 2002 - November 2005
SEI September 1999 - February 2002
PLANCO February 1996 - September 1999
Skills
Strategic Planning, Marketing Strategy, Copywriting, Strategy, Marketing, Marketing Management, Business Development, Sales, Investments, Budgets, Fundraising, Program Management, Selling, Mutual Funds, Alternative Investments, Project Planning, Integrated Marketing, Marketing Communications, Email Marketing, Social Media Marketing, Lead Generation, Digital Marketing, New Business Development, Contract Negotiation, Financial Services, Series 63
Education
Muhlenberg College 1991 — 1995
BS, Business Admin./Marketing
PPB Capital Partners, LLC March 2007 - Present
Trinity Preschool of Berwyn September 2009 - Present
Trinity Preschool of Berwyn May 2010 - May 2012
ECBM September 2011 - December 2011
3C Drilling, LLC January 2009 - May 2009
SEI August 2006 - March 2007
Zieger & Sons Wholesale Florist February 2002 - November 2005
SEI September 1999 - February 2002
PLANCO February 1996 - September 1999
Skills
Strategic Planning, Marketing Strategy, Copywriting, Strategy, Marketing, Marketing Management, Business Development, Sales, Investments, Budgets, Fundraising, Program Management, Selling, Mutual Funds, Alternative Investments, Project Planning, Integrated Marketing, Marketing Communications, Email Marketing, Social Media Marketing, Lead Generation, Digital Marketing, New Business Development, Contract Negotiation, Financial Services, Series 63
Education
Muhlenberg College 1991 — 1995
BS, Business Admin./Marketing
Saurabh Taneja's SEI Experience 2012 - Present
Job Technical Architect
Industry Information Technology and Services
Experience
NIIT Technologies Limited, USA February 2012 - Present
SEI 2012 - Present
NIIT Technologies Limited December 2007 - January 2012
Integrated Systems Management 2001 - 2007
Prakriti Technologies Limited 2005 - 2005
Thomson Infotech Pvt. Ltd. November 2000 - August 2001
Connect Internet Services September 1999 - October 2000
Skills
Software Project..., XML, ASP.NET, Web Services, C#, SDLC, Microsoft SQL Server, WCF, .NET, JavaScript, AJAX, Requirements Analysis, VB.NET, jQuery, ASP
Education
North Maharashtra University 1995 — 1999
Bachelor of Engineering (BE), Mechanical Engineering
Cambridge Foundation School, New Delhi, India 1994 — 1995
Science, 12th
NIIT Technologies Limited, USA February 2012 - Present
SEI 2012 - Present
NIIT Technologies Limited December 2007 - January 2012
Integrated Systems Management 2001 - 2007
Prakriti Technologies Limited 2005 - 2005
Thomson Infotech Pvt. Ltd. November 2000 - August 2001
Connect Internet Services September 1999 - October 2000
Skills
Software Project..., XML, ASP.NET, Web Services, C#, SDLC, Microsoft SQL Server, WCF, .NET, JavaScript, AJAX, Requirements Analysis, VB.NET, jQuery, ASP
Education
North Maharashtra University 1995 — 1999
Bachelor of Engineering (BE), Mechanical Engineering
Cambridge Foundation School, New Delhi, India 1994 — 1995
Science, 12th
Christopher Wenger's SEI Experience November 2012 - Present
Job Director of Client Service Private Banking Wealth Platform
Industry Financial Services
Experience
SEI November 2012 - Present
SEI Investments February 2010 - November 2012
SEI Investments July 2005 - February 2010
sei investments 2002 - 2008
SEI Investments 2002 - 2007
Vanguard Group 1999 - 2002
Education
Pennsylvania State University-Great Valley Graduate Center 2005 — 2008
MLD, Masters in Leadership Development
Messiah College 1994 — 1999
BA, Political Science
SEI November 2012 - Present
SEI Investments February 2010 - November 2012
SEI Investments July 2005 - February 2010
sei investments 2002 - 2008
SEI Investments 2002 - 2007
Vanguard Group 1999 - 2002
Education
Pennsylvania State University-Great Valley Graduate Center 2005 — 2008
MLD, Masters in Leadership Development
Messiah College 1994 — 1999
BA, Political Science
Thomas Iacovino's SEI Experience October 2001 - August 2004
Job Finance & Investments
Industry Real Estate
Experience
HFF May 2014 - August 2014
RAIT Financial Trust January 2010 - April 2014
Berwind Property Group March 2006 - December 2009
Urban Residential August 2005 - February 2006
SEI October 2001 - August 2004
Skills
Asset Management, Due Diligence, Real Estate, Investments, Dispositions, Investment Properties, Underwriting, Analysis, Research, Real Estate Finance, Financial Modeling, Financial Analysis, Portfolio Management, Valuation, Real Estate Development, Real Estate Investment, Market Analysis, Negotiation, Private Equity, Capital Markets, Corporate Finance, Leases, Debt, Real Estate Transactions, Excel, Loans, Cash Flow, Residential Homes, Multi Family Properties, Mezzanine, REO, Bridge Loans, Renovation, Acquisitions, Site Acquisition, Urban Redevelopment, Urban Infill, Urban Infill Development, Green Building, Transit-oriented..., Argus Modeling, Yardi, Alternative Investments, Brokerage, DCF, Securities, Real Estate Financing, Wealth Management, Bloomberg, DCF Valuation
Education
Penn State University 1995 — 1999
Bachelor of Science, Economics
New York University 2004 — 2006
Masters, Real Estate and Development
HFF May 2014 - August 2014
RAIT Financial Trust January 2010 - April 2014
Berwind Property Group March 2006 - December 2009
Urban Residential August 2005 - February 2006
SEI October 2001 - August 2004
Skills
Asset Management, Due Diligence, Real Estate, Investments, Dispositions, Investment Properties, Underwriting, Analysis, Research, Real Estate Finance, Financial Modeling, Financial Analysis, Portfolio Management, Valuation, Real Estate Development, Real Estate Investment, Market Analysis, Negotiation, Private Equity, Capital Markets, Corporate Finance, Leases, Debt, Real Estate Transactions, Excel, Loans, Cash Flow, Residential Homes, Multi Family Properties, Mezzanine, REO, Bridge Loans, Renovation, Acquisitions, Site Acquisition, Urban Redevelopment, Urban Infill, Urban Infill Development, Green Building, Transit-oriented..., Argus Modeling, Yardi, Alternative Investments, Brokerage, DCF, Securities, Real Estate Financing, Wealth Management, Bloomberg, DCF Valuation
Education
Penn State University 1995 — 1999
Bachelor of Science, Economics
New York University 2004 — 2006
Masters, Real Estate and Development
Neha Shilpi's SEI Experience October 2008 - March 2011
Job Vice President at Confluentia
Industry Capital Markets
Experience
Confluentia February 2015 - Present
Confluentia October 2011 - Present
JP Morgan Asset Management March 2011 - September 2011
SEI October 2008 - March 2011
Tata Consultancy Services September 2007 - September 2008
Goldman Sachs May 2004 - August 2007
DSL Software February 2004 - April 2004
Skills
Fixed Income, Derivatives, Risk Management, Reference Data, Quality Center, Microsoft Office, Cash Management, Credit Risk, EMIR Reporting, Collateral Management, Dodd-Frank, Wealth Management, Treasury Management, Business Requirement..., Functional Requirements, Logical Data Modeling, Cross Functional flow..., Interactive Flow Diagram, Microsoft SQL Server..., Advanced Excel, Business Objects, RDBMS, Microsoft Visio..., Functional Testing, UAT coordination, Pegasystems PRPC, Counterparty Risk, Credit Ratings, Credit Scoring, Syndicate Loans, Credit Trading..., Fixed Income Products, Accruals, Taxlot Accounting, Client Service..., Bloomberg Software, Attribute Mapping, Asset Control 2.8..., Corporate Actions, Data Analysis, Post Go Live Support, Go Live Support, Fixed Income Settlement..., Drools, Post Implementation..., HTML, XML, FpML, Trading, Business Requirements
Education
ICFAI 2002 — 2004
M.B.A., Finance
Patna University 1998 — 2001
Bachelor of Arts ., Economics
Saint Joseph's School
Xth
Confluentia February 2015 - Present
Confluentia October 2011 - Present
JP Morgan Asset Management March 2011 - September 2011
SEI October 2008 - March 2011
Tata Consultancy Services September 2007 - September 2008
Goldman Sachs May 2004 - August 2007
DSL Software February 2004 - April 2004
Skills
Fixed Income, Derivatives, Risk Management, Reference Data, Quality Center, Microsoft Office, Cash Management, Credit Risk, EMIR Reporting, Collateral Management, Dodd-Frank, Wealth Management, Treasury Management, Business Requirement..., Functional Requirements, Logical Data Modeling, Cross Functional flow..., Interactive Flow Diagram, Microsoft SQL Server..., Advanced Excel, Business Objects, RDBMS, Microsoft Visio..., Functional Testing, UAT coordination, Pegasystems PRPC, Counterparty Risk, Credit Ratings, Credit Scoring, Syndicate Loans, Credit Trading..., Fixed Income Products, Accruals, Taxlot Accounting, Client Service..., Bloomberg Software, Attribute Mapping, Asset Control 2.8..., Corporate Actions, Data Analysis, Post Go Live Support, Go Live Support, Fixed Income Settlement..., Drools, Post Implementation..., HTML, XML, FpML, Trading, Business Requirements
Education
ICFAI 2002 — 2004
M.B.A., Finance
Patna University 1998 — 2001
Bachelor of Arts ., Economics
Saint Joseph's School
Xth
Jayson Altmann's SEI Experience Congressional AideCongressman Tim Penny1987 - 1995
Job Inside Sales Account Rep at SEI
Industry Computer Software
Experience
SEI Congressional AideCongressman Tim Penny1987 - 1995
Education
Minnesota State University, Mankato 1984 — 1988
BS, Political Science
SEI Congressional AideCongressman Tim Penny1987 - 1995
Education
Minnesota State University, Mankato 1984 — 1988
BS, Political Science
Fran Gautreau's SEI Experience June 2015 - Present
Job SCRUM Master at SEI
Industry Information Technology and Services
Experience
SEI June 2015 - Present
SEI September 2014 - Present
CamaPlan January 2009 - Present
Saint-Gobain 1978 - 2008
Skills
Project Management, Business Analysis, Process Improvement, HRIS, PeopleSoft, Strategic Planning, Change Management, Team Leadership, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, ERP, CRM, Vendor Management, Business Intelligence, Infusionsoft, IT Operations, IT Management, Software Documentation, Business Process..., Business Process, Team Building, Leadership, Management, Sourcing, SAP, Human Resources, Program Management, Payroll, SDLC, Software Development
Education
Montgomery County Community College 1978 — 1979
computer science, Computer Science
Abington High School
SEI June 2015 - Present
SEI September 2014 - Present
CamaPlan January 2009 - Present
Saint-Gobain 1978 - 2008
Skills
Project Management, Business Analysis, Process Improvement, HRIS, PeopleSoft, Strategic Planning, Change Management, Team Leadership, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, ERP, CRM, Vendor Management, Business Intelligence, Infusionsoft, IT Operations, IT Management, Software Documentation, Business Process..., Business Process, Team Building, Leadership, Management, Sourcing, SAP, Human Resources, Program Management, Payroll, SDLC, Software Development
Education
Montgomery County Community College 1978 — 1979
computer science, Computer Science
Abington High School
Christy Lofgren's SEI Experience 1997 - 1997
Job Seeking Business/IT Career Opportunity at FargoMoorhead and Surrounding Area
Industry Computer Software
Experience
Fargo-Moorhead and Surrounding Area 2015 - Present
North Dakota University System 2009 - 2014
Microsoft 2004 - 2009
SEI CCS 1998 - 2004
SEI 1997 - 1997
Skills
Business Intelligence, SharePoint, Process Improvement, Change Management, Program Management, Cross-functional Team..., Management, SDLC, CRM, Requirements Analysis, Business Analysis, Analysis, Business Process..., Business Process, Leadership, IT Strategy, Management Consulting, Software Development, Knowledge Management
Education
North Dakota State University 2000 — 2002
MBA, Knowledge Management
Minnesota State University, Moorhead 1993 — 1997
Bachelor of Science, Business Management, minor in Computer Information Systems
Fargo-Moorhead and Surrounding Area 2015 - Present
North Dakota University System 2009 - 2014
Microsoft 2004 - 2009
SEI CCS 1998 - 2004
SEI 1997 - 1997
Skills
Business Intelligence, SharePoint, Process Improvement, Change Management, Program Management, Cross-functional Team..., Management, SDLC, CRM, Requirements Analysis, Business Analysis, Analysis, Business Process..., Business Process, Leadership, IT Strategy, Management Consulting, Software Development, Knowledge Management
Education
North Dakota State University 2000 — 2002
MBA, Knowledge Management
Minnesota State University, Moorhead 1993 — 1997
Bachelor of Science, Business Management, minor in Computer Information Systems
Robert Stauffer's SEI Experience January 1988 - August 2002
Job Sales Manager / President at National Careers Corporation
Industry Staffing and Recruiting
Experience
National Career Consultants January 2003 - Present
National Careers Corporation January 2003 - Present
SEI January 1988 - August 2002
Northeast Jet January 1983 - January 1988
Education
Northampton Community College
Buisness / Real Estate
National Career Consultants January 2003 - Present
National Careers Corporation January 2003 - Present
SEI January 1988 - August 2002
Northeast Jet January 1983 - January 1988
Education
Northampton Community College
Buisness / Real Estate
Vickie Ostendorf's SEI Experience June 1999 - April 2010
Job Supplier Manager
Industry Computer Hardware
Experience
RTS - Restaurant Technology Services May 2010 - Present
SEI June 1999 - April 2010
Skills
Performance Management, Leadership, Vendor Management, Team Leadership, Call Center, Process Improvement, Change Management, Program Management, Cross-functional Team..., Call Centers, Business Process..., Outsourcing, Business Analysis
Education
Minnesota State University, Moorhead 1998 — 1999
NA, General Studies
RTS - Restaurant Technology Services May 2010 - Present
SEI June 1999 - April 2010
Skills
Performance Management, Leadership, Vendor Management, Team Leadership, Call Center, Process Improvement, Change Management, Program Management, Cross-functional Team..., Call Centers, Business Process..., Outsourcing, Business Analysis
Education
Minnesota State University, Moorhead 1998 — 1999
NA, General Studies
Leon Laffredo's SEI Experience Account RepresentativeSEI Investments1998 - 2008
Job Account Representative at SEI
Industry Financial Services
Experience
SEI Account RepresentativeSEI Investments1998 - 2008
Skills
Financial Services, Process Improvement, Banking, Business Analysis
Education
Montgomery County Community College 1986 — 1989
SEI Account RepresentativeSEI Investments1998 - 2008
Skills
Financial Services, Process Improvement, Banking, Business Analysis
Education
Montgomery County Community College 1986 — 1989
Robert Ervin's SEI Experience June 2014 - September 2014
Job President at Peconic Advisors, LLC
Industry Investment Management
Experience
Peconic Advisors, LLC September 2014 - Present
SEI June 2014 - September 2014
LibreMax Capital LLC June 2010 - October 2012
Bear Stearns Asset Management July 2004 - August 2009
Symmetry Management February 2002 - March 2003
NWI Management January 2000 - December 2001
New World Investments Group March 1994 - May 1998
Citibank June 1992 - March 1994
Skills
Hedge Funds, Alternative Investments, Equities, Fixed Income, Asset Managment, Derivatives, Fund Of Funds, Securities, Asset Allocation, Middle Office, Investments, Portfolio Management, Bloomberg, Options, Capital Markets, Swaps, Bonds, Investment Management, Trading, FX Options, Finance, Asset Management
Education
Penn State University 1998 — 2004
MBA, Finance
Penn State University 1987 — 1991
B.S., Finance
Conestoga HS
Peconic Advisors, LLC September 2014 - Present
SEI June 2014 - September 2014
LibreMax Capital LLC June 2010 - October 2012
Bear Stearns Asset Management July 2004 - August 2009
Symmetry Management February 2002 - March 2003
NWI Management January 2000 - December 2001
New World Investments Group March 1994 - May 1998
Citibank June 1992 - March 1994
Skills
Hedge Funds, Alternative Investments, Equities, Fixed Income, Asset Managment, Derivatives, Fund Of Funds, Securities, Asset Allocation, Middle Office, Investments, Portfolio Management, Bloomberg, Options, Capital Markets, Swaps, Bonds, Investment Management, Trading, FX Options, Finance, Asset Management
Education
Penn State University 1998 — 2004
MBA, Finance
Penn State University 1987 — 1991
B.S., Finance
Conestoga HS
Nathaniel Eber's SEI Experience March 2012 - Present
Job Business Analyst at SEI
Industry Financial Services
Experience
SEI March 2012 - Present
SEI September 2010 - March 2012
SEI March 2009 - September 2010
SEI Investments June 2007 - March 2009
Skills
Accounting, Account Reconciliation, Management, Hedge Funds, Internal Controls, Investments, Due Diligence, Training, General Ledger, Trading, Investment Strategies, Pricing, Mutual Funds
Education
Neumann College 2002 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Neumann University
BS, Business Administration
SEI March 2012 - Present
SEI September 2010 - March 2012
SEI March 2009 - September 2010
SEI Investments June 2007 - March 2009
Skills
Accounting, Account Reconciliation, Management, Hedge Funds, Internal Controls, Investments, Due Diligence, Training, General Ledger, Trading, Investment Strategies, Pricing, Mutual Funds
Education
Neumann College 2002 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Neumann University
BS, Business Administration
Andy Shields's SEI Experience May 2005 - December 2005
Job Senior Financial Analyst at Vanguard
Industry Financial Services
Experience
Vanguard April 2012 - Present
Kinetic Concepts March 2009 - February 2012
SAP Asia-Pacific-Japan December 2007 - February 2009
SAP Americas December 2005 - December 2007
SEI May 2005 - December 2005
Skills
Financial Analysis, Forecasting, Budgeting, Process Improvement, PowerPoint, Analysis, Excel, Financial Reporting, Business Analysis, Word, SAP, Business Strategy, Microsoft Office, Problem Solving, Financial Modeling, Teamwork, Windows, Project Management, Training, Team Management, Budgets
Education
West Chester University of Pennsylvania 2007 — 2011
MBA
Northwest Missouri State University 2001 — 2005
Bachelor of Science, Finance
Vanguard April 2012 - Present
Kinetic Concepts March 2009 - February 2012
SAP Asia-Pacific-Japan December 2007 - February 2009
SAP Americas December 2005 - December 2007
SEI May 2005 - December 2005
Skills
Financial Analysis, Forecasting, Budgeting, Process Improvement, PowerPoint, Analysis, Excel, Financial Reporting, Business Analysis, Word, SAP, Business Strategy, Microsoft Office, Problem Solving, Financial Modeling, Teamwork, Windows, Project Management, Training, Team Management, Budgets
Education
West Chester University of Pennsylvania 2007 — 2011
MBA
Northwest Missouri State University 2001 — 2005
Bachelor of Science, Finance
Sharlene Conway's SEI Experience March 2015 - Present
Job Governance User Acces at SEI
Industry Financial Services
Experience
SEI March 2015 - Present
Macquarie Group November 2008 - December 2013
Superpartners May 2006 - June 2008
Southern Cross Health Insurance May 2006 - April 2007
Westpac January 2005 - May 2006
Hyatt 2000 - 2005
Skills
Change Management, Customer Service, Stakeholder Management, Business Strategy, Process Improvement, People Management, Quality Assurance
Education
Northwestern State University 1996 — 2000
Bachelor's Degree, Hospitality Administration/Management
Northwestern State University
Bachelor of Science (B.S.), Hospitality Administration/Management
SEI March 2015 - Present
Macquarie Group November 2008 - December 2013
Superpartners May 2006 - June 2008
Southern Cross Health Insurance May 2006 - April 2007
Westpac January 2005 - May 2006
Hyatt 2000 - 2005
Skills
Change Management, Customer Service, Stakeholder Management, Business Strategy, Process Improvement, People Management, Quality Assurance
Education
Northwestern State University 1996 — 2000
Bachelor's Degree, Hospitality Administration/Management
Northwestern State University
Bachelor of Science (B.S.), Hospitality Administration/Management
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
Kody Backman's SEI Experience August 2004 - March 2005
Job Technology Coordinator Bottineau Public Schools
Industry Information Technology and Services
Experience
Noridian Mutual Insurance System Application AdministratorBCBSND2007 - Present
WorkforceROI 2004 - 2006
sei August 2004 - March 2005
Education
Minot State University 1995 — 1997
AS, Math
Noridian Mutual Insurance System Application AdministratorBCBSND2007 - Present
WorkforceROI 2004 - 2006
sei August 2004 - March 2005
Education
Minot State University 1995 — 1997
AS, Math
Allen Moulton's SEI Experience January 1984 - December 1989
Job Researcher at MIT Sloan School of Management
Industry Information Technology and Services
Experience
MIT Sociotechnical Systems Research Center January 2010 - Present
MIT Sloan School of Management September 1975 - Present
Boston Computer Society 1983 - 1996
EJV Partners May 1990 - March 1993
SEI January 1984 - December 1989
TMI Systems 1975 - 1980
University of Miami School of Business January 1975 - June 1975
Skills
Systems Engineering, Cloud Computing, Entrepreneurship, Software Development, Analysis, Analytics, Management, System Architecture, Software Engineering
Education
Massachusetts Institute of Technology - Sloan School of Management 1968 — 1975
PhD (ABD), Management Information Technology
Massachusetts Institute of Technology 1964 — 1968
SB, Political Science & Information Technology
St. Paul's School, Brooklandville, MD 1953 — 1964
H.S. Diploma
MIT Sociotechnical Systems Research Center January 2010 - Present
MIT Sloan School of Management September 1975 - Present
Boston Computer Society 1983 - 1996
EJV Partners May 1990 - March 1993
SEI January 1984 - December 1989
TMI Systems 1975 - 1980
University of Miami School of Business January 1975 - June 1975
Skills
Systems Engineering, Cloud Computing, Entrepreneurship, Software Development, Analysis, Analytics, Management, System Architecture, Software Engineering
Education
Massachusetts Institute of Technology - Sloan School of Management 1968 — 1975
PhD (ABD), Management Information Technology
Massachusetts Institute of Technology 1964 — 1968
SB, Political Science & Information Technology
St. Paul's School, Brooklandville, MD 1953 — 1964
H.S. Diploma
Christopher DAquino's SEI Experience November 2007 - March 2008
Job Senior Accountant at Parsons Brinckerhoff (Balfour Beatty)
Industry Accounting
Experience
Parsons Brinckerhoff March 2009 - Present
Balfour Beatty Investments March 2009 - March 2013
Lambrides, Lamos, Taylor CPAs, LLP March 2008 - March 2009
SEI November 2007 - March 2008
Skills
Financial Reporting, Financial Accounting, Oracle Applications, Budgeting, IFRS, GAAP, Microsoft Excel, Internal Controls, Financial Statements, Business Planning, Management, Financial Analysis, Financial Modeling, Account Reconciliation, Corporate Finance, Financial Forecasting, Fund Accounting, Strategic Financial..., Wealth Management, Project Management, Banking, Auditing, Corporate Tax, Accounting, Tax, Series 63, Analysis, Retirement Planning, Business Analysis, Process Improvement, Bloomberg, Change Management, Budgets, Series 7, Business Process..., Microsoft Office
Education
Messiah College 2004 — 2007
B.S., Accounting
International Business Institute
Parsons Brinckerhoff March 2009 - Present
Balfour Beatty Investments March 2009 - March 2013
Lambrides, Lamos, Taylor CPAs, LLP March 2008 - March 2009
SEI November 2007 - March 2008
Skills
Financial Reporting, Financial Accounting, Oracle Applications, Budgeting, IFRS, GAAP, Microsoft Excel, Internal Controls, Financial Statements, Business Planning, Management, Financial Analysis, Financial Modeling, Account Reconciliation, Corporate Finance, Financial Forecasting, Fund Accounting, Strategic Financial..., Wealth Management, Project Management, Banking, Auditing, Corporate Tax, Accounting, Tax, Series 63, Analysis, Retirement Planning, Business Analysis, Process Improvement, Bloomberg, Change Management, Budgets, Series 7, Business Process..., Microsoft Office
Education
Messiah College 2004 — 2007
B.S., Accounting
International Business Institute
Kevin R Olsen's SEI Experience April 2014 - Present
Job FBI/SSABT/CIRG/HDRU/RET.
Industry Law Enforcement
Experience
SEI April 2014 - Present
CIRG March 2001 - March 2014
FBI Miami March 1988 - March 2001
Skills
SWAT Certified, Firearms Instructor, Tactical Instructor, Special Agent Bomb..., Counterterrorism, SWAT, Firearms, Enforcement, Homeland Security, Weapons, Investigation, Surveillance, Private Investigations, Criminal Investigations, National Security, Physical Security, Criminal Justice, DoD, Security Operations, Intelligence Analysis, Corporate Security, Security Clearance, Tactics, Emergency Management, Intelligence, Executive Protection, Internal Investigations, Security Management, Federal Law Enforcement, Security, Evidence, Counterintelligence, Special Operations, Interrogation, Fraud, Police, Crisis Management, Navy, Risk Assessment
Education
Naval Postgraduate School 1982 — 1983
MS, Information Systems
SEI April 2014 - Present
CIRG March 2001 - March 2014
FBI Miami March 1988 - March 2001
Skills
SWAT Certified, Firearms Instructor, Tactical Instructor, Special Agent Bomb..., Counterterrorism, SWAT, Firearms, Enforcement, Homeland Security, Weapons, Investigation, Surveillance, Private Investigations, Criminal Investigations, National Security, Physical Security, Criminal Justice, DoD, Security Operations, Intelligence Analysis, Corporate Security, Security Clearance, Tactics, Emergency Management, Intelligence, Executive Protection, Internal Investigations, Security Management, Federal Law Enforcement, Security, Evidence, Counterintelligence, Special Operations, Interrogation, Fraud, Police, Crisis Management, Navy, Risk Assessment
Education
Naval Postgraduate School 1982 — 1983
MS, Information Systems
Rachel Lebiedzinski's SEI Experience December 2013 - June 2014
Job Talent Acquisition at TechFresh.co
Industry Human Resources
Experience
TechFresh.co January 2010 - Present
SEI December 2013 - June 2014
Pharma-BioServ, Inc. 2009 - 2009
blue plate minds, inc. 2003 - 2006
Iron Mountain 2002 - 2003
Skills
Human Resource..., Human Resources, Leadership, Recruiting, Employee Relations, Applicant Tracking..., Management
Education
Saint Joseph's University
Master of Science (MS), Organizational Leadership
Merrimack College 1989 — 1993
Bachelor of Business Administration (BBA), Marketing
TechFresh.co January 2010 - Present
SEI December 2013 - June 2014
Pharma-BioServ, Inc. 2009 - 2009
blue plate minds, inc. 2003 - 2006
Iron Mountain 2002 - 2003
Skills
Human Resource..., Human Resources, Leadership, Recruiting, Employee Relations, Applicant Tracking..., Management
Education
Saint Joseph's University
Master of Science (MS), Organizational Leadership
Merrimack College 1989 — 1993
Bachelor of Business Administration (BBA), Marketing
Venkat Adiraju's SEI Experience April 2010 - Present
Job Sr. Oracle Database Administrator
Industry Financial Services
Experience
SEI April 2010 - Present
Premier, Inc. October 2000 - April 2010
Infotech January 2000 - September 2000
Skills
Oracle RAC, Performance Tuning, Change Data Capture, Oracle Streams, Unix Shell Scripting, Perl Script, Data Guard, GoldenGate, Disaster Recovery, ETL, PL/SQL, RMAN, Data Modeling, Oracle, Databases, Agile Methodologies, Shell Scripting
Education
Osmania University
SEI April 2010 - Present
Premier, Inc. October 2000 - April 2010
Infotech January 2000 - September 2000
Skills
Oracle RAC, Performance Tuning, Change Data Capture, Oracle Streams, Unix Shell Scripting, Perl Script, Data Guard, GoldenGate, Disaster Recovery, ETL, PL/SQL, RMAN, Data Modeling, Oracle, Databases, Agile Methodologies, Shell Scripting
Education
Osmania University
Shane Linkous's SEI Experience April 2008 - May 2010
Job Staff Accountant at University of South Florida
Industry Accounting
Experience
University of South Florida September 2013 - Present
New College of Florida August 2011 - September 2013
Custom Carts, Inc March 2011 - August 2011
SEI April 2008 - May 2010
PNC Global Investment Servicing October 2006 - April 2008
Skills
Accounting, Financial Accounting, Finance, Microsoft Excel, Financial Analysis, Research, Data Analysis, Budgets, Customer Service, Higher Education, Microsoft Office, Outlook, Process Improvement, Management, Policy, Business Analysis
Education
Temple University - Fox School of Business and Management 2007 — 2009
Masters, Accounting and Financial Management
City College of New York 2002 — 2004
BA
New College of Florida 1993 — 1996
University of South Florida September 2013 - Present
New College of Florida August 2011 - September 2013
Custom Carts, Inc March 2011 - August 2011
SEI April 2008 - May 2010
PNC Global Investment Servicing October 2006 - April 2008
Skills
Accounting, Financial Accounting, Finance, Microsoft Excel, Financial Analysis, Research, Data Analysis, Budgets, Customer Service, Higher Education, Microsoft Office, Outlook, Process Improvement, Management, Policy, Business Analysis
Education
Temple University - Fox School of Business and Management 2007 — 2009
Masters, Accounting and Financial Management
City College of New York 2002 — 2004
BA
New College of Florida 1993 — 1996
Natalia Dinina's SEI Experience January 2010 - March 2012
Job Brand Ambassador/ Marketing Manager at Koppert Cress USA
Industry Food Production
Experience
Koppert Cress USA February 2015 - Present
Fit Life NY January 2007 - Present
Black Diamond Caviar May 2013 - January 2015
Wild Edibles March 2012 - May 2013
ARAMARK February 2012 - February 2013
SEI January 2010 - March 2012
Prudential Douglas Elliman January 2007 - January 2011
Skills
Wellness, Fitness, Nutritional Counseling, Nutrition, Lifestyle, Food, Recipes, Yoga, Pain Management, Wellness Coaching, Holistic Health, Nutrition Education, Weight, Supplements, Wellbeing, Food Allergies, Lifestyle Coaching, Public Speaking, Detoxification, Sports, Event Planning, Sales Management, International Sales, Sales, Seafood, Restaurants, Restaurant Management, Restaurant Reviews, Menu Development, Menu Costing, Consultation, New Business Development, Marketing Communications, Logistics, Inventory Management, Fisheries, Social Networking, Customer Service, Cooking, Lead Generation, Entrepreneurship, Cold Calling, Retail, Hospitality, Marketing, Culinary Skills, Small Business, Event Management, Food & Beverage
Education
New York University 2008 — 2012
Food Science, Nutrition
Institute Integrative Nutrition 2006 — 2007
Integrative Nutrition, Foods, Nutrition, and Wellness Studies, General
Koppert Cress USA February 2015 - Present
Fit Life NY January 2007 - Present
Black Diamond Caviar May 2013 - January 2015
Wild Edibles March 2012 - May 2013
ARAMARK February 2012 - February 2013
SEI January 2010 - March 2012
Prudential Douglas Elliman January 2007 - January 2011
Skills
Wellness, Fitness, Nutritional Counseling, Nutrition, Lifestyle, Food, Recipes, Yoga, Pain Management, Wellness Coaching, Holistic Health, Nutrition Education, Weight, Supplements, Wellbeing, Food Allergies, Lifestyle Coaching, Public Speaking, Detoxification, Sports, Event Planning, Sales Management, International Sales, Sales, Seafood, Restaurants, Restaurant Management, Restaurant Reviews, Menu Development, Menu Costing, Consultation, New Business Development, Marketing Communications, Logistics, Inventory Management, Fisheries, Social Networking, Customer Service, Cooking, Lead Generation, Entrepreneurship, Cold Calling, Retail, Hospitality, Marketing, Culinary Skills, Small Business, Event Management, Food & Beverage
Education
New York University 2008 — 2012
Food Science, Nutrition
Institute Integrative Nutrition 2006 — 2007
Integrative Nutrition, Foods, Nutrition, and Wellness Studies, General
Cyle Thompson's SEI Experience May 2005 - February 2008
Job Lead Technical Support Specialist
Industry Higher Education
Experience
University of North Dakota June 2010 - Present
University of North Dakota February 2009 - June 2010
University of North Dakota February 2008 - January 2009
SEI May 2005 - February 2008
Skills
Windows 7, Windows Server, Troubleshooting, Computer Hardware, System Administration, Windows, Active Directory, Technical Support, Servers, OS X, XP, Linux, VMware, Network Administration, Microsoft Exchange, Operating Systems, Printers, Windows 8, FOG, PDQ Deploy, Microsoft Office
Education
Northland Community and Technical College 2004 — 2006
Associates, Computer Networking and Service
University of North Dakota June 2010 - Present
University of North Dakota February 2009 - June 2010
University of North Dakota February 2008 - January 2009
SEI May 2005 - February 2008
Skills
Windows 7, Windows Server, Troubleshooting, Computer Hardware, System Administration, Windows, Active Directory, Technical Support, Servers, OS X, XP, Linux, VMware, Network Administration, Microsoft Exchange, Operating Systems, Printers, Windows 8, FOG, PDQ Deploy, Microsoft Office
Education
Northland Community and Technical College 2004 — 2006
Associates, Computer Networking and Service
Amber-Lee Lazowicki's SEI Experience June 2014 - Present
Job Fund Accountant at SEI
Industry Financial Services
Experience
SEI June 2014 - Present
Wingman Bar and Grill January 2011 - October 2014
Tri County Area Federal Credit Union October 2012 - August 2013
American Heritage Federal Credit Union July 2010 - June 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Java, SQL, Social Media, Public Speaking, Outlook, Access, Analysis, Team Leadership
Education
Philadelphia University 2014 — 2014
Master of Business Administration (M.B.A.), CFA, 3.97
Macquarie University 2009 — 2010
Bachelor of Applied Science (B.A.Sc.), Finance, General
SEI June 2014 - Present
Wingman Bar and Grill January 2011 - October 2014
Tri County Area Federal Credit Union October 2012 - August 2013
American Heritage Federal Credit Union July 2010 - June 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Java, SQL, Social Media, Public Speaking, Outlook, Access, Analysis, Team Leadership
Education
Philadelphia University 2014 — 2014
Master of Business Administration (M.B.A.), CFA, 3.97
Macquarie University 2009 — 2010
Bachelor of Applied Science (B.A.Sc.), Finance, General
David Rueter's SEI Experience September 2013 - Present
Job New Business Team at SEI
Industry Financial Services
Experience
SEI September 2013 - Present
SEI September 2012 - September 2013
State Street May 2011 - September 2012
State Street November 2008 - May 2011
SEI June 2007 - October 2008
Education
Niagara University 2002 — 2006
Bachelor's, Business/Marketing
SEI September 2013 - Present
SEI September 2012 - September 2013
State Street May 2011 - September 2012
State Street November 2008 - May 2011
SEI June 2007 - October 2008
Education
Niagara University 2002 — 2006
Bachelor's, Business/Marketing
Kathryn Weismantel's SEI Experience 1993 - 1995
Job Director of Marketing, Health & Life Sciences at Oliver Wyman
Industry Management Consulting
Experience
Oliver Wyman January 2015 - Present
Oliver Wyman 2009 - 2014
ChapterHouse, LLC 2002 - 2009
A.T. Kearney 1999 - 2001
Scudder Investments 1995 - 1999
SEI 1993 - 1995
Skills
Competitive Analysis, Segmentation, Marketing Strategy, Management Consulting, Strategy, Business Strategy, Strategic Planning, Business Planning, Market Entry, Market Research, New Business Development, Project Management, Customer Insight, Product Development, Marketing Research, Analytics, Marketing, Market Analysis, Healthcare, Leadership
Education
Northwestern University - Kellogg School of Management 1996 — 1999
MBA, Marketing and Management
University of Notre Dame 1989 — 1993
BA, English and Economics, cum laude
Oliver Wyman January 2015 - Present
Oliver Wyman 2009 - 2014
ChapterHouse, LLC 2002 - 2009
A.T. Kearney 1999 - 2001
Scudder Investments 1995 - 1999
SEI 1993 - 1995
Skills
Competitive Analysis, Segmentation, Marketing Strategy, Management Consulting, Strategy, Business Strategy, Strategic Planning, Business Planning, Market Entry, Market Research, New Business Development, Project Management, Customer Insight, Product Development, Marketing Research, Analytics, Marketing, Market Analysis, Healthcare, Leadership
Education
Northwestern University - Kellogg School of Management 1996 — 1999
MBA, Marketing and Management
University of Notre Dame 1989 — 1993
BA, English and Economics, cum laude
Andrew Fusco's SEI Experience November 2010 - March 2013
Job Mutual Fund Administration
Industry Accounting
Experience
Nationwide Funds October 2013 - Present
Siemens Healthcare February 2013 - October 2013
SEI November 2010 - March 2013
SEI June 2010 - November 2010
SEI July 2008 - June 2010
Education
Strayer University 2014 — 2018
Master of Business Administration (M.B.A.), Finance, General
Moravian College 2004 — 2008
Business Management, Accounting
Nationwide Funds October 2013 - Present
Siemens Healthcare February 2013 - October 2013
SEI November 2010 - March 2013
SEI June 2010 - November 2010
SEI July 2008 - June 2010
Education
Strayer University 2014 — 2018
Master of Business Administration (M.B.A.), Finance, General
Moravian College 2004 — 2008
Business Management, Accounting
Gregory Brennan's SEI Experience June 2013 - October 2014
Job Global Cash Management Specialist at Marriott International
Industry Financial Services
Experience
Marriott International October 2014 - Present
SEI June 2013 - October 2014
Systems Alliance, Inc July 2012 - March 2013
Viacom September 2012 - January 2013
Small Bone Innovations, Inc. July 2011 - September 2011
AirClic July 2007 - June 2009
Skills
Microsoft Excel, PowerPoint, Sales, Salesforce.com, Financial Analysis, Microsoft Office, Finance, Social Media Marketing, Leadership, Bloomberg Terminal, Social Media, Accounting, Microsoft Word, Tumblr, Business Development, Marketing, Mutual Funds, Fund Of Funds, Foreign Currency..., Sweep Accounts, Marketing Communications, Money Market Funds, Commercial Paper, Marketing Strategy, Pricing Analysis, Cash Management
Education
Pace University 2009 — 2012
BBA, Finance
Pace University - Lubin School of Business 2009 — 2012
Bachelor of Business Administration (BBA), Finance, General
Holy Ghost Preparatory School 2005 — 2009
High School Diploma
Marriott International October 2014 - Present
SEI June 2013 - October 2014
Systems Alliance, Inc July 2012 - March 2013
Viacom September 2012 - January 2013
Small Bone Innovations, Inc. July 2011 - September 2011
AirClic July 2007 - June 2009
Skills
Microsoft Excel, PowerPoint, Sales, Salesforce.com, Financial Analysis, Microsoft Office, Finance, Social Media Marketing, Leadership, Bloomberg Terminal, Social Media, Accounting, Microsoft Word, Tumblr, Business Development, Marketing, Mutual Funds, Fund Of Funds, Foreign Currency..., Sweep Accounts, Marketing Communications, Money Market Funds, Commercial Paper, Marketing Strategy, Pricing Analysis, Cash Management
Education
Pace University 2009 — 2012
BBA, Finance
Pace University - Lubin School of Business 2009 — 2012
Bachelor of Business Administration (BBA), Finance, General
Holy Ghost Preparatory School 2005 — 2009
High School Diploma
Cliff Boren's SEI Experience 2010 - 2012
Job Global Sourcing and Product Development Leader
Industry Furniture
Experience
Rare Earth Group 2012 - Present
SEI 2010 - 2012
World Factory 2006 - 2009
Davis International dba Weavers Inc. 2003 - 2006
Verizon Information Services 2002 - 2003
Verizon Information Services 2001 - 2002
Skills
Sales Management, Management Consulting, Customer Service, New Business Development, Project Management, Negotiation, Strategic Planning, Teaching, Team Building, Microsoft Office, Change Management, Microsoft Excel, Business Strategy, Sales, Leadership Development
Education
Millsaps College
Bachelor of Arts (B.A.), Sociology
Rare Earth Group 2012 - Present
SEI 2010 - 2012
World Factory 2006 - 2009
Davis International dba Weavers Inc. 2003 - 2006
Verizon Information Services 2002 - 2003
Verizon Information Services 2001 - 2002
Skills
Sales Management, Management Consulting, Customer Service, New Business Development, Project Management, Negotiation, Strategic Planning, Teaching, Team Building, Microsoft Office, Change Management, Microsoft Excel, Business Strategy, Sales, Leadership Development
Education
Millsaps College
Bachelor of Arts (B.A.), Sociology
Eric Riehl's SEI Experience August 1993 - May 1998
Job Vice President, Finance at Morgan Stanley Investment Management
Industry Investment Management
Experience
Morgan Stanley Investment Management May 1998 - Present
SEI August 1993 - May 1998
Vanguard May 1990 - August 1993
Skills
Asset Management, Alternative Investments, Equities, Investments, Mutual Funds, Hedge Funds, Financial Services, Fixed Income, Portfolio Management, Financial Analysis
Education
Penn State University 1984 — 1988
Bachelor of Business Administration (B.B.A.), Marketing
Morgan Stanley Investment Management May 1998 - Present
SEI August 1993 - May 1998
Vanguard May 1990 - August 1993
Skills
Asset Management, Alternative Investments, Equities, Investments, Mutual Funds, Hedge Funds, Financial Services, Fixed Income, Portfolio Management, Financial Analysis
Education
Penn State University 1984 — 1988
Bachelor of Business Administration (B.B.A.), Marketing
Danny Sample's SEI Experience
Job Owner, SEI
Industry Construction
Experience
SEI
Skills
Marketing Strategy, Strategic Planning, New Business Development, Product Development, Sales Management, Budgets, Operations Management, Project Planning, Microsoft Office, Marketing, Sales, Contract Negotiation, Negotiation, Customer Service, Project Management, Program Management, Sales Operations, Leadership, Account Management, B2B, Business Development, Selling, Process Improvement
Education
Western Illinois University 1992 — 1994
Bachelor of Arts (BA), 3.5
Mississippi State University 1967 — 1968
Bachelor's degree, Marketing, 3.5
SEI
Skills
Marketing Strategy, Strategic Planning, New Business Development, Product Development, Sales Management, Budgets, Operations Management, Project Planning, Microsoft Office, Marketing, Sales, Contract Negotiation, Negotiation, Customer Service, Project Management, Program Management, Sales Operations, Leadership, Account Management, B2B, Business Development, Selling, Process Improvement
Education
Western Illinois University 1992 — 1994
Bachelor of Arts (BA), 3.5
Mississippi State University 1967 — 1968
Bachelor's degree, Marketing, 3.5
Kim Byrnes's SEI Experience 1983 - 1988
Job Owner at MedDebt Collections
Industry Medical Practice
Experience
MedDebt Collections October 2014 - Present
Pottsville Oral Surgery May 2005 - Present
Associates in Oral and Maxillofacial Surgery October 2001 - May 2005
Genesis HealthCare 1997 - 2005
Ullman, Forry, Forry and Ullman 2000 - 2001
Kids Korner Day Corner 1988 - 2000
SEI 1983 - 1988
The Barclay Group 1982 - 1983
Skills
Public Speaking, Insurance Claims, Billing, Hiring, Customer Service, Supervisory Skills, Administration, Insurance, Scheduling, Word, Microsoft Office, Employee Relations, Customer Relations, Research, Problem Solving, Team Building, Documentation, Coaching, Event Management, Telephone Skills, Administrative Support, Time Management, Data Entry, Interviewing, Budgeting, Teamwork, Policy, Payroll, Microsoft Excel
Education
Montgomery College 1984 — 1986
Associate's degree, Education
MedDebt Collections October 2014 - Present
Pottsville Oral Surgery May 2005 - Present
Associates in Oral and Maxillofacial Surgery October 2001 - May 2005
Genesis HealthCare 1997 - 2005
Ullman, Forry, Forry and Ullman 2000 - 2001
Kids Korner Day Corner 1988 - 2000
SEI 1983 - 1988
The Barclay Group 1982 - 1983
Skills
Public Speaking, Insurance Claims, Billing, Hiring, Customer Service, Supervisory Skills, Administration, Insurance, Scheduling, Word, Microsoft Office, Employee Relations, Customer Relations, Research, Problem Solving, Team Building, Documentation, Coaching, Event Management, Telephone Skills, Administrative Support, Time Management, Data Entry, Interviewing, Budgeting, Teamwork, Policy, Payroll, Microsoft Excel
Education
Montgomery College 1984 — 1986
Associate's degree, Education
Amy Pellicone's SEI Experience December 2011 - Present
Job Select Advisor Network Client Services at SEI
Industry Financial Services
Experience
SEI December 2011 - Present
JB Productions April 2009 - December 2011
Metro Bank March 2011 - November 2011
Vanguard June 1997 - February 2011
Skills
Outstanding Customer..., Multitasker, ERISA, Finance, Banking, Investment Banking, Human Resources, Payroll, Project Management, Process Improvement, 401k, 401k Rollovers, Form 5500, Supervisory Skills, Management, Financial Services, Financial Analysis, Portfolio Management
Education
Montgomery County Community College 1995 — 1997
Business Management, Business
SEI December 2011 - Present
JB Productions April 2009 - December 2011
Metro Bank March 2011 - November 2011
Vanguard June 1997 - February 2011
Skills
Outstanding Customer..., Multitasker, ERISA, Finance, Banking, Investment Banking, Human Resources, Payroll, Project Management, Process Improvement, 401k, 401k Rollovers, Form 5500, Supervisory Skills, Management, Financial Services, Financial Analysis, Portfolio Management
Education
Montgomery County Community College 1995 — 1997
Business Management, Business
Chaitali Venkatesh's SEI Experience January 2014 - Present
Job Supervisor Investment Manager Services at SEI
Industry Financial Services
Experience
SEI January 2014 - Present
BNY Mellon January 2012 - January 2014
BlackRock 2011 - 2011
Vanguard 2010 - 2011
Education
West Chester University of Pennsylvania
MBA, Finance
Nagpur University
Bachelor of Science, Electrical Engineering
SEI January 2014 - Present
BNY Mellon January 2012 - January 2014
BlackRock 2011 - 2011
Vanguard 2010 - 2011
Education
West Chester University of Pennsylvania
MBA, Finance
Nagpur University
Bachelor of Science, Electrical Engineering
E.J. Gallagher's SEI Experience June 1999 - February 2000
Job Executive Director in Finance
Industry Financial Services
Experience
JPMorgan Chase February 2000 - Present
SEI June 1999 - February 2000
Education
Mansfield University of Pennsylvania 1995 — 1999
Bachelor of Science (B.S.), Economics
JPMorgan Chase February 2000 - Present
SEI June 1999 - February 2000
Education
Mansfield University of Pennsylvania 1995 — 1999
Bachelor of Science (B.S.), Economics
Monica Spreitzer's SEI Experience July 2013 - Present
Job Domestic Trade Specialist at SEI
Industry Financial Services
Experience
SEI July 2013 - Present
SEI February 2012 - July 2013
BOK Financial July 2002 - April 2011
Berkowitz Pierchalski Inc. May 1999 - May 2002
Skills
Operations - Banking..., Banking, Portfolio Management, Risk Management, Financial Services, Credit, Securities, Equities, Business Analysis, Bloomberg, Finance, Process Improvement, Wealth Management, Financial Analysis, Fixed Income, Relationship Management, Cash Management, Asset Management, AML, Mutual Funds, Leadership, Credit Analysis, Financial Risk, Management, Commercial Banking, Investments
Education
Oklahoma State University
Bachelor of Science (BS), Psychology
SEI July 2013 - Present
SEI February 2012 - July 2013
BOK Financial July 2002 - April 2011
Berkowitz Pierchalski Inc. May 1999 - May 2002
Skills
Operations - Banking..., Banking, Portfolio Management, Risk Management, Financial Services, Credit, Securities, Equities, Business Analysis, Bloomberg, Finance, Process Improvement, Wealth Management, Financial Analysis, Fixed Income, Relationship Management, Cash Management, Asset Management, AML, Mutual Funds, Leadership, Credit Analysis, Financial Risk, Management, Commercial Banking, Investments
Education
Oklahoma State University
Bachelor of Science (BS), Psychology
William Heyn's SEI Experience January 1982 - September 1989
Job Account Representative at KD Mailing and Fulfillment
Industry Marketing and Advertising
Experience
KD Mailing and Fulfillment September 2002 - Present
Buckley Dement October 1990 - August 2002
SEI January 1982 - September 1989
Education
Northwestern University 1957 — 1961
BS - Business, Economics and Marketing
KD Mailing and Fulfillment September 2002 - Present
Buckley Dement October 1990 - August 2002
SEI January 1982 - September 1989
Education
Northwestern University 1957 — 1961
BS - Business, Economics and Marketing
Sean Chambrovich's SEI Experience March 2015 - Present
Job Regional Director at SEI
Industry Financial Services
Experience
SEI March 2015 - Present
WBI Investments March 2013 - March 2015
Avionic Instruments November 2011 - March 2013
Miro Consulting May 2011 - November 2011
Skills
Training, Sales Management, Leadership, Program Management, Management, New Business Development, Marketing, Strategic Planning, Sales, Financial Analysis, PowerPoint, Event Planning, Social Networking, Sales Operations, Social Media Marketing, Investments, Microsoft Office, Microsoft Excel
Education
Montclair State University
Bachelor of Arts, History
Montclair State University
Bachelor of Arts (B.A.)
SEI March 2015 - Present
WBI Investments March 2013 - March 2015
Avionic Instruments November 2011 - March 2013
Miro Consulting May 2011 - November 2011
Skills
Training, Sales Management, Leadership, Program Management, Management, New Business Development, Marketing, Strategic Planning, Sales, Financial Analysis, PowerPoint, Event Planning, Social Networking, Sales Operations, Social Media Marketing, Investments, Microsoft Office, Microsoft Excel
Education
Montclair State University
Bachelor of Arts, History
Montclair State University
Bachelor of Arts (B.A.)
Hok Taing's SEI Experience November 2006 - March 2008
Job Client Service Manager
Industry Financial Services
Experience
Envestnet, Inc June 2011 - Present
Envestnet, Inc March 2008 - June 2011
SEI November 2006 - March 2008
Dearborn Financial February 2004 - January 2005
Education
University of Louisville
Northern Illinois University
Envestnet, Inc June 2011 - Present
Envestnet, Inc March 2008 - June 2011
SEI November 2006 - March 2008
Dearborn Financial February 2004 - January 2005
Education
University of Louisville
Northern Illinois University
Katie Widdoss's SEI Experience January 2010 - December 2011
Job Educational Specialist at The College Board
Industry Education Management
Experience
The College Board November 2012 - Present
The College Board December 2011 - November 2012
SEI January 2010 - December 2011
Frederick County Public Schools August 2007 - June 2009
Education
Drexel University 2012 — 2015
Master of Science (MS), Higher Education/Higher Education Administration
Mount St. Mary's University 2003 — 2007
Bachelor of Science (BS), Secondary Education-Social Studies
The College Board November 2012 - Present
The College Board December 2011 - November 2012
SEI January 2010 - December 2011
Frederick County Public Schools August 2007 - June 2009
Education
Drexel University 2012 — 2015
Master of Science (MS), Higher Education/Higher Education Administration
Mount St. Mary's University 2003 — 2007
Bachelor of Science (BS), Secondary Education-Social Studies
Scott McClay's SEI Experience June 2015 - Present
Job Supervisor at SEI
Industry Accounting
Experience
SEI June 2015 - Present
SEI January 2015 - June 2015
Corporate Brokers, LLC September 2013 - December 2014
Alloy Silverstein October 2012 - June 2013
SEI May 2011 - October 2012
Skills
Recruiting, Temporary Placement, Talent Management, Outsourcing, Permanent Placement, Marketing, Customer Service, Accounting, Customer Retention, Call Centers, Information Technology, Payroll, PeopleSoft, Applicant Tracking..., Human Resources, Internet Recruiting, Staffing Services, Employee Benefits, College Recruiting, Talent Acquisition, Employee Relations, Sourcing, Onboarding
Education
Mount Saint Mary's College 2010 — 2011
Master of Business Administration (MBA), Finance, General
Mount Saint Mary's College 2006 — 2010
Bachelor's degree, Accounting
SEI June 2015 - Present
SEI January 2015 - June 2015
Corporate Brokers, LLC September 2013 - December 2014
Alloy Silverstein October 2012 - June 2013
SEI May 2011 - October 2012
Skills
Recruiting, Temporary Placement, Talent Management, Outsourcing, Permanent Placement, Marketing, Customer Service, Accounting, Customer Retention, Call Centers, Information Technology, Payroll, PeopleSoft, Applicant Tracking..., Human Resources, Internet Recruiting, Staffing Services, Employee Benefits, College Recruiting, Talent Acquisition, Employee Relations, Sourcing, Onboarding
Education
Mount Saint Mary's College 2010 — 2011
Master of Business Administration (MBA), Finance, General
Mount Saint Mary's College 2006 — 2010
Bachelor's degree, Accounting
Jeff Trudeau's SEI Experience 2003 - 2008
Job Support Escalation Engineer at Microsoft
Industry Computer Software
Experience
Microsoft February 2008 - Present
SEI 2003 - 2008
Intellisol International May 2000 - January 2003
Bank of the West 1997 - 2000
Bank of the West 1997 - 2000
Skills
Microsoft Technologies, C#, Cloud Computing, SQL, Microsoft SQL Server, SharePoint, .NET, Windows Server, XML
Education
North Dakota State University 1994 — 2000
Bachelor's Degree, Computer Science
Microsoft February 2008 - Present
SEI 2003 - 2008
Intellisol International May 2000 - January 2003
Bank of the West 1997 - 2000
Bank of the West 1997 - 2000
Skills
Microsoft Technologies, C#, Cloud Computing, SQL, Microsoft SQL Server, SharePoint, .NET, Windows Server, XML
Education
North Dakota State University 1994 — 2000
Bachelor's Degree, Computer Science
David Hoopes's SEI Experience November 2013 - Present
Job Mutual Fund Specialist at SEI
Industry Financial Services
Experience
SEI November 2013 - Present
Strayer University September 2010 - November 2011
Enterprise Rent-A-Car January 2007 - September 2010
Education
Mansfield University of Pennsylvania 2001 — 2006
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Archbishop John Carroll High School 1997 — 2001
SEI November 2013 - Present
Strayer University September 2010 - November 2011
Enterprise Rent-A-Car January 2007 - September 2010
Education
Mansfield University of Pennsylvania 2001 — 2006
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Archbishop John Carroll High School 1997 — 2001
Rosario Maugeri's SEI Experience 2010 - Present
Job Product Support Specialist and Service Desk Analyst at SEI
Industry Information Technology and Services
Experience
SEI 2010 - Present
SEI 2001 - Present
SEI June 1994 - December 2000
Computer Associates February 1987 - December 1993
Computer Associates February 1987 - December 1993
Skills
BMC Service Desk..., MS SQL, MS Access, MS Windows (7, XP,..., Crystal Reports, Embarcadero DB Artisan, ITIL V3 Foundations..., Oracle/SUN VirtualBox, Active Directory, MS Outlook, MS Word, MS Excel, Internet Explorer, Google Chrome, Mozilla Firefox, Apple Safari, VPN, VNC, VMWare, VSphere, HTML, MS Frontpage, Google Android, Adobe Acrobat Reader, Cisco Agent Desktop, Citrix, Sharepoint, Netview, VMCF, TPX, TSO, MVS, CA-Top Secret, CLIST, REXX, JCL, Banyan Vines, CA-Netman, CA-Roscoe, Microsoft SQL Server, Access, VMware
Education
Mercer County Community College 1984 — 1986
Associate of Arts and Sciences (A.A.S.), Computer Operations
Trenton Central High School 1978 — 1982
Diploma
SEI 2010 - Present
SEI 2001 - Present
SEI June 1994 - December 2000
Computer Associates February 1987 - December 1993
Computer Associates February 1987 - December 1993
Skills
BMC Service Desk..., MS SQL, MS Access, MS Windows (7, XP,..., Crystal Reports, Embarcadero DB Artisan, ITIL V3 Foundations..., Oracle/SUN VirtualBox, Active Directory, MS Outlook, MS Word, MS Excel, Internet Explorer, Google Chrome, Mozilla Firefox, Apple Safari, VPN, VNC, VMWare, VSphere, HTML, MS Frontpage, Google Android, Adobe Acrobat Reader, Cisco Agent Desktop, Citrix, Sharepoint, Netview, VMCF, TPX, TSO, MVS, CA-Top Secret, CLIST, REXX, JCL, Banyan Vines, CA-Netman, CA-Roscoe, Microsoft SQL Server, Access, VMware
Education
Mercer County Community College 1984 — 1986
Associate of Arts and Sciences (A.A.S.), Computer Operations
Trenton Central High School 1978 — 1982
Diploma
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.