SEI Company
Industry: Financial services company
DescriptionSEI Investments Company, formerly Simulated Environments Inc, is a financial services company headquartered in Oaks, Pennsylvania, United States. The company describes itself as "a global provider of investment processing, investment management, and investment operations solutions". Headquarters: Oaks, PA CEO: Alfred P. West, Jr. (1968–) Founder: Alfred P. West, Jr. Founded: 1968 Subsidiaries: SEI Investments Inc, LSV ASSET MANAGEMENT,
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SEI Employees
Employee
Years
Job
Industry
Caitlin Olszewski Caitlin Olszewski's SEI Experience December 2012 - January 2013
Job Communications & Design Coordinator ▪ OutsideIn® Companies ▪ (877) 7468450 x10
Industry Human Resources
Experience
Outside-In® Companies December 2012 - Present
www.caitlinolszewski.com May 2012 - Present
SEI December 2012 - January 2013
Brandywine Brewing Company May 2012 - December 2012
Equinox Jewelry & Gifts February 2009 - June 2012
The Lion's Eye Newspaper August 2008 - May 2010
Skills
Event Planning, Office Management, Customer Service, Adobe Creative Suite, Microsoft Office, Administrative Office..., Work Ethic, Problem Solving, CRM, Photoshop, Photojournalism, Graphic Design, Marketing, Hip-Hop Dance, Human Resources, Leadership, Management, Training, Onboarding, Social Media, Peacekeeping, Interviews, First Aid, Applicant Tracking..., Digital Photography, Creative Writing, Executive Calendar..., Data Analysis, Web Design, Logo Design, Social Media Marketing, Digital Illustration, Editing, Copy Editing
Education
Penn State University 2008 — 2012
Bachelor of Arts (B.A.), Journalism, Concentration in Visual Journalism, Minor in English
Outside-In® Companies December 2012 - Present
www.caitlinolszewski.com May 2012 - Present
SEI December 2012 - January 2013
Brandywine Brewing Company May 2012 - December 2012
Equinox Jewelry & Gifts February 2009 - June 2012
The Lion's Eye Newspaper August 2008 - May 2010
Skills
Event Planning, Office Management, Customer Service, Adobe Creative Suite, Microsoft Office, Administrative Office..., Work Ethic, Problem Solving, CRM, Photoshop, Photojournalism, Graphic Design, Marketing, Hip-Hop Dance, Human Resources, Leadership, Management, Training, Onboarding, Social Media, Peacekeeping, Interviews, First Aid, Applicant Tracking..., Digital Photography, Creative Writing, Executive Calendar..., Data Analysis, Web Design, Logo Design, Social Media Marketing, Digital Illustration, Editing, Copy Editing
Education
Penn State University 2008 — 2012
Bachelor of Arts (B.A.), Journalism, Concentration in Visual Journalism, Minor in English
David Schiff David Schiff's SEI Experience 2003 - Present
Job Fund Accounting Supervisor at SEI Investments
Industry Financial Services
Experience
SEI 2003 - Present
SEI December 1998 - March 2003
Education
Penn State University 1992 — 1995
Business Administration
SEI 2003 - Present
SEI December 1998 - March 2003
Education
Penn State University 1992 — 1995
Business Administration
Stephan Lieb Stephan Lieb's SEI Experience March 2012 - September 2013
Job Financial Analyst at Advertising Specialty Institute
Industry Telecommunications
Experience
Advertising Specialty Institute March 2015 - Present
Empire Telecom September 2013 - March 2015
SEI March 2012 - September 2013
Vanguard November 2011 - March 2012
Skills
Accounting, Auditing, Financial Statements, Analysis, Funding, Financial Reporting, Account Reconciliation, Strategic Financial..., Finance, Investments, Equities, Corporate Finance, Cash Management
Education
Penn State University 2007 — 2011
Bachelor of Science (B.S.), Finance, General, 3.35/4.0
Advertising Specialty Institute March 2015 - Present
Empire Telecom September 2013 - March 2015
SEI March 2012 - September 2013
Vanguard November 2011 - March 2012
Skills
Accounting, Auditing, Financial Statements, Analysis, Funding, Financial Reporting, Account Reconciliation, Strategic Financial..., Finance, Investments, Equities, Corporate Finance, Cash Management
Education
Penn State University 2007 — 2011
Bachelor of Science (B.S.), Finance, General, 3.35/4.0
Kevin Goldschmidt Kevin Goldschmidt's SEI Experience May 2007 - March 2011
Job Senior Executive Compensation Analyst at Aramark
Industry Retail
Experience
Aramark June 2015 - Present
AmerisourceBergen September 2013 - June 2015
Hay Group March 2011 - September 2013
SEI May 2007 - March 2011
Education
Penn State University 2003 — 2007
Bachelor of Science, Finance
Aramark June 2015 - Present
AmerisourceBergen September 2013 - June 2015
Hay Group March 2011 - September 2013
SEI May 2007 - March 2011
Education
Penn State University 2003 — 2007
Bachelor of Science, Finance
Eric Zeolla Eric Zeolla's SEI Experience December 2010 - May 2014
Job Staff Accountant at Stonhard
Industry Accounting
Experience
Traditions of America August 2015 - Present
Stonhard May 2014 - August 2015
SEI December 2010 - May 2014
Prudential Financial September 2010 - December 2010
Skills
Microsoft Excel, PowerPoint, Access, Microsoft Word, Microsoft Office, Financial Analysis, Outlook, Accounting, Data Analysis, Customer Service, Data Entry, Time Management
Education
Penn State University 2006 — 2010
Bachelor's, Accounting
Traditions of America August 2015 - Present
Stonhard May 2014 - August 2015
SEI December 2010 - May 2014
Prudential Financial September 2010 - December 2010
Skills
Microsoft Excel, PowerPoint, Access, Microsoft Word, Microsoft Office, Financial Analysis, Outlook, Accounting, Data Analysis, Customer Service, Data Entry, Time Management
Education
Penn State University 2006 — 2010
Bachelor's, Accounting
Nathan Burdick Nathan Burdick's SEI Experience November 2013 - Present
Job Accounting Analyst at SEI
Industry Financial Services
Experience
SEI November 2013 - Present
ING Financial Partners May 2013 - Present
Adaptable Business Concepts April 2013 - May 2013
Gap Inc./Banana Republic February 2012 - April 2013
J.Crew May 2009 - November 2011
Skills
Adaptable to..., Product Marketing, Selling Skills, Customer Retention, Customer Relations..., Credit Sales, Multi-channel Marketing, Reliability, Communication Skills, Group Dynamics, Driven By Results, New Hire Orientations, Manage Client..., CRM
Education
Penn State University 2009 — 2013
Bachelor of Science (B.S.), Finance, Investor Services (in-progress)
SEI November 2013 - Present
ING Financial Partners May 2013 - Present
Adaptable Business Concepts April 2013 - May 2013
Gap Inc./Banana Republic February 2012 - April 2013
J.Crew May 2009 - November 2011
Skills
Adaptable to..., Product Marketing, Selling Skills, Customer Retention, Customer Relations..., Credit Sales, Multi-channel Marketing, Reliability, Communication Skills, Group Dynamics, Driven By Results, New Hire Orientations, Manage Client..., CRM
Education
Penn State University 2009 — 2013
Bachelor of Science (B.S.), Finance, Investor Services (in-progress)
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
William Mooney William Mooney's SEI Experience April 2011 - December 2012
Job Account Executive at Altus Partners, Inc.
Industry Financial Services
Experience
Altus Partners, Inc. December 2012 - Present
SEI April 2011 - December 2012
The Substitute Teachers Services February 2010 - April 2011
Skills
Analysis, Investments, Microsoft Excel, Mutual Funds, Investor Reporting, Microsoft Office, Insurance, Financial Analysis
Education
Villanova University 2012 — 2015
Master of Business Administration (MBA)
Penn State University 2005 — 2009
Bachelor of Science, Education
Altus Partners, Inc. December 2012 - Present
SEI April 2011 - December 2012
The Substitute Teachers Services February 2010 - April 2011
Skills
Analysis, Investments, Microsoft Excel, Mutual Funds, Investor Reporting, Microsoft Office, Insurance, Financial Analysis
Education
Villanova University 2012 — 2015
Master of Business Administration (MBA)
Penn State University 2005 — 2009
Bachelor of Science, Education
Alex Dublin Alex Dublin's SEI Experience December 2013 - Present
Job IMS at SEI
Industry Accounting
Experience
SEI December 2013 - Present
Wegmans Food Markets May 2010 - Present
Skills
Microsoft Excel, Customer Service, Accounting, Microsoft Word, Microsoft Office, PowerPoint, Data Entry, Inventory Management, Outlook, Access, Time Management, Auditing, Financial Analysis, Financial Reporting, Management
Education
Villanova University 2011 — 2012
Masters, Accountancy
Penn State University 2003 — 2008
Bachelor of Science, Energy, Business, and Finance
SEI December 2013 - Present
Wegmans Food Markets May 2010 - Present
Skills
Microsoft Excel, Customer Service, Accounting, Microsoft Word, Microsoft Office, PowerPoint, Data Entry, Inventory Management, Outlook, Access, Time Management, Auditing, Financial Analysis, Financial Reporting, Management
Education
Villanova University 2011 — 2012
Masters, Accountancy
Penn State University 2003 — 2008
Bachelor of Science, Energy, Business, and Finance
Ryan Puketza Ryan Puketza's SEI Experience March 2014 - December 2014
Job Financial Solutions Advisor at Merrill Lynch
Industry Banking
Experience
Merrill Lynch December 2014 - Present
SEI March 2014 - December 2014
Convergent Wealth Advisors May 2012 - August 2012
Skills
Series 7, Equity Research, Economics, Microsoft Office, Equities, Portfolio Management, Financial Analysis, Series 63, Investments, Asset Allocation, Alternative Investments, Wealth Management, Valuation, Financial Modeling, Asset Management, Fixed Income, Strategic Financial..., Bloomberg, Bloomberg Terminal, Hedge Funds, Financial Planning
Education
Penn State University 2009 — 2013
Bachelor of Science (B.S.), Finance
Merrill Lynch December 2014 - Present
SEI March 2014 - December 2014
Convergent Wealth Advisors May 2012 - August 2012
Skills
Series 7, Equity Research, Economics, Microsoft Office, Equities, Portfolio Management, Financial Analysis, Series 63, Investments, Asset Allocation, Alternative Investments, Wealth Management, Valuation, Financial Modeling, Asset Management, Fixed Income, Strategic Financial..., Bloomberg, Bloomberg Terminal, Hedge Funds, Financial Planning
Education
Penn State University 2009 — 2013
Bachelor of Science (B.S.), Finance
Chris Seidl, CFA Chris Seidl, CFA's SEI Experience June 2012 - Present
Job Director Institutional Advisory at SEI Investments
Industry Investment Management
Experience
SEI June 2012 - Present
SEI March 2010 - June 2012
TD Bank January 2009 - March 2010
GE Capital July 2006 - January 2009
GE Capital July 2004 - July 2006
Skills
Portfolio Management, Financial Modeling, Financial Analysis, Asset Managment, Credit Analysis, Investments, Due Diligence, Finance, Credit, Underwriting, Asset Allocation, Analysis, Capital Markets, Investment Strategies, Mutual Funds, Equities, Financial Services, Fixed Income, Valuation, Alternative Investments
Education
Penn State University 1999 — 2003
Bachelor of Science (BS), Finance
The University of Manchester
Economics, Economics
SEI June 2012 - Present
SEI March 2010 - June 2012
TD Bank January 2009 - March 2010
GE Capital July 2006 - January 2009
GE Capital July 2004 - July 2006
Skills
Portfolio Management, Financial Modeling, Financial Analysis, Asset Managment, Credit Analysis, Investments, Due Diligence, Finance, Credit, Underwriting, Asset Allocation, Analysis, Capital Markets, Investment Strategies, Mutual Funds, Equities, Financial Services, Fixed Income, Valuation, Alternative Investments
Education
Penn State University 1999 — 2003
Bachelor of Science (BS), Finance
The University of Manchester
Economics, Economics
Jeffrey Ladouceur Jeffrey Ladouceur's SEI Experience 2010 - Present
Job Executive, SEI Private Wealth Management
Industry Financial Services
Experience
SEI 2010 - Present
SEI 2006 - 2010
SEI 2003 - 2006
Skills
Wealth Management, Entrepreneurship, Customer Experience, Asset Allocation, Mutual Funds, Asset Managment, Portfolio Management, Investments, Hedge Funds, Investment Advisory, CRM, Wealth Management..., Wealth, Retirement, Series 65, Strategic Financial..., Financial Advisory, Marketing Strategy, Fund Of Funds, Separately Managed..., Investment Strategies, Relationship Management, Estate Planning
Education
Penn State University 1999 — 2001
MBA, Finance
University of Virginia Darden School of Business 1996 — 1996
Certification, Executive Business Management
University of Notre Dame 1988 — 1992
BA, International Relations, Economics
SEI 2010 - Present
SEI 2006 - 2010
SEI 2003 - 2006
Skills
Wealth Management, Entrepreneurship, Customer Experience, Asset Allocation, Mutual Funds, Asset Managment, Portfolio Management, Investments, Hedge Funds, Investment Advisory, CRM, Wealth Management..., Wealth, Retirement, Series 65, Strategic Financial..., Financial Advisory, Marketing Strategy, Fund Of Funds, Separately Managed..., Investment Strategies, Relationship Management, Estate Planning
Education
Penn State University 1999 — 2001
MBA, Finance
University of Virginia Darden School of Business 1996 — 1996
Certification, Executive Business Management
University of Notre Dame 1988 — 1992
BA, International Relations, Economics
Nishant Chaurdia Nishant Chaurdia's SEI Experience April 2012 - Present
Job Development Manager & Scrum Master at SEI
Industry Information Technology and Services
Experience
SEI April 2012 - Present
Creative Lime December 2009 - January 2012
Deloitte Consulting October 2004 - November 2009
My Campus Connection March 2003 - August 2003
Lazerpro Digital Media Group July 2002 - October 2002
Skills
IT Strategy, Management Consulting, Enterprise Software, Software Development, CRM, Marketing, Leadership, Product Management, Program Management, Consulting, Stakeholder Management, SDLC, Governance, Enterprise Architecture, Business Requirements, Agile Methodologies, Vendor Management, Training, Start-ups, E-commerce, Project Management, Software Project..., Change Management, Recruiting, PMP, Analysis, Business Transformation, ERP, Business Process, Business Development, Entrepreneurship, Strategy, Business Analysis, Cloud Computing, Business Process..., Accounting System, Business Strategy, Human Resources, Information Technology, Requirements Analysis, Business Process..., SaaS, Account Management, Software Documentation, Integration, Project Portfolio..., Business Intelligence, SOA, Business Process Design, PMO
Education
Penn State University 2000 — 2004
Bachelors of Science, Information Sciences & Technology
Marist Brothers 1993 — 2000
High School Diploma, High School Diploma
St. Michaels International School 1985 — 1993
SEI April 2012 - Present
Creative Lime December 2009 - January 2012
Deloitte Consulting October 2004 - November 2009
My Campus Connection March 2003 - August 2003
Lazerpro Digital Media Group July 2002 - October 2002
Skills
IT Strategy, Management Consulting, Enterprise Software, Software Development, CRM, Marketing, Leadership, Product Management, Program Management, Consulting, Stakeholder Management, SDLC, Governance, Enterprise Architecture, Business Requirements, Agile Methodologies, Vendor Management, Training, Start-ups, E-commerce, Project Management, Software Project..., Change Management, Recruiting, PMP, Analysis, Business Transformation, ERP, Business Process, Business Development, Entrepreneurship, Strategy, Business Analysis, Cloud Computing, Business Process..., Accounting System, Business Strategy, Human Resources, Information Technology, Requirements Analysis, Business Process..., SaaS, Account Management, Software Documentation, Integration, Project Portfolio..., Business Intelligence, SOA, Business Process Design, PMO
Education
Penn State University 2000 — 2004
Bachelors of Science, Information Sciences & Technology
Marist Brothers 1993 — 2000
High School Diploma, High School Diploma
St. Michaels International School 1985 — 1993
Mark McCool Mark McCool's SEI Experience December 2013 - Present
Job Lead Generation at SEI
Industry Financial Services
Experience
SEI December 2013 - Present
SEI December 2012 - December 2013
SEI September 2011 - December 2012
Education
Penn State University 2004 — 2008
Bachelor of Science (BS), Civil Engineering
Villanova University
Master of Business Administration (MBA), In Progress
SEI December 2013 - Present
SEI December 2012 - December 2013
SEI September 2011 - December 2012
Education
Penn State University 2004 — 2008
Bachelor of Science (BS), Civil Engineering
Villanova University
Master of Business Administration (MBA), In Progress
Andrew Knoll Andrew Knoll's SEI Experience April 2013 - Present
Job Fund Accounting Supervisor at SEI
Industry Financial Services
Experience
SEI April 2013 - Present
SEI September 2012 - April 2013
SEI November 2010 - September 2012
Skills
Mutual Funds, Investments, Investment Management, Financial Analysis, Financial Services, Finance, Bloomberg, Financial Reporting, Equities, Fixed Income, Securities, Analysis, Derivatives, Valuation, Asset Allocation, ADCs, Financial Modeling, Fund Accounting
Education
Penn State University 2006 — 2010
Bachelor of Science, Economics
SEI April 2013 - Present
SEI September 2012 - April 2013
SEI November 2010 - September 2012
Skills
Mutual Funds, Investments, Investment Management, Financial Analysis, Financial Services, Finance, Bloomberg, Financial Reporting, Equities, Fixed Income, Securities, Analysis, Derivatives, Valuation, Asset Allocation, ADCs, Financial Modeling, Fund Accounting
Education
Penn State University 2006 — 2010
Bachelor of Science, Economics
Joshua Kurtz Joshua Kurtz's SEI Experience January 2012 - Present
Job Manager, Global RFPs Institutional Group at SEI
Industry Financial Services
Experience
SEI January 2012 - Present
SEI December 2007 - January 2012
SEI May 2005 - December 2007
SEI May 2004 - March 2005
New York Life Insurance Company October 2002 - May 2004
Hennion & Walsh June 2002 - October 2002
Skills
Mutual Funds, ETFs, Series 7, Series 63, Asset Allocation, Investment Advisory, Securities, Separately Managed..., Investment Strategies, 401k
Education
Penn State University 1997 — 2002
BA
SEI January 2012 - Present
SEI December 2007 - January 2012
SEI May 2005 - December 2007
SEI May 2004 - March 2005
New York Life Insurance Company October 2002 - May 2004
Hennion & Walsh June 2002 - October 2002
Skills
Mutual Funds, ETFs, Series 7, Series 63, Asset Allocation, Investment Advisory, Securities, Separately Managed..., Investment Strategies, 401k
Education
Penn State University 1997 — 2002
BA
Luke Curley, CPA Luke Curley, CPA's SEI Experience 2007 - Present
Job Director of Accounting & Operations
Industry Financial Services
Experience
SEI 2007 - Present
National Penn Bank June 2006 - August 2007
BISYS Fund Services June 2005 - June 2006
Skills
Private Equity, Alternative Investments, Fund Accounting, Partnership Accounting, Microsoft Excel, SunGard Investran, Financial Reporting, Financial Accounting, Financial Services, Data Analysis, CPA, Accounting, Internal Audit, Financial Analysis
Education
Penn State University 2001 — 2005
Bachelor's degree, Accounting
SEI 2007 - Present
National Penn Bank June 2006 - August 2007
BISYS Fund Services June 2005 - June 2006
Skills
Private Equity, Alternative Investments, Fund Accounting, Partnership Accounting, Microsoft Excel, SunGard Investran, Financial Reporting, Financial Accounting, Financial Services, Data Analysis, CPA, Accounting, Internal Audit, Financial Analysis
Education
Penn State University 2001 — 2005
Bachelor's degree, Accounting
Alexander Merone Alexander Merone's SEI Experience September 2013 - August 2014
Job Graduated from Penn State University
Industry Accounting
Experience
Mercury / Jobs For New York October 2014 - February 2015
SEI September 2013 - August 2014
Arkema June 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Time Management, Financial Analysis, Budgets, Analysis, Finance, Accounting, Financial Statements, Recruiting, String Theory
Education
Penn State University 2009 — 2013
Bachelor's Degree, Accounting, 3.3
Mercury / Jobs For New York October 2014 - February 2015
SEI September 2013 - August 2014
Arkema June 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Time Management, Financial Analysis, Budgets, Analysis, Finance, Accounting, Financial Statements, Recruiting, String Theory
Education
Penn State University 2009 — 2013
Bachelor's Degree, Accounting, 3.3
Aaron Silverman's SEI Experience February 2012 - March 2013
Job
Industry Financial Services
Experience
Advantage Payroll Services April 2015 - Present
SmartBooks Corp. March 2014 - February 2015
Putnam Investments March 2013 - November 2013
SEI February 2012 - March 2013
Wells Fargo December 2010 - February 2012
United States Soccer Federation January 1998 - December 2009
The Cambridge Rindge & Latin School Soccer Program 2004 - 2009
CYS 2004 - 2009
Skills
Mutual Funds, Financial Services, Relationship Management, 401k, Retirement, Team Building, Business Development, Strategy, Sales, Program Management, Coaching, Strategic Planning, Banking, Organizational..., Organizational..., Outsourced Business..., New Business Development, Sales Operations, Defined Contribution, Sales Process, Board of Directors, Direct Sales, Retirement Planning, Salesforce.com, Lead Generation, Communication, Financial Solutions, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint
Education
Penn State University
B.S. Organizational Leadership
Concord-Carlisle High School
Advantage Payroll Services April 2015 - Present
SmartBooks Corp. March 2014 - February 2015
Putnam Investments March 2013 - November 2013
SEI February 2012 - March 2013
Wells Fargo December 2010 - February 2012
United States Soccer Federation January 1998 - December 2009
The Cambridge Rindge & Latin School Soccer Program 2004 - 2009
CYS 2004 - 2009
Skills
Mutual Funds, Financial Services, Relationship Management, 401k, Retirement, Team Building, Business Development, Strategy, Sales, Program Management, Coaching, Strategic Planning, Banking, Organizational..., Organizational..., Outsourced Business..., New Business Development, Sales Operations, Defined Contribution, Sales Process, Board of Directors, Direct Sales, Retirement Planning, Salesforce.com, Lead Generation, Communication, Financial Solutions, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint
Education
Penn State University
B.S. Organizational Leadership
Concord-Carlisle High School
Leah Whyte Leah Whyte's SEI Experience July 2006 - November 2012
Job Mom
Industry Individual & Family Services
Experience
The Whyte House January 2014 - Present
Verno Capital April 2013 - December 2013
SEI July 2006 - November 2012
SEI October 2003 - July 2006
SEI August 2002 - October 2003
SEI March 2001 - August 2002
Skills
Mutual Funds, Hedge Funds, Alternative Investments, Investments, Financial Services, Relationship Management, Fund Administration, Fund Accounting
Education
Penn State University 1996 — 2000
BS, Management and International Business
Université Claude Bernard Lyon 1 1998 — 1998
International Business Studies
The Whyte House January 2014 - Present
Verno Capital April 2013 - December 2013
SEI July 2006 - November 2012
SEI October 2003 - July 2006
SEI August 2002 - October 2003
SEI March 2001 - August 2002
Skills
Mutual Funds, Hedge Funds, Alternative Investments, Investments, Financial Services, Relationship Management, Fund Administration, Fund Accounting
Education
Penn State University 1996 — 2000
BS, Management and International Business
Université Claude Bernard Lyon 1 1998 — 1998
International Business Studies
Michele Steinmetz Michele Steinmetz's SEI Experience June 2012 - Present
Job Corporate Marketing and Communications at SEI
Industry Public Relations and Communications
Experience
SEI June 2012 - Present
Penn State Sports Marketing August 2011 - November 2011
The Children's Hospital of Philadelphia June 2011 - August 2011
Skills
AP Style, Microsoft Office, Public Speaking, Press Releases, Social Media, Event Planning, Marketing, Social Networking, Management, Microsoft Excel, Blogging, Social Media Marketing, Marketing Communications, Facebook, Media Relations, Strategic Communications, PowerPoint, Editing, Public Relations
Education
Saint Joseph's University 2014 — 2016
Master of Business Administration (M.B.A.)
Penn State University 2008 — 2012
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
Mount Saint Joseph's Academy
SEI June 2012 - Present
Penn State Sports Marketing August 2011 - November 2011
The Children's Hospital of Philadelphia June 2011 - August 2011
Skills
AP Style, Microsoft Office, Public Speaking, Press Releases, Social Media, Event Planning, Marketing, Social Networking, Management, Microsoft Excel, Blogging, Social Media Marketing, Marketing Communications, Facebook, Media Relations, Strategic Communications, PowerPoint, Editing, Public Relations
Education
Saint Joseph's University 2014 — 2016
Master of Business Administration (M.B.A.)
Penn State University 2008 — 2012
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
Mount Saint Joseph's Academy
Alfred Merlino Alfred Merlino's SEI Experience January 2015 - Present
Job Production Support Specialist at SEI
Industry Financial Services
Experience
SEI January 2015 - Present
SEI August 2014 - Present
SEI October 2012 - July 2014
Skills
Microsoft Excel, SQL, Final Cut Pro, JIRA, Financial Analysis, Microsoft SQL Server, PowerPoint, Problem Solving, Portfolio Management
Education
Penn State University 2008 — 2012
Bachelor's degree, Communication and Media Studies
Archbishop Ryan High School 2004 — 2008
SEI January 2015 - Present
SEI August 2014 - Present
SEI October 2012 - July 2014
Skills
Microsoft Excel, SQL, Final Cut Pro, JIRA, Financial Analysis, Microsoft SQL Server, PowerPoint, Problem Solving, Portfolio Management
Education
Penn State University 2008 — 2012
Bachelor's degree, Communication and Media Studies
Archbishop Ryan High School 2004 — 2008
David Ciarletta David Ciarletta's SEI Experience 1979 - 1982
Job Sr. Oracle Database Designer, Systems Analyst, Programmer and Administrator
Industry Computer Software
Experience
NIIT Technologies Limited December 2013 - March 2015
Sungard 1997 - 2012
Premier Solutions 1991 - 1997
Premier Systems 1982 - 1991
SEI 1979 - 1982
Skills
Unix Shell Scripting, PL/SQL, Pro*C, Stored Procedures, Oracle, Systems Analysis, SQL Tuning, Performance Analysis, Fortran, C, Database Security, Analytic Problem Solving, Analysis of business..., Oracle Enterprise..., Interfaces, GlobalPlus, Securities, Multi-currency..., OLTP, Process Automation, Product Customization, RMAN, Data Entitlement, PL/1, System Development, System Deployment, Specifications, Troubleshooting, SDLC, Shell Scripting, Unix, Business Process, Linux, Solaris, Testing, Performance Tuning, Perl, Software Documentation, AIX, Servers, Operating Systems, IBM AIX, Programming
Education
Penn State University 1975 — 1979
Associates Degree
NIIT Technologies Limited December 2013 - March 2015
Sungard 1997 - 2012
Premier Solutions 1991 - 1997
Premier Systems 1982 - 1991
SEI 1979 - 1982
Skills
Unix Shell Scripting, PL/SQL, Pro*C, Stored Procedures, Oracle, Systems Analysis, SQL Tuning, Performance Analysis, Fortran, C, Database Security, Analytic Problem Solving, Analysis of business..., Oracle Enterprise..., Interfaces, GlobalPlus, Securities, Multi-currency..., OLTP, Process Automation, Product Customization, RMAN, Data Entitlement, PL/1, System Development, System Deployment, Specifications, Troubleshooting, SDLC, Shell Scripting, Unix, Business Process, Linux, Solaris, Testing, Performance Tuning, Perl, Software Documentation, AIX, Servers, Operating Systems, IBM AIX, Programming
Education
Penn State University 1975 — 1979
Associates Degree
Bridget Keeley Bridget Keeley's SEI Experience March 2001 - Present
Job Private Banking Marketing Director at SEI
Industry Financial Services
Experience
SEI March 2001 - Present
Vanguard October 1997 - March 2001
Skills
Integrated Marketing, Direct Marketing, Digital Marketing, Marketing Communications, Lead Generation, Marketing, Account Management, Marketing Strategy, New Business Development, Wealth Management, Financial Services
Education
Pennsylvania State University 1993 — 1997
SEI March 2001 - Present
Vanguard October 1997 - March 2001
Skills
Integrated Marketing, Direct Marketing, Digital Marketing, Marketing Communications, Lead Generation, Marketing, Account Management, Marketing Strategy, New Business Development, Wealth Management, Financial Services
Education
Pennsylvania State University 1993 — 1997
Dan Orlosky Dan Orlosky's SEI Experience May 2015 - Present
Job Portfolio Management Applications Specialist at SEI
Industry Financial Services
Experience
SEI May 2015 - Present
SEI January 2011 - April 2015
Morgan Stanley Smith Barney October 2008 - December 2010
UBS January 2006 - October 2008
Skills
Portfolio Management, Securities, Trading, Investment Strategies, Customer Service, Insurance, Financial Analysis, Mutual Funds, Investments, Asset Managment, Financial Services, Training, Strategy, Wealth Management
Education
University of Pennsylvania - The Wharton School 2007 — 2009
Certificate, Human Resources Management
Penn State University 1995 — 1999
Bachelor, Finance
SEI May 2015 - Present
SEI January 2011 - April 2015
Morgan Stanley Smith Barney October 2008 - December 2010
UBS January 2006 - October 2008
Skills
Portfolio Management, Securities, Trading, Investment Strategies, Customer Service, Insurance, Financial Analysis, Mutual Funds, Investments, Asset Managment, Financial Services, Training, Strategy, Wealth Management
Education
University of Pennsylvania - The Wharton School 2007 — 2009
Certificate, Human Resources Management
Penn State University 1995 — 1999
Bachelor, Finance
Debbie Katz Debbie Katz's SEI Experience January 1991 - June 1993
Job Specialist in Excel Business Models for Reporting and Analytics
Industry Pharmaceuticals
Experience
DK Computing February 2014 - Present
BioClinica August 2011 - January 2014
Pfizer (Wyeth Pharmaceuticals) January 2005 - June 2010
Pfizer (Wyeth Vaccines) 2000 - January 2005
Pfizer (Wyeth Pharmaceuticals) 1995 - 2000
SEI January 1991 - June 1993
Laventhol & Horwath, CPA's June 1986 - May 1990
Skills
Microsoft Excel, Visual Basic Programming, Forecasting, Project Planning, Cransoft, Web Design, Strategy, Sales Analysis, Budgeting, Contracting, MS Powerpoint, Purchasing Negotiation, Project Implementation, Microstrategy - Build..., Training - Technical..., Incentive Comp, Program Management, CRM, SAP, Management, Analysis, sales operations, salary and headcount..., Visual Basic, Sales Operations, Budgets, Pharmaceutical Industry, Troubleshooting, Sales, Data Analysis
Education
Penn State University
B.S., Health Care Administration
West Chester University of Pennsylvania
M.S., Education
DK Computing February 2014 - Present
BioClinica August 2011 - January 2014
Pfizer (Wyeth Pharmaceuticals) January 2005 - June 2010
Pfizer (Wyeth Vaccines) 2000 - January 2005
Pfizer (Wyeth Pharmaceuticals) 1995 - 2000
SEI January 1991 - June 1993
Laventhol & Horwath, CPA's June 1986 - May 1990
Skills
Microsoft Excel, Visual Basic Programming, Forecasting, Project Planning, Cransoft, Web Design, Strategy, Sales Analysis, Budgeting, Contracting, MS Powerpoint, Purchasing Negotiation, Project Implementation, Microstrategy - Build..., Training - Technical..., Incentive Comp, Program Management, CRM, SAP, Management, Analysis, sales operations, salary and headcount..., Visual Basic, Sales Operations, Budgets, Pharmaceutical Industry, Troubleshooting, Sales, Data Analysis
Education
Penn State University
B.S., Health Care Administration
West Chester University of Pennsylvania
M.S., Education
David Kish David Kish's SEI Experience December 2013 - Present
Job Senior Operations Analyst Investor Services Team
Industry Financial Services
Experience
SEI December 2013 - Present
SEI June 2013 - December 2013
Merrill Lynch 2012 - 2012
Delaware Valley Flag and Banner Co June 2010 - August 2011
Skills
Microsoft Excel, Customer Service, Microsoft Word, Microsoft Office, C++, Visual Basic, Adobe, Investran
Education
Penn State University 2009 — 2013
Bachelor of Science (B.S.), Economics
SEI December 2013 - Present
SEI June 2013 - December 2013
Merrill Lynch 2012 - 2012
Delaware Valley Flag and Banner Co June 2010 - August 2011
Skills
Microsoft Excel, Customer Service, Microsoft Word, Microsoft Office, C++, Visual Basic, Adobe, Investran
Education
Penn State University 2009 — 2013
Bachelor of Science (B.S.), Economics
Jason Lattanze Jason Lattanze's SEI Experience June 2011 - Present
Job Supervisor, Alternative Investment Manager Services at SEI
Industry Financial Services
Experience
SEI June 2011 - Present
SEI September 2010 - June 2011
SEI January 2007 - September 2010
Skills
Financial Analysis, Financial Accounting, Microsoft Excel, Accruals, Data Reconciliation, Financial Reporting, Cash Management, Cash Flow, Bloomberg, Portfolio Management, Project Management, Microsoft Office, Supervising, Data Mining, Data Analysis, Data Entry, Fund Accounting, Hedge Funds, Alternative Investments, Fund Administration, Fund Of Funds, Mutual Funds, Bloomberg Terminal, Corporate Actions, Accounting
Education
Penn State University 2002 — 2007
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
SEI June 2011 - Present
SEI September 2010 - June 2011
SEI January 2007 - September 2010
Skills
Financial Analysis, Financial Accounting, Microsoft Excel, Accruals, Data Reconciliation, Financial Reporting, Cash Management, Cash Flow, Bloomberg, Portfolio Management, Project Management, Microsoft Office, Supervising, Data Mining, Data Analysis, Data Entry, Fund Accounting, Hedge Funds, Alternative Investments, Fund Administration, Fund Of Funds, Mutual Funds, Bloomberg Terminal, Corporate Actions, Accounting
Education
Penn State University 2002 — 2007
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Christopher Babacz's SEI Experience June 2014 - Present
Job Consultant at SEI
Industry Information Technology and Services
Experience
SEI June 2014 - Present
Drinker Biddle & Reath LLP October 2012 - June 2014
National Board of Medical Examiners March 2010 - October 2012
Lincoln Financial Group August 2008 - April 2009
Lincoln Financial Group December 2004 - July 2008
Siemens Healthcare May 2001 - December 2004
Skills
SCCM 2007, Application Packaging, Desktop Systems, IT Project Management, Windows 7, Windows Server, Project Management, SCCM, Technical Support, System Administration, XP, Disaster Recovery, Windows XP, Group Policy, Active Directory..., DHCP, Citrix, Operating Systems, Software Documentation, Security, Active Directory
Education
Penn State University
Information Science and Technology
SEI June 2014 - Present
Drinker Biddle & Reath LLP October 2012 - June 2014
National Board of Medical Examiners March 2010 - October 2012
Lincoln Financial Group August 2008 - April 2009
Lincoln Financial Group December 2004 - July 2008
Siemens Healthcare May 2001 - December 2004
Skills
SCCM 2007, Application Packaging, Desktop Systems, IT Project Management, Windows 7, Windows Server, Project Management, SCCM, Technical Support, System Administration, XP, Disaster Recovery, Windows XP, Group Policy, Active Directory..., DHCP, Citrix, Operating Systems, Software Documentation, Security, Active Directory
Education
Penn State University
Information Science and Technology
Josh Scheffey Josh Scheffey's SEI Experience July 2015 - Present
Job Northeast Regional Director: Strategist Group at SEI
Industry Financial Services
Experience
SEI July 2015 - Present
SEI May 2013 - July 2015
Wells Fargo September 2011 - May 2013
AXA Advisors January 2009 - August 2011
AIG Financial Advisors January 2008 - August 2008
Skills
Investments, Portfolio Management, Asset Management
Education
Penn State University 2003 — 2007
SEI July 2015 - Present
SEI May 2013 - July 2015
Wells Fargo September 2011 - May 2013
AXA Advisors January 2009 - August 2011
AIG Financial Advisors January 2008 - August 2008
Skills
Investments, Portfolio Management, Asset Management
Education
Penn State University 2003 — 2007
Gregory P. Davis Gregory P. Davis's SEI Experience June 2015 - Present
Job Middle Office Manager at SEI
Industry Financial Services
Experience
SEI June 2015 - Present
State Street October 2013 - June 2015
Vanguard February 2010 - January 2011
Vanguard March 2007 - February 2010
Vanguard December 2003 - March 2007
Vanguard July 2000 - December 2003
Skills
Pricing, Fixed Income, Equities, Mutual Funds, Derivatives, Securities, Data Analysis, Bloomberg, Access, Excel, PowerPoint, Microsoft Office, Accounting, Essbase, ETFs, Project Management, Business Intelligence, Microsoft Excel, Asset Allocation, Finance, Financial Modeling, Financial Analysis, Hyperion Enterprise, Financial Reporting, Strategic Financial..., Fund Accounting, Process Improvement, Financial Services, Investments, Portfolio Management, Financial Markets, Investment Strategies, Risk Management, Analysis, Alternative Investments, Relationship Management, Trading, Capital Markets, Valuation, Asset Management, Hedge Funds, Investment Management, Bonds
Education
Saint Joseph's University - Erivan K. Haub School of Business 2012 — 2013
Master of Business Administration (MBA)
Penn State University 1995 — 2010
BA, Accounting
SEI June 2015 - Present
State Street October 2013 - June 2015
Vanguard February 2010 - January 2011
Vanguard March 2007 - February 2010
Vanguard December 2003 - March 2007
Vanguard July 2000 - December 2003
Skills
Pricing, Fixed Income, Equities, Mutual Funds, Derivatives, Securities, Data Analysis, Bloomberg, Access, Excel, PowerPoint, Microsoft Office, Accounting, Essbase, ETFs, Project Management, Business Intelligence, Microsoft Excel, Asset Allocation, Finance, Financial Modeling, Financial Analysis, Hyperion Enterprise, Financial Reporting, Strategic Financial..., Fund Accounting, Process Improvement, Financial Services, Investments, Portfolio Management, Financial Markets, Investment Strategies, Risk Management, Analysis, Alternative Investments, Relationship Management, Trading, Capital Markets, Valuation, Asset Management, Hedge Funds, Investment Management, Bonds
Education
Saint Joseph's University - Erivan K. Haub School of Business 2012 — 2013
Master of Business Administration (MBA)
Penn State University 1995 — 2010
BA, Accounting
Dwij Patel Dwij Patel's SEI Experience April 2014 - Present
Job Business Analyst Solutions at SEI
Industry Accounting
Experience
SEI April 2014 - Present
Skills
SAP, Customer Service, Leadership, Microsoft SQL Server, Customer Relations, Internal Communications, Analysis, Time Management, Databases, Microsoft Office, Business Analysis, Microsoft Office Suite, Windows OS, Sales, Information Management, Data Analysis, Teamwork, Macintosh OS, Photoshop, Microsoft Expressions, Public Speaking, Management, Editing, Consulting, Access Lists, Sales Operations, Access, Mac OS, Windows, Logistics, Microsoft Excel, Sales Support, ACL, Adobe Connect, Monarch Pro, Business Requirements, Project Management, Vendor Relationship..., Product Demonstration, Technical Demonstrations, Technical Support
Education
Penn State University 2008 — 2012
Bachelor of Science, Accounting
Penn State University 2008 — 2012
Minor in Supply Chain & Information Sciences and Technology
Penn State University 2008 — 2012
Minor in Information Systems Management
SEI April 2014 - Present
Skills
SAP, Customer Service, Leadership, Microsoft SQL Server, Customer Relations, Internal Communications, Analysis, Time Management, Databases, Microsoft Office, Business Analysis, Microsoft Office Suite, Windows OS, Sales, Information Management, Data Analysis, Teamwork, Macintosh OS, Photoshop, Microsoft Expressions, Public Speaking, Management, Editing, Consulting, Access Lists, Sales Operations, Access, Mac OS, Windows, Logistics, Microsoft Excel, Sales Support, ACL, Adobe Connect, Monarch Pro, Business Requirements, Project Management, Vendor Relationship..., Product Demonstration, Technical Demonstrations, Technical Support
Education
Penn State University 2008 — 2012
Bachelor of Science, Accounting
Penn State University 2008 — 2012
Minor in Supply Chain & Information Sciences and Technology
Penn State University 2008 — 2012
Minor in Information Systems Management
John Ventura John Ventura's SEI Experience March 2007 - July 2007
Job Associate Relationship Manager at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management May 2015 - Present
PNC Private Client Group October 2011 - May 2015
Wells Fargo Bank September 2010 - October 2011
Prudential Financial June 2007 - September 2010
SEI March 2007 - July 2007
Education
Penn State University 2002 — 2006
BS, Finance
PNC Wealth Management May 2015 - Present
PNC Private Client Group October 2011 - May 2015
Wells Fargo Bank September 2010 - October 2011
Prudential Financial June 2007 - September 2010
SEI March 2007 - July 2007
Education
Penn State University 2002 — 2006
BS, Finance
Phil Senseny's SEI Experience September 2014 - Present
Job Director of Product Solutions at SEI
Industry Financial Services
Experience
SEI September 2014 - Present
SEI July 2013 - September 2014
SEI Investments December 2008 - July 2013
SEI Investments July 2007 - December 2008
SEI Investments October 2005 - June 2007
Skills
SDLC, User Acceptance Testing, Business Analysis, Requirements Analysis, Business Requirements, Software Project..., Process Improvement, Quality Assurance, System Testing, Mutual Funds, Agile Methodologies, Visio, Project Management, SQL, Quality Center, Testing, HP Quality Center
Education
Pennsylvania State University-Great Valley Graduate Center 2006 — 2009
MBA, Finance
Penn State University 2001 — 2005
BS, Mathematics
SEI September 2014 - Present
SEI July 2013 - September 2014
SEI Investments December 2008 - July 2013
SEI Investments July 2007 - December 2008
SEI Investments October 2005 - June 2007
Skills
SDLC, User Acceptance Testing, Business Analysis, Requirements Analysis, Business Requirements, Software Project..., Process Improvement, Quality Assurance, System Testing, Mutual Funds, Agile Methodologies, Visio, Project Management, SQL, Quality Center, Testing, HP Quality Center
Education
Pennsylvania State University-Great Valley Graduate Center 2006 — 2009
MBA, Finance
Penn State University 2001 — 2005
BS, Mathematics
Josh Friedland's SEI Experience June 2009 - August 2009
Job Sales Development Team Lead at Phenom People
Industry Computer Software
Experience
Phenom People January 2013 - Present
SEI Investments November 2010 - January 2013
SEI June 2009 - August 2009
Skills
Financial Analysis, Financial Reporting, Financial Accounting, Corporate Finance, Financial Risk, Finance, Business Strategy, Business, Financial Audits, Labor Relations, Human Resources, Recruiting, Technical Recruiting, Sourcing, Consulting, Analysis, New Business Development, Negotiation, Talent Management, SaaS, Applicant Tracking..., Onboarding, Temporary Placement, Interviews, Lead Generation, Sales, Talent Acquisition, Alcoholic Beverages, Leadership, Vietnamese, PHO, Business Development, Management
Education
Penn State University 2006 — 2010
Bachelor's degree, Labor and Employee Relations
Phenom People January 2013 - Present
SEI Investments November 2010 - January 2013
SEI June 2009 - August 2009
Skills
Financial Analysis, Financial Reporting, Financial Accounting, Corporate Finance, Financial Risk, Finance, Business Strategy, Business, Financial Audits, Labor Relations, Human Resources, Recruiting, Technical Recruiting, Sourcing, Consulting, Analysis, New Business Development, Negotiation, Talent Management, SaaS, Applicant Tracking..., Onboarding, Temporary Placement, Interviews, Lead Generation, Sales, Talent Acquisition, Alcoholic Beverages, Leadership, Vietnamese, PHO, Business Development, Management
Education
Penn State University 2006 — 2010
Bachelor's degree, Labor and Employee Relations
Bob McNally Bob McNally's SEI Experience July 2014 - Present
Job Business Analyst at SEI
Industry Computer Software
Experience
SEI July 2014 - Present
Iris Interactive Corporation -USA September 2012 - July 2014
Sands Department Store August 2008 - August 2012
Sea Isle City Chamber of Commerce and Revitalization May 2011 - August 2011
Sands Department Store June 2003 - August 2008
Skills
Leadership, Software Project..., Project Management, Portfolio Management, Business Analysis, User Acceptance Testing, Customer Service, Customer Support, Product Specification, Functional..., Technical Documentation, Technical Support, Time Management, Human Resources, Employee Relations, Public Speaking, Teamwork, Leadership Development, Social Networking, Team Management, SQL
Education
Penn State University 2008 — 2012
Bachelor of Science (BS), Management, 3.3
SEI July 2014 - Present
Iris Interactive Corporation -USA September 2012 - July 2014
Sands Department Store August 2008 - August 2012
Sea Isle City Chamber of Commerce and Revitalization May 2011 - August 2011
Sands Department Store June 2003 - August 2008
Skills
Leadership, Software Project..., Project Management, Portfolio Management, Business Analysis, User Acceptance Testing, Customer Service, Customer Support, Product Specification, Functional..., Technical Documentation, Technical Support, Time Management, Human Resources, Employee Relations, Public Speaking, Teamwork, Leadership Development, Social Networking, Team Management, SQL
Education
Penn State University 2008 — 2012
Bachelor of Science (BS), Management, 3.3
Gopi Patel (Desai)'s SEI Experience December 2010 - July 2014
Job Accounting Analyst/Financial Analyst
Industry Financial Services
Experience
SEI December 2010 - July 2014
Merrill Lynch June 2010 - September 2010
General Dynamics 2005 - 2007
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Sunguard, Enterprise Software, Trust, Bloomberg Terminal, Accounting, Financial Accounting, Account Reconciliation, Financial Statements, Vendor Management
Education
Penn State University 2007 — 2010
Bachelor's Degree, Finance
The Maharaja Sayajirao University of Baroda
Bachelor's Degree, Accounting
SEI December 2010 - July 2014
Merrill Lynch June 2010 - September 2010
General Dynamics 2005 - 2007
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Sunguard, Enterprise Software, Trust, Bloomberg Terminal, Accounting, Financial Accounting, Account Reconciliation, Financial Statements, Vendor Management
Education
Penn State University 2007 — 2010
Bachelor's Degree, Finance
The Maharaja Sayajirao University of Baroda
Bachelor's Degree, Accounting
Anthony Anella Anthony Anella's SEI Experience May 1989 - Present
Job Managing Director at SEI
Industry Financial Services
Experience
SEI May 1989 - Present
SEI Investments 1989 - Present
IBM January 1988 - May 1989
IBM January 1985 - January 1988
Skills
Series 24, 7, CRM, Management, Sales, Asset Management, Alternative Investments, Investments, Financial Services, Mutual Funds, Equities, Hedge Funds, Portfolio Management, Wealth Management, Securities, Asset Allocation, Fixed Income, Strategy, Product Management, Investment Management, Asset Managment, Financial Risk, Investment Advisory, Relationship Management, Strategic Planning
Education
Penn State University
BS, Business Administration and Management, General
SEI May 1989 - Present
SEI Investments 1989 - Present
IBM January 1988 - May 1989
IBM January 1985 - January 1988
Skills
Series 24, 7, CRM, Management, Sales, Asset Management, Alternative Investments, Investments, Financial Services, Mutual Funds, Equities, Hedge Funds, Portfolio Management, Wealth Management, Securities, Asset Allocation, Fixed Income, Strategy, Product Management, Investment Management, Asset Managment, Financial Risk, Investment Advisory, Relationship Management, Strategic Planning
Education
Penn State University
BS, Business Administration and Management, General
Phil Tacey Phil Tacey's SEI Experience March 2015 - Present
Job Business Manager
Industry Financial Services
Experience
Borough of West Chester April 2015 - Present
SEI March 2015 - Present
BNY Mellon November 2014 - March 2015
BNY Mellon January 2013 - November 2014
SEI February 2011 - January 2013
McBee Associates, Inc. June 2010 - February 2011
Skills
Microsoft Office, Financial Reporting, Fund Accounting, Leadership, Financial Analysis, Data Reconciliation, Economics, Accounting, Supervising, Hedge Funds, FX Hedging, Alternative Investments, Data Mining, Forecasting, Valuation, Finance, Account Reconciliation, Equities, Investments, Mutual Funds, Microsoft Excel, Bloomberg, PowerPoint, Bloomberg Terminal, Asset Management, Process Improvement, Fixed Income
Education
West Chester University of Pennsylvania 2014 — 2016
Master of Business Administration (MBA)
Penn State University 2006 — 2010
Finance, Economics
Borough of West Chester April 2015 - Present
SEI March 2015 - Present
BNY Mellon November 2014 - March 2015
BNY Mellon January 2013 - November 2014
SEI February 2011 - January 2013
McBee Associates, Inc. June 2010 - February 2011
Skills
Microsoft Office, Financial Reporting, Fund Accounting, Leadership, Financial Analysis, Data Reconciliation, Economics, Accounting, Supervising, Hedge Funds, FX Hedging, Alternative Investments, Data Mining, Forecasting, Valuation, Finance, Account Reconciliation, Equities, Investments, Mutual Funds, Microsoft Excel, Bloomberg, PowerPoint, Bloomberg Terminal, Asset Management, Process Improvement, Fixed Income
Education
West Chester University of Pennsylvania 2014 — 2016
Master of Business Administration (MBA)
Penn State University 2006 — 2010
Finance, Economics
Daniel Monk Daniel Monk's SEI Experience April 2015 - Present
Job Cash Specialist at SEI Investments
Industry Insurance
Experience
SEI April 2015 - Present
SEI Investments May 2014 - April 2015
Automatic Forecasting Systems January 2014 - April 2014
Skills
Mathematics, Actuarial Science, Statistics, Microsoft Excel, Access, R, Minitab, Data Analysis, Time Series Analysis
Education
Penn State University 2008 — 2013
Bachelor's Degree, Mathematics- Actuarial Science Option
SEI April 2015 - Present
SEI Investments May 2014 - April 2015
Automatic Forecasting Systems January 2014 - April 2014
Skills
Mathematics, Actuarial Science, Statistics, Microsoft Excel, Access, R, Minitab, Data Analysis, Time Series Analysis
Education
Penn State University 2008 — 2013
Bachelor's Degree, Mathematics- Actuarial Science Option
Brian Pantelich Brian Pantelich's SEI Experience June 2012 - September 2013
Job Analyst at JP Morgan
Industry Financial Services
Experience
J.P. Morgan September 2013 - Present
SEI June 2012 - September 2013
Skills
Financial Modeling, Financial Analysis, Financial Reporting, Bloomberg, Valuation
Education
Penn State University 2008 — 2012
Bachelor of Science in Finance
J.P. Morgan September 2013 - Present
SEI June 2012 - September 2013
Skills
Financial Modeling, Financial Analysis, Financial Reporting, Bloomberg, Valuation
Education
Penn State University 2008 — 2012
Bachelor of Science in Finance
Michael Wolfinger's SEI Experience December 2012 - Present
Job Fund Accounting Supervisor at SEI
Industry Financial Services
Experience
SEI December 2012 - Present
Downingtown Fire Department November 2012 - Present
Hertz May 2012 - November 2012
Northampton County Emergency Management Services July 2011 - May 2012
Palmer Municipal Fire Department October 2006 - May 2012
Lower Nazareth Township June 2009 - July 2011
Penn State Berks August 2010 - May 2011
Wert Investment Consulting Group of Wells Fargo Advisors January 2011 - April 2011
Skills
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Windows XP Pro, Microsoft Office, Microsoft Outlook, Customer Service, Sales, PowerPoint, Management, Accounting, Windows 7, Team Building, Leadership
Education
Penn State University 2007 — 2011
Business, Management
SEI December 2012 - Present
Downingtown Fire Department November 2012 - Present
Hertz May 2012 - November 2012
Northampton County Emergency Management Services July 2011 - May 2012
Palmer Municipal Fire Department October 2006 - May 2012
Lower Nazareth Township June 2009 - July 2011
Penn State Berks August 2010 - May 2011
Wert Investment Consulting Group of Wells Fargo Advisors January 2011 - April 2011
Skills
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Windows XP Pro, Microsoft Office, Microsoft Outlook, Customer Service, Sales, PowerPoint, Management, Accounting, Windows 7, Team Building, Leadership
Education
Penn State University 2007 — 2011
Business, Management
Kyle McDaniel Kyle McDaniel's SEI Experience July 2012 - August 2014
Job Consultant at Sogeti
Industry Information Technology and Services
Experience
Sogeti September 2015 - Present
Trion Group, a Marsh & McLennan Agency, LLC Company September 2014 - September 2015
SEI July 2012 - August 2014
Norris Hills Apartments 2013 - 2013
Target May 2011 - August 2012
Target August 2007 - August 2012
Innovative Development July 2011 - March 2012
Target 2009 - 2009
Skills
Problem Solving, Computer Hardware, information Technology, Visio, Access, Microsoft Office, HTML, SQL, XML, C++, Microsoft Excel, Active Directory, Microsoft SQL Server, Outlook, Visual Basic, PowerPoint, Microsoft Word, Customer Service, Team Leadership, Photoshop, Retail, Project Management, Analysis
Education
Penn State University 2007 — 2011
BS, Information Sciences and Technology
Northeast High School 2003 — 2007
High School Diploma, Engineering and Aerospace Magnet Program
Sogeti September 2015 - Present
Trion Group, a Marsh & McLennan Agency, LLC Company September 2014 - September 2015
SEI July 2012 - August 2014
Norris Hills Apartments 2013 - 2013
Target May 2011 - August 2012
Target August 2007 - August 2012
Innovative Development July 2011 - March 2012
Target 2009 - 2009
Skills
Problem Solving, Computer Hardware, information Technology, Visio, Access, Microsoft Office, HTML, SQL, XML, C++, Microsoft Excel, Active Directory, Microsoft SQL Server, Outlook, Visual Basic, PowerPoint, Microsoft Word, Customer Service, Team Leadership, Photoshop, Retail, Project Management, Analysis
Education
Penn State University 2007 — 2011
BS, Information Sciences and Technology
Northeast High School 2003 — 2007
High School Diploma, Engineering and Aerospace Magnet Program
Ryan Carlin,CRPC® Ryan Carlin,CRPC®'s SEI Experience March 2007 - December 2010
Job Investor Services Advisor at Lincoln Investment Planning
Industry Financial Services
Experience
Lincoln Investment Planning March 2014 - Present
Lincoln Investment Planning June 2013 - Present
SEI March 2007 - December 2010
Skills
Personal Financial..., Strategic Financial..., Financial Analysis, Tax Reduction, College Funding..., Financial Transactions, Online Research, Web Conferences, Practice Management, Social Media, Commercial Real Estate, Cash Flow, Podcasting, Investments, Financial Advisory, Finance, Series 7, Mutual Funds
Education
Penn State University 2003 — 2007
Bachelor of Science (BS), Finance, General
Lincoln Investment Planning March 2014 - Present
Lincoln Investment Planning June 2013 - Present
SEI March 2007 - December 2010
Skills
Personal Financial..., Strategic Financial..., Financial Analysis, Tax Reduction, College Funding..., Financial Transactions, Online Research, Web Conferences, Practice Management, Social Media, Commercial Real Estate, Cash Flow, Podcasting, Investments, Financial Advisory, Finance, Series 7, Mutual Funds
Education
Penn State University 2003 — 2007
Bachelor of Science (BS), Finance, General
Brett Naile Brett Naile's SEI Experience June 2015 - Present
Job Financial Accounting and Reporting Associate at SEI
Industry Financial Services
Experience
SEI June 2015 - Present
Giant Food August 2014 - April 2015
Giant Food August 2008 - April 2015
Northwestern Mutual January 2014 - December 2014
Martin's Food August 2011 - April 2013
Lockheed Martin November 2010 - April 2011
Skills
Time Management, Leadership, Microsoft Excel, Customer Service, People Skills, Social Networking, Communication, PowerPoint, Public Speaking, Teamwork, Research, Microsoft Word, Microsoft Office, Stock Trading, Social Media, Event Planning, Computers, Multitasking Skills, Interpersonal Skill, Finance, Management, Data Analysis, Financial Reporting, Financial Accounting
Education
Penn State University 2011 — 2015
Bachelor’s Degree, Finance, 3.58 Cumulative GPA
Phoenixville Area High School 2007 — 2011
High School Diploma, General Studies
SEI June 2015 - Present
Giant Food August 2014 - April 2015
Giant Food August 2008 - April 2015
Northwestern Mutual January 2014 - December 2014
Martin's Food August 2011 - April 2013
Lockheed Martin November 2010 - April 2011
Skills
Time Management, Leadership, Microsoft Excel, Customer Service, People Skills, Social Networking, Communication, PowerPoint, Public Speaking, Teamwork, Research, Microsoft Word, Microsoft Office, Stock Trading, Social Media, Event Planning, Computers, Multitasking Skills, Interpersonal Skill, Finance, Management, Data Analysis, Financial Reporting, Financial Accounting
Education
Penn State University 2011 — 2015
Bachelor’s Degree, Finance, 3.58 Cumulative GPA
Phoenixville Area High School 2007 — 2011
High School Diploma, General Studies
Marc Almes's SEI Experience May 1994 - Present
Job Fund Accounting Manager at SEI
Industry Financial Services
Experience
SEI May 1994 - Present
Franklin Templeton 1998 - 1998
Skills
Mutual Funds, Accounting, Securities, Investments, Equities, Financial Services, Fund Accounting
Education
Penn State University 1989 — 1993
B.S., Accounting
SEI May 1994 - Present
Franklin Templeton 1998 - 1998
Skills
Mutual Funds, Accounting, Securities, Investments, Equities, Financial Services, Fund Accounting
Education
Penn State University 1989 — 1993
B.S., Accounting
Matt Schnure Matt Schnure's SEI Experience February 2011 - Present
Job Development Manager at SEI
Industry Information Technology and Services
Experience
SEI February 2011 - Present
Deloitte Consulting July 2004 - February 2011
Skills
SDLC, Requirements Analysis, Business Analysis, Project Management, Software Project..., IT Strategy, Business Process..., Enterprise Architecture, Testing, Program Management, Agile Project Management
Education
Penn State University 1999 — 2003
BS, Information Sciences and Technology
SEI February 2011 - Present
Deloitte Consulting July 2004 - February 2011
Skills
SDLC, Requirements Analysis, Business Analysis, Project Management, Software Project..., IT Strategy, Business Process..., Enterprise Architecture, Testing, Program Management, Agile Project Management
Education
Penn State University 1999 — 2003
BS, Information Sciences and Technology
Alexander Dachille Alexander Dachille's SEI Experience January 2015 - June 2015
Job Project Controller Analyst at Deloitte
Industry Management Consulting
Experience
Deloitte July 2015 - Present
SEI January 2015 - June 2015
SanDisk June 2014 - October 2014
YMCA May 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Economics, Microsoft Word, Research, Teamwork, English, Financial Analysis, Social Media, Public Speaking, Data Analysis, Statistics, Accounting, Team Leadership, Financial Modeling, Market Research, Access, Sales, Time Management
Education
Penn State University 2010 — 2014
Bachelor's Degree, Economics
Deloitte July 2015 - Present
SEI January 2015 - June 2015
SanDisk June 2014 - October 2014
YMCA May 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Economics, Microsoft Word, Research, Teamwork, English, Financial Analysis, Social Media, Public Speaking, Data Analysis, Statistics, Accounting, Team Leadership, Financial Modeling, Market Research, Access, Sales, Time Management
Education
Penn State University 2010 — 2014
Bachelor's Degree, Economics
Rob Bonanno Rob Bonanno's SEI Experience October 2013 - Present
Job Investor Servicing Manager at SEI
Industry Financial Services
Experience
SEI October 2013 - Present
SEI Investments September 2011 - October 2013
SEI May 2007 - August 2011
SEI August 2005 - May 2007
Skills
Hedge Funds, Mutual Funds, Alternative Investments, Financial Analysis, Fund Accounting, Management, Investor Servicing
Education
Penn State University 1999 — 2003
Bachelor of Science (BS), Accounting
SEI October 2013 - Present
SEI Investments September 2011 - October 2013
SEI May 2007 - August 2011
SEI August 2005 - May 2007
Skills
Hedge Funds, Mutual Funds, Alternative Investments, Financial Analysis, Fund Accounting, Management, Investor Servicing
Education
Penn State University 1999 — 2003
Bachelor of Science (BS), Accounting
Matthew John DiGiulio Matthew John DiGiulio's SEI Experience June 2005 - June 2008
Job Commercial Real Estate Agent Retail Site Development
Industry Real Estate
Experience
Zommick McMahon Commercial Real Estate, Inc. January 2010 - Present
SEI June 2005 - June 2008
Skills
Brokerage, Real Estate Transactions, Commercial Real Estate, Investment Sales, Real Estate Development, Leases, Tenant, Tenant Representation, Investments, Location Intelligence, Real Estate
Education
Penn State University 1999 — 2003
BS, Finance
Zommick McMahon Commercial Real Estate, Inc. January 2010 - Present
SEI June 2005 - June 2008
Skills
Brokerage, Real Estate Transactions, Commercial Real Estate, Investment Sales, Real Estate Development, Leases, Tenant, Tenant Representation, Investments, Location Intelligence, Real Estate
Education
Penn State University 1999 — 2003
BS, Finance
Marcia Noa Marcia Noa's SEI Experience July 1989 - Present
Job Vice President at SEI Investments
Industry Financial Services
Experience
SEI July 1989 - Present
Delaware County SPCA June 2007 - June 2014
Computer Command and Control Company July 1988 - July 1989
Premier Systems, Inc. April 1983 - May 1988
Skills
Organizational..., Strategic Planning, Strategic Communications, Project Management, Leadership Development, Training, Leadership, Editing, Program Management, Quality Assurance, Public Speaking, Entrepreneurship, Change Management, Management, Software Documentation, Strategy, Business Strategy, Management Consulting, Cross-functional Team..., Marketing Strategy, Business Analysis
Education
University of Pennsylvania 1995 — 1999
MS, Organizational Dynamics
Penn State University 1977 — 1981
BA, Psychology
SEI July 1989 - Present
Delaware County SPCA June 2007 - June 2014
Computer Command and Control Company July 1988 - July 1989
Premier Systems, Inc. April 1983 - May 1988
Skills
Organizational..., Strategic Planning, Strategic Communications, Project Management, Leadership Development, Training, Leadership, Editing, Program Management, Quality Assurance, Public Speaking, Entrepreneurship, Change Management, Management, Software Documentation, Strategy, Business Strategy, Management Consulting, Cross-functional Team..., Marketing Strategy, Business Analysis
Education
University of Pennsylvania 1995 — 1999
MS, Organizational Dynamics
Penn State University 1977 — 1981
BA, Psychology
Ryan Yosua Ryan Yosua's SEI Experience June 2015 - August 2015
Job Student at Penn State, Cofounder and Developer at YosuaTreeGames LLC
Industry Computer Software
Experience
YosuaTreeGames LLC February 2013 - Present
SEI June 2015 - August 2015
Liberty Mutual Insurance May 2014 - August 2014
Penn State University April 2013 - May 2014
Phoenixville Area School District October 2008 - August 2012
Skills
Java, PHP, JavaScript, Lua, MySQL, SQL, Git, CSS, HTML, jQuery, Drupal, Corona SDK, Web Development, Desktop Application..., Mobile Game Development, C#, Unity3D, Informatica
Education
Penn State University 2012 — 2016
BS, Information Sciences and Technology
YosuaTreeGames LLC February 2013 - Present
SEI June 2015 - August 2015
Liberty Mutual Insurance May 2014 - August 2014
Penn State University April 2013 - May 2014
Phoenixville Area School District October 2008 - August 2012
Skills
Java, PHP, JavaScript, Lua, MySQL, SQL, Git, CSS, HTML, jQuery, Drupal, Corona SDK, Web Development, Desktop Application..., Mobile Game Development, C#, Unity3D, Informatica
Education
Penn State University 2012 — 2016
BS, Information Sciences and Technology
Greg Shelton Greg Shelton's SEI Experience January 2011 - July 2012
Job Staff Accountant at AC Lordi
Industry Financial Services
Experience
AC Lordi December 2014 - Present
BNY Mellon July 2012 - November 2014
SEI January 2011 - July 2012
Skills
Analysis, Finance, Financial Reporting, Microsoft Excel, Microsoft Word, Equities, Fund Accounting, Team-oriented
Education
Saint Joseph's University
Master of Business Administration (MBA) with a concentration in Finance
Penn State University 2006 — 2010
BS, Accounting
AC Lordi December 2014 - Present
BNY Mellon July 2012 - November 2014
SEI January 2011 - July 2012
Skills
Analysis, Finance, Financial Reporting, Microsoft Excel, Microsoft Word, Equities, Fund Accounting, Team-oriented
Education
Saint Joseph's University
Master of Business Administration (MBA) with a concentration in Finance
Penn State University 2006 — 2010
BS, Accounting
Mary McKaig, MBA, SPHR, SHRM-SCP's SEI Experience June 2012 - Present
Job Senior HR Leader with Operations Experience
Industry Human Resources
Experience
SEI June 2012 - Present
Houghton Mifflin Harcourt March 2011 - June 2012
Houghton Mifflin Harcourt July 2009 - March 2011
Park Square Homes August 2005 - 2009
Hewitt Associates (now AON) August 2000 - July 2005
Arcadia Financial October 1997 - June 2000
PageNet Inc. October 1994 - October 1997
Maybelline November 1993 - July 1994
Frito Lay June 1992 - November 1993
Skills
Employee Engagement, Change Management, Performance Management, Talent Management, Organizational..., Employee Relations, Process Improvement, Strategy, Management, Leadership, Talent Acquisition, Budgets, Succession Planning, Human Resources, Training, Leadership Development, Employee Benefits, Vendor Management, Workforce Planning, Project Planning, Strategic Planning, Onboarding, HRIS, Project Management, Recruiting, Strategic Communications, Coaching, Policy, Program Management, Deferred Compensation, Payroll, Analysis, Organizational Design, Personnel Management, Applicant Tracking..., Team Management, Benefits Administration
Education
Rollins College - Crummer Graduate School of Business 1989 — 1991
MBA, Business Administration
Penn State University
BA, Advertising/Communications
SEI June 2012 - Present
Houghton Mifflin Harcourt March 2011 - June 2012
Houghton Mifflin Harcourt July 2009 - March 2011
Park Square Homes August 2005 - 2009
Hewitt Associates (now AON) August 2000 - July 2005
Arcadia Financial October 1997 - June 2000
PageNet Inc. October 1994 - October 1997
Maybelline November 1993 - July 1994
Frito Lay June 1992 - November 1993
Skills
Employee Engagement, Change Management, Performance Management, Talent Management, Organizational..., Employee Relations, Process Improvement, Strategy, Management, Leadership, Talent Acquisition, Budgets, Succession Planning, Human Resources, Training, Leadership Development, Employee Benefits, Vendor Management, Workforce Planning, Project Planning, Strategic Planning, Onboarding, HRIS, Project Management, Recruiting, Strategic Communications, Coaching, Policy, Program Management, Deferred Compensation, Payroll, Analysis, Organizational Design, Personnel Management, Applicant Tracking..., Team Management, Benefits Administration
Education
Rollins College - Crummer Graduate School of Business 1989 — 1991
MBA, Business Administration
Penn State University
BA, Advertising/Communications
Ryan Rafalowski's SEI Experience November 2013 - Present
Job Fund Accounting Manager at SEI
Industry Financial Services
Experience
SEI November 2013 - Present
SEI July 2007 - Present
Clover Hill Winery January 2005 - July 2007
Skills
Leadership, Financial Analysis, Vendor Management, Team Building, Call Centers
Education
Penn State University 1993 — 1998
SEI November 2013 - Present
SEI July 2007 - Present
Clover Hill Winery January 2005 - July 2007
Skills
Leadership, Financial Analysis, Vendor Management, Team Building, Call Centers
Education
Penn State University 1993 — 1998
Dale Murphy's SEI Experience January 2011 - September 2012
Job Deposit Operations Trust Manager Ally Bank
Industry Financial Services
Experience
Ally Bank April 2013 - Present
SEI January 2011 - September 2012
Wells Fargo Bank November 2008 - February 2011
Wachovia Securities April 2003 - October 2008
Morgan Stanley January 1998 - April 2003
Joseph Ambler Inn April 1996 - January 1998
Rumtopf Design June 1989 - December 1997
American Red Cross, United Way, Embreeville State Hospital and St. Gabriel's Hall March 1978 - March 1988
Education
Pennsylvania State University, University Park 1974 — 1978
Bachelor of Arts (B.A.), Social Work
Ally Bank April 2013 - Present
SEI January 2011 - September 2012
Wells Fargo Bank November 2008 - February 2011
Wachovia Securities April 2003 - October 2008
Morgan Stanley January 1998 - April 2003
Joseph Ambler Inn April 1996 - January 1998
Rumtopf Design June 1989 - December 1997
American Red Cross, United Way, Embreeville State Hospital and St. Gabriel's Hall March 1978 - March 1988
Education
Pennsylvania State University, University Park 1974 — 1978
Bachelor of Arts (B.A.), Social Work
Daniel S. Gormont, Sr.'s SEI Experience 2000 - 2010
Job Vice President, Sales at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
Kellner Capital 2013 - 2015
Equinox Fund Management, LLC 2010 - 2013
SEI 2000 - 2010
US Department of Homeland Security 2006 - 2007
Prudential Financial 1996 - 2000
Education
Penn State University
Fidelity Investments April 2015 - Present
Kellner Capital 2013 - 2015
Equinox Fund Management, LLC 2010 - 2013
SEI 2000 - 2010
US Department of Homeland Security 2006 - 2007
Prudential Financial 1996 - 2000
Education
Penn State University
Lorri Benyaker's SEI Experience June 1999 - December 2005
Job Director of IT Quality & Change Mgmt at Susquehanna Banchshares
Industry Banking
Experience
Susquehanna Bank September 2014 - Present
Comcast January 2010 - September 2014
Barclays Bank of Delaware January 2006 - January 2010
Barclaycard January 2006 - January 2010
SEI June 1999 - December 2005
Strategic BCP March 2000 - August 2004
SMS 1988 - 1999
Siemens Medical Solutions 1988 - 1998
Skills
SDLC, Test Automation, Software Development, Testing, Agile Methodologies, Quality Center, Software Quality..., Software Documentation, Quality Assurance, Project Management, Project Planning, Educational Leadership, Educational Technology, Management, Technical Writing, Usability, Troubleshooting, Regression Testing, Automation, Change Management, Business Process, Requirements Analysis, Integration, HP Quality Center
Education
UOP 2013 — 2016
Bachelor’s Degree, Small Business and Entrepreneurship, 3.78
Penn State University 1986 — 1988
MCMP, MicroComputer MicroProcessing Engineering
Susquehanna Bank September 2014 - Present
Comcast January 2010 - September 2014
Barclays Bank of Delaware January 2006 - January 2010
Barclaycard January 2006 - January 2010
SEI June 1999 - December 2005
Strategic BCP March 2000 - August 2004
SMS 1988 - 1999
Siemens Medical Solutions 1988 - 1998
Skills
SDLC, Test Automation, Software Development, Testing, Agile Methodologies, Quality Center, Software Quality..., Software Documentation, Quality Assurance, Project Management, Project Planning, Educational Leadership, Educational Technology, Management, Technical Writing, Usability, Troubleshooting, Regression Testing, Automation, Change Management, Business Process, Requirements Analysis, Integration, HP Quality Center
Education
UOP 2013 — 2016
Bachelor’s Degree, Small Business and Entrepreneurship, 3.78
Penn State University 1986 — 1988
MCMP, MicroComputer MicroProcessing Engineering
Brendan Coyne's SEI Experience September 1998 - September 2000
Job CIMA (R), Vice PresidentClient Advisor at JP Morgan Asset Management
Industry Investment Management
Experience
J.P. Morgan June 2010 - Present
Calamos Investments September 2003 - May 2010
AIG SunAmerica September 2000 - September 2003
SEI September 1998 - September 2000
Skills
Series 7, Series 63, Mutual Funds, Alternative Investments, Separately Managed..., Asset Allocation, Investments, Asset Managment, Wealth Management, Series 65, Equities, DCIS/401K
Education
Penn State University 1988 — 1992
Bachelor of Arts (BA), History, French Minor
Central Catholic High School Pittsburgh PA 1984 — 1987
College Prepatory
J.P. Morgan June 2010 - Present
Calamos Investments September 2003 - May 2010
AIG SunAmerica September 2000 - September 2003
SEI September 1998 - September 2000
Skills
Series 7, Series 63, Mutual Funds, Alternative Investments, Separately Managed..., Asset Allocation, Investments, Asset Managment, Wealth Management, Series 65, Equities, DCIS/401K
Education
Penn State University 1988 — 1992
Bachelor of Arts (BA), History, French Minor
Central Catholic High School Pittsburgh PA 1984 — 1987
College Prepatory
Nathanial Lachman's SEI Experience September 2002 - Present
Job Hedge Fund Accounting Supervisor at SEI
Industry Accounting
Experience
SEI September 2002 - Present
Skills
Hedge Funds, Fixed Income, Private Equity, Asset Management, Alternative Investments, Financial Services, Equities, Investments, Mutual Funds, Financial Reporting, Valuation, Financial Analysis, Financial Modeling, Bloomberg, Derivatives
Education
Penn State University 1998 — 2002
SEI September 2002 - Present
Skills
Hedge Funds, Fixed Income, Private Equity, Asset Management, Alternative Investments, Financial Services, Equities, Investments, Mutual Funds, Financial Reporting, Valuation, Financial Analysis, Financial Modeling, Bloomberg, Derivatives
Education
Penn State University 1998 — 2002
Gina (Romano) Gullo's SEI Experience November 1997 - Present
Job Project Manager/ Vendor Management at SEI Investments
Industry Financial Services
Experience
SEI November 1997 - Present
SEI 1997 - 2010
PNC Advisors 1993 - 1997
Skills
Financial Services, Business Analysis, Mutual Funds, Banking, Hedge Funds, Equities, Relationship Management, Investments, Fixed Income, Project Management, Vendor Management, Portfolio Management, Wealth Management, Risk Management
Education
Penn State University 1989 — 1993
Bachelor's degree, Business, Management, Marketing, and Related Support Services
SEI November 1997 - Present
SEI 1997 - 2010
PNC Advisors 1993 - 1997
Skills
Financial Services, Business Analysis, Mutual Funds, Banking, Hedge Funds, Equities, Relationship Management, Investments, Fixed Income, Project Management, Vendor Management, Portfolio Management, Wealth Management, Risk Management
Education
Penn State University 1989 — 1993
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Jeff Beers's SEI Experience September 1999 - July 2003
Job Senior Account Executive at Sovereign Insurance Group
Industry Insurance
Experience
Sovereign Insurance Group January 2007 - Present
Kuranda Financial Mortgage Inc. EST1996 July 2005 - March 2006
Campus Crusade for Christ August 2003 - July 2005
SEI September 1999 - July 2003
Skills
Insurance, Microsoft Excel, New Business Development, Microsoft Office, PowerPoint, Property & Casualty..., Microsoft Word, Public Speaking, Team Building, Customer Service, Workers Compensation, Umbrella Insurance, Automobile Liability, Health Insurance
Education
Pennsylvania State University - University Park Campus 1995 — 1999
Bachelor of Science (B.S.), Economics
Sovereign Insurance Group January 2007 - Present
Kuranda Financial Mortgage Inc. EST1996 July 2005 - March 2006
Campus Crusade for Christ August 2003 - July 2005
SEI September 1999 - July 2003
Skills
Insurance, Microsoft Excel, New Business Development, Microsoft Office, PowerPoint, Property & Casualty..., Microsoft Word, Public Speaking, Team Building, Customer Service, Workers Compensation, Umbrella Insurance, Automobile Liability, Health Insurance
Education
Pennsylvania State University - University Park Campus 1995 — 1999
Bachelor of Science (B.S.), Economics
Donald O'Hara's SEI Experience 1995 - 1997
Job COO & CCO AlphaOne Capital Partners LLC
Industry Financial Services
Experience
AlphaOne Capital Partners LLC July 2009 - Present
Reliance International January 2006 - April 2010
CMS Companies June 2004 - January 2006
Gartmore October 1999 - June 2004
Brinker Capital June 1997 - October 1999
SEI 1995 - 1997
Skills
Hedge Funds, Asset Management, Equities, Mutual Funds, Alternative Investments, Asset Managment, Private Equity, Portfolio Management, Capital Markets, Investments, Bloomberg, Securities
Education
Villanova University 1996 — 1999
MBA, Business
Pennsylvania State University 1990 — 1994
BS, Economics
AlphaOne Capital Partners LLC July 2009 - Present
Reliance International January 2006 - April 2010
CMS Companies June 2004 - January 2006
Gartmore October 1999 - June 2004
Brinker Capital June 1997 - October 1999
SEI 1995 - 1997
Skills
Hedge Funds, Asset Management, Equities, Mutual Funds, Alternative Investments, Asset Managment, Private Equity, Portfolio Management, Capital Markets, Investments, Bloomberg, Securities
Education
Villanova University 1996 — 1999
MBA, Business
Pennsylvania State University 1990 — 1994
BS, Economics
Bernice Morgan's SEI Experience June 2012 - February 2015
Job GWP Technical Sales at SEI
Industry Financial Services
Experience
Deloitte February 2015 - Present
SEI June 2012 - February 2015
SEI November 1987 - February 2015
SEI February 2010 - June 2012
SEI Investments July 2005 - October 2008
SEI Investments 1987 - 2008
SEI Investments November 1987 - July 2005
Skills
Portfolio Management, Middle Office, Hedge Funds, Alternative Investments, Securities, Corporate Actions, Investment Strategies, Asset Allocation, Series 63, Investment Management
Education
Penn State University 1983 — 1987
BS, Finance
conestoga senior high school
High School Diploma
University of Pennsylvania
MLA
Deloitte February 2015 - Present
SEI June 2012 - February 2015
SEI November 1987 - February 2015
SEI February 2010 - June 2012
SEI Investments July 2005 - October 2008
SEI Investments 1987 - 2008
SEI Investments November 1987 - July 2005
Skills
Portfolio Management, Middle Office, Hedge Funds, Alternative Investments, Securities, Corporate Actions, Investment Strategies, Asset Allocation, Series 63, Investment Management
Education
Penn State University 1983 — 1987
BS, Finance
conestoga senior high school
High School Diploma
University of Pennsylvania
MLA
Edward Adams's SEI Experience 2011 - 2011
Job Financial Controller at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase April 2013 - Present
KPMG 2012 - 2013
Citi 2012 - 2012
SEI 2011 - 2011
Prudential Financial July 1997 - 2009
Skills
Risk Management, Portfolio Management, Insurance, Business Analysis, Financial Analysis, Financial Services, Process Improvement, Vendor Management, Investments, SDLC, Financial Risk, Banking, Strategic Financial..., Financial Modeling, Business Process..., Analysis, Financial Planning
Education
Penn State University 2005 — 2006
Certificate, Project Management
Philadelphia University 2003 — 2005
Bachelors, Finance
JPMorgan Chase April 2013 - Present
KPMG 2012 - 2013
Citi 2012 - 2012
SEI 2011 - 2011
Prudential Financial July 1997 - 2009
Skills
Risk Management, Portfolio Management, Insurance, Business Analysis, Financial Analysis, Financial Services, Process Improvement, Vendor Management, Investments, SDLC, Financial Risk, Banking, Strategic Financial..., Financial Modeling, Business Process..., Analysis, Financial Planning
Education
Penn State University 2005 — 2006
Certificate, Project Management
Philadelphia University 2003 — 2005
Bachelors, Finance
Steve Gerhart's SEI Experience February 2004 - October 2010
Job Systems Engineer at Cisco Systems
Industry Information Technology and Services
Experience
Cisco Systems November 2010 - Present
SEI February 2004 - October 2010
Skills
Cisco Technologies
Education
Penn State University
Master's degree, Computer Software Engineering
Cisco Systems November 2010 - Present
SEI February 2004 - October 2010
Skills
Cisco Technologies
Education
Penn State University
Master's degree, Computer Software Engineering
Mandy Kubach Albano's SEI Experience February 2013 - Present
Job Investment Adviser/Broker Dealer Compliance Officer at SEI
Industry Financial Services
Experience
SEI February 2013 - Present
Education
University of Sussex 2003 — 2003
Biological Basis of Mental Disorders
Penn State University 1998 — 2003
MHS
SEI February 2013 - Present
Education
University of Sussex 2003 — 2003
Biological Basis of Mental Disorders
Penn State University 1998 — 2003
MHS
Michele Mast's SEI Experience November 1997 - March 2010
Job IT Business Relationship Manager at Quest Diagnostics
Industry Financial Services
Experience
Quest Diagnostics July 2014 - Present
Philadelphia Women's Lacrosse Umpires Association 2008 - Present
Quest Diagnostics April 2013 - July 2014
Quest Diagnostics May 2010 - April 2013
SEI November 1997 - March 2010
SEI Investments June 1995 - November 1997
Penn State University January 1993 - June 1995
Skills
Securities, Asset Management, Strategic Planning, Financial Services, Relationship Management, Cash Management, Executive Management, Strategic Financial..., Mutual Funds, Wealth Management, Vendor Management, Asset Managment, Project Management, Product Development, Product Management, Management, Budgets
Education
Villanova University 1996 — 1997
Certificate, Financial Technology
Penn State University 1985 — 1992
BS, Science, with Computer Science emphasis
Quest Diagnostics July 2014 - Present
Philadelphia Women's Lacrosse Umpires Association 2008 - Present
Quest Diagnostics April 2013 - July 2014
Quest Diagnostics May 2010 - April 2013
SEI November 1997 - March 2010
SEI Investments June 1995 - November 1997
Penn State University January 1993 - June 1995
Skills
Securities, Asset Management, Strategic Planning, Financial Services, Relationship Management, Cash Management, Executive Management, Strategic Financial..., Mutual Funds, Wealth Management, Vendor Management, Asset Managment, Project Management, Product Development, Product Management, Management, Budgets
Education
Villanova University 1996 — 1997
Certificate, Financial Technology
Penn State University 1985 — 1992
BS, Science, with Computer Science emphasis
Beth Lange-Fisher's SEI Experience May 2010 - Present
Job Project Manager at SEI
Industry Financial Services
Experience
SEI May 2010 - Present
SEI March 2006 - May 2010
SEI September 1992 - March 2006
Education
Penn State University 1993 — 1995
Masters in Business Management
University of Richmond - Robins School of Business 1983 — 1987
Bachelor of Science in Business Administration, Finance/Economics
SEI May 2010 - Present
SEI March 2006 - May 2010
SEI September 1992 - March 2006
Education
Penn State University 1993 — 1995
Masters in Business Management
University of Richmond - Robins School of Business 1983 — 1987
Bachelor of Science in Business Administration, Finance/Economics
Anthony DiGirolomo's SEI Experience 1995 - 2003
Job Manager Business Development, Stormwater Solutions NE Region at AbTech Industries, Inc.
Industry Environmental Services
Experience
AbTech Industries, Inc. March 2014 - Present
Grid One Solutions April 2013 - March 2014
Grid One Solutions July 2012 - April 2013
LR Kimball August 2008 - January 2011
Farmers Insurance 2011 - 2011
Borough of Phoenixville February 2006 - January 2008
PA Department of Conservation & Natural Resources May 2003 - January 2006
SEI 1995 - 2003
Skills
Building Relationships, Public Relations, Customer Relations, Government Liaison, Government Relations, Local Government, Collective Bargaining, Grievance Resolution, Development Of Policies, Budgeting, Expense Control, Strategic Financial..., Operating Budgets, Business Relationship..., Contract Negotiation, Project Planning, Resource Allocation, Budget Tracking, Public Speaking, Persuasive Writing, Grassroots Campaigning, Campaign Strategies, Local Politics, Public Space, Downtown Revitalization, Streetscapes, New Business Development, Client Retention, Trade Show..., Relationship Cultivation, Executive Level..., Management Consulting, Political Consulting, Strategic Consulting, Quality Assurance, Team Leadership, Program Management, Long Range Planning, Budget Development, Budget Management, Employee Management, Budgets, Strategic Planning, Customer Retention, Operations Management, Customer Service, Policy, Process Improvement, Grassroots Organizing, Business Development
Education
Penn State University 2004 — 2006
Master's (in progress), Public Adminstration
Rosemont 1995 — 1997
B.S. Management, Business & Management
AbTech Industries, Inc. March 2014 - Present
Grid One Solutions April 2013 - March 2014
Grid One Solutions July 2012 - April 2013
LR Kimball August 2008 - January 2011
Farmers Insurance 2011 - 2011
Borough of Phoenixville February 2006 - January 2008
PA Department of Conservation & Natural Resources May 2003 - January 2006
SEI 1995 - 2003
Skills
Building Relationships, Public Relations, Customer Relations, Government Liaison, Government Relations, Local Government, Collective Bargaining, Grievance Resolution, Development Of Policies, Budgeting, Expense Control, Strategic Financial..., Operating Budgets, Business Relationship..., Contract Negotiation, Project Planning, Resource Allocation, Budget Tracking, Public Speaking, Persuasive Writing, Grassroots Campaigning, Campaign Strategies, Local Politics, Public Space, Downtown Revitalization, Streetscapes, New Business Development, Client Retention, Trade Show..., Relationship Cultivation, Executive Level..., Management Consulting, Political Consulting, Strategic Consulting, Quality Assurance, Team Leadership, Program Management, Long Range Planning, Budget Development, Budget Management, Employee Management, Budgets, Strategic Planning, Customer Retention, Operations Management, Customer Service, Policy, Process Improvement, Grassroots Organizing, Business Development
Education
Penn State University 2004 — 2006
Master's (in progress), Public Adminstration
Rosemont 1995 — 1997
B.S. Management, Business & Management
Julia Emig's SEI Experience September 2005 - Present
Job Operations Build / Global Wealth Project
Industry Financial Services
Experience
SEI September 2005 - Present
SEI 1993 - 2010
Skills
Mutual Funds, Investments, Securities, Wealth Management, Financial Analysis
Education
Penn State University 1987 — 1991
BS, Accounting
SEI September 2005 - Present
SEI 1993 - 2010
Skills
Mutual Funds, Investments, Securities, Wealth Management, Financial Analysis
Education
Penn State University 1987 — 1991
BS, Accounting
Giovanna Toledo's SEI Experience September 2013 - Present
Job SQL Server DBA at SEI
Industry Information Technology and Services
Experience
SEI September 2013 - Present
MTPCS, LLC DBA Cellular One March 2011 - March 2013
Teleperformance January 2008 - June 2009
NHS North Western Human Services November 2006 - December 2007
Skills
Replication, Backup/Restore, SSIS, SSRS, DTS, Log Shipping, Mirroring, Stored Procedures, Microsoft SQL Server, Data Migration, T-SQL, Security, Disaster Recovery, Database Administration, Databases, Troubleshooting, Analysis Services, Access, SQL Tuning, Relational Databases, SQL
Education
Microsoft Certification 2010 — 2010
MCTS Certification SQL Server 2005 Implementing and Maintenance, MSIS
Penn State University 1998 — 2000
Bachelor of Science, Management Science and Information Systems (MSIS)
SEI September 2013 - Present
MTPCS, LLC DBA Cellular One March 2011 - March 2013
Teleperformance January 2008 - June 2009
NHS North Western Human Services November 2006 - December 2007
Skills
Replication, Backup/Restore, SSIS, SSRS, DTS, Log Shipping, Mirroring, Stored Procedures, Microsoft SQL Server, Data Migration, T-SQL, Security, Disaster Recovery, Database Administration, Databases, Troubleshooting, Analysis Services, Access, SQL Tuning, Relational Databases, SQL
Education
Microsoft Certification 2010 — 2010
MCTS Certification SQL Server 2005 Implementing and Maintenance, MSIS
Penn State University 1998 — 2000
Bachelor of Science, Management Science and Information Systems (MSIS)
Robert Newmiller's SEI Experience November 2011 - Present
Job Solutions Specialist at SEI
Industry Financial Services
Experience
SEI November 2011 - Present
SEI October 2009 - November 2011
SEI March 2008 - October 2009
United Mortgage Corp., Inc. June 2006 - March 2008
Skills
Project Management, Project Execution, Public Speaking, Cross Functional..., Process Improvements, Troubleshooting, Leadership, Analysis, Bloomberg
Education
Penn State University 2002 — 2006
BS, Finance
SEI November 2011 - Present
SEI October 2009 - November 2011
SEI March 2008 - October 2009
United Mortgage Corp., Inc. June 2006 - March 2008
Skills
Project Management, Project Execution, Public Speaking, Cross Functional..., Process Improvements, Troubleshooting, Leadership, Analysis, Bloomberg
Education
Penn State University 2002 — 2006
BS, Finance
Katie Parsons's SEI Experience October 1997 - February 2010
Job Vice President, Senior Trust Officer at New York Private Trust Company
Industry Financial Services
Experience
New York Private Trust Company September 2013 - Present
The Advisory Trust Company of Delaware October 2010 - September 2013
SEI October 1997 - February 2010
Wachovia February 1987 - September 1997
Skills
Strategic Planning, Wealth Management, Compliance, Banking, Team Leadership, Relationship Management, Customer Experience, Project Management, Project Planning, Leadership, Mutual Funds, Securities, Alternative Investments, Asset Allocation, Financial Planning
Education
Penn State University
New York Private Trust Company September 2013 - Present
The Advisory Trust Company of Delaware October 2010 - September 2013
SEI October 1997 - February 2010
Wachovia February 1987 - September 1997
Skills
Strategic Planning, Wealth Management, Compliance, Banking, Team Leadership, Relationship Management, Customer Experience, Project Management, Project Planning, Leadership, Mutual Funds, Securities, Alternative Investments, Asset Allocation, Financial Planning
Education
Penn State University
William Zitelli's SEI Experience 2000 - 2005
Job General Counsel at CBRE Clarion Securities
Industry Investment Management
Experience
CBRE Clarion Securities September 2007 - Present
SEI 2000 - 2005
Merrill Lynch Investment Managers 1998 - 2000
Reboul MacMurray Hewitt Maynard & Kristol 1994 - 1998
Skills
Mutual Funds, Securities, Investment Management, Asset Managment, Risk Management, Hedge Funds, Corporate Governance, Due Diligence, Private Equity, Investments, Corporate Law
Education
University of Pennsylvania Law School 1991 — 1994
J.D.
Penn State University 1986 — 1990
B.S., Finance
CBRE Clarion Securities September 2007 - Present
SEI 2000 - 2005
Merrill Lynch Investment Managers 1998 - 2000
Reboul MacMurray Hewitt Maynard & Kristol 1994 - 1998
Skills
Mutual Funds, Securities, Investment Management, Asset Managment, Risk Management, Hedge Funds, Corporate Governance, Due Diligence, Private Equity, Investments, Corporate Law
Education
University of Pennsylvania Law School 1991 — 1994
J.D.
Penn State University 1986 — 1990
B.S., Finance
Daniel Pyun's SEI Experience February 2013 - July 2014
Job Fund Accountant at SEI
Industry Financial Services
Experience
BNY Mellon July 2014 - April 2015
SEI February 2013 - July 2014
SEI Investments April 2010 - February 2013
Skills
Financial Modeling, Investments, Financial Analysis, Microsoft Office, Financial Reporting, Process Improvement
Education
Penn State University 2004 — 2008
Bachelor's degree, Accounting
BNY Mellon July 2014 - April 2015
SEI February 2013 - July 2014
SEI Investments April 2010 - February 2013
Skills
Financial Modeling, Investments, Financial Analysis, Microsoft Office, Financial Reporting, Process Improvement
Education
Penn State University 2004 — 2008
Bachelor's degree, Accounting
Justin Luzar's SEI Experience September 1991 - August 1992
Job Manager Research Specialist at BNY Mellon Asset Management
Industry Investment Management
Experience
BNY Mellon Asset Management December 2012 - Present
BNY Mellon Asset Management May 1998 - November 2012
Towers Perrin October 1993 - May 1998
SEI September 1991 - August 1992
Skills
Asset Allocation, Asset Management, Mutual Funds, Equities, Portfolio Management, Securities, Investment Strategies, Investments, Asset Managment, Institutional..., Trading, Capital Markets, Fixed Income, Alternative Investments, Hedge Funds
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1992 — 1993
Master of Business Administration, Finance
Penn State University 1987 — 1991
Bachelor of Science, Finance
Salisbury High School
BNY Mellon Asset Management December 2012 - Present
BNY Mellon Asset Management May 1998 - November 2012
Towers Perrin October 1993 - May 1998
SEI September 1991 - August 1992
Skills
Asset Allocation, Asset Management, Mutual Funds, Equities, Portfolio Management, Securities, Investment Strategies, Investments, Asset Managment, Institutional..., Trading, Capital Markets, Fixed Income, Alternative Investments, Hedge Funds
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1992 — 1993
Master of Business Administration, Finance
Penn State University 1987 — 1991
Bachelor of Science, Finance
Salisbury High School
Ryan Nachsin, CFA's SEI Experience 1996 - 1998
Job Senior Business Analyst at Aberdeen Asset Management
Industry Investment Management
Experience
Aberdeen Asset Management 2005 - Present
Deutsche Asset Management 1998 - 2005
SEI 1996 - 1998
SEI 1994 - 1996
Skills
Asset Managment, Fixed Income, Bloomberg, Derivatives, Alternative Investments, Investment Management, Asset Management, Mutual Funds, Hedge Funds, Equities, Asset Allocation, Bonds, Fund Of Funds, Investment Strategies, Middle Office, Portfolio Management
Education
Villanova University 1994 — 1997
MBA
Penn State University 1989 — 1993
BS, Finance & International Business
Aberdeen Asset Management 2005 - Present
Deutsche Asset Management 1998 - 2005
SEI 1996 - 1998
SEI 1994 - 1996
Skills
Asset Managment, Fixed Income, Bloomberg, Derivatives, Alternative Investments, Investment Management, Asset Management, Mutual Funds, Hedge Funds, Equities, Asset Allocation, Bonds, Fund Of Funds, Investment Strategies, Middle Office, Portfolio Management
Education
Villanova University 1994 — 1997
MBA
Penn State University 1989 — 1993
BS, Finance & International Business
Michelle Volkert's SEI Experience June 2012 - Present
Job Accounting Analyst Alternative Investments at SEI
Industry Accounting
Experience
SEI June 2012 - Present
Walgreens March 2005 - January 2012
Corporation Service Company May 2010 - August 2010
Shaw Strings 2008 - 2010
Education
Penn State University 2007 — 2012
Bachelor of Science (B.S.), Accounting
SEI June 2012 - Present
Walgreens March 2005 - January 2012
Corporation Service Company May 2010 - August 2010
Shaw Strings 2008 - 2010
Education
Penn State University 2007 — 2012
Bachelor of Science (B.S.), Accounting
William Kerwin's SEI Experience 2014 - Present
Job Agile Release Train Engineer / Program Manager at SEI
Industry Financial Services
Experience
SEI 2014 - Present
SEI 2012 - 2014
SEI 2011 - 2012
SEI August 2008 - 2011
SEI 2005 - 2008
SEI 2002 - 2005
US Army May 1993 - May 1997
Education
Penn State University 1998 — 2000
MS, Information Science
University of Delaware 1989 — 1993
SEI 2014 - Present
SEI 2012 - 2014
SEI 2011 - 2012
SEI August 2008 - 2011
SEI 2005 - 2008
SEI 2002 - 2005
US Army May 1993 - May 1997
Education
Penn State University 1998 — 2000
MS, Information Science
University of Delaware 1989 — 1993
Art D'Adamo's SEI Experience March 2011 - September 2011
Job RETIRED Former Senior Consultant, Perl Developer for Ranstad consultant at Vanguard
Industry Information Services
Experience
Vanguard February 2012 - June 2014
IMS Health October 2011 - January 2012
SEI March 2011 - September 2011
IMS Health October 2007 - February 2010
IMS Health September 1996 - September 2007
Ascensus December 1993 - September 1996
Hahnemann University Hospital September 1988 - December 1993
Brigham & Women's hospital 1983 - 1985
Brigham & Women's hospital 1983 - 1985
Skills
AIX, HP-UX, Unix, Shell Scripting, Perl, Servers, TCP/IP, System Administration, RedHat, Oracle, Hardware, HP, C, TSM, Suse
Education
University of Pittsburgh 1978 — 1980
(none), Mathematics
Temple University 1976 — 1978
M.A., Mathematics
Penn State University 1966 — 1970
B.S., Electrical Engineering
Vanguard February 2012 - June 2014
IMS Health October 2011 - January 2012
SEI March 2011 - September 2011
IMS Health October 2007 - February 2010
IMS Health September 1996 - September 2007
Ascensus December 1993 - September 1996
Hahnemann University Hospital September 1988 - December 1993
Brigham & Women's hospital 1983 - 1985
Brigham & Women's hospital 1983 - 1985
Skills
AIX, HP-UX, Unix, Shell Scripting, Perl, Servers, TCP/IP, System Administration, RedHat, Oracle, Hardware, HP, C, TSM, Suse
Education
University of Pittsburgh 1978 — 1980
(none), Mathematics
Temple University 1976 — 1978
M.A., Mathematics
Penn State University 1966 — 1970
B.S., Electrical Engineering
Thomas Heffner's SEI Experience February 2015 - Present
Job Mutual Fund Accounting Supervisor
Industry Accounting
Experience
SEI February 2015 - Present
Education
Penn State University 2005 — 2009
Bachelor of Science (BS), Finance, General
Penn State University
SEI February 2015 - Present
Education
Penn State University 2005 — 2009
Bachelor of Science (BS), Finance, General
Penn State University
Colette (Bull) Bergman's SEI Experience 1992 - 2006
Job Vice President Fund Administration at Hirtle, Callaghan & Co.
Industry Investment Management
Experience
Hirtle, Callaghan & Co. 2006 - Present
SEI Investments November 1992 - May 2006
SEI Investments 1994 - 2006
SEI 1992 - 2006
Skills
Equities, Investments, Fund Accounting, Fixed Income, Asset Managment, Fund Administration, Hedge Funds, Securities, Asset Allocation, Asset Management, Portfolio Management, Financial Services
Education
Penn State University 1988 — 1992
Bachelor of Science (BS), Accounting
Hirtle, Callaghan & Co. 2006 - Present
SEI Investments November 1992 - May 2006
SEI Investments 1994 - 2006
SEI 1992 - 2006
Skills
Equities, Investments, Fund Accounting, Fixed Income, Asset Managment, Fund Administration, Hedge Funds, Securities, Asset Allocation, Asset Management, Portfolio Management, Financial Services
Education
Penn State University 1988 — 1992
Bachelor of Science (BS), Accounting
Lloyd Gilkes's SEI Experience July 2011 - November 2014
Job IT Consultant at Data Vision Group
Industry Information Technology and Services
Experience
Data Vision Group November 2014 - Present
Microsoft 2014 - 2015
Microsoft 2014 - 2015
Microsoft 2014 - 2015
Microsoft 2014 - 2015
Data Vision Group 2014 - 2015
Data Vision Group 2014 - 2015
SEI July 2011 - November 2014
Raymour & Flanigan May 2006 - August 2012
SEI July 2011 - February 2012
Skills
Visio, PowerPoint, Microsoft Office, Access, SQL, Customer Service, Windows 7, Windows Server, Application Support, Production Support, Application Architecture, Troubleshooting, Business Analysis, SharePoint, Internet Information..., Powershell, Server Administration, VMware, Virtualization, Hyper-V, Project Management, Windows 8, Disaster Recovery, Servers, Technical Support, Software Installation, IIS, Windows
Education
Penn State University 2006 — 2010
Bachelor of Science (B.S.), Information Sciences and Technology
Data Vision Group November 2014 - Present
Microsoft 2014 - 2015
Microsoft 2014 - 2015
Microsoft 2014 - 2015
Microsoft 2014 - 2015
Data Vision Group 2014 - 2015
Data Vision Group 2014 - 2015
SEI July 2011 - November 2014
Raymour & Flanigan May 2006 - August 2012
SEI July 2011 - February 2012
Skills
Visio, PowerPoint, Microsoft Office, Access, SQL, Customer Service, Windows 7, Windows Server, Application Support, Production Support, Application Architecture, Troubleshooting, Business Analysis, SharePoint, Internet Information..., Powershell, Server Administration, VMware, Virtualization, Hyper-V, Project Management, Windows 8, Disaster Recovery, Servers, Technical Support, Software Installation, IIS, Windows
Education
Penn State University 2006 — 2010
Bachelor of Science (B.S.), Information Sciences and Technology
David Coccio's SEI Experience June 2006 - November 2007
Job Subcontractor/SelfEmployed at MaxiClean Professional
Industry Financial Services
Experience
Maxi-Clean Professional April 2013 - Present
BNY Mellon November 2007 - Present
SEI June 2006 - November 2007
JP Morgan Chase May 2005 - August 2005
Skills
Securities Lending, Trading, Investments, Securities, Financial Markets
Education
Penn State University 2002 — 2006
Bachelor of Science, Finance
Maxi-Clean Professional April 2013 - Present
BNY Mellon November 2007 - Present
SEI June 2006 - November 2007
JP Morgan Chase May 2005 - August 2005
Skills
Securities Lending, Trading, Investments, Securities, Financial Markets
Education
Penn State University 2002 — 2006
Bachelor of Science, Finance
Stephen Boneck's SEI Experience April 2011 - October 2012
Job Manager at The Blackstone Group
Industry Venture Capital & Private Equity
Experience
The Blackstone Group August 2014 - Present
SteelBridge Ventures Consulting October 2012 - August 2014
SEI April 2011 - October 2012
SEI June 2007 - March 2011
BNP Paribas Securities Services March 2009 - June 2009
SEI November 2004 - June 2007
BNP Paribas June 1999 - March 2004
Skills
Private Equity, Hedge Funds, Mutual Funds, Financial Analysis, Financial Reporting, Venture Capital, Bloomberg, Alternative Investments, Asset Management, Hedge Accounting, Equities, Fixed Income, Investments, Derivatives, Investment Management, Fund Accounting, Microsoft Excel, Financial Accounting, Valuation, Analysis, Securities, Bloomberg Terminal, Advent, Access, SQL, Caseware, Dodd-Frank, Distressed Debt, Investran, Credit Derivatives, Loan Origination, Financial Modeling, Derivative Operations, Investor Relations, Financial Services, Energy Derivatives, FX Derivatives, Derivatives Trading, Swaptions, FX Swaps, Securities Regulation, Portfolio Management, Financial Regulation, Internal Controls
Education
Penn State University 2000 — 2004
BA, Economics
The Blackstone Group August 2014 - Present
SteelBridge Ventures Consulting October 2012 - August 2014
SEI April 2011 - October 2012
SEI June 2007 - March 2011
BNP Paribas Securities Services March 2009 - June 2009
SEI November 2004 - June 2007
BNP Paribas June 1999 - March 2004
Skills
Private Equity, Hedge Funds, Mutual Funds, Financial Analysis, Financial Reporting, Venture Capital, Bloomberg, Alternative Investments, Asset Management, Hedge Accounting, Equities, Fixed Income, Investments, Derivatives, Investment Management, Fund Accounting, Microsoft Excel, Financial Accounting, Valuation, Analysis, Securities, Bloomberg Terminal, Advent, Access, SQL, Caseware, Dodd-Frank, Distressed Debt, Investran, Credit Derivatives, Loan Origination, Financial Modeling, Derivative Operations, Investor Relations, Financial Services, Energy Derivatives, FX Derivatives, Derivatives Trading, Swaptions, FX Swaps, Securities Regulation, Portfolio Management, Financial Regulation, Internal Controls
Education
Penn State University 2000 — 2004
BA, Economics
Andrew Shoemaker's SEI Experience April 2007 - August 2008
Job Alternative Investments Professional
Industry Financial Services
Experience
Meyler Capital October 2014 - Present
Christiania Capital LLC November 2010 - Present
Mercury Securities, LLC August 2011 - December 2014
SEI April 2007 - August 2008
Mercer Advisors 2004 - 2007
Skills
Alternative Investments, FINRA Series 7, FINRA Series 63, FINRA Series 6, Series 7, Series 65, Series 6, Separately Managed..., Investments, Series 63, Wealth Management, Investment Management, Mutual Funds, Securities, Capital Markets, Equities, Strategy, Portfolio Management, Management, Due Diligence, Financial Services, Hedge Funds, Marketing, CRM, Fixed Income, FINRA, Strategic Partnerships
Education
Penn State University 1996 — 2001
BS, Marketing
Meyler Capital October 2014 - Present
Christiania Capital LLC November 2010 - Present
Mercury Securities, LLC August 2011 - December 2014
SEI April 2007 - August 2008
Mercer Advisors 2004 - 2007
Skills
Alternative Investments, FINRA Series 7, FINRA Series 63, FINRA Series 6, Series 7, Series 65, Series 6, Separately Managed..., Investments, Series 63, Wealth Management, Investment Management, Mutual Funds, Securities, Capital Markets, Equities, Strategy, Portfolio Management, Management, Due Diligence, Financial Services, Hedge Funds, Marketing, CRM, Fixed Income, FINRA, Strategic Partnerships
Education
Penn State University 1996 — 2001
BS, Marketing
Christina Masick's SEI Experience 1999 - 2005
Job
Industry Education Management
Experience
Houston ISD GM ITHISD2013 - 2015
HISD 2013 - 2015
Montgomery County Public Schools 2007 - 2008
CM Services 2007 - 2008
T. Rowe Price 2005 - 2007
SEI 1999 - 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Outlook, Budgets, Public Speaking, Editing, Strategic Planning, Negotiation
Education
Penn State University
Master of Business Administration (MBA), New Ventures & Entrepreneurial Studies
Villanova University
Bachelor of Science (BS), Finance, General
Houston ISD GM ITHISD2013 - 2015
HISD 2013 - 2015
Montgomery County Public Schools 2007 - 2008
CM Services 2007 - 2008
T. Rowe Price 2005 - 2007
SEI 1999 - 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Outlook, Budgets, Public Speaking, Editing, Strategic Planning, Negotiation
Education
Penn State University
Master of Business Administration (MBA), New Ventures & Entrepreneurial Studies
Villanova University
Bachelor of Science (BS), Finance, General
Robert Patz's SEI Experience October 2012 - November 2014
Job Senior Trust Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab November 2014 - Present
SEI October 2012 - November 2014
XFINITY Live! Philadelphia March 2012 - December 2012
Walt Disney World January 2009 - May 2009
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Customer Service, PowerPoint, Microsoft Word, Business Analysis, Change Management, Business Strategy, Accounting, Strategic Financial...
Education
Penn State University 2005 — 2009
Bachelor of Science (BS), Business Administration and Management, General
Penn State University
Business Management
Charles Schwab November 2014 - Present
SEI October 2012 - November 2014
XFINITY Live! Philadelphia March 2012 - December 2012
Walt Disney World January 2009 - May 2009
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Customer Service, PowerPoint, Microsoft Word, Business Analysis, Change Management, Business Strategy, Accounting, Strategic Financial...
Education
Penn State University 2005 — 2009
Bachelor of Science (BS), Business Administration and Management, General
Penn State University
Business Management
Carl Bechdel's SEI Experience 1994 - 2009
Job
Industry Financial Services
Experience
Home January 2007 - Present
SEI 1994 - 2009
Skills
Strategic Planning, Process Improvement
Education
Dickinson School of Law 1976 — 1979
Juris Doctor (J.D.), Law
Penn State University 1972 — 1976
Bachelor's Degree, Business Administration
Home January 2007 - Present
SEI 1994 - 2009
Skills
Strategic Planning, Process Improvement
Education
Dickinson School of Law 1976 — 1979
Juris Doctor (J.D.), Law
Penn State University 1972 — 1976
Bachelor's Degree, Business Administration
Janelle Lambert's SEI Experience November 2012 - Present
Job Senior Analyst at SEI
Industry Financial Services
Experience
SEI November 2012 - Present
Education
Penn State University 2007 — 2011
B.A. Economics
Exeter Twp SHS
SEI November 2012 - Present
Education
Penn State University 2007 — 2011
B.A. Economics
Exeter Twp SHS
Graham Reilley's SEI Experience August 2009 - Present
Job Revenue Analyst at SEI
Industry Financial Services
Experience
SEI August 2009 - Present
SEI August 2007 - August 2009
SEI October 2005 - August 2007
SEI January 2005 - October 2005
Skills
Forecasting, Financial Analysis, Financial Modeling, Strategic Financial..., Financial Reporting, Risk Management, Bloomberg, Data Analysis, Process Improvement, Analysis, Accounting, Analytics, Budgets, Business Analysis, Business Process..., Managerial Finance, Cross-functional Team..., Mergers & Acquisitions, Business Planning, Business Strategy, Microsoft Excel, Strategic Planning, Leadership
Education
Villanova University 2009 — 2011
MBA, Strategic Management
Penn State University 1999 — 2004
BS, Management and International Business
SEI August 2009 - Present
SEI August 2007 - August 2009
SEI October 2005 - August 2007
SEI January 2005 - October 2005
Skills
Forecasting, Financial Analysis, Financial Modeling, Strategic Financial..., Financial Reporting, Risk Management, Bloomberg, Data Analysis, Process Improvement, Analysis, Accounting, Analytics, Budgets, Business Analysis, Business Process..., Managerial Finance, Cross-functional Team..., Mergers & Acquisitions, Business Planning, Business Strategy, Microsoft Excel, Strategic Planning, Leadership
Education
Villanova University 2009 — 2011
MBA, Strategic Management
Penn State University 1999 — 2004
BS, Management and International Business
Mainor Melendez's SEI Experience 1998 - 2001
Job Global Custody Accounts Manager
Industry Financial Services
Experience
Organic Gift Baskets June 2003 - June 2009
Wachovia Global Securities Lending June 2001 - June 2003
SEI 1998 - 2001
US Army October 1990 - October 1994
Skills
International Business, Language Skills, Foreign Languages, Fluent English, Fluent in Spanish, Customer Relations, Bloomberg, Financial Markets, Securities
Education
Penn State University 1995 — 1997
Business, Marketing - minor in International Business
Boston College, Germany Branch 1992 — 1993
German Culture and Language
Organic Gift Baskets June 2003 - June 2009
Wachovia Global Securities Lending June 2001 - June 2003
SEI 1998 - 2001
US Army October 1990 - October 1994
Skills
International Business, Language Skills, Foreign Languages, Fluent English, Fluent in Spanish, Customer Relations, Bloomberg, Financial Markets, Securities
Education
Penn State University 1995 — 1997
Business, Marketing - minor in International Business
Boston College, Germany Branch 1992 — 1993
German Culture and Language
Jason Bolc's SEI Experience August 2012 - Present
Job Account Manager at SEI
Industry Financial Services
Experience
SEI August 2012 - Present
Skills
Fiserv, Workflow Management, Billing Solutions, Asset Allocation, Securities, Financial Services, Investments, Asset Management, Mutual Funds, Bloomberg, Hedge Funds, Fund Accounting, Corporate Actions, Alternative Investments, Fixed Income, Equities, Bloomberg Terminal, Trading, Account Reconciliation
Education
Penn State University 2004 — 2008
Bachelor of Science (B.S.), Accounting
SEI August 2012 - Present
Skills
Fiserv, Workflow Management, Billing Solutions, Asset Allocation, Securities, Financial Services, Investments, Asset Management, Mutual Funds, Bloomberg, Hedge Funds, Fund Accounting, Corporate Actions, Alternative Investments, Fixed Income, Equities, Bloomberg Terminal, Trading, Account Reconciliation
Education
Penn State University 2004 — 2008
Bachelor of Science (B.S.), Accounting
Joshua Mattes's SEI Experience March 2012 - Present
Job IT Team Lead at SEI
Industry Information Technology and Services
Experience
SEI March 2012 - Present
Mphasis June 2007 - March 2012
BNP Paribas June 1999 - June 2007
BASS Transportation March 2002 - May 2005
Skills
Team Management, Project Management, Production Support, Virtualization, Budgets, Customer Service, Risk Management, Microsoft Office, Windows, Microsoft SQL Server, Windows Server, VB.NET, C#, SWIFT messaging, Business Analysis, Disaster Recovery, SDLC, Requirements Analysis, Equities, Process Improvement, Agile Methodologies, Software Project...
Education
Penn State University
Bachelor's degree, Information Technology
SEI March 2012 - Present
Mphasis June 2007 - March 2012
BNP Paribas June 1999 - June 2007
BASS Transportation March 2002 - May 2005
Skills
Team Management, Project Management, Production Support, Virtualization, Budgets, Customer Service, Risk Management, Microsoft Office, Windows, Microsoft SQL Server, Windows Server, VB.NET, C#, SWIFT messaging, Business Analysis, Disaster Recovery, SDLC, Requirements Analysis, Equities, Process Improvement, Agile Methodologies, Software Project...
Education
Penn State University
Bachelor's degree, Information Technology
Mark Malinowski's SEI Experience March 2005 - August 2005
Job Attorney at Phillips 66 Company
Industry Oil & Energy
Experience
Phillips 66 July 2014 - Present
Phillips 66 June 2012 - June 2014
ConocoPhillips September 2011 - May 2012
Berger Singerman August 2010 - November 2010
Haines & Associates August 2009 - March 2010
SEI March 2005 - August 2005
Skills
Commercial Real Estate, Real Estate Due..., Purchase & Sale..., Industrial Real Estate, Commercial Real Estate..., Real Estate Acquisitions, Negotiating Leases, Commercial Real Estate..., Corporate Finance, Corporate Law, Mergers & Acquisitions, Joint Ventures, Legal Research, Legal Writing, Licensing, Civil Litigation, Commercial Litigation
Education
University of Miami School of Law 2010 — 2011
Master of Laws (LL.M.), Real Estate
Widener University School of Law 2005 — 2008
Doctor of Law (J.D.)
Penn State University 1999 — 2004
Bachelor of Arts (B.A.), Psychology
Phillips 66 July 2014 - Present
Phillips 66 June 2012 - June 2014
ConocoPhillips September 2011 - May 2012
Berger Singerman August 2010 - November 2010
Haines & Associates August 2009 - March 2010
SEI March 2005 - August 2005
Skills
Commercial Real Estate, Real Estate Due..., Purchase & Sale..., Industrial Real Estate, Commercial Real Estate..., Real Estate Acquisitions, Negotiating Leases, Commercial Real Estate..., Corporate Finance, Corporate Law, Mergers & Acquisitions, Joint Ventures, Legal Research, Legal Writing, Licensing, Civil Litigation, Commercial Litigation
Education
University of Miami School of Law 2010 — 2011
Master of Laws (LL.M.), Real Estate
Widener University School of Law 2005 — 2008
Doctor of Law (J.D.)
Penn State University 1999 — 2004
Bachelor of Arts (B.A.), Psychology
Kevin Leadbeater's SEI Experience April 2001 - September 2004
Job Sr. Financial Analyst Datawarehousing at Ricoh Americas Corporation
Industry Packaging and Containers
Experience
Ricoh Americas Corporation August 2014 - Present
Energy Plus Company December 2012 - August 2014
Sonoco Plastics 2004 - August 2012
SEI April 2001 - September 2004
AET Films 1995 - 2001
Skills
Analytics, SQL, Databases, Variance Analysis, Financial Analysis, Financial Reporting, Process Improvement, Internal Controls, Financial Modeling, Cross-functional Team..., Fixed Assets, Strategic Planning, Business Intelligence, Forecasting, Microsoft Office, Accounting, Microsoft Word, SAP
Education
Penn State University 1984 — 1988
B.S. Finance
St. Joseph's University 1992 — 1994
MBA
Ricoh Americas Corporation August 2014 - Present
Energy Plus Company December 2012 - August 2014
Sonoco Plastics 2004 - August 2012
SEI April 2001 - September 2004
AET Films 1995 - 2001
Skills
Analytics, SQL, Databases, Variance Analysis, Financial Analysis, Financial Reporting, Process Improvement, Internal Controls, Financial Modeling, Cross-functional Team..., Fixed Assets, Strategic Planning, Business Intelligence, Forecasting, Microsoft Office, Accounting, Microsoft Word, SAP
Education
Penn State University 1984 — 1988
B.S. Finance
St. Joseph's University 1992 — 1994
MBA
Jordan Morrissey's SEI Experience August 2015 - Present
Job Mathematics BS Pennsylvania State University
Industry Financial Services
Experience
SEI August 2015 - Present
Best Buy July 2014 - August 2015
Best Buy April 2014 - July 2014
Best Buy May 2012 - April 2014
Skills
Mathematics, Statistics, Mathematical Modeling, Economics, proficiency in french, Novice understanding of..., Microsoft Office, Microsoft Word, Microsoft Excel, Customer Service, Sales, Time Management, Teamwork, PowerPoint, Team Leadership, Financial Analysis, Sales Management, Social Media
Education
Penn State University 2008 — 2013
Bachelor of Science (B.S.), Mathematics
Perkiomen Valley High School 2004 — 2008
High school diploma
SEI August 2015 - Present
Best Buy July 2014 - August 2015
Best Buy April 2014 - July 2014
Best Buy May 2012 - April 2014
Skills
Mathematics, Statistics, Mathematical Modeling, Economics, proficiency in french, Novice understanding of..., Microsoft Office, Microsoft Word, Microsoft Excel, Customer Service, Sales, Time Management, Teamwork, PowerPoint, Team Leadership, Financial Analysis, Sales Management, Social Media
Education
Penn State University 2008 — 2013
Bachelor of Science (B.S.), Mathematics
Perkiomen Valley High School 2004 — 2008
High school diploma
Rhory Schmidt's SEI Experience
Job Specialist at SEI
Industry Financial Services
Experience
SEI
Education
Penn State University 2000 — 2002
Master of Business Administration (MBA)
Penn State University 1990 — 1994
Bachelor's degree, Business logistics
SEI
Education
Penn State University 2000 — 2002
Master of Business Administration (MBA)
Penn State University 1990 — 1994
Bachelor's degree, Business logistics
Kenneth Fels's SEI Experience July 2011 - April 2013
Job Financial Services Professional
Industry Financial Services
Experience
Copart February 2014 - Present
SEI July 2011 - April 2013
Guardian Life June 2010 - July 2011
National Penn May 2009 - June 2010
Education
Penn State University
Bachelor's Degree, Marketing & Management
Copart February 2014 - Present
SEI July 2011 - April 2013
Guardian Life June 2010 - July 2011
National Penn May 2009 - June 2010
Education
Penn State University
Bachelor's Degree, Marketing & Management
Matthew Pugliese Jr's SEI Experience March 2015 - Present
Job Senior Fund Accountant at SEI
Industry Financial Services
Experience
SEI March 2015 - Present
SEI October 2013 - March 2015
SEI January 2011 - October 2013
Skills
Mutual Funds, Financial Services, Business Analysis, Quality Assurance, Process Improvement, Risk Management, Equities, Securities, Financial Analysis, Analysis, Fund Of Funds, Fixed Income, Employee Training, Account Reconciliation, Microsoft Excel, Visual Basic, Microsoft Office
Education
Penn State University 2003 — 2008
Bachelor of Science (BS), Secondary Education and Teaching Social Science
SEI March 2015 - Present
SEI October 2013 - March 2015
SEI January 2011 - October 2013
Skills
Mutual Funds, Financial Services, Business Analysis, Quality Assurance, Process Improvement, Risk Management, Equities, Securities, Financial Analysis, Analysis, Fund Of Funds, Fixed Income, Employee Training, Account Reconciliation, Microsoft Excel, Visual Basic, Microsoft Office
Education
Penn State University 2003 — 2008
Bachelor of Science (BS), Secondary Education and Teaching Social Science
Jennifer Nolan's SEI Experience May 2008 - Present
Job Legal Services Manager
Industry Financial Services
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.