SEI Investments
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, Pennsylvania, United States CEO: Alfred P. West, Jr. (1968–) Founder: Alfred P. West, Jr. Subsidiaries: SEI Investments Inc, LSV ASSET MANAGEMENT,
SEI Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at SEI Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
SEI Investments Salaries. You can even request information on how much does SEI Investments pay if you want to. Learn about salaries, pros and cons of working for SEI Investments directly from the past employees.
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SEI Investments Employees
Employee
Years
Job
Industry
Jessica Bemis Jessica Bemis's SEI Investments Experience March 2013 - March 2014
Job Project Manager
Industry Financial Services
Experience
SEI June 2014 - Present
Hope For Young Widows August 2013 - July 2014
Solstice Consulting Group, LLC August 2013 - June 2014
SEI Investments March 2013 - March 2014
Vanguard Group January 2006 - February 2007
The Vanguard Group January 2000 - January 2006
RPA Associates September 1998 - March 2000
Right Management Consultants February 1997 - September 1998
Dale E. Anstine, PC September 1995 - February 1997
Skills
Process Improvement, Business Analysis, Project Management, Leadership, Analysis, Marketing, Integration, Budgets, Testing, Management Consulting, Customer Service, Negotiation, Microsoft SQL Server, Newsletters, Program Management, Microsoft Office, Microsoft Excel, Training, Management, Project Planning, Social Media, Vendor Management, Product Management, Strategy, Email Marketing, Change Management
Education
Alvernia College
Bachelor of Science (B.S.), Computer Information Systems
Penn State University
Associates Degree, Liberal Arts
Penn State University
Paralegal, Paralegal Certificate
SEI June 2014 - Present
Hope For Young Widows August 2013 - July 2014
Solstice Consulting Group, LLC August 2013 - June 2014
SEI Investments March 2013 - March 2014
Vanguard Group January 2006 - February 2007
The Vanguard Group January 2000 - January 2006
RPA Associates September 1998 - March 2000
Right Management Consultants February 1997 - September 1998
Dale E. Anstine, PC September 1995 - February 1997
Skills
Process Improvement, Business Analysis, Project Management, Leadership, Analysis, Marketing, Integration, Budgets, Testing, Management Consulting, Customer Service, Negotiation, Microsoft SQL Server, Newsletters, Program Management, Microsoft Office, Microsoft Excel, Training, Management, Project Planning, Social Media, Vendor Management, Product Management, Strategy, Email Marketing, Change Management
Education
Alvernia College
Bachelor of Science (B.S.), Computer Information Systems
Penn State University
Associates Degree, Liberal Arts
Penn State University
Paralegal, Paralegal Certificate
Prabhakara Rao Prabhakara Rao's SEI Investments Experience 2010 - July 2012
Job ETL / PL SQL / DATA developer at Penn Mutual
Industry Financial Services
Experience
Penn Mutual March 2013 - Present
ING Direct / Capital One July 2012 - February 2013
SEI Investments 2010 - July 2012
Campbell Soup Company February 2009 - 2010
Bristol-MyersSquibb 2007 - 2008
PayPal 2006 - 2007
Satyam 2006 - 2007
Hewitt Associates 2005 - 2006
shriram investments Ltd January 2003 - September 2005
Skills
informatica, ETL, Oracle, SQL Server 2005/2000, Unix Shell Scripting, perl, CDC, PL/SQL, SAP R/3, PeopleSoft, XML, sql, Erwin, Mercury, DB2, Hadoop, Hive, HDFS, NoSQL, Data Quality, Data Profiling, Data Analysis, MapReduce, Cassandra, SQL, SSIS, Data Modeling, Teradata, Informatica, Shell Scripting, Microsoft SQL Server, Business Intelligence, Data Warehousing, SDLC
Education
Bharathidasan University 2000 — 2003
MCA, Computer Applications
Acharya Nagarjuna Vishwavidhyalayamu 1997 — 2000
B. Com, Commerce
Penn Mutual March 2013 - Present
ING Direct / Capital One July 2012 - February 2013
SEI Investments 2010 - July 2012
Campbell Soup Company February 2009 - 2010
Bristol-MyersSquibb 2007 - 2008
PayPal 2006 - 2007
Satyam 2006 - 2007
Hewitt Associates 2005 - 2006
shriram investments Ltd January 2003 - September 2005
Skills
informatica, ETL, Oracle, SQL Server 2005/2000, Unix Shell Scripting, perl, CDC, PL/SQL, SAP R/3, PeopleSoft, XML, sql, Erwin, Mercury, DB2, Hadoop, Hive, HDFS, NoSQL, Data Quality, Data Profiling, Data Analysis, MapReduce, Cassandra, SQL, SSIS, Data Modeling, Teradata, Informatica, Shell Scripting, Microsoft SQL Server, Business Intelligence, Data Warehousing, SDLC
Education
Bharathidasan University 2000 — 2003
MCA, Computer Applications
Acharya Nagarjuna Vishwavidhyalayamu 1997 — 2000
B. Com, Commerce
Geralda (Geri) Bourdeau's SEI Investments Experience January 2007 - December 2012
Job
Industry Financial Services
Experience
BNY Mellon December 2012 - Present
SEI Investments January 2007 - December 2012
Skills
Financial Analysis, Securities, Hedge Funds, Bloomberg, Mutual Funds, Fund Accounting
Education
Arcadia University 2014 — 2016
Master of Business Administration (M.B.A.)
Penn State University 2002 — 2006
Bachelor's Degree, Finance, General
BNY Mellon December 2012 - Present
SEI Investments January 2007 - December 2012
Skills
Financial Analysis, Securities, Hedge Funds, Bloomberg, Mutual Funds, Fund Accounting
Education
Arcadia University 2014 — 2016
Master of Business Administration (M.B.A.)
Penn State University 2002 — 2006
Bachelor's Degree, Finance, General
Marc Alexander Marc Alexander's SEI Investments Experience 1994 - Present
Job Regional Director at SEI Investments
Industry Financial Services
Experience
SEI Investments 1994 - Present
United States Marine Corps, Helicopter Pilot 1985 - 1993
Education
United States Naval Academy 1981 — 1985
Bachelor of Science, Applied Science
Boston University 1992 — 1994
MS Business Administration, Business
Cumberland Valley High School 1978 — 1981
SEI Investments 1994 - Present
United States Marine Corps, Helicopter Pilot 1985 - 1993
Education
United States Naval Academy 1981 — 1985
Bachelor of Science, Applied Science
Boston University 1992 — 1994
MS Business Administration, Business
Cumberland Valley High School 1978 — 1981
Tyler Braun, CFA Tyler Braun, CFA's SEI Investments Experience June 2005 - May 2008
Job Senior Managing Consultant at PFM Asset Management LLC
Industry Investment Management
Experience
PFM Asset Management LLC May 2008 - Present
SEI Investments June 2005 - May 2008
Skills
Asset Allocation, Asset Management, Investments, Investment Management, Portfolio Management, Analysis, Valuation
Education
Villanova University 2005 — 2008
Master of Business Administration (MBA), Finance
Bucknell University 2001 — 2005
Bachelor of Arts (BA), Economics & Political Science
PFM Asset Management LLC May 2008 - Present
SEI Investments June 2005 - May 2008
Skills
Asset Allocation, Asset Management, Investments, Investment Management, Portfolio Management, Analysis, Valuation
Education
Villanova University 2005 — 2008
Master of Business Administration (MBA), Finance
Bucknell University 2001 — 2005
Bachelor of Arts (BA), Economics & Political Science
Christopher LoDolce's SEI Investments Experience November 2006 - January 2007
Job Professor, Customer Training at HubSpot
Industry Marketing and Advertising
Experience
HubSpot April 2012 - Present
HubSpot August 2011 - March 2012
HubSpot April 2011 - July 2011
Invoke Solutions November 2010 - March 2011
Invoke Solutions April 2010 - November 2010
Invoke Solutions April 2009 - April 2010
GGB May 2007 - August 2007
SEI Investments November 2006 - January 2007
Skills
Inbound Marketing, Customer Product..., Email Marketing, Lead Nurturing, Landing Page..., Workflows, Calls to Action..., Strategic Marketing..., Marketing Strategy, Webinars, SEO, Pricing, Segmentation, Competitive Intelligence, Project Management, Marketing Research, Customer Insight, Marketing Automation, Management, SaaS, Salesforce.com, Marketing, Lead Generation, Social Media Marketing, Google Analytics, Online Marketing, Digital Marketing, Social Media, Sales, Integrated Marketing, SEM, B2B Marketing, Analytics
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2009 — 2011
MBA, Marketing, Entrepreneurial Studies
Bentley University 2004 — 2008
Bachelor of Sciance, Marketing
HubSpot April 2012 - Present
HubSpot August 2011 - March 2012
HubSpot April 2011 - July 2011
Invoke Solutions November 2010 - March 2011
Invoke Solutions April 2010 - November 2010
Invoke Solutions April 2009 - April 2010
GGB May 2007 - August 2007
SEI Investments November 2006 - January 2007
Skills
Inbound Marketing, Customer Product..., Email Marketing, Lead Nurturing, Landing Page..., Workflows, Calls to Action..., Strategic Marketing..., Marketing Strategy, Webinars, SEO, Pricing, Segmentation, Competitive Intelligence, Project Management, Marketing Research, Customer Insight, Marketing Automation, Management, SaaS, Salesforce.com, Marketing, Lead Generation, Social Media Marketing, Google Analytics, Online Marketing, Digital Marketing, Social Media, Sales, Integrated Marketing, SEM, B2B Marketing, Analytics
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2009 — 2011
MBA, Marketing, Entrepreneurial Studies
Bentley University 2004 — 2008
Bachelor of Sciance, Marketing
Jeff Lock's SEI Investments Experience 1986 - 1992
Job Digital Customer Experience Application Sales Manager
Industry Computer Software
Experience
Oracle May 2013 - Present
Synygy, Inc. March 2011 - April 2013
SunGard Availability Services May 2009 - March 2011
Emerge Digital (Acquired by UpShot) January 2005 - May 2009
Hometown Motors October 2001 - December 2004
SCT Corporation (now Ellucian) 1997 - 2001
SCT Corporation (now Ellucian) 1996 - 1997
SCT Corporation (now Ellucian) 1994 - 1996
Personnel Data Systems, Inc (PDS) 1992 - 1994
SEI Investments 1986 - 1992
Skills
Solution Selling, Consultative Selling, Software Sales, Services Sales, Higher Education, Interactive Marketing, Payroll, Incentive Programs, Lead Generation, SaaS, Salesforce.com, New Business Development, Enterprise Software, Sales Operations, Cloud Computing, Team Building, Contract Negotiation, Forecasting, Sales Process, Sales, Selling, Professional Services, CRM, Leadership, Software Industry, Sales Presentations, Management, Marketing
Education
Cabrini College 1992 — 1996
BA, Organizational Management, Summa Cum Laude
Oracle May 2013 - Present
Synygy, Inc. March 2011 - April 2013
SunGard Availability Services May 2009 - March 2011
Emerge Digital (Acquired by UpShot) January 2005 - May 2009
Hometown Motors October 2001 - December 2004
SCT Corporation (now Ellucian) 1997 - 2001
SCT Corporation (now Ellucian) 1996 - 1997
SCT Corporation (now Ellucian) 1994 - 1996
Personnel Data Systems, Inc (PDS) 1992 - 1994
SEI Investments 1986 - 1992
Skills
Solution Selling, Consultative Selling, Software Sales, Services Sales, Higher Education, Interactive Marketing, Payroll, Incentive Programs, Lead Generation, SaaS, Salesforce.com, New Business Development, Enterprise Software, Sales Operations, Cloud Computing, Team Building, Contract Negotiation, Forecasting, Sales Process, Sales, Selling, Professional Services, CRM, Leadership, Software Industry, Sales Presentations, Management, Marketing
Education
Cabrini College 1992 — 1996
BA, Organizational Management, Summa Cum Laude
Don Frank's SEI Investments Experience February 1999 - July 2005
Job Vice President at Franklin Square Capital Partners
Industry Financial Services
Experience
Franklin Square Capital Partners July 2014 - Present
Victory Capital Management January 2011 - April 2014
Victory Capital Management May 2008 - January 2011
Argent Capital Management August 2005 - April 2008
SEI Investments February 1999 - July 2005
Pilgrim Baxter & Associates, Ltd. 1998 - 1999
Skills
Mutual Funds, Alternative Investments, Series 7, Investments, Investment Strategies, Asset Managment, Investment Management, Portfolio Management, Asset Allocation, Asset Management, Hedge Funds, Investment Advisory, Institutional..., Financial Analysis, Equities, Fixed Income
Education
Boston College 1990 — 1994
Bachelor of Science, Finance
St. Joseph's Preparatory School 1986 — 1990
High School
St. Aloysius Academy 1978 — 1986
Franklin Square Capital Partners July 2014 - Present
Victory Capital Management January 2011 - April 2014
Victory Capital Management May 2008 - January 2011
Argent Capital Management August 2005 - April 2008
SEI Investments February 1999 - July 2005
Pilgrim Baxter & Associates, Ltd. 1998 - 1999
Skills
Mutual Funds, Alternative Investments, Series 7, Investments, Investment Strategies, Asset Managment, Investment Management, Portfolio Management, Asset Allocation, Asset Management, Hedge Funds, Investment Advisory, Institutional..., Financial Analysis, Equities, Fixed Income
Education
Boston College 1990 — 1994
Bachelor of Science, Finance
St. Joseph's Preparatory School 1986 — 1990
High School
St. Aloysius Academy 1978 — 1986
Dan Wasco Dan Wasco's SEI Investments Experience 1999 - 2002
Job Principal, Wasco Development
Industry Management Consulting
Experience
Wasco Development 2002 - Present
SEI Investments 1999 - 2002
Charles Schwab & Co., Inc. 1985 - 1999
Skills
Strategic Business..., Business Strategy, Strategy, New Business Development, New Business..., Business Modeling, Business Planning, Product / Service..., Product Design, Service Design, Strategic Sourcing, Strategic Partnerships, Client / Partner..., Third Party Vendor..., Business Analysis, Due Diligence, Market Research, Competitive Analysis, Contract Negotiation, Licensing Negotiations, Planning Budgeting &..., Financial Modeling, Technology Integration
Education
University of San Francisco
Master of Business Administration (M.B.A.)
California State University-East Bay
Bachelor's Degree
Wasco Development 2002 - Present
SEI Investments 1999 - 2002
Charles Schwab & Co., Inc. 1985 - 1999
Skills
Strategic Business..., Business Strategy, Strategy, New Business Development, New Business..., Business Modeling, Business Planning, Product / Service..., Product Design, Service Design, Strategic Sourcing, Strategic Partnerships, Client / Partner..., Third Party Vendor..., Business Analysis, Due Diligence, Market Research, Competitive Analysis, Contract Negotiation, Licensing Negotiations, Planning Budgeting &..., Financial Modeling, Technology Integration
Education
University of San Francisco
Master of Business Administration (M.B.A.)
California State University-East Bay
Bachelor's Degree
Jared Skurla CFP® Jared Skurla CFP®'s SEI Investments Experience January 2011 - December 2013
Job Relationship Manager, Southeast Region at SEI Investments CFP®
Industry Financial Services
Experience
SEI December 2013 - Present
SEI Investments January 2011 - December 2013
Citizens Bank December 2008 - January 2011
National Financial Network May 2007 - June 2008
Education
Saint Joseph's University 2010 — 2012
Master
Bloomsburg University of Pennsylvania 2004 — 2008
Bachelor of Science (BS)
High School
High School
Vernon Township
SEI December 2013 - Present
SEI Investments January 2011 - December 2013
Citizens Bank December 2008 - January 2011
National Financial Network May 2007 - June 2008
Education
Saint Joseph's University 2010 — 2012
Master
Bloomsburg University of Pennsylvania 2004 — 2008
Bachelor of Science (BS)
High School
High School
Vernon Township
Charles McKenrick's SEI Investments Experience June 2002 - June 2004
Job President at Subzero Engineering | Custom Containment Solutions & Airflow Management
Industry Information Technology and Services
Experience
SubZero Engineering July 2011 - Present
CDM Accounting & Bookkeeping August 2009 - Present
Portfolio Investments June 2010 - November 2011
Dynamic Management Group, LLC October 2010 - June 2011
Isdaner & Company, LLC May 2007 - June 2009
Kreischer Miller July 2004 - May 2007
SEI Investments June 2002 - June 2004
Skills
Accounting, Financial Statements, Auditing, Management, Executive Management, Finance, GAAP, Strategic Planning, Financial Analysis, Training, Internal Controls, Business Development, Cash Flow, Business Strategy, Team Leadership, Public Speaking, Data Center..., Business Analysis, Business Planning, Leadership, Financial Reporting, Team Building, Financial Accounting
Education
Arcadia University 2002 — 2004
BA, Accounting
SubZero Engineering July 2011 - Present
CDM Accounting & Bookkeeping August 2009 - Present
Portfolio Investments June 2010 - November 2011
Dynamic Management Group, LLC October 2010 - June 2011
Isdaner & Company, LLC May 2007 - June 2009
Kreischer Miller July 2004 - May 2007
SEI Investments June 2002 - June 2004
Skills
Accounting, Financial Statements, Auditing, Management, Executive Management, Finance, GAAP, Strategic Planning, Financial Analysis, Training, Internal Controls, Business Development, Cash Flow, Business Strategy, Team Leadership, Public Speaking, Data Center..., Business Analysis, Business Planning, Leadership, Financial Reporting, Team Building, Financial Accounting
Education
Arcadia University 2002 — 2004
BA, Accounting
Paul Bromwell's SEI Investments Experience February 2007 - June 2009
Job Manager, Inside Sales
Industry Information Technology and Services
Experience
Iron Mountain February 2015 - Present
Iron Mountain February 2010 - January 2015
SEI Investments February 2007 - June 2009
PNC Global Investment Servicing April 2006 - February 2007
Rockwell Associates January 2005 - April 2006
Bank of America September 1997 - April 2005
Skills
Microsoft Office, Salesforce.com, Customer Service, Customer Engagement, Mutual Funds, Business Process, Data Analysis, Process Improvement, Team Building, Operations Management, Financial Services, Leadership, Account Management, Sales, Customer Experience, Microsoft Excel, Management, Relationship Management, Business Analysis, Forecasting, Time Management, Call Centers, Coaching, Vendor Management, Customer Satisfaction, CRM, Change Management, Customer Retention, Team Leadership, Training
Education
Ashford University 2007 — 2007
Iron Mountain February 2015 - Present
Iron Mountain February 2010 - January 2015
SEI Investments February 2007 - June 2009
PNC Global Investment Servicing April 2006 - February 2007
Rockwell Associates January 2005 - April 2006
Bank of America September 1997 - April 2005
Skills
Microsoft Office, Salesforce.com, Customer Service, Customer Engagement, Mutual Funds, Business Process, Data Analysis, Process Improvement, Team Building, Operations Management, Financial Services, Leadership, Account Management, Sales, Customer Experience, Microsoft Excel, Management, Relationship Management, Business Analysis, Forecasting, Time Management, Call Centers, Coaching, Vendor Management, Customer Satisfaction, CRM, Change Management, Customer Retention, Team Leadership, Training
Education
Ashford University 2007 — 2007
Bill Silverman Bill Silverman's SEI Investments Experience September 1999 - May 2004
Job Owner, Springboard Business Coaching
Industry Professional Training & Coaching
Experience
Springboard Business Coaching March 2009 - Present
SEI January 2008 - March 2009
SEI May 2004 - March 2008
SEI Investments September 1999 - May 2004
CIGNA September 1996 - September 1999
CIGNA May 1995 - September 1996
CIGNA June 1992 - May 1995
Marriott International June 1986 - March 1992
Skills
Coaching, Competitive Analysis, Marketing Strategy, Strategy, Product Development, Training, Small Business, Market Research, Entrepreneurship, Management Consulting, Leadership Development, Marketing, Public Speaking, Business Strategy, New Business Development, Consulting, Project Planning, Data Analysis, Budgets, Management
Education
Bowling Green State University 1977 — 1982
Ph.D., Industrial/Organizational Psychology
University of Colorado Boulder 1973 — 1977
BA, Psychology
Springboard Business Coaching March 2009 - Present
SEI January 2008 - March 2009
SEI May 2004 - March 2008
SEI Investments September 1999 - May 2004
CIGNA September 1996 - September 1999
CIGNA May 1995 - September 1996
CIGNA June 1992 - May 1995
Marriott International June 1986 - March 1992
Skills
Coaching, Competitive Analysis, Marketing Strategy, Strategy, Product Development, Training, Small Business, Market Research, Entrepreneurship, Management Consulting, Leadership Development, Marketing, Public Speaking, Business Strategy, New Business Development, Consulting, Project Planning, Data Analysis, Budgets, Management
Education
Bowling Green State University 1977 — 1982
Ph.D., Industrial/Organizational Psychology
University of Colorado Boulder 1973 — 1977
BA, Psychology
Andrea Tobin Andrea Tobin's SEI Investments Experience June 2009 - July 2009
Job Corporate Accountant at Perkin Elmer
Industry Biotechnology
Experience
PerkinElmer July 2014 - Present
Middlesex Savings Bank July 2011 - Present
Middlesex Savings Bank March 2014 - June 2014
UMass Dartmouth August 2008 - August 2011
Middlesex Savings Bank June 2010 - July 2011
University of Massachusetts Dartmouth: Math and Business Center January 2010 - May 2011
SEI Investments June 2009 - July 2009
Middlesex Savings Bank July 2006 - January 2009
Skills
General Ledger, Financial Analysis, Accounting, SPSS, Access, Microsoft Excel, Data Entry, PowerPoint, Banking, PeopleSoft, Microsoft Office, Microsoft Word, Account Reconciliation, Data Analysis, Financial Reporting, Time Management, Leadership, Auditing, Accounts Payable, QuickBooks, Outlook, Customer Service, Payroll, Financial Modeling, Sales, Analysis, Finance, Budgets, Risk Management
Education
Assumption College 2012 — 2014
Master of Business Administration (MBA), Accounting and Finance
University of Massachusetts Dartmouth 2007 — 2011
Bachelor's of Science, Finance
PerkinElmer July 2014 - Present
Middlesex Savings Bank July 2011 - Present
Middlesex Savings Bank March 2014 - June 2014
UMass Dartmouth August 2008 - August 2011
Middlesex Savings Bank June 2010 - July 2011
University of Massachusetts Dartmouth: Math and Business Center January 2010 - May 2011
SEI Investments June 2009 - July 2009
Middlesex Savings Bank July 2006 - January 2009
Skills
General Ledger, Financial Analysis, Accounting, SPSS, Access, Microsoft Excel, Data Entry, PowerPoint, Banking, PeopleSoft, Microsoft Office, Microsoft Word, Account Reconciliation, Data Analysis, Financial Reporting, Time Management, Leadership, Auditing, Accounts Payable, QuickBooks, Outlook, Customer Service, Payroll, Financial Modeling, Sales, Analysis, Finance, Budgets, Risk Management
Education
Assumption College 2012 — 2014
Master of Business Administration (MBA), Accounting and Finance
University of Massachusetts Dartmouth 2007 — 2011
Bachelor's of Science, Finance
Devon M. Wagner Devon M. Wagner's SEI Investments Experience 2001 - 2003
Job Digital Outdoor Advertising
Industry Marketing and Advertising
Experience
Digital Outdoor Advertising January 2015 - Present
Premier Media Pa, LLC October 2011 - Present
Lamar Advertising June 2003 - Present
SEI Investments 2001 - 2003
SEI 2001 - 2003
Skills
Account Management, Marketing Strategy, Sales, Marketing, New Business Development, Strategic Planning, Project Management, Business Strategy, Digital Media, Outdoor Advertising, Public Relations, Advertising Sales, Entrepreneurship, Strategy, Sales Operations, Training, Budgets, Contract Negotiation, Advertising, Marketing Communications, Social Media Marketing
Education
University of Pennsylvania - The Wharton School 2010 — 2012
Economics and Finance
Albright College 1997 — 2001
Bachelor of Science (B.S.), Finance and Marketing
Digital Outdoor Advertising January 2015 - Present
Premier Media Pa, LLC October 2011 - Present
Lamar Advertising June 2003 - Present
SEI Investments 2001 - 2003
SEI 2001 - 2003
Skills
Account Management, Marketing Strategy, Sales, Marketing, New Business Development, Strategic Planning, Project Management, Business Strategy, Digital Media, Outdoor Advertising, Public Relations, Advertising Sales, Entrepreneurship, Strategy, Sales Operations, Training, Budgets, Contract Negotiation, Advertising, Marketing Communications, Social Media Marketing
Education
University of Pennsylvania - The Wharton School 2010 — 2012
Economics and Finance
Albright College 1997 — 2001
Bachelor of Science (B.S.), Finance and Marketing
Laura Larsen's SEI Investments Experience November 2004 - March 2006
Job National Senior Account Manager at Aetna
Industry Insurance
Experience
Aetna December 2014 - Present
Aetna April 2012 - Present
Aetna February 2009 - April 2012
TD Bank February 2006 - February 2009
SEI Investments November 2004 - March 2006
Skills
Underwriting, Strategic Planning, Employee Benefits, Analysis, Project Management, Account Management, Health Insurance, Health Care Reform, Finance, Risk Management, Sales
Education
University of Delaware 2000 — 2005
BA, Philosophy
Cabrini College
Master of Education, Mathematics
Aetna December 2014 - Present
Aetna April 2012 - Present
Aetna February 2009 - April 2012
TD Bank February 2006 - February 2009
SEI Investments November 2004 - March 2006
Skills
Underwriting, Strategic Planning, Employee Benefits, Analysis, Project Management, Account Management, Health Insurance, Health Care Reform, Finance, Risk Management, Sales
Education
University of Delaware 2000 — 2005
BA, Philosophy
Cabrini College
Master of Education, Mathematics
Cathy Thomas Cathy Thomas's SEI Investments Experience November 2010 - August 2011
Job Project Manager Originations at Ocwen Financial Corporation US
Industry Information Technology and Services
Experience
Ocwen Financial Corporation - US June 2015 - Present
MMIS, Inc. August 2014 - January 2015
LiquidHub February 2011 - May 2014
AmeriHealth Administrators January 2013 - January 2014
AXIS Capital Holdings October 2012 - December 2012
InsPro Technologies April 2012 - September 2012
iPipeline November 2011 - April 2012
SEI Investments November 2010 - August 2011
GSK August 2010 - November 2010
Dow Jones October 2008 - June 2010
Skills
SDLC, Change Management, Management, Analysis, Business Analysis, Project Management, Regulatory Requirements, Professional Mentoring, Legal Research, Process Analysis, Risk Assessment, Corporate Finance, Criminology, Corporate Governance, Software Development, Leadership, Six Sigma, Program Management, Information Technology, Cross-functional Team..., Business Process..., Vendor Management, Software Project..., Budgets, Enterprise Software, Negotiation, IT Strategy, Project Portfolio...
Education
Villanova University 2007 — 2008
Certification, Six Sigma Green, Lean Sensei
Warren County Community College 2002 — 2003
Legal Studies and Criminal Justice
County College of Morris 1999 — 1999
Criminal Law Classes
Brookdale Community College 1997 — 1998
N/A, Accounting and Economics Studies
University of Arkansas 1987 — 1991
BA, French
Ocwen Financial Corporation - US June 2015 - Present
MMIS, Inc. August 2014 - January 2015
LiquidHub February 2011 - May 2014
AmeriHealth Administrators January 2013 - January 2014
AXIS Capital Holdings October 2012 - December 2012
InsPro Technologies April 2012 - September 2012
iPipeline November 2011 - April 2012
SEI Investments November 2010 - August 2011
GSK August 2010 - November 2010
Dow Jones October 2008 - June 2010
Skills
SDLC, Change Management, Management, Analysis, Business Analysis, Project Management, Regulatory Requirements, Professional Mentoring, Legal Research, Process Analysis, Risk Assessment, Corporate Finance, Criminology, Corporate Governance, Software Development, Leadership, Six Sigma, Program Management, Information Technology, Cross-functional Team..., Business Process..., Vendor Management, Software Project..., Budgets, Enterprise Software, Negotiation, IT Strategy, Project Portfolio...
Education
Villanova University 2007 — 2008
Certification, Six Sigma Green, Lean Sensei
Warren County Community College 2002 — 2003
Legal Studies and Criminal Justice
County College of Morris 1999 — 1999
Criminal Law Classes
Brookdale Community College 1997 — 1998
N/A, Accounting and Economics Studies
University of Arkansas 1987 — 1991
BA, French
John C. Yackel John C. Yackel's SEI Investments Experience July 1992 - July 2007
Job Managing Director, Envestnet, Wealth Management Solutions
Industry Investment Management
Experience
Envestnet, Inc May 2011 - Present
Fortigent, LLC July 2007 - May 2011
SEI Investments July 1992 - July 2007
Skills
Negotiation, Financial Services, Business Development, Wealth Management..., Wealth Management, Investments, Asset Managment, Mutual Funds, Complex Sales, Alternative Investments, Separately Managed..., Strategy, Asset Management, Financial Advisory, Management, Relationship Management, Asset Allocation, Investment Management, Life Insurance, High Net Worth..., Private Banking, Portfolio Management, Sales Management, Risk Management
Education
Bucknell University 1988 — 1992
BA, Economics
Envestnet, Inc May 2011 - Present
Fortigent, LLC July 2007 - May 2011
SEI Investments July 1992 - July 2007
Skills
Negotiation, Financial Services, Business Development, Wealth Management..., Wealth Management, Investments, Asset Managment, Mutual Funds, Complex Sales, Alternative Investments, Separately Managed..., Strategy, Asset Management, Financial Advisory, Management, Relationship Management, Asset Allocation, Investment Management, Life Insurance, High Net Worth..., Private Banking, Portfolio Management, Sales Management, Risk Management
Education
Bucknell University 1988 — 1992
BA, Economics
Sinclair Garner Sinclair Garner's SEI Investments Experience 2004 - 2006
Job Accounting Professional
Industry Investment Management
Experience
TD Wealth Management September 2011 - Present
SolomonEdwardsGroup 2009 - 2010
Wells Fargo Bank June 2007 - May 2008
PFPC 2005 - 2007
SEI Investments 2004 - 2006
The Bryn Mawr Trust Company 1998 - 2002
CoreStates Bank 1979 - 1997
Skills
Financial Reporting, Finance, Alternative Investments, Settlement, Financial Risk, Internal Controls, System Administration, Mergers, Credit Analysis, Microsoft Excel, Wealth Management, Sarbanes-Oxley Act, Customer Service, Global Custody, Financial Statements, Fund Accounting, Tax, Hedge Funds, Trading, Securities, Lotus Notes, Management, Accounts Payable, Time Management, Mergers & Acquisitions, Funding, Auditing, Budgets, Cash Management, Payroll, Bloomberg, General Ledger, Invoicing, Financial Modeling, Investment Management, Financial Accounting, Corporate Finance, Bonds, Derivatives, Managerial Finance, Internal Audit, Capital Markets, Valuation, Asset Allocation, QuickBooks, Private Equity, Administration, PeopleSoft, High Net Worth..., Fund Of Funds
Education
Rosemont College 1998 — 2000
BS Accounting, Accounting
Arcadia University 1994 — 1996
AS Business Admin, Business Admin
Cannon Finanical Institute 1993 — 1996
Certified Trust Operations Specialist, Trust Operations
Olney High School 1974 — 1976
Cannon Trust School
TD Wealth Management September 2011 - Present
SolomonEdwardsGroup 2009 - 2010
Wells Fargo Bank June 2007 - May 2008
PFPC 2005 - 2007
SEI Investments 2004 - 2006
The Bryn Mawr Trust Company 1998 - 2002
CoreStates Bank 1979 - 1997
Skills
Financial Reporting, Finance, Alternative Investments, Settlement, Financial Risk, Internal Controls, System Administration, Mergers, Credit Analysis, Microsoft Excel, Wealth Management, Sarbanes-Oxley Act, Customer Service, Global Custody, Financial Statements, Fund Accounting, Tax, Hedge Funds, Trading, Securities, Lotus Notes, Management, Accounts Payable, Time Management, Mergers & Acquisitions, Funding, Auditing, Budgets, Cash Management, Payroll, Bloomberg, General Ledger, Invoicing, Financial Modeling, Investment Management, Financial Accounting, Corporate Finance, Bonds, Derivatives, Managerial Finance, Internal Audit, Capital Markets, Valuation, Asset Allocation, QuickBooks, Private Equity, Administration, PeopleSoft, High Net Worth..., Fund Of Funds
Education
Rosemont College 1998 — 2000
BS Accounting, Accounting
Arcadia University 1994 — 1996
AS Business Admin, Business Admin
Cannon Finanical Institute 1993 — 1996
Certified Trust Operations Specialist, Trust Operations
Olney High School 1974 — 1976
Cannon Trust School
Anna Miller's SEI Investments Experience March 2005 - February 2009
Job Web Analytics Trainer at GSI Commerce
Industry Retail
Experience
GSI Commerce May 2009 - Present
SEI Investments March 2005 - February 2009
SEI Investments January 1990 - January 2009
Investment Advisory Group January 1998 - January 2005
SEI 1990 - 2005
SEI Investments January 1991 - January 1998
SEI Investments January 1990 - January 1991
Sunguard January 1987 - January 1990
Liberty National Bank January 1983 - January 1987
Skills
Financial Services, Analysis, Project Management, Management, Program Management, Process Improvement, Training, Business Analysis, CRM, Strategy, Quality Assurance, Mutual Funds, Databases, Portfolio Management, Analytics, Visio, Software Documentation, Customer Satisfaction, E-commerce, Testing
Education
Arcadia University 1987 — 1989
Bachelor of Science, Finance
Arcadia University 1987 — 1989
Bachelor of Science, Finance
University of Louisville 1984 — 1987
Finance
GSI Commerce May 2009 - Present
SEI Investments March 2005 - February 2009
SEI Investments January 1990 - January 2009
Investment Advisory Group January 1998 - January 2005
SEI 1990 - 2005
SEI Investments January 1991 - January 1998
SEI Investments January 1990 - January 1991
Sunguard January 1987 - January 1990
Liberty National Bank January 1983 - January 1987
Skills
Financial Services, Analysis, Project Management, Management, Program Management, Process Improvement, Training, Business Analysis, CRM, Strategy, Quality Assurance, Mutual Funds, Databases, Portfolio Management, Analytics, Visio, Software Documentation, Customer Satisfaction, E-commerce, Testing
Education
Arcadia University 1987 — 1989
Bachelor of Science, Finance
Arcadia University 1987 — 1989
Bachelor of Science, Finance
University of Louisville 1984 — 1987
Finance
Steve Leming Steve Leming's SEI Investments Experience 1994 - 1999
Job Regional Director at Penn Capital Management
Industry Investment Management
Experience
Penn Capital Management 2011 - Present
BlackRock 1999 - 2009
SEI Investments 1994 - 1999
Skills
Client Servicing, Relationship Management, Business Development, Consultant Relations, Wealth Management, CRM, Portfolio Management, Mutual Funds, Capital Markets, Marketing, Financial Analysis, Alternative Investments, Investment Management, Asset Allocation, Institutional..., Hedge Funds
Education
Villanova University 1994 — 1998
MBA
Albright College 1989 — 1993
BS, Finance
Paul VI High School 1985 — 1989
Penn Capital Management 2011 - Present
BlackRock 1999 - 2009
SEI Investments 1994 - 1999
Skills
Client Servicing, Relationship Management, Business Development, Consultant Relations, Wealth Management, CRM, Portfolio Management, Mutual Funds, Capital Markets, Marketing, Financial Analysis, Alternative Investments, Investment Management, Asset Allocation, Institutional..., Hedge Funds
Education
Villanova University 1994 — 1998
MBA
Albright College 1989 — 1993
BS, Finance
Paul VI High School 1985 — 1989
Steve Sermarini Steve Sermarini's SEI Investments Experience December 2010 - September 2011
Job
Industry Information Technology and Services
Experience
Enterra Solutions September 2011 - Present
SEI Investments December 2010 - September 2011
National Science Foundation September 2010 - December 2010
Chase February 2010 - December 2010
AOL Time Warner January 2005 - September 2010
AOL Behavioral Advertising January 2005 - September 2010
TACODA (Aquired by AOL) 2005 - September 2010
Primavera Systems 2000 - 2004
First USA November 1998 - September 2000
Wyeth 1997 - 1998
Skills
Agile Methodologies, Databases, Microsoft SQL Server, Data Warehousing, Oracle, Web Services, Scrum, XML, Unix, Integration, ETL, Enterprise Software, IT Strategy, Java, Perl, MySQL, Solution Architecture
Education
Carnegie Mellon University 2011 — 2015
Master's Degree, Master of Software Engineering
Boston University 2003 — 2004
CPM, Project Management
West Chester University of Pennsylvania 1985 — 1989
BS, Business, Minor Comp Sci
Enterra Solutions September 2011 - Present
SEI Investments December 2010 - September 2011
National Science Foundation September 2010 - December 2010
Chase February 2010 - December 2010
AOL Time Warner January 2005 - September 2010
AOL Behavioral Advertising January 2005 - September 2010
TACODA (Aquired by AOL) 2005 - September 2010
Primavera Systems 2000 - 2004
First USA November 1998 - September 2000
Wyeth 1997 - 1998
Skills
Agile Methodologies, Databases, Microsoft SQL Server, Data Warehousing, Oracle, Web Services, Scrum, XML, Unix, Integration, ETL, Enterprise Software, IT Strategy, Java, Perl, MySQL, Solution Architecture
Education
Carnegie Mellon University 2011 — 2015
Master's Degree, Master of Software Engineering
Boston University 2003 — 2004
CPM, Project Management
West Chester University of Pennsylvania 1985 — 1989
BS, Business, Minor Comp Sci
Carl Gilbert Jr's SEI Investments Experience August 2011 - December 2011
Job Chief Operating Officer at Stuart Film Group / Events Director at Ocktober Film Festival
Industry Entertainment
Experience
Stuart Film Group October 2013 - Present
EDSI April 2012 - Present
SEI Investments August 2011 - December 2011
The Bank of New York May 2007 - November 2009
Macy's East May 2006 - May 2007
Long Island Commercial Bank June 2003 - January 2007
Skills
Analysis, Risk Management, Management, Asset Managment, Business Analysis, Investments, Leadership, Account Reconciliation, Fixed Income, Financial Analysis, Budgets, Banking, Portfolio Management, Securities, Process Improvement, Accounting, Finance, Human Resources
Education
City University of New York-Baruch College 2009 — 2010
Executive MS, Finance
LIU Post 2003 — 2005
BA, Economics
Monroe Community College 1997 — 2002
AAS, Financial Services
Stuart Film Group October 2013 - Present
EDSI April 2012 - Present
SEI Investments August 2011 - December 2011
The Bank of New York May 2007 - November 2009
Macy's East May 2006 - May 2007
Long Island Commercial Bank June 2003 - January 2007
Skills
Analysis, Risk Management, Management, Asset Managment, Business Analysis, Investments, Leadership, Account Reconciliation, Fixed Income, Financial Analysis, Budgets, Banking, Portfolio Management, Securities, Process Improvement, Accounting, Finance, Human Resources
Education
City University of New York-Baruch College 2009 — 2010
Executive MS, Finance
LIU Post 2003 — 2005
BA, Economics
Monroe Community College 1997 — 2002
AAS, Financial Services
Keith Aleardi,CFA Keith Aleardi,CFA's SEI Investments Experience March 1995 - May 2000
Job EVP & Chief Investment Officer @ Fulton Financial Advisors
Industry Investment Management
Experience
Fulton Financial Advisors/Clermont Wealth Strategies November 2011 - Present
PNC Wealth Management May 2002 - November 2011
Deutsche Asset Management February 2000 - May 2002
SEI Investments March 1995 - May 2000
Skills
Management, Asset Allocation, Portfolio Management, Alternative Investments, Investment Management, Wealth Management, Strategic Financial..., High Net Worth..., Investment Strategies, Investments, Investment Advisory, Asset Management, Financial Markets, Relationship Management, Wealth Management..., Retirement Planning, Hedge Funds, Mutual Funds
Education
Boston University 2006 — 2008
MS, Finance
Ursinus College 1985 — 1989
BA, Economics
St. Joseph's Prep 1981 — 1985
Fulton Financial Advisors/Clermont Wealth Strategies November 2011 - Present
PNC Wealth Management May 2002 - November 2011
Deutsche Asset Management February 2000 - May 2002
SEI Investments March 1995 - May 2000
Skills
Management, Asset Allocation, Portfolio Management, Alternative Investments, Investment Management, Wealth Management, Strategic Financial..., High Net Worth..., Investment Strategies, Investments, Investment Advisory, Asset Management, Financial Markets, Relationship Management, Wealth Management..., Retirement Planning, Hedge Funds, Mutual Funds
Education
Boston University 2006 — 2008
MS, Finance
Ursinus College 1985 — 1989
BA, Economics
St. Joseph's Prep 1981 — 1985
Kyle Frampton Kyle Frampton's SEI Investments Experience November 2007 - Present
Job Sr. Revenue Analyst at SEI Investments
Industry Accounting
Experience
SEI Investments November 2007 - Present
SEI Investments November 2001 - October 2007
SEI Investments May 2000 - October 2001
SEI Investments November 1998 - April 2000
Skills
Financial Reporting, Accounting, Financial Analysis
Education
Houghton College 1995 — 1997
Bachelor of Science (B.S.), Accounting
Cedarville University 1993 — 1994
Bachelor of Science (BS), Accounting
SEI Investments November 2007 - Present
SEI Investments November 2001 - October 2007
SEI Investments May 2000 - October 2001
SEI Investments November 1998 - April 2000
Skills
Financial Reporting, Accounting, Financial Analysis
Education
Houghton College 1995 — 1997
Bachelor of Science (B.S.), Accounting
Cedarville University 1993 — 1994
Bachelor of Science (BS), Accounting
Mary Storrs's SEI Investments Experience 1990 - 1995
Job Principal, Director of Research and Benchmarking at Cutter Associates
Industry Investment Management
Experience
Cutter Associates 1999 - Present
LongView Group (Linedata) 1996 - 1999
SEI Investments 1990 - 1995
Bank of New England 1984 - 1990
Skills
Financial Services, Trading, Investments, Investment Management, Financial Risk, Portfolio Management, Fixed Income, Hedge Funds, Derivatives, Equities, Alternative Investments, Bloomberg, Asset Management, Trading Systems, Financial Markets
Education
Babson College 1985 — 1988
MBA, Finance
Boston College 1978 — 1982
BS, Management
Cutter Associates 1999 - Present
LongView Group (Linedata) 1996 - 1999
SEI Investments 1990 - 1995
Bank of New England 1984 - 1990
Skills
Financial Services, Trading, Investments, Investment Management, Financial Risk, Portfolio Management, Fixed Income, Hedge Funds, Derivatives, Equities, Alternative Investments, Bloomberg, Asset Management, Trading Systems, Financial Markets
Education
Babson College 1985 — 1988
MBA, Finance
Boston College 1978 — 1982
BS, Management
Frank Medvedik Frank Medvedik's SEI Investments Experience 1986 - 1989
Job President at Big Bearware Inc
Industry Market Research
Experience
Big Bearware Inc January 2014 - Present
Little Bearware Inc January 2013 - Present
ImpactRX December 2001 - February 2012
CIGNA / Intracorp 1997 - 2001
Merck 1995 - 1998
Vanguard 1997 - 1997
Towers Perrin 1990 - 1993
SEI Investments 1986 - 1989
Skills
Analytics, Data Warehousing, Databases, Business Intelligence, SDLC, Data Modeling, Software Development, Oracle, Microsoft SQL Server, Database Design, .NET, SharePoint, Web Services, Consulting, Business Analysis
Education
Arcadia University 1988 — 1990
ba, comp sci
pennridge hs
Big Bearware Inc January 2014 - Present
Little Bearware Inc January 2013 - Present
ImpactRX December 2001 - February 2012
CIGNA / Intracorp 1997 - 2001
Merck 1995 - 1998
Vanguard 1997 - 1997
Towers Perrin 1990 - 1993
SEI Investments 1986 - 1989
Skills
Analytics, Data Warehousing, Databases, Business Intelligence, SDLC, Data Modeling, Software Development, Oracle, Microsoft SQL Server, Database Design, .NET, SharePoint, Web Services, Consulting, Business Analysis
Education
Arcadia University 1988 — 1990
ba, comp sci
pennridge hs
Lesa Manning's SEI Investments Experience 1999 - 2007
Job DBME/FAA/Data Security State of Arizona
Industry Computer Networking
Experience
Staffmark September 2012 - Present
DaVita November 2011 - April 2012
Happy Days Bis July 2011 - December 2011
walgreen's 2010 - 2011
ITT Technical Institute 2010 - 2011
Pampered Chef June 2008 - October 2010
Independent Partylite Consultant September 2008 - August 2010
Lionshare Diner 2006 - 2007
SEI Investments 1999 - 2007
SEI Investments 1999 - 2006
Skills
Microsoft Office, Cisco devices, Red Hat Linux, Computer Hardware, Cisco Technologies, Customer Service, Access, Databases, HTML, Networking, Security, Software Documentation, Team Leadership, Time Management, Troubleshooting, Visio, Windows, Windows 7
Education
Itt Tech 2009 — 2011
Associates, Computer Networking Specialists
Kaplan University 2006 — 2009
American InterContinental University 2003 — 2006
Associates, Finance
Staffmark September 2012 - Present
DaVita November 2011 - April 2012
Happy Days Bis July 2011 - December 2011
walgreen's 2010 - 2011
ITT Technical Institute 2010 - 2011
Pampered Chef June 2008 - October 2010
Independent Partylite Consultant September 2008 - August 2010
Lionshare Diner 2006 - 2007
SEI Investments 1999 - 2007
SEI Investments 1999 - 2006
Skills
Microsoft Office, Cisco devices, Red Hat Linux, Computer Hardware, Cisco Technologies, Customer Service, Access, Databases, HTML, Networking, Security, Software Documentation, Team Leadership, Time Management, Troubleshooting, Visio, Windows, Windows 7
Education
Itt Tech 2009 — 2011
Associates, Computer Networking Specialists
Kaplan University 2006 — 2009
American InterContinental University 2003 — 2006
Associates, Finance
Kevin McCollester Kevin McCollester's SEI Investments Experience March 1997 - September 2003
Job Experienced Securities Processing Systems Executive
Industry Computer Software
Experience
Vertical Management Systems September 2003 - May 2015
SEI Investments March 1997 - September 2003
SEI April 1990 - March 1997
SEI October 1983 - April 1990
Skills
Portfolio Management, Mutual Funds, Vendor Management, 401k, Securities, Product Management, Wealth Management, Alternative Investments, SQL, Investments, Microsoft SQL Server, Management, Financial Services, Business Analysis, Risk Management, Asset Management, Process Improvement, Equities, Fixed Income, Project Management, Strategy, Integration, Software Development
Education
Bucknell University 1979 — 1983
Bachelor of Arts, Mathematics
Vertical Management Systems September 2003 - May 2015
SEI Investments March 1997 - September 2003
SEI April 1990 - March 1997
SEI October 1983 - April 1990
Skills
Portfolio Management, Mutual Funds, Vendor Management, 401k, Securities, Product Management, Wealth Management, Alternative Investments, SQL, Investments, Microsoft SQL Server, Management, Financial Services, Business Analysis, Risk Management, Asset Management, Process Improvement, Equities, Fixed Income, Project Management, Strategy, Integration, Software Development
Education
Bucknell University 1979 — 1983
Bachelor of Arts, Mathematics
Jaya Savkar's SEI Investments Experience July 1997 - May 2000
Job Sr. Director, Product Management at Shutterfly
Industry Internet
Experience
Shutterfly August 2012 - Present
Shutterfly July 2011 - August 2012
Ongo March 2011 - June 2011
HP/Snapfish August 2008 - March 2011
HP/Snapfish June 2006 - July 2008
Subimo (WebMD) 2005 - 2006
HP/Snapfish March 2005 - November 2005
Pictage, Inc. 2004 - 2005
Pictage 2002 - 2004
SEI Investments July 1997 - May 2000
Skills
Product Management, Digital Photography, E-commerce, Product Launch, Cross-functional Team...
Education
Boston College 1993 — 1997
BA
Chadwick School
Shutterfly August 2012 - Present
Shutterfly July 2011 - August 2012
Ongo March 2011 - June 2011
HP/Snapfish August 2008 - March 2011
HP/Snapfish June 2006 - July 2008
Subimo (WebMD) 2005 - 2006
HP/Snapfish March 2005 - November 2005
Pictage, Inc. 2004 - 2005
Pictage 2002 - 2004
SEI Investments July 1997 - May 2000
Skills
Product Management, Digital Photography, E-commerce, Product Launch, Cross-functional Team...
Education
Boston College 1993 — 1997
BA
Chadwick School
Lewis J. Ratti Lewis J. Ratti's SEI Investments Experience January 2015 - Present
Job Manager Research Analyst at SEI
Industry Investment Management
Experience
SEI Investments January 2015 - Present
BNY Mellon - BNY Mellon Investment Management January 2013 - January 2015
BNY Mellon - Lockwood Advisors, Inc. July 2007 - December 2012
BNY Mellon - Lockwood Advisors, Inc. June 2005 - July 2007
BNY Mellon - Lockwood Advisors, Inc. June 2003 - June 2005
Skills
Investment Advisory, Asset Allocation, Due Diligence, Portfolio Management, Alternative Investments, Investments, Investment Strategies, Investment Management
Education
Penn State University 2013 — 2016
Master of Business Administration (MBA) & Master of Finance
Bloomsburg University of Pennsylvania 1998 — 2002
B.S., Economics & Finance
SEI Investments January 2015 - Present
BNY Mellon - BNY Mellon Investment Management January 2013 - January 2015
BNY Mellon - Lockwood Advisors, Inc. July 2007 - December 2012
BNY Mellon - Lockwood Advisors, Inc. June 2005 - July 2007
BNY Mellon - Lockwood Advisors, Inc. June 2003 - June 2005
Skills
Investment Advisory, Asset Allocation, Due Diligence, Portfolio Management, Alternative Investments, Investments, Investment Strategies, Investment Management
Education
Penn State University 2013 — 2016
Master of Business Administration (MBA) & Master of Finance
Bloomsburg University of Pennsylvania 1998 — 2002
B.S., Economics & Finance
Joanne (Small) Gray Joanne (Small) Gray's SEI Investments Experience June 2009 - May 2010
Job Snr QA Manager at Comcast
Industry Information Technology and Services
Experience
Comcast August 2014 - Present
QVC June 2014 - August 2014
Vanguard February 2014 - May 2014
HomeNet Automotive September 2013 - February 2014
Exelon May 2013 - August 2013
De Lage Landen October 2011 - May 2013
MedRisk, Inc. July 2010 - March 2011
HomeNet Automotive 2011 - 2011
SEI Investments June 2009 - May 2010
Macquarie Bank 2010 - 2010
Skills
XML, User Acceptance Testing, Test Cases, Test Planning, Business Requirements, Test Director, Quality Center, Quality Assurance, SDLC, Testing, Software Quality..., Agile, System Testing, Regression Testing, Visio, Manual Testing, Requirements Analysis, Waterfall, SQL, Regression, SharePoint, SQL Server, Defect Tracking, Windows, Integration, CSS, HTML, VBScript, MS Project, Team Leadership, Agile Methodologies, Test Management, Software Documentation, QTP, Requirements Gathering, Business Analysis, HP Quality Center, Microsoft SQL Server, Test Automation, Databases, Scrum
Education
Villanova University 2007 — 2008
Masters Certificate, Software Testing
Baruch College 1993 — 1999
BBA, Finance & Investments
San Fernando Secondary 1974 — 1979
GCE O' Levels, University of Cambridge, Cambridge England
Comcast August 2014 - Present
QVC June 2014 - August 2014
Vanguard February 2014 - May 2014
HomeNet Automotive September 2013 - February 2014
Exelon May 2013 - August 2013
De Lage Landen October 2011 - May 2013
MedRisk, Inc. July 2010 - March 2011
HomeNet Automotive 2011 - 2011
SEI Investments June 2009 - May 2010
Macquarie Bank 2010 - 2010
Skills
XML, User Acceptance Testing, Test Cases, Test Planning, Business Requirements, Test Director, Quality Center, Quality Assurance, SDLC, Testing, Software Quality..., Agile, System Testing, Regression Testing, Visio, Manual Testing, Requirements Analysis, Waterfall, SQL, Regression, SharePoint, SQL Server, Defect Tracking, Windows, Integration, CSS, HTML, VBScript, MS Project, Team Leadership, Agile Methodologies, Test Management, Software Documentation, QTP, Requirements Gathering, Business Analysis, HP Quality Center, Microsoft SQL Server, Test Automation, Databases, Scrum
Education
Villanova University 2007 — 2008
Masters Certificate, Software Testing
Baruch College 1993 — 1999
BBA, Finance & Investments
San Fernando Secondary 1974 — 1979
GCE O' Levels, University of Cambridge, Cambridge England
Brian Kelly's SEI Investments Experience July 1995 - March 2003
Job President & CEO
Industry Information Technology and Services
Experience
Vestrics December 2014 - Present
Analytics First October 2010 - November 2014
Mercer May 2011 - June 2014
SuccessFactors July 2010 - October 2010
Inform Business Impact February 2010 - July 2010
Infohrm Group August 2007 - February 2010
The Infohrm Group 2006 - 2007
DoubleStar 2003 - 2006
SEI Investments July 1995 - March 2003
Skills
Talent Management, SaaS, Recruiting, Workforce Planning, Management, Start-ups, Analytics, Performance Management, Business Strategy, Mergers & Acquisitions, Change Management, Human Resources, HR Consulting, Human Capital, Talent Acquisition, Strategy, Leadership
Education
Boston College 1991 — 1995
Vestrics December 2014 - Present
Analytics First October 2010 - November 2014
Mercer May 2011 - June 2014
SuccessFactors July 2010 - October 2010
Inform Business Impact February 2010 - July 2010
Infohrm Group August 2007 - February 2010
The Infohrm Group 2006 - 2007
DoubleStar 2003 - 2006
SEI Investments July 1995 - March 2003
Skills
Talent Management, SaaS, Recruiting, Workforce Planning, Management, Start-ups, Analytics, Performance Management, Business Strategy, Mergers & Acquisitions, Change Management, Human Resources, HR Consulting, Human Capital, Talent Acquisition, Strategy, Leadership
Education
Boston College 1991 — 1995
Walton Jennette Walton Jennette's SEI Investments Experience 2007 - 2008
Job President & Chief Trust Officer at Aon Trust Company (Proposed)
Industry Financial Services
Experience
Aon Trust Company (Proposed) April 2013 - Present
First Colony Advisors June 2009 - March 2013
SEI Investments 2007 - 2008
UNC-TV 2005 - 2007
First Citizens Bank 2002 - 2004
Prudential Bank 2000 - 2002
Comerica Bank of California 1998 - 2000
Bank of the West 1993 - 1998
The Bank of California 1987 - 1992
Skills
Investment Management, Estate Planning, Wealth Management, Investment Advisory, Asset Allocation, Mutual Funds, Asset Managment, Securities, Investments, Retirement Planning, Portfolio Management, Trust Management, Trusts, Strategic Financial..., Investment Strategies, Gift Planning, Non-profits, Major Gift Development, Risk Management
Education
Stonier Graduate School of Banking 1980 — 1983
Wake Forest University School of Law 1970 — 1973
JD, Law
Appalachian State University 1966 — 1968
MA, Social Science
Elon University 1963 — 1966
BA, History
College of the Albemarle 1962 — 1963
Elizabeth City High School 1958 — 1962
Aon Trust Company (Proposed) April 2013 - Present
First Colony Advisors June 2009 - March 2013
SEI Investments 2007 - 2008
UNC-TV 2005 - 2007
First Citizens Bank 2002 - 2004
Prudential Bank 2000 - 2002
Comerica Bank of California 1998 - 2000
Bank of the West 1993 - 1998
The Bank of California 1987 - 1992
Skills
Investment Management, Estate Planning, Wealth Management, Investment Advisory, Asset Allocation, Mutual Funds, Asset Managment, Securities, Investments, Retirement Planning, Portfolio Management, Trust Management, Trusts, Strategic Financial..., Investment Strategies, Gift Planning, Non-profits, Major Gift Development, Risk Management
Education
Stonier Graduate School of Banking 1980 — 1983
Wake Forest University School of Law 1970 — 1973
JD, Law
Appalachian State University 1966 — 1968
MA, Social Science
Elon University 1963 — 1966
BA, History
College of the Albemarle 1962 — 1963
Elizabeth City High School 1958 — 1962
Kalyan Koduri Kalyan Koduri's SEI Investments Experience February 2006 - June 2008
Job Director of Healthcare Solutions at LiquidHub
Industry Information Technology and Services
Experience
LiquidHub June 2014 - Present
Alliance Life Sciences Consulting Group, Inc July 2011 - May 2014
Alliance Life Sciences Consulting Group, Inc September 2009 - June 2011
McNeil Consumer & Specialty Pharmaceuticals July 2008 - August 2009
SEI Investments February 2006 - June 2008
Tata Consultancy Services February 2001 - January 2006
Skills
SDLC, Oracle, Databases, Software Documentation, PMP, Requirements Analysis, PL/SQL, Business Analysis, Enterprise Architecture, Requirements Gathering, Unix, SQL, Microsoft SQL Server, Testing, CRM, ETL, Project Management, Data Warehousing, Data Modeling
Education
Birla Institute of Technology and Science, Pilani 1999 — 2000
Masters, Civil Engineering
Vasavi College of Engineering 1995 — 1999
BS, Civil Engineering
IDPL 1983 — 1993
LiquidHub June 2014 - Present
Alliance Life Sciences Consulting Group, Inc July 2011 - May 2014
Alliance Life Sciences Consulting Group, Inc September 2009 - June 2011
McNeil Consumer & Specialty Pharmaceuticals July 2008 - August 2009
SEI Investments February 2006 - June 2008
Tata Consultancy Services February 2001 - January 2006
Skills
SDLC, Oracle, Databases, Software Documentation, PMP, Requirements Analysis, PL/SQL, Business Analysis, Enterprise Architecture, Requirements Gathering, Unix, SQL, Microsoft SQL Server, Testing, CRM, ETL, Project Management, Data Warehousing, Data Modeling
Education
Birla Institute of Technology and Science, Pilani 1999 — 2000
Masters, Civil Engineering
Vasavi College of Engineering 1995 — 1999
BS, Civil Engineering
IDPL 1983 — 1993
Helaine Loman Helaine Loman's SEI Investments Experience January 2005 - July 2007
Job Senior Managing Consultant at IBM
Industry Financial Services
Experience
IBM August 2007 - Present
SEI Investments January 2005 - July 2007
SEI Investments - Wealth Network 2005 - 2006
Primex Trading 1998 - 2003
Nasdaq Stock Market 1988 - 1997
Skills
Financial Services, Business Process..., Wealth Management, Business Transformation, Investment Banking, Integration, Trading, Back Office, Management Consulting, Business Analysis, Process Improvement, Risk Management, SDLC, IT Management, Requirements Gathering, Business Process, Management, Portfolio Management, PMO, Strategy, Project Portfolio..., Outsourcing, Vendor Management, Enterprise Architecture, Business Intelligence, Software Project..., PMP, Requirements Analysis, Business Process Design, Business Process..., Project Delivery, Project Management, Consulting
Education
Brown University 1978 — 1982
Bachelor of Arts (B.A.), Organizational Behavior Studies
North Miami Beach Sr. High 1974 — 1978
High School Diploma
IBM August 2007 - Present
SEI Investments January 2005 - July 2007
SEI Investments - Wealth Network 2005 - 2006
Primex Trading 1998 - 2003
Nasdaq Stock Market 1988 - 1997
Skills
Financial Services, Business Process..., Wealth Management, Business Transformation, Investment Banking, Integration, Trading, Back Office, Management Consulting, Business Analysis, Process Improvement, Risk Management, SDLC, IT Management, Requirements Gathering, Business Process, Management, Portfolio Management, PMO, Strategy, Project Portfolio..., Outsourcing, Vendor Management, Enterprise Architecture, Business Intelligence, Software Project..., PMP, Requirements Analysis, Business Process Design, Business Process..., Project Delivery, Project Management, Consulting
Education
Brown University 1978 — 1982
Bachelor of Arts (B.A.), Organizational Behavior Studies
North Miami Beach Sr. High 1974 — 1978
High School Diploma
Jhevid Palma Jhevid Palma's SEI Investments Experience October 2010 - January 2012
Job AVP, Cash Equities at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan August 2014 - Present
Barclays Investment Bank June 2013 - August 2014
State Street January 2012 - June 2013
SEI Investments October 2010 - January 2012
Chesapeake Investment Services March 2007 - February 2011
Skills
Equities, Fixed Income, Trading, Investments, Options, Finance, Bonds, Financial Risk, Banking, Investment Strategies, Asset Allocation, Commodity, Mutual Funds, Investment Management, Asset Management, Portfolio Management
Education
California Polytechnic State University-San Luis Obispo 2002 — 2006
BS, Business Administration, Finance
California Polytechnic State University-San Luis Obispo 2002 — 2006
BS, Business Administration, International Management
Santa Margarita Catholic High School 1998 — 2002
J.P. Morgan August 2014 - Present
Barclays Investment Bank June 2013 - August 2014
State Street January 2012 - June 2013
SEI Investments October 2010 - January 2012
Chesapeake Investment Services March 2007 - February 2011
Skills
Equities, Fixed Income, Trading, Investments, Options, Finance, Bonds, Financial Risk, Banking, Investment Strategies, Asset Allocation, Commodity, Mutual Funds, Investment Management, Asset Management, Portfolio Management
Education
California Polytechnic State University-San Luis Obispo 2002 — 2006
BS, Business Administration, Finance
California Polytechnic State University-San Luis Obispo 2002 — 2006
BS, Business Administration, International Management
Santa Margarita Catholic High School 1998 — 2002
Mike Pagliaro, CFA Mike Pagliaro, CFA's SEI Investments Experience June 2006 - June 2007
Job Investment Officer at Hirtle Callaghan & Co
Industry Investment Management
Experience
Hirtle Callaghan & Co September 2008 - Present
Community Foundation of Southern New Jersey January 2013 - Present
Jewish Community Foundation Inc. February 2013 - Present
Institutional Financial Markets, Inc. (formerly Cohen & Company) June 2007 - June 2008
SEI Investments June 2006 - June 2007
State Street Global Markets October 2005 - May 2006
Skills
Asset Management, Investments, Portfolio Management, Equities, Asset Managment, ETFs, Capital Markets, Mergers & Acquisitions, Trading, Wealth Management, Valuation, Securities, Venture Capital, Mutual Funds, Financial Advisory
Education
CFA Institute
Bentley College - Elkin B. McCallum Graduate School of Business 2004 — 2006
MBA, Finance
Saint Joseph's University - Erivan K. Haub School of Business 2000 — 2004
Bachelor of Science, Marketing
Daniel Hand High School 1996 — 2000
Diploma
Hirtle Callaghan & Co September 2008 - Present
Community Foundation of Southern New Jersey January 2013 - Present
Jewish Community Foundation Inc. February 2013 - Present
Institutional Financial Markets, Inc. (formerly Cohen & Company) June 2007 - June 2008
SEI Investments June 2006 - June 2007
State Street Global Markets October 2005 - May 2006
Skills
Asset Management, Investments, Portfolio Management, Equities, Asset Managment, ETFs, Capital Markets, Mergers & Acquisitions, Trading, Wealth Management, Valuation, Securities, Venture Capital, Mutual Funds, Financial Advisory
Education
CFA Institute
Bentley College - Elkin B. McCallum Graduate School of Business 2004 — 2006
MBA, Finance
Saint Joseph's University - Erivan K. Haub School of Business 2000 — 2004
Bachelor of Science, Marketing
Daniel Hand High School 1996 — 2000
Diploma
Justin Bullion's SEI Investments Experience December 1987 - July 1990
Job Managing Principal at Payden & Rygel
Industry Investment Management
Experience
Payden & Rygel April 2010 - Present
Wellington Management Company, LLP April 1998 - April 2010
Miller Anderson & Sherrerd / Morgan Stanley Investment Management August 1992 - April 1998
Blackstone (now BlackRock) Financial Management August 1991 - April 1992
SEI Investments December 1987 - July 1990
Skills
Public Speaking, Critical Thinking, Thinking inside the box, Editing, Fixed Income, Writing, Investment Management, Alternative Investments, Asset Allocation, Institutional..., Asset Management, Portfolio Management, Securities, Private Equity, Mutual Funds, Bonds, Derivatives, Investment Strategies, Hedge Funds, Bloomberg
Education
University of Pennsylvania 1987 — 1991
B.A., Sociology, Econ, Russian Language
Cabrillo College 1986 — 1987
Maths, Theatre
University of California, Santa Cruz 1986 — 1987
Latin
Aptos High School 1983 — 1987
Payden & Rygel April 2010 - Present
Wellington Management Company, LLP April 1998 - April 2010
Miller Anderson & Sherrerd / Morgan Stanley Investment Management August 1992 - April 1998
Blackstone (now BlackRock) Financial Management August 1991 - April 1992
SEI Investments December 1987 - July 1990
Skills
Public Speaking, Critical Thinking, Thinking inside the box, Editing, Fixed Income, Writing, Investment Management, Alternative Investments, Asset Allocation, Institutional..., Asset Management, Portfolio Management, Securities, Private Equity, Mutual Funds, Bonds, Derivatives, Investment Strategies, Hedge Funds, Bloomberg
Education
University of Pennsylvania 1987 — 1991
B.A., Sociology, Econ, Russian Language
Cabrillo College 1986 — 1987
Maths, Theatre
University of California, Santa Cruz 1986 — 1987
Latin
Aptos High School 1983 — 1987
Billy Myers Billy Myers's SEI Investments Experience 2000 - Present
Job Relationship Manager at SEI Investments
Industry Financial Services
Experience
SEI Investments 2000 - Present
Education
Bloomsburg University of Pennsylvania 1992 — 1996
Bachelors
Neshaminy HS
Philadelphia University
Master
SEI Investments 2000 - Present
Education
Bloomsburg University of Pennsylvania 1992 — 1996
Bachelors
Neshaminy HS
Philadelphia University
Master
Jennifer Anderson Jennifer Anderson's SEI Investments Experience June 1994 - September 2002
Job CEO and CoFounder at Sustrana | Helping Businesses Build Powerful Sustainability Programs
Industry Information Technology and Services
Experience
Sustrana April 2010 - Present
Academy of Natural Sciences September 2008 - January 2012
DudenAnderson October 2006 - December 2010
Mercy Health System May 2004 - October 2006
Fox Chase Cancer Center May 2003 - May 2004
SEI Investments June 1994 - September 2002
Skills
Sustainability, Corporate Social..., Strategy, Program Management, Strategic Planning, Sustainability..., Program Development, Leadership, Management, Fundraising, Project Management, Environmental Impact..., Marketing, Environmental Awareness, Entrepreneurship, Business Process..., Nonprofits, Carbon Accounting, Social Entrepreneurship, Climate Change, Social Media, Public Speaking, Stakeholder Engagement, Sustainable Business, Project Planning, Change Management, Research, Sustainability..., Business Planning, Business Strategy
Education
Drexel University 2001 — 2002
Master's of Public Health
Bucknell University 1990 — 1994
BA, Economics and Japanese
Walt Whitman High School
Sustrana April 2010 - Present
Academy of Natural Sciences September 2008 - January 2012
DudenAnderson October 2006 - December 2010
Mercy Health System May 2004 - October 2006
Fox Chase Cancer Center May 2003 - May 2004
SEI Investments June 1994 - September 2002
Skills
Sustainability, Corporate Social..., Strategy, Program Management, Strategic Planning, Sustainability..., Program Development, Leadership, Management, Fundraising, Project Management, Environmental Impact..., Marketing, Environmental Awareness, Entrepreneurship, Business Process..., Nonprofits, Carbon Accounting, Social Entrepreneurship, Climate Change, Social Media, Public Speaking, Stakeholder Engagement, Sustainable Business, Project Planning, Change Management, Research, Sustainability..., Business Planning, Business Strategy
Education
Drexel University 2001 — 2002
Master's of Public Health
Bucknell University 1990 — 1994
BA, Economics and Japanese
Walt Whitman High School
Jacob Tuchinsky Jacob Tuchinsky's SEI Investments Experience August 2003 - April 2004
Job Vice President at RBS Global Banking & Markets
Industry Information Technology and Services
Experience
RBS Global Banking & Markets 2010 - Present
Intertuma, Inc. 2006 - April 2010
City of New York/DoItt January 2009 - 2010
Time Inc. 2008 - 2009
New York City Police Department Real Time Crime Center 2007 - 2008
BMW of North America, LLC 2006 - 2007
Liberty Travel May 2004 - February 2006
SEI Investments August 2003 - April 2004
Kirana Networks July 2001 - August 2003
Ranch Networks May 2000 - June 2001
Skills
SOA, J2EE, Design Patterns, Distributed Systems, Application Architecture, Web Services, Enterprise Architecture, Architecture, XML, Spring, Java, EJB, AJAX, Software Project..., Tomcat, UML, SQL, Scrum, Struts, Hibernate, Solution Architecture, SOAP, REST, Agile, Application Development, OOAD, Software Development, Maven, Cloud Computing, Eclipse, Servlets, System Architecture, ESB, Subversion, Object Oriented Design, TDD, Oracle Coherence, Interest Rate..., Swapswire, FpML, Fixed Income Technology, Agile Methodologies, Java Enterprise Edition, SDLC, Data Warehousing, Weblogic, Database Design, Enterprise Software, Agile Project Management, CRM
Education
Moscow State Institute of Radio Engineering, Electronics and Automation (Technical University) 1985 — 1989
Master's degree
Московский Государственный Технологический Университет (Станкин) 1978 — 1983
Master's degree
RBS Global Banking & Markets 2010 - Present
Intertuma, Inc. 2006 - April 2010
City of New York/DoItt January 2009 - 2010
Time Inc. 2008 - 2009
New York City Police Department Real Time Crime Center 2007 - 2008
BMW of North America, LLC 2006 - 2007
Liberty Travel May 2004 - February 2006
SEI Investments August 2003 - April 2004
Kirana Networks July 2001 - August 2003
Ranch Networks May 2000 - June 2001
Skills
SOA, J2EE, Design Patterns, Distributed Systems, Application Architecture, Web Services, Enterprise Architecture, Architecture, XML, Spring, Java, EJB, AJAX, Software Project..., Tomcat, UML, SQL, Scrum, Struts, Hibernate, Solution Architecture, SOAP, REST, Agile, Application Development, OOAD, Software Development, Maven, Cloud Computing, Eclipse, Servlets, System Architecture, ESB, Subversion, Object Oriented Design, TDD, Oracle Coherence, Interest Rate..., Swapswire, FpML, Fixed Income Technology, Agile Methodologies, Java Enterprise Edition, SDLC, Data Warehousing, Weblogic, Database Design, Enterprise Software, Agile Project Management, CRM
Education
Moscow State Institute of Radio Engineering, Electronics and Automation (Technical University) 1985 — 1989
Master's degree
Московский Государственный Технологический Университет (Станкин) 1978 — 1983
Master's degree
Geoffrey B. Sargeant, CFP, AEP Geoffrey B. Sargeant, CFP, AEP's SEI Investments Experience 2000 - 2003
Job Senior Vice President at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman September 2014 - Present
City National Rochdale Investment Management November 2013 - September 2014
City National Bank July 2006 - September 2014
FCG Advisors, LLC August 2003 - July 2006
SEI Investments 2000 - 2003
Skills
Wealth Management, Portfolio Management, Investments, Strategic Financial..., Asset Allocation, Certified Financial..., Business Development, Asset Management, Investment Advisory, Series 7, Investment Management, Wealth Management..., Alternative Investments, Equities, Mutual Funds, Hedge Funds, Financial Planning, Investment Strategies, Securities, Financial Services, Estate Planning, Retirement Planning, High Net Worth..., Series 63
Education
Fairleigh Dickinson University-Florham Campus 2005 — 2006
Financial Planning and Services
Bucknell University 1996 — 2000
BSBA, Management
Providence Country Day
High School
Neuberger Berman September 2014 - Present
City National Rochdale Investment Management November 2013 - September 2014
City National Bank July 2006 - September 2014
FCG Advisors, LLC August 2003 - July 2006
SEI Investments 2000 - 2003
Skills
Wealth Management, Portfolio Management, Investments, Strategic Financial..., Asset Allocation, Certified Financial..., Business Development, Asset Management, Investment Advisory, Series 7, Investment Management, Wealth Management..., Alternative Investments, Equities, Mutual Funds, Hedge Funds, Financial Planning, Investment Strategies, Securities, Financial Services, Estate Planning, Retirement Planning, High Net Worth..., Series 63
Education
Fairleigh Dickinson University-Florham Campus 2005 — 2006
Financial Planning and Services
Bucknell University 1996 — 2000
BSBA, Management
Providence Country Day
High School
Lamar K. Oglesby Lamar K. Oglesby's SEI Investments Experience February 2011 - December 2011
Job Assistant Director, Temple University
Industry Financial Services
Experience
Temple University November 2014 - Present
Temple University March 2014 - October 2014
Temple University July 2013 - February 2014
Temple University January 2012 - June 2013
SEI Investments February 2011 - December 2011
SEI Investments May 2007 - February 2011
Skills
Financial Reporting, Leadership, Grants, Financial Analysis, Accounting, Hedge Funds, Microsoft Excel, Team Leadership, Finance, Research, Mutual Funds, Budgets, Bloomberg Terminal, Customer Service, Research Administration, Contract Management, Microsoft Office, Learning Management, Accounts Receivable, Grant Research, Administration, Contract Review, Banner Finance, Portfolio Management, Motivated self-starter, GAAP, Access, Data Analysis, Analysis, Grant Administration, Management, Budget Monitoring
Education
Bloomsburg University of Pennsylvania 2002 — 2007
BSBA, Finance, Business Information Systems
Penn Wood High School 2000 — 2002
Diploma, Healthcare Academy
Temple University November 2014 - Present
Temple University March 2014 - October 2014
Temple University July 2013 - February 2014
Temple University January 2012 - June 2013
SEI Investments February 2011 - December 2011
SEI Investments May 2007 - February 2011
Skills
Financial Reporting, Leadership, Grants, Financial Analysis, Accounting, Hedge Funds, Microsoft Excel, Team Leadership, Finance, Research, Mutual Funds, Budgets, Bloomberg Terminal, Customer Service, Research Administration, Contract Management, Microsoft Office, Learning Management, Accounts Receivable, Grant Research, Administration, Contract Review, Banner Finance, Portfolio Management, Motivated self-starter, GAAP, Access, Data Analysis, Analysis, Grant Administration, Management, Budget Monitoring
Education
Bloomsburg University of Pennsylvania 2002 — 2007
BSBA, Finance, Business Information Systems
Penn Wood High School 2000 — 2002
Diploma, Healthcare Academy
Sangram Pitta's SEI Investments Experience September 2012 - June 2015
Job Sr Program Manager
Industry Financial Services
Experience
Tata Consultancy Services January 2014 - Present
SEI Investments September 2012 - June 2015
TCS Financial Solutions November 2008 - December 2013
SEI Investments November 2006 - August 2012
Tata Consultancy Services June 2003 - October 2006
Tata Consultancy Services March 2002 - June 2003
Tata Consultancy Services March 1999 - February 2002
Skills
Agile Project Management, Product Management, Investment Banking, Business Analysis, Requirements Analysis, Program Management, Business Requirements, Project Management, Software Project..., Vendor Management, User Acceptance Testing, Banking, Business Process..., SDLC, Agile Methodologies, Agile Testing, Financial Services, Risk Management, PMO, Oracle, Wealth Management...
Education
Indian Institute of Technology, Madras 1997 — 1999
Master Of Technology, Ocean Engineering
Andhra University 1993 — 1997
BS, Naval Architecture
Tata Consultancy Services January 2014 - Present
SEI Investments September 2012 - June 2015
TCS Financial Solutions November 2008 - December 2013
SEI Investments November 2006 - August 2012
Tata Consultancy Services June 2003 - October 2006
Tata Consultancy Services March 2002 - June 2003
Tata Consultancy Services March 1999 - February 2002
Skills
Agile Project Management, Product Management, Investment Banking, Business Analysis, Requirements Analysis, Program Management, Business Requirements, Project Management, Software Project..., Vendor Management, User Acceptance Testing, Banking, Business Process..., SDLC, Agile Methodologies, Agile Testing, Financial Services, Risk Management, PMO, Oracle, Wealth Management...
Education
Indian Institute of Technology, Madras 1997 — 1999
Master Of Technology, Ocean Engineering
Andhra University 1993 — 1997
BS, Naval Architecture
Kate Baird Kate Baird's SEI Investments Experience 1985 - 1994
Job Director at First Rate, First Rate
Industry Computer Software
Experience
First Rate August 1994 - Present
SEI Investments 1985 - 1994
National FSI 1985 - 1993
Automated Systems Inc 1984 - 1985
ASI 1984 - 1985
Education
Augustana University (SD) 1980 — 1984
B.A.
First Rate August 1994 - Present
SEI Investments 1985 - 1994
National FSI 1985 - 1993
Automated Systems Inc 1984 - 1985
ASI 1984 - 1985
Education
Augustana University (SD) 1980 — 1984
B.A.
Paul Dunn Paul Dunn's SEI Investments Experience 1994 - 2002
Job Bluerock Capital Markets
Industry Financial Services
Experience
Bluerock Capital Markets April 2011 - Present
Lightstone Securities March 2009 - May 2011
Advanced Equities Asset Management 2002 - 2009
SEI Investments 1994 - 2002
Skills
Alternative Investments, Retirement Planning, Asset Management, Investments, Retirement, Financial Advisory, Private Equity, Real Estate, Series 7, Wealth Management..., Private Placements, Asset Allocation, Series 63, Management, Mergers & Acquisitions, Estate Planning, Securities, Asset Managment, Marketing, Investment Properties, Venture Capital, Wealth, High Net Worth..., Investment Advisory, Selling, Fixed Income, Leadership, Wealth Management, Investment Management, Hedge Funds, Bonds, Equities, Mutual Funds, Investment Banking, Investment Strategies, Portfolio Management, Series 24, FINRA, Strategic Financial..., Capital Markets, Financial Services, Due Diligence, Valuation
Education
Suffolk University Law School 1969 — 1972
JD, Law
Brown University 1965 — 1969
BA
Bluerock Capital Markets April 2011 - Present
Lightstone Securities March 2009 - May 2011
Advanced Equities Asset Management 2002 - 2009
SEI Investments 1994 - 2002
Skills
Alternative Investments, Retirement Planning, Asset Management, Investments, Retirement, Financial Advisory, Private Equity, Real Estate, Series 7, Wealth Management..., Private Placements, Asset Allocation, Series 63, Management, Mergers & Acquisitions, Estate Planning, Securities, Asset Managment, Marketing, Investment Properties, Venture Capital, Wealth, High Net Worth..., Investment Advisory, Selling, Fixed Income, Leadership, Wealth Management, Investment Management, Hedge Funds, Bonds, Equities, Mutual Funds, Investment Banking, Investment Strategies, Portfolio Management, Series 24, FINRA, Strategic Financial..., Capital Markets, Financial Services, Due Diligence, Valuation
Education
Suffolk University Law School 1969 — 1972
JD, Law
Brown University 1965 — 1969
BA
James Boudreau's SEI Investments Experience April 1992 - March 1995
Job SVP and General Counsel at Randstad Professionals US
Industry Staffing and Recruiting
Experience
Randstad Professionals US April 2005 - Present
Palmer & Dodge LLP September 1998 - April 2005
SEI Investments April 1992 - March 1995
State Street May 1987 - April 1992
Skills
Staffing Services, Corporate Law, Mergers, Mergers & Acquisitions, Negotiation, Corporate Governance, Contract Negotiation, Problem Solving, Litigation Management, Employment Law, Employment Contracts, Legal Compliance, Non-disclosure..., Venture Capital, Management, Acquisitions, Joint Ventures, Wage & Hour, Securities, Intellectual Property, Contract Management, Antitrust Law, M&A experience, Divestitures
Education
Boston College Law School 1995 — 1998
J.D., cum laude
University of Massachusetts, Amherst 1983 — 1986
B.A., English, cum laude
Randstad Professionals US April 2005 - Present
Palmer & Dodge LLP September 1998 - April 2005
SEI Investments April 1992 - March 1995
State Street May 1987 - April 1992
Skills
Staffing Services, Corporate Law, Mergers, Mergers & Acquisitions, Negotiation, Corporate Governance, Contract Negotiation, Problem Solving, Litigation Management, Employment Law, Employment Contracts, Legal Compliance, Non-disclosure..., Venture Capital, Management, Acquisitions, Joint Ventures, Wage & Hour, Securities, Intellectual Property, Contract Management, Antitrust Law, M&A experience, Divestitures
Education
Boston College Law School 1995 — 1998
J.D., cum laude
University of Massachusetts, Amherst 1983 — 1986
B.A., English, cum laude
Jason D. James Jason D. James's SEI Investments Experience December 2004 - July 2006
Job Director at BaylorScott&White Health/HealthTexas Provider Network
Industry Hospital & Health Care
Experience
HealthTexas Provider Network (HTPN)/BaylorScott&White Health September 2013 - Present
Parkland Health & Hospital System December 2011 - September 2013
Parkland Health & Hospital System January 2009 - December 2011
Parkland Health & Hospital System January 2008 - December 2008
SEI Investments December 2004 - July 2006
Skills
Healthcare, Hospitals, Budgeting, Administration, Policy, Budgets, Strategic Planning, Epic Systems, Ambulatory, Physician Relations, Data Analysis, EMR, Healthcare Consulting, Healthcare Management, Healthcare Information..., Management, Process Improvement, Program Management, Revenue Cycle, System Administration, Public Speaking, Physicians
Education
Trinity University 2006 — 2008
MS, Healthcare Administration
Baylor University 2001 — 2004
BBA, Economics
HealthTexas Provider Network (HTPN)/BaylorScott&White Health September 2013 - Present
Parkland Health & Hospital System December 2011 - September 2013
Parkland Health & Hospital System January 2009 - December 2011
Parkland Health & Hospital System January 2008 - December 2008
SEI Investments December 2004 - July 2006
Skills
Healthcare, Hospitals, Budgeting, Administration, Policy, Budgets, Strategic Planning, Epic Systems, Ambulatory, Physician Relations, Data Analysis, EMR, Healthcare Consulting, Healthcare Management, Healthcare Information..., Management, Process Improvement, Program Management, Revenue Cycle, System Administration, Public Speaking, Physicians
Education
Trinity University 2006 — 2008
MS, Healthcare Administration
Baylor University 2001 — 2004
BBA, Economics
Misbahul Hasan, PMP Misbahul Hasan, PMP's SEI Investments Experience April 2008 - January 2011
Job Development Manager at SEI
Industry Financial Services
Experience
SEI January 2011 - Present
SEI Investments April 2008 - January 2011
SEI September 2001 - March 2008
Qwest Fusion April 2000 - May 2001
Skills
Financial Reporting, Web Applications..., Web Architecture, SDLC, Software Project..., Business Analysis, Agile Project Management, Requirements Analysis, Requirements Gathering, Agile Methodologies, Full SDLC, PMP, Business Requirements, Data Warehousing, Enterprise Architecture, Waterfall, SharePoint, Vendor Management, Visio, Project Management, PMO, Project Delivery, Data Modeling, User Acceptance Testing
Education
University of Phoenix 2002 — 2004
MBA, Technology Management
Aligarh Muslim University 1987 — 1991
BS, Electrical Engg
SEI January 2011 - Present
SEI Investments April 2008 - January 2011
SEI September 2001 - March 2008
Qwest Fusion April 2000 - May 2001
Skills
Financial Reporting, Web Applications..., Web Architecture, SDLC, Software Project..., Business Analysis, Agile Project Management, Requirements Analysis, Requirements Gathering, Agile Methodologies, Full SDLC, PMP, Business Requirements, Data Warehousing, Enterprise Architecture, Waterfall, SharePoint, Vendor Management, Visio, Project Management, PMO, Project Delivery, Data Modeling, User Acceptance Testing
Education
University of Phoenix 2002 — 2004
MBA, Technology Management
Aligarh Muslim University 1987 — 1991
BS, Electrical Engg
Markus Giel's SEI Investments Experience September 2004 - December 2006
Job Vice President at Ufermann Investments, LLC
Industry Investment Banking
Experience
Ufermann Investments, LLC October 2014 - Present
Broadridge Financial Solutions July 2012 - October 2014
Knight Equity Markets March 2010 - September 2011
Newedge September 2008 - October 2009
JP Morgan May 2007 - September 2008
SEI investments September 2004 - December 2006
Deutsche Bank February 1997 - September 2004
Deutsche Bank January 1985 - March 1994
Skills
SWIFT messaging, Global Custody, Euroclear, Securities, Project Management, Business Analysis, Swift Alliance, Investments, Trading, Equities, Investment Banking, foreign exchange, Straight Through..., Precious Metals, Fixed Income, Risk Management, Security Clearance, Wealth Management, Treasury Management, Gloss, Foreign Exchange, Valuation, Derivatives, Capital Markets, Asset Management, Financial Services, Finance, Portfolio Management, SWIFT payments, Electronic Trading, Management, Trading Systems, Financial Markets, Settlement, Product Management, Cash Management, Commodity, Corporate Actions, FX Options, Hedge Funds, Financial Risk, SWIFT Payments, Banking, Consulting, Strategy, Mutual Funds, User Acceptance Testing, Business Strategy, Payments, Business Development
Education
Hans-Böckler-Berufskolleg Oberhausen 1982 — 1985
Bachelor of Arts (B.A.), Banking and Finance
Ufermann Investments, LLC October 2014 - Present
Broadridge Financial Solutions July 2012 - October 2014
Knight Equity Markets March 2010 - September 2011
Newedge September 2008 - October 2009
JP Morgan May 2007 - September 2008
SEI investments September 2004 - December 2006
Deutsche Bank February 1997 - September 2004
Deutsche Bank January 1985 - March 1994
Skills
SWIFT messaging, Global Custody, Euroclear, Securities, Project Management, Business Analysis, Swift Alliance, Investments, Trading, Equities, Investment Banking, foreign exchange, Straight Through..., Precious Metals, Fixed Income, Risk Management, Security Clearance, Wealth Management, Treasury Management, Gloss, Foreign Exchange, Valuation, Derivatives, Capital Markets, Asset Management, Financial Services, Finance, Portfolio Management, SWIFT payments, Electronic Trading, Management, Trading Systems, Financial Markets, Settlement, Product Management, Cash Management, Commodity, Corporate Actions, FX Options, Hedge Funds, Financial Risk, SWIFT Payments, Banking, Consulting, Strategy, Mutual Funds, User Acceptance Testing, Business Strategy, Payments, Business Development
Education
Hans-Böckler-Berufskolleg Oberhausen 1982 — 1985
Bachelor of Arts (B.A.), Banking and Finance
Diana Whalen's SEI Investments Experience June 2011 - August 2011
Job Graduate Leadership Development Operations Management at RollsRoyce
Industry Aviation & Aerospace
Experience
Rolls-Royce June 2013 - Present
Overseas Development Institute July 2012 - August 2012
Club Monaco August 2010 - March 2012
SEI Investments June 2011 - August 2011
Morgan Stanley Smith Barney June 2010 - August 2010
Skills
PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Customer Service, Leadership
Education
Boston University - School of Management 2010 — 2013
BSBA, Finance and Operations and Technology Management
Rolls-Royce June 2013 - Present
Overseas Development Institute July 2012 - August 2012
Club Monaco August 2010 - March 2012
SEI Investments June 2011 - August 2011
Morgan Stanley Smith Barney June 2010 - August 2010
Skills
PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Customer Service, Leadership
Education
Boston University - School of Management 2010 — 2013
BSBA, Finance and Operations and Technology Management
John Waguespack John Waguespack's SEI Investments Experience August 1994 - June 1996
Job Artist & Entrepreneur
Industry Design
Experience
Waguespack Industries January 2012 - Present
Waguespack Art and Design 2007 - January 2012
a W Design 2007 - April 2011
Agency.com, Exile on Seventh August 2000 - August 2007
Digital DJ July 1996 - January 1998
SEI Investments August 1994 - June 1996
Skills
Branding & Identity, Art, Art Direction, Video, Art Exhibitions, Fine Art, Marketing, Contemporary Art, Creative Direction, Painting, Social Media, Advertising, Magazines
Education
Portfolio Center 1998 — 2000
MFA, Design and Art Direction
Boston College 1990 — 1994
Waguespack Industries January 2012 - Present
Waguespack Art and Design 2007 - January 2012
a W Design 2007 - April 2011
Agency.com, Exile on Seventh August 2000 - August 2007
Digital DJ July 1996 - January 1998
SEI Investments August 1994 - June 1996
Skills
Branding & Identity, Art, Art Direction, Video, Art Exhibitions, Fine Art, Marketing, Contemporary Art, Creative Direction, Painting, Social Media, Advertising, Magazines
Education
Portfolio Center 1998 — 2000
MFA, Design and Art Direction
Boston College 1990 — 1994
David Kern, CFA David Kern, CFA's SEI Investments Experience January 2011 - April 2014
Job Manager Risk Management at SEI
Industry Financial Services
Experience
SEI December 2014 - Present
SEI April 2014 - December 2014
SEI Investments January 2011 - April 2014
SEI Investments December 2007 - January 2011
Morgan Stanley Dean Witter December 2006 - August 2007
Township of Lower Merion May 2006 - July 2006
Skills
Bloomberg, Alternative Investments, Hedge Funds, Valuation, Investments, Financial Risk, Risk Management, Risk Analysis, Derivatives, Microsoft SQL Server, Financial Analysis, Process Improvement, Staff Training, Equity Research, VBA, Options, Bonds, Swaps, Issues Management, Financial Reporting, Credit Derivatives, Swaptions, Fixed Income, Finance, Due Diligence, Equities, Management, MarkitWire, Bloomberg Terminal
Education
Bloomsburg University of Pennsylvania 2003 — 2007
Bachelor of Science: Business Administration, Finance and Legal Studies, Management, International Business
SEI December 2014 - Present
SEI April 2014 - December 2014
SEI Investments January 2011 - April 2014
SEI Investments December 2007 - January 2011
Morgan Stanley Dean Witter December 2006 - August 2007
Township of Lower Merion May 2006 - July 2006
Skills
Bloomberg, Alternative Investments, Hedge Funds, Valuation, Investments, Financial Risk, Risk Management, Risk Analysis, Derivatives, Microsoft SQL Server, Financial Analysis, Process Improvement, Staff Training, Equity Research, VBA, Options, Bonds, Swaps, Issues Management, Financial Reporting, Credit Derivatives, Swaptions, Fixed Income, Finance, Due Diligence, Equities, Management, MarkitWire, Bloomberg Terminal
Education
Bloomsburg University of Pennsylvania 2003 — 2007
Bachelor of Science: Business Administration, Finance and Legal Studies, Management, International Business
Brian DiMarco's SEI Investments Experience May 2010 - May 2011
Job Pharmaceutical Sales Representative
Industry Pharmaceuticals
Experience
Alcon, a Novartis company March 2015 - Present
Alcon, a Novartis Company February 2013 - Present
Quintiles January 2012 - January 2013
SEI Investments May 2010 - May 2011
AstraZeneca June 2009 - August 2009
Skills
Data Analysis, Microsoft Excel, Business Planning, PowerPoint, Microsoft Word, Best Practices, Teamwork, Pharmaceutical Sales, Customer Support, Business Analysis, Sales Trainings
Education
Boston University 2015 — 2018
Master of Business Administration (M.B.A.)
Villanova University 2006 — 2010
Bachelor's degree, Business Administration
City University (GB) 2008 — 2008
BS, Business
Malvern Preparatory School 2002 — 2006
Alcon, a Novartis company March 2015 - Present
Alcon, a Novartis Company February 2013 - Present
Quintiles January 2012 - January 2013
SEI Investments May 2010 - May 2011
AstraZeneca June 2009 - August 2009
Skills
Data Analysis, Microsoft Excel, Business Planning, PowerPoint, Microsoft Word, Best Practices, Teamwork, Pharmaceutical Sales, Customer Support, Business Analysis, Sales Trainings
Education
Boston University 2015 — 2018
Master of Business Administration (M.B.A.)
Villanova University 2006 — 2010
Bachelor's degree, Business Administration
City University (GB) 2008 — 2008
BS, Business
Malvern Preparatory School 2002 — 2006
Michelle Benner Michelle Benner's SEI Investments Experience October 1998 - March 2007
Job Client Relationship Manager at Ascensus
Industry Financial Services
Experience
Ascensus June 2015 - Present
Coho Partners, Ltd. July 2012 - November 2014
Lincoln Financial Group February 2012 - July 2012
Beneficial Advisors, LLC September 2009 - January 2011
Turner Investment Partners April 2007 - October 2008
SEI Investments October 1998 - March 2007
Skills
Investments, Mutual Funds, New Business Development, Multimedia, Relationship Management, Asset Management, Training, Customer Relations, Series 7, Series 63, 401k, Banking, Financial Services, CRM, Marketing, Press Releases, Strategic Financial..., Customer Service, Investment Advisory
Education
Bloomsburg University of Pennsylvania 1983 — 1986
BA, Sociology
Montoursville High School
Ascensus June 2015 - Present
Coho Partners, Ltd. July 2012 - November 2014
Lincoln Financial Group February 2012 - July 2012
Beneficial Advisors, LLC September 2009 - January 2011
Turner Investment Partners April 2007 - October 2008
SEI Investments October 1998 - March 2007
Skills
Investments, Mutual Funds, New Business Development, Multimedia, Relationship Management, Asset Management, Training, Customer Relations, Series 7, Series 63, 401k, Banking, Financial Services, CRM, Marketing, Press Releases, Strategic Financial..., Customer Service, Investment Advisory
Education
Bloomsburg University of Pennsylvania 1983 — 1986
BA, Sociology
Montoursville High School
Chris Conklin's SEI Investments Experience October 2006 - November 2007
Job Fund Accounting and Operations at Nationwide Funds Group
Industry Financial Services
Experience
Nationwide Funds Group November 2007 - Present
SEI Investments October 2006 - November 2007
SEI Investments October 2000 - November 2006
Skills
Fund Accounting, Mutual Funds, Fund Of Funds, ETFs, Securities, Bloomberg, Bloomberg Terminal, Series 7, Fixed Income, Equities
Education
Saint Joseph's University 2003 — 2005
MBA
Bloomsburg University of Pennsylvania
BS, Accounting
Nationwide Funds Group November 2007 - Present
SEI Investments October 2006 - November 2007
SEI Investments October 2000 - November 2006
Skills
Fund Accounting, Mutual Funds, Fund Of Funds, ETFs, Securities, Bloomberg, Bloomberg Terminal, Series 7, Fixed Income, Equities
Education
Saint Joseph's University 2003 — 2005
MBA
Bloomsburg University of Pennsylvania
BS, Accounting
David Lurie David Lurie's SEI Investments Experience April 1999 - July 2001
Job Vice President Strategic Alliances at Meeder Investment Management
Industry Financial Services
Experience
Meeder Investment Management September 2014 - Present
Market Movement Solutions May 2012 - July 2014
AssetMark / Genworth Wealth Management July 2001 - May 2012
SEI Investments April 1999 - July 2001
SIFE Trust Fund December 1997 - April 1999
Skills
Business Development, Retirement Planning, Investments, Asset Allocation, Investment Strategies, Strategic Financial..., Wealth Management, Investment Management, Mutual Funds, Financial Advisory, Finance, Employee Benefits, Strategic Planning, Series 7, Relationship Management, Retirement, Fixed Annuities
Education
California State University-Chico 1990 — 1995
Bachelor's degree, Economics
Meeder Investment Management September 2014 - Present
Market Movement Solutions May 2012 - July 2014
AssetMark / Genworth Wealth Management July 2001 - May 2012
SEI Investments April 1999 - July 2001
SIFE Trust Fund December 1997 - April 1999
Skills
Business Development, Retirement Planning, Investments, Asset Allocation, Investment Strategies, Strategic Financial..., Wealth Management, Investment Management, Mutual Funds, Financial Advisory, Finance, Employee Benefits, Strategic Planning, Series 7, Relationship Management, Retirement, Fixed Annuities
Education
California State University-Chico 1990 — 1995
Bachelor's degree, Economics
Shawnee Gehman Shawnee Gehman's SEI Investments Experience June 2013 - October 2013
Job Associate at Morgan Stanley
Industry Accounting
Experience
Morgan Stanley October 2013 - Present
SEI Investments June 2013 - October 2013
SEI Investments October 2012 - June 2013
SEI Investments December 2010 - October 2012
United States Liability Insurance Group August 2009 - May 2010
Cabrini College Dixon Center September 2006 - May 2010
Albright College June 2004 - August 2004
Skills
Microsoft Excel, Investments
Education
Cabrini College 2006 — 2010
Morgan Stanley October 2013 - Present
SEI Investments June 2013 - October 2013
SEI Investments October 2012 - June 2013
SEI Investments December 2010 - October 2012
United States Liability Insurance Group August 2009 - May 2010
Cabrini College Dixon Center September 2006 - May 2010
Albright College June 2004 - August 2004
Skills
Microsoft Excel, Investments
Education
Cabrini College 2006 — 2010
Chris Bergeron Chris Bergeron's SEI Investments Experience April 2005 - July 2006
Job Account Development at Monetate, Inc.
Industry Marketing and Advertising
Experience
Monetate, Inc. January 2014 - Present
Mobile Works Interactive November 2012 - December 2013
Nokia Location and Commerce March 2011 - November 2012
NAVTEQ/Nokia January 2009 - February 2011
Image API May 2008 - December 2008
Full Access Storage March 2007 - May 2008
United Marketing Solutions July 2006 - March 2007
SEI Investments April 2005 - July 2006
SEI Investments October 2004 - April 2005
SEI Investments December 2002 - October 2004
Skills
Mobile Devices, Advertising, Mobile Advertising, Online Advertising, Interactive Advertising, Digital Marketing, Direct Marketing, Marketing Strategy, Direct Mail, New Business Development, Collaborative Problem..., E-commerce, E-commerce..., Personal Training, Exercise Instruction, Exercise Design, Group Exercise..., National Academy of..., TRX Suspension Training, Kettlebells, speed agility and..., Business Development, Integrated Marketing, Mobile Marketing, Email Marketing, Sales, SEO
Education
Bloomsburg University of Pennsylvania 1997 — 2001
Bachelors, Economics
William Tennent HS 1993 — 1997
Monetate, Inc. January 2014 - Present
Mobile Works Interactive November 2012 - December 2013
Nokia Location and Commerce March 2011 - November 2012
NAVTEQ/Nokia January 2009 - February 2011
Image API May 2008 - December 2008
Full Access Storage March 2007 - May 2008
United Marketing Solutions July 2006 - March 2007
SEI Investments April 2005 - July 2006
SEI Investments October 2004 - April 2005
SEI Investments December 2002 - October 2004
Skills
Mobile Devices, Advertising, Mobile Advertising, Online Advertising, Interactive Advertising, Digital Marketing, Direct Marketing, Marketing Strategy, Direct Mail, New Business Development, Collaborative Problem..., E-commerce, E-commerce..., Personal Training, Exercise Instruction, Exercise Design, Group Exercise..., National Academy of..., TRX Suspension Training, Kettlebells, speed agility and..., Business Development, Integrated Marketing, Mobile Marketing, Email Marketing, Sales, SEO
Education
Bloomsburg University of Pennsylvania 1997 — 2001
Bachelors, Economics
William Tennent HS 1993 — 1997
Julie Mangan Julie Mangan's SEI Investments Experience August 2000 - December 2002
Job Accounting Services
Industry Accounting
Experience
Auerbach Albert & Gold Lc January 2014 - Present
Howard & Co., LLP March 2012 - January 2014
Vi, formerly known as Classic Residence by Hyatt July 2010 - March 2012
Ludidity Consulting Group September 2009 - July 2010
Unitrin Specialty January 2006 - September 2009
Unitrin Kemper Auto and Home Group October 2004 - January 2006
One Beacon Insurance November 2003 - August 2004
Thomas Jefferson University December 2002 - July 2003
SEI Investments August 2000 - December 2002
Skills
Accounts Payable, Reconciliation, Financial Reporting, Accounting, Budgeting, Accruals, Payroll Processing, General Ledger, Accounts Receivable, Excel, Access, Forecasting, Journal Entries, Variance Analysis, Financial Statements, Bank Reconciliation, Financial Accounting, GAAP, QuickBooks, ADP Payroll, Finance, Account Reconciliation
Education
Canisius College 1996 — 2000
Bachelor of Science, Finance
Auerbach Albert & Gold Lc January 2014 - Present
Howard & Co., LLP March 2012 - January 2014
Vi, formerly known as Classic Residence by Hyatt July 2010 - March 2012
Ludidity Consulting Group September 2009 - July 2010
Unitrin Specialty January 2006 - September 2009
Unitrin Kemper Auto and Home Group October 2004 - January 2006
One Beacon Insurance November 2003 - August 2004
Thomas Jefferson University December 2002 - July 2003
SEI Investments August 2000 - December 2002
Skills
Accounts Payable, Reconciliation, Financial Reporting, Accounting, Budgeting, Accruals, Payroll Processing, General Ledger, Accounts Receivable, Excel, Access, Forecasting, Journal Entries, Variance Analysis, Financial Statements, Bank Reconciliation, Financial Accounting, GAAP, QuickBooks, ADP Payroll, Finance, Account Reconciliation
Education
Canisius College 1996 — 2000
Bachelor of Science, Finance
Robert Greenip Robert Greenip's SEI Investments Experience June 1997 - December 1999
Job Head of Product Management at Thomson Reuters
Industry Computer Software
Experience
Thomson Reuters (Acquired StarMine) September 2004 - Present
Deeptek September 2003 - June 2004
InvestorForce, Inc. December 1999 - August 2002
SEI Investments June 1997 - December 1999
Skills
Analytics, Product Strategy, Product Management, Investments, Financial Modeling, Competitive Analysis, Product Development, New Business Development, SaaS, Analysis, Financial Analysis, Cross-functional Team..., Start-ups, Agile, Industry Analysis, Equities, Agile Methodologies, Entrepreneurship, Leadership
Education
UCLA Anderson 2002 — 2004
MBA
Boston College 1993 — 1997
BS, Finance
Thomson Reuters (Acquired StarMine) September 2004 - Present
Deeptek September 2003 - June 2004
InvestorForce, Inc. December 1999 - August 2002
SEI Investments June 1997 - December 1999
Skills
Analytics, Product Strategy, Product Management, Investments, Financial Modeling, Competitive Analysis, Product Development, New Business Development, SaaS, Analysis, Financial Analysis, Cross-functional Team..., Start-ups, Agile, Industry Analysis, Equities, Agile Methodologies, Entrepreneurship, Leadership
Education
UCLA Anderson 2002 — 2004
MBA
Boston College 1993 — 1997
BS, Finance
Karen Beck-Herzog Karen Beck-Herzog's SEI Investments Experience 1993 - 1997
Job Public Affairs Officer, Shenandoah National Park
Industry Government Administration
Experience
National Park Service October 2002 - Present
National Park Service June 2000 - October 2002
SEI Investments 1993 - 1997
Skills
Public Relations, Community Relations, Community Development, Event Planning, Media Relations, Policy, Press Releases, Non-profits, Nonprofits, Public Affairs, Budgets, Strategic Communications, Grant Writing, Management, Community Outreach, Policy Analysis, Public Policy, Social Media Marketing, Government, Speech Writing, Public Speaking
Education
Bucknell University 1989 — 1993
BA Economics, BA International Relations
Bucknell University
Bachelor's degree in Economics and International Relations
National Park Service October 2002 - Present
National Park Service June 2000 - October 2002
SEI Investments 1993 - 1997
Skills
Public Relations, Community Relations, Community Development, Event Planning, Media Relations, Policy, Press Releases, Non-profits, Nonprofits, Public Affairs, Budgets, Strategic Communications, Grant Writing, Management, Community Outreach, Policy Analysis, Public Policy, Social Media Marketing, Government, Speech Writing, Public Speaking
Education
Bucknell University 1989 — 1993
BA Economics, BA International Relations
Bucknell University
Bachelor's degree in Economics and International Relations
Nick Lapworth Nick Lapworth's SEI Investments Experience 2000 - 2003
Job Brand Strategist & Product Visionary
Industry Marketing and Advertising
Experience
SprinkleBit 2014 - 2015
Arrive 2012 - 2014
American Express 2011 - 2012
Charles Schwab 2007 - 2010
Bacardi 2006 - 2007
Avance 2003 - 2004
SEI Investments 2000 - 2003
Skills
Digital Marketing, Social Media Marketing, Advertising, Strategic Partnerships, Budget Management, Business Development, CRM, Customer Segmentation..., Product Management, Strategic Brand..., Consumer Insight, Pricing, Entrepreneurship, High Performance Teams, Product Development, Marketing Strategy, Brand Management, Customer Acquisition, Customer Engagement, Customer Experience..., User Experience, Web Development, Sponsorship Program..., Email Marketing, Competitive Analysis, Market Research, Product Marketing, Cross-functional Team..., Start-ups, Direct Marketing
Education
UCLA Anderson School of Management 2004 — 2006
MBA
Bucknell University 1996 — 2000
BA
SprinkleBit 2014 - 2015
Arrive 2012 - 2014
American Express 2011 - 2012
Charles Schwab 2007 - 2010
Bacardi 2006 - 2007
Avance 2003 - 2004
SEI Investments 2000 - 2003
Skills
Digital Marketing, Social Media Marketing, Advertising, Strategic Partnerships, Budget Management, Business Development, CRM, Customer Segmentation..., Product Management, Strategic Brand..., Consumer Insight, Pricing, Entrepreneurship, High Performance Teams, Product Development, Marketing Strategy, Brand Management, Customer Acquisition, Customer Engagement, Customer Experience..., User Experience, Web Development, Sponsorship Program..., Email Marketing, Competitive Analysis, Market Research, Product Marketing, Cross-functional Team..., Start-ups, Direct Marketing
Education
UCLA Anderson School of Management 2004 — 2006
MBA
Bucknell University 1996 — 2000
BA
David Holtzman CFA, CFP®, CTFA David Holtzman CFA, CFP®, CTFA's SEI Investments Experience March 2000 - May 2002
Job Senior Vice President at Bryn Mawr Trust Company
Industry Investment Management
Experience
Bryn Mawr Trust Company (formerly Davidson Trust Company) November 2010 - Present
Ashbridge Investment Management February 2004 - June 2010
Signature Investment Management May 2002 - February 2004
SEI Investments March 2000 - May 2002
Vanguard Group November 1997 - March 2000
Skills
Portfolio Management, Asset Allocation, Investments, Investment Strategies, Alternative Investments, Wealth Management, Asset Managment, Investment Management, Investment Policy, Investment Advisory, Family Office
Education
Bucknell University 1982 — 1986
Bachelor of Arts (BA), Economics
Bryn Mawr Trust Company (formerly Davidson Trust Company) November 2010 - Present
Ashbridge Investment Management February 2004 - June 2010
Signature Investment Management May 2002 - February 2004
SEI Investments March 2000 - May 2002
Vanguard Group November 1997 - March 2000
Skills
Portfolio Management, Asset Allocation, Investments, Investment Strategies, Alternative Investments, Wealth Management, Asset Managment, Investment Management, Investment Policy, Investment Advisory, Family Office
Education
Bucknell University 1982 — 1986
Bachelor of Arts (BA), Economics
Marianne Evans Marianne Evans's SEI Investments Experience October 2006 - Present
Job Free Asset Movement Analyst at SEI Investments
Industry Financial Services
Experience
SEI Investments October 2006 - Present
Upper Darby Public Library 2002 - 2005
H&R Block January 2003 - April 2003
Scripture Union 1997 - 2002
Davidson Trust Co May 1990 - March 1997
Loomis Sayles and Company 1988 - 1990
Halpert, Oberst, & Company 1987 - 1988
George M. Wood & Co. Investment Bankers 1982 - 1987
Skills
Securities, Trading, Bonds, Mutual Funds, Banking, Finance, Analysis, Investments, Sales, Wealth Management
Education
Auburn University at Montgomery 1976 — 1979
BA, English/Applied Communication
Auburn University at Montgomery 1975 — 1979
Bachelor's degree, English/Applied Communications
SEI Investments October 2006 - Present
Upper Darby Public Library 2002 - 2005
H&R Block January 2003 - April 2003
Scripture Union 1997 - 2002
Davidson Trust Co May 1990 - March 1997
Loomis Sayles and Company 1988 - 1990
Halpert, Oberst, & Company 1987 - 1988
George M. Wood & Co. Investment Bankers 1982 - 1987
Skills
Securities, Trading, Bonds, Mutual Funds, Banking, Finance, Analysis, Investments, Sales, Wealth Management
Education
Auburn University at Montgomery 1976 — 1979
BA, English/Applied Communication
Auburn University at Montgomery 1975 — 1979
Bachelor's degree, English/Applied Communications
Sreedhar Bareli's SEI Investments Experience January 2011 - Present
Job
Industry Computer Software
Experience
SEI Investments January 2011 - Present
Standard&Poor's, NY January 2010 - December 2010
Service Management Group, Kansas City October 2009 - January 2010
Hardrada Media Solutions, Brooklyn, NY May 2009 - September 2009
OKI Data Americas, Mount Laurel, NJ February 2009 - May 2009
Coldwater Creek, Sandpoint, Idaho May 2007 - January 2009
Microsoft , Bellevue, WA March 2006 - May 2007
Accenture/Avanade , Hyderabad, India July 2004 - October 2005
Birlasoft Ltd, Hyderabad, India January 2003 - July 2004
Infosys , Bangalore, India September 2002 - January 2003
Skills
Microsoft SQL Server, SSRS, SSIS, T-SQL Stored Procedures, T-SQL, Financial Services, Agile Methodologies, Rapid Application..., ASP.NET MVC, Web Services, Oracle SQL, Crystal Reports, IIS, C#, XML Databases, NHibernate, OOP, CSS Javascript, Telerik Controls, MCSD, MCAD, Databases, Database Design, VB.NET, ERP, WCF, Data Modeling, Quality Assurance, .NET, ETL
Education
Madras University 1996 — 1999
Masters, Master of ComputerSciences
Sapthagiri Engineering College 1996 — 1999
Master of Computer Applications (MCA), Computer Science
SEI Investments January 2011 - Present
Standard&Poor's, NY January 2010 - December 2010
Service Management Group, Kansas City October 2009 - January 2010
Hardrada Media Solutions, Brooklyn, NY May 2009 - September 2009
OKI Data Americas, Mount Laurel, NJ February 2009 - May 2009
Coldwater Creek, Sandpoint, Idaho May 2007 - January 2009
Microsoft , Bellevue, WA March 2006 - May 2007
Accenture/Avanade , Hyderabad, India July 2004 - October 2005
Birlasoft Ltd, Hyderabad, India January 2003 - July 2004
Infosys , Bangalore, India September 2002 - January 2003
Skills
Microsoft SQL Server, SSRS, SSIS, T-SQL Stored Procedures, T-SQL, Financial Services, Agile Methodologies, Rapid Application..., ASP.NET MVC, Web Services, Oracle SQL, Crystal Reports, IIS, C#, XML Databases, NHibernate, OOP, CSS Javascript, Telerik Controls, MCSD, MCAD, Databases, Database Design, VB.NET, ERP, WCF, Data Modeling, Quality Assurance, .NET, ETL
Education
Madras University 1996 — 1999
Masters, Master of ComputerSciences
Sapthagiri Engineering College 1996 — 1999
Master of Computer Applications (MCA), Computer Science
Joe Lewis's SEI Investments Experience 1993 - 1998
Job VP, Information Technology at New Penn Financial, LLC
Industry Financial Services
Experience
New Penn Financial, LLC January 2008 - Present
Stenton Mortgage May 2007 - December 2007
Wilmington Finance, Inc. December 1999 - February 2007
Confluence 1998 - 1999
SEI Investments 1993 - 1998
Skills
Disaster Recovery, Vendor Management, Process Improvement, Risk Management, Financial Services, Banking, SDLC, Mortgage Lending, Project Management, Mortgage Banking, IT Strategy, Team Building, Executive Management, Change Management, Strategic Planning, Networking, Business Analysis, Team Leadership, Access, Business Intelligence, Leadership, Start-ups, Databases
Education
Villanova University 1994 — 1997
MBA program, MBA with a concentration in MIS
Arcadia University 1988 — 1993
BS, Management, Finance
Villanova University 1985 — 1987
Electrical Engineering and Computer Science
New Penn Financial, LLC January 2008 - Present
Stenton Mortgage May 2007 - December 2007
Wilmington Finance, Inc. December 1999 - February 2007
Confluence 1998 - 1999
SEI Investments 1993 - 1998
Skills
Disaster Recovery, Vendor Management, Process Improvement, Risk Management, Financial Services, Banking, SDLC, Mortgage Lending, Project Management, Mortgage Banking, IT Strategy, Team Building, Executive Management, Change Management, Strategic Planning, Networking, Business Analysis, Team Leadership, Access, Business Intelligence, Leadership, Start-ups, Databases
Education
Villanova University 1994 — 1997
MBA program, MBA with a concentration in MIS
Arcadia University 1988 — 1993
BS, Management, Finance
Villanova University 1985 — 1987
Electrical Engineering and Computer Science
Beth Bilinski's SEI Investments Experience April 2005 - Present
Job Tax Specialist at SEI Investments
Industry Financial Services
Experience
SEI Investments April 2005 - Present
Becket & Lee September 2002 - April 2005
Freedom Medical August 2001 - May 2002
Phoenixville Accounting 1999 - 2001
Skills
Hedge Funds, Accounts Payable, Bloomberg, Investments, QuickBooks, Bloomberg Terminal, Banking, Fund Administration
Education
Immaculata University 2001 — 2007
BA, Human Resources & Business Management
PJA School 2001 — 2004
Associates Degree, Accounting and Business Management
SEI Investments April 2005 - Present
Becket & Lee September 2002 - April 2005
Freedom Medical August 2001 - May 2002
Phoenixville Accounting 1999 - 2001
Skills
Hedge Funds, Accounts Payable, Bloomberg, Investments, QuickBooks, Bloomberg Terminal, Banking, Fund Administration
Education
Immaculata University 2001 — 2007
BA, Human Resources & Business Management
PJA School 2001 — 2004
Associates Degree, Accounting and Business Management
Megan Ptaszkowski's SEI Investments Experience Mortgage AccountantSovereign BankAugust 2005 - April 2007
Job Revenue Analyst/Corporate Accounting at SEI Investments
Industry Accounting
Experience
SEI Investments Mortgage AccountantSovereign BankAugust 2005 - April 2007
Education
Alvernia University 1997 — 2001
SEI Investments Mortgage AccountantSovereign BankAugust 2005 - April 2007
Education
Alvernia University 1997 — 2001
Justin Deni's SEI Investments Experience March 2007 - August 2007
Job Compliance Risk Control Analyst
Industry Financial Services
Experience
Janney Montgomery Scott LLC October 2013 - Present
UBS Financial Services March 2012 - October 2013
UBS Wealth Management March 2011 - March 2012
UBS Wealth Management January 2008 - February 2011
SEI Investments March 2007 - August 2007
Pennoni Associates November 2006 - March 2007
Harleysville National Bank 2000 - 2003
Skills
Asset Management, Bloomberg, Equities, Fixed Income, Investments, Management, Mutual Funds, Securities, Series 63, Series 7, Wealth Management, Alternative Investments, Asset Allocation, Hedge Funds, Investment Strategies
Education
Drexel University 2014 — 2017
Master of Business Administration (M.B.A.), Entrepreneurship
Bloomsburg University of Pennsylvania 2002 — 2006
Central Bucks West
Janney Montgomery Scott LLC October 2013 - Present
UBS Financial Services March 2012 - October 2013
UBS Wealth Management March 2011 - March 2012
UBS Wealth Management January 2008 - February 2011
SEI Investments March 2007 - August 2007
Pennoni Associates November 2006 - March 2007
Harleysville National Bank 2000 - 2003
Skills
Asset Management, Bloomberg, Equities, Fixed Income, Investments, Management, Mutual Funds, Securities, Series 63, Series 7, Wealth Management, Alternative Investments, Asset Allocation, Hedge Funds, Investment Strategies
Education
Drexel University 2014 — 2017
Master of Business Administration (M.B.A.), Entrepreneurship
Bloomsburg University of Pennsylvania 2002 — 2006
Central Bucks West
Maria Ma, CFA's SEI Investments Experience August 2006 - Present
Job Fixed Income Fund Manager at Lincoln Financial Group
Industry Investment Management
Experience
Lincoln Financial Group June 2015 - Present
SEI Investments August 2006 - Present
BlackRock January 2005 - August 2006
Rackspace Hosting December 2003 - August 2004
GETDD Venture Capital Ltd. September 1999 - August 2001
GETDD Int’l Trust & Investment Corp. July 1998 - August 1999
Skills
Portfolio Management, Investments, Fixed Income, Alternative Investments, Strategy, Hedge Funds, Manager Research, Mutual Funds, Due Diligence
Education
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2003
Master, Finance
Nankai University 1994 — 1998
Bachelor, Finance
Lincoln Financial Group June 2015 - Present
SEI Investments August 2006 - Present
BlackRock January 2005 - August 2006
Rackspace Hosting December 2003 - August 2004
GETDD Venture Capital Ltd. September 1999 - August 2001
GETDD Int’l Trust & Investment Corp. July 1998 - August 1999
Skills
Portfolio Management, Investments, Fixed Income, Alternative Investments, Strategy, Hedge Funds, Manager Research, Mutual Funds, Due Diligence
Education
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2003
Master, Finance
Nankai University 1994 — 1998
Bachelor, Finance
Eric FitzPatrick's SEI Investments Experience January 2000 - January 2009
Job Certified Cisco CCNA
Industry Information Technology and Services
Experience
New Penn Financial, LLC July 2013 - February 2014
New Penn Financial, LLC January 2013 - July 2013
Self-Employed February 2009 - January 2013
SEI INVESTMENTS January 2000 - January 2009
IMI SYSTEMS, INC November 1999 - January 2000
IMI Systems March 1999 - November 1999
Decision One Corporation January 1999 - March 1999
Skills
Cisco CCNA, Microsoft Certified..., CompTIA A+ Certification, Troubleshooting, Technical Support, Networking, Cisco Technologies, Windows, Help Desk Support, Information Technology, TCP/IP, Network Administration, Routing, Routers, Windows 7, Active Directory, Computer Hardware, Computer Security
Education
University of Phoenix 2002 — 2004
BS, Information Technology
Bloomsburg University of Pennsylvania 1991 — 1996
Computer Information Systems
Montgomery County Community College
New Penn Financial, LLC July 2013 - February 2014
New Penn Financial, LLC January 2013 - July 2013
Self-Employed February 2009 - January 2013
SEI INVESTMENTS January 2000 - January 2009
IMI SYSTEMS, INC November 1999 - January 2000
IMI Systems March 1999 - November 1999
Decision One Corporation January 1999 - March 1999
Skills
Cisco CCNA, Microsoft Certified..., CompTIA A+ Certification, Troubleshooting, Technical Support, Networking, Cisco Technologies, Windows, Help Desk Support, Information Technology, TCP/IP, Network Administration, Routing, Routers, Windows 7, Active Directory, Computer Hardware, Computer Security
Education
University of Phoenix 2002 — 2004
BS, Information Technology
Bloomsburg University of Pennsylvania 1991 — 1996
Computer Information Systems
Montgomery County Community College
Sarah Deviney's SEI Investments Experience January 2006 - July 2007
Job Wealth Adviser at United Capital Financial Advisors
Industry Financial Services
Experience
United Capital Finanical Partners, Inc July 2007 - Present
SEI Investments January 2006 - July 2007
SEI Investments August 2003 - December 2006
Education
Bucknell University 1999 — 2003
United Capital Finanical Partners, Inc July 2007 - Present
SEI Investments January 2006 - July 2007
SEI Investments August 2003 - December 2006
Education
Bucknell University 1999 — 2003
Christine Tenney's SEI Investments Experience 1999 - Present
Job Project Manager at SEI
Industry Banking
Experience
SEI June 2015 - Present
SEI Investments 1999 - Present
SEI 1999 - 2009
CORESTATES BANK 1994 - 1999
Skills
Financial Services, Risk Management, Business Analysis, Banking, Mutual Funds, Portfolio Management, Management, Relationship Management, Vendor Management, Securities, SDLC, Project Management
Education
Albright College 1997 — 1998
SEI June 2015 - Present
SEI Investments 1999 - Present
SEI 1999 - 2009
CORESTATES BANK 1994 - 1999
Skills
Financial Services, Risk Management, Business Analysis, Banking, Mutual Funds, Portfolio Management, Management, Relationship Management, Vendor Management, Securities, SDLC, Project Management
Education
Albright College 1997 — 1998
Mike Vavra's SEI Investments Experience January 2003 - July 2006
Job Vice President, Portfolio Trading at ITG
Industry Financial Services
Experience
ITG January 2013 - Present
ITG March 2012 - December 2012
Investment Technology Group November 2009 - February 2012
Investment Technology Group, Inc. July 2006 - November 2009
SEI Investments January 2003 - July 2006
Skills
Trading, Valuation, Portfolio Management, Mutual Funds, Analysis
Education
Bloomsburg University of Pennsylvania 1999 — 2003
Bachelor of Science (BS), Finance
ITG January 2013 - Present
ITG March 2012 - December 2012
Investment Technology Group November 2009 - February 2012
Investment Technology Group, Inc. July 2006 - November 2009
SEI Investments January 2003 - July 2006
Skills
Trading, Valuation, Portfolio Management, Mutual Funds, Analysis
Education
Bloomsburg University of Pennsylvania 1999 — 2003
Bachelor of Science (BS), Finance
Heller, Julia's SEI Investments Experience March 1987 - June 2001
Job Bookkeeper at YFS Financial Service
Industry Accounting
Experience
YFS Financial Service January 2012 - Present
self employed part-time January 2009 - December 2012
Central Paving & Excavating March 1992 - June 2009
SEI Investments March 1987 - June 2001
Education
Cabrini College 1992 — 1994
BA, Organizational Management
Shippensburg University of Pennsylvania 1978 — 1981
Business Mgt
YFS Financial Service January 2012 - Present
self employed part-time January 2009 - December 2012
Central Paving & Excavating March 1992 - June 2009
SEI Investments March 1987 - June 2001
Education
Cabrini College 1992 — 1994
BA, Organizational Management
Shippensburg University of Pennsylvania 1978 — 1981
Business Mgt
Courtney Keen's SEI Investments Experience 2006 - 2006
Job Worldwide Treasurer at Godiva Chocolatier
Industry Consumer Goods
Experience
Godiva Chocolatier January 2013 - Present
Godiva Chocolatier June 2010 - January 2013
The Hershey Company November 2006 - June 2010
York International June 2003 - March 2006
SEI Investments 2006 - 2006
Electronics Boutique of America, Inc. 1997 - 2000
Skills
Treasury Management, Cash Management, Cash Flow Forecasting, Corporate Finance, Banking, Accounting, Credit, Liquidity Management, Internal Controls, Budgets, Investments, Foreign Exchange, Treasury, Working Capital..., SOX Compliancy, Accounts Payable, Accounts Receivable, SAP, Intercompany..., Escheatment, Capital Structure, Cash, Loans, Financial Risk, Forecasting, Financial Services, Sarbanes-Oxley Act
Education
Albright College 2003 — 2007
Bachelor of Science, Business Administration
Twin Valley
Godiva Chocolatier January 2013 - Present
Godiva Chocolatier June 2010 - January 2013
The Hershey Company November 2006 - June 2010
York International June 2003 - March 2006
SEI Investments 2006 - 2006
Electronics Boutique of America, Inc. 1997 - 2000
Skills
Treasury Management, Cash Management, Cash Flow Forecasting, Corporate Finance, Banking, Accounting, Credit, Liquidity Management, Internal Controls, Budgets, Investments, Foreign Exchange, Treasury, Working Capital..., SOX Compliancy, Accounts Payable, Accounts Receivable, SAP, Intercompany..., Escheatment, Capital Structure, Cash, Loans, Financial Risk, Forecasting, Financial Services, Sarbanes-Oxley Act
Education
Albright College 2003 — 2007
Bachelor of Science, Business Administration
Twin Valley
Jhana Saunders's SEI Investments Experience November 2006 - June 2007
Job Financial Services Professional
Industry Financial Services
Experience
SEI Investments November 2006 - June 2007
Skills
Financial Analysis, Alternative Investments
Education
Bucknell University 2002 — 2006
SEI Investments November 2006 - June 2007
Skills
Financial Analysis, Alternative Investments
Education
Bucknell University 2002 — 2006
Debarati Roy's SEI Investments Experience May 2007 - Present
Job Business Lead at SEI Investments
Industry Information Technology and Services
Experience
SEI Investments May 2007 - Present
Tata Consultancy Services August 1998 - February 2007
Education
Birla Institute of Technology 1994 — 1998
SEI Investments May 2007 - Present
Tata Consultancy Services August 1998 - February 2007
Education
Birla Institute of Technology 1994 — 1998
Leah Sullivan Buchanan's SEI Investments Experience July 2008 - February 2010
Job Global Product Marketing Manager at Mars Drinks
Industry Consumer Goods
Experience
Mars Drinks September 2014 - Present
First Quality Enterprises June 2014 - August 2014
First Quality Enterprises August 2010 - June 2014
Family Enterprise Center at Stetson University August 2008 - December 2011
SEI Investments July 2008 - February 2010
The International Foundation 2006 - 2006
Skills
Social Networking, Project Management, Marketing Strategy, Strategy, Marketing, Cross-functional Team..., Research
Education
Stetson University 2004 — 2008
BBA, International Business, Family Business, German
Pädagogische Hochschule Freiburg 2007 — 2007
Studied Abroad, German and International Relations
University of Oxford 2006 — 2006
Studied Abroad, International Strategic Management, Social Entrepreneurship
Mars Drinks September 2014 - Present
First Quality Enterprises June 2014 - August 2014
First Quality Enterprises August 2010 - June 2014
Family Enterprise Center at Stetson University August 2008 - December 2011
SEI Investments July 2008 - February 2010
The International Foundation 2006 - 2006
Skills
Social Networking, Project Management, Marketing Strategy, Strategy, Marketing, Cross-functional Team..., Research
Education
Stetson University 2004 — 2008
BBA, International Business, Family Business, German
Pädagogische Hochschule Freiburg 2007 — 2007
Studied Abroad, German and International Relations
University of Oxford 2006 — 2006
Studied Abroad, International Strategic Management, Social Entrepreneurship
Daniel Kalish's SEI Investments Experience 2004 - 2006
Job Director Alternative Investment Financial and Regulatory Reporting at BlackRock
Industry Investment Management
Experience
BlackRock February 2012 - Present
BlackRock April 2006 - February 2012
SEI Investments 2004 - 2006
PNC Financial Services Group (Formerly PFPC) 2001 - 2004
Brandywine Asset Management 1998 - 2001
PricewaterhouseCoopers 1996 - 1998
U.S. Securities & Exchange Commission 1992 - 1994
Skills
Alternative Investments, Hedge Funds, Structured Finance, Financial Reporting, Compliance, Accounting, Investment Operations, SEC reporting, Fund Of Funds, Regulatory Reporting, Form PF, CDO, Investments, Capital Markets, Asset Managment, SEC filings, Equities, Securities, Valuation, Due Diligence, Fund Accounting, Fund Administration, Internal Controls, Commodity Pools, Asset Management, Form PQR, AIFMD, Public Speaking, Mutual Funds, Fixed Income, Portfolio Management, Bloomberg, Financial Services, Financial Modeling, Investment Management, Investment Strategies
Education
Cornell University - Johnson Graduate School of Management 1994 — 1996
MBA, Finance, Accounting
American University 1988 — 1992
BSBA, Finance
American University - Kogod School of Business 1988 — 1992
BSBA, Finance
BlackRock February 2012 - Present
BlackRock April 2006 - February 2012
SEI Investments 2004 - 2006
PNC Financial Services Group (Formerly PFPC) 2001 - 2004
Brandywine Asset Management 1998 - 2001
PricewaterhouseCoopers 1996 - 1998
U.S. Securities & Exchange Commission 1992 - 1994
Skills
Alternative Investments, Hedge Funds, Structured Finance, Financial Reporting, Compliance, Accounting, Investment Operations, SEC reporting, Fund Of Funds, Regulatory Reporting, Form PF, CDO, Investments, Capital Markets, Asset Managment, SEC filings, Equities, Securities, Valuation, Due Diligence, Fund Accounting, Fund Administration, Internal Controls, Commodity Pools, Asset Management, Form PQR, AIFMD, Public Speaking, Mutual Funds, Fixed Income, Portfolio Management, Bloomberg, Financial Services, Financial Modeling, Investment Management, Investment Strategies
Education
Cornell University - Johnson Graduate School of Management 1994 — 1996
MBA, Finance, Accounting
American University 1988 — 1992
BSBA, Finance
American University - Kogod School of Business 1988 — 1992
BSBA, Finance
Ryan McHaffie's SEI Investments Experience August 2007 - May 2010
Job MBA Candidate at MIT Sloan School of Management
Industry Financial Services
Experience
MIT Sloan School of Management August 2015 - Present
T. Rowe Price November 2014 - July 2015
Columbia Management May 2013 - October 2014
Columbia Management October 2010 - May 2013
Columbia Management May 2010 - October 2010
SEI Investments August 2007 - May 2010
Skills
Investments, Asset Managment, Mutual Funds, Salesforce.com, Asset Allocation, Series 7, Investment Management, Financial Analysis, Financial Services, Relationship Management, Data Analysis, Fixed Income, Wealth Management
Education
Massachusetts Institute of Technology - Sloan School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
Boston College 2003 — 2007
Bachelor of Science (B.S.), Finance, General
MIT Sloan School of Management August 2015 - Present
T. Rowe Price November 2014 - July 2015
Columbia Management May 2013 - October 2014
Columbia Management October 2010 - May 2013
Columbia Management May 2010 - October 2010
SEI Investments August 2007 - May 2010
Skills
Investments, Asset Managment, Mutual Funds, Salesforce.com, Asset Allocation, Series 7, Investment Management, Financial Analysis, Financial Services, Relationship Management, Data Analysis, Fixed Income, Wealth Management
Education
Massachusetts Institute of Technology - Sloan School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
Boston College 2003 — 2007
Bachelor of Science (B.S.), Finance, General
Frank Farnesi's SEI Investments Experience February 2007 - May 2008
Job AVP North America Lead for Enterprise Business Solutions at State Street
Industry Financial Services
Experience
State Street May 2013 - Present
State Street July 2011 - April 2013
State Street March 2011 - July 2011
State Street December 2009 - March 2011
Morgan Stanley Investment Management May 2008 - November 2009
SEI Investments February 2007 - May 2008
SEI Investments May 2004 - February 2007
SEI Investments September 2000 - May 2004
Skills
Vendor Management, Process Improvement, Project Management, Recruiting, Training, Management, Portfolio Management, Leadership, Financial Services, Time Management, Accounting, Program Management, Analysis, Mutual Funds, Customer Service
Education
Pennsylvania State University-Great Valley Graduate Center 2001 — 2002
Project Management, Project Management
West Chester University of Pennsylvania 1994 — 1999
BSED
Cabrini College
Masters Degree, Master of Science in Organizational Leadership
State Street May 2013 - Present
State Street July 2011 - April 2013
State Street March 2011 - July 2011
State Street December 2009 - March 2011
Morgan Stanley Investment Management May 2008 - November 2009
SEI Investments February 2007 - May 2008
SEI Investments May 2004 - February 2007
SEI Investments September 2000 - May 2004
Skills
Vendor Management, Process Improvement, Project Management, Recruiting, Training, Management, Portfolio Management, Leadership, Financial Services, Time Management, Accounting, Program Management, Analysis, Mutual Funds, Customer Service
Education
Pennsylvania State University-Great Valley Graduate Center 2001 — 2002
Project Management, Project Management
West Chester University of Pennsylvania 1994 — 1999
BSED
Cabrini College
Masters Degree, Master of Science in Organizational Leadership
Michael Luterman's SEI Investments Experience December 2008 - Present
Job at SEI Investments
Industry Financial Services
Experience
SEI Investments December 2008 - Present
Rose Glen December 2002 - November 2008
Skills
Hedge Funds, Alternative Investments, Due Diligence, Risk Management, Negotiation, Portfolio Management, Equities, Fixed Income, Asset Management, Investments, Mutual Funds, Derivatives, Securities, Trading, Capital Markets
Education
Carnegie Mellon University 1983 — 1987
SEI Investments December 2008 - Present
Rose Glen December 2002 - November 2008
Skills
Hedge Funds, Alternative Investments, Due Diligence, Risk Management, Negotiation, Portfolio Management, Equities, Fixed Income, Asset Management, Investments, Mutual Funds, Derivatives, Securities, Trading, Capital Markets
Education
Carnegie Mellon University 1983 — 1987
Ramy Shahin, CFP®, NHA, LPN's SEI Investments Experience September 2009 - March 2011
Job Licensed Nurse Communicator & Regional Customer Manager at Ashfield, part of UDG Healthcare plc
Industry Financial Services
Experience
Ashfield, part of UDG Healthcare plc June 2014 - Present
Genesis HealthCare May 2013 - Present
Pine Run Community May 2013 - March 2014
LifeQuest July 2012 - April 2013
SEI Investments September 2009 - March 2011
ING FUNDS March 2005 - December 2008
ING January 2000 - March 2005
Skills
Geriatric Nursing, Nursing Care, Investment Advisory, Financial Planning, Retirement Planning, Charge Nurse, Wound Care, Mutual Funds, Fixed Annuities, Wealth Management, Investments
Education
Carnegie Mellon University 1992 — 1996
Bachelor of Science (B.S.), Engineering/Industrial Management
Ashfield, part of UDG Healthcare plc June 2014 - Present
Genesis HealthCare May 2013 - Present
Pine Run Community May 2013 - March 2014
LifeQuest July 2012 - April 2013
SEI Investments September 2009 - March 2011
ING FUNDS March 2005 - December 2008
ING January 2000 - March 2005
Skills
Geriatric Nursing, Nursing Care, Investment Advisory, Financial Planning, Retirement Planning, Charge Nurse, Wound Care, Mutual Funds, Fixed Annuities, Wealth Management, Investments
Education
Carnegie Mellon University 1992 — 1996
Bachelor of Science (B.S.), Engineering/Industrial Management
Amit Dogra's SEI Investments Experience August 1997 - May 2003
Job National Director Relationship Management, Practice Management & Field Marketing
Industry Financial Services
Experience
HighTower May 2015 - Present
HighTower February 2014 - April 2015
Philadelphia Freedom Valley YMCA June 2009 - February 2015
The North Highland Company March 2012 - February 2014
Cipperman Compliance Services, LLC September 2011 - March 2012
Graystone Wealth Management & Private Bank February 2010 - August 2011
BNY Mellon Wealth Management January 2007 - February 2010
Brinker Capital May 2003 - January 2007
SEI Investments August 1997 - May 2003
Skills
Wealth Management, Business Strategy, New Business Development, Investment Advisory, Strategic Planning, Strategy, Sales Management, Investments, Competitive Analysis, Executive Management, Alternative Investments, Business Development, Asset Management, Leadership, Strategy Development, Practice Management, Financial Advisory, Sales Leadership, Marketing Strategy, Sales Process..., Market Penetration, Cross Selling, Product Development, Team Building, Relationship Cultivation, Product Marketing, Management Consulting, Consulting, Business Planning, Social Marketing, Social Media, Social Media Marketing, Performance Improvement, Unified Managed Accounts, Separately Managed..., Mutual Funds, Strategic Financial..., Financial Services, Relationship Management, Retirement, Wealth Management..., Management, High Net Worth..., Financial Planning
Education
Boston College 1993 — 1997
BA, Economics
HighTower May 2015 - Present
HighTower February 2014 - April 2015
Philadelphia Freedom Valley YMCA June 2009 - February 2015
The North Highland Company March 2012 - February 2014
Cipperman Compliance Services, LLC September 2011 - March 2012
Graystone Wealth Management & Private Bank February 2010 - August 2011
BNY Mellon Wealth Management January 2007 - February 2010
Brinker Capital May 2003 - January 2007
SEI Investments August 1997 - May 2003
Skills
Wealth Management, Business Strategy, New Business Development, Investment Advisory, Strategic Planning, Strategy, Sales Management, Investments, Competitive Analysis, Executive Management, Alternative Investments, Business Development, Asset Management, Leadership, Strategy Development, Practice Management, Financial Advisory, Sales Leadership, Marketing Strategy, Sales Process..., Market Penetration, Cross Selling, Product Development, Team Building, Relationship Cultivation, Product Marketing, Management Consulting, Consulting, Business Planning, Social Marketing, Social Media, Social Media Marketing, Performance Improvement, Unified Managed Accounts, Separately Managed..., Mutual Funds, Strategic Financial..., Financial Services, Relationship Management, Retirement, Wealth Management..., Management, High Net Worth..., Financial Planning
Education
Boston College 1993 — 1997
BA, Economics
patrick spadaro's SEI Investments Experience 2007 - 2008
Job Mutual Fund Analyst at SEI
Industry Financial Services
Experience
SEI mutual fund analystsei investment2007 - 2008
sei investments 2007 - 2008
Education
Bloomsburg University of Pennsylvania
SEI mutual fund analystsei investment2007 - 2008
sei investments 2007 - 2008
Education
Bloomsburg University of Pennsylvania
Rick Nasta, CPA's SEI Investments Experience October 2002 - October 2005
Job Senior Accountant at Forest Laboratories
Industry Accounting
Experience
Healthagen May 2015 - Present
Forest Laboratories March 2013 - May 2015
Henry Schein July 2011 - March 2013
PricewaterhouseCoopers October 2005 - July 2011
SEI Investments October 2002 - October 2005
Skills
Accounting, Financial Reporting, SEC filings, Auditing, Sarbanes-Oxley Act, Internal Controls, Financial Analysis, GAAP, Financial Accounting, Fund Accounting, Account Reconciliation, Tax, Private Equity, Investments, Hedge Funds, Alternative Investments, Asset Managment, Financial Modeling, CPA, Valuation, Asset Management
Education
Arcadia University 1998 — 2002
Bachelor of Arts, Business Administration, Finance
Healthagen May 2015 - Present
Forest Laboratories March 2013 - May 2015
Henry Schein July 2011 - March 2013
PricewaterhouseCoopers October 2005 - July 2011
SEI Investments October 2002 - October 2005
Skills
Accounting, Financial Reporting, SEC filings, Auditing, Sarbanes-Oxley Act, Internal Controls, Financial Analysis, GAAP, Financial Accounting, Fund Accounting, Account Reconciliation, Tax, Private Equity, Investments, Hedge Funds, Alternative Investments, Asset Managment, Financial Modeling, CPA, Valuation, Asset Management
Education
Arcadia University 1998 — 2002
Bachelor of Arts, Business Administration, Finance
Radha Ganni's SEI Investments Experience August 2014 - Present
Job Technical Lead at SEI Investments
Industry Information Technology and Services
Experience
SEI Investments August 2014 - Present
Independence Blue Cross June 2013 - June 2014
Hewlett-Packard April 2010 - April 2013
NJ State Police October 2008 - January 2010
GMAC ResCap September 2005 - September 2008
PJM Interconnection September 2004 - August 2005
Independence Blue Cross April 2004 - September 2004
Merck September 2002 - April 2004
Kaizen Technologies, Inc June 1998 - August 2002
Skills
SOA, Enterprise Architecture, Agile Methodologies, SDLC, Software Project..., Web Services, PL/SQL, Requirements Analysis, Java Enterprise Edition, Solution Architecture, Oracle, Software Development, Integration, XML, UML, Spring, Hibernate, Microsoft SQL Server, Scrum, SQL, EJB, Enterprise Software, JSP, AJAX, Struts, Architecture, Quality Assurance, JMS, Resource Management, Websphere, Agile Project Management, Linux, JSF, Unix, EAI, SOAP, Testing, DB2, JavaScript, Weblogic, Servlets, Design Patterns, Ant, Java, Maven, Apache, WebLogic, Spring Framework
Education
Andhra University 1992 — 1995
Master of Business Administration (MBA), Finance, HRM & General
Andhra University
SEI Investments August 2014 - Present
Independence Blue Cross June 2013 - June 2014
Hewlett-Packard April 2010 - April 2013
NJ State Police October 2008 - January 2010
GMAC ResCap September 2005 - September 2008
PJM Interconnection September 2004 - August 2005
Independence Blue Cross April 2004 - September 2004
Merck September 2002 - April 2004
Kaizen Technologies, Inc June 1998 - August 2002
Skills
SOA, Enterprise Architecture, Agile Methodologies, SDLC, Software Project..., Web Services, PL/SQL, Requirements Analysis, Java Enterprise Edition, Solution Architecture, Oracle, Software Development, Integration, XML, UML, Spring, Hibernate, Microsoft SQL Server, Scrum, SQL, EJB, Enterprise Software, JSP, AJAX, Struts, Architecture, Quality Assurance, JMS, Resource Management, Websphere, Agile Project Management, Linux, JSF, Unix, EAI, SOAP, Testing, DB2, JavaScript, Weblogic, Servlets, Design Patterns, Ant, Java, Maven, Apache, WebLogic, Spring Framework
Education
Andhra University 1992 — 1995
Master of Business Administration (MBA), Finance, HRM & General
Andhra University
Marc Poyant's SEI Investments Experience January 2005 - March 2013
Job Business Analyst at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation April 2014 - March 2015
Markit January 2014 - March 2014
Northern Trust April 2013 - December 2013
SEI Investments January 2005 - March 2013
Oakbrook Solutions January 2005 - March 2013
Investors Bank & Trust (since Merged with State Street Bank) 1999 - 2004
State Street Bank October 1996 - May 1999
Skills
Corporate Actions, Financial Services, SDLC, Requirements Analysis, Fixed Income, Business Analysis, Analysis, Wealth Management, Asset Management, Business Requirements, Securities, Equities, Mutual Funds, Back Office, Middle Office, Requirements Gathering, Business Process, Software Project...
Education
Boston College 1992 — 1996
Bachelor of Arts, English, Communications
Northern Trust Corporation April 2014 - March 2015
Markit January 2014 - March 2014
Northern Trust April 2013 - December 2013
SEI Investments January 2005 - March 2013
Oakbrook Solutions January 2005 - March 2013
Investors Bank & Trust (since Merged with State Street Bank) 1999 - 2004
State Street Bank October 1996 - May 1999
Skills
Corporate Actions, Financial Services, SDLC, Requirements Analysis, Fixed Income, Business Analysis, Analysis, Wealth Management, Asset Management, Business Requirements, Securities, Equities, Mutual Funds, Back Office, Middle Office, Requirements Gathering, Business Process, Software Project...
Education
Boston College 1992 — 1996
Bachelor of Arts, English, Communications
Diamaris Marte's SEI Investments Experience August 2014 - Present
Job Broker Dealer Services Specialist at SEI Investments
Industry Financial Services
Experience
SEI Investments August 2014 - Present
SEI Investments January 2006 - August 2014
SEI Investments July 2001 - January 2006
SEI Investments April 2000 - July 2001
Skills
Process Improvement, Financial Services, Customer Service, Microsoft Excel, Banking, Risk Management, Business Analysis, Finance, Portfolio Management, Call Centers, Relationship Management, Leadership
Education
Bloomsburg University of Pennsylvania 1994 — 1998
Bachelor's degree, Business Management with a minor in Economics
SEI Investments August 2014 - Present
SEI Investments January 2006 - August 2014
SEI Investments July 2001 - January 2006
SEI Investments April 2000 - July 2001
Skills
Process Improvement, Financial Services, Customer Service, Microsoft Excel, Banking, Risk Management, Business Analysis, Finance, Portfolio Management, Call Centers, Relationship Management, Leadership
Education
Bloomsburg University of Pennsylvania 1994 — 1998
Bachelor's degree, Business Management with a minor in Economics
Tony Farnum's SEI Investments Experience June 1995 - August 2005
Job Owner at Cleopetra's
Industry Veterinary
Experience
Cleopetra's January 2011 - Present
AIG SunAmerica April 2006 - April 2011
AIG SunAmerica 2006 - 2009
SEI Investments June 1995 - August 2005
Skills
Financial Services, Management, Mutual Funds, Investments
Education
Cabrini College 1992 — 1995
Management, Business, Finance, Organizational Management
Cleopetra's January 2011 - Present
AIG SunAmerica April 2006 - April 2011
AIG SunAmerica 2006 - 2009
SEI Investments June 1995 - August 2005
Skills
Financial Services, Management, Mutual Funds, Investments
Education
Cabrini College 1992 — 1995
Management, Business, Finance, Organizational Management
Matthew Keener's SEI Investments Experience 2004 - 2006
Job Senior Product Manager at Aberdeen Asset Management Inc.
Industry Financial Services
Experience
Aberdeen Asset Management Inc. 2006 - Present
SEI Investments 2004 - 2006
PFPC 2000 - 2004
Skills
Financial Services, Due Diligence, Fund Administration, Fund Accounting, Private Equity, Mutual Funds, Equities, Accounting, Emerging Markets, Investor Relations, Finance
Education
Widener University School of Law 2001 — 2005
JD, Law
Bloomsburg University of Pennsylvania 1995 — 2000
BS, Accounting/Finance
Wilson 1992 — 1995
Aberdeen Asset Management Inc. 2006 - Present
SEI Investments 2004 - 2006
PFPC 2000 - 2004
Skills
Financial Services, Due Diligence, Fund Administration, Fund Accounting, Private Equity, Mutual Funds, Equities, Accounting, Emerging Markets, Investor Relations, Finance
Education
Widener University School of Law 2001 — 2005
JD, Law
Bloomsburg University of Pennsylvania 1995 — 2000
BS, Accounting/Finance
Wilson 1992 — 1995
Deborah Lipsky's SEI Investments Experience March 2001 - Present
Job Senior Meeting Planner/Manager at SEI
Industry Hospitality
Experience
SEI Investments March 2001 - Present
McGettigan Partners 1999 - 2001
Provident Mutual August 1997 - September 1999
Skills
Incentives
Education
American University - Kogod School of Business 1988 — 1992
BS, Marketing
SEI Investments March 2001 - Present
McGettigan Partners 1999 - 2001
Provident Mutual August 1997 - September 1999
Skills
Incentives
Education
American University - Kogod School of Business 1988 — 1992
BS, Marketing
Anne Bechtel's SEI Investments Experience December 2006 - May 2009
Job Manager at SEI
Industry Financial Services
Experience
SEI December 2013 - Present
SEI 2009 - December 2013
SEI Investments December 2006 - May 2009
SEI Investments May 2006 - December 2006
Iron Mountain 2005 - 2006
Iron Mountain 2003 - 2005
Skills
Software Documentation, Accounts Receivable, Accounts Payable, Auditing, Training, Internal Controls, Business Process, Invoicing, Financial Statements, Team Leadership, Credit, Bank Reconciliation, Portfolio Management, Journal Entries, Databases, Oracle, Customer Service, Customer Satisfaction, Payments, Disaster Recovery
Education
Alvernia University 1999 — 2002
BA, Business Management
Lansdale School of Business 1997 — 1999
Associate's degree, Business Administration
SEI December 2013 - Present
SEI 2009 - December 2013
SEI Investments December 2006 - May 2009
SEI Investments May 2006 - December 2006
Iron Mountain 2005 - 2006
Iron Mountain 2003 - 2005
Skills
Software Documentation, Accounts Receivable, Accounts Payable, Auditing, Training, Internal Controls, Business Process, Invoicing, Financial Statements, Team Leadership, Credit, Bank Reconciliation, Portfolio Management, Journal Entries, Databases, Oracle, Customer Service, Customer Satisfaction, Payments, Disaster Recovery
Education
Alvernia University 1999 — 2002
BA, Business Management
Lansdale School of Business 1997 — 1999
Associate's degree, Business Administration
Punam Sharma's SEI Investments Experience November 2008 - Present
Job Senior Application Delivery Manager
Industry Information Technology and Services
Experience
SEI February 2015 - Present
SEI Investments November 2008 - Present
Tata Consultancy Services May 1995 - October 2008
Skills
Project Management, Business Analysis, Requirements Analysis, Business Requirements, SDLC, Software Project..., Program Management, Agile Methodologies, Requirements Gathering, Solution Architecture, Vendor Management, Enterprise Architecture, Project Portfolio..., IT Strategy
Education
Birla Institute of Technology 1990 — 1994
Bachelor of Engineering, Electronics and Communications
SEI February 2015 - Present
SEI Investments November 2008 - Present
Tata Consultancy Services May 1995 - October 2008
Skills
Project Management, Business Analysis, Requirements Analysis, Business Requirements, SDLC, Software Project..., Program Management, Agile Methodologies, Requirements Gathering, Solution Architecture, Vendor Management, Enterprise Architecture, Project Portfolio..., IT Strategy
Education
Birla Institute of Technology 1990 — 1994
Bachelor of Engineering, Electronics and Communications
Brian McSherry's SEI Investments Experience March 1997 - September 1999
Job Teacher at North Penn School District
Industry Higher Education
Experience
North Penn School District August 2002 - Present
James Campbell High School August 2000 - June 2002
Washington Intermediate School June 2000 - July 2000
Lunalilo Elementary School October 1999 - June 2000
SEI Investments March 1997 - September 1999
SEI Investments March 1996 - March 1997
Skills
Classroom Instruction, Curriculum Design, Educational Leadership, Curriculum Development, Classroom, Classroom Management, Curriculum Mapping, Customer Service, Differentiated..., E-Learning, Educational Technology, Elementary Education, Instructional Technology, K-12, Language Arts, Leadership, Lesson Planning, Literacy, Microsoft Office, Public Speaking, Smartboard, Special Education, Social Studies, Staff Development, Strategic Planning, Teacher Training, Teaching, Technology Integration
Education
Gwynedd Mercy University 2004 — 2006
Master of Science in Education, Secondary Education
Chaminade University of Honolulu 1999 — 2002
Teacher Certification, Secondary Education/Business Education
Bloomsburg University of Pennsylvania 1991 — 1995
Accounting, Business Administration
North Penn School District August 2002 - Present
James Campbell High School August 2000 - June 2002
Washington Intermediate School June 2000 - July 2000
Lunalilo Elementary School October 1999 - June 2000
SEI Investments March 1997 - September 1999
SEI Investments March 1996 - March 1997
Skills
Classroom Instruction, Curriculum Design, Educational Leadership, Curriculum Development, Classroom, Classroom Management, Curriculum Mapping, Customer Service, Differentiated..., E-Learning, Educational Technology, Elementary Education, Instructional Technology, K-12, Language Arts, Leadership, Lesson Planning, Literacy, Microsoft Office, Public Speaking, Smartboard, Special Education, Social Studies, Staff Development, Strategic Planning, Teacher Training, Teaching, Technology Integration
Education
Gwynedd Mercy University 2004 — 2006
Master of Science in Education, Secondary Education
Chaminade University of Honolulu 1999 — 2002
Teacher Certification, Secondary Education/Business Education
Bloomsburg University of Pennsylvania 1991 — 1995
Accounting, Business Administration
Lisa (Swart) Nevins's SEI Investments Experience July 2002 - July 2009
Job Director, Client Service at SEI Investments
Industry Financial Services
Experience
SEI Investments July 2002 - July 2009
PFPC September 1999 - July 2002
Bank of Texas February 1998 - September 1999
Bank of America July 1996 - February 1998
Mercer June 1995 - June 1996
Skills
Mutual Funds, 401k, ERISA, Client Service Oriented, Account Management, Investments, Retirement, Asset Allocation, Alternative Investments, Securities, Investment Strategies, Series 63, Investment Management, Series 7, Financial Services
Education
Baylor University - Hankamer School of Business 1991 — 1995
BBA, Financial Services and Planning and Qualified Business Analytics
SEI Investments July 2002 - July 2009
PFPC September 1999 - July 2002
Bank of Texas February 1998 - September 1999
Bank of America July 1996 - February 1998
Mercer June 1995 - June 1996
Skills
Mutual Funds, 401k, ERISA, Client Service Oriented, Account Management, Investments, Retirement, Asset Allocation, Alternative Investments, Securities, Investment Strategies, Series 63, Investment Management, Series 7, Financial Services
Education
Baylor University - Hankamer School of Business 1991 — 1995
BBA, Financial Services and Planning and Qualified Business Analytics
Dhananjay Yadav's SEI Investments Experience April 2012 - Present
Job Sr. Oracle PLsql/ETL Developer at SEI Investments
Industry Information Technology and Services
Experience
SEI Investments April 2012 - Present
Nike October 2011 - April 2012
Cognizant Technology Solutions January 2011 - October 2011
Genisys Software June 2010 - January 2011
Broadline Computer Systems June 2006 - May 2010
Skills
PL/SQL, SQL, Unix, Putty, JavaScript, HTML, Data Warehousing, Core Java, XML, Informatica, WinSCP, Toad, PLSQL Devloper, Control M, StarTeam, Tortoise SVN, Integration, Java Enterprise Edition, Microsoft SQL Server, Oracle, Requirements Gathering, Software Project..., Web Services, ETL, VSS, Unix Shell Scripting, Teradata, Data Modeling, Agile Methodologies, ASP.NET, Requirements Analysis, Shell Scripting
Education
Jaunpur 2003 — 2006
Master of Computer Applications (MCA), Computer Software Engineering
V.B.S Purvanchal University 2003 — 2006
MCA, Software Engineering
SEI Investments April 2012 - Present
Nike October 2011 - April 2012
Cognizant Technology Solutions January 2011 - October 2011
Genisys Software June 2010 - January 2011
Broadline Computer Systems June 2006 - May 2010
Skills
PL/SQL, SQL, Unix, Putty, JavaScript, HTML, Data Warehousing, Core Java, XML, Informatica, WinSCP, Toad, PLSQL Devloper, Control M, StarTeam, Tortoise SVN, Integration, Java Enterprise Edition, Microsoft SQL Server, Oracle, Requirements Gathering, Software Project..., Web Services, ETL, VSS, Unix Shell Scripting, Teradata, Data Modeling, Agile Methodologies, ASP.NET, Requirements Analysis, Shell Scripting
Education
Jaunpur 2003 — 2006
Master of Computer Applications (MCA), Computer Software Engineering
V.B.S Purvanchal University 2003 — 2006
MCA, Software Engineering
S. Elana Churchill's SEI Investments Experience November 1997 - February 2009
Job Human Resources Professional
Industry Human Resources
Experience
SEI Investments November 1997 - February 2009
SEI 1991 - 1997
Skills
Training, Human Resources
Education
Arkansas Tech University 1967 — 1971
BS, Education
SEI Investments November 1997 - February 2009
SEI 1991 - 1997
Skills
Training, Human Resources
Education
Arkansas Tech University 1967 — 1971
BS, Education
Megan Sprouse's SEI Investments Experience 1997 - Present
Job Business Manager at SEI
Industry Financial Services
Experience
SEI Investments 1997 - Present
Skills
Wealth Management
Education
Appalachian State University 1995 — 1997
BBA, Management, Accounting
SEI Investments 1997 - Present
Skills
Wealth Management
Education
Appalachian State University 1995 — 1997
BBA, Management, Accounting
Olympia Corbino's SEI Investments Experience
Job Tax Manager at SEI Investments
Industry Accounting
Experience
SEI Investments
Skills
Tax Accounting, Tax, Corporate Tax
Education
Cabrini College
Accounting
SEI Investments
Skills
Tax Accounting, Tax, Corporate Tax
Education
Cabrini College
Accounting
Julie Buckwalter's SEI Investments Experience November 2014 - July 2015
Job Experienced Human Resources/Accounting Manager
Industry Machinery
Experience
Budget Maintenance July 2015 - Present
Greater Pottstown SHRM February 2012 - Present
SEI Investments November 2014 - July 2015
MacKissic, Inc November 2013 - May 2014
Iron Mountain June 2013 - October 2013
Wolfington Body Company June 2012 - April 2013
Iron Mountain January 2012 - June 2012
Allied Wire & Cable June 2011 - October 2011
Allied Wire & Cable March 2008 - May 2011
GENEX Services, Inc. 2001 - 2008
Skills
Compensation, Excel, Payroll, Microsoft Office, Word, Outlook, PowerPoint, Administration, Workers Compensation, Accounting, Benefits Administration, Employee Benefits, Benefits, Documentation, System Administration, Accounts Payable, Human Resources, Employee Relations
Education
Abliene Christain College
Master's degree, Organizational and Human Resource Development
Villanova University 2011 — 2011
Certificate, Human Resources
Albright College 2004 — 2007
Bachelor, Accounting
Budget Maintenance July 2015 - Present
Greater Pottstown SHRM February 2012 - Present
SEI Investments November 2014 - July 2015
MacKissic, Inc November 2013 - May 2014
Iron Mountain June 2013 - October 2013
Wolfington Body Company June 2012 - April 2013
Iron Mountain January 2012 - June 2012
Allied Wire & Cable June 2011 - October 2011
Allied Wire & Cable March 2008 - May 2011
GENEX Services, Inc. 2001 - 2008
Skills
Compensation, Excel, Payroll, Microsoft Office, Word, Outlook, PowerPoint, Administration, Workers Compensation, Accounting, Benefits Administration, Employee Benefits, Benefits, Documentation, System Administration, Accounts Payable, Human Resources, Employee Relations
Education
Abliene Christain College
Master's degree, Organizational and Human Resource Development
Villanova University 2011 — 2011
Certificate, Human Resources
Albright College 2004 — 2007
Bachelor, Accounting
John Helriegel's SEI Investments Experience October 2008 - Present
Job ManagerPerformance Reporting at SEI Investments
Industry Financial Services
Experience
SEI Investments October 2008 - Present
SEI Private Trust Company & SEI Trust Company 2006 - Present
Manulife Financial 2000 - 2003
Education
Boston College - Wallace E. Carroll Graduate School of Management 1992 — 1996
B.S., Finance/Psychology Double Major
SEI Investments October 2008 - Present
SEI Private Trust Company & SEI Trust Company 2006 - Present
Manulife Financial 2000 - 2003
Education
Boston College - Wallace E. Carroll Graduate School of Management 1992 — 1996
B.S., Finance/Psychology Double Major
Carl Hertzog's SEI Investments Experience 2004 - 2006
Job Painting / Construction
Industry Construction
Experience
T.C.M. Finishes April 2011 - Present
GA Communications July 2009 - February 2011
Hertzog Inspection Services, Inc 2009 - 2009
SEI Investments 2004 - 2006
Skills
Illustrator, Adobe Creative Suite, Graphic Design, InDesign, Logo Design
Education
Art Institute of Philadelphia 2007 — 2008
A.S., Graphic Design
Saint Joseph's University 2000 — 2004
B.S., Finance
Saint Joseph's University - Erivan K. Haub School of Business 2000 — 2004
B.S., Finance
T.C.M. Finishes April 2011 - Present
GA Communications July 2009 - February 2011
Hertzog Inspection Services, Inc 2009 - 2009
SEI Investments 2004 - 2006
Skills
Illustrator, Adobe Creative Suite, Graphic Design, InDesign, Logo Design
Education
Art Institute of Philadelphia 2007 — 2008
A.S., Graphic Design
Saint Joseph's University 2000 — 2004
B.S., Finance
Saint Joseph's University - Erivan K. Haub School of Business 2000 — 2004
B.S., Finance
Stephen Travia's SEI Investments Experience April 2006 - February 2010
Job Risk and Business Continuity Specialist at Managed Investments at Pershing
Industry Financial Services
Experience
Managed Investments at Pershing July 2010 - Present
SEI Investments April 2006 - February 2010
SEI Investments January 2001 - January 2006
SEI Investments January 1998 - January 2001
Skills
Business Analysis, Business Process, Business Process..., CRM, Financial Services, Mutual Funds, Program Management, Project Management, Training, Management, Relationship Management, Strategy, Investments
Education
Cabrini College
Bachelor of Science, Accounting
Managed Investments at Pershing July 2010 - Present
SEI Investments April 2006 - February 2010
SEI Investments January 2001 - January 2006
SEI Investments January 1998 - January 2001
Skills
Business Analysis, Business Process, Business Process..., CRM, Financial Services, Mutual Funds, Program Management, Project Management, Training, Management, Relationship Management, Strategy, Investments
Education
Cabrini College
Bachelor of Science, Accounting
Gabe Lotman's SEI Investments Experience 2004 - 2006
Job Senior Financial Analyst at Qlik
Industry Information Technology and Services
Experience
Qlik April 2014 - Present
Ricoh Americas Corporation July 2013 - April 2014
Thermo Fisher Scientific May 2011 - July 2013
Hertz June 2010 - August 2010
BlackRock May 2006 - July 2009
SEI Investments 2004 - 2006
Skills
Financial Modeling, Bloomberg, Valuation, Financial Analysis
Education
Carnegie Mellon University - Tepper School of Business 2009 — 2011
MBA, Finance
Texas A&M University 2000 — 2003
BS, Economics
Tulane University
Tulane University
Qlik April 2014 - Present
Ricoh Americas Corporation July 2013 - April 2014
Thermo Fisher Scientific May 2011 - July 2013
Hertz June 2010 - August 2010
BlackRock May 2006 - July 2009
SEI Investments 2004 - 2006
Skills
Financial Modeling, Bloomberg, Valuation, Financial Analysis
Education
Carnegie Mellon University - Tepper School of Business 2009 — 2011
MBA, Finance
Texas A&M University 2000 — 2003
BS, Economics
Tulane University
Tulane University
Ronnie Jackson, MBA's SEI Investments Experience May 2004 - July 2004
Job Accountant at Wind River Holdings, LP
Industry Accounting
Experience
Wind River Holdings, LP February 2013 - Present
AmeriGas August 2010 - February 2013
GMAC Home Services, March 2008 - August 2009
Comcast Spectacor September 2006 - March 2008
West Laurel Hill Cemetery July 2005 - September 2006
Charming Shoppes International August 2004 - July 2005
SEI Investments May 2004 - July 2004
Northwestern Human Services September 2003 - December 2003
Skills
Accounting, General Ledger, Accounts Receivable, Accounts Payable, Account Reconciliation, Fixed Assets, Great Plains Software, Journal Entries, Microsoft Excel, Bank Reconciliation, Financial Reporting, Mas 90, PeopleSoft, Balance Sheet, Cash, Microsoft Word, Financial Analysis, Financial Statements, Budgets, Variance Analysis, Auditing, Analysis, Finance, Sarbanes-Oxley Act
Education
University of Phoenix 2007 — 2009
Masters, Business Administration
Arcadia University 2000 — 2004
Bachelors of Arts Degree, Accounting
Wind River Holdings, LP February 2013 - Present
AmeriGas August 2010 - February 2013
GMAC Home Services, March 2008 - August 2009
Comcast Spectacor September 2006 - March 2008
West Laurel Hill Cemetery July 2005 - September 2006
Charming Shoppes International August 2004 - July 2005
SEI Investments May 2004 - July 2004
Northwestern Human Services September 2003 - December 2003
Skills
Accounting, General Ledger, Accounts Receivable, Accounts Payable, Account Reconciliation, Fixed Assets, Great Plains Software, Journal Entries, Microsoft Excel, Bank Reconciliation, Financial Reporting, Mas 90, PeopleSoft, Balance Sheet, Cash, Microsoft Word, Financial Analysis, Financial Statements, Budgets, Variance Analysis, Auditing, Analysis, Finance, Sarbanes-Oxley Act
Education
University of Phoenix 2007 — 2009
Masters, Business Administration
Arcadia University 2000 — 2004
Bachelors of Arts Degree, Accounting
Thomas C. Gibson, CFA, CIPM's SEI Investments Experience 1987 - 1993
Job Investment Performance, GIPS Compliance
Industry Investment Management
Experience
City of Mission Viejo 2012 - Present
PIMCO 1999 - 2009
Capitol Resource Advisors 1998 - 1999
SEI Capital Resources 1996 - 1997
Harris Associates 1993 - 1996
SEI Investments 1987 - 1993
Skills
Fixed Income, Capital Markets, Investments, Asset Allocation, Financial Analysis, Asset Management, Derivatives, Investment Management, Portfolio Management
Education
The University of Chicago - Booth School of Business 1989 — 1991
MBA, Finance
Bowling Green State University 1984 — 1985
Teaching Certificate, Secondary Mathematics
Bowling Green State University 1978 — 1982
B.S., Business Management
City of Mission Viejo 2012 - Present
PIMCO 1999 - 2009
Capitol Resource Advisors 1998 - 1999
SEI Capital Resources 1996 - 1997
Harris Associates 1993 - 1996
SEI Investments 1987 - 1993
Skills
Fixed Income, Capital Markets, Investments, Asset Allocation, Financial Analysis, Asset Management, Derivatives, Investment Management, Portfolio Management
Education
The University of Chicago - Booth School of Business 1989 — 1991
MBA, Finance
Bowling Green State University 1984 — 1985
Teaching Certificate, Secondary Mathematics
Bowling Green State University 1978 — 1982
B.S., Business Management
Jonathan Neff's SEI Investments Experience September 2008 - February 2009
Job Senior Hedge Fund Accountant
Industry Investment Banking
Experience
BNY Mellon July 2013 - Present
BNY Mellon November 2010 - July 2013
J.H. Neff CPA and Assoc. Inc. February 2009 - November 2010
SEI Investments September 2008 - February 2009
Skills
Accounting, Investments, Auditing, Payroll, Excel, Fund Of Funds, FX Hedging, Hedge Funds, Hedge Accounting, Bloomberg, Finance, Fund Accounting, Bank Reconciliation, Account Reconciliation, Budget, Microsoft Excel
Education
Susquehanna University 2004 — 2008
Bachelor of Science (BS), Finance
Birkbeck, University of London 2007 — 2007
Business Administration
BNY Mellon July 2013 - Present
BNY Mellon November 2010 - July 2013
J.H. Neff CPA and Assoc. Inc. February 2009 - November 2010
SEI Investments September 2008 - February 2009
Skills
Accounting, Investments, Auditing, Payroll, Excel, Fund Of Funds, FX Hedging, Hedge Funds, Hedge Accounting, Bloomberg, Finance, Fund Accounting, Bank Reconciliation, Account Reconciliation, Budget, Microsoft Excel
Education
Susquehanna University 2004 — 2008
Bachelor of Science (BS), Finance
Birkbeck, University of London 2007 — 2007
Business Administration
Casey Angle's SEI Investments Experience September 2008 - Present
Job Corporate Concierge at SEI Investments
Industry Financial Services
Experience
SEI Investments September 2008 - Present
Intercollegiate Tennis Association August 1997 - August 2008
Education
California State University, Fresno 1992 — 1996
Bachelor of Arts, Communications
SEI Investments September 2008 - Present
Intercollegiate Tennis Association August 1997 - August 2008
Education
California State University, Fresno 1992 — 1996
Bachelor of Arts, Communications
Angie Botica's SEI Investments Experience October 1982 - April 1994
Job at Affirmative Insurance
Industry Insurance
Experience
Insure One July 1997 - June 2010
SEI Investments October 1982 - April 1994
Skills
Outstanding Customer..., Problem Solving, Supervisory Experience, Customer Service, Sales, Telephone Skills, Outlook, Marketing, Process Improvement, Insurance, General Insurance, Training, Call Centers, Microsoft Excel, Team Leadership, Team Building, Coaching, PowerPoint, Leadership, Risk Management, Property & Casualty...
Education
American InterContinental University 2010 — 2015
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Kelly High School 1974 — 1977
General
Insure One July 1997 - June 2010
SEI Investments October 1982 - April 1994
Skills
Outstanding Customer..., Problem Solving, Supervisory Experience, Customer Service, Sales, Telephone Skills, Outlook, Marketing, Process Improvement, Insurance, General Insurance, Training, Call Centers, Microsoft Excel, Team Leadership, Team Building, Coaching, PowerPoint, Leadership, Risk Management, Property & Casualty...
Education
American InterContinental University 2010 — 2015
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Kelly High School 1974 — 1977
General
Dee Marte's SEI Investments Experience April 2006 - Present
Job Regional Supervisor at SEI Investments
Industry Financial Services
Experience
SEI Investments April 2006 - Present
Skills
Asset Management, Financial Services, Process Improvement
Education
Bloomsburg University of Pennsylvania 1994 — 1998
BS
SEI Investments April 2006 - Present
Skills
Asset Management, Financial Services, Process Improvement
Education
Bloomsburg University of Pennsylvania 1994 — 1998
BS
Brandon Lutz's SEI Investments Experience August 2010 - June 2013
Job Associate at Brandywine Global Investment Management
Industry Financial Services
Experience
Brandywine Global Investment Management May 2015 - Present
BNY Mellon June 2013 - May 2015
SEI Investments August 2010 - June 2013
Skills
Fund Accounting, Derivative Operations, Mutual Funds, Fixed Income, Investments, Retirement, Microsoft Excel, Microsoft Office, Superior Client Service
Education
Arizona State University - W. P. Carey School of Business 2006 — 2010
Bachelor of Science, Finance
Brandywine Global Investment Management May 2015 - Present
BNY Mellon June 2013 - May 2015
SEI Investments August 2010 - June 2013
Skills
Fund Accounting, Derivative Operations, Mutual Funds, Fixed Income, Investments, Retirement, Microsoft Excel, Microsoft Office, Superior Client Service
Education
Arizona State University - W. P. Carey School of Business 2006 — 2010
Bachelor of Science, Finance
Shelley Kratz's SEI Investments Experience October 2007 - June 2011
Job District Operations Controller
Industry Accounting
Experience
Compass Group January 2012 - Present
Mary Kay Independent Business Owner June 2011 - Present
SEI Investments October 2007 - June 2011
Wilgro Services February 2004 - September 2007
Pennexx Foods February 2001 - February 2004
Group Practice Services March 1998 - February 2001
Group Practice Services October 1997 - March 1998
Hershey Entertainment & Resorts May 1992 - August 1996
Skills
Financial Analysis, Accounting, Financial Reporting, Managerial Finance
Education
University of Phoenix 2005 — 2007
Masters, Business Administration
Bloomsburg University of Pennsylvania 1986 — 1990
Bachelors, Accounting
Spring-Ford High School 1982 — 1986
Compass Group January 2012 - Present
Mary Kay Independent Business Owner June 2011 - Present
SEI Investments October 2007 - June 2011
Wilgro Services February 2004 - September 2007
Pennexx Foods February 2001 - February 2004
Group Practice Services March 1998 - February 2001
Group Practice Services October 1997 - March 1998
Hershey Entertainment & Resorts May 1992 - August 1996
Skills
Financial Analysis, Accounting, Financial Reporting, Managerial Finance
Education
University of Phoenix 2005 — 2007
Masters, Business Administration
Bloomsburg University of Pennsylvania 1986 — 1990
Bachelors, Accounting
Spring-Ford High School 1982 — 1986
Lindsay Stevens's SEI Investments Experience January 2011 - Present
Job Hedge Fund Accounting Supervisor at SEI Investments
Industry Accounting
Experience
SEI Investments January 2011 - Present
Education
Bloomsburg University of Pennsylvania 2006 — 2010
Accounting
Annville-Cleona High School 2002 — 2006
SEI Investments January 2011 - Present
Education
Bloomsburg University of Pennsylvania 2006 — 2010
Accounting
Annville-Cleona High School 2002 — 2006
Natalie Pacifico's SEI Investments Experience March 2004 - February 2010
Job
Industry Staffing and Recruiting
Experience
Gartner December 2013 - Present
Allegis Group September 2010 - November 2013
SEI Investments March 2004 - February 2010
Skills
Executive Search, Talent Acquisition, Recruiting, Talent Management, Sourcing, Financial Services, Leadership, Human Resources, Banking, Interviews, Executive Management, Business Development, Asset Management, Sales, Consulting, Onboarding, Sales Management, Credit, Investments, Temporary Placement, Wealth Management, Search, Analysis, Technical Recruiting, Retail Banking, Applicant Tracking..., Strategy, Strategic Planning, Permanent Placement, Asset Managment, Networking, Commercial Lending, RPO, Internet Recruiting, Relationship Management, Hiring, Strategic Sourcing, CRM, Corporate Recruiting, Management, Professional Services, Finance, Business Strategy, Employee Relations, Digital Photography
Education
Bloomsburg University of Pennsylvania 2000 — 2004
B.S.
Gartner December 2013 - Present
Allegis Group September 2010 - November 2013
SEI Investments March 2004 - February 2010
Skills
Executive Search, Talent Acquisition, Recruiting, Talent Management, Sourcing, Financial Services, Leadership, Human Resources, Banking, Interviews, Executive Management, Business Development, Asset Management, Sales, Consulting, Onboarding, Sales Management, Credit, Investments, Temporary Placement, Wealth Management, Search, Analysis, Technical Recruiting, Retail Banking, Applicant Tracking..., Strategy, Strategic Planning, Permanent Placement, Asset Managment, Networking, Commercial Lending, RPO, Internet Recruiting, Relationship Management, Hiring, Strategic Sourcing, CRM, Corporate Recruiting, Management, Professional Services, Finance, Business Strategy, Employee Relations, Digital Photography
Education
Bloomsburg University of Pennsylvania 2000 — 2004
B.S.
Elizabeth Blair's SEI Investments Experience June 2012 - March 2013
Job Middle Office Analyst Platform Processing at SEI
Industry Financial Services
Experience
SEI July 2015 - Present
SEI December 2014 - June 2015
SEI March 2013 - November 2014
SEI Investments June 2012 - March 2013
SEI July 2010 - June 2012
SEI July 2005 - July 2010
Skills
Mutual Funds, Equities, Investments, Financial Services, Corporate Actions, Portfolio Management, Fixed Income, Wealth Management, Asset Management, Securities, Bloomberg, Alternative Investments, Hedge Funds, Relationship Management, Financial Analysis, Banking, Investment Management, Risk Management, Derivatives, Bonds, Valuation, Capital Markets, Operational Risk, AML, Cash Management, Trading, Private Banking, Back Office, Due Diligence, Asset Allocation, Business Analysis, Series 7
Education
Cabrini College 2009 — 2013
Master, Organizational Leadership, 3.78 GPA
King's College 2000 — 2004
BS, Marketing
Woodlynde School 1992 — 2000
SEI July 2015 - Present
SEI December 2014 - June 2015
SEI March 2013 - November 2014
SEI Investments June 2012 - March 2013
SEI July 2010 - June 2012
SEI July 2005 - July 2010
Skills
Mutual Funds, Equities, Investments, Financial Services, Corporate Actions, Portfolio Management, Fixed Income, Wealth Management, Asset Management, Securities, Bloomberg, Alternative Investments, Hedge Funds, Relationship Management, Financial Analysis, Banking, Investment Management, Risk Management, Derivatives, Bonds, Valuation, Capital Markets, Operational Risk, AML, Cash Management, Trading, Private Banking, Back Office, Due Diligence, Asset Allocation, Business Analysis, Series 7
Education
Cabrini College 2009 — 2013
Master, Organizational Leadership, 3.78 GPA
King's College 2000 — 2004
BS, Marketing
Woodlynde School 1992 — 2000
Erum Rashid's SEI Investments Experience February 2010 - Present
Job Senior Operations Analyst at SEI INVESTMENT
Industry Financial Services
Experience
SEI Investments February 2010 - Present
SEI INVESTMENT February 2010 - Present
Education
Arcadia University 2004 — 2008
Bachelor’s Degree, Business Administration and Management, General
Northeast High
Northeast High School
SEI Investments February 2010 - Present
SEI INVESTMENT February 2010 - Present
Education
Arcadia University 2004 — 2008
Bachelor’s Degree, Business Administration and Management, General
Northeast High
Northeast High School
Jeff Telkamp's SEI Investments Experience 1991 - 1995
Job Senior Software Engineer at Physical Systems Integration
Industry Computer Software
Experience
Physical Systems Integration February 2011 - Present
Convergys March 1996 - January 2011
SEI Investments 1991 - 1995
Skills
VXML, Speech Recognition, Java, JavaScript, AJAX, HTML, CSS, Tomcat, Weblogic, Servlets, Eclipse, Subversion, CVS, Web Applications, SOAP, Software Development, Databases, Ant, Java Enterprise Edition, SQL, Unix, Object Oriented Design, Linux, Web Services, MySQL, Spring, JUnit, Agile Methodologies, Visual Studio, Multithreading, JSP, Software Design, Perl, Shell Scripting, XML, Software Engineering, UML, Scrum
Education
Biola University 1987 — 1989
Bachelor of Science, Business with Computer Science Emphasis
Physical Systems Integration February 2011 - Present
Convergys March 1996 - January 2011
SEI Investments 1991 - 1995
Skills
VXML, Speech Recognition, Java, JavaScript, AJAX, HTML, CSS, Tomcat, Weblogic, Servlets, Eclipse, Subversion, CVS, Web Applications, SOAP, Software Development, Databases, Ant, Java Enterprise Edition, SQL, Unix, Object Oriented Design, Linux, Web Services, MySQL, Spring, JUnit, Agile Methodologies, Visual Studio, Multithreading, JSP, Software Design, Perl, Shell Scripting, XML, Software Engineering, UML, Scrum
Education
Biola University 1987 — 1989
Bachelor of Science, Business with Computer Science Emphasis
William Lawrence, CFA's SEI Investments Experience May 2008 - Present
Job Managing Director Global Fixed Income at SEI Investments
Industry Financial Services
Experience
SEI Investments May 2008 - Present
Morgan Stanley Investment Management August 1998 - April 2008
CoreStates Investment Advisers June 1991 - July 1998
Skills
Investments, Bonds, Portfolio Management, Asset Managment, Alternative Investments, Hedge Funds, Fixed Income, High Yield, Emerging Markets, Asset Allocation, Due Diligence, Investment Strategies, Mutual Funds, Fund Of Funds, Institutional..., Series 7, Asset Management, Capital Markets, Investment Management, Equities, Manager of Managers, Securities, Investment Advisory
Education
University of Pennsylvania - The Wharton School 1983 — 1985
MBA, Finance
Bucknell University 1977 — 1981
B.A., Economics & English
SEI Investments May 2008 - Present
Morgan Stanley Investment Management August 1998 - April 2008
CoreStates Investment Advisers June 1991 - July 1998
Skills
Investments, Bonds, Portfolio Management, Asset Managment, Alternative Investments, Hedge Funds, Fixed Income, High Yield, Emerging Markets, Asset Allocation, Due Diligence, Investment Strategies, Mutual Funds, Fund Of Funds, Institutional..., Series 7, Asset Management, Capital Markets, Investment Management, Equities, Manager of Managers, Securities, Investment Advisory
Education
University of Pennsylvania - The Wharton School 1983 — 1985
MBA, Finance
Bucknell University 1977 — 1981
B.A., Economics & English
Janice Holman's SEI Investments Experience May 1997 - May 1999
Job Principal at Eckler Ltd.
Industry Insurance
Experience
Eckler Ltd. July 2004 - Present
Sun Life Financial June 1999 - June 2004
SEI Investments May 1997 - May 1999
Skills
Investment Strategies, Pensions, Investments, Retirement, Asset Allocation, Investment Management, Alternative Investments, Mutual Funds, Defined Benefit, Asset Managment, Equities, Wealth Management, Risk Management, Portfolio Management, Due Diligence, Retirement Savings, Retirement plan member..., Defined Contribution, RRSP, Asset Management, Fixed Income, Investment Advisory, Pension Funds
Education
Bishop's University 1991 — 1995
BBA, Finance, Economics
South Secondary 1989 — 1991
Eckler Ltd. July 2004 - Present
Sun Life Financial June 1999 - June 2004
SEI Investments May 1997 - May 1999
Skills
Investment Strategies, Pensions, Investments, Retirement, Asset Allocation, Investment Management, Alternative Investments, Mutual Funds, Defined Benefit, Asset Managment, Equities, Wealth Management, Risk Management, Portfolio Management, Due Diligence, Retirement Savings, Retirement plan member..., Defined Contribution, RRSP, Asset Management, Fixed Income, Investment Advisory, Pension Funds
Education
Bishop's University 1991 — 1995
BBA, Finance, Economics
South Secondary 1989 — 1991
Manoj Kumar Goyal's SEI Investments Experience July 2013 - Present
Job Project Manager at SEI Investments
Industry Information Technology and Services
Experience
SEI Investments July 2013 - Present
Tata Consultancy Services July 2012 - June 2013
Tata Consultancy Services Limited March 2010 - June 2012
Tata Consultancy Services 1996 - 2011
RBC Dexia Investor Services 2006 - 2008
Skandia Bank Switzerland 2001 - 2003
Skills
Requirements Analysis, SDLC, Software Project..., Business Analysis, Solution Architecture, IT Strategy, Requirements Gathering, PL/SQL, Global Delivery, User Acceptance Testing, Software Development, Project Management
Education
Birla Institute of Technology 1993 — 1996
MCA, MCA
Sainik School 1983 — 1990
XII
SEI Investments July 2013 - Present
Tata Consultancy Services July 2012 - June 2013
Tata Consultancy Services Limited March 2010 - June 2012
Tata Consultancy Services 1996 - 2011
RBC Dexia Investor Services 2006 - 2008
Skandia Bank Switzerland 2001 - 2003
Skills
Requirements Analysis, SDLC, Software Project..., Business Analysis, Solution Architecture, IT Strategy, Requirements Gathering, PL/SQL, Global Delivery, User Acceptance Testing, Software Development, Project Management
Education
Birla Institute of Technology 1993 — 1996
MCA, MCA
Sainik School 1983 — 1990
XII
Patrick Zagrodnichek's SEI Investments Experience 1999 - 2001
Job Business Analyst at Reed Group
Industry Information Technology and Services
Experience
Reed Group May 2013 - Present
SunGard 2003 - May 2013
SunGard 2002 - 2003
SEI Investments 1999 - 2001
Skills
Derivatives, Equities, Fixed Income, Financial Services, Securities, Investments, Wealth Management, Asset Management, Business Analysis, Portfolio Management, Risk Management, Mutual Funds, Relationship Management
Education
Susquehanna University 1995 — 1999
BS, Finance
Kiski School 1991 — 1995
Birkbeck College, University of London
Reed Group May 2013 - Present
SunGard 2003 - May 2013
SunGard 2002 - 2003
SEI Investments 1999 - 2001
Skills
Derivatives, Equities, Fixed Income, Financial Services, Securities, Investments, Wealth Management, Asset Management, Business Analysis, Portfolio Management, Risk Management, Mutual Funds, Relationship Management
Education
Susquehanna University 1995 — 1999
BS, Finance
Kiski School 1991 — 1995
Birkbeck College, University of London
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.