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.
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SEI Investments Employees
Employee
Years
Job
Industry
John G. Bonham John G. Bonham's SEI Investments Experience 1996 - 1999
Job Financial Planning & Analysis
Industry Management Consulting
Experience
Mountain BizWorks 2011 - Present
Independent Consultant January 2005 - Present
Carolina Mountain Land Conservancy July 2006 - February 2009
Virginia Tech August 2003 - May 2004
American Red Cross 1999 - 2000
SEI Investments 1996 - 1999
Skills
Financial Analysis, Business Planning, Financial Modeling, Strategic Planning, Microsoft Excel, Sustainability, Small Business, Entrepreneurship, Start-ups
Education
Virginia Tech 2000 — 2003
M.S., Agricultural and Applied Economics
College of Charleston 1990 — 1994
B.S., Business Administration
Mountain BizWorks 2011 - Present
Independent Consultant January 2005 - Present
Carolina Mountain Land Conservancy July 2006 - February 2009
Virginia Tech August 2003 - May 2004
American Red Cross 1999 - 2000
SEI Investments 1996 - 1999
Skills
Financial Analysis, Business Planning, Financial Modeling, Strategic Planning, Microsoft Excel, Sustainability, Small Business, Entrepreneurship, Start-ups
Education
Virginia Tech 2000 — 2003
M.S., Agricultural and Applied Economics
College of Charleston 1990 — 1994
B.S., Business Administration
Wendy Rohen Wendy Rohen's SEI Investments Experience March 2005 - March 2006
Job Accountant at Michigan State University
Industry Accounting
Experience
Michigan State University March 2013 - Present
Koppert Biological Systems October 2012 - March 2013
Barnes Aerospace April 2011 - September 2012
Prima Civitas Foundation March 2010 - February 2011
Kelly Services May 2009 - March 2010
Dow Chemical Company March 2007 - March 2009
SEI Investments March 2005 - March 2006
PNC Bank/PFPC Global Fund Services March 2003 - March 2005
Skills
Microsoft Excel, Process Improvement, Microsoft Word, PowerPoint, Microsoft Office, Customer Service, Manufacturing, Continuous Improvement, Inventory Management, Team Building, Non-profits, Account Reconciliation, Program Management, Financial Reporting, Accounting, Financial Analysis, Internal Controls, Process Engineering, Bookkeeping, Leadership Development, GAAP, Cost Accounting, General Ledger, Analysis, QuickBooks, Accounts Receivable
Education
Colorado Technical University 2010 — 2013
MBA, Accounting
Colorado Technical University 2004 — 2007
Bachelors, Accounting
Michigan State University March 2013 - Present
Koppert Biological Systems October 2012 - March 2013
Barnes Aerospace April 2011 - September 2012
Prima Civitas Foundation March 2010 - February 2011
Kelly Services May 2009 - March 2010
Dow Chemical Company March 2007 - March 2009
SEI Investments March 2005 - March 2006
PNC Bank/PFPC Global Fund Services March 2003 - March 2005
Skills
Microsoft Excel, Process Improvement, Microsoft Word, PowerPoint, Microsoft Office, Customer Service, Manufacturing, Continuous Improvement, Inventory Management, Team Building, Non-profits, Account Reconciliation, Program Management, Financial Reporting, Accounting, Financial Analysis, Internal Controls, Process Engineering, Bookkeeping, Leadership Development, GAAP, Cost Accounting, General Ledger, Analysis, QuickBooks, Accounts Receivable
Education
Colorado Technical University 2010 — 2013
MBA, Accounting
Colorado Technical University 2004 — 2007
Bachelors, Accounting
Mark Tekirian Mark Tekirian's SEI Investments Experience January 2007 - November 2009
Job Appraiser Trainee
Industry Real Estate
Experience
Ludwig Corporation June 2012 - Present
SMD Property Group November 2009 - July 2012
SEI Investments January 2007 - November 2009
Skills
Real Estate Appraising, Real Estate Tax Appeals, Real Estate Valuation, Market Analysis, Financial Analysis, Valuation, Real Estate, Portfolio Management, Asset Management, Investment Properties, Analysis, Property Management, Finance, Investments, Microsoft Office, Strategic Planning, Real Estate Transactions, Asset Managment, Real Estate Economics
Education
Drexel University 2010 — 2012
M.S., Property Management
Kutztown University of Pennsylvania 2002 — 2006
B.S.B.A, Management
Ludwig Corporation June 2012 - Present
SMD Property Group November 2009 - July 2012
SEI Investments January 2007 - November 2009
Skills
Real Estate Appraising, Real Estate Tax Appeals, Real Estate Valuation, Market Analysis, Financial Analysis, Valuation, Real Estate, Portfolio Management, Asset Management, Investment Properties, Analysis, Property Management, Finance, Investments, Microsoft Office, Strategic Planning, Real Estate Transactions, Asset Managment, Real Estate Economics
Education
Drexel University 2010 — 2012
M.S., Property Management
Kutztown University of Pennsylvania 2002 — 2006
B.S.B.A, Management
Peggy Flynn, CFA Peggy Flynn, CFA's SEI Investments Experience September 2007 - February 2009
Job Investment Services Consultant at Curcio Webb, LLC
Industry Investment Management
Experience
Curcio Webb, LLC January 2015 - Present
Wescott Financial Advisory Group May 2009 - January 2015
SEI Investments September 2007 - February 2009
The Vanguard Group May 2005 - September 2007
Gartmore August 2000 - May 2005
Rittenhouse Financial Services, Inc., Radnor, PA July 1998 - August 2000
Philadelphia Municipal Pension Fund May 1987 - June 1998
Education
CFA
Chartered Financial Analyst designation, Investments
Drexel University
Master of Business Administration (M.B.A.), Corporate Finance
Penn State University
B.S., Health, Planning and Administration
Curcio Webb, LLC January 2015 - Present
Wescott Financial Advisory Group May 2009 - January 2015
SEI Investments September 2007 - February 2009
The Vanguard Group May 2005 - September 2007
Gartmore August 2000 - May 2005
Rittenhouse Financial Services, Inc., Radnor, PA July 1998 - August 2000
Philadelphia Municipal Pension Fund May 1987 - June 1998
Education
CFA
Chartered Financial Analyst designation, Investments
Drexel University
Master of Business Administration (M.B.A.), Corporate Finance
Penn State University
B.S., Health, Planning and Administration
Shane W. McCormick, CFP®, AWMA®, CRPC® Shane W. McCormick, CFP®, AWMA®, CRPC®'s SEI Investments Experience January 1999 - September 2002
Job Partner and Senior Wealth Advisor at FPA Wealth Management
Industry Financial Services
Experience
Financial Planning Associates, LLC September 2002 - Present
SEI Investments January 1999 - September 2002
Pilgrim Baxter 1998 - 1999
The Vanguard Group October 1995 - July 1998
Skills
Mutual Funds, Series 7, Asset Allocation, Wealth Management, Investments, Investment Advisory, Asset Managment, Alternative Investments, Investment Management, Strategic Financial..., Portfolio Management, Financial Advisory, Estate Planning, Investment Strategies, Equities, Retirement Planning, Separately Managed..., Securities, Retirement, 401k, Financial Services
Education
College for Financial Planning 2005 — 2010
CFP, CFP®, AWMA® and CRPC® Certification
Penn State University 1991 — 1995
BS, Finance
WC East High School 1987 — 1991
N/A
Financial Planning Associates, LLC September 2002 - Present
SEI Investments January 1999 - September 2002
Pilgrim Baxter 1998 - 1999
The Vanguard Group October 1995 - July 1998
Skills
Mutual Funds, Series 7, Asset Allocation, Wealth Management, Investments, Investment Advisory, Asset Managment, Alternative Investments, Investment Management, Strategic Financial..., Portfolio Management, Financial Advisory, Estate Planning, Investment Strategies, Equities, Retirement Planning, Separately Managed..., Securities, Retirement, 401k, Financial Services
Education
College for Financial Planning 2005 — 2010
CFP, CFP®, AWMA® and CRPC® Certification
Penn State University 1991 — 1995
BS, Finance
WC East High School 1987 — 1991
N/A
Jordie Olivella Jordie Olivella's SEI Investments Experience 2007 - 2010
Job Vice President, Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman 2013 - Present
Aberdeen Asset Management 2010 - 2013
SEI Investments 2007 - 2010
Drexel University 2004 - 2007
Education
Drexel University 2005 — 2007
MBA, International Business
Drexel University 1998 — 2002
Bachelor of Science, MIS
Neuberger Berman 2013 - Present
Aberdeen Asset Management 2010 - 2013
SEI Investments 2007 - 2010
Drexel University 2004 - 2007
Education
Drexel University 2005 — 2007
MBA, International Business
Drexel University 1998 — 2002
Bachelor of Science, MIS
Rob Crossley Rob Crossley's SEI Investments Experience July 2003 - August 2006
Job Senior Marketing Manager at Direct Choice, Inc.
Industry Marketing and Advertising
Experience
Direct Choice, Inc. May 2015 - Present
Merkle February 2014 - May 2015
Mass Marketing Insurance Group August 2006 - February 2014
SEI Investments July 2003 - August 2006
Skills
Vendor Management, Account Management, New Business Development, Insurance, Direct Marketing, Call Center, Process Improvement, Business Analysis, Banking, Product Management, Marketing Strategy, Lead Generation, Sales, Sales Management, Management, Call Centers, Strategic Planning, Strategy, Financial Services, Marketing
Education
Drexel University 1997 — 2002
Bachelor's Degree, Marketing
Direct Choice, Inc. May 2015 - Present
Merkle February 2014 - May 2015
Mass Marketing Insurance Group August 2006 - February 2014
SEI Investments July 2003 - August 2006
Skills
Vendor Management, Account Management, New Business Development, Insurance, Direct Marketing, Call Center, Process Improvement, Business Analysis, Banking, Product Management, Marketing Strategy, Lead Generation, Sales, Sales Management, Management, Call Centers, Strategic Planning, Strategy, Financial Services, Marketing
Education
Drexel University 1997 — 2002
Bachelor's Degree, Marketing
Ashley Stanton Ashley Stanton's SEI Investments Experience August 2011 - March 2013
Job Analyst at Franklin Park LLC
Industry Financial Services
Experience
Franklin Park LLC March 2013 - Present
SEI August 2011 - March 2013
SEI Investments August 2011 - March 2013
Arkema Inc March 2010 - September 2010
Skills
Hedge Funds, Fixed Income, Alternative Investments, Derivatives, Quantitative Finance, Equity Research, Financial Modeling, Investment Research, Valuation, Equity Valuation, Portfolio Management, Asset Allocation, SAS, Accounting
Education
Drexel University 2006 — 2011
Bachelors of Science, Mathematics
Franklin Park LLC March 2013 - Present
SEI August 2011 - March 2013
SEI Investments August 2011 - March 2013
Arkema Inc March 2010 - September 2010
Skills
Hedge Funds, Fixed Income, Alternative Investments, Derivatives, Quantitative Finance, Equity Research, Financial Modeling, Investment Research, Valuation, Equity Valuation, Portfolio Management, Asset Allocation, SAS, Accounting
Education
Drexel University 2006 — 2011
Bachelors of Science, Mathematics
Jeff Winton Jeff Winton's SEI Investments Experience 1991 - 1998
Job Director of Sales/Concur Messaging at Concur
Industry Information Services
Experience
Concur, an SAP Company October 2013 - Present
Best Doctors January 2013 - October 2013
iJET Intelligent Risk Systems January 2010 - January 2013
iJET Intelligent Risk Systems March 2009 - May 2010
Allianz Global Assistance November 2006 - December 2007
International SOS Assistance, Inc. May 2004 - December 2005
International SOS Assistance, Inc. March 2003 - May 2004
Morningstar September 2001 - March 2003
Lend Lease Real Estate Investments 2000 - 2001
SEI Investments 1991 - 1998
Skills
Contract Negotiation, Key Account Management, Sales Management, Risk Management, Security, New Business Development, Business Development, Strategic Planning, Account Management, Business Strategy, Healthcare, Product Management, Team Building, Risk Assessment, Strategy, Management, Coaching, Leadership, Competitive Analysis, Selling, Enterprise Software, Start-ups, Sales Operations, Entrepreneurship, Marketing, Business Planning, Sales Process, Integrated Marketing, Project Planning, Budgets, Strategic Partnerships, Advertising, Salesforce.com, Sales
Education
Drexel University - College of Business and Administration
MBA, Marketing Management
Texas Tech University
BBA, Labor and Human Resources
Concur, an SAP Company October 2013 - Present
Best Doctors January 2013 - October 2013
iJET Intelligent Risk Systems January 2010 - January 2013
iJET Intelligent Risk Systems March 2009 - May 2010
Allianz Global Assistance November 2006 - December 2007
International SOS Assistance, Inc. May 2004 - December 2005
International SOS Assistance, Inc. March 2003 - May 2004
Morningstar September 2001 - March 2003
Lend Lease Real Estate Investments 2000 - 2001
SEI Investments 1991 - 1998
Skills
Contract Negotiation, Key Account Management, Sales Management, Risk Management, Security, New Business Development, Business Development, Strategic Planning, Account Management, Business Strategy, Healthcare, Product Management, Team Building, Risk Assessment, Strategy, Management, Coaching, Leadership, Competitive Analysis, Selling, Enterprise Software, Start-ups, Sales Operations, Entrepreneurship, Marketing, Business Planning, Sales Process, Integrated Marketing, Project Planning, Budgets, Strategic Partnerships, Advertising, Salesforce.com, Sales
Education
Drexel University - College of Business and Administration
MBA, Marketing Management
Texas Tech University
BBA, Labor and Human Resources
Harry Cubit Harry Cubit's SEI Investments Experience February 2011 - May 2012
Job Director, Operations & Business Process Management at UBS Trust Company, N.A.
Industry Financial Services
Experience
UBS Trust Company, N.A. October 2013 - Present
Advisory Platform Solutions September 2012 - September 2013
SEI Investments February 2011 - May 2012
SEI Investments May 2006 - January 2011
SEI Investments July 1998 - April 2006
Vanguard July 1997 - June 1998
Vanguard 1993 - 1997
Vanguard 1991 - 1993
Vanguard 1989 - 1991
Vanguard 1986 - 1989
Skills
Process Improvement, Management, Project Management, Strategic Planning, Cross-functional Team..., Change Management, CRM, Business Analysis, Relationship Management, Vendor Management, Strategy, Organizational..., Banking, Six Sigma, Leadership, Financial Services, Middle Office, Asset Management, Business Development, Business Planning, Analysis, Performance Management, Wealth Management, Program Management, Business Process..., Risk Management, Training, Forecasting, Team Building, Budgets, Team Leadership, Business Process...
Education
Drexel University 1988 — 1991
MBA, Organizational Development
University of Delaware - Lerner College of Business and Economics 1979 — 1983
BSBA, Marketing & Operations Management
UBS Trust Company, N.A. October 2013 - Present
Advisory Platform Solutions September 2012 - September 2013
SEI Investments February 2011 - May 2012
SEI Investments May 2006 - January 2011
SEI Investments July 1998 - April 2006
Vanguard July 1997 - June 1998
Vanguard 1993 - 1997
Vanguard 1991 - 1993
Vanguard 1989 - 1991
Vanguard 1986 - 1989
Skills
Process Improvement, Management, Project Management, Strategic Planning, Cross-functional Team..., Change Management, CRM, Business Analysis, Relationship Management, Vendor Management, Strategy, Organizational..., Banking, Six Sigma, Leadership, Financial Services, Middle Office, Asset Management, Business Development, Business Planning, Analysis, Performance Management, Wealth Management, Program Management, Business Process..., Risk Management, Training, Forecasting, Team Building, Budgets, Team Leadership, Business Process...
Education
Drexel University 1988 — 1991
MBA, Organizational Development
University of Delaware - Lerner College of Business and Economics 1979 — 1983
BSBA, Marketing & Operations Management
Ashok Paulose's SEI Investments Experience 2006 - 2007
Job Product Manager at Somnocare
Industry Computer Software
Experience
Somnoware January 2015 - Present
Viropharma/Shire September 2007 - December 2014
Keane May 2006 - September 2007
SEI Investments 2006 - 2007
MediMedia USA Inc. 2005 - 2006
Acclaim Systems 1999 - 2002
AIG 1994 - 1995
Skills
Qlikview, Apache Pig, Hive, Sqoop, Hadoop, MapReduce, IT Project & Program..., Java, Big Data, IT Relationship..., Business Analysis, Pharmaceutical Industry, Clinical Operations, Regulatory Affairs, Clinical Data Management, Medical Affairs, IT Business Strategy, IT Project Leadership, IT Strategy, Clinical Trials, ITIL, ETL, Microsoft SQL Server, Data Warehousing, Project Management, Software Development, .NET, VB.NET, Management, SharePoint, Consulting, SSIS, SSRS, Crystal Reports, Databases, Oracle, Requirements Analysis, Business Intelligence, Cross-functional Team..., SDLC, SQL
Education
University of Missouri-Columbia 1992 — 1994
MS
College of Engineering, Trivandrum 1984 — 1988
B. Tech.
Lawrence School, Ooty 1976 — 1979
Somnoware January 2015 - Present
Viropharma/Shire September 2007 - December 2014
Keane May 2006 - September 2007
SEI Investments 2006 - 2007
MediMedia USA Inc. 2005 - 2006
Acclaim Systems 1999 - 2002
AIG 1994 - 1995
Skills
Qlikview, Apache Pig, Hive, Sqoop, Hadoop, MapReduce, IT Project & Program..., Java, Big Data, IT Relationship..., Business Analysis, Pharmaceutical Industry, Clinical Operations, Regulatory Affairs, Clinical Data Management, Medical Affairs, IT Business Strategy, IT Project Leadership, IT Strategy, Clinical Trials, ITIL, ETL, Microsoft SQL Server, Data Warehousing, Project Management, Software Development, .NET, VB.NET, Management, SharePoint, Consulting, SSIS, SSRS, Crystal Reports, Databases, Oracle, Requirements Analysis, Business Intelligence, Cross-functional Team..., SDLC, SQL
Education
University of Missouri-Columbia 1992 — 1994
MS
College of Engineering, Trivandrum 1984 — 1988
B. Tech.
Lawrence School, Ooty 1976 — 1979
Sabir Abdulayev's SEI Investments Experience November 2005 - January 2008
Job Consultant at Executive Sounding Board Associates LLC
Industry Financial Services
Experience
Executive Sounding Board Associates LLC January 2008 - Present
SEI Investments November 2005 - January 2008
Resource Data Management, Inc. 2003 - 2004
Skills
Financial Analysis, Financial Modeling, Valuation, Corporate Finance, Strategic Planning, Project Management, Business Development, Business Planning, Internal Controls, Cash Management, Operations Management, Market Research, International, International Business..., Management Consulting, Restructuring, Portfolio Management, Accounting, Analysis
Education
Drexel University - LeBow College of Business 2001 — 2005
BA, Finance and International Business
Executive Sounding Board Associates LLC January 2008 - Present
SEI Investments November 2005 - January 2008
Resource Data Management, Inc. 2003 - 2004
Skills
Financial Analysis, Financial Modeling, Valuation, Corporate Finance, Strategic Planning, Project Management, Business Development, Business Planning, Internal Controls, Cash Management, Operations Management, Market Research, International, International Business..., Management Consulting, Restructuring, Portfolio Management, Accounting, Analysis
Education
Drexel University - LeBow College of Business 2001 — 2005
BA, Finance and International Business
John Krzeminski's SEI Investments Experience September 1983 - April 2009
Job Education Consultant, Philanthropist, and Investor
Industry Philanthropy
Experience
John Krzeminski January 2011 - Present
SEI Investments September 1983 - April 2009
US Airforce Security Service January 1974 - January 1978
Skills
Strategic Planning, Cross-functional Team..., Financial Analysis, Investments, Business Strategy, Strategy, Marketing Strategy, Program Management, Executive Management, Investment Strategies
Education
Drexel University - LeBow College of Business 1980 — 1983
MBA, Accounting
LaSalle University
BS, Business Administration
John Krzeminski January 2011 - Present
SEI Investments September 1983 - April 2009
US Airforce Security Service January 1974 - January 1978
Skills
Strategic Planning, Cross-functional Team..., Financial Analysis, Investments, Business Strategy, Strategy, Marketing Strategy, Program Management, Executive Management, Investment Strategies
Education
Drexel University - LeBow College of Business 1980 — 1983
MBA, Accounting
LaSalle University
BS, Business Administration
Matthew Kenigsberg, CFA Matthew Kenigsberg, CFA's SEI Investments Experience December 2000 - February 2007
Job Vice President
Industry Investment Management
Experience
Fidelity Investments March 2007 - Present
SEI Investments December 2000 - February 2007
Barra Rogers Casey May 1999 - December 2000
Nomura Securities Global Investment Advisors May 1996 - April 1999
Barra 1995 - 1996
Skills
Retirement Planning, Financial Modeling, Investment Strategies, Strategic Financial..., Investments, Asset Allocation, Strategy
Education
Columbia University - Columbia Business School 1993 — 1995
MBA, Finance
Wesleyan University 1985 — 1989
BA, East Asian Studies
Phillips Academy 1983 — 1985
Fidelity Investments March 2007 - Present
SEI Investments December 2000 - February 2007
Barra Rogers Casey May 1999 - December 2000
Nomura Securities Global Investment Advisors May 1996 - April 1999
Barra 1995 - 1996
Skills
Retirement Planning, Financial Modeling, Investment Strategies, Strategic Financial..., Investments, Asset Allocation, Strategy
Education
Columbia University - Columbia Business School 1993 — 1995
MBA, Finance
Wesleyan University 1985 — 1989
BA, East Asian Studies
Phillips Academy 1983 — 1985
Carson Richter's SEI Investments Experience May 2011 - December 2011
Job Client Analyst CFA Level 2 Candidate
Industry Financial Services
Experience
Munich Reinsurance America, Inc. September 2014 - Present
Richter Tennis September 2011 - Present
El Zeppelin - Guatemala September 2011 - Present
Munich Reinsurance America, Inc. November 2012 - September 2014
MedRisk, Inc. January 2012 - November 2012
SEI Investments May 2011 - December 2011
Green Valley Country Club June 2008 - August 2011
Skills
Microsoft SQL Server, Microsoft Excel, Microsoft Word, Microsoft Office, Microsoft Exchange, Visio, Bloomberg Terminal, Sungard GMI, Training, Coaching, Access, Project Management, SharePoint, Analysis, Salesforce.com, Business Analysis, Financial Analysis, SQL, Risk Management, Financial Reporting, Process Improvement, Financial Modeling, Accounting, Business Process..., SAP, SDLC, Finance, Team Building, Strategic Planning, Financial Accounting, Business Process, Operations Management, Bloomberg, Business Strategy, Insurance, PowerPoint, Valuation, Accounts Receivable, Requirements Analysis, Customer Service
Education
Chestnut Hill College 2007 — 2011
BS, Business Administration and Management, General
Plymouth Whitemarsh
Munich Reinsurance America, Inc. September 2014 - Present
Richter Tennis September 2011 - Present
El Zeppelin - Guatemala September 2011 - Present
Munich Reinsurance America, Inc. November 2012 - September 2014
MedRisk, Inc. January 2012 - November 2012
SEI Investments May 2011 - December 2011
Green Valley Country Club June 2008 - August 2011
Skills
Microsoft SQL Server, Microsoft Excel, Microsoft Word, Microsoft Office, Microsoft Exchange, Visio, Bloomberg Terminal, Sungard GMI, Training, Coaching, Access, Project Management, SharePoint, Analysis, Salesforce.com, Business Analysis, Financial Analysis, SQL, Risk Management, Financial Reporting, Process Improvement, Financial Modeling, Accounting, Business Process..., SAP, SDLC, Finance, Team Building, Strategic Planning, Financial Accounting, Business Process, Operations Management, Bloomberg, Business Strategy, Insurance, PowerPoint, Valuation, Accounts Receivable, Requirements Analysis, Customer Service
Education
Chestnut Hill College 2007 — 2011
BS, Business Administration and Management, General
Plymouth Whitemarsh
Jerry Rosenthal Jerry Rosenthal's SEI Investments Experience July 2001 - January 2003
Job Member of Deans Leadership Council at University of California, Davis School of Veterinary Medicine
Industry Financial Services
Experience
University of California, Davis School of Veterinary Medicine January 2014 - Present
Monmouth County SPCA January 2012 - Present
University of Pennsylvania School of Veterinary Medicine April 2006 - Present
Monmouth County SPCA April 2008 - January 2012
ANJOCI LLC May 2005 - December 2011
Equity One September 2003 - May 2005
SEI Investments July 2001 - January 2003
Merrill Lynch April 1999 - December 2000
Merrill Lynch April 1996 - April 1999
Merrill Lynch April 1988 - April 1996
Skills
Investments, Marketing, Animal Rights, Portfolio Management, Finance, Management, Financial Services, Credit, Financial Modeling, Loans, Alternative Investments, Securities, Strategic Planning, Asset Management, Public Speaking, Strategic Financial..., Nonprofits, Banking, Team Building, Financial Analysis, Program Management, Business Strategy, Equities, Mutual Funds, Operations Management, Series 7, Asset Managment, Risk Management, Cash Management, Wealth Management, Real Estate, Financial Advisory, Fundraising
Education
Columbia University - Columbia Business School 1978 — 1980
MBA, Finance and Accounting
Haverford College 1973 — 1977
BA, history
Webb School 1969 — 1973
Diploma
Town School 1961 — 1969
Diploma
University of California, Davis School of Veterinary Medicine January 2014 - Present
Monmouth County SPCA January 2012 - Present
University of Pennsylvania School of Veterinary Medicine April 2006 - Present
Monmouth County SPCA April 2008 - January 2012
ANJOCI LLC May 2005 - December 2011
Equity One September 2003 - May 2005
SEI Investments July 2001 - January 2003
Merrill Lynch April 1999 - December 2000
Merrill Lynch April 1996 - April 1999
Merrill Lynch April 1988 - April 1996
Skills
Investments, Marketing, Animal Rights, Portfolio Management, Finance, Management, Financial Services, Credit, Financial Modeling, Loans, Alternative Investments, Securities, Strategic Planning, Asset Management, Public Speaking, Strategic Financial..., Nonprofits, Banking, Team Building, Financial Analysis, Program Management, Business Strategy, Equities, Mutual Funds, Operations Management, Series 7, Asset Managment, Risk Management, Cash Management, Wealth Management, Real Estate, Financial Advisory, Fundraising
Education
Columbia University - Columbia Business School 1978 — 1980
MBA, Finance and Accounting
Haverford College 1973 — 1977
BA, history
Webb School 1969 — 1973
Diploma
Town School 1961 — 1969
Diploma
Dan Spaventa Dan Spaventa's SEI Investments Experience February 2009 - February 2010
Job SVP SEI Business Unit at NIIT Technologies Limited
Industry Financial Services
Experience
NIIT Technologies Limited June 2014 - Present
NIIT Technologies Limited 2012 - June 2014
Wipro Technologies May 2010 - April 2012
SEI Investments February 2009 - February 2010
SEI Investments July 2006 - February 2009
SEI Investments October 2001 - July 2006
SEI Investments April 1999 - October 2001
SEI Investments October 1995 - April 1999
SEI Investments September 1991 - October 1995
Mars Electronics November 1988 - September 1991
Skills
Asset Managment, Financial Services, Portfolio Management, Wealth Management, Mutual Funds, Strategy, Investments, CRM, Business Process..., Risk Management, Vendor Relationships, Product Development, Business Strategy, Project Management, Vendor Management, Leadership, Management, Strategic Partnerships, Outsourcing, Program Management, Asset Management, Cross-functional Team..., Business Planning, Enterprise Software, Product Management, Banking, Consulting, Process Improvement, Analysis, Business Analysis, Finance, Executive Management, Strategic Planning, Relationship Management, SDLC
Education
Drexel University
MBA, Finance
Franklin & Marshall College 1979 — 1982
Bachelor of Arts, Accounting
NIIT Technologies Limited June 2014 - Present
NIIT Technologies Limited 2012 - June 2014
Wipro Technologies May 2010 - April 2012
SEI Investments February 2009 - February 2010
SEI Investments July 2006 - February 2009
SEI Investments October 2001 - July 2006
SEI Investments April 1999 - October 2001
SEI Investments October 1995 - April 1999
SEI Investments September 1991 - October 1995
Mars Electronics November 1988 - September 1991
Skills
Asset Managment, Financial Services, Portfolio Management, Wealth Management, Mutual Funds, Strategy, Investments, CRM, Business Process..., Risk Management, Vendor Relationships, Product Development, Business Strategy, Project Management, Vendor Management, Leadership, Management, Strategic Partnerships, Outsourcing, Program Management, Asset Management, Cross-functional Team..., Business Planning, Enterprise Software, Product Management, Banking, Consulting, Process Improvement, Analysis, Business Analysis, Finance, Executive Management, Strategic Planning, Relationship Management, SDLC
Education
Drexel University
MBA, Finance
Franklin & Marshall College 1979 — 1982
Bachelor of Arts, Accounting
Elinor Caron Elinor Caron's SEI Investments Experience February 2011 - April 2014
Job Investment Manager Services at SEI Investments
Industry Financial Services
Experience
SEI April 2014 - Present
SEI Investments February 2011 - April 2014
The Dow Chemical Company 2008 - 2009
Rohm and Haas 2006 - 2008
Rohm and Haas 2003 - 2006
Rohm and Haas 2001 - 2003
Skills
Training, SAP BW, SDLC, Leadership, Management, ERP, Agile Methodologies, Visio, Program Management, Project Management, SAP R/3, Change Management, Software Documentation
Education
Drexel University
BS, Computer Science
SEI April 2014 - Present
SEI Investments February 2011 - April 2014
The Dow Chemical Company 2008 - 2009
Rohm and Haas 2006 - 2008
Rohm and Haas 2003 - 2006
Rohm and Haas 2001 - 2003
Skills
Training, SAP BW, SDLC, Leadership, Management, ERP, Agile Methodologies, Visio, Program Management, Project Management, SAP R/3, Change Management, Software Documentation
Education
Drexel University
BS, Computer Science
Mustapha Berkshan Mustapha Berkshan's SEI Investments Experience November 2005 - June 2007
Job TSU Product Specialist Banking (TSU eDelivery) at SEI Global Technology Services (GTS)
Industry Financial Services
Experience
SEI - Global Technology Services (GTS) June 2014 - Present
SEI - Global Technology Services (GTS) July 2012 - June 2014
SEI Wealth Platform June 2010 - July 2012
SEI Private Trust Company June 2007 - July 2010
SEI Investments November 2005 - June 2007
Skills
Business Analysis, Business Intelligence, Project Management, Microsoft SQL Server, Business Requirements, SQL, Management, Visio, Process Improvement, SAS, Oracle, Access, Visual Basic, VB.NET, Accounting, JMP, ExtendSim, Data Analysis, Data Mining, Data Modeling, Database Design, Database Administration, Data Warehousing, SQL Server, Reports, Training, VBA, Analysis, Analytics, Banking, Business Objects, Business Process..., CRM, Business Process, Financial Services, PL/SQL, Quality Assurance, Requirements Analysis, Requirements Gathering, SharePoint, Software Development, Software Documentation, Software Project..., T-SQL, Testing, User Acceptance Testing, Agile Methodologies
Education
Saint Joseph's University 2010 — 2012
Master of Science, Business Intelligence & Analytics ; Decision & System Sciences
Goldey-Beacom College 2003 — 2005
MBA, Information Technology & Marketing
Drexel University 2002 — 2003
ELC, English
L'Ecole Superieur De Commerce 1998 — 2002
Bachelor, Business Administration; International Business
SEI - Global Technology Services (GTS) June 2014 - Present
SEI - Global Technology Services (GTS) July 2012 - June 2014
SEI Wealth Platform June 2010 - July 2012
SEI Private Trust Company June 2007 - July 2010
SEI Investments November 2005 - June 2007
Skills
Business Analysis, Business Intelligence, Project Management, Microsoft SQL Server, Business Requirements, SQL, Management, Visio, Process Improvement, SAS, Oracle, Access, Visual Basic, VB.NET, Accounting, JMP, ExtendSim, Data Analysis, Data Mining, Data Modeling, Database Design, Database Administration, Data Warehousing, SQL Server, Reports, Training, VBA, Analysis, Analytics, Banking, Business Objects, Business Process..., CRM, Business Process, Financial Services, PL/SQL, Quality Assurance, Requirements Analysis, Requirements Gathering, SharePoint, Software Development, Software Documentation, Software Project..., T-SQL, Testing, User Acceptance Testing, Agile Methodologies
Education
Saint Joseph's University 2010 — 2012
Master of Science, Business Intelligence & Analytics ; Decision & System Sciences
Goldey-Beacom College 2003 — 2005
MBA, Information Technology & Marketing
Drexel University 2002 — 2003
ELC, English
L'Ecole Superieur De Commerce 1998 — 2002
Bachelor, Business Administration; International Business
Kristen Cossel's SEI Investments Experience December 1996 - September 2008
Job President/CEO of True North Marketing Services
Industry Marketing and Advertising
Experience
True North Marketing Services September 2008 - Present
SEI Investments December 1996 - September 2008
Liberty Securities Corporation 1993 - 1996
Skills
Series 24, Series 7, Series 63, Marketing Strategy, Analytics, Analysis, Market Research, Mutual Funds, Competitive Analysis, Relationship Management, Management, CRM, Project Management, New Business Development, Securities, Marketing, Asset Management, Integrated Marketing, Program Management, Leadership, Risk Management, 401k, Client Services, Marketing Communications, Salesforce.com, Strategic Partnerships, Strategy, Financial Services, Strategic Financial..., Budgets, Insurance, Financial Advisory, Investments, Market Planning, Start-ups, Cross-functional Team...
Education
Cornell University 1984 — 1988
B.S.
Phoenixville Area High School 1981 — 1984
Diploma
True North Marketing Services September 2008 - Present
SEI Investments December 1996 - September 2008
Liberty Securities Corporation 1993 - 1996
Skills
Series 24, Series 7, Series 63, Marketing Strategy, Analytics, Analysis, Market Research, Mutual Funds, Competitive Analysis, Relationship Management, Management, CRM, Project Management, New Business Development, Securities, Marketing, Asset Management, Integrated Marketing, Program Management, Leadership, Risk Management, 401k, Client Services, Marketing Communications, Salesforce.com, Strategic Partnerships, Strategy, Financial Services, Strategic Financial..., Budgets, Insurance, Financial Advisory, Investments, Market Planning, Start-ups, Cross-functional Team...
Education
Cornell University 1984 — 1988
B.S.
Phoenixville Area High School 1981 — 1984
Diploma
Robert Jordon Robert Jordon's SEI Investments Experience 1998 - 2002
Job Answers to your Insurance Questions! Health Life Critical Illness Obama Care Choices!
Industry Consumer Services
Experience
Home March 2013 - Present
Keller Williams Real Estate July 2005 - March 2013
KW Commercial Real Estate 2010 - March 2012
SEI Investments 1998 - 2002
Hamburg Center January 1988 - March 1992
Skills
Real Estate, First Time Home Buyers, Short Sales, Relocation, Sellers, Buyer Representation, New Home Sales, Referrals, Listings, Single Family Homes, Foreclosures, REO, Condos, Investment Properties, Residential Homes, Buyers, ABR, Property Management, Mortgage Lending
Education
Lutheran Theological Seminary at Philadelphia 1984 — 1988
MDIV
Concordia University, Nebraska 1982 — 1984
BA
St. Pauls H.S./College 1979 — 1982
BA
Willingboro High School 1960 — 1961
Home March 2013 - Present
Keller Williams Real Estate July 2005 - March 2013
KW Commercial Real Estate 2010 - March 2012
SEI Investments 1998 - 2002
Hamburg Center January 1988 - March 1992
Skills
Real Estate, First Time Home Buyers, Short Sales, Relocation, Sellers, Buyer Representation, New Home Sales, Referrals, Listings, Single Family Homes, Foreclosures, REO, Condos, Investment Properties, Residential Homes, Buyers, ABR, Property Management, Mortgage Lending
Education
Lutheran Theological Seminary at Philadelphia 1984 — 1988
MDIV
Concordia University, Nebraska 1982 — 1984
BA
St. Pauls H.S./College 1979 — 1982
BA
Willingboro High School 1960 — 1961
Patrick C. Sullivan Patrick C. Sullivan's SEI Investments Experience June 2006 - February 2009
Job Vice President, Senior Account Manager at Prudential Investments
Industry Financial Services
Experience
Prudential Investments May 2011 - Present
Advisors Asset Management, Inc. April 2009 - April 2011
SEI Investments June 2006 - February 2009
Russell Investment Group July 2003 - June 2006
Hirtle Callaghan & Co. February 2002 - August 2003
Salomon Smith Barney 2001 - 2002
SEI Investments 1996 - 1999
United States Marine Corps 1991 - 1996
Skills
Asset Managment, Asset Management, Business Development, Equities, Financial Advisory, Financial Services, Fixed Income, Investment Management, Investment Strategies, Investments, Management, Mutual Funds, Wealth Management, Strategy, Portfolio Management
Education
Cornell University - S.C. Johnson Graduate School of Management 1999 — 2001
MBA
Hobart and William Smith Colleges 1985 — 1989
BA, Economics
Prudential Investments May 2011 - Present
Advisors Asset Management, Inc. April 2009 - April 2011
SEI Investments June 2006 - February 2009
Russell Investment Group July 2003 - June 2006
Hirtle Callaghan & Co. February 2002 - August 2003
Salomon Smith Barney 2001 - 2002
SEI Investments 1996 - 1999
United States Marine Corps 1991 - 1996
Skills
Asset Managment, Asset Management, Business Development, Equities, Financial Advisory, Financial Services, Fixed Income, Investment Management, Investment Strategies, Investments, Management, Mutual Funds, Wealth Management, Strategy, Portfolio Management
Education
Cornell University - S.C. Johnson Graduate School of Management 1999 — 2001
MBA
Hobart and William Smith Colleges 1985 — 1989
BA, Economics
Joseph Fine Joseph Fine's SEI Investments Experience September 2009 - November 2010
Job Assistant Vice President Global Markets Financing and Futures at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2013 - Present
Attalus Capital January 2012 - July 2013
State Street November 2010 - January 2012
Midnight Java October 2008 - January 2012
SEI Investments September 2009 - November 2010
ESS Entertainment 2008 - 2010
BNP Paribas September 2006 - March 2009
Rock Hill Partners September 2007 - September 2008
GlaxoSmithKline September 2005 - March 2006
Slacks Hoagie Shack January 2005 - September 2005
Skills
Hedge Funds, Equities, Bloomberg, Asset Management, Investments, Portfolio Management, Derivatives, Mutual Funds, Financial Modeling, Financial Analysis, Capital Markets, Fixed Income
Education
Drexel University - LeBow College of Business 2004 — 2009
Bachelor of Science in Business Administration, Finance
Bank of America Merrill Lynch July 2013 - Present
Attalus Capital January 2012 - July 2013
State Street November 2010 - January 2012
Midnight Java October 2008 - January 2012
SEI Investments September 2009 - November 2010
ESS Entertainment 2008 - 2010
BNP Paribas September 2006 - March 2009
Rock Hill Partners September 2007 - September 2008
GlaxoSmithKline September 2005 - March 2006
Slacks Hoagie Shack January 2005 - September 2005
Skills
Hedge Funds, Equities, Bloomberg, Asset Management, Investments, Portfolio Management, Derivatives, Mutual Funds, Financial Modeling, Financial Analysis, Capital Markets, Fixed Income
Education
Drexel University - LeBow College of Business 2004 — 2009
Bachelor of Science in Business Administration, Finance
Mark Parsonson, CFA Mark Parsonson, CFA's SEI Investments Experience September 2007 - March 2009
Job Investment Banking at Morgan Stanley
Industry Investment Banking
Experience
Liongate Capital Management March 2009 - August 2013
SEI Investments September 2007 - March 2009
SEI Investments April 2005 - August 2007
SEI Investments July 2003 - March 2005
Skills
Asset Allocation, Product Marketing, Product Strategy, Sales, Research, Asset Managment, Product Management, Hedge Funds, Financial Services, Asset Management, Fixed Income, Portfolio Management, Alternative Investments, Investments, Bloomberg, Fund Of Funds, Equities, Private Equity, Investment Banking, Valuation
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA), Finance
London School of Economics and Political Science
BSc, Economics
Liongate Capital Management March 2009 - August 2013
SEI Investments September 2007 - March 2009
SEI Investments April 2005 - August 2007
SEI Investments July 2003 - March 2005
Skills
Asset Allocation, Product Marketing, Product Strategy, Sales, Research, Asset Managment, Product Management, Hedge Funds, Financial Services, Asset Management, Fixed Income, Portfolio Management, Alternative Investments, Investments, Bloomberg, Fund Of Funds, Equities, Private Equity, Investment Banking, Valuation
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA), Finance
London School of Economics and Political Science
BSc, Economics
Reginald Palmore Reginald Palmore's SEI Investments Experience January 2007 - June 2008
Job Imaging Business Analyst at Open Systems Technologies
Industry Information Technology and Services
Experience
Lincoln Financial Group June 2010 - Present
Habitat for Humanity Norristown 2009 - 2009
SEI Investments January 2007 - June 2008
Pennyslvania DCNR 2006 - 2006
National City Bank 2001 - 2003
Sherwin Williams 1998 - 2001
Education
Pennsylvania State University-Great Valley Graduate Center 2008 — 2009
Certificate, Business Analyst
Cleveland State University 1998 — 2000
The University of Akron 1992 — 1996
Associate, Business Management
Lincoln Financial Group June 2010 - Present
Habitat for Humanity Norristown 2009 - 2009
SEI Investments January 2007 - June 2008
Pennyslvania DCNR 2006 - 2006
National City Bank 2001 - 2003
Sherwin Williams 1998 - 2001
Education
Pennsylvania State University-Great Valley Graduate Center 2008 — 2009
Certificate, Business Analyst
Cleveland State University 1998 — 2000
The University of Akron 1992 — 1996
Associate, Business Management
Erinn Connolly's SEI Investments Experience March 2003 - September 2003
Job Operations Analyst at NAVTEQ
Industry Information Technology and Services
Experience
NAVTEQ October 2008 - June 2012
BDO Seidman, LLP January 2005 - October 2008
Bowman & Company, LLP April 2004 - September 2004
SEI Investments March 2003 - September 2003
Skills
Financial Reporting, Accounting, Financial Analysis
Education
Drexel University - College of Business and Administration 2001 — 2006
B.S. in B.A., Finance and Accounting
NAVTEQ October 2008 - June 2012
BDO Seidman, LLP January 2005 - October 2008
Bowman & Company, LLP April 2004 - September 2004
SEI Investments March 2003 - September 2003
Skills
Financial Reporting, Accounting, Financial Analysis
Education
Drexel University - College of Business and Administration 2001 — 2006
B.S. in B.A., Finance and Accounting
Deepak Konale's SEI Investments Experience October 2007 - December 2009
Job Senior Manager Big Data and Analytics at Deloitte Consulting
Industry Management Consulting
Experience
Deloitte Consulting October 2009 - Present
SEI Investments October 2007 - December 2009
BNY Mellon October 2001 - September 2007
Genpact Headstrong Capital Markets June 2000 - October 2001
Tata Consultancy Services May 1996 - May 2000
Skills
Big Data, Consulting, Business Analytics, Strategic Consulting, Business Intelligence, Cloudera, Advanced Analytics, Strategy, Data Warehousing, Analytics, Hadoop, Management Consulting, Master Data Management, Financial Services, Business Analysis, Portfolio Management, Outsourcing, Enterprise Architecture, Programme Governance, SOA, SDLC, Telecommunications, Software Project..., Agile Methodologies, Management, Requirements Analysis, IT Strategy, Project Management, Cross-functional Team..., CRM, Program Management, Leadership, Oracle, Solution Architecture
Education
New York University - Leonard N. Stern School of Business 2005 — 2008
M.B.A., Analytics and Strategy
College of Engineering Pune 1992 — 1996
BE, E&TC
Deloitte Consulting October 2009 - Present
SEI Investments October 2007 - December 2009
BNY Mellon October 2001 - September 2007
Genpact Headstrong Capital Markets June 2000 - October 2001
Tata Consultancy Services May 1996 - May 2000
Skills
Big Data, Consulting, Business Analytics, Strategic Consulting, Business Intelligence, Cloudera, Advanced Analytics, Strategy, Data Warehousing, Analytics, Hadoop, Management Consulting, Master Data Management, Financial Services, Business Analysis, Portfolio Management, Outsourcing, Enterprise Architecture, Programme Governance, SOA, SDLC, Telecommunications, Software Project..., Agile Methodologies, Management, Requirements Analysis, IT Strategy, Project Management, Cross-functional Team..., CRM, Program Management, Leadership, Oracle, Solution Architecture
Education
New York University - Leonard N. Stern School of Business 2005 — 2008
M.B.A., Analytics and Strategy
College of Engineering Pune 1992 — 1996
BE, E&TC
Rosa Limas Rosa Limas's SEI Investments Experience January 1988 - November 1998
Job Manager, Custodial Relations at The Marco Consulting Group
Industry Financial Services
Experience
Marco Consulting Group June 2005 - Present
Stratford Advisory Group January 2001 - June 2005
The Bank of New York November 1998 - January 2001
SEI Investments January 1988 - November 1998
Skills
Asset Allocation, Hedge Funds, Equities, Asset Managment, Asset Management, Alternative Investments, Fixed Income, Investments, Investment Management, Financial Services, Mutual Funds
Education
DePaul University
Bachelor of Applied Science (BASc)
Marco Consulting Group June 2005 - Present
Stratford Advisory Group January 2001 - June 2005
The Bank of New York November 1998 - January 2001
SEI Investments January 1988 - November 1998
Skills
Asset Allocation, Hedge Funds, Equities, Asset Managment, Asset Management, Alternative Investments, Fixed Income, Investments, Investment Management, Financial Services, Mutual Funds
Education
DePaul University
Bachelor of Applied Science (BASc)
Robert Severi, CPA Robert Severi, CPA's SEI Investments Experience July 1982 - April 1989
Job CFO at Kaolin Mushroom Farms, Inc.
Industry Farming
Experience
Kaolin Mushroom Farms, Inc. May 2012 - Present
CFO Partners, LLC July 2011 - Present
Penn Valley Group CFO Services LLC January 2009 - July 2011
RoadSafe Holdings, Inc. October 2007 - January 2008
Tatum LLC April 2007 - October 2007
American Meter Company October 2004 - October 2006
Henkels & McCoy, Inc. April 1989 - October 2004
SEI Investments July 1982 - April 1989
Ernst & Young, LLP November 1979 - July 1982
Skills
Mergers, Tax, Strategy, Financial Analysis, Forecasting, Budgets, Enterprise Software, CPA, Auditing, Finance, Due Diligence, Internal Audit, Corporate Finance, Managerial Finance, Mergers & Acquisitions, Strategic Planning, Cash Management, Cash Flow, Private Equity, Valuation, Analysis, Management, Cash Flow Forecasting, Insurance, Credit, Financial Services, Banking, Working Capital..., Restructuring, Divestitures, Executive Management, Sarbanes-Oxley Act, Acquisition Integration, Financial Modeling, Business Valuation, US GAAP, SEC filings, Strategic Financial..., Internal Controls, Cost Accounting, IPO, Business Planning, Revenue Recognition, Treasury Management, GAAP
Education
Villanova University School of Law 1984 — 1989
Masters, Taxation
Drexel University - LeBow College of Business 1976 — 1977
MBA, Financial Management
Ursinus College 1969 — 1973
BA, Economics
Kaolin Mushroom Farms, Inc. May 2012 - Present
CFO Partners, LLC July 2011 - Present
Penn Valley Group CFO Services LLC January 2009 - July 2011
RoadSafe Holdings, Inc. October 2007 - January 2008
Tatum LLC April 2007 - October 2007
American Meter Company October 2004 - October 2006
Henkels & McCoy, Inc. April 1989 - October 2004
SEI Investments July 1982 - April 1989
Ernst & Young, LLP November 1979 - July 1982
Skills
Mergers, Tax, Strategy, Financial Analysis, Forecasting, Budgets, Enterprise Software, CPA, Auditing, Finance, Due Diligence, Internal Audit, Corporate Finance, Managerial Finance, Mergers & Acquisitions, Strategic Planning, Cash Management, Cash Flow, Private Equity, Valuation, Analysis, Management, Cash Flow Forecasting, Insurance, Credit, Financial Services, Banking, Working Capital..., Restructuring, Divestitures, Executive Management, Sarbanes-Oxley Act, Acquisition Integration, Financial Modeling, Business Valuation, US GAAP, SEC filings, Strategic Financial..., Internal Controls, Cost Accounting, IPO, Business Planning, Revenue Recognition, Treasury Management, GAAP
Education
Villanova University School of Law 1984 — 1989
Masters, Taxation
Drexel University - LeBow College of Business 1976 — 1977
MBA, Financial Management
Ursinus College 1969 — 1973
BA, Economics
Timothy Melly, CFA Timothy Melly, CFA's SEI Investments Experience January 2004 - May 2005
Job Vice President of Research at Persimmon Capital Management, LP
Industry Financial Services
Experience
Persimmon Capital Management, LP May 2014 - Present
Financial Planning Firm May 2005 - May 2014
Financial Planning Firm May 2005 - May 2014
SEI INVESTMENTS January 2004 - May 2005
HIRTLE CALLAGHAN & COMPANY March 2003 - August 2003
Education
Drexel University 2000 — 2004
Bachelor of Science; Bachelor of Arts, Finance
Drexel University 2000 — 2004
Bachelor of Science, Economics
Persimmon Capital Management, LP May 2014 - Present
Financial Planning Firm May 2005 - May 2014
Financial Planning Firm May 2005 - May 2014
SEI INVESTMENTS January 2004 - May 2005
HIRTLE CALLAGHAN & COMPANY March 2003 - August 2003
Education
Drexel University 2000 — 2004
Bachelor of Science; Bachelor of Arts, Finance
Drexel University 2000 — 2004
Bachelor of Science, Economics
Brendan O'Hara Brendan O'Hara's SEI Investments Experience July 2002 - December 2003
Job Senior Manager Valuation Services at KPMG
Industry Financial Services
Experience
KPMG January 2004 - Present
SEI Investments July 2002 - December 2003
Skills
Corporate Finance, Valuation, Business Valuation, Equity Valuation, Finance, IFRS, Restructuring, GAAP, SEC filings, Mergers & Acquisitions, Investments, Analysis, Financial Modeling, Financial Analysis, Due Diligence, Financial Reporting, Accounting, Management
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA)
University of Richmond
Bachelor's degree, Business Administration (finance)
KPMG January 2004 - Present
SEI Investments July 2002 - December 2003
Skills
Corporate Finance, Valuation, Business Valuation, Equity Valuation, Finance, IFRS, Restructuring, GAAP, SEC filings, Mergers & Acquisitions, Investments, Analysis, Financial Modeling, Financial Analysis, Due Diligence, Financial Reporting, Accounting, Management
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA)
University of Richmond
Bachelor's degree, Business Administration (finance)
Evangelos Karapanagiotides Evangelos Karapanagiotides's SEI Investments Experience November 2009 - January 2011
Job Marketing Strategist and Brand Builder
Industry Marketing and Advertising
Experience
Cosmos Philly April 2011 - Present
SEIZMOS Music and Entertainment January 2006 - Present
Cosmos Marble & Granite August 2014 - May 2015
Colonial Marble and Granite February 2012 - July 2014
Barclays March 2011 - February 2012
SEI Investments November 2009 - January 2011
Global Capital Management, Inc. October 2008 - November 2009
Skills
Marketing, Marketing Strategy, Social Media Marketing, Strategy, Email Marketing, Advertising, Public Relations, Start-ups, SEO, Management, Sales, Account Management, Social Media, Microsoft Office, Strategic Planning, Customer Service, Online Marketing, Marketing Communications, Event Management, Budgets, Market Analysis, Marketing Management, Product Development, Analysis, Business Strategy, Market Research, Direct Marketing, Sales Management, Competitive Analysis, Contract Negotiation, Search Engine..., Creative Marketing..., Mobile Marketing, Entertainment Management, Integrated Marketing, Negotiation, Project Management, New Business Development, Social Networking, Web Analytics, MS Office Suite, Creative Direction, Business Development, Event Planning, Leadership, Online Advertising, Digital Marketing, Finance
Education
Drexel University 2005 — 2009
Bachelor of Science, Finance and Legal Studies
Cosmos Philly April 2011 - Present
SEIZMOS Music and Entertainment January 2006 - Present
Cosmos Marble & Granite August 2014 - May 2015
Colonial Marble and Granite February 2012 - July 2014
Barclays March 2011 - February 2012
SEI Investments November 2009 - January 2011
Global Capital Management, Inc. October 2008 - November 2009
Skills
Marketing, Marketing Strategy, Social Media Marketing, Strategy, Email Marketing, Advertising, Public Relations, Start-ups, SEO, Management, Sales, Account Management, Social Media, Microsoft Office, Strategic Planning, Customer Service, Online Marketing, Marketing Communications, Event Management, Budgets, Market Analysis, Marketing Management, Product Development, Analysis, Business Strategy, Market Research, Direct Marketing, Sales Management, Competitive Analysis, Contract Negotiation, Search Engine..., Creative Marketing..., Mobile Marketing, Entertainment Management, Integrated Marketing, Negotiation, Project Management, New Business Development, Social Networking, Web Analytics, MS Office Suite, Creative Direction, Business Development, Event Planning, Leadership, Online Advertising, Digital Marketing, Finance
Education
Drexel University 2005 — 2009
Bachelor of Science, Finance and Legal Studies
Aman Siddiqi's SEI Investments Experience November 2006 - June 2007
Job Lead Software Quality Engineer at RJMetrics
Industry Computer Software
Experience
RJMetrics April 2015 - Present
eMoney Advisor December 2012 - April 2015
Comcast July 2011 - September 2012
Computer Aid, Inc. May 2011 - July 2011
SEI Investments November 2006 - June 2007
Merrill Lynch February 1997 - May 1998
Skills
Testing, Agile Methodologies, SDLC, Requirements Analysis, SQL, Analysis
Education
Pennsylvania State University-Great Valley Graduate Center 2007 — 2008
ME, Software Engineering
Cornell University 1995 — 1999
BS, Business Mgmt
RJMetrics April 2015 - Present
eMoney Advisor December 2012 - April 2015
Comcast July 2011 - September 2012
Computer Aid, Inc. May 2011 - July 2011
SEI Investments November 2006 - June 2007
Merrill Lynch February 1997 - May 1998
Skills
Testing, Agile Methodologies, SDLC, Requirements Analysis, SQL, Analysis
Education
Pennsylvania State University-Great Valley Graduate Center 2007 — 2008
ME, Software Engineering
Cornell University 1995 — 1999
BS, Business Mgmt
Cherie DelVecchio Cherie DelVecchio's SEI Investments Experience January 1998 - January 2001
Job Finance at LabWare Inc
Industry Computer Software
Experience
LabWare December 2011 - Present
Chester Business Assocociation February 2011 - October 2011
Health Mats Company November 2010 - October 2011
Safeguard Business Systems January 2001 - January 2008
SEI Investments January 1998 - January 2001
Fogwell Corporation January 1997 - January 1998
Skills
Business Development, Process Improvement, Strategic Planning, Business Analysis, Software Implementation, 21 CFR Part 11, Training, Team Leadership, Management, Quality Assurance, Accounting, Software Documentation, Paranormal Romance, Analysis, Databases, Project Management, Integration, Requirements Analysis, Sales
Education
West Chester University of Pennsylvania 1996 — 1998
BS, Business Management
Delaware County Community College
Associate of Science, Business Administration
Shippensburg University of Pennsylvania 1992 — 1995
undergraduate work, Biology, Environmental Science
LabWare December 2011 - Present
Chester Business Assocociation February 2011 - October 2011
Health Mats Company November 2010 - October 2011
Safeguard Business Systems January 2001 - January 2008
SEI Investments January 1998 - January 2001
Fogwell Corporation January 1997 - January 1998
Skills
Business Development, Process Improvement, Strategic Planning, Business Analysis, Software Implementation, 21 CFR Part 11, Training, Team Leadership, Management, Quality Assurance, Accounting, Software Documentation, Paranormal Romance, Analysis, Databases, Project Management, Integration, Requirements Analysis, Sales
Education
West Chester University of Pennsylvania 1996 — 1998
BS, Business Management
Delaware County Community College
Associate of Science, Business Administration
Shippensburg University of Pennsylvania 1992 — 1995
undergraduate work, Biology, Environmental Science
Geoffrey Grab Geoffrey Grab's SEI Investments Experience March 2000 - Present
Job Project Manager at SEI Investments
Industry Financial Services
Experience
SEI Investments March 2000 - Present
Skills
Financial Services, Asset Management..., Portfolio Management, Asset Allocation, Unified Managed Accounts, Separately Managed..., Overlay Management, Equities, Fixed Income, ETFs, Mutual Funds, Middle Office, Operations Change..., Project Management, Agile & Waterfall..., Legacy Modernization
Education
Drexel University
BS, Business Administration
St. Joseph's Preparatory School
HS Diploma, Academic
SEI Investments March 2000 - Present
Skills
Financial Services, Asset Management..., Portfolio Management, Asset Allocation, Unified Managed Accounts, Separately Managed..., Overlay Management, Equities, Fixed Income, ETFs, Mutual Funds, Middle Office, Operations Change..., Project Management, Agile & Waterfall..., Legacy Modernization
Education
Drexel University
BS, Business Administration
St. Joseph's Preparatory School
HS Diploma, Academic
Don McDougall Don McDougall's SEI Investments Experience 1986 - 2000
Job Director at RBC Investor & Treasury Services
Industry Financial Services
Experience
RBC Investor Services 2000 - Present
SEI Investments 1986 - 2000
Skills
Alternative Investments, Pensions, Equities, Mutual Funds, Asset Managment, Investments, Hedge Funds, Fixed Income, Capital Markets, Securities, Investment Strategies, Financial Services, Wealth Management, Portfolio Management, Risk Management, Asset Management, Investment Management, Asset Allocation, Derivatives
Education
Concordia University 1983 — 1985
B Comm, Commerce
RBC Investor Services 2000 - Present
SEI Investments 1986 - 2000
Skills
Alternative Investments, Pensions, Equities, Mutual Funds, Asset Managment, Investments, Hedge Funds, Fixed Income, Capital Markets, Securities, Investment Strategies, Financial Services, Wealth Management, Portfolio Management, Risk Management, Asset Management, Investment Management, Asset Allocation, Derivatives
Education
Concordia University 1983 — 1985
B Comm, Commerce
Jeff Robbins Jeff Robbins's SEI Investments Experience April 2011 - Present
Job Workforce Development at SEI
Industry Human Resources
Experience
SEI Investments April 2011 - Present
LECG April 2007 - May 2010
SolomonEdwardsGroup October 2002 - April 2007
PricewaterhouseCoopers March 2000 - September 2002
PFPC February 1997 - March 2000
State Street Bank June 1993 - February 1997
Skills
Full-cycle Recruiting, Career Counseling, Collaboration Solutions, Public Speaking, Talent Acquisition, Business Strategy, Interviews, Vendor Management, SDLC, Business Development, Management, Recruiting, Talent Management, Customer Retention, Sourcing, Human Resources, Mergers, Leadership, Consulting, Training, Technical Recruiting, Management Consulting, Process Improvement, Hiring, Negotiation, Strategy, Performance Management, Strategic Planning, Onboarding, Employee Relations
Education
Denison University 1989 — 1993
BS, Economics
SEI Investments April 2011 - Present
LECG April 2007 - May 2010
SolomonEdwardsGroup October 2002 - April 2007
PricewaterhouseCoopers March 2000 - September 2002
PFPC February 1997 - March 2000
State Street Bank June 1993 - February 1997
Skills
Full-cycle Recruiting, Career Counseling, Collaboration Solutions, Public Speaking, Talent Acquisition, Business Strategy, Interviews, Vendor Management, SDLC, Business Development, Management, Recruiting, Talent Management, Customer Retention, Sourcing, Human Resources, Mergers, Leadership, Consulting, Training, Technical Recruiting, Management Consulting, Process Improvement, Hiring, Negotiation, Strategy, Performance Management, Strategic Planning, Onboarding, Employee Relations
Education
Denison University 1989 — 1993
BS, Economics
Yevgeny Kushnir, CFA Yevgeny Kushnir, CFA's SEI Investments Experience March 2005 - August 2005
Job Experienced Financial Analyst
Industry Financial Services
Experience
Montgomery Investment Technology, Inc. February 2013 - Present
PDR/LDM Group September 2014 - January 2015
TD November 2013 - March 2014
Citco Fund Services September 2013 - October 2013
Managers Investment Group August 2012 - December 2012
JP Morgan Asset Management April 2011 - December 2011
ALICO November 2009 - September 2010
ALICO March 2006 - November 2009
Merrill Lynch December 2005 - February 2006
SEI Investments March 2005 - August 2005
Skills
Financial Analysis, Corporate Finance, Finance, Portfolio Management, Valuation, Investments, Fixed Income, Analysis, Financial Risk, Accounting, Derivatives, Forecasting, Strategic Planning, Internal Audit, Budgets, Microsoft Excel, Bloomberg, Equities, Process Improvement, Account Reconciliation, US GAAP, Asset Management, Insurance, Data Analysis, Compulsive Eating, Crushing, Asset Managment, Mutual Funds, General Ledger, Basel III, Capital Budgeting, Financial Modeling, Strategic Financial..., Survival Training, Financial Planning
Education
CFA Institute 2004 — 2006
Chartered Financial Analyst (CFA Charterholder)
Ecole Superieure du Commerce Exterieur 2003 — 2004
Study abroad - International Finance & Economics
Drexel University - LeBow College of Business 1999 — 2004
B.S., Finance, MIS
Montgomery Investment Technology, Inc. February 2013 - Present
PDR/LDM Group September 2014 - January 2015
TD November 2013 - March 2014
Citco Fund Services September 2013 - October 2013
Managers Investment Group August 2012 - December 2012
JP Morgan Asset Management April 2011 - December 2011
ALICO November 2009 - September 2010
ALICO March 2006 - November 2009
Merrill Lynch December 2005 - February 2006
SEI Investments March 2005 - August 2005
Skills
Financial Analysis, Corporate Finance, Finance, Portfolio Management, Valuation, Investments, Fixed Income, Analysis, Financial Risk, Accounting, Derivatives, Forecasting, Strategic Planning, Internal Audit, Budgets, Microsoft Excel, Bloomberg, Equities, Process Improvement, Account Reconciliation, US GAAP, Asset Management, Insurance, Data Analysis, Compulsive Eating, Crushing, Asset Managment, Mutual Funds, General Ledger, Basel III, Capital Budgeting, Financial Modeling, Strategic Financial..., Survival Training, Financial Planning
Education
CFA Institute 2004 — 2006
Chartered Financial Analyst (CFA Charterholder)
Ecole Superieure du Commerce Exterieur 2003 — 2004
Study abroad - International Finance & Economics
Drexel University - LeBow College of Business 1999 — 2004
B.S., Finance, MIS
William Lourie William Lourie's SEI Investments Experience 1990 - 1995
Job Sr. Application Developer at Brandywine Global Asset Management
Industry Financial Services
Experience
Brandywine Global September 2012 - Present
Delaware Investments, a member of the Macquarie Group September 2011 - August 2012
Macquarie Bank April 2010 - October 2011
Bannockburn Securities, LLC May 2009 - March 2010
Marvin and Palmer Associates, Inc. May 1995 - April 2009
SEI Investments 1990 - 1995
Skills
Microsoft SQL Server, Bloomberg, Business Analysis, Fixed Income, Trading Systems, Equities, Software Development, Portfolio Management, Software Project..., Vendor Management, Project Portfolio..., SDLC, Capital Markets, .NET, SQL, Trading, Disaster Recovery, Back Office, PMO, Program Management, Management, Integration, Enterprise Architecture, IT Strategy, Requirements Gathering, Risk Management, VBA
Education
Drexel University 2008 — 2009
Doctoral Studies, Information Sciences
New Jersey Institute of Technology 2000 — 2003
MS, Information Systems
Wilkes University 1979 — 1983
Bachelors, Computer Science
Brandywine Global September 2012 - Present
Delaware Investments, a member of the Macquarie Group September 2011 - August 2012
Macquarie Bank April 2010 - October 2011
Bannockburn Securities, LLC May 2009 - March 2010
Marvin and Palmer Associates, Inc. May 1995 - April 2009
SEI Investments 1990 - 1995
Skills
Microsoft SQL Server, Bloomberg, Business Analysis, Fixed Income, Trading Systems, Equities, Software Development, Portfolio Management, Software Project..., Vendor Management, Project Portfolio..., SDLC, Capital Markets, .NET, SQL, Trading, Disaster Recovery, Back Office, PMO, Program Management, Management, Integration, Enterprise Architecture, IT Strategy, Requirements Gathering, Risk Management, VBA
Education
Drexel University 2008 — 2009
Doctoral Studies, Information Sciences
New Jersey Institute of Technology 2000 — 2003
MS, Information Systems
Wilkes University 1979 — 1983
Bachelors, Computer Science
James Solloway, CFA James Solloway, CFA's SEI Investments Experience 2009 - Present
Job Senior Portfolio Strategist at SEI Investments
Industry Investment Management
Experience
SEI Investments 2009 - Present
Morgan Stanley Investment Management 1998 - 2008
Barnett 1997 - 1998
Argus Research Corp. 1980 - 1997
Skills
Portfolio Management, Equities, Financial Services, Fixed Income, Investment Banking, Financial Modeling, Asset Allocation, Asset Managment, Investment Management, Capital Markets, Strategy, Valuation, Investment Strategies, Management, Derivatives, Mutual Funds, Investments, Corporate Finance, Series 63, Equity Valuation, Alternative Investments, Hedge Funds, Securities, Bloomberg, Investment Advisory, Fund Of Funds, Leadership, Private Equity, Analytics, Options, Trading, Series 7, Asset Management, Financial Analysis, Institutional..., Equity Research, Financial Markets, Wealth Management, ETFs, Research
Education
Columbia University in the City of New York
B.A., cum laude, Economics
New York University - Leonard N. Stern School of Business
MBA, Economics and Finance
Regis High School
SEI Investments 2009 - Present
Morgan Stanley Investment Management 1998 - 2008
Barnett 1997 - 1998
Argus Research Corp. 1980 - 1997
Skills
Portfolio Management, Equities, Financial Services, Fixed Income, Investment Banking, Financial Modeling, Asset Allocation, Asset Managment, Investment Management, Capital Markets, Strategy, Valuation, Investment Strategies, Management, Derivatives, Mutual Funds, Investments, Corporate Finance, Series 63, Equity Valuation, Alternative Investments, Hedge Funds, Securities, Bloomberg, Investment Advisory, Fund Of Funds, Leadership, Private Equity, Analytics, Options, Trading, Series 7, Asset Management, Financial Analysis, Institutional..., Equity Research, Financial Markets, Wealth Management, ETFs, Research
Education
Columbia University in the City of New York
B.A., cum laude, Economics
New York University - Leonard N. Stern School of Business
MBA, Economics and Finance
Regis High School
Fran OBrien's SEI Investments Experience August 2006 - February 2009
Job Business/QA Analyst at Sumitomo Trust and Banking
Industry Financial Services
Experience
Sumitomo Trust and Banking June 2011 - Present
PNC - Global Investment Services March 2010 - June 2011
Fi-Tek, LLC May 2009 - March 2010
SEI Investments August 2006 - February 2009
Quality Application Services, Inc January 1998 - May 2006
PNC-GIS (Formerly Funds Associates), January 1997 - January 1998
Trust Management Solutions October 1992 - December 1996
Premier Systems 1990 - 1992
Premier Systems 1984 - 1990
SEI Investments 1980 - 1984
Skills
Analysis, Asset Management, Back Office, Banking, Bloomberg, Business Analysis, Business Requirements, Corporate Actions, Databases, Derivatives
Education
Drexel University 1974 — 1978
Archbishop Prendergast High School 1970 — 1974
St Cyril's
Sumitomo Trust and Banking June 2011 - Present
PNC - Global Investment Services March 2010 - June 2011
Fi-Tek, LLC May 2009 - March 2010
SEI Investments August 2006 - February 2009
Quality Application Services, Inc January 1998 - May 2006
PNC-GIS (Formerly Funds Associates), January 1997 - January 1998
Trust Management Solutions October 1992 - December 1996
Premier Systems 1990 - 1992
Premier Systems 1984 - 1990
SEI Investments 1980 - 1984
Skills
Analysis, Asset Management, Back Office, Banking, Bloomberg, Business Analysis, Business Requirements, Corporate Actions, Databases, Derivatives
Education
Drexel University 1974 — 1978
Archbishop Prendergast High School 1970 — 1974
St Cyril's
Paul Khabensky Paul Khabensky's SEI Investments Experience February 2008 - January 2009
Job President and Sr. Application Architect at Sophic Systems, Inc.
Industry Information Technology and Services
Experience
Sophic Systems, Inc. February 2004 - Present
Penske Truck Leasing March 2013 - Present
KidsHealth @ Nemours September 2010 - December 2013
US Navy August 2009 - November 2012
Freedom OSS August 2009 - December 2009
Aetna June 2009 - August 2009
ePharmaSolutions January 2009 - June 2009
National Gallery of Art May 2009 - May 2009
SEI Investments February 2008 - January 2009
Deutsche Bank October 2007 - January 2008
Skills
Spring, Web Services, Hibernate, XML, Weblogic, Java, Maven, Subversion, Enterprise Architecture, Application Architecture, Struts, JSP, JMS, AJAX, J2EE, Document Management, Web Content Management, Enterprise Portals, Data Modeling, Enterprise Search, Automation, Tomcat, EJB, JSF, Servlets, JUnit, Ant, SOA, ESB, Architecture, Liferay, JBoss, Eclipse, JPA, JDBC, Websphere, MySQL, Swing, UML, iBatis, JSTL, PL/SQL, Enterprise Content..., Solution Architecture, ETL, ECM, Alfresco, JavaScript, jQuery, Java Enterprise Edition
Education
Drexel University 2005 — 2009
MS, Information Systems
Drexel University 1997 — 2002
BS, Computer Science
Sophic Systems, Inc. February 2004 - Present
Penske Truck Leasing March 2013 - Present
KidsHealth @ Nemours September 2010 - December 2013
US Navy August 2009 - November 2012
Freedom OSS August 2009 - December 2009
Aetna June 2009 - August 2009
ePharmaSolutions January 2009 - June 2009
National Gallery of Art May 2009 - May 2009
SEI Investments February 2008 - January 2009
Deutsche Bank October 2007 - January 2008
Skills
Spring, Web Services, Hibernate, XML, Weblogic, Java, Maven, Subversion, Enterprise Architecture, Application Architecture, Struts, JSP, JMS, AJAX, J2EE, Document Management, Web Content Management, Enterprise Portals, Data Modeling, Enterprise Search, Automation, Tomcat, EJB, JSF, Servlets, JUnit, Ant, SOA, ESB, Architecture, Liferay, JBoss, Eclipse, JPA, JDBC, Websphere, MySQL, Swing, UML, iBatis, JSTL, PL/SQL, Enterprise Content..., Solution Architecture, ETL, ECM, Alfresco, JavaScript, jQuery, Java Enterprise Edition
Education
Drexel University 2005 — 2009
MS, Information Systems
Drexel University 1997 — 2002
BS, Computer Science
Craig French's SEI Investments Experience 2000 - 2001
Job Director of Investments at WBI Investments
Industry Financial Services
Experience
WBI Investments July 2013 - Present
Lasair Capital LLC April 2010 - January 2013
Corbin Capital Partners 2001 - April 2010
SEI Investments 2000 - 2001
Goldman Sachs Asset Management 1996 - 2000
Susquehanna International Group, LLP (SIG) 1995 - 1996
Societe Generale 1992 - 1995
Lake Champlain Transportation Co. 1987 - 1992
US Army 1984 - 1988
Skills
Alternative Investments, Portfolio Management, Hedge Funds, Risk Management, Asset Pricing, Investment Strategies, Derivatives, Portfolio Optimization, Asset Allocation, Asset Management, Fixed Income, Fund Of Funds, Equities, Asset Managment, Series 3, Series 7, Series 24, Series 63, Trading, Investments, Investment Management, Strategy, Financial Markets, Valuation, Due Diligence, Entrepreneurship, FINRA, Bloomberg, Capital Markets, Private Equity, Securities, Series 65, Quantitative Analytics, Equity Research, Options, Emerging Markets, Financial Risk, Investor Relations, Mutual Funds, Investment Banking, Bonds, Equity Trading, Finance, FX Options
Education
Columbia University - Columbia Business School 2007 — 2007
PRMIA Certificate, Risk Management
University of Pennsylvania - The Wharton School 1992 — 1996
BBA, Finance & Management
WBI Investments July 2013 - Present
Lasair Capital LLC April 2010 - January 2013
Corbin Capital Partners 2001 - April 2010
SEI Investments 2000 - 2001
Goldman Sachs Asset Management 1996 - 2000
Susquehanna International Group, LLP (SIG) 1995 - 1996
Societe Generale 1992 - 1995
Lake Champlain Transportation Co. 1987 - 1992
US Army 1984 - 1988
Skills
Alternative Investments, Portfolio Management, Hedge Funds, Risk Management, Asset Pricing, Investment Strategies, Derivatives, Portfolio Optimization, Asset Allocation, Asset Management, Fixed Income, Fund Of Funds, Equities, Asset Managment, Series 3, Series 7, Series 24, Series 63, Trading, Investments, Investment Management, Strategy, Financial Markets, Valuation, Due Diligence, Entrepreneurship, FINRA, Bloomberg, Capital Markets, Private Equity, Securities, Series 65, Quantitative Analytics, Equity Research, Options, Emerging Markets, Financial Risk, Investor Relations, Mutual Funds, Investment Banking, Bonds, Equity Trading, Finance, FX Options
Education
Columbia University - Columbia Business School 2007 — 2007
PRMIA Certificate, Risk Management
University of Pennsylvania - The Wharton School 1992 — 1996
BBA, Finance & Management
Chaitali Shah Chaitali Shah's SEI Investments Experience February 2011 - May 2011
Job Senior Accountant at Northern Trust Corporation
Industry Investment Management
Experience
Northern Trust Corporation August 2014 - Present
Northern Trust Corporation November 2012 - July 2014
Northern Trust Corporation April 2012 - October 2012
Preci-Max May 2005 - June 2011
SEI Investments February 2011 - May 2011
The Emerson Group April 2010 - November 2010
IBM April 2008 - September 2008
Skills
Financial Analysis, Access, Visio, Account Reconciliation, Microsoft Office, Management, Microsoft Excel, Customer Service, Essbase, Banking, Valuation, Visual Basic, PeopleSoft, Attention To Detail, Initiative, Financial Markets, Stock Trading, Fund Accounting, QuickBooks, Data Analysis, Financial Reporting, Financial Statements, Software Documentation, Trading, PowerPoint, Hyperion Essbase, People Management, Technical Writing, Innovative Problem..., Multi-tasked, Inventory Accounting, Positive Team Player, Business Ethics, Logistics Management, Bloomberg Terminal, Financial Statement..., General Ledger, Forecasting, Macro, Lotus Notes, Data Warehousing, Outlook, Bank Reconciliation, MS Project, Business Analysis
Education
Drexel University 2007 — 2010
Bachelor of Business Administration (B.B.A.), Finance
Montgomery County Community College 2004 — 2006
Associate of Science (A.S.), Chemistry
Northern Trust Corporation August 2014 - Present
Northern Trust Corporation November 2012 - July 2014
Northern Trust Corporation April 2012 - October 2012
Preci-Max May 2005 - June 2011
SEI Investments February 2011 - May 2011
The Emerson Group April 2010 - November 2010
IBM April 2008 - September 2008
Skills
Financial Analysis, Access, Visio, Account Reconciliation, Microsoft Office, Management, Microsoft Excel, Customer Service, Essbase, Banking, Valuation, Visual Basic, PeopleSoft, Attention To Detail, Initiative, Financial Markets, Stock Trading, Fund Accounting, QuickBooks, Data Analysis, Financial Reporting, Financial Statements, Software Documentation, Trading, PowerPoint, Hyperion Essbase, People Management, Technical Writing, Innovative Problem..., Multi-tasked, Inventory Accounting, Positive Team Player, Business Ethics, Logistics Management, Bloomberg Terminal, Financial Statement..., General Ledger, Forecasting, Macro, Lotus Notes, Data Warehousing, Outlook, Bank Reconciliation, MS Project, Business Analysis
Education
Drexel University 2007 — 2010
Bachelor of Business Administration (B.B.A.), Finance
Montgomery County Community College 2004 — 2006
Associate of Science (A.S.), Chemistry
Neil Menard Neil Menard's SEI Investments Experience 1997 - 2004
Job SVP, National Sales Manager RIA at Franklin Square Capital Partners
Industry Financial Services
Experience
Franklin Square Capital Partners April 2014 - Present
Steben & Company, Inc. June 2006 - April 2014
SEI Investments 1997 - 2004
MetLife 1990 - 1993
Skills
Alternative Investments, Asset Allocation, Series 7, Mutual Funds, Asset Management, Investment Strategies, Wealth Management, Equities, Financial Markets, Hedge Funds, Securities, Relationship Management, Portfolio Management, Investment Advisory, Series 63, Financial Analysis, Series 24, Capital Markets, Investment Management, Financial Services, ETFs, Financial Advisory, FINRA, Investments, Series 65, Separately Managed..., Retirement
Education
Colby College 1985 — 1989
Lawrence Academy
Franklin Square Capital Partners April 2014 - Present
Steben & Company, Inc. June 2006 - April 2014
SEI Investments 1997 - 2004
MetLife 1990 - 1993
Skills
Alternative Investments, Asset Allocation, Series 7, Mutual Funds, Asset Management, Investment Strategies, Wealth Management, Equities, Financial Markets, Hedge Funds, Securities, Relationship Management, Portfolio Management, Investment Advisory, Series 63, Financial Analysis, Series 24, Capital Markets, Investment Management, Financial Services, ETFs, Financial Advisory, FINRA, Investments, Series 65, Separately Managed..., Retirement
Education
Colby College 1985 — 1989
Lawrence Academy
Henry Kirn Henry Kirn's SEI Investments Experience 1997 - 1999
Job Equity Research Analyst at Société Générale
Industry Financial Services
Experience
UBS March 2007 - November 2012
Lehman Brothers 2003 - 2007
Lehman Brothers 2001 - 2003
CIBC World Markets 2000 - 2000
SEI Investments 1997 - 1999
Deloitte & Touche 1993 - 1997
Skills
Hedge Funds, Equity Research, Capital Markets, Investment Banking, Fixed Income, Equities, Alternative Investments, Derivatives, Bloomberg, Valuation, Emerging Markets, Private Equity, Financial Modeling, High Yield, Financial Markets, DCF, Investments, Corporate Finance, Investment Management, Equity Valuation, Financial Analysis
Education
Columbia University - Columbia Business School 1999 — 2001
MBA
Franklin & Marshall College 1989 — 1993
BA
UBS March 2007 - November 2012
Lehman Brothers 2003 - 2007
Lehman Brothers 2001 - 2003
CIBC World Markets 2000 - 2000
SEI Investments 1997 - 1999
Deloitte & Touche 1993 - 1997
Skills
Hedge Funds, Equity Research, Capital Markets, Investment Banking, Fixed Income, Equities, Alternative Investments, Derivatives, Bloomberg, Valuation, Emerging Markets, Private Equity, Financial Modeling, High Yield, Financial Markets, DCF, Investments, Corporate Finance, Investment Management, Equity Valuation, Financial Analysis
Education
Columbia University - Columbia Business School 1999 — 2001
MBA
Franklin & Marshall College 1989 — 1993
BA
Joseph Windish, CIMA®, CFP®'s SEI Investments Experience November 1999 - December 2006
Job Director of National Accounts at WisdomTree Asset Management
Industry Financial Services
Experience
WisdomTree Asset Management January 2007 - Present
SEI Investments November 1999 - December 2006
Tenet Healthcare November 1998 - November 1999
Skills
ETFs, Separately Managed..., Series 7, Mutual Funds, Series 63, Alternative Investments, Asset Allocation, Asset Managment, Investment Strategies, Wealth Management, Investment Advisory, Series 24, Investments, Securities, Hedge Funds
Education
Delaware Valley University 1993 — 1998
Bachelor of Science (B.S.)
Archbishop Wood HS 1989 — 1993
WisdomTree Asset Management January 2007 - Present
SEI Investments November 1999 - December 2006
Tenet Healthcare November 1998 - November 1999
Skills
ETFs, Separately Managed..., Series 7, Mutual Funds, Series 63, Alternative Investments, Asset Allocation, Asset Managment, Investment Strategies, Wealth Management, Investment Advisory, Series 24, Investments, Securities, Hedge Funds
Education
Delaware Valley University 1993 — 1998
Bachelor of Science (B.S.)
Archbishop Wood HS 1989 — 1993
Roxanne Troiano Roxanne Troiano's SEI Investments Experience January 1989 - March 1994
Job Sales Executive at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group July 1997 - Present
PNC Bank March 1994 - July 1997
SEI Investments January 1989 - March 1994
USX Corporation June 1981 - March 1984
Skills
New Business Development, Strategic Thinking, Project Management, Asset Management, CRM
Education
Drexel University - LeBow College of Business
MBA, International Business
The Vanguard Group July 1997 - Present
PNC Bank March 1994 - July 1997
SEI Investments January 1989 - March 1994
USX Corporation June 1981 - March 1984
Skills
New Business Development, Strategic Thinking, Project Management, Asset Management, CRM
Education
Drexel University - LeBow College of Business
MBA, International Business
Joe Boylan's SEI Investments Experience October 2002 - February 2008
Job Vice President Sr. Investment Accounting Mgr. at The Bank of New York Mellon
Industry Financial Services
Experience
BNP Paribas Financial Services July 2010 - February 2013
Bank of New York Mellon August 2008 - July 2010
SEI Investments October 2002 - February 2008
PFPC September 2000 - September 2002
Vanguard Group August 1997 - July 2000
Skills
Fund Administration, Investments, Fund Accounting, Team Building, Fixed Income, Equities, Financial Reporting, Mutual Funds, Securities, Asset Management, Portfolio Management, Derivatives, Employee Training, Development & delivery..., Financial Analysis, Hedge Funds, Bloomberg, Alternative Investments, Finance, Fund Of Funds, Corporate Actions, Options, ETFs, Bonds, Financial Services, Management, Accounting
Education
Pennsylvania State University-Great Valley Graduate Center
Masters in Management, Business
Drexel University - College of Business and Administration
B.S., Business Administration
Monsignor Bonner HS
St. Alice
BNP Paribas Financial Services July 2010 - February 2013
Bank of New York Mellon August 2008 - July 2010
SEI Investments October 2002 - February 2008
PFPC September 2000 - September 2002
Vanguard Group August 1997 - July 2000
Skills
Fund Administration, Investments, Fund Accounting, Team Building, Fixed Income, Equities, Financial Reporting, Mutual Funds, Securities, Asset Management, Portfolio Management, Derivatives, Employee Training, Development & delivery..., Financial Analysis, Hedge Funds, Bloomberg, Alternative Investments, Finance, Fund Of Funds, Corporate Actions, Options, ETFs, Bonds, Financial Services, Management, Accounting
Education
Pennsylvania State University-Great Valley Graduate Center
Masters in Management, Business
Drexel University - College of Business and Administration
B.S., Business Administration
Monsignor Bonner HS
St. Alice
Shawn O'Neill's SEI Investments Experience March 2005 - August 2005
Job Senior Associate at AIG
Industry Insurance
Experience
AIG March 2015 - Present
Latham & Watkins July 2013 - March 2015
Allen & Overy September 2008 - July 2013
McKee Nelson May 2007 - August 2007
Japan Advisory February 2007 - May 2007
SEI Investments March 2005 - August 2005
Skills
Corporate Law, Securities Regulation, Mergers, Private Equity, Joint Ventures
Education
Cornell Law School 2005 — 2008
J.D.
Penn State University 2000 — 2004
B.S., Finance and International Business
AIG March 2015 - Present
Latham & Watkins July 2013 - March 2015
Allen & Overy September 2008 - July 2013
McKee Nelson May 2007 - August 2007
Japan Advisory February 2007 - May 2007
SEI Investments March 2005 - August 2005
Skills
Corporate Law, Securities Regulation, Mergers, Private Equity, Joint Ventures
Education
Cornell Law School 2005 — 2008
J.D.
Penn State University 2000 — 2004
B.S., Finance and International Business
Bert Dalby Bert Dalby's SEI Investments Experience March 1992 - May 1995
Job Principal at Vanguard
Industry Financial Services
Experience
Vanguard May 1995 - Present
SEI Investments March 1992 - May 1995
Procter & Gamble August 1987 - March 1992
U.S.Navy May 1981 - August 1987
Skills
Mutual Funds, Investments, Series 7, Series 63, Asset Managment, ETFs, Wealth Management, Financial Services, Asset Allocation, Portfolio Management, Equities, Retirement Planning, Investment Management, Strategic Financial..., Investment Strategies, Retirement, 401k
Education
University of Pennsylvania - The Wharton School 1985 — 1987
MBA, Marketing and Finance
Cornell University 1977 — 1981
B.S., Business
Vanguard May 1995 - Present
SEI Investments March 1992 - May 1995
Procter & Gamble August 1987 - March 1992
U.S.Navy May 1981 - August 1987
Skills
Mutual Funds, Investments, Series 7, Series 63, Asset Managment, ETFs, Wealth Management, Financial Services, Asset Allocation, Portfolio Management, Equities, Retirement Planning, Investment Management, Strategic Financial..., Investment Strategies, Retirement, 401k
Education
University of Pennsylvania - The Wharton School 1985 — 1987
MBA, Marketing and Finance
Cornell University 1977 — 1981
B.S., Business
Frank Mitchell Frank Mitchell's SEI Investments Experience 1984 - 1988
Job CEO at Coastal Affiliated Brokers, LLC
Industry Financial Services
Experience
Coastal Affiliated Brokers, LLC April 2014 - Present
Coastal Equities, Inc. February 2014 - December 2014
Clark Dodge & Co. January 2013 - February 2014
FINOPro June 2010 - December 2012
Trading Partners, Inc. June 1988 - March 2010
SEI Investments 1984 - 1988
OCC 1979 - 1982
Skills
Global Regulatory..., Electronic Trading, Strategic Planning, Risk Management, Options, Futures, Mutual Funds, Derivatives, Dodd-Frank, Evolving SEF/CCP/SDR..., Securities Trading &..., Regulatory Submissions, Regulatory Documentation, Change Management, Product Development, Trading Systems, Trade Routing, Trade Reporting, Systems Development..., Business Strategy, New Business Development, Marketing Strategy, Indexes, ETFs, Sales Management, Managed Investments, Investments, Trading, Alternative Investments, Hedge Funds, Securities, FX Options, Equity Derivatives, Investment Management, Asset Management, Bloomberg, Equity Trading, Financial Markets, Investment Strategies, Series 7, Equities, Portfolio Management, Fixed Income, Asset Allocation, Investment Banking, Capital Markets, Finance
Education
Brooklyn College
Pace University
Coastal Affiliated Brokers, LLC April 2014 - Present
Coastal Equities, Inc. February 2014 - December 2014
Clark Dodge & Co. January 2013 - February 2014
FINOPro June 2010 - December 2012
Trading Partners, Inc. June 1988 - March 2010
SEI Investments 1984 - 1988
OCC 1979 - 1982
Skills
Global Regulatory..., Electronic Trading, Strategic Planning, Risk Management, Options, Futures, Mutual Funds, Derivatives, Dodd-Frank, Evolving SEF/CCP/SDR..., Securities Trading &..., Regulatory Submissions, Regulatory Documentation, Change Management, Product Development, Trading Systems, Trade Routing, Trade Reporting, Systems Development..., Business Strategy, New Business Development, Marketing Strategy, Indexes, ETFs, Sales Management, Managed Investments, Investments, Trading, Alternative Investments, Hedge Funds, Securities, FX Options, Equity Derivatives, Investment Management, Asset Management, Bloomberg, Equity Trading, Financial Markets, Investment Strategies, Series 7, Equities, Portfolio Management, Fixed Income, Asset Allocation, Investment Banking, Capital Markets, Finance
Education
Brooklyn College
Pace University
Will Pierce's SEI Investments Experience 2006 - Present
Job Director of Professional Services
Industry Financial Services
Experience
Fascet January 2005 - Present
SEI Investments 2006 - Present
The Packer Collegiate Institute 2008 - June 2012
Susquehanna International Group 2003 - 2005
Skills
Hedge Funds, Fixed Income, Portfolio Management, Trading, Asset Managment, FX Options, Alternative Investments, Financial Markets, Trading Systems, Credit Derivatives, Wealth Management, Asset Management, Derivatives, Bloomberg, Valuation, Electronic Trading, Financial Services, Capital Markets, Equities, Options
Education
Dartmouth College 1999 — 2003
BA, Computer Science
Packer 1985 — 1999
Fascet January 2005 - Present
SEI Investments 2006 - Present
The Packer Collegiate Institute 2008 - June 2012
Susquehanna International Group 2003 - 2005
Skills
Hedge Funds, Fixed Income, Portfolio Management, Trading, Asset Managment, FX Options, Alternative Investments, Financial Markets, Trading Systems, Credit Derivatives, Wealth Management, Asset Management, Derivatives, Bloomberg, Valuation, Electronic Trading, Financial Services, Capital Markets, Equities, Options
Education
Dartmouth College 1999 — 2003
BA, Computer Science
Packer 1985 — 1999
Christopher Gibbons Christopher Gibbons's SEI Investments Experience July 2006 - March 2010
Job V.P. Unified Managed Accounts: Product Manager at PNC Bank Asset Management
Industry Financial Services
Experience
PNC Bank - Asset Management September 2010 - Present
Roman Catholic High School 1982 - 2014
Philadelphia Inquirer 2008 - 2013
SEI Investments July 2006 - March 2010
SEI Investments January 2003 - July 2006
SEI Investments January 2000 - January 2003
SEI Investments January 1997 - January 2000
SEI Trust Company January 1993 - January 1997
CORESTATES FINANCIAL CORP September 1988 - January 1993
Mellon Bank September 1981 - September 1988
Skills
Securities, Portfolio Management, Mutual Funds, Banking, Leadership, Investments, Financial Services, Asset Management, Wealth Management, Accounting, Investment Advisory, Management, Sales, Training
Education
Drexel University - College of Business and Administration 1982 — 1994
Bachelor of Science (B.S.), Accounting
Roman Catholic High School
PNC Bank - Asset Management September 2010 - Present
Roman Catholic High School 1982 - 2014
Philadelphia Inquirer 2008 - 2013
SEI Investments July 2006 - March 2010
SEI Investments January 2003 - July 2006
SEI Investments January 2000 - January 2003
SEI Investments January 1997 - January 2000
SEI Trust Company January 1993 - January 1997
CORESTATES FINANCIAL CORP September 1988 - January 1993
Mellon Bank September 1981 - September 1988
Skills
Securities, Portfolio Management, Mutual Funds, Banking, Leadership, Investments, Financial Services, Asset Management, Wealth Management, Accounting, Investment Advisory, Management, Sales, Training
Education
Drexel University - College of Business and Administration 1982 — 1994
Bachelor of Science (B.S.), Accounting
Roman Catholic High School
Justin Zochowski Justin Zochowski's SEI Investments Experience April 2012 - Present
Job Technology Director at SEI Investments
Industry Financial Services
Experience
SEI Investments April 2012 - Present
SEI Investments October 2007 - March 2012
SEI Investments June 2006 - October 2007
SEI Investments January 2003 - June 2006
SEI Investments January 2001 - January 2003
SEI Investments 1998 - 2001
Skills
Support Management, Project Management, Department Budgeting, People Skills, Experienced Business..., Microsoft SQL Server, Offshore Management, Agile Methodologies, Leadership, Disaster Recovery, Financial Services, Management, Change Management, Microsoft CRM, SharePoint, Exceptional People..., Business Analysis, Vendor Management
Education
Drexel University - LeBow College of Business 2000 — 2002
MBA, MIS & International Business
Drexel University - LeBow College of Business 1993 — 1998
Bachelor, Finance & Economics
SEI Investments April 2012 - Present
SEI Investments October 2007 - March 2012
SEI Investments June 2006 - October 2007
SEI Investments January 2003 - June 2006
SEI Investments January 2001 - January 2003
SEI Investments 1998 - 2001
Skills
Support Management, Project Management, Department Budgeting, People Skills, Experienced Business..., Microsoft SQL Server, Offshore Management, Agile Methodologies, Leadership, Disaster Recovery, Financial Services, Management, Change Management, Microsoft CRM, SharePoint, Exceptional People..., Business Analysis, Vendor Management
Education
Drexel University - LeBow College of Business 2000 — 2002
MBA, MIS & International Business
Drexel University - LeBow College of Business 1993 — 1998
Bachelor, Finance & Economics
Chuck Gulden's SEI Investments Experience May 1986 - May 1989
Job Partner at Boomerang Capital
Industry Investment Management
Experience
Boomerang Capital March 2012 - Present
Windbourne Partners January 2012 - Present
TIG Advisors, LLC October 2000 - December 2011
Hansberger Global Investors July 1996 - September 2000
Franklin Templeton Group May 1989 - June 1996
SEI Investments May 1986 - May 1989
Key Financial Systems May 1985 - May 1986
Bankers Trust July 1983 - May 1985
Skills
Hedge Funds, Alternative Investments, Asset Managment, Investor Relations, Emerging Markets, Portfolio Management, Mutual Funds, Investment Strategies, Capital Raising, Financial Advisory, Due Diligence, Financial Services, Asset Management, Fund Of Funds, Valuation, Financial Markets, Family Office, Investment Management, Investment Advisory
Education
Denison University 1979 — 1983
BA, Economics and Political Science
The Hotchkiss School 1975 — 1979
Rye Country Day School 1966 — 1975
Boomerang Capital March 2012 - Present
Windbourne Partners January 2012 - Present
TIG Advisors, LLC October 2000 - December 2011
Hansberger Global Investors July 1996 - September 2000
Franklin Templeton Group May 1989 - June 1996
SEI Investments May 1986 - May 1989
Key Financial Systems May 1985 - May 1986
Bankers Trust July 1983 - May 1985
Skills
Hedge Funds, Alternative Investments, Asset Managment, Investor Relations, Emerging Markets, Portfolio Management, Mutual Funds, Investment Strategies, Capital Raising, Financial Advisory, Due Diligence, Financial Services, Asset Management, Fund Of Funds, Valuation, Financial Markets, Family Office, Investment Management, Investment Advisory
Education
Denison University 1979 — 1983
BA, Economics and Political Science
The Hotchkiss School 1975 — 1979
Rye Country Day School 1966 — 1975
Amisha Modi's SEI Investments Experience June 2005 - March 2007
Job Sr Software Engineer at Siemens Medical
Industry Hospital & Health Care
Experience
Siemens Medical Solutions USA. March 2007 - Present
SEI Investments June 2005 - March 2007
Education
Dharmsinh Desai Institute of Technology 1994 — 1998
B.S., Computer Science
Siemens Medical Solutions USA. March 2007 - Present
SEI Investments June 2005 - March 2007
Education
Dharmsinh Desai Institute of Technology 1994 — 1998
B.S., Computer Science
Stan Ra, CFA's SEI Investments Experience January 2008 - March 2012
Job
Industry Investment Management
Experience
Mill Creek Capital Advisors, LLC March 2012 - Present
SEI Investments January 2008 - March 2012
Education
Drexel University
B.S., Finance
Mill Creek Capital Advisors, LLC March 2012 - Present
SEI Investments January 2008 - March 2012
Education
Drexel University
B.S., Finance
Christopher Arizin's SEI Investments Experience 1997 - 2008
Job Managing Director at SEI
Industry Financial Services
Experience
SEI 1997 - Present
SEI Investments 1997 - 2008
GE Medical Systems 1990 - 1997
Education
Villanova University 1992 — 1996
MBA, Commerce and Finance
Drexel University 1985 — 1990
Commerce and Engineering
Cardinal O'Hara High School 1981 — 1985
SEI 1997 - Present
SEI Investments 1997 - 2008
GE Medical Systems 1990 - 1997
Education
Villanova University 1992 — 1996
MBA, Commerce and Finance
Drexel University 1985 — 1990
Commerce and Engineering
Cardinal O'Hara High School 1981 — 1985
Baljeet Singh's SEI Investments Experience 1995 - 2004
Job President at Rulesmatix
Industry Information Technology and Services
Experience
Rulesmatix May 2010 - Present
JPMorgan Chase 2011 - 2012
Jarus Technologies November 2006 - April 2010
Fair Isaac November 2004 - November 2006
SEI Investments 1995 - 2004
NIIT Technologies 1995 - 2004
Skills
Drools, BRMS, Business Rules, Blaze Advisor, Business Process..., Content Management, Enterprise Decision..., ILOG, Rules Engines, SOA, Java Enterprise Edition, JSP, Solution Architecture, Weblogic, Tomcat, Business Process, Architectures, Websphere, ESB, WebLogic, WebSphere, Architecture
Education
Institute of Management Technology, Ghaziabad 1990 — 1993
MCA
Delhi University 1987 — 1990
BS
Kendriya Vidyalaya 1975 — 1987
10+2
Rulesmatix May 2010 - Present
JPMorgan Chase 2011 - 2012
Jarus Technologies November 2006 - April 2010
Fair Isaac November 2004 - November 2006
SEI Investments 1995 - 2004
NIIT Technologies 1995 - 2004
Skills
Drools, BRMS, Business Rules, Blaze Advisor, Business Process..., Content Management, Enterprise Decision..., ILOG, Rules Engines, SOA, Java Enterprise Edition, JSP, Solution Architecture, Weblogic, Tomcat, Business Process, Architectures, Websphere, ESB, WebLogic, WebSphere, Architecture
Education
Institute of Management Technology, Ghaziabad 1990 — 1993
MCA
Delhi University 1987 — 1990
BS
Kendriya Vidyalaya 1975 — 1987
10+2
Amisha Modi's SEI Investments Experience June 2005 - March 2007
Job Software Engineer, Sr Staff at Cerner Corporation
Industry Information Technology and Services
Experience
Cerner Corporation February 2015 - Present
Siemens Medical Solutions USA, Inc March 2007 - January 2015
SEI Investments June 2005 - March 2007
Covansys December 2004 - June 2005
Hughes Network Systems October 2000 - June 2004
Tectona SoftSolutions (Pvt) Ltd May 1998 - October 2000
Skills
Agile Methodologies, Java, ClearCase, Software Development, XML, Integration, SOA, Java Enterprise Edition, Scrum, Object Oriented Design, SDLC
Education
Dharmsinh Desai Institute of Technology 1994 — 1998
Cerner Corporation February 2015 - Present
Siemens Medical Solutions USA, Inc March 2007 - January 2015
SEI Investments June 2005 - March 2007
Covansys December 2004 - June 2005
Hughes Network Systems October 2000 - June 2004
Tectona SoftSolutions (Pvt) Ltd May 1998 - October 2000
Skills
Agile Methodologies, Java, ClearCase, Software Development, XML, Integration, SOA, Java Enterprise Edition, Scrum, Object Oriented Design, SDLC
Education
Dharmsinh Desai Institute of Technology 1994 — 1998
Jarrod Rotella PMC-III's SEI Investments Experience April 1999 - September 2005
Job Sr. Product Manager at SEI
Industry Financial Services
Experience
SEI January 2013 - Present
SEI August 2011 - December 2012
Pawsitive Pooches July 2007 - July 2011
Capital Financial Solutions February 2007 - July 2007
VisionQuest Wealth Management October 2005 - February 2007
SEI Investments April 1999 - September 2005
GlaxoSmithKline July 1996 - April 1999
Sanchez Computer Associates 1995 - 1996
Skills
Finance, Financial Services, Business Analysis, SDLC, Vendor Management, Mutual Funds, Project Management, Program Management, Portfolio Management, Investments, Wealth Management, Management, Change Management, Data Analysis, Strategy, Requirements Gathering, Business Requirements, Process Improvement, Requirements Analysis, Risk Management
Education
Robert Morris University 1992 — 1995
BSBA, Marketing, Computer Information Systems
Community College of Allegheny County 1989 — 1992
Associate of Science (A.S.), Business Administration and Management, General
SEI January 2013 - Present
SEI August 2011 - December 2012
Pawsitive Pooches July 2007 - July 2011
Capital Financial Solutions February 2007 - July 2007
VisionQuest Wealth Management October 2005 - February 2007
SEI Investments April 1999 - September 2005
GlaxoSmithKline July 1996 - April 1999
Sanchez Computer Associates 1995 - 1996
Skills
Finance, Financial Services, Business Analysis, SDLC, Vendor Management, Mutual Funds, Project Management, Program Management, Portfolio Management, Investments, Wealth Management, Management, Change Management, Data Analysis, Strategy, Requirements Gathering, Business Requirements, Process Improvement, Requirements Analysis, Risk Management
Education
Robert Morris University 1992 — 1995
BSBA, Marketing, Computer Information Systems
Community College of Allegheny County 1989 — 1992
Associate of Science (A.S.), Business Administration and Management, General
Larry Pokora's SEI Investments Experience 1991 - 1998
Job Global Head of Investor Relations and Marketing at LibreMax Capital
Industry Investment Management
Experience
LibreMax Capital, LLC August 2013 - Present
Baron Capital July 2012 - August 2013
Steel City Advisers April 2012 - June 2012
Paulson & Company January 2006 - April 2012
ASSOCIATION OF INVESTMENT MANAGEMENT SALES EXECUTIVES,INC. 2000 - 2009
Chartwell Investment Partners January 2004 - December 2005
Brandywine Global January 1999 - December 2003
SEI Investments 1991 - 1998
BNY Mellon January 1989 - January 1991
Premier Systems November 1986 - January 1989
Skills
Hedge Funds, Asset Managment, Fixed Income, Alternative Investments, Equities, Volatility, Investments, Securitization, Securities Lending, Equity Derivatives, Trading, Investor Relations, Commodity, Asset Management, Financial Services, Series 63, Securities, Bonds, Capital Markets, Derivatives, Investment Strategies, Portfolio Management, Investment Management, Private Equity, Valuation, Series 7, Asset Allocation, Emerging Markets, Mutual Funds, Options, Bloomberg, Financial Structuring, Investment Advisory, Financial Markets, Investment Banking, Fund Of Funds, ETFs, Equity Research
Education
Community College of Allegheny County 1981 — 1982
AS, Computer Science
AIM Academy
LibreMax Capital, LLC August 2013 - Present
Baron Capital July 2012 - August 2013
Steel City Advisers April 2012 - June 2012
Paulson & Company January 2006 - April 2012
ASSOCIATION OF INVESTMENT MANAGEMENT SALES EXECUTIVES,INC. 2000 - 2009
Chartwell Investment Partners January 2004 - December 2005
Brandywine Global January 1999 - December 2003
SEI Investments 1991 - 1998
BNY Mellon January 1989 - January 1991
Premier Systems November 1986 - January 1989
Skills
Hedge Funds, Asset Managment, Fixed Income, Alternative Investments, Equities, Volatility, Investments, Securitization, Securities Lending, Equity Derivatives, Trading, Investor Relations, Commodity, Asset Management, Financial Services, Series 63, Securities, Bonds, Capital Markets, Derivatives, Investment Strategies, Portfolio Management, Investment Management, Private Equity, Valuation, Series 7, Asset Allocation, Emerging Markets, Mutual Funds, Options, Bloomberg, Financial Structuring, Investment Advisory, Financial Markets, Investment Banking, Fund Of Funds, ETFs, Equity Research
Education
Community College of Allegheny County 1981 — 1982
AS, Computer Science
AIM Academy
Martin McKenzie's SEI Investments Experience July 2006 - October 2007
Job Finance Director, Willistown Township, Chester County, PA
Industry Government Administration
Experience
Willistown Township March 2013 - Present
Sharp Clinical Services, Inc. October 2007 - March 2013
SEI Investments July 2006 - October 2007
Wetherill Associates Inc 2005 - 2006
United Technologies 2002 - 2005
Rohm and Haas 2000 - 2002
Crown Cork & Seal 1989 - 2000
Skills
Accounting, Auditing, Consolidation, Cost Accounting, Finance, Financial Accounting, Financial Analysis, Financial Reporting, Forecasting, GAAP, Internal Controls, Leadership, Managerial Finance, Operations Management, Process Improvement, Sarbanes-Oxley Act, Supply Chain, Variance Analysis
Education
DeSales University 2003 — 2006
La Salle University 1985 — 1989
BS, Accounting
Willistown Township March 2013 - Present
Sharp Clinical Services, Inc. October 2007 - March 2013
SEI Investments July 2006 - October 2007
Wetherill Associates Inc 2005 - 2006
United Technologies 2002 - 2005
Rohm and Haas 2000 - 2002
Crown Cork & Seal 1989 - 2000
Skills
Accounting, Auditing, Consolidation, Cost Accounting, Finance, Financial Accounting, Financial Analysis, Financial Reporting, Forecasting, GAAP, Internal Controls, Leadership, Managerial Finance, Operations Management, Process Improvement, Sarbanes-Oxley Act, Supply Chain, Variance Analysis
Education
DeSales University 2003 — 2006
La Salle University 1985 — 1989
BS, Accounting
Laurie (Doherty) McDonough's SEI Investments Experience August 1999 - May 2000
Job Director of Operations and Performance at Conestoga Capital Advisors
Industry Financial Services
Experience
Conestoga Capital Advisors January 2002 - December 2008
Chartwell Investment Partners February 2001 - January 2002
Martindale Andres & Co. May 2000 - January 2001
SEI Investments August 1999 - May 2000
SEI Investments October 1997 - August 1999
Education
Clarion University of Pennsylvania 1993 — 1997
Bachelor of Science, Finance
Conestoga Capital Advisors January 2002 - December 2008
Chartwell Investment Partners February 2001 - January 2002
Martindale Andres & Co. May 2000 - January 2001
SEI Investments August 1999 - May 2000
SEI Investments October 1997 - August 1999
Education
Clarion University of Pennsylvania 1993 — 1997
Bachelor of Science, Finance
Frank Hautzinger's SEI Investments Experience 1988 - 1999
Job Virtualization engineer at Sungard
Industry Financial Services
Experience
SunGard July 2003 - Present
SunGard July 2003 - Present
SunGard July 2003 - Present
SunGard 2003 - Present
Programmers Investment Corp 1999 - 2003
SEI Investments 1988 - 1999
Education
DePaul University 1990 — 1994
SunGard July 2003 - Present
SunGard July 2003 - Present
SunGard July 2003 - Present
SunGard 2003 - Present
Programmers Investment Corp 1999 - 2003
SEI Investments 1988 - 1999
Education
DePaul University 1990 — 1994
Sandy Crawford's SEI Investments Experience May 1997 - September 1998
Job Director, Client Relationships: Partnering with Corporates to Manage Financial Risks Effectively
Industry Financial Services
Experience
Chatham Financial Corp September 1998 - Present
SEI Investments May 1997 - September 1998
Your Best Interest Financial Services January 1997 - April 1997
Dupont January 1990 - July 1990
Skills
Hedging, Hedge Accounting, CRM, Financial Instruments, Derivatives, Financial Analysis, Business Development, Strengthening Client..., New Business Development, Interest Rate..., Risk Management, FX Options, FX Hedging, Valuation, Financial Risk, Strategy
Education
Drexel University - LeBow College of Business 1994 — 1996
Bachelors
Penn State University 1987 — 1990
West Morris Mendham High School 1983 — 1987
H.S. Diploma
Chatham Financial Corp September 1998 - Present
SEI Investments May 1997 - September 1998
Your Best Interest Financial Services January 1997 - April 1997
Dupont January 1990 - July 1990
Skills
Hedging, Hedge Accounting, CRM, Financial Instruments, Derivatives, Financial Analysis, Business Development, Strengthening Client..., New Business Development, Interest Rate..., Risk Management, FX Options, FX Hedging, Valuation, Financial Risk, Strategy
Education
Drexel University - LeBow College of Business 1994 — 1996
Bachelors
Penn State University 1987 — 1990
West Morris Mendham High School 1983 — 1987
H.S. Diploma
Jack May's SEI Investments Experience 1991 - 2006
Job Private Investor & Consultant to High Growth Companies
Industry Venture Capital & Private Equity
Experience
Gemini Capital Group, LLC March 2006 - Present
Wharton Small Business Development Center 2008 - Present
Drexel University's LeBow College of Business 2004 - 2008
SEI Investments 1991 - 2006
Johnson & Johnson 1988 - 1991
Nabisco 1986 - 1989
Education
University of Pennsylvania - The Wharton School 1984 — 1985
Master of Business Administration (MBA)
Drexel University - LeBow College of Business 1977 — 1981
BS, Business & Adminstration
Upper Dublin High School 1974 — 1977
HS Diploma
Gemini Capital Group, LLC March 2006 - Present
Wharton Small Business Development Center 2008 - Present
Drexel University's LeBow College of Business 2004 - 2008
SEI Investments 1991 - 2006
Johnson & Johnson 1988 - 1991
Nabisco 1986 - 1989
Education
University of Pennsylvania - The Wharton School 1984 — 1985
Master of Business Administration (MBA)
Drexel University - LeBow College of Business 1977 — 1981
BS, Business & Adminstration
Upper Dublin High School 1974 — 1977
HS Diploma
Dana Schultz's SEI Investments Experience 2003 - 2005
Job Manager, Portfolio Compliance at Brandywine Global Investment Management
Industry Financial Services
Experience
Brandywine Global Investment Management 2012 - Present
Brandywine Global 2007 - 2012
Brandywine Global June 2005 - July 2007
SEI Investments 2003 - 2005
SEI Investments 2000 - 2003
Education
Drexel University - LeBow College of Business 2002 — 2004
MBA
Shippensburg University of Pennsylvania 1995 — 1999
BS, Finance
Brandywine Global Investment Management 2012 - Present
Brandywine Global 2007 - 2012
Brandywine Global June 2005 - July 2007
SEI Investments 2003 - 2005
SEI Investments 2000 - 2003
Education
Drexel University - LeBow College of Business 2002 — 2004
MBA
Shippensburg University of Pennsylvania 1995 — 1999
BS, Finance
Brian P. Galm's SEI Investments Experience March 2011 - Present
Job CA Manager at SEI Investments
Industry Financial Services
Experience
SEI Investments March 2011 - Present
SEI August 2008 - March 2011
SEI August 2006 - October 2008
SEI June 2007 - August 2008
Skills
Fixed Income, Mutual Funds, Analysis, Management, Corporate Actions, Account Reconciliation, Training, Securities, Investments, Budgets, Mergers & Acquisitions, Financial Risk, Options, Bloomberg, Hedge Funds, Banking, Portfolio Management, Equities, Asset Management, Financial Services, Alternative Investments
Education
Drexel University - LeBow College of Business 2010 — 2011
ABC, Advanced Business Certification - Entrepreneurship
Villanova University 2009 — 2009
PMP, Project Management Professional Program
Saint Joseph's University - Erivan K. Haub School of Business 2007 — 2008
Masters in Finance
West Chester University of Pennsylvania 2005 — 2007
MBA
West Chester University of Pennsylvania 1999 — 2003
BS, Management/Finance
SEI Investments March 2011 - Present
SEI August 2008 - March 2011
SEI August 2006 - October 2008
SEI June 2007 - August 2008
Skills
Fixed Income, Mutual Funds, Analysis, Management, Corporate Actions, Account Reconciliation, Training, Securities, Investments, Budgets, Mergers & Acquisitions, Financial Risk, Options, Bloomberg, Hedge Funds, Banking, Portfolio Management, Equities, Asset Management, Financial Services, Alternative Investments
Education
Drexel University - LeBow College of Business 2010 — 2011
ABC, Advanced Business Certification - Entrepreneurship
Villanova University 2009 — 2009
PMP, Project Management Professional Program
Saint Joseph's University - Erivan K. Haub School of Business 2007 — 2008
Masters in Finance
West Chester University of Pennsylvania 2005 — 2007
MBA
West Chester University of Pennsylvania 1999 — 2003
BS, Management/Finance
Tim Acree's SEI Investments Experience 2008 - 2009
Job Analyst at Franklin Park
Industry Financial Services
Experience
Franklin Park March 2013 - Present
SEI January 2013 - March 2013
SEI May 2009 - January 2013
SEI Investments 2008 - 2009
SEI Investments July 2007 - 2008
Education
Denison University 2003 — 2007
Franklin Park March 2013 - Present
SEI January 2013 - March 2013
SEI May 2009 - January 2013
SEI Investments 2008 - 2009
SEI Investments July 2007 - 2008
Education
Denison University 2003 — 2007
Rodney A. Lumpkin, CFA's SEI Investments Experience March 2009 - Present
Job Portfolio Manager Private Market Strategies SEI Investments
Industry Investment Management
Experience
SEI Investments March 2009 - Present
PricewaterhouseCoopers August 2005 - March 2009
Hirtle, Callaghan & Co. 2001 - 2003
Skills
Private Equity, Asset Allocation, Alternative Investments, Investment Advisory, Asset Management, Portfolio Management, Investments
Education
IESE Business School 2005 — 2005
MBA
Cornell University - Johnson Graduate School of Management 2003 — 2005
University of Georgia - Terry College of Business 1995 — 1998
BBA, Finance
SEI Investments March 2009 - Present
PricewaterhouseCoopers August 2005 - March 2009
Hirtle, Callaghan & Co. 2001 - 2003
Skills
Private Equity, Asset Allocation, Alternative Investments, Investment Advisory, Asset Management, Portfolio Management, Investments
Education
IESE Business School 2005 — 2005
MBA
Cornell University - Johnson Graduate School of Management 2003 — 2005
University of Georgia - Terry College of Business 1995 — 1998
BBA, Finance
Andrea Schwindt's SEI Investments Experience October 2003 - Present
Job Legal Services Manager at SEI
Industry Financial Services
Experience
SEI Investments October 2003 - Present
SEI May 2000 - October 2003
Education
Dickinson Law 1999 — 2001
Penn State University 1995 — 1999
SEI Investments October 2003 - Present
SEI May 2000 - October 2003
Education
Dickinson Law 1999 — 2001
Penn State University 1995 — 1999
Bhaven Shah's SEI Investments Experience April 2004 - September 2006
Job Sr. Accountant at Broder Bros., Co.
Industry Accounting
Experience
Broder Bros., Co. October 2009 - Present
Accounts Serve, LLC January 2006 - Present
Viteos September 2006 - June 2009
SEI Investments April 2004 - September 2006
TD Bank (Formerly Commerce Bank N.A.) August 2000 - April 2004
Skills
Accounting, Financial Analysis, Account Reconciliation, Accounts Payable, Finance, General Ledger, Analysis, Budgets, Payroll, Management, Consolidation, Sarbanes-Oxley Act, Auditing, Internal Controls, Internal Audit, Financial Statements, Cash Flow, Financial Reporting, Valuation, Financial Services, Accruals, Financial Accounting
Education
Philadelphia University 2004 — 2005
Master of Business Administration (M.B.A.), Finance
Drexel University 2000 — 2003
BS, Business Administration
Broder Bros., Co. October 2009 - Present
Accounts Serve, LLC January 2006 - Present
Viteos September 2006 - June 2009
SEI Investments April 2004 - September 2006
TD Bank (Formerly Commerce Bank N.A.) August 2000 - April 2004
Skills
Accounting, Financial Analysis, Account Reconciliation, Accounts Payable, Finance, General Ledger, Analysis, Budgets, Payroll, Management, Consolidation, Sarbanes-Oxley Act, Auditing, Internal Controls, Internal Audit, Financial Statements, Cash Flow, Financial Reporting, Valuation, Financial Services, Accruals, Financial Accounting
Education
Philadelphia University 2004 — 2005
Master of Business Administration (M.B.A.), Finance
Drexel University 2000 — 2003
BS, Business Administration
Mona Ved Tongia's SEI Investments Experience September 2006 - October 2008
Job Sr. Technical Data Analyst at Intuit
Industry Information Technology and Services
Experience
Intuit October 2013 - Present
Shutterfly Inc. January 2013 - October 2013
Kabam April 2011 - January 2013
Google November 2010 - April 2011
PayPal February 2010 - November 2010
SEI Investments September 2006 - October 2008
Tata Consultancy Services 2004 - 2008
GE Infrastructure (Water & Process Technology) January 2004 - February 2006
Skills
Oracle, Data Warehousing, SQL, PL/SQL, Databases, Data Modeling, Agile Methodologies, Requirements Analysis, Business Intelligence, Software Project..., Unix, SDLC
Education
Devi Ahilya Vishwavidyalaya 1998 — 2004
MCA
Intuit October 2013 - Present
Shutterfly Inc. January 2013 - October 2013
Kabam April 2011 - January 2013
Google November 2010 - April 2011
PayPal February 2010 - November 2010
SEI Investments September 2006 - October 2008
Tata Consultancy Services 2004 - 2008
GE Infrastructure (Water & Process Technology) January 2004 - February 2006
Skills
Oracle, Data Warehousing, SQL, PL/SQL, Databases, Data Modeling, Agile Methodologies, Requirements Analysis, Business Intelligence, Software Project..., Unix, SDLC
Education
Devi Ahilya Vishwavidyalaya 1998 — 2004
MCA
Bill Sadoo's SEI Investments Experience 2001 - 2006
Job Operator at Sadoo Racing Services LLC
Industry Sports
Experience
Sadoo Racing Services LLC July 2014 - Present
Orangefield Columbus February 2009 - June 2014
Orangefield Columbus May 2007 - May 2009
SEI Investments 2001 - 2006
Penn National Gaming 1999 - 2001
Skills
Alternative Investments, Fund Accounting, Hedge Funds, Financial Reporting, Fund Administration, Securities, Microsoft Excel, Fund Of Funds, Mutual Funds, Accounting, Finance, Equities
Education
Clemson University - College of Business and Behavioral Science
Sadoo Racing Services LLC July 2014 - Present
Orangefield Columbus February 2009 - June 2014
Orangefield Columbus May 2007 - May 2009
SEI Investments 2001 - 2006
Penn National Gaming 1999 - 2001
Skills
Alternative Investments, Fund Accounting, Hedge Funds, Financial Reporting, Fund Administration, Securities, Microsoft Excel, Fund Of Funds, Mutual Funds, Accounting, Finance, Equities
Education
Clemson University - College of Business and Behavioral Science
Rajat Babbar's SEI Investments Experience June 1998 - August 2001
Job Partner, Quantitative and Fundamental Analyst
Industry Investment Management
Experience
Copper Rock Capital Partners October 2009 - Present
Ocean State Asset Management August 2001 - September 2009
SEI Investments June 1998 - August 2001
Education
University of Illinois at Urbana-Champaign
MBA, finance
Delhi College of Engineering 1991 — 1995
B.E. (Hons)
Copper Rock Capital Partners October 2009 - Present
Ocean State Asset Management August 2001 - September 2009
SEI Investments June 1998 - August 2001
Education
University of Illinois at Urbana-Champaign
MBA, finance
Delhi College of Engineering 1991 — 1995
B.E. (Hons)
Elysa Weiss's SEI Investments Experience September 1990 - August 1992
Job Senior Grants and Contract Specialist at Temple University
Industry Higher Education
Experience
Temple University March 2015 - Present
The 21st Century Partnership for STEM Education October 2009 - January 2015
La Salle University December 2003 - November 2009
Bryn Mawr College September 1993 - August 2003
SEI Investments September 1990 - August 1992
Liberty Technologies 1991 - 1992
Skills
Higher Education, Non-profits, Program Development, Staff Development, Research, Public Speaking, Purchasing Processes, Large Budget Management, Nonprofits, Adult Education, Student Affairs, Student Development, Leadership, Data Analysis, Leadership Development, Fundraising, Community Outreach, Curriculum Design, Budgets, Grant Writing, Higher Education..., Analysis, Workshop Facilitation
Education
Drexel University 1981 — 1982
MBA, Financial Management
Temple University 1978 — 1980
Bachelor of Business Administration (BBA), Finance minor in Computer Science
Temple University March 2015 - Present
The 21st Century Partnership for STEM Education October 2009 - January 2015
La Salle University December 2003 - November 2009
Bryn Mawr College September 1993 - August 2003
SEI Investments September 1990 - August 1992
Liberty Technologies 1991 - 1992
Skills
Higher Education, Non-profits, Program Development, Staff Development, Research, Public Speaking, Purchasing Processes, Large Budget Management, Nonprofits, Adult Education, Student Affairs, Student Development, Leadership, Data Analysis, Leadership Development, Fundraising, Community Outreach, Curriculum Design, Budgets, Grant Writing, Higher Education..., Analysis, Workshop Facilitation
Education
Drexel University 1981 — 1982
MBA, Financial Management
Temple University 1978 — 1980
Bachelor of Business Administration (BBA), Finance minor in Computer Science
Bonnie Jean MacDermotRoe's SEI Investments Experience January 2004 - Present
Job Experienced Business Analyst
Industry Financial Services
Experience
SEI Investments January 2004 - Present
Prudential-Bache International Ltd. May 2003 - September 2003
ITG April 1998 - December 2002
Skills
Requirements Analysis, Financial Services, Business Requirements, Management, Analysis, Middle Office, Software Documentation, Financial Risk, Project Planning, Trading, Back Office, Business Process..., Securities, Equities, Business Analysis, SDLC
Education
Columbia University - Columbia Business School 1974 — 1976
MBA, International Business, Marketing
Michigan State University 1969 — 1973
BS, Business - Retailing
SEI Investments January 2004 - Present
Prudential-Bache International Ltd. May 2003 - September 2003
ITG April 1998 - December 2002
Skills
Requirements Analysis, Financial Services, Business Requirements, Management, Analysis, Middle Office, Software Documentation, Financial Risk, Project Planning, Trading, Back Office, Business Process..., Securities, Equities, Business Analysis, SDLC
Education
Columbia University - Columbia Business School 1974 — 1976
MBA, International Business, Marketing
Michigan State University 1969 — 1973
BS, Business - Retailing
Roy Pepito's SEI Investments Experience Professional ServicesSEI Corporation Oaks, PA 194561991 - Present
Job Technical client service Representative at SEI Investments
Industry Fishery
Experience
SEI Investments Professional ServicesSEI Corporation Oaks, PA 194561991 - Present
SEI 1990 - Present
Skills
Mutual Funds, Microsoft Excel, Investments, Business Analysis, Wealth Management, Portfolio Management, Financial Services, Strategic Planning, Process Improvement, Change Management, Banking, Financial Analysis, Client Service Oriented
Education
Drexel University
SEI Investments Professional ServicesSEI Corporation Oaks, PA 194561991 - Present
SEI 1990 - Present
Skills
Mutual Funds, Microsoft Excel, Investments, Business Analysis, Wealth Management, Portfolio Management, Financial Services, Strategic Planning, Process Improvement, Change Management, Banking, Financial Analysis, Client Service Oriented
Education
Drexel University
Glenn Terlecky's SEI Investments Experience 1991 - 1997
Job Material Cost / Business Analyst at the Boeing Company
Industry Defense & Space
Experience
The Boeing Company July 2010 - Present
IMS Health 2008 - 2010
First Data Corporation 1997 - 2008
Concord EFS 1999 - 2004
Electronic Payment Services 1997 - 1999
SEI Investments 1991 - 1997
Delaware Management Company 1985 - 1991
Manufacturers Hanover Financial Services 1980 - 1985
Skills
Financial Analysis, Financial Modeling, Risk Management, Financial Risk, Forecasting, Analysis, Budgets, Accounts Payable, Finance, Financial Reporting, Accounting, Internal Controls, Financial Accounting, Process Improvement, Management, Change Management, Leadership
Education
Drexel University - LeBow College of Business 1975 — 1980
BSBA, Accounting / Finance
The Boeing Company July 2010 - Present
IMS Health 2008 - 2010
First Data Corporation 1997 - 2008
Concord EFS 1999 - 2004
Electronic Payment Services 1997 - 1999
SEI Investments 1991 - 1997
Delaware Management Company 1985 - 1991
Manufacturers Hanover Financial Services 1980 - 1985
Skills
Financial Analysis, Financial Modeling, Risk Management, Financial Risk, Forecasting, Analysis, Budgets, Accounts Payable, Finance, Financial Reporting, Accounting, Internal Controls, Financial Accounting, Process Improvement, Management, Change Management, Leadership
Education
Drexel University - LeBow College of Business 1975 — 1980
BSBA, Accounting / Finance
Ankush Chugh's SEI Investments Experience January 2008 - March 2011
Job Performance Architect/Project Manager
Industry Computer Software
Experience
Citi March 2011 - Present
Tata Consultancy Services 2010 - March 2011
SEI Investments January 2008 - March 2011
TCS/SEI January 2007 - March 2011
SEI Investments 2006 - 2009
Societe Generale/TCS 2004 - 2005
TCS 2001 - 2004
Skills
Software Project..., Performance Management, Performance Tuning, Payments, Agile Project Management, Wealth Management, Performance Analysis, Project Planning, LoadRunner, Unix Shell Scripting, Technical Architecture, Process Development, Customer Engagement, Banking, C++, Full SDLC, Technical Presentations, Technical Project..., PL/SQL, Weblogic, Wily Introscope, EAI, Payment Processing, Mobile Payments, Software Development..., Solution Architecture, Performance Testing, Project Management, Integration, Business Development, Analysis, Application Architecture, Software Development, Solaris, IT Strategy, Performance Engineering, Test Planning, Pre-sales, Program Management, SWIFT messaging, Testing, Management, Enterprise Architecture, Unix, Quality Center, CitiDirect, Requirements Analysis, SOA, Business Requirements, SDLC
Education
Delhi College of Engineering 2000 — 2001
M.E., Computer
University of Rajasthan 1996 — 2000
B.E., Electrical
st. pauls school,Kota 1983 — 1995
high school
Citi March 2011 - Present
Tata Consultancy Services 2010 - March 2011
SEI Investments January 2008 - March 2011
TCS/SEI January 2007 - March 2011
SEI Investments 2006 - 2009
Societe Generale/TCS 2004 - 2005
TCS 2001 - 2004
Skills
Software Project..., Performance Management, Performance Tuning, Payments, Agile Project Management, Wealth Management, Performance Analysis, Project Planning, LoadRunner, Unix Shell Scripting, Technical Architecture, Process Development, Customer Engagement, Banking, C++, Full SDLC, Technical Presentations, Technical Project..., PL/SQL, Weblogic, Wily Introscope, EAI, Payment Processing, Mobile Payments, Software Development..., Solution Architecture, Performance Testing, Project Management, Integration, Business Development, Analysis, Application Architecture, Software Development, Solaris, IT Strategy, Performance Engineering, Test Planning, Pre-sales, Program Management, SWIFT messaging, Testing, Management, Enterprise Architecture, Unix, Quality Center, CitiDirect, Requirements Analysis, SOA, Business Requirements, SDLC
Education
Delhi College of Engineering 2000 — 2001
M.E., Computer
University of Rajasthan 1996 — 2000
B.E., Electrical
st. pauls school,Kota 1983 — 1995
high school
Chris Hadjinian's SEI Investments Experience October 2006 - July 2010
Job System Engineer at Evolve IP
Industry Information Technology and Services
Experience
Evolve IP July 2010 - Present
SEI Investments October 2006 - July 2010
Canon Technology Solutions October 2005 - October 2006
Skills
Cisco Technologies, VoIP, VPN, Troubleshooting, Active Directory, Switches, Cloud Computing, Networking, Telecommunications, Call Center, Virtualization, Firewalls
Education
Delaware County Community College
Associates, Network Engineer
Evolve IP July 2010 - Present
SEI Investments October 2006 - July 2010
Canon Technology Solutions October 2005 - October 2006
Skills
Cisco Technologies, VoIP, VPN, Troubleshooting, Active Directory, Switches, Cloud Computing, Networking, Telecommunications, Call Center, Virtualization, Firewalls
Education
Delaware County Community College
Associates, Network Engineer
Daniel Lavelle's SEI Investments Experience July 2007 - December 2012
Job Relationship Manager, Private Banking at SEI
Industry Financial Services
Experience
SEI October 2012 - Present
SEI Investments July 2007 - December 2012
SEI July 2007 - April 2010
Millett Enterprises March 2005 - June 2007
McNeil Consumer & Specialty Pharmaceuticals September 2005 - March 2006
DuPont September 2004 - March 2005
Skills
Portfolio Management, Product Development, Customer Relations, Excel, Asset Management, Word, Microsoft Office, Business Analysis, New Business Development, Account Management, PowerPoint, Sales Management, Public Speaking, Product Management, Investments, Event Planning, Financial Analysis, Outlook, Customer Service, Microsoft Excel, Financial Services, Management, Risk Management
Education
Villanova University 2011 — 2015
Master of Business Administration (M.B.A.), Finance, Strategic Management
Drexel University 2002 — 2007
BS, Marketing
Drexel University - College of Business and Administration 2002 — 2007
Bachelor of Science (B.S.), Marketing
Dunmore High School 1999 — 2002
Diploma
SEI October 2012 - Present
SEI Investments July 2007 - December 2012
SEI July 2007 - April 2010
Millett Enterprises March 2005 - June 2007
McNeil Consumer & Specialty Pharmaceuticals September 2005 - March 2006
DuPont September 2004 - March 2005
Skills
Portfolio Management, Product Development, Customer Relations, Excel, Asset Management, Word, Microsoft Office, Business Analysis, New Business Development, Account Management, PowerPoint, Sales Management, Public Speaking, Product Management, Investments, Event Planning, Financial Analysis, Outlook, Customer Service, Microsoft Excel, Financial Services, Management, Risk Management
Education
Villanova University 2011 — 2015
Master of Business Administration (M.B.A.), Finance, Strategic Management
Drexel University 2002 — 2007
BS, Marketing
Drexel University - College of Business and Administration 2002 — 2007
Bachelor of Science (B.S.), Marketing
Dunmore High School 1999 — 2002
Diploma
Annmarie Wilson Tosh's SEI Investments Experience 2010 - Present
Job Business Analyst at SEI
Industry Financial Services
Anthony DiTomo's SEI Investments Experience August 2005 - September 2006
Job Vice President at BTIG, LLC
Industry Financial Services
Experience
BTIG, LLC December 2011 - Present
AQR Capital Management September 2006 - December 2011
SEI Investments August 2005 - September 2006
Lazard Asset Management June 2004 - August 2005
Skills
Series 7, Hedge Funds, Securities, Investments, Valuation, FX Options, Bonds, Account Reconciliation, Prime Brokerage, Corporate Actions, Accounting, Back Office, Business Analysis, Alternative Investments, Fixed Income, Derivatives, CDS, Options, Collateral Management, Equity Derivatives, ETFs, Asset Allocation, Equities, Bloomberg, Mutual Funds, Trading Systems, Financial Analysis, Trading, Asset Management, Finance
Education
Drexel University 1999 — 2004
B.S. in Business Administration, Concentration in Economics
Drexel University - LeBow College of Business 1999 — 2004
BTIG, LLC December 2011 - Present
AQR Capital Management September 2006 - December 2011
SEI Investments August 2005 - September 2006
Lazard Asset Management June 2004 - August 2005
Skills
Series 7, Hedge Funds, Securities, Investments, Valuation, FX Options, Bonds, Account Reconciliation, Prime Brokerage, Corporate Actions, Accounting, Back Office, Business Analysis, Alternative Investments, Fixed Income, Derivatives, CDS, Options, Collateral Management, Equity Derivatives, ETFs, Asset Allocation, Equities, Bloomberg, Mutual Funds, Trading Systems, Financial Analysis, Trading, Asset Management, Finance
Education
Drexel University 1999 — 2004
B.S. in Business Administration, Concentration in Economics
Drexel University - LeBow College of Business 1999 — 2004
Dave Colajezzi's SEI Investments Experience March 2004 - March 2006
Job Internal Audit Director at BNY Mellon
Industry Financial Services
Experience
CIBC Mellon October 2011 - Present
BNY Mellon July 2010 - October 2011
PNC Financial Services Group March 2006 - July 2010
SEI Investments March 2004 - March 2006
SEI Investments 2000 - 2004
Janus 1994 - 2000
Skills
Mutual Funds, Internal Audit, Financial Services, Process Improvement, Management, Financial Reporting, Risk Management, Internal Audit..., Board/Audit Committee..., Risk Assessment, Investment/Asset..., Internal Audit..., Training and Development, Corporate Governance, Information Security, Regulatory Compliance
Education
University of Phoenix 1991 — 1993
MA ED, Adult Education
Columbia College 1988 — 1991
BS, Busness
CIBC Mellon October 2011 - Present
BNY Mellon July 2010 - October 2011
PNC Financial Services Group March 2006 - July 2010
SEI Investments March 2004 - March 2006
SEI Investments 2000 - 2004
Janus 1994 - 2000
Skills
Mutual Funds, Internal Audit, Financial Services, Process Improvement, Management, Financial Reporting, Risk Management, Internal Audit..., Board/Audit Committee..., Risk Assessment, Investment/Asset..., Internal Audit..., Training and Development, Corporate Governance, Information Security, Regulatory Compliance
Education
University of Phoenix 1991 — 1993
MA ED, Adult Education
Columbia College 1988 — 1991
BS, Busness
Joseph Weir's SEI Investments Experience 1993 - 2005
Job Implementation and Integration Specialist at SaaS Solutions LLC
Industry Marketing and Advertising
Experience
SaaS Solutions LLC 2011 - Present
Independent Contracting Services 2008 - September 2011
Nationwide Financial 2006 - 2007
SEI Investments 1993 - 2005
SEI 1992 - 2005
Skills
Product Management
Education
Free Code Camp 2015 — 2016
Full Stack Web Development, Computer Software Engineering
Saint Joseph's University 1997 — 2001
MBA, Information Systems
Saint Joseph's University 1991 — 1992
Bachelor’s Degree, Marketing
Dickinson College 1988 — 1991
English
SaaS Solutions LLC 2011 - Present
Independent Contracting Services 2008 - September 2011
Nationwide Financial 2006 - 2007
SEI Investments 1993 - 2005
SEI 1992 - 2005
Skills
Product Management
Education
Free Code Camp 2015 — 2016
Full Stack Web Development, Computer Software Engineering
Saint Joseph's University 1997 — 2001
MBA, Information Systems
Saint Joseph's University 1991 — 1992
Bachelor’s Degree, Marketing
Dickinson College 1988 — 1991
English
Daniel Lennick's SEI Investments Experience October 2000 - October 2005
Job Director II at BNY Mellon
Industry Financial Services
Experience
BNY Mellon Alternative Investment Services October 2005 - Present
SEI Investments October 2000 - October 2005
PFPC 1998 - 2000
AIG 1996 - 1998
Skills
Fund Of Funds, Mutual Funds, Financial Services, Equities, Fund Accounting, Securities, Alternative Investments, Fund Administration, Hedge Funds, Bloomberg, Global Custody, Asset Management, Fixed Income, Derivatives, Investments, Asset Allocation, Private Equity, Back Office, Financial Markets, Cash Management, Wealth Management, Capital Markets, Portfolio Management, Options
Education
Wilmington University 1994 — 1996
Master's, Business Administration
Drexel University - LeBow College of Business 1988 — 1993
BNY Mellon Alternative Investment Services October 2005 - Present
SEI Investments October 2000 - October 2005
PFPC 1998 - 2000
AIG 1996 - 1998
Skills
Fund Of Funds, Mutual Funds, Financial Services, Equities, Fund Accounting, Securities, Alternative Investments, Fund Administration, Hedge Funds, Bloomberg, Global Custody, Asset Management, Fixed Income, Derivatives, Investments, Asset Allocation, Private Equity, Back Office, Financial Markets, Cash Management, Wealth Management, Capital Markets, Portfolio Management, Options
Education
Wilmington University 1994 — 1996
Master's, Business Administration
Drexel University - LeBow College of Business 1988 — 1993
Paul Hannon's SEI Investments Experience September 2006 - March 2007
Job Leader Driven by Analytics, People, and Process
Industry Entertainment
Experience
SLS Las Vegas September 2015 - Present
SLS Las Vegas January 2015 - September 2015
Revel Entertainment January 2014 - September 2014
Revel Entertainment March 2012 - December 2013
parx casino April 2008 - March 2012
SEI Investments September 2006 - March 2007
Skills
Analysis, Industry Analysis, Data Analysis, Financial Analysis, Web Analytics, Customer Relations, Customer Experience, Online Marketing, Database Marketing, Database Management, Event Planning, Event Management, Market Research, Multi-channel Marketing, Direct Marketing, Segmentation, Advertising, Casino, Business Analysis, Strategic Planning, Marketing Strategy, Competitive Analysis, Business Intelligence, Casino Marketing, Data Warehousing, Microsoft SQL Server, Casino Gaming, Hotel Administration, Operations Management, Customer Service, Database Admin, Gaming Industry, Strategic Financial..., Budget Forecasts, Gaming, Relationship Marketing, Loyalty Marketing, VIP, Strategy, Entertainment, Hospitality Management, Analytics
Education
Drexel University 2003 — 2008
Bachelor's Degree, Business Administration and Finance
SLS Las Vegas September 2015 - Present
SLS Las Vegas January 2015 - September 2015
Revel Entertainment January 2014 - September 2014
Revel Entertainment March 2012 - December 2013
parx casino April 2008 - March 2012
SEI Investments September 2006 - March 2007
Skills
Analysis, Industry Analysis, Data Analysis, Financial Analysis, Web Analytics, Customer Relations, Customer Experience, Online Marketing, Database Marketing, Database Management, Event Planning, Event Management, Market Research, Multi-channel Marketing, Direct Marketing, Segmentation, Advertising, Casino, Business Analysis, Strategic Planning, Marketing Strategy, Competitive Analysis, Business Intelligence, Casino Marketing, Data Warehousing, Microsoft SQL Server, Casino Gaming, Hotel Administration, Operations Management, Customer Service, Database Admin, Gaming Industry, Strategic Financial..., Budget Forecasts, Gaming, Relationship Marketing, Loyalty Marketing, VIP, Strategy, Entertainment, Hospitality Management, Analytics
Education
Drexel University 2003 — 2008
Bachelor's Degree, Business Administration and Finance
Trevoye Murphy's SEI Investments Experience August 2015 - Present
Job Trust Officer at SEI Investments
Industry Financial Services
Experience
SEI Investments August 2015 - Present
Cavanaugh's Corp. May 2007 - May 2011
SEI Investments 1998 - 2007
Skills
Accounting, Financial Analysis, Auditing, Internal Controls, Financial Accounting, Tax, Financial Modeling, Due Diligence, SEC filings, Private Equity, Finance, Corporate Finance, Investments, Account Reconciliation, Internal Audit
Education
Drexel University
SEI Investments August 2015 - Present
Cavanaugh's Corp. May 2007 - May 2011
SEI Investments 1998 - 2007
Skills
Accounting, Financial Analysis, Auditing, Internal Controls, Financial Accounting, Tax, Financial Modeling, Due Diligence, SEC filings, Private Equity, Finance, Corporate Finance, Investments, Account Reconciliation, Internal Audit
Education
Drexel University
Mark Gadson's SEI Investments Experience July 2006 - February 2009
Job Executive Director of Major and Planned Gifts at Ursinus College
Industry Education Management
Experience
Ursinus College November 2011 - Present
Washington College July 2009 - November 2011
SEI Investments July 2006 - February 2009
SEI Investments January 2002 - July 2006
Phoenix Charter Oak Trust Company June 1997 - January 2002
Gadson Philanthropic Services April 1994 - June 1997
Fleet Investment Services February 1992 - April 1994
Union College June 1990 - February 1992
DePauw University April 1988 - June 1990
Pennmark Equity Group, Inc. June 1985 - April 1988
Skills
Strategic Planning, Fundraising, Philanthropy, Management, New Business Development, Sales, Public Speaking, Non-profits, Research, Volunteer Management, Investments, Leadership, Planned Giving, Training, CRM, Insurance, Social Media
Education
University of Tennessee-Knoxville 1976 — 1978
Music - Percussion Performance
DePauw University 1972 — 1976
BA, Music - Percussion Performance
Ursinus College November 2011 - Present
Washington College July 2009 - November 2011
SEI Investments July 2006 - February 2009
SEI Investments January 2002 - July 2006
Phoenix Charter Oak Trust Company June 1997 - January 2002
Gadson Philanthropic Services April 1994 - June 1997
Fleet Investment Services February 1992 - April 1994
Union College June 1990 - February 1992
DePauw University April 1988 - June 1990
Pennmark Equity Group, Inc. June 1985 - April 1988
Skills
Strategic Planning, Fundraising, Philanthropy, Management, New Business Development, Sales, Public Speaking, Non-profits, Research, Volunteer Management, Investments, Leadership, Planned Giving, Training, CRM, Insurance, Social Media
Education
University of Tennessee-Knoxville 1976 — 1978
Music - Percussion Performance
DePauw University 1972 — 1976
BA, Music - Percussion Performance
Tim Henry's SEI Investments Experience 1994 - 1998
Job Experienced Managed Money Professional at Independent Consultant
Industry Financial Services
Experience
Self Employed April 2011 - Present
Market Street Advisors June 2006 - April 2011
MyVest 2011 - 2011
Brinker Capital October 1998 - January 2006
Security Pacific Bank 1985 - 2003
SEI February 1994 - October 1998
SEI Investments 1994 - 1998
Bank of Ameica 1983 - 1985
Skills
Alternative Investments, Mutual Funds, Securities, Wealth Management, Asset Managment, Equities, Financial Services, Investments, Fixed Income, Hedge Funds, Portfolio Management, ETFs, Asset Allocation, Series 7, Asset Management, Investment Advisory
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1977 — 1980
MBA, Marketing
Millikin University 1968 — 1972
BA, History & Political Science
Self Employed April 2011 - Present
Market Street Advisors June 2006 - April 2011
MyVest 2011 - 2011
Brinker Capital October 1998 - January 2006
Security Pacific Bank 1985 - 2003
SEI February 1994 - October 1998
SEI Investments 1994 - 1998
Bank of Ameica 1983 - 1985
Skills
Alternative Investments, Mutual Funds, Securities, Wealth Management, Asset Managment, Equities, Financial Services, Investments, Fixed Income, Hedge Funds, Portfolio Management, ETFs, Asset Allocation, Series 7, Asset Management, Investment Advisory
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1977 — 1980
MBA, Marketing
Millikin University 1968 — 1972
BA, History & Political Science
Diane Powell's SEI Investments Experience 1997 - 1999
Job Director, Professional Services at Amplify
Industry Education Management
Experience
Amplify Education, Inc. March 2013 - Present
Charlotte Mecklenburg Schools 2005 - 2013
various public school systems 2003 - 2005
InvestorForce 1999 - 2003
SEI Investments 1997 - 1999
Skills
Public Relations, Middle School, Strategic Planning, Public Speaking, Marketing, Curriculum Design, Educational Leadership, Curriculum Development, Staff Development, Instructional Design, Educational Technology, Teacher Training, K-12, Marketing Strategy, Classroom, Lesson Planning, Teaching, Classroom Management, Grant Writing, Recruiting, Program Development, Training, Differentiated..., Literacy, Special Education, Tutoring, Instructional Technology
Education
Winthrop University 2010 — 2013
M.Ed., Educational Leadership
Drexel University 2003 — 2005
MS, Instruction
University of Virginia 1993 — 1997
BS, Commerce
Amplify Education, Inc. March 2013 - Present
Charlotte Mecklenburg Schools 2005 - 2013
various public school systems 2003 - 2005
InvestorForce 1999 - 2003
SEI Investments 1997 - 1999
Skills
Public Relations, Middle School, Strategic Planning, Public Speaking, Marketing, Curriculum Design, Educational Leadership, Curriculum Development, Staff Development, Instructional Design, Educational Technology, Teacher Training, K-12, Marketing Strategy, Classroom, Lesson Planning, Teaching, Classroom Management, Grant Writing, Recruiting, Program Development, Training, Differentiated..., Literacy, Special Education, Tutoring, Instructional Technology
Education
Winthrop University 2010 — 2013
M.Ed., Educational Leadership
Drexel University 2003 — 2005
MS, Instruction
University of Virginia 1993 — 1997
BS, Commerce
Rony P. Jose's SEI Investments Experience 2006 - 2009
Job Assistant Consultant at TCS
Industry Computer Software
Experience
TCS March 2004 - Present
SEI Investments 2006 - 2009
Education
Cochin University of Science and Technology 2001 — 2003
Master of Computer Application, Computer Application
TCS March 2004 - Present
SEI Investments 2006 - 2009
Education
Cochin University of Science and Technology 2001 — 2003
Master of Computer Application, Computer Application
Sean Deviney's SEI Investments Experience July 2002 - June 2005
Job Financial Advisor at Provenance Wealth Advisors
Industry Financial Services
Experience
Provenance Wealth Advisors June 2005 - Present
SEI Investments July 2002 - June 2005
Education
University of Florida - Warrington College Of Business 2009 — 2011
MBA
College of Charleston 1998 — 2002
BA, Business Administration
Provenance Wealth Advisors June 2005 - Present
SEI Investments July 2002 - June 2005
Education
University of Florida - Warrington College Of Business 2009 — 2011
MBA
College of Charleston 1998 — 2002
BA, Business Administration
Amy Hoh's SEI Investments Experience September 2010 - July 2012
Job Law Student at Charlotte School of Law
Industry Law Practice
Experience
Charlotte School of Law August 2012 - Present
SEI Investments September 2010 - July 2012
JPMorgan Chase 2008 - 2009
Skills
Management, Customer Service, Leadership, Strategic Planning
Education
Drexel University - LeBow College of Business 2004 — 2008
BSBA, Business Admin, Finance
Charlotte School of Law August 2012 - Present
SEI Investments September 2010 - July 2012
JPMorgan Chase 2008 - 2009
Skills
Management, Customer Service, Leadership, Strategic Planning
Education
Drexel University - LeBow College of Business 2004 — 2008
BSBA, Business Admin, Finance
Peter Landreth's SEI Investments Experience March 2011 - January 2013
Job Valley Green Capital
Industry Commercial Real Estate
Experience
Valley Green Capital June 2013 - Present
SEI Investments March 2011 - January 2013
SEI Investments March 2006 - March 2011
SEI Investments August 2005 - March 2006
SEI Investments August 2004 - August 2005
Tower Bridge Advisors January 2003 - January 2004
Rorer Asset Management May 2000 - January 2002
Skills
Investments, Process Improvement, Equities, Financial Services, Microsoft Excel, Quality Control, Project Management, Microsoft Office, Security APL, OnBase, Outsourcing, Workflow Applications, Separately Managed..., Real Estate Economics, Real Estate Development, Commercial Real Estate, Commercial Lending, Business Development
Education
Dickinson College 2000 — 2004
BA, Economics
Chestnut Hill Academy 1996 — 2000
Valley Green Capital June 2013 - Present
SEI Investments March 2011 - January 2013
SEI Investments March 2006 - March 2011
SEI Investments August 2005 - March 2006
SEI Investments August 2004 - August 2005
Tower Bridge Advisors January 2003 - January 2004
Rorer Asset Management May 2000 - January 2002
Skills
Investments, Process Improvement, Equities, Financial Services, Microsoft Excel, Quality Control, Project Management, Microsoft Office, Security APL, OnBase, Outsourcing, Workflow Applications, Separately Managed..., Real Estate Economics, Real Estate Development, Commercial Real Estate, Commercial Lending, Business Development
Education
Dickinson College 2000 — 2004
BA, Economics
Chestnut Hill Academy 1996 — 2000
Caroline Dale's SEI Investments Experience 1999 - 2003
Job Certified Personal Trainer
Industry Health, Wellness and Fitness
Experience
Oxygen and Iron 2011 - Present
SEI Investments 1999 - 2003
Destiny Web Software 1998 - 1999
Renal Treatment Centers 1994 - 1998
Skills
Strength Training, Personal Training, Fitness Training, Fitness, Weight Training, Functional Training, Coaching, Wellness
Education
College of Charleston
Bachelor of Arts (B.A.), Political Science and Government
Atlantic High School
Oxygen and Iron 2011 - Present
SEI Investments 1999 - 2003
Destiny Web Software 1998 - 1999
Renal Treatment Centers 1994 - 1998
Skills
Strength Training, Personal Training, Fitness Training, Fitness, Weight Training, Functional Training, Coaching, Wellness
Education
College of Charleston
Bachelor of Arts (B.A.), Political Science and Government
Atlantic High School
Rose Fajardo's SEI Investments Experience July 2002 - September 2005
Job Independent Consultant
Industry Financial Services
Experience
SEI Investments Europe January 2013 - January 2015
SEI Investments Europe September 2005 - January 2013
SEI Investments July 2002 - September 2005
SEI Investments January 2000 - July 2002
Skills
Wealth Management, Outsourcing Management, Change Management, Marketing Communications, Corporate Events, Governance, Non-profits, Business Planning, Investments, Asset Management, Financial Services, Investment Advisory, Relationship Management, Strategy, Portfolio Management, Business Development, Hedge Funds, Mutual Funds
Education
Cornell University 1982 — 1986
B.S.
SEI Investments Europe January 2013 - January 2015
SEI Investments Europe September 2005 - January 2013
SEI Investments July 2002 - September 2005
SEI Investments January 2000 - July 2002
Skills
Wealth Management, Outsourcing Management, Change Management, Marketing Communications, Corporate Events, Governance, Non-profits, Business Planning, Investments, Asset Management, Financial Services, Investment Advisory, Relationship Management, Strategy, Portfolio Management, Business Development, Hedge Funds, Mutual Funds
Education
Cornell University 1982 — 1986
B.S.
Eric Connerly's SEI Investments Experience June 1993 - August 1996
Job Director of Research Quantitative at Robeco Boston Partners
Industry Investment Management
Experience
Boston Partners July 2013 - Present
Robeco Boston Partners June 2008 - July 2013
Robeco Boston Partners June 1998 - June 2008
John Hancock June 1997 - February 1998
SEI Investments June 1993 - August 1996
Skills
Equities, Hedge Funds, Capital Markets, Equity Research, Securities, Portfolio Management, Mutual Funds, Energy, Banking, Financial Analysis, Financial Accounting, Computer Hardware, conversational French, Home Networking, Fundamental Research, Quantitative Research, Equity Derivatives, Risk Arbitrage, Derivatives, Asset Management, Industry Analysis, Research, R
Education
Columbia University - Columbia Business School 1996 — 1998
MBA, Investment Management, Security Analysis
Georgetown University 1989 — 1993
BSFS, Development Economics, Cum Laude
Boston Partners July 2013 - Present
Robeco Boston Partners June 2008 - July 2013
Robeco Boston Partners June 1998 - June 2008
John Hancock June 1997 - February 1998
SEI Investments June 1993 - August 1996
Skills
Equities, Hedge Funds, Capital Markets, Equity Research, Securities, Portfolio Management, Mutual Funds, Energy, Banking, Financial Analysis, Financial Accounting, Computer Hardware, conversational French, Home Networking, Fundamental Research, Quantitative Research, Equity Derivatives, Risk Arbitrage, Derivatives, Asset Management, Industry Analysis, Research, R
Education
Columbia University - Columbia Business School 1996 — 1998
MBA, Investment Management, Security Analysis
Georgetown University 1989 — 1993
BSFS, Development Economics, Cum Laude
Mark Patterson's SEI Investments Experience 2009 - Present
Job Technology Director at SEI
Industry Financial Services
Experience
SEI Investments 2009 - Present
Arch Solutions, Inc April 1998 - January 2009
KPMG January 1995 - April 1998
Integrated Software Solutions, Inc April 1994 - January 1995
ARINC Engineering Services, LLC April 1991 - April 1994
US Army April 1987 - April 1991
Skills
Business Analysis, Business Intelligence, SDLC, Vendor Management, Process Improvement
Education
Chestnut Hill College
B.S., Computer Science
DeSales University
M.B.A, Finance
SEI Investments 2009 - Present
Arch Solutions, Inc April 1998 - January 2009
KPMG January 1995 - April 1998
Integrated Software Solutions, Inc April 1994 - January 1995
ARINC Engineering Services, LLC April 1991 - April 1994
US Army April 1987 - April 1991
Skills
Business Analysis, Business Intelligence, SDLC, Vendor Management, Process Improvement
Education
Chestnut Hill College
B.S., Computer Science
DeSales University
M.B.A, Finance
Kristin McGinley's SEI Investments Experience April 2009 - November 2010
Job Senior Investment Content Writer at Aberdeen Asset Management
Industry Financial Services
Experience
Aberdeen Asset Management August 2015 - Present
Public Financial Management November 2011 - July 2015
BNY Mellon November 2010 - November 2011
SEI Investments April 2009 - November 2010
US Fiduciary July 2007 - March 2009
Wachovia Securities, LLC July 2002 - July 2006
OFI Institutional Asset Management December 2000 - June 2002
Skills
Financial Services, Asset Allocation, Investment Research, Portfolio Management, Equities, Mutual Funds, Investments, Asset Management, Financial Analysis, Finance, Investment Management, Due Diligence, Bonds, Management, Equity Research, Financial Advisory, Trading, Options, Editing
Education
Centre College 1996 — 2000
B.S., Economics
Aberdeen Asset Management August 2015 - Present
Public Financial Management November 2011 - July 2015
BNY Mellon November 2010 - November 2011
SEI Investments April 2009 - November 2010
US Fiduciary July 2007 - March 2009
Wachovia Securities, LLC July 2002 - July 2006
OFI Institutional Asset Management December 2000 - June 2002
Skills
Financial Services, Asset Allocation, Investment Research, Portfolio Management, Equities, Mutual Funds, Investments, Asset Management, Financial Analysis, Finance, Investment Management, Due Diligence, Bonds, Management, Equity Research, Financial Advisory, Trading, Options, Editing
Education
Centre College 1996 — 2000
B.S., Economics
Jason Botzler's SEI Investments Experience June 2004 - August 2004
Job Senior Manager at Vanguard
Industry Financial Services
Experience
The Vanguard Group November 2013 - Present
The Vanguard Group May 2011 - November 2013
The Vanguard Group June 2009 - December 2011
The Vanguard Group July 2007 - June 2009
The Vanguard Group June 2006 - August 2006
SEI Investments June 2004 - August 2004
Skills
Financial Modeling, Business Planning, People Management
Education
Drexel University 2007 — 2013
Master of Business Administration (MBA)
Drexel University 2007 — 2011
Masters of Science, Finance
Villanova University 2003 — 2007
Bachelors of Science, Finance, Economics
The Vanguard Group November 2013 - Present
The Vanguard Group May 2011 - November 2013
The Vanguard Group June 2009 - December 2011
The Vanguard Group July 2007 - June 2009
The Vanguard Group June 2006 - August 2006
SEI Investments June 2004 - August 2004
Skills
Financial Modeling, Business Planning, People Management
Education
Drexel University 2007 — 2013
Master of Business Administration (MBA)
Drexel University 2007 — 2011
Masters of Science, Finance
Villanova University 2003 — 2007
Bachelors of Science, Finance, Economics
Brian Wu's SEI Investments Experience September 1999 - March 2000
Job Senior Support Engineer at Ixia Communications
Industry Telecommunications
Experience
Ixia Communications 2005 - Present
ITWorksite 2003 - 2004
Texas A&M Mays MBA Program Admissions January 2001 - December 2002
SEI Investments September 1999 - March 2000
Skills
TCP/IP, Ethernet, IP, Routing, VoIP, OSPF, MPLS, Wireless, SIP, QoS, Cisco Technologies, Telecommunications, Cloud Computing, BGP, Linux, Switches, Network Security, Data Center, SNMP, Routing Protocols
Education
Texas A&M University - Mays Business School 2000 — 2002
Master of Science, Management Information Systems
Drexel University 1998 — 2000
MBA, Finance
Ixia Communications 2005 - Present
ITWorksite 2003 - 2004
Texas A&M Mays MBA Program Admissions January 2001 - December 2002
SEI Investments September 1999 - March 2000
Skills
TCP/IP, Ethernet, IP, Routing, VoIP, OSPF, MPLS, Wireless, SIP, QoS, Cisco Technologies, Telecommunications, Cloud Computing, BGP, Linux, Switches, Network Security, Data Center, SNMP, Routing Protocols
Education
Texas A&M University - Mays Business School 2000 — 2002
Master of Science, Management Information Systems
Drexel University 1998 — 2000
MBA, Finance
Eric Feder's SEI Investments Experience January 2009 - July 2009
Job Principal Wealth Creation Management & Transfer LLC
Industry Financial Services
Experience
Wealth CMT July 2009 - Present
SEI Investments January 2009 - July 2009
Pitcairn Financial Group September 1994 - April 2008
Education
Drexel University 1998 — 2002
Master of Science, Finance
Drexel University 1989 — 1994
Bachelor of Science, Business Administration
Wealth CMT July 2009 - Present
SEI Investments January 2009 - July 2009
Pitcairn Financial Group September 1994 - April 2008
Education
Drexel University 1998 — 2002
Master of Science, Finance
Drexel University 1989 — 1994
Bachelor of Science, Business Administration
Palvinder Singh's SEI Investments Experience April 2009 - Present
Job Project manager at NIIT Technologies & SEI investments
Industry Information Technology and Services
Experience
SEI Investments April 2009 - Present
NIIT Technologies Limited (USA) 2006 - 2009
Six Sigma Infosoft (P) Ltd., New Delhi August 2002 - May 2004
Skills
Business Development, Customer Engagement, Software Development..., SDLC, Software Project..., Requirements Analysis, Business Analysis, Offshoring, Vendor Management, Microsoft SQL Server, PMP, Integration, Troubleshooting, Technical Support, Visual Basic 5.0/6.0, ASP.NET, Web Services, Software Design, Software Architectural..., Management, Process Improvement, Software Documentation
Education
Delhi University 1996 — 1999
Bachelors, Commerce
NIIT Delhi 1995 — 1998
Bachelor of Commerce (B.Com.), Commerce
SEI Investments April 2009 - Present
NIIT Technologies Limited (USA) 2006 - 2009
Six Sigma Infosoft (P) Ltd., New Delhi August 2002 - May 2004
Skills
Business Development, Customer Engagement, Software Development..., SDLC, Software Project..., Requirements Analysis, Business Analysis, Offshoring, Vendor Management, Microsoft SQL Server, PMP, Integration, Troubleshooting, Technical Support, Visual Basic 5.0/6.0, ASP.NET, Web Services, Software Design, Software Architectural..., Management, Process Improvement, Software Documentation
Education
Delhi University 1996 — 1999
Bachelors, Commerce
NIIT Delhi 1995 — 1998
Bachelor of Commerce (B.Com.), Commerce
Mark Corpus's SEI Investments Experience September 2004 - February 2005
Job Associate Treasury Analyst
Industry Insurance
Experience
MetLife Inc. (Formerly American Life Insurance Company) February 2010 - Present
Sungard Data Systems July 2006 - February 2010
Janney Montgomery Scott September 2005 - February 2006
SEI Investments September 2004 - February 2005
Education
Drexel University - LeBow College of Business 2001 — 2006
BS in Business and Administration, Finance
Drexel University
B.S, Finance
MetLife Inc. (Formerly American Life Insurance Company) February 2010 - Present
Sungard Data Systems July 2006 - February 2010
Janney Montgomery Scott September 2005 - February 2006
SEI Investments September 2004 - February 2005
Education
Drexel University - LeBow College of Business 2001 — 2006
BS in Business and Administration, Finance
Drexel University
B.S, Finance
N Jeffrey Klauder's SEI Investments Experience August 2004 - Present
Job General Counsel at SEI Investments
Industry Legal Services
Experience
SEI Investments August 2004 - Present
Morgan, Lewis & Bockius LLP August 1978 - August 2004
Safeguard Scientifics April 2001 - September 2003
Education
Cornell Law School 1975 — 1978
JD
Lafayette College 1970 — 1974
BA, Economics
SEI Investments August 2004 - Present
Morgan, Lewis & Bockius LLP August 1978 - August 2004
Safeguard Scientifics April 2001 - September 2003
Education
Cornell Law School 1975 — 1978
JD
Lafayette College 1970 — 1974
BA, Economics
Priya Paul's SEI Investments Experience 2008 - Present
Job Technical Specialist at NIIT Technologies Limited
Industry Information Technology and Services
Experience
NIIT Technologies Limited October 2012 - Present
NIIT Technologies Limited March 2008 - Present
SEI Investments 2008 - Present
Skills
Weblogic, Oracle 11g, Java/J2EE, JBoss, MySQL, Java Enterprise Edition, JBoss Application Server, SOA, Struts, Oracle, Web Services, PL/SQL, SQL, Spring, Agile Methodologies, Requirements Gathering, JSP, SDLC, Requirements Analysis
Education
Jamia Hamdard 2003 — 2005
Master's degree, Computer Science
Delhi University 1999 — 2003
Bachelor's degree, Information Technology
NIIT Technologies Limited October 2012 - Present
NIIT Technologies Limited March 2008 - Present
SEI Investments 2008 - Present
Skills
Weblogic, Oracle 11g, Java/J2EE, JBoss, MySQL, Java Enterprise Edition, JBoss Application Server, SOA, Struts, Oracle, Web Services, PL/SQL, SQL, Spring, Agile Methodologies, Requirements Gathering, JSP, SDLC, Requirements Analysis
Education
Jamia Hamdard 2003 — 2005
Master's degree, Computer Science
Delhi University 1999 — 2003
Bachelor's degree, Information Technology
Samuel Gass's SEI Investments Experience November 2010 - Present
Job SMA Trading Specialist at SEI Investments
Industry Financial Services
Experience
SEI Investments November 2010 - Present
Turner Investment Partners January 2006 - December 2008
SEI Investments February 2005 - January 2006
BISYS March 2003 - February 2005
Wachovia Corporation June 2002 - March 2003
1838 Investment Advisors August 1999 - November 2001
Rittenhouse Financial Services October 1996 - August 1999
Education
Drexel University - LeBow College of Business 1990 — 1995
BA, Business and Administration
SEI Investments November 2010 - Present
Turner Investment Partners January 2006 - December 2008
SEI Investments February 2005 - January 2006
BISYS March 2003 - February 2005
Wachovia Corporation June 2002 - March 2003
1838 Investment Advisors August 1999 - November 2001
Rittenhouse Financial Services October 1996 - August 1999
Education
Drexel University - LeBow College of Business 1990 — 1995
BA, Business and Administration
Yoonhui Yi's SEI Investments Experience June 2011 - July 2011
Job Student at Indiana University Kelley School of Business
Industry Financial Services
Experience
NRI 2015 - 2015
Stryker May 2012 - August 2012
SEI Investments June 2011 - July 2011
Didimdol Alternative High School May 2010 - June 2010
Sae-A International Trading Co. June 2009 - July 2009
Skills
Microsoft Excel, Microsoft Office, Financial Analysis
Education
Columbia University in the City of New York 2013 — 2014
Master of Arts (M.A.), Statistics
Indiana University - Kelley School of Business 2009 — 2013
Bachelor of Science in Busines, Finance and Business Economics
London School of Economics and Political Science 2010 — 2010
Summer School, Finance
University of North Carolina at Charlotte 2008 — 2009
Bachelor, Finance
NRI 2015 - 2015
Stryker May 2012 - August 2012
SEI Investments June 2011 - July 2011
Didimdol Alternative High School May 2010 - June 2010
Sae-A International Trading Co. June 2009 - July 2009
Skills
Microsoft Excel, Microsoft Office, Financial Analysis
Education
Columbia University in the City of New York 2013 — 2014
Master of Arts (M.A.), Statistics
Indiana University - Kelley School of Business 2009 — 2013
Bachelor of Science in Busines, Finance and Business Economics
London School of Economics and Political Science 2010 — 2010
Summer School, Finance
University of North Carolina at Charlotte 2008 — 2009
Bachelor, Finance
Kelly Ann Manion's SEI Investments Experience September 2008 - August 2011
Job Customer Impact Consultant at PwC
Industry Marketing and Advertising
Experience
PwC June 2012 - Present
SEI Investments September 2008 - August 2011
Pinnical Financial Services June 2008 - August 2008
Johns Hopkins University Applied Physics Laboratory May 2007 - August 2007
Skills
Marketing Management, Brand Management, Marketing Budget..., Marketing Communications, Market Research, Brand Awareness, Marketing, International Marketing, Business Development, Efficiency..., Social Media Marketing, Cross-functional Team..., Project Management, SPSS, Proposal Production, Proposal Leadership, Account Management..., Training, Microsoft Office, Microsoft Excel, PowerPoint, Prezi, Lotus Notes, Hedge Funds, Cash Management, Asset Managment, Investments, Account Reconciliation, Social Media, Social Networking, Marketing Strategy, Marketing Research, Account Management, Asset Management, Sales
Education
Saint Joseph's University 2011 — 2012
Master's degree, International Marketing, Summa cum laude
College of Charleston 2004 — 2008
BS, Business and Finance
CB East
PwC June 2012 - Present
SEI Investments September 2008 - August 2011
Pinnical Financial Services June 2008 - August 2008
Johns Hopkins University Applied Physics Laboratory May 2007 - August 2007
Skills
Marketing Management, Brand Management, Marketing Budget..., Marketing Communications, Market Research, Brand Awareness, Marketing, International Marketing, Business Development, Efficiency..., Social Media Marketing, Cross-functional Team..., Project Management, SPSS, Proposal Production, Proposal Leadership, Account Management..., Training, Microsoft Office, Microsoft Excel, PowerPoint, Prezi, Lotus Notes, Hedge Funds, Cash Management, Asset Managment, Investments, Account Reconciliation, Social Media, Social Networking, Marketing Strategy, Marketing Research, Account Management, Asset Management, Sales
Education
Saint Joseph's University 2011 — 2012
Master's degree, International Marketing, Summa cum laude
College of Charleston 2004 — 2008
BS, Business and Finance
CB East
Iryan Chaudhry's SEI Investments Experience 2003 - 2006
Job Senior UAT Tester at Citi
Industry Financial Services
Experience
Citi October 2014 - Present
GBP Financial Solutions, LLC. June 2007 - October 2014
SEI Investments 2003 - 2006
Merrill Lynch 2002 - 2003
Skills
Financial Services, Fixed Income, Business Analysis, Equities, Investment Banking, SDLC, Derivatives, Data Analysis, SWIFT payments, Project Management, Requirements Gathering, Oracle, Portfolio Management, Financial Risk, Risk Management, Business Intelligence, Back Office, Middle Office, Securities, Visio, Capital Markets, FX Options
Education
Immaculata University 2014 — 2016
Bachelor's degree, Business Administration and Management, General
Delaware County Community College 1999 — 2000
Microsoft Certified Systems Engineer
Temple University 1994 — 1997
Business Administration
Great Valley High
Citi October 2014 - Present
GBP Financial Solutions, LLC. June 2007 - October 2014
SEI Investments 2003 - 2006
Merrill Lynch 2002 - 2003
Skills
Financial Services, Fixed Income, Business Analysis, Equities, Investment Banking, SDLC, Derivatives, Data Analysis, SWIFT payments, Project Management, Requirements Gathering, Oracle, Portfolio Management, Financial Risk, Risk Management, Business Intelligence, Back Office, Middle Office, Securities, Visio, Capital Markets, FX Options
Education
Immaculata University 2014 — 2016
Bachelor's degree, Business Administration and Management, General
Delaware County Community College 1999 — 2000
Microsoft Certified Systems Engineer
Temple University 1994 — 1997
Business Administration
Great Valley High
Alex Condeelis's SEI Investments Experience July 2009 - Present
Job Global Operations Fees Team at SEI Investments
Industry Financial Services
Experience
SEI Investments July 2009 - Present
SEI Investments 1993 - Present
SEI 1993 - Present
Skills
Alternative Investments, Mutual Funds, Financial Services, Asset Managment, Wealth Management, Asset Management, Securities, Fixed Income, Equities, Hedge Funds, Asset Allocation, Investments, Bloomberg, Risk Management
Education
Drexel University 1985 — 1991
Bachelor's degree, Finance, General
SEI Investments July 2009 - Present
SEI Investments 1993 - Present
SEI 1993 - Present
Skills
Alternative Investments, Mutual Funds, Financial Services, Asset Managment, Wealth Management, Asset Management, Securities, Fixed Income, Equities, Hedge Funds, Asset Allocation, Investments, Bloomberg, Risk Management
Education
Drexel University 1985 — 1991
Bachelor's degree, Finance, General
Korankode Silu's SEI Investments Experience October 2011 - December 2014
Job Senior Consultant
Industry Information Technology and Services
Experience
XPrudent Corporation January 2015 - Present
SEI Investments October 2011 - December 2014
Tata Consultancy Services October 2008 - December 2010
Tata Consultancy Services October 2006 - October 2008
QuEST Global (erstwhile NeST Software) January 2006 - September 2006
CDAC January 2004 - December 2005
Skills
Java, Spring Framework, SOAP, REST, Agile & Waterfall..., Software Development, Team Management, Agile Methodologies, Unix, PVCS, StarTeam, JavaScript, Struts, Git, JSP, Servlets, AJAX, jQuery, Oracle, PL/SQL, Data Migration, Performance Tuning, Consulting, Web Services, Java Enterprise Edition, SDLC, C++, Scrum, SOA, AngularJS, JMS, Hibernate, Tomcat, Maven, XML, JUnit, JDBC, Eclipse, Design Patterns, Linux, JSTL, SQL
Education
College of Engineering, Trivandrum 1999 — 2003
Bachelor of Technology (B.Tech.), Computer Software Engineering
XPrudent Corporation January 2015 - Present
SEI Investments October 2011 - December 2014
Tata Consultancy Services October 2008 - December 2010
Tata Consultancy Services October 2006 - October 2008
QuEST Global (erstwhile NeST Software) January 2006 - September 2006
CDAC January 2004 - December 2005
Skills
Java, Spring Framework, SOAP, REST, Agile & Waterfall..., Software Development, Team Management, Agile Methodologies, Unix, PVCS, StarTeam, JavaScript, Struts, Git, JSP, Servlets, AJAX, jQuery, Oracle, PL/SQL, Data Migration, Performance Tuning, Consulting, Web Services, Java Enterprise Edition, SDLC, C++, Scrum, SOA, AngularJS, JMS, Hibernate, Tomcat, Maven, XML, JUnit, JDBC, Eclipse, Design Patterns, Linux, JSTL, SQL
Education
College of Engineering, Trivandrum 1999 — 2003
Bachelor of Technology (B.Tech.), Computer Software Engineering
Chris DeBernardi's SEI Investments Experience 1996 - Present
Job Director, Global Hosting Services at SEI Investments
Industry Financial Services
Experience
SEI Investments 1996 - Present
Lockheed Martin 1986 - 1996
Skills
Vendor Management, Business Analysis, New Business Development, Process Improvement, Solution Selling, Program Management, SaaS, Integration, Cloud Computing, Account Management, Management, Salesforce.com
Education
Drexel University
Master of Science (MS), Electrical Engineering
Drexel University
Bachelor of Science (BS), Electrical Engineering
SEI Investments 1996 - Present
Lockheed Martin 1986 - 1996
Skills
Vendor Management, Business Analysis, New Business Development, Process Improvement, Solution Selling, Program Management, SaaS, Integration, Cloud Computing, Account Management, Management, Salesforce.com
Education
Drexel University
Master of Science (MS), Electrical Engineering
Drexel University
Bachelor of Science (BS), Electrical Engineering
Peter Schmidley's SEI Investments Experience March 2014 - September 2014
Job Accounts Manager @ Ferrandino & Son
Industry Internet
Experience
Abington Health Lansdale Hospital September 2008 - Present
SEI Investments March 2014 - September 2014
Networks Plus LLC January 2014 - March 2014
Intern U - SEI Investments 2014 - 2014
Villanova University May 2013 - August 2013
Towamencin Community Pool May 2009 - August 2011
Towamencin Community Pool May 2005 - August 2011
Skills
Web Design, Web Development, Web Content, Audio Editing, Video Editing, Web Content Management, Screenwriting, Photoshop, Dreamweaver, WordPress, Squarespace, Joomla
Education
Chestnut Hill College 2011 — 2013
BS, Web/Multimedia Management and Webmaster
Montgomery County Community College 2008 — 2011
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Abington Health Lansdale Hospital September 2008 - Present
SEI Investments March 2014 - September 2014
Networks Plus LLC January 2014 - March 2014
Intern U - SEI Investments 2014 - 2014
Villanova University May 2013 - August 2013
Towamencin Community Pool May 2009 - August 2011
Towamencin Community Pool May 2005 - August 2011
Skills
Web Design, Web Development, Web Content, Audio Editing, Video Editing, Web Content Management, Screenwriting, Photoshop, Dreamweaver, WordPress, Squarespace, Joomla
Education
Chestnut Hill College 2011 — 2013
BS, Web/Multimedia Management and Webmaster
Montgomery County Community College 2008 — 2011
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Caitlin Farrell's SEI Investments Experience
Job Student at Dickinson College
Industry
Experience
SEI Investments
Skills
Social Media, Customer Service, PowerPoint, Spanish, Research, Facebook, Fundraising, Social Networking
Education
Dickinson College 2013 — 2017
American Studies
Merion Mercy Academy
SEI Investments
Skills
Social Media, Customer Service, PowerPoint, Spanish, Research, Facebook, Fundraising, Social Networking
Education
Dickinson College 2013 — 2017
American Studies
Merion Mercy Academy
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.