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
Chelsea Yanusko Chelsea Yanusko's SEI Investments Experience June 2012 - December 2013
Job Client Service Representative at Brinker Capital
Industry Financial Services
Experience
Brinker Capital December 2013 - Present
SEI Investments June 2012 - December 2013
SEI Investments February 2011 - October 2012
Richard Schultz Design January 2007 - February 2011
Hillside Aquatic Club May 2002 - September 2006
Skills
Team Leadership, Sales, Human Resources
Education
Ursinus College 2008 — 2010
Bachelor's Degree, Accounting
Montgomery County Community College 2007 — 2008
Associate's, Accounting
Grove City College 2005 — 2006
N/A, Biology, English
Brinker Capital December 2013 - Present
SEI Investments June 2012 - December 2013
SEI Investments February 2011 - October 2012
Richard Schultz Design January 2007 - February 2011
Hillside Aquatic Club May 2002 - September 2006
Skills
Team Leadership, Sales, Human Resources
Education
Ursinus College 2008 — 2010
Bachelor's Degree, Accounting
Montgomery County Community College 2007 — 2008
Associate's, Accounting
Grove City College 2005 — 2006
N/A, Biology, English
Michael Swann Michael Swann's SEI Investments Experience January 2011 - Present
Job Director, DC Strategist at SEI Investments
Industry Financial Services
Experience
SEI Investments January 2011 - Present
Ascensus, Inc. July 2007 - January 2011
Ascensus, Inc. November 2005 - July 2007
National Penn Bank September 2000 - November 2005
Sovereign Bank May 1995 - September 2000
Skills
Financial Services, Investments, Mutual Funds, 401k, Retirement, ERISA, Retirement Planning, Asset Allocation, Leadership, Vendor Relations, Institutional, Pensions, Client Service, Employee Benefits
Education
Gettysburg College 1995 — 2000
B.A., Economics
Cannon Financial Institute 2000 — 2005
Graduate, Retirement Plan Services (earned Institute of Certified Bankers CRSP designation, not current)
SEI Investments January 2011 - Present
Ascensus, Inc. July 2007 - January 2011
Ascensus, Inc. November 2005 - July 2007
National Penn Bank September 2000 - November 2005
Sovereign Bank May 1995 - September 2000
Skills
Financial Services, Investments, Mutual Funds, 401k, Retirement, ERISA, Retirement Planning, Asset Allocation, Leadership, Vendor Relations, Institutional, Pensions, Client Service, Employee Benefits
Education
Gettysburg College 1995 — 2000
B.A., Economics
Cannon Financial Institute 2000 — 2005
Graduate, Retirement Plan Services (earned Institute of Certified Bankers CRSP designation, not current)
T. Michael Murphy T. Michael Murphy's SEI Investments Experience 1993 - 1996
Job Vice President at T. Rowe Price
Industry Investment Management
Experience
UBS Global Asset Management January 2012 - August 2013
UBS Global Asset Management 2006 - 2011
UBS Global Asset Management 2001 - 2005
UBS Global Asset Management 1999 - 2001
PNC Financial Services Group 1998 - 1999
Van Kampen Investments 1996 - 1998
SEI Investments 1993 - 1996
Skills
Alternative Investments, Mutual Funds, Sales Management, Public Speaking, Business Strategy, Investment Management, Team Building, Competitive Analysis, Compensation Structures, Miller Heiman Sales..., National Account..., Territory Optimization, Critical Thinking, Separately Managed..., Unified Managed Accounts, ETFs, Hedge Funds, Business Development, Banking, Financial Advisory, Mergers & Acquisitions, Asset Allocation, Fixed Income, Equities, Series 24, Series 7, Series 63, Fusion, Key Account..., Team Leadership, Options, Securities, Wealth Management, Investment Advisory, Asset Management, Financial Services, Relationship Management, FINRA, Investment Strategies, Fund Of Funds, Investments, Finance, Series 65
Education
Georgetown University 1990 — 1993
Bachelor of Arts (BA), Psychology
Syracuse University 1989 — 1990
Cardinal Newman High School - West Palm Beach, FL 1985 — 1989
UBS Global Asset Management January 2012 - August 2013
UBS Global Asset Management 2006 - 2011
UBS Global Asset Management 2001 - 2005
UBS Global Asset Management 1999 - 2001
PNC Financial Services Group 1998 - 1999
Van Kampen Investments 1996 - 1998
SEI Investments 1993 - 1996
Skills
Alternative Investments, Mutual Funds, Sales Management, Public Speaking, Business Strategy, Investment Management, Team Building, Competitive Analysis, Compensation Structures, Miller Heiman Sales..., National Account..., Territory Optimization, Critical Thinking, Separately Managed..., Unified Managed Accounts, ETFs, Hedge Funds, Business Development, Banking, Financial Advisory, Mergers & Acquisitions, Asset Allocation, Fixed Income, Equities, Series 24, Series 7, Series 63, Fusion, Key Account..., Team Leadership, Options, Securities, Wealth Management, Investment Advisory, Asset Management, Financial Services, Relationship Management, FINRA, Investment Strategies, Fund Of Funds, Investments, Finance, Series 65
Education
Georgetown University 1990 — 1993
Bachelor of Arts (BA), Psychology
Syracuse University 1989 — 1990
Cardinal Newman High School - West Palm Beach, FL 1985 — 1989
Will ORielly, CFA, CFP Will ORielly, CFA, CFP's SEI Investments Experience 1992 - 1994
Job Senior Vice President
Industry Financial Services
Experience
SunTrust Bank 2002 - Present
Wachovia Securities, LLC 1997 - 2002
PaineWebber January 1995 - January 1997
SEI Investments 1992 - 1994
Education
Duke University 1999 — 2000
Master of Business Administration (MBA)
University of Notre Dame 1987 — 1992
BS; BA, Mechanical Engineering ; Economics
SunTrust Bank 2002 - Present
Wachovia Securities, LLC 1997 - 2002
PaineWebber January 1995 - January 1997
SEI Investments 1992 - 1994
Education
Duke University 1999 — 2000
Master of Business Administration (MBA)
University of Notre Dame 1987 — 1992
BS; BA, Mechanical Engineering ; Economics
Jon O'Neil's SEI Investments Experience 2009 - Present
Job Managing Director Business Development at SEI Investments
Industry Financial Services
Experience
SEI Investments 2009 - Present
Chatham Financial Corp. 2001 - 2008
Pitney Bowes 1999 - 2001
McKinsey & Company 1996 - 1999
United Technologies 1991 - 1996
J.P. Morgan Chase - Formerly Chemical Bank 1986 - 1989
Skills
Investment Management, Investments, Financial Services, Valuation, Derivatives, Capital Markets, Asset Managment, Swaps, Options, Fixed Income, ALM, FX Options, Private Equity, Financial Modeling, Commodity, Quantitative Analytics, Due Diligence, Financial Analysis, Risk Management, Corporate Finance, Hedging, Financial Markets, Trading, Asset Management, Business Development, Alternative Investments, Wealth Management, Strategy, Hedge Funds, Banking, Finance, Asset Allocation
Education
Harvard Business School 1989 — 1991
MBA
Wheaton College 1982 — 1986
BA magna cum laude, Economics & Business
SEI Investments 2009 - Present
Chatham Financial Corp. 2001 - 2008
Pitney Bowes 1999 - 2001
McKinsey & Company 1996 - 1999
United Technologies 1991 - 1996
J.P. Morgan Chase - Formerly Chemical Bank 1986 - 1989
Skills
Investment Management, Investments, Financial Services, Valuation, Derivatives, Capital Markets, Asset Managment, Swaps, Options, Fixed Income, ALM, FX Options, Private Equity, Financial Modeling, Commodity, Quantitative Analytics, Due Diligence, Financial Analysis, Risk Management, Corporate Finance, Hedging, Financial Markets, Trading, Asset Management, Business Development, Alternative Investments, Wealth Management, Strategy, Hedge Funds, Banking, Finance, Asset Allocation
Education
Harvard Business School 1989 — 1991
MBA
Wheaton College 1982 — 1986
BA magna cum laude, Economics & Business
Seth Houston Seth Houston's SEI Investments Experience October 2013 - Present
Job Middle Office Specialist at SEI Investments
Industry Investment Management
Experience
SEI Investments October 2013 - Present
Dresden Chamber of Industry and Commerce April 2012 - June 2012
Fordham University Economics Department May 2011 - September 2011
Skills
Economics, International Trade, German, Market Research, Microsoft Office, PowerPoint, Accounting, Valuation, Financial Analysis, Bloomberg Terminal, Teamwork, Investments, Social Media, Microsoft Excel, Marketing, Microsoft Word
Education
Fordham University 2009 — 2013
Bachelor of Arts (B.A.), International Political Economy and German, Concentration: Global Business, GPA: 3.719
Technische Universität Dresden / TU Dresden 2012 — 2012
International Trade
Great Valley High School 2005 — 2009
SEI Investments October 2013 - Present
Dresden Chamber of Industry and Commerce April 2012 - June 2012
Fordham University Economics Department May 2011 - September 2011
Skills
Economics, International Trade, German, Market Research, Microsoft Office, PowerPoint, Accounting, Valuation, Financial Analysis, Bloomberg Terminal, Teamwork, Investments, Social Media, Microsoft Excel, Marketing, Microsoft Word
Education
Fordham University 2009 — 2013
Bachelor of Arts (B.A.), International Political Economy and German, Concentration: Global Business, GPA: 3.719
Technische Universität Dresden / TU Dresden 2012 — 2012
International Trade
Great Valley High School 2005 — 2009
Nathanael Goble's SEI Investments Experience November 2010 - September 2012
Job Staff Accountant at Pritchard, Bieler, Gruver & Willison, P.C., CPAs
Industry Accounting
Experience
Pritchard, Bieler, Gruver & Willison, P.C., CPAs September 2012 - Present
SEI Investments November 2010 - September 2012
Olson Research Group, Inc. June 2010 - October 2010
Skills
Fund Accounting, Accounting, Financial Analysis, Financial Statements
Education
Eastern University 2006 — 2010
Accounting, Finance, Business Management
Pritchard, Bieler, Gruver & Willison, P.C., CPAs September 2012 - Present
SEI Investments November 2010 - September 2012
Olson Research Group, Inc. June 2010 - October 2010
Skills
Fund Accounting, Accounting, Financial Analysis, Financial Statements
Education
Eastern University 2006 — 2010
Accounting, Finance, Business Management
Christopher Shoemaker Christopher Shoemaker's SEI Investments Experience January 2006 - March 2010
Job Director of Extended Learning at Immaculata University
Industry Education Management
Experience
Immaculata University August 2014 - Present
SEI Investments January 2006 - March 2010
SEI Investments January 2001 - January 2006
Skills
Leadership, Management, Coaching, Sales Management, Strategy, Training, Strategic Planning, Sales, Relationship Management, Account Management, Contract Management, Curriculum Mapping, Educational Leadership
Education
Immaculata University
BS, Business Management
Kutztown University of Pennsylvania
Immaculata University August 2014 - Present
SEI Investments January 2006 - March 2010
SEI Investments January 2001 - January 2006
Skills
Leadership, Management, Coaching, Sales Management, Strategy, Training, Strategic Planning, Sales, Relationship Management, Account Management, Contract Management, Curriculum Mapping, Educational Leadership
Education
Immaculata University
BS, Business Management
Kutztown University of Pennsylvania
Michelle Szmajda Villatoro, CPC's SEI Investments Experience 2000 - 2005
Job Hospitality Leadership Facilitator, Coach & Consultant
Industry Hospitality
Experience
Just Think Hospitality October 2013 - Present
ESquared Hospitality - BLT Restaurants February 2013 - October 2013
Waldorf Astoria New York 2010 - 2012
Rosewood Hotels & Resorts July 2009 - November 2010
FreemanGroup February 2007 - July 2009
SEI Investments 2000 - 2005
Skills
Hotels, Hospitality, Hospitality Management, Hotel Management, Food & Beverage, Resorts, Pre-opening, Training, Restaurants, Event Planning, Leadership, Hospitality Industry, Wine, Management, Team Building, Customer Service, Casino, Coaching, Banquets, Customer Satisfaction, Budgets, Event Management, Talent Management, Food, Sales, Restaurant Management, Menu Development, Catering, Revenue Analysis, Front Office, Micros, Fine Dining, Hiring, New Restaurant Openings, Yield Management, Leadership Development, Strategy, Employee Training, Rooms Division, Employee Engagement
Education
iPEC Coaching - Institute for Professional Excellence in Coaching 2012 — 2013
Certified Professional Coach
Elon University 1996 — 2000
BS, Economics, Marketing
Just Think Hospitality October 2013 - Present
ESquared Hospitality - BLT Restaurants February 2013 - October 2013
Waldorf Astoria New York 2010 - 2012
Rosewood Hotels & Resorts July 2009 - November 2010
FreemanGroup February 2007 - July 2009
SEI Investments 2000 - 2005
Skills
Hotels, Hospitality, Hospitality Management, Hotel Management, Food & Beverage, Resorts, Pre-opening, Training, Restaurants, Event Planning, Leadership, Hospitality Industry, Wine, Management, Team Building, Customer Service, Casino, Coaching, Banquets, Customer Satisfaction, Budgets, Event Management, Talent Management, Food, Sales, Restaurant Management, Menu Development, Catering, Revenue Analysis, Front Office, Micros, Fine Dining, Hiring, New Restaurant Openings, Yield Management, Leadership Development, Strategy, Employee Training, Rooms Division, Employee Engagement
Education
iPEC Coaching - Institute for Professional Excellence in Coaching 2012 — 2013
Certified Professional Coach
Elon University 1996 — 2000
BS, Economics, Marketing
Robert Kerns Robert Kerns's SEI Investments Experience August 2003 - Present
Job Operations Director at SEI
Industry Financial Services
Experience
SEI Investments August 2003 - Present
The BISYS Group August 2002 - August 2003
Hemisphere Management Limited February 2000 - August 2002
Skills
Fund Administration, Hedge Funds, Fund Of Funds, Separately Managed..., Alternative Investments, Sales Support, Financial Accounting, Account Reconciliation, US GAAP reporting, Financial Statement...
Education
Golden Gate University 1992 — 1994
Degree: BA, Accounting
SEI Investments August 2003 - Present
The BISYS Group August 2002 - August 2003
Hemisphere Management Limited February 2000 - August 2002
Skills
Fund Administration, Hedge Funds, Fund Of Funds, Separately Managed..., Alternative Investments, Sales Support, Financial Accounting, Account Reconciliation, US GAAP reporting, Financial Statement...
Education
Golden Gate University 1992 — 1994
Degree: BA, Accounting
Kerry Kilcullen Sinclair Kerry Kilcullen Sinclair's SEI Investments Experience August 2000 - 2005
Job
Industry Financial Services
Experience
RisCura June 2014 - Present
RisCura September 2013 - June 2014
RisCura May 2009 - September 2013
SinCo July 2007 - October 2008
SEI 2005 - 2007
SEI Investments August 2000 - 2005
Skills
Marketing Strategy, Institutional..., Marketing, Business Strategy, Asset Management, Marketing Communications, Strategic Planning, Strategy, New Business Development, Competitive Analysis, Marketing Management, Strategic Brand..., Investment Advisory, Financial Services
Education
Duke University 1996 — 2000
BA
RisCura June 2014 - Present
RisCura September 2013 - June 2014
RisCura May 2009 - September 2013
SinCo July 2007 - October 2008
SEI 2005 - 2007
SEI Investments August 2000 - 2005
Skills
Marketing Strategy, Institutional..., Marketing, Business Strategy, Asset Management, Marketing Communications, Strategic Planning, Strategy, New Business Development, Competitive Analysis, Marketing Management, Strategic Brand..., Investment Advisory, Financial Services
Education
Duke University 1996 — 2000
BA
Mahesh Donga Mahesh Donga's SEI Investments Experience April 2008 - Present
Job Sr. Oracle DBA/Technical Data Architect
Industry Information Technology and Services
Experience
SEI Investments April 2008 - Present
Oracle Corporation January 2007 - January 2008
Tata Consultancy Services December 2003 - December 2006
Skills
Oracle Administration, C++, C, Windows, Visual Basic, C#, Shell Scripting, Core Java, COBOL, CDC, Prolog, Streams, Oracle RAC, RMAN, Operating Systems, Java, Linux, HTML, Unix, SQL, SQL Server, Perl, JavaScript, Visual Studio, .NET, Solaris, ASP.NET, VB.NET, ASP, PL/SQL, Databases, VBScript, Access, Backup, change data capture, oracle dba, Crystal Reports, AIX, Unix Shell Scripting, HP-UX, Grid Control, Visio, Oracle Enterprise..., Red Hat Linux, Microsoft SQL Server, Oracle, Performance Tuning, Database Administration, Disaster Recovery, Oracle Applications
Education
Gujarat University 2000 — 2004
Bachelore Of Engineering, Information Technology
High School
High School
High School
SEI Investments April 2008 - Present
Oracle Corporation January 2007 - January 2008
Tata Consultancy Services December 2003 - December 2006
Skills
Oracle Administration, C++, C, Windows, Visual Basic, C#, Shell Scripting, Core Java, COBOL, CDC, Prolog, Streams, Oracle RAC, RMAN, Operating Systems, Java, Linux, HTML, Unix, SQL, SQL Server, Perl, JavaScript, Visual Studio, .NET, Solaris, ASP.NET, VB.NET, ASP, PL/SQL, Databases, VBScript, Access, Backup, change data capture, oracle dba, Crystal Reports, AIX, Unix Shell Scripting, HP-UX, Grid Control, Visio, Oracle Enterprise..., Red Hat Linux, Microsoft SQL Server, Oracle, Performance Tuning, Database Administration, Disaster Recovery, Oracle Applications
Education
Gujarat University 2000 — 2004
Bachelore Of Engineering, Information Technology
High School
High School
High School
Robert A. Pope Jr. Robert A. Pope Jr.'s SEI Investments Experience January 2004 - May 2005
Job Compliance Consultant at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors November 2011 - Present
Securities America, Inc. Member FINRA/SIPC October 2009 - November 2011
Nationwide Securities, LLC May 2005 - October 2009
SEI Investments January 2004 - May 2005
Skills
Mutual Funds, Risk Management, Series 7, Insurance, Series 24, Series 63, Securities, Retirement Planning, Series 6, Auditing, Investment Advisory, Asset Managment, FINRA Arbitrator, Variable Annuities
Education
Towson University 1992 — 1994
Bachelor of Science, Business Administration
Frederick Community College 1990 — 1992
Associate's degree, Business Administration and Management, General
Lincoln Financial Advisors November 2011 - Present
Securities America, Inc. Member FINRA/SIPC October 2009 - November 2011
Nationwide Securities, LLC May 2005 - October 2009
SEI Investments January 2004 - May 2005
Skills
Mutual Funds, Risk Management, Series 7, Insurance, Series 24, Series 63, Securities, Retirement Planning, Series 6, Auditing, Investment Advisory, Asset Managment, FINRA Arbitrator, Variable Annuities
Education
Towson University 1992 — 1994
Bachelor of Science, Business Administration
Frederick Community College 1990 — 1992
Associate's degree, Business Administration and Management, General
Erica Stefanik Erica Stefanik's SEI Investments Experience May 2008 - March 2011
Job Trust Operations Supervisor & Trust Officer at The Bryn Mawr Trust Company
Industry Financial Services
Experience
The Bryn Mawr Trust Company August 2013 - Present
The Bryn Mawr Trust Company February 2013 - August 2013
The Bryn Mawr Trust Company November 2011 - February 2013
The Bryn Mawr Trust Company March 2011 - November 2011
SEI Investments May 2008 - March 2011
Commerce Bancorp November 2004 - December 2005
Skills
Accounting, Wealth Management, Banking, Investments, Portfolio Management, Equities, Risk Management, Series 7, Retirement, Asset Managment, Strategic Financial..., Mortgage Lending, Trust Management, Process Improvement, Estate Planning, Financial Services, Asset Management
Education
Rosemont College 2013 — 2015
Master of Business Administration (MBA), Concentration- Finance
Gwynedd-Mercy College 2010 — 2012
Bachelor of Science, Accounting, 3.65
Kennedy Kenrick Catholic High School 1996 — 2001
High School Diploma
The Bryn Mawr Trust Company August 2013 - Present
The Bryn Mawr Trust Company February 2013 - August 2013
The Bryn Mawr Trust Company November 2011 - February 2013
The Bryn Mawr Trust Company March 2011 - November 2011
SEI Investments May 2008 - March 2011
Commerce Bancorp November 2004 - December 2005
Skills
Accounting, Wealth Management, Banking, Investments, Portfolio Management, Equities, Risk Management, Series 7, Retirement, Asset Managment, Strategic Financial..., Mortgage Lending, Trust Management, Process Improvement, Estate Planning, Financial Services, Asset Management
Education
Rosemont College 2013 — 2015
Master of Business Administration (MBA), Concentration- Finance
Gwynedd-Mercy College 2010 — 2012
Bachelor of Science, Accounting, 3.65
Kennedy Kenrick Catholic High School 1996 — 2001
High School Diploma
Robert E. Daniel Robert E. Daniel's SEI Investments Experience November 2003 - March 2006
Job Director of Partnerships at American Conference Institute
Industry Information Services
Experience
American Conference Institute June 2014 - Present
Reputation Institute March 2013 - May 2014
Tiger 21 June 2010 - 2012
Endevon Capital LLC April 2006 - September 2008
SEI Investments November 2003 - March 2006
3D Excavators May 2001 - November 2003
Accenture July 2000 - September 2000
Skills
Hedge Funds, Investments, Private Equity, Alternative Investments, Portfolio Management, Business Strategy, Asset Management, Management, Equities, Fund Of Funds, Due Diligence, Strategy, Analysis, Asset Managment, Financial Modeling, Valuation, Business Development, Strategic Planning, Investor Relations, Asset Allocation, Venture Capital, Fund Administration, Microsoft Excel, Derivatives, Corporate Finance, Sales, Strategic Partnerships, Growth Strategies, Project Planning, Management Consulting, Leadership, Workshop Facilitation, Research, Microsoft Office, Word, Excel, PowerPoint
Education
Georgia Institute of Technology 1996 — 2001
BS in Management, Finance & Management of Information Technology
American Conference Institute June 2014 - Present
Reputation Institute March 2013 - May 2014
Tiger 21 June 2010 - 2012
Endevon Capital LLC April 2006 - September 2008
SEI Investments November 2003 - March 2006
3D Excavators May 2001 - November 2003
Accenture July 2000 - September 2000
Skills
Hedge Funds, Investments, Private Equity, Alternative Investments, Portfolio Management, Business Strategy, Asset Management, Management, Equities, Fund Of Funds, Due Diligence, Strategy, Analysis, Asset Managment, Financial Modeling, Valuation, Business Development, Strategic Planning, Investor Relations, Asset Allocation, Venture Capital, Fund Administration, Microsoft Excel, Derivatives, Corporate Finance, Sales, Strategic Partnerships, Growth Strategies, Project Planning, Management Consulting, Leadership, Workshop Facilitation, Research, Microsoft Office, Word, Excel, PowerPoint
Education
Georgia Institute of Technology 1996 — 2001
BS in Management, Finance & Management of Information Technology
Brian Raveling Brian Raveling's SEI Investments Experience September 2008 - July 2009
Job Initial Listing Analyst at NYSE
Industry Financial Services
Experience
NYSE April 2014 - Present
NYSE October 2010 - April 2014
Seoul, South Korea August 2009 - June 2010
SEI Investments September 2008 - July 2009
Skills
Finance, Analysis, Management, Investments, Auditing, Portfolio Management, Accounting, Securities, Financial Analysis, Financial Modeling, Internal Audit
Education
New York University - Leonard N. Stern School of Business 2014 — 2018
Master of Business Administration (MBA)
Elizabethtown College 2004 — 2008
B.S., Business Administration; Finance
NYSE April 2014 - Present
NYSE October 2010 - April 2014
Seoul, South Korea August 2009 - June 2010
SEI Investments September 2008 - July 2009
Skills
Finance, Analysis, Management, Investments, Auditing, Portfolio Management, Accounting, Securities, Financial Analysis, Financial Modeling, Internal Audit
Education
New York University - Leonard N. Stern School of Business 2014 — 2018
Master of Business Administration (MBA)
Elizabethtown College 2004 — 2008
B.S., Business Administration; Finance
Michael Burke, CFA Michael Burke, CFA's SEI Investments Experience December 2010 - January 2014
Job Institutional Advice at SEI
Industry Financial Services
Experience
SEI January 2014 - Present
SEI Investments December 2010 - January 2014
SEI Investments September 2008 - December 2010
Bank of New York Mellon June 2006 - March 2008
Education
Fairfield University 2002 — 2006
BS, Finance
SEI January 2014 - Present
SEI Investments December 2010 - January 2014
SEI Investments September 2008 - December 2010
Bank of New York Mellon June 2006 - March 2008
Education
Fairfield University 2002 — 2006
BS, Finance
Roland Vigue Roland Vigue's SEI Investments Experience 2000 - September 2011
Job Project Manager at QVC
Industry Information Technology and Services
Experience
QVC June 2014 - Present
Independence Blue Cross October 2012 - May 2014
Lumesis, Inc. May 2012 - October 2012
Independence Blue Cross - Strategy PMO October 2011 - May 2012
Threshold Group October 2011 - May 2012
SEI Investments 2000 - September 2011
Pfizer - Global Strategic Marketing 1998 - 2000
Bristol-Myers Squibb 1987 - 1998
Skills
Program Management, Project Portfolio..., Certified Scrum Master..., Solutions Development, Management, Software Project..., Solution Development, Business Analysis, Vendor Management, Process Improvement, Leadership, Business Intelligence, Executive Management, Business Process...
Education
Fairleigh Dickinson University
MS, Computer Science
Fairleigh Dickinson University
MBA, Finance
Seton Hall University
BA, Business Admin - Accounting
QVC June 2014 - Present
Independence Blue Cross October 2012 - May 2014
Lumesis, Inc. May 2012 - October 2012
Independence Blue Cross - Strategy PMO October 2011 - May 2012
Threshold Group October 2011 - May 2012
SEI Investments 2000 - September 2011
Pfizer - Global Strategic Marketing 1998 - 2000
Bristol-Myers Squibb 1987 - 1998
Skills
Program Management, Project Portfolio..., Certified Scrum Master..., Solutions Development, Management, Software Project..., Solution Development, Business Analysis, Vendor Management, Process Improvement, Leadership, Business Intelligence, Executive Management, Business Process...
Education
Fairleigh Dickinson University
MS, Computer Science
Fairleigh Dickinson University
MBA, Finance
Seton Hall University
BA, Business Admin - Accounting
Matthew D. Kane Matthew D. Kane's SEI Investments Experience August 1993 - January 1996
Job President at Compass Ion Advisors, LLC
Industry Financial Services
Experience
Compass Ion Advisors, LLC December 2008 - Present
EGE Advisors, LTD April 2006 - December 2008
Young Life January 1996 - March 2006
SEI Investments August 1993 - January 1996
Skills
Wealth Management, Leadership, Management, Insurance, Finance, Fundraising, Asset Management, Public Speaking, Investment Advisory, Entrepreneurship, Financial Analysis
Education
Eastern University 1989 — 1993
Bachelor's degree, Business Administration and Management, General
Compass Ion Advisors, LLC December 2008 - Present
EGE Advisors, LTD April 2006 - December 2008
Young Life January 1996 - March 2006
SEI Investments August 1993 - January 1996
Skills
Wealth Management, Leadership, Management, Insurance, Finance, Fundraising, Asset Management, Public Speaking, Investment Advisory, Entrepreneurship, Financial Analysis
Education
Eastern University 1989 — 1993
Bachelor's degree, Business Administration and Management, General
Denean Williams Denean Williams's SEI Investments Experience January 2001 - August 2007
Job Enterprising Executive, Authentic Leader
Industry Investment Management
Experience
Full Circle Computing October 2013 - Present
The Bryn Mawr Trust Company January 2010 - Present
United Way of Southeastern Pennsylvania August 2010 - Present
Cameron Capital Management August 2007 - October 2013
SEI January 2001 - August 2007
SEI Investments January 2001 - August 2007
Deloitte Consulting May 1998 - May 2000
Skills
Business Development, Strategic Planning, Profit Maximization, Sales Management, Negotiation, Contractual Agreements, Software Development, Financial Services, Investment Strategies, Board Governance, Private Equity
Education
Harvard Business School 1996 — 1998
MBA, Finance & General Management
Purdue University 1995 — 1996
Master of Science, Engineering
Penn State University 1989 — 1993
B.S., Engineering
Full Circle Computing October 2013 - Present
The Bryn Mawr Trust Company January 2010 - Present
United Way of Southeastern Pennsylvania August 2010 - Present
Cameron Capital Management August 2007 - October 2013
SEI January 2001 - August 2007
SEI Investments January 2001 - August 2007
Deloitte Consulting May 1998 - May 2000
Skills
Business Development, Strategic Planning, Profit Maximization, Sales Management, Negotiation, Contractual Agreements, Software Development, Financial Services, Investment Strategies, Board Governance, Private Equity
Education
Harvard Business School 1996 — 1998
MBA, Finance & General Management
Purdue University 1995 — 1996
Master of Science, Engineering
Penn State University 1989 — 1993
B.S., Engineering
Kristin Eddy Kristin Eddy's SEI Investments Experience January 2004 - April 2008
Job Senior Business Systems Analyst at GMAC ResCap
Industry Information Technology and Services
Experience
GMAC ResCap January 2011 - Present
Independent Strategic Advisors July 2010 - December 2010
Philadelphia Insurance Companies February 2009 - July 2010
SEI Investments January 2004 - April 2008
American Management Systems (AMS) February 1997 - August 2001
Skills
Business Analysis, Business Systems..., Use Case Development, Requirements Management, Quality Assurance, Agile & Waterfall..., Ecology, E-commerce, Product Management, Project Management
Education
University of Tennessee-Knoxville - College of Business Administration
Bachelor of Science, Finance
GMAC ResCap January 2011 - Present
Independent Strategic Advisors July 2010 - December 2010
Philadelphia Insurance Companies February 2009 - July 2010
SEI Investments January 2004 - April 2008
American Management Systems (AMS) February 1997 - August 2001
Skills
Business Analysis, Business Systems..., Use Case Development, Requirements Management, Quality Assurance, Agile & Waterfall..., Ecology, E-commerce, Product Management, Project Management
Education
University of Tennessee-Knoxville - College of Business Administration
Bachelor of Science, Finance
Victoria Koble Victoria Koble's SEI Investments Experience 1998 - 2003
Job Vice President, Sr Technology Project Manager at PNC
Industry Financial Services
Experience
PNC Bank 2014 - Present
Oakbrook Solutions Inc. 2003 - 2014
SEI Investments 1998 - 2003
SEI Investments 1994 - 1998
SEI Investments 1991 - 1993
SEI Investments 1988 - 1991
Skills
Miller Heiman, Wealth Management, Customer Relations, Consultative Selling, Negotiation, Asset Managment, Customer Service, Selling, Asset Management, Budgets, Business Analysis, Business Process, CRM, Contract Negotiation, Cross-functional Team..., Financial Services, Investments, Leadership, Management, Mutual Funds, Program Management, Project Management, Recruiting, Sales, Sales Process, Training
Education
Gannon University
MBA Program, Finance
Geneva College
BSBA, Business, Accounting, English
PNC Bank 2014 - Present
Oakbrook Solutions Inc. 2003 - 2014
SEI Investments 1998 - 2003
SEI Investments 1994 - 1998
SEI Investments 1991 - 1993
SEI Investments 1988 - 1991
Skills
Miller Heiman, Wealth Management, Customer Relations, Consultative Selling, Negotiation, Asset Managment, Customer Service, Selling, Asset Management, Budgets, Business Analysis, Business Process, CRM, Contract Negotiation, Cross-functional Team..., Financial Services, Investments, Leadership, Management, Mutual Funds, Program Management, Project Management, Recruiting, Sales, Sales Process, Training
Education
Gannon University
MBA Program, Finance
Geneva College
BSBA, Business, Accounting, English
David Kilgariff David Kilgariff's SEI Investments Experience 2000 - 2005
Job Director
Industry Financial Services
Experience
Brandywine Global Investment Management January 2015 - Present
Prudential Financial July 2010 - June 2014
Pershing LLC, Bank of New York Mellon March 2009 - July 2010
JPMorgan 2005 - January 2009
SEI Investments 2000 - 2005
First USA / Bank One 1998 - 2000
Merrill Lynch 1996 - 1998
Prudential Insurance Company 1995 - 1996
Merrill Lynch 1986 - 1995
Skills
Search Engine Technology, Social Media Marketing, Business Process..., Business Process..., Vendor Management, Program Management, Strategy, Financial Services, CRM, Risk Management, New Business Development, SDLC, Executive Management, Management, Leadership, Outsourcing, PMO, Disaster Recovery, Business Analysis, Business Intelligence, Process Improvement, Project Management, Team Building, IT Strategy, Business Process..., Relationship Management, Product Management, Business Development, Strategic Partnerships, Business Planning, Team Management, Project Planning, Finance, Budgets, Marketing, Innovation, FINRA Series 99 License, Compliance
Education
New Jersey Institute of Technology 1992 — 1996
MS - Computer Science, Computer Science
East Stroudsburg University of Pennsylvania 1982 — 1986
BA, Economics
Council Rock High School 1976 — 1980
High School Diploma
Brandywine Global Investment Management January 2015 - Present
Prudential Financial July 2010 - June 2014
Pershing LLC, Bank of New York Mellon March 2009 - July 2010
JPMorgan 2005 - January 2009
SEI Investments 2000 - 2005
First USA / Bank One 1998 - 2000
Merrill Lynch 1996 - 1998
Prudential Insurance Company 1995 - 1996
Merrill Lynch 1986 - 1995
Skills
Search Engine Technology, Social Media Marketing, Business Process..., Business Process..., Vendor Management, Program Management, Strategy, Financial Services, CRM, Risk Management, New Business Development, SDLC, Executive Management, Management, Leadership, Outsourcing, PMO, Disaster Recovery, Business Analysis, Business Intelligence, Process Improvement, Project Management, Team Building, IT Strategy, Business Process..., Relationship Management, Product Management, Business Development, Strategic Partnerships, Business Planning, Team Management, Project Planning, Finance, Budgets, Marketing, Innovation, FINRA Series 99 License, Compliance
Education
New Jersey Institute of Technology 1992 — 1996
MS - Computer Science, Computer Science
East Stroudsburg University of Pennsylvania 1982 — 1986
BA, Economics
Council Rock High School 1976 — 1980
High School Diploma
William (Larry) Eckman William (Larry) Eckman's SEI Investments Experience 1992 - 1996
Job Senior Vice President at Segal Rogerscasey
Industry Financial Services
Experience
Segal Rogerscasey February 2012 - Present
RogersCasey February 1996 - April 2012
SEI Investments 1992 - 1996
Waytt Company January 1988 - January 1992
Skills
Alternative Investments, Hedge Funds, Asset Allocation, Asset Managment, Investment Strategies, Fund Of Funds, Equities, Investment Advisory, Investments, Portfolio Management, Fixed Income, Private Equity, Wealth Management, Endowments, Bloomberg, Series 7, Investment Management, Pensions, Mutual Funds, Institutional..., Asset Management
Education
Florida International University 1981 — 1983
MBA, Finance
University of Tennessee-Knoxville
Bachelor's degree, Design and Applied Arts, 3.2
Segal Rogerscasey February 2012 - Present
RogersCasey February 1996 - April 2012
SEI Investments 1992 - 1996
Waytt Company January 1988 - January 1992
Skills
Alternative Investments, Hedge Funds, Asset Allocation, Asset Managment, Investment Strategies, Fund Of Funds, Equities, Investment Advisory, Investments, Portfolio Management, Fixed Income, Private Equity, Wealth Management, Endowments, Bloomberg, Series 7, Investment Management, Pensions, Mutual Funds, Institutional..., Asset Management
Education
Florida International University 1981 — 1983
MBA, Finance
University of Tennessee-Knoxville
Bachelor's degree, Design and Applied Arts, 3.2
Raef Lee Raef Lee's SEI Investments Experience January 2003 - Present
Job
Industry Financial Services
Experience
SEI Investments January 2003 - Present
Education
Durham University 1978 — 1983
B. Sc, Engineering, Electronics
Lancaster Royal Grammar School
University of Durham
M. Eng, Computer Science
SEI Investments January 2003 - Present
Education
Durham University 1978 — 1983
B. Sc, Engineering, Electronics
Lancaster Royal Grammar School
University of Durham
M. Eng, Computer Science
Gregory Fantoni Gregory Fantoni's SEI Investments Experience June 2010 - August 2010
Job IBD Associate at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse March 2014 - Present
Citigroup June 2011 - February 2014
SEI Investments June 2010 - August 2010
InvestEdge, Inc. June 2008 - August 2008
Skills
Financial Modeling, Investment Banking, Valuation, Bloomberg, Data Analysis, Corporate Finance, Financial Analysis
Education
Georgetown University - The McDonough School of Business 2007 — 2011
Finance and International Business Double Major
UNSW Australia 2009 — 2009
Finance and Business
West Chester East High School 2003 — 2007
High School Diploma
Credit Suisse March 2014 - Present
Citigroup June 2011 - February 2014
SEI Investments June 2010 - August 2010
InvestEdge, Inc. June 2008 - August 2008
Skills
Financial Modeling, Investment Banking, Valuation, Bloomberg, Data Analysis, Corporate Finance, Financial Analysis
Education
Georgetown University - The McDonough School of Business 2007 — 2011
Finance and International Business Double Major
UNSW Australia 2009 — 2009
Finance and Business
West Chester East High School 2003 — 2007
High School Diploma
Patricia Owens Patricia Owens's SEI Investments Experience September 1991 - June 2000
Job Private Banker, JP Morgan
Industry Investment Management
Experience
JP Morgan Private Bank December 2012 - Present
Sage Hill Partners November 2008 - September 2012
Decision Strategies International October 2007 - November 2008
PNC Advisors January 2004 - October 2007
Bryn Mawr Trust Company September 2001 - December 2004
SEI Investments September 1991 - June 2000
Goldman Sachs June 1990 - August 1990
Procter & Gamble August 1985 - August 1989
Skills
Business Strategy, Strategic Planning, Strategy, Wealth Management, Investments, Management Consulting, Marketing, Mergers, Leadership, Change Management, Investment Banking, Due Diligence, Executive Management, Coaching, Financial Analysis, New Business Development, Entrepreneurship, Business Development, Management, Portfolio Management, Mergers & Acquisitions
Education
Harvard Business School 1989 — 1991
MBA
Princeton University 1981 — 1985
Cherry Hill East
JP Morgan Private Bank December 2012 - Present
Sage Hill Partners November 2008 - September 2012
Decision Strategies International October 2007 - November 2008
PNC Advisors January 2004 - October 2007
Bryn Mawr Trust Company September 2001 - December 2004
SEI Investments September 1991 - June 2000
Goldman Sachs June 1990 - August 1990
Procter & Gamble August 1985 - August 1989
Skills
Business Strategy, Strategic Planning, Strategy, Wealth Management, Investments, Management Consulting, Marketing, Mergers, Leadership, Change Management, Investment Banking, Due Diligence, Executive Management, Coaching, Financial Analysis, New Business Development, Entrepreneurship, Business Development, Management, Portfolio Management, Mergers & Acquisitions
Education
Harvard Business School 1989 — 1991
MBA
Princeton University 1981 — 1985
Cherry Hill East
Brian J. Davis's SEI Investments Experience 1990 - 1994
Job Project and Change Management
Industry Financial Services
Experience
Transition Services Corp December 1998 - Present
Bank of America Merrill Lynch 1998 - Present
Fidelity Investments July 1995 - February 1998
Independant Consultant 1994 - 1995
SEI Investments 1990 - 1994
Skills
Program Management, Project Portfolio..., Change Management, Project Delivery, Process Improvement, Business Relationship..., Vendor Management, Account Management, Strategic Planning, Business Requirements, Quality Assurance, Risk Management, Operations Management, Wealth Management, Project Management, MS Project, Management, Investments, Management Consulting, Business Strategy, Consulting, Asset Management, Financial Services, Investment Management, Microsoft Project
Education
Hampden-Sydney College 1984 — 1988
Bachelor of Arts, Management in Economonics
Transition Services Corp December 1998 - Present
Bank of America Merrill Lynch 1998 - Present
Fidelity Investments July 1995 - February 1998
Independant Consultant 1994 - 1995
SEI Investments 1990 - 1994
Skills
Program Management, Project Portfolio..., Change Management, Project Delivery, Process Improvement, Business Relationship..., Vendor Management, Account Management, Strategic Planning, Business Requirements, Quality Assurance, Risk Management, Operations Management, Wealth Management, Project Management, MS Project, Management, Investments, Management Consulting, Business Strategy, Consulting, Asset Management, Financial Services, Investment Management, Microsoft Project
Education
Hampden-Sydney College 1984 — 1988
Bachelor of Arts, Management in Economonics
Himanshu Patel's SEI Investments Experience May 2011 - July 2012
Job Senior Project Lead Consultant at Wells Fargo
Industry Computer Software
Experience
Mphasis - An HP Company July 2014 - Present
Wells Fargo July 2012 - Present
NTT DATA July 2012 - July 2014
SEI Investments May 2011 - July 2012
EGEN Solutions, Inc. May 2011 - July 2012
East Tennessee State University - TBR August 2009 - May 2011
Hutchison 3G May 2008 - July 2009
Wipro Technologies May 2007 - April 2008
Skills
Weblogic, Spring, Java Enterprise Edition, Servlets, Tomcat, Oracle, SDLC, XML, Java, JUnit, SoapUI, PL/SQL, Hibernate, WSDL, XPath, XSLT, C++, Vim, Eclipse, EclipseLink, WebSphere Application..., WebSphere Portlet..., Apache Ivy, Apache Tiles, JSP development, Web Services, JMS, ActiveMQ, Spring Integration, VMware Server, JPA, XSD, SOA, Object Oriented Design, EJB, JAXB, Software Project..., SOAP, Software Design, J2EE Application..., Web Applications, .NET, Unit Testing, JDBC, JSP, Maven
Education
East Tennessee State University 2009 — 2011
Master of Science (MS), Applied Computer Science, 3.81
University of Pune
Bachelor of Engineering (BE), Computer Engineering, First Class
Ahmednagar College 2001 — 2003
HSC, Physics, Chemistry, Mathematics, Electronics, Distinction
Sacred Heart Convent High School 1995 — 2001
SSC, Secondary School, Distinction
Mphasis - An HP Company July 2014 - Present
Wells Fargo July 2012 - Present
NTT DATA July 2012 - July 2014
SEI Investments May 2011 - July 2012
EGEN Solutions, Inc. May 2011 - July 2012
East Tennessee State University - TBR August 2009 - May 2011
Hutchison 3G May 2008 - July 2009
Wipro Technologies May 2007 - April 2008
Skills
Weblogic, Spring, Java Enterprise Edition, Servlets, Tomcat, Oracle, SDLC, XML, Java, JUnit, SoapUI, PL/SQL, Hibernate, WSDL, XPath, XSLT, C++, Vim, Eclipse, EclipseLink, WebSphere Application..., WebSphere Portlet..., Apache Ivy, Apache Tiles, JSP development, Web Services, JMS, ActiveMQ, Spring Integration, VMware Server, JPA, XSD, SOA, Object Oriented Design, EJB, JAXB, Software Project..., SOAP, Software Design, J2EE Application..., Web Applications, .NET, Unit Testing, JDBC, JSP, Maven
Education
East Tennessee State University 2009 — 2011
Master of Science (MS), Applied Computer Science, 3.81
University of Pune
Bachelor of Engineering (BE), Computer Engineering, First Class
Ahmednagar College 2001 — 2003
HSC, Physics, Chemistry, Mathematics, Electronics, Distinction
Sacred Heart Convent High School 1995 — 2001
SSC, Secondary School, Distinction
Chris Rebman Chris Rebman's SEI Investments Experience November 2008 - Present
Job Relationship Manager at SEI Investments
Industry Financial Services
Experience
SEI Investments November 2008 - Present
SEI March 2007 - October 2008
H & R Block Financial Advisors August 1994 - March 2007
H&R Block Financial Advisors August 1994 - May 1997
Skills
Mutual Funds, FINRA, Investments, Series 7, Customer Relations, Securities, ETFs, Equities, Series 24, Alternative Investments
Education
Saint Joseph's University - Erivan K. Haub School of Business 2006 — 2009
MBA, Management
Franklin & Marshall College 1989 — 1993
BA, Business Administration
SEI Investments November 2008 - Present
SEI March 2007 - October 2008
H & R Block Financial Advisors August 1994 - March 2007
H&R Block Financial Advisors August 1994 - May 1997
Skills
Mutual Funds, FINRA, Investments, Series 7, Customer Relations, Securities, ETFs, Equities, Series 24, Alternative Investments
Education
Saint Joseph's University - Erivan K. Haub School of Business 2006 — 2009
MBA, Management
Franklin & Marshall College 1989 — 1993
BA, Business Administration
Brian Barone Brian Barone's SEI Investments Experience July 2003 - May 2006
Job Business Consultant to Fee Based Registered Investment Advisors at SEI
Industry Financial Services
Experience
SEI May 2008 - Present
SEI May 2006 - April 2008
SEI Investments July 2003 - May 2006
SEI January 2001 - July 2003
The Vanguard Group June 2000 - December 2000
The Vanguard group January 1999 - June 2000
Education
Elizabethtown College 1994 — 1998
Bachelor of Science (BS), Business Administration and Management, Quantitative Techniques
SEI May 2008 - Present
SEI May 2006 - April 2008
SEI Investments July 2003 - May 2006
SEI January 2001 - July 2003
The Vanguard Group June 2000 - December 2000
The Vanguard group January 1999 - June 2000
Education
Elizabethtown College 1994 — 1998
Bachelor of Science (BS), Business Administration and Management, Quantitative Techniques
Alan Soucier's SEI Investments Experience January 2001 - April 2002
Job Quality Assurance Leader & Service Delivery Manager
Industry Information Technology and Services
Experience
TEKsystems January 2008 - Present
TEKsystems June 2006 - December 2008
QA Associates 2005 - 2006
QA Associates 2002 - 2005
SEI Investments January 2001 - April 2002
Infonautics 1999 - 2001
Skills
Software Quality..., Quality Assurance, SDLC, Testing, Quality Center, Test Planning, User Acceptance Testing, Agile Methodologies, Requirements Analysis, Software Documentation, System Testing, Business Analysis, QTP, Visio, Integration Testing, Manual Testing, Oracle, Test Strategy, Software Project..., Test Management, Business Process..., Team Building, Team Leadership, Scrum, Defect Tracking, Test Automation, Agile Project Management, PMP, Resource Management, Test Cases, ITIL, Regression Testing, PMO, Process Improvement, Change Management, Databases, Requirements Gathering, SOW, Business Requirements, Leadership
Education
Gordon Conwell Theological Seminary 1992 — 1995
MA, Counseling
Eastern Nazarene College 1989 — 1991
BA, Psychology
TEKsystems January 2008 - Present
TEKsystems June 2006 - December 2008
QA Associates 2005 - 2006
QA Associates 2002 - 2005
SEI Investments January 2001 - April 2002
Infonautics 1999 - 2001
Skills
Software Quality..., Quality Assurance, SDLC, Testing, Quality Center, Test Planning, User Acceptance Testing, Agile Methodologies, Requirements Analysis, Software Documentation, System Testing, Business Analysis, QTP, Visio, Integration Testing, Manual Testing, Oracle, Test Strategy, Software Project..., Test Management, Business Process..., Team Building, Team Leadership, Scrum, Defect Tracking, Test Automation, Agile Project Management, PMP, Resource Management, Test Cases, ITIL, Regression Testing, PMO, Process Improvement, Change Management, Databases, Requirements Gathering, SOW, Business Requirements, Leadership
Education
Gordon Conwell Theological Seminary 1992 — 1995
MA, Counseling
Eastern Nazarene College 1989 — 1991
BA, Psychology
Michel Manuel Michel Manuel's SEI Investments Experience 2009 - January 2011
Job Account Manager at Stone Coast Fund Services
Industry Financial Services
Experience
Stone Coast Fund Services June 2015 - Present
Stone Coast Fund Services November 2011 - June 2015
Allen & Company January 2011 - June 2011
SEI Investments 2009 - January 2011
SEI Investments 2008 - 2009
SEI Investments 2007 - 2008
JPMorgan Chase 2005 - 2007
Edward Jones 2003 - 2005
Skills
Equities, Fund Accounting, Hedge Funds, Portfolio Management, Accounting, Account Reconciliation, ETFs, Bloomberg, Fund Administration, Series 7, Series 63, Asset Allocation, Fixed Income, Options, Relationship Management, Corporate Actions, Mutual Funds, Financial Services, Derivatives, Securities, Financial Reporting
Education
Goldey-Beacom College 2006 — 2008
MBA, Financial Management
University of Delaware - Lerner College of Business and Economics 2002 — 2004
Bachelor of Science, Finance
University of New Haven 2000 — 2004
Charter School of Wilmington 1996 — 2000
Stone Coast Fund Services June 2015 - Present
Stone Coast Fund Services November 2011 - June 2015
Allen & Company January 2011 - June 2011
SEI Investments 2009 - January 2011
SEI Investments 2008 - 2009
SEI Investments 2007 - 2008
JPMorgan Chase 2005 - 2007
Edward Jones 2003 - 2005
Skills
Equities, Fund Accounting, Hedge Funds, Portfolio Management, Accounting, Account Reconciliation, ETFs, Bloomberg, Fund Administration, Series 7, Series 63, Asset Allocation, Fixed Income, Options, Relationship Management, Corporate Actions, Mutual Funds, Financial Services, Derivatives, Securities, Financial Reporting
Education
Goldey-Beacom College 2006 — 2008
MBA, Financial Management
University of Delaware - Lerner College of Business and Economics 2002 — 2004
Bachelor of Science, Finance
University of New Haven 2000 — 2004
Charter School of Wilmington 1996 — 2000
Elizabeth Kynett, PHR Elizabeth Kynett, PHR's SEI Investments Experience January 2005 - September 2006
Job Human Resources Professional at Essent Guaranty, Inc.
Industry Human Resources
Experience
Essent Guaranty, Inc. June 2015 - Present
Applied Card Systems June 2013 - May 2015
Penske Truck Leasing February 2010 - May 2013
QVC January 2007 - March 2008
SEI Investments January 2005 - September 2006
USA 3000 Airlines September 2002 - November 2004
Skills
Applicant Tracking..., Recruiting, Sourcing, Screening, Resume, OFCCP, Onboarding, Talent Acquisition, Talent Management, College Recruiting, Employee Relations, Technical Recruiting, Workforce Planning, HR Policies, HRIS, Human Resources, Employee Engagement, Internet Recruiting, Executive Search, Deferred Compensation, Performance Management
Education
Pennsylvania State University-Great Valley Graduate Center 2012 — 2016
Organizational Leadership
Villanova University
Certificate in Professional Human Resources Management
Immaculata University
B.A., Dynamics of Human Performance Management
Penncrest Senior High School
Essent Guaranty, Inc. June 2015 - Present
Applied Card Systems June 2013 - May 2015
Penske Truck Leasing February 2010 - May 2013
QVC January 2007 - March 2008
SEI Investments January 2005 - September 2006
USA 3000 Airlines September 2002 - November 2004
Skills
Applicant Tracking..., Recruiting, Sourcing, Screening, Resume, OFCCP, Onboarding, Talent Acquisition, Talent Management, College Recruiting, Employee Relations, Technical Recruiting, Workforce Planning, HR Policies, HRIS, Human Resources, Employee Engagement, Internet Recruiting, Executive Search, Deferred Compensation, Performance Management
Education
Pennsylvania State University-Great Valley Graduate Center 2012 — 2016
Organizational Leadership
Villanova University
Certificate in Professional Human Resources Management
Immaculata University
B.A., Dynamics of Human Performance Management
Penncrest Senior High School
James Foggo James Foggo's SEI Investments Experience October 2000 - October 2003
Job Managing Director, Head of BNYM ClearSky Services at BNY Mellon Investment Servicing (US) Inc.
Industry Financial Services
Experience
BNY Mellon Investment Servicing (US) Inc. May 2013 - Present
Enterprise Investor Services at BNY Mellon Asset Servicing November 2011 - April 2013
BNY Mellon Asset Servicing November 2009 - October 2011
BNY Mellon Asset Servicing (formerly PNC Global Investment Servicing) June 2007 - November 2009
BNY Mellon Asset Servicing (formerly PNC Global Investment Servicing) January 2006 - June 2007
GCom2 Solutions November 2003 - December 2005
SEI Investments October 2000 - October 2003
SEI Investments August 1998 - October 2000
Baker & McKenzie April 1995 - August 1998
Battle Fowler LLP May 1992 - April 1995
Skills
Investments, Hedge Funds, Back Office, Asset Management, Financial Services, Equities, Mutual Funds, Operational Risk..., Fund Accounting, Fund Administration, Restructuring, Asset Managment, Portfolio Management, Private Equity, AML, Auditing, Securities
Education
Seton Hall University School of Law 1990 — 1993
JD
Hobart and William Smith Colleges 1982 — 1986
B.A., History and Economics
BNY Mellon Investment Servicing (US) Inc. May 2013 - Present
Enterprise Investor Services at BNY Mellon Asset Servicing November 2011 - April 2013
BNY Mellon Asset Servicing November 2009 - October 2011
BNY Mellon Asset Servicing (formerly PNC Global Investment Servicing) June 2007 - November 2009
BNY Mellon Asset Servicing (formerly PNC Global Investment Servicing) January 2006 - June 2007
GCom2 Solutions November 2003 - December 2005
SEI Investments October 2000 - October 2003
SEI Investments August 1998 - October 2000
Baker & McKenzie April 1995 - August 1998
Battle Fowler LLP May 1992 - April 1995
Skills
Investments, Hedge Funds, Back Office, Asset Management, Financial Services, Equities, Mutual Funds, Operational Risk..., Fund Accounting, Fund Administration, Restructuring, Asset Managment, Portfolio Management, Private Equity, AML, Auditing, Securities
Education
Seton Hall University School of Law 1990 — 1993
JD
Hobart and William Smith Colleges 1982 — 1986
B.A., History and Economics
Sarah Hanson Sarah Hanson's SEI Investments Experience April 2006 - December 2010
Job Marketing Manager, BMO Wealth Management Marketing and Client Strategy
Industry Financial Services
Experience
BMO Financial Group December 2010 - Present
SEI Investments April 2006 - December 2010
BMO Guardian Group of Funds November 2004 - April 2006
First National Financial Corp June 2002 - November 2004
Skills
Investments, Digital Marketing, Mutual Funds, Financial Services, Wealth Management, Marketing Strategy, Asset Managment, Asset Allocation, Digital Strategy, Asset Management, Online Marketing, Marketing, Email Marketing, Management, Event Planning, Newsletters, Marketing Communications, Social Media Marketing
Education
Canadian Marketing Association 2012 — 2012
Certificate in Digital Marketing, Graduation with Distinction
Canadian Securities Institute 2007 — 2008
Canadian Securities Course
Humber College 2002 — 2003
Marketing Management, Post Graduate Certificate, Marketing, Honour Roll Status
Western University 1999 — 2002
BA, Sociology
BMO Financial Group December 2010 - Present
SEI Investments April 2006 - December 2010
BMO Guardian Group of Funds November 2004 - April 2006
First National Financial Corp June 2002 - November 2004
Skills
Investments, Digital Marketing, Mutual Funds, Financial Services, Wealth Management, Marketing Strategy, Asset Managment, Asset Allocation, Digital Strategy, Asset Management, Online Marketing, Marketing, Email Marketing, Management, Event Planning, Newsletters, Marketing Communications, Social Media Marketing
Education
Canadian Marketing Association 2012 — 2012
Certificate in Digital Marketing, Graduation with Distinction
Canadian Securities Institute 2007 — 2008
Canadian Securities Course
Humber College 2002 — 2003
Marketing Management, Post Graduate Certificate, Marketing, Honour Roll Status
Western University 1999 — 2002
BA, Sociology
Gretchen Pendleton, PHR Gretchen Pendleton, PHR's SEI Investments Experience 1989 - 1993
Job
Industry Human Resources
Experience
Mercy Suburban Hospital May 2010 - Present
Air Products Healthcare 2000 - 2009
Sunguard, Inc. (formerly SCT Corp.) 1997 - 2000
HBOC/McKesson 1994 - 1997
SEI Investments 1989 - 1993
Skills
Talent Management, Mergers, Administration, Fundraising, Partnering, Human Resources
Education
Eastern University 2012 — 2014
Master of Science (MS), Non-Profit Management
Villanova University 1990 — 1998
MS, Human Resources Development
Villanova University
Certificate, Fundamentals of Fundraising
University of Pennsylvania - The Wharton School
Finance and Accounting for the Non-Financial Manager
Mercy Suburban Hospital May 2010 - Present
Air Products Healthcare 2000 - 2009
Sunguard, Inc. (formerly SCT Corp.) 1997 - 2000
HBOC/McKesson 1994 - 1997
SEI Investments 1989 - 1993
Skills
Talent Management, Mergers, Administration, Fundraising, Partnering, Human Resources
Education
Eastern University 2012 — 2014
Master of Science (MS), Non-Profit Management
Villanova University 1990 — 1998
MS, Human Resources Development
Villanova University
Certificate, Fundamentals of Fundraising
University of Pennsylvania - The Wharton School
Finance and Accounting for the Non-Financial Manager
Peggy McDermott Peggy McDermott's SEI Investments Experience January 2005 - August 2007
Job Vice President, Senior Retirement Sales Executive at T. Rowe Price
Industry Investment Management
Experience
T. Rowe Price August 2011 - Present
Morgan Stanley/Van Kampen Investments 2007 - 2010
SEI Investments January 2005 - August 2007
SEI Investments January 2003 - January 2005
SEI Investments October 1999 - January 2003
Merrill Lynch April 1996 - October 1999
Morgan Stanley Asset Management March 1994 - April 1996
Vanguard July 1985 - March 1994
Education
Gettysburg College 1980 — 1984
B.A
T. Rowe Price August 2011 - Present
Morgan Stanley/Van Kampen Investments 2007 - 2010
SEI Investments January 2005 - August 2007
SEI Investments January 2003 - January 2005
SEI Investments October 1999 - January 2003
Merrill Lynch April 1996 - October 1999
Morgan Stanley Asset Management March 1994 - April 1996
Vanguard July 1985 - March 1994
Education
Gettysburg College 1980 — 1984
B.A
Dan Gattis Dan Gattis's SEI Investments Experience 1988 - 1992
Job Senior Vice President at IPS Group
Industry Management Consulting
Experience
IPS Group February 2011 - Present
The Jacobson Group October 2006 - February 2010
The Richard Harrington Company 2001 - 2006
Credit Suisse 1999 - 2001
ARM Financial Group 1996 - 1999
Chalke Consulting 1992 - 1996
SEI Investments 1988 - 1992
KPMG Peat Marwick 1983 - 1988
LOMA 1978 - 1983
JL Minton & Associates 1973 - 1978
Skills
Management, Strategy, Business Development, Mergers & Acquisitions, Executive Search, Insurance, Casualty, Property & Casualty..., Recruiting, Financial Services, New Business Development, Process Improvement, Investments, Sales, Talent Management, Program Management, Market Research, Underwriting, Business Strategy, Business Planning, Enterprise Risk..., Reinsurance, Financial Risk, Project Planning, Public Speaking, Mergers, Portfolio Management, Executive Management, Asset Management
Education
University of North Carolina at Chapel Hill 1971 — 1973
MPA, Public Administration
University of North Carolina at Chapel Hill 1966 — 1970
BA, Political Science
Duke University 1961 — 1965
Political Science, Military History
The Lawrenceville School 1958 — 1961
IPS Group February 2011 - Present
The Jacobson Group October 2006 - February 2010
The Richard Harrington Company 2001 - 2006
Credit Suisse 1999 - 2001
ARM Financial Group 1996 - 1999
Chalke Consulting 1992 - 1996
SEI Investments 1988 - 1992
KPMG Peat Marwick 1983 - 1988
LOMA 1978 - 1983
JL Minton & Associates 1973 - 1978
Skills
Management, Strategy, Business Development, Mergers & Acquisitions, Executive Search, Insurance, Casualty, Property & Casualty..., Recruiting, Financial Services, New Business Development, Process Improvement, Investments, Sales, Talent Management, Program Management, Market Research, Underwriting, Business Strategy, Business Planning, Enterprise Risk..., Reinsurance, Financial Risk, Project Planning, Public Speaking, Mergers, Portfolio Management, Executive Management, Asset Management
Education
University of North Carolina at Chapel Hill 1971 — 1973
MPA, Public Administration
University of North Carolina at Chapel Hill 1966 — 1970
BA, Political Science
Duke University 1961 — 1965
Political Science, Military History
The Lawrenceville School 1958 — 1961
Sabine Mehnert's SEI Investments Experience October 1996 - June 2000
Job Senior Manager of Corporate Relations at Food Bank of South Jersey
Industry Fund-Raising
Experience
Food Bank of South Jersey April 2015 - Present
Food Bank of South Jersey June 2014 - March 2015
Food Bank of South Jersey May 2013 - June 2014
Food Bank of South Jersey March 2012 - May 2013
Haddonfield Board of Education October 2001 - March 2012
Mary Kay Cosmetics February 2003 - 2012
IT Acceleration October 2007 - September 2008
US Nutrition Labeling Systems July 1995 - December 2004
J.Fithian Tatem School PTA May 2002 - May 2004
SEI Investments October 1996 - June 2000
Skills
Networking, Social Media, Project Management, Public Speaking, Leadership, Marketing, Management, Sales, Newsletters, Budgets, Event Planning, Non-profits, Event Management, Public Relations, Social Media Marketing, Strategic Planning, Social Networking, Fundraising, Marketing Communications, Customer Service, Research, Marketing Strategy, Microsoft Office, PowerPoint, Nonprofits, Retail, Microsoft Word, Training, Team Building, Coaching, Time Management, Analysis, Team Leadership, Leadership Development, Advertising, Email Marketing, Entrepreneurship, Teaching, Human Resources, Account Management, Trade Shows, Market Research, Blogging, Small Business, Online Marketing, Editing, Photography, Salesforce.com, Recruiting, Facebook
Education
Gettysburg College 1985 — 1989
BA, Entrepreneurship, Economics, Classics
St. Joseph's University 1991 — 1993
1/2 complete, MBA - Marketing
Hackettstown High School 1981 — 1985
HS Diploma, College Prep for Pre-Med
Food Bank of South Jersey April 2015 - Present
Food Bank of South Jersey June 2014 - March 2015
Food Bank of South Jersey May 2013 - June 2014
Food Bank of South Jersey March 2012 - May 2013
Haddonfield Board of Education October 2001 - March 2012
Mary Kay Cosmetics February 2003 - 2012
IT Acceleration October 2007 - September 2008
US Nutrition Labeling Systems July 1995 - December 2004
J.Fithian Tatem School PTA May 2002 - May 2004
SEI Investments October 1996 - June 2000
Skills
Networking, Social Media, Project Management, Public Speaking, Leadership, Marketing, Management, Sales, Newsletters, Budgets, Event Planning, Non-profits, Event Management, Public Relations, Social Media Marketing, Strategic Planning, Social Networking, Fundraising, Marketing Communications, Customer Service, Research, Marketing Strategy, Microsoft Office, PowerPoint, Nonprofits, Retail, Microsoft Word, Training, Team Building, Coaching, Time Management, Analysis, Team Leadership, Leadership Development, Advertising, Email Marketing, Entrepreneurship, Teaching, Human Resources, Account Management, Trade Shows, Market Research, Blogging, Small Business, Online Marketing, Editing, Photography, Salesforce.com, Recruiting, Facebook
Education
Gettysburg College 1985 — 1989
BA, Entrepreneurship, Economics, Classics
St. Joseph's University 1991 — 1993
1/2 complete, MBA - Marketing
Hackettstown High School 1981 — 1985
HS Diploma, College Prep for Pre-Med
Ebony (Smith) Sampson Ebony (Smith) Sampson's SEI Investments Experience August 2002 - May 2005
Job Retail Brokerage Services
Industry Financial Services
Experience
Metro Commercial Real Estate March 2015 - Present
Bridge Capital Partners LLC March 2010 - Present
Accenture March 2012 - March 2015
Accenture May 2009 - March 2012
SDM Investments, LLC May 2010 - September 2011
Barclays Capital August 2008 - January 2009
Lehman Brothers June 2007 - August 2007
Miller & Chevalier, Chartered May 2006 - July 2006
Shell 2006 - 2006
SEI Investments August 2002 - May 2005
Skills
Investment Banking, Strategy, Due Diligence, Private Equity, Corporate Development, Financial Modeling, Corporate Finance, Valuation, Finance
Education
Georgetown University Law Center 2005 — 2008
JD
Howard University 1998 — 2002
BBA, Finance
Metro Commercial Real Estate March 2015 - Present
Bridge Capital Partners LLC March 2010 - Present
Accenture March 2012 - March 2015
Accenture May 2009 - March 2012
SDM Investments, LLC May 2010 - September 2011
Barclays Capital August 2008 - January 2009
Lehman Brothers June 2007 - August 2007
Miller & Chevalier, Chartered May 2006 - July 2006
Shell 2006 - 2006
SEI Investments August 2002 - May 2005
Skills
Investment Banking, Strategy, Due Diligence, Private Equity, Corporate Development, Financial Modeling, Corporate Finance, Valuation, Finance
Education
Georgetown University Law Center 2005 — 2008
JD
Howard University 1998 — 2002
BBA, Finance
Richard Aguiar Richard Aguiar's SEI Investments Experience July 2009 - February 2012
Job Senior Vice President at U.S. Trust, Bank of America Private Wealth Management
Industry Financial Services
Experience
U.S. Trust, Bank of America Private Wealth Management June 2013 - Present
Boston Private Bank April 2012 - May 2013
SEI Investments July 2009 - February 2012
SEI Investments June 2006 - June 2009
SEI Investments June 1999 - May 2006
SEI Investments July 1994 - May 1999
Skills
Wealth Management, Certified Financial..., New Business Generation, New Business Development, Consultative Selling, Complex Sales, Practice Management, Business Strategy, Strategy Development, Process Consulting, Account Management, Large Account Sales, Building Relationships, Developing Client..., Investment Advisory, Trust Accounting, Trust Services, Asset Management, Investment Strategies, Asset Allocation, Product Management, Product Design, Product Launch, Product Strategy, Outsourcing, Mutual Funds, Asset Managment, Relationship Management, Investments, Business Development, Accounting, Sales, Securities, Portfolio Management, Strategy, Selling
Education
Georgia Institute of Technology 1988 — 1994
Bachelor, Electrical Engineering, Minor in Economics
U.S. Trust, Bank of America Private Wealth Management June 2013 - Present
Boston Private Bank April 2012 - May 2013
SEI Investments July 2009 - February 2012
SEI Investments June 2006 - June 2009
SEI Investments June 1999 - May 2006
SEI Investments July 1994 - May 1999
Skills
Wealth Management, Certified Financial..., New Business Generation, New Business Development, Consultative Selling, Complex Sales, Practice Management, Business Strategy, Strategy Development, Process Consulting, Account Management, Large Account Sales, Building Relationships, Developing Client..., Investment Advisory, Trust Accounting, Trust Services, Asset Management, Investment Strategies, Asset Allocation, Product Management, Product Design, Product Launch, Product Strategy, Outsourcing, Mutual Funds, Asset Managment, Relationship Management, Investments, Business Development, Accounting, Sales, Securities, Portfolio Management, Strategy, Selling
Education
Georgia Institute of Technology 1988 — 1994
Bachelor, Electrical Engineering, Minor in Economics
Michael Volpe Michael Volpe's SEI Investments Experience July 2007 - December 2010
Job LGL Partners
Industry Investment Management
Experience
LGL Partners July 2013 - Present
Forbes Family Trust July 2013 - Present
JPMorgan Chase December 2010 - July 2013
SEI Investments July 2007 - December 2010
Skills
Microsoft Office, Bloomberg, Private Client Services, Eagle PACE, Business Objects, Wealth Management, Alternative Investments, Expense Budget..., Asset Allocation, Private Clients, Asset Management, Hedge Funds, Mutual Funds, Investments, Financial Analysis, Securities, Fixed Income, Portfolio Management, Equities, Derivatives, Private Equity, Investment Management
Education
Gettysburg College 2003 — 2007
Bachelor of Arts (B.A.), Business Management, Economics Minor
The Haverford School 1999 — 2003
Academic Diploma
LGL Partners July 2013 - Present
Forbes Family Trust July 2013 - Present
JPMorgan Chase December 2010 - July 2013
SEI Investments July 2007 - December 2010
Skills
Microsoft Office, Bloomberg, Private Client Services, Eagle PACE, Business Objects, Wealth Management, Alternative Investments, Expense Budget..., Asset Allocation, Private Clients, Asset Management, Hedge Funds, Mutual Funds, Investments, Financial Analysis, Securities, Fixed Income, Portfolio Management, Equities, Derivatives, Private Equity, Investment Management
Education
Gettysburg College 2003 — 2007
Bachelor of Arts (B.A.), Business Management, Economics Minor
The Haverford School 1999 — 2003
Academic Diploma
Robert Gilbert Robert Gilbert's SEI Investments Experience September 2008 - November 2011
Job Senior Financial Analyst
Industry Investment Management
Experience
IE Business School October 2013 - December 2014
INTECH Investment Management LLC (a Janus Capital Group Company) November 2011 - October 2013
SEI Investments September 2008 - November 2011
Skills
Microsoft Office, Outlook, Word, Excel, PowerPoint, Salesforce.com, APL, Visual Basic, Access, Microsoft Excel, Business Analysis, Process Improvement, Accounting, Account Reconciliation, Mutual Funds, Bloomberg, Project Management, Fixed Income, Asset Management, Operations Management, Microsoft Word, Separately Managed..., Equities, Investments, Financial Modeling, Finance, Investment Management, Financial Reporting, Derivatives, Capital Markets, Portfolio Management, Corporate Finance, Financial Analysis, Trading, Financial Services
Education
London Business School 2014 — 2014
MBA Exchange Program
IE Business School 2013 — 2014
Master of Business Administration (M.B.A.)
Penn State University 2004 — 2008
Bachelor’s Degree, Accounting
IE Business School October 2013 - December 2014
INTECH Investment Management LLC (a Janus Capital Group Company) November 2011 - October 2013
SEI Investments September 2008 - November 2011
Skills
Microsoft Office, Outlook, Word, Excel, PowerPoint, Salesforce.com, APL, Visual Basic, Access, Microsoft Excel, Business Analysis, Process Improvement, Accounting, Account Reconciliation, Mutual Funds, Bloomberg, Project Management, Fixed Income, Asset Management, Operations Management, Microsoft Word, Separately Managed..., Equities, Investments, Financial Modeling, Finance, Investment Management, Financial Reporting, Derivatives, Capital Markets, Portfolio Management, Corporate Finance, Financial Analysis, Trading, Financial Services
Education
London Business School 2014 — 2014
MBA Exchange Program
IE Business School 2013 — 2014
Master of Business Administration (M.B.A.)
Penn State University 2004 — 2008
Bachelor’s Degree, Accounting
Colin Dooley Colin Dooley's SEI Investments Experience April 2011 - February 2013
Job Analyst at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC August 2014 - Present
SunGard Availability Services September 2013 - August 2014
SEI Investments April 2011 - February 2013
SEI Investments August 2009 - April 2011
NGS Associates January 2009 - August 2009
Lordi Consulting May 2007 - August 2007
Skills
Financial Analysis, Financial Modeling, Strategic Financial..., Accounting, Forecasting, Investments, Financial Reporting, Equities, Banking, Finance, Management
Education
Duquesne University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Janney Montgomery Scott LLC August 2014 - Present
SunGard Availability Services September 2013 - August 2014
SEI Investments April 2011 - February 2013
SEI Investments August 2009 - April 2011
NGS Associates January 2009 - August 2009
Lordi Consulting May 2007 - August 2007
Skills
Financial Analysis, Financial Modeling, Strategic Financial..., Accounting, Forecasting, Investments, Financial Reporting, Equities, Banking, Finance, Management
Education
Duquesne University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Maxwell Luce Maxwell Luce's SEI Investments Experience May 2011 - November 2011
Job Associate at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey July 2015 - Present
Houlihan Lokey December 2013 - July 2015
Prudential Real Estate Investors February 2013 - December 2013
Prudential Real Estate Investors November 2011 - February 2013
SEI Investments May 2011 - November 2011
SEI Invesments June 2010 - August 2010
Beaumont Hospital April 2010 - May 2010
Johnson & Johnson June 2009 - August 2009
Education
Lafayette College 2007 — 2011
BA, Economics
Dublin City University 2010 — 2010
Houlihan Lokey July 2015 - Present
Houlihan Lokey December 2013 - July 2015
Prudential Real Estate Investors February 2013 - December 2013
Prudential Real Estate Investors November 2011 - February 2013
SEI Investments May 2011 - November 2011
SEI Invesments June 2010 - August 2010
Beaumont Hospital April 2010 - May 2010
Johnson & Johnson June 2009 - August 2009
Education
Lafayette College 2007 — 2011
BA, Economics
Dublin City University 2010 — 2010
Michele Convery Michele Convery's SEI Investments Experience July 2001 - March 2003
Job
Industry Marketing and Advertising
Experience
South Jersey Radiology Associates (formerly Booth Radiology) January 2009 - Present
Integral PET Associates June 2006 - January 2009
Publicis Selling Solutions August 2005 - June 2006
Wyeth Pharmaceuticals April 2003 - August 2005
SEI Investments July 2001 - March 2003
Dealer & Investor Services March 2000 - July 2001
Marple Health and Fitness September 1998 - March 2000
Skills
Hospitals, Managed Care, Sales Operations, Radiology, Marketing, Sales, Customer Service, Physicians, Gastroenterology, New Business Development, Selling, Training, Sales Management, Competitive Analysis, Strategy, Medicine, Healthcare Information...
Education
East Stroudsburg University of Pennsylvania 1994 — 1998
Bachelor of Science, Physical Education Major; Exercise Physiology
South Jersey Radiology Associates (formerly Booth Radiology) January 2009 - Present
Integral PET Associates June 2006 - January 2009
Publicis Selling Solutions August 2005 - June 2006
Wyeth Pharmaceuticals April 2003 - August 2005
SEI Investments July 2001 - March 2003
Dealer & Investor Services March 2000 - July 2001
Marple Health and Fitness September 1998 - March 2000
Skills
Hospitals, Managed Care, Sales Operations, Radiology, Marketing, Sales, Customer Service, Physicians, Gastroenterology, New Business Development, Selling, Training, Sales Management, Competitive Analysis, Strategy, Medicine, Healthcare Information...
Education
East Stroudsburg University of Pennsylvania 1994 — 1998
Bachelor of Science, Physical Education Major; Exercise Physiology
Alexis Rosenzweig's SEI Investments Experience November 2005 - June 2012
Job Pharmacy Technician at Wegmans Food Markets
Industry Financial Services
Experience
Wegmans Food Markets June 2014 - Present
SEI January 2013 - May 2014
Citadel Federal Credit Union July 2012 - January 2013
SEI Investments November 2005 - June 2012
ING Financial Partners May 2005 - November 2005
Skills
Customer Service, Call Center, Retirement, Financial Services, Pensions, Retail Banking, Banking, Payments, Finance, Outlook, Microsoft Excel, CRM, Call Centers, Financial Analysis, Employee Benefits, Leadership, Management, Investments, Process Improvement
Education
Immaculata University 2001 — 2005
BA, Business Administration
Wegmans Food Markets June 2014 - Present
SEI January 2013 - May 2014
Citadel Federal Credit Union July 2012 - January 2013
SEI Investments November 2005 - June 2012
ING Financial Partners May 2005 - November 2005
Skills
Customer Service, Call Center, Retirement, Financial Services, Pensions, Retail Banking, Banking, Payments, Finance, Outlook, Microsoft Excel, CRM, Call Centers, Financial Analysis, Employee Benefits, Leadership, Management, Investments, Process Improvement
Education
Immaculata University 2001 — 2005
BA, Business Administration
Robert Rumer Robert Rumer's SEI Investments Experience August 2012 - Present
Job Trading Services Analyst at SEI
Industry Financial Services
Experience
SEI Investments August 2012 - Present
Emerald Asset Management May 2011 - December 2011
Creative Financial Group June 2011 - August 2011
patio.com 2010 - 2010
Skills
Bloomberg, Fixed Income, Equities, Microsoft Word, Financial Analysis, Investments, Research, Finance
Education
Franklin & Marshall College 2008 — 2012
Bachelor of Arts (B.A.), Business, Organizations and Societies
Malvern Prep 2001 — 2008
SEI Investments August 2012 - Present
Emerald Asset Management May 2011 - December 2011
Creative Financial Group June 2011 - August 2011
patio.com 2010 - 2010
Skills
Bloomberg, Fixed Income, Equities, Microsoft Word, Financial Analysis, Investments, Research, Finance
Education
Franklin & Marshall College 2008 — 2012
Bachelor of Arts (B.A.), Business, Organizations and Societies
Malvern Prep 2001 — 2008
Donna Wells Donna Wells's SEI Investments Experience June 1999 - May 2005
Job Business Partner at Franklin Covey
Industry Professional Training & Coaching
Experience
FranklinCovey April 2014 - Present
www.goalinvestor.com July 2013 - December 2013
PTM Wealth Management April 2012 - November 2012
Hirtle, Callaghan & Co. September 2010 - September 2011
The Borden Agency July 2006 - April 2007
SEI Investments June 1999 - May 2005
Delaware Investments, a member of the Macquarie Group June 1997 - June 1999
Wood Logan Associates 1995 - 1997
Skills
Marketing, Business Strategy, Analysis, Financial Services, Customer Engagement, Investments, Customer Service, Writing, Salesforce.com, Insurance, Strategy, Marketing Strategy, Coaching, Team Building
Education
Fairfield University 1990 — 1994
Bachelor of Arts, Psychology, English
FranklinCovey April 2014 - Present
www.goalinvestor.com July 2013 - December 2013
PTM Wealth Management April 2012 - November 2012
Hirtle, Callaghan & Co. September 2010 - September 2011
The Borden Agency July 2006 - April 2007
SEI Investments June 1999 - May 2005
Delaware Investments, a member of the Macquarie Group June 1997 - June 1999
Wood Logan Associates 1995 - 1997
Skills
Marketing, Business Strategy, Analysis, Financial Services, Customer Engagement, Investments, Customer Service, Writing, Salesforce.com, Insurance, Strategy, Marketing Strategy, Coaching, Team Building
Education
Fairfield University 1990 — 1994
Bachelor of Arts, Psychology, English
Shelby Alexaki's SEI Investments Experience July 2010 - May 2015
Job RIC Tax
Industry Financial Services
Experience
Lincoln Financial Group August 2015 - Present
SEI Investments July 2010 - May 2015
SEI Investments December 2008 - June 2010
SEI Investments March 2006 - December 2008
Skills
Excel, Partnership Taxation, Tax Preparation, Tax, Compliance, Accounting
Education
Golden Gate University 2012 — 2014
Master of Science (MS), Taxation
Gwynedd-Mercy College 2005 — 2009
B.S., Business Administration w/ Accounting
Lincoln Financial Group August 2015 - Present
SEI Investments July 2010 - May 2015
SEI Investments December 2008 - June 2010
SEI Investments March 2006 - December 2008
Skills
Excel, Partnership Taxation, Tax Preparation, Tax, Compliance, Accounting
Education
Golden Gate University 2012 — 2014
Master of Science (MS), Taxation
Gwynedd-Mercy College 2005 — 2009
B.S., Business Administration w/ Accounting
Jake Asplundh's SEI Investments Experience June 2009 - June 2009
Job PNC Wealth Management
Industry Financial Services
Experience
Deutsche Bank April 2012 - October 2013
Resurgent Capital Services August 2011 - March 2012
BB&T September 2010 - May 2011
Wake Forest University September 2010 - May 2011
SEI Investments June 2009 - June 2009
Merrill Lynch June 2007 - August 2007
Skills
Economics, Microsoft Excel, Microsoft Word, Microsoft Office, SQL, Bloomberg, Thompson One, Salesforce.com, Data Analysis, Equities, Management, Project Planning, Public Speaking, Training
Education
Wake Forest University - Babcock Graduate School of Management 2010 — 2011
MA, Management
Gettysburg College 2006 — 2010
Bachelor of Arts, Economics
Deutsche Bank April 2012 - October 2013
Resurgent Capital Services August 2011 - March 2012
BB&T September 2010 - May 2011
Wake Forest University September 2010 - May 2011
SEI Investments June 2009 - June 2009
Merrill Lynch June 2007 - August 2007
Skills
Economics, Microsoft Excel, Microsoft Word, Microsoft Office, SQL, Bloomberg, Thompson One, Salesforce.com, Data Analysis, Equities, Management, Project Planning, Public Speaking, Training
Education
Wake Forest University - Babcock Graduate School of Management 2010 — 2011
MA, Management
Gettysburg College 2006 — 2010
Bachelor of Arts, Economics
Timothy McEndy Timothy McEndy's SEI Investments Experience July 2010 - August 2010
Job Associate, Oil Logistics at Goldman Sachs
Industry Oil & Energy
Experience
Goldman Sachs September 2014 - Present
JP Morgan Chase January 2011 - August 2014
SEI Investments July 2010 - August 2010
Skills
Equities, Investments, Bonds, Commodity, Corporate Actions, Financial Analysis, Financial Modeling, Bloomberg, Research, Valuation, Solarc Right Angle, Gasoline, Logistics
Education
Fordham University - Graduate School of Business Administration 2013 — 2016
Master of Business Administration (MBA)
MONMOUTH UNIVERSITY - LEON HESS BUSINESS SCHOOL 2007 — 2010
BS, Business; Finance
Monmouth University 2006 — 2010
University of Cincinnati 2006 — 2007
BS, Finance
Goldman Sachs September 2014 - Present
JP Morgan Chase January 2011 - August 2014
SEI Investments July 2010 - August 2010
Skills
Equities, Investments, Bonds, Commodity, Corporate Actions, Financial Analysis, Financial Modeling, Bloomberg, Research, Valuation, Solarc Right Angle, Gasoline, Logistics
Education
Fordham University - Graduate School of Business Administration 2013 — 2016
Master of Business Administration (MBA)
MONMOUTH UNIVERSITY - LEON HESS BUSINESS SCHOOL 2007 — 2010
BS, Business; Finance
Monmouth University 2006 — 2010
University of Cincinnati 2006 — 2007
BS, Finance
Brad Updegrove Brad Updegrove's SEI Investments Experience 2000 - 2003
Job Vendor Operations at Ebay
Industry Consumer Services
Experience
Ebay March 2010 - Present
Music Festivals September 2006 - March 2010
Commerce Bank August 2005 - September 2006
Wilkes Barre/Scranton Penguins September 2003 - May 2004
SEI Investments 2000 - 2003
Skills
Public Relations, Travel Arrangements, Marketing, Recruiting, Coordinating Events, Budget, Tourism, Event Planning, Event Management, Marketing Communications, Corporate Events, Social Media, Customer Service, Contract Negotiation, Account Management
Education
Marywood University 2003 — 2005
M.A, Communications Management
East Stroudsburg University of Pennsylvania 1995 — 2000
B.A, Communication Studies
Ebay March 2010 - Present
Music Festivals September 2006 - March 2010
Commerce Bank August 2005 - September 2006
Wilkes Barre/Scranton Penguins September 2003 - May 2004
SEI Investments 2000 - 2003
Skills
Public Relations, Travel Arrangements, Marketing, Recruiting, Coordinating Events, Budget, Tourism, Event Planning, Event Management, Marketing Communications, Corporate Events, Social Media, Customer Service, Contract Negotiation, Account Management
Education
Marywood University 2003 — 2005
M.A, Communications Management
East Stroudsburg University of Pennsylvania 1995 — 2000
B.A, Communication Studies
James Lannon James Lannon's SEI Investments Experience November 2000 - June 2003
Job Territory Manager at Beazley
Industry Insurance
Experience
Beazley June 2011 - Present
Chartis May 2009 - May 2011
The Graham Company 2003 - 2009
SEI Investments November 2000 - June 2003
Philadelphia Flyers May 1999 - November 2000
Skills
Commercial Insurance, Liability, Brokers, Professional Liability, Property & Casualty..., CRM, Account Management, Underwriting, Negotiation, New Business Development, D&O, Employment Practices..., Commercial Lines, Casualty, Excess, Insurance, General Insurance
Education
East Stroudsburg University of Pennsylvania 1994 — 1999
BS, Movement Studies Exercise Science
Haverford High School
Haverford High School
Beazley June 2011 - Present
Chartis May 2009 - May 2011
The Graham Company 2003 - 2009
SEI Investments November 2000 - June 2003
Philadelphia Flyers May 1999 - November 2000
Skills
Commercial Insurance, Liability, Brokers, Professional Liability, Property & Casualty..., CRM, Account Management, Underwriting, Negotiation, New Business Development, D&O, Employment Practices..., Commercial Lines, Casualty, Excess, Insurance, General Insurance
Education
East Stroudsburg University of Pennsylvania 1994 — 1999
BS, Movement Studies Exercise Science
Haverford High School
Haverford High School
Tim Mochan, CFA Tim Mochan, CFA's SEI Investments Experience March 2004 - August 2004
Job Senior Investment Analyst, Collwick Capital, LLC
Industry Investment Management
Experience
Collwick Capital, LLC December 2010 - Present
Wells Fargo March 2008 - December 2010
Wachovia, A Wells Fargo Company June 2007 - March 2008
Federal Reserve Bank of Philadelphia March 2006 - December 2006
CIGNA Group Insurance March 2005 - September 2005
SEI Investments March 2004 - August 2004
Skills
Alternative Investments
Education
Drexel University - LeBow College of Business 2002 — 2007
Bachelor of Science in Business Administration, Finance and Economics
Collwick Capital, LLC December 2010 - Present
Wells Fargo March 2008 - December 2010
Wachovia, A Wells Fargo Company June 2007 - March 2008
Federal Reserve Bank of Philadelphia March 2006 - December 2006
CIGNA Group Insurance March 2005 - September 2005
SEI Investments March 2004 - August 2004
Skills
Alternative Investments
Education
Drexel University - LeBow College of Business 2002 — 2007
Bachelor of Science in Business Administration, Finance and Economics
Noreen Procaccini Noreen Procaccini's SEI Investments Experience 1998 - Present
Job Analyst Investment Management Unit at SEI Investments
Industry Financial Services
Robert G Muse Robert G Muse's SEI Investments Experience August 2006 - January 2009
Job Senior Vice President at SEI Trust Company
Industry Financial Services
Experience
SEI Trust Company May 2015 - Present
Habitat for Humanity of Montgomery County, PA July 2013 - Present
SEI Private Trust Company & SEI Trust Company January 2010 - Present
SEI Investments / SEI Cares 2005 - Present
Family Guidance Center 2010 - December 2012
SEI Private Trust Company January 2009 - December 2009
SEI Investments August 2006 - January 2009
SEI (SEI Private Trust Co.) 2000 - 2008
Allfirst Bank August 1998 - January 2000
CoreStates Bank / First Union National Bank November 1996 - August 1998
Skills
Financial Services, ERISA, Vendor Management, Tax, Investments, Retirement, Pensions, 401k, Securities, Strategic Financial..., Mutual Funds, Strategic Planning, Relationship Management, Hedge Funds, Asset Management, Fixed Income, Fiduciary, Process Improvement, Investment Advisory, Project Management, Retirement Planning, Asset Allocation, Alternative Investments, Wealth Management, Series 63, Investment Management, Series 7, Portfolio Management, Investment Strategies
Education
Eastern University 2001 — 2003
BA, Organizational Business Mgt
Warwick Valley High School 1983 — 1987
Regents High School Diploma
SEI Trust Company May 2015 - Present
Habitat for Humanity of Montgomery County, PA July 2013 - Present
SEI Private Trust Company & SEI Trust Company January 2010 - Present
SEI Investments / SEI Cares 2005 - Present
Family Guidance Center 2010 - December 2012
SEI Private Trust Company January 2009 - December 2009
SEI Investments August 2006 - January 2009
SEI (SEI Private Trust Co.) 2000 - 2008
Allfirst Bank August 1998 - January 2000
CoreStates Bank / First Union National Bank November 1996 - August 1998
Skills
Financial Services, ERISA, Vendor Management, Tax, Investments, Retirement, Pensions, 401k, Securities, Strategic Financial..., Mutual Funds, Strategic Planning, Relationship Management, Hedge Funds, Asset Management, Fixed Income, Fiduciary, Process Improvement, Investment Advisory, Project Management, Retirement Planning, Asset Allocation, Alternative Investments, Wealth Management, Series 63, Investment Management, Series 7, Portfolio Management, Investment Strategies
Education
Eastern University 2001 — 2003
BA, Organizational Business Mgt
Warwick Valley High School 1983 — 1987
Regents High School Diploma
Jean (Cerasuolo) Ritchie Jean (Cerasuolo) Ritchie's SEI Investments Experience March 2007 - May 2008
Job Account Director, Tandem Associates
Industry Marketing and Advertising
Experience
Tandem Associates May 2008 - Present
Immaculata University October 2007 - July 2009
SEI Investments March 2007 - May 2008
Honeywell Consumer Products June 1998 - June 2001
Fidelity Investments August 1996 - July 1998
Philips Electronics February 1988 - June 1996
Skills
Marketing Strategy, Marketing Communications, Integrated Marketing, Strategic Planning, Market Planning, Segmentation, Promotions, Advertising, Direct Marketing, Brand Development, Email Marketing, New Product Development, Account Management, Account Direction, Website Strategy and..., B2B Marketing, B2C marketing, Marketing ROI, Event Marketing, Cross-functional Team..., Product Development, Leadership, Strategy, Product Marketing, Marketing, Key Account Management, Retail, Sales, Customer Insight, Trade Shows, Marketing Research, Lead Generation, Copywriting, Product Management, Direct Mail, Public Relations, Creative Direction, Relationship Marketing, Social Media Marketing, Digital Marketing, Management, Event Management, Interactive Marketing, Marketing Management, Content Strategy, Online Marketing, Multi-channel Marketing, Brand Management
Education
Fairfield University 1987 — 1990
MA, Communications
Plymouth State University 1983 — 1987
Bachelor of Arts, Business, English and Education
Gardiner Area High School
Tandem Associates May 2008 - Present
Immaculata University October 2007 - July 2009
SEI Investments March 2007 - May 2008
Honeywell Consumer Products June 1998 - June 2001
Fidelity Investments August 1996 - July 1998
Philips Electronics February 1988 - June 1996
Skills
Marketing Strategy, Marketing Communications, Integrated Marketing, Strategic Planning, Market Planning, Segmentation, Promotions, Advertising, Direct Marketing, Brand Development, Email Marketing, New Product Development, Account Management, Account Direction, Website Strategy and..., B2B Marketing, B2C marketing, Marketing ROI, Event Marketing, Cross-functional Team..., Product Development, Leadership, Strategy, Product Marketing, Marketing, Key Account Management, Retail, Sales, Customer Insight, Trade Shows, Marketing Research, Lead Generation, Copywriting, Product Management, Direct Mail, Public Relations, Creative Direction, Relationship Marketing, Social Media Marketing, Digital Marketing, Management, Event Management, Interactive Marketing, Marketing Management, Content Strategy, Online Marketing, Multi-channel Marketing, Brand Management
Education
Fairfield University 1987 — 1990
MA, Communications
Plymouth State University 1983 — 1987
Bachelor of Arts, Business, English and Education
Gardiner Area High School
Don Lowry's SEI Investments Experience 2000 - 2007
Job Executive Search
Industry Staffing and Recruiting
Experience
LowryHill Global 2009 - Present
SEI Investments 2000 - 2007
Blank Rome LLP 1999 - 2000
ARAMARK 1989 - 1999
Campbell Soup Company; H.J. Heinz 1984 - 1989
Skills
Strategy, E-commerce, Marketing Strategy, Leadership, Marketing, Lead Generation, B2B Marketing, Leadership Development, Market Research, Business Development, Strategic Partnerships, Start-ups, Business Strategy, Management, Integrated Marketing, New Business Development, Marketing Management, Online Advertising, Competitive Analysis, B2B, Product Marketing, Direct Marketing, Email Marketing, Brand Development, Entrepreneurship, Social Media Marketing, Marketing Communications, Recruiting, Team Building, Team Leadership, Online Marketing, CRM, Digital Marketing
Education
University of Pennsylvania - The Wharton School
MBA
Florida State University
B.S.
LowryHill Global 2009 - Present
SEI Investments 2000 - 2007
Blank Rome LLP 1999 - 2000
ARAMARK 1989 - 1999
Campbell Soup Company; H.J. Heinz 1984 - 1989
Skills
Strategy, E-commerce, Marketing Strategy, Leadership, Marketing, Lead Generation, B2B Marketing, Leadership Development, Market Research, Business Development, Strategic Partnerships, Start-ups, Business Strategy, Management, Integrated Marketing, New Business Development, Marketing Management, Online Advertising, Competitive Analysis, B2B, Product Marketing, Direct Marketing, Email Marketing, Brand Development, Entrepreneurship, Social Media Marketing, Marketing Communications, Recruiting, Team Building, Team Leadership, Online Marketing, CRM, Digital Marketing
Education
University of Pennsylvania - The Wharton School
MBA
Florida State University
B.S.
Andrew Fett's SEI Investments Experience September 2003 - April 2006
Job
Industry Financial Services
Experience
Aflac June 2013 - June 2014
Fabrisource July 2011 - May 2012
Relief International June 2010 - September 2010
SEI Investments September 2003 - April 2006
State Street August 2001 - December 2002
Education
University of South Carolina-Columbia 2006 — 2010
MBA, International Business
Fundação Getulio Vargas / FGV 2007 — 2007
MBA, International Business
Penn State University 1997 — 2001
BS, Finance and Economics Minor
Aflac June 2013 - June 2014
Fabrisource July 2011 - May 2012
Relief International June 2010 - September 2010
SEI Investments September 2003 - April 2006
State Street August 2001 - December 2002
Education
University of South Carolina-Columbia 2006 — 2010
MBA, International Business
Fundação Getulio Vargas / FGV 2007 — 2007
MBA, International Business
Penn State University 1997 — 2001
BS, Finance and Economics Minor
Derek Weaver, MBA, CFP®'s SEI Investments Experience April 2004 - August 2006
Job Analyst / Noviello Financial Group, Inc.
Industry Financial Services
Experience
Noviello Financial Group, Inc. August 2006 - Present
SEI Investments April 2004 - August 2006
SEI Investments May 2002 - April 2004
SEI Investments January 2001 - May 2002
SEI Investments August 1999 - January 2001
Skills
Financial Analysis, Accounting, Financial Services, Investments, Mutual Funds
Education
Fairleigh Dickinson University 2007 — 2009
CFP Coursework
Villanova University 2001 — 2004
MBA
Skidmore College 1995 — 1999
BS
Noviello Financial Group, Inc. August 2006 - Present
SEI Investments April 2004 - August 2006
SEI Investments May 2002 - April 2004
SEI Investments January 2001 - May 2002
SEI Investments August 1999 - January 2001
Skills
Financial Analysis, Accounting, Financial Services, Investments, Mutual Funds
Education
Fairleigh Dickinson University 2007 — 2009
CFP Coursework
Villanova University 2001 — 2004
MBA
Skidmore College 1995 — 1999
BS
Don Tucker's SEI Investments Experience September 1998 - Present
Job Senior Data Architect at SEI Investments
Industry Computer Software
Experience
SEI Investments September 1998 - Present
Aavalar Consulting January 2014 - May 2015
Tucker Consulting, Inc. June 1999 - December 2013
Intermedia Communications February 1998 - August 1998
Georgia Pacific September 1996 - February 1998
State Farm Insurance June 1991 - September 1996
Skills
Data Warehousing, Data Modeling, ETL, Enterprise Architecture, SDLC, Business Analysis, Requirements Analysis, Informatica, Erwin, Oracle, Microsoft SQL Server, Business Intelligence, Software Project..., Requirements Gathering, Database Design, Solution Architecture, SOA, Data Migration, PL/SQL, Data Integration, Data Warehouse..., Agile Methodologies, Databases, SQL
Education
Eastern Kentucky University 1987 — 1991
Bachelor of Science (BS), Computer Science, 3.58
SEI Investments September 1998 - Present
Aavalar Consulting January 2014 - May 2015
Tucker Consulting, Inc. June 1999 - December 2013
Intermedia Communications February 1998 - August 1998
Georgia Pacific September 1996 - February 1998
State Farm Insurance June 1991 - September 1996
Skills
Data Warehousing, Data Modeling, ETL, Enterprise Architecture, SDLC, Business Analysis, Requirements Analysis, Informatica, Erwin, Oracle, Microsoft SQL Server, Business Intelligence, Software Project..., Requirements Gathering, Database Design, Solution Architecture, SOA, Data Migration, PL/SQL, Data Integration, Data Warehouse..., Agile Methodologies, Databases, SQL
Education
Eastern Kentucky University 1987 — 1991
Bachelor of Science (BS), Computer Science, 3.58
Jasson Crockett's SEI Investments Experience 2007 - 2009
Job Associate at Nonprofit Finance Fund
Industry Nonprofit Organization Management
Experience
Nonprofit Finance Fund April 2015 - Present
Nonprofit Finance Fund September 2013 - April 2015
Los Angeles Conservation Corps January 2011 - September 2013
Los Angeles Conservation Corps September 2009 - October 2012
SEI Investments 2007 - 2009
Skills
Non-profits, Nonprofits, Program Development, Public Speaking, Volunteer Management, Youth Development, Event Planning, Leadership Development, Program Management, Strategic Planning, Microsoft Office, Social Media, Data Analysis, PowerPoint, Microsoft Excel, Staff Development, Teaching
Education
Georgetown University 2003 — 2007
Bachelor of Science (B.S.), Finance & Management
Georgetown University - The McDonough School of Business 2003 — 2007
BS, Finance & Management
Thomas Jefferson High School 1999 — 2003
Thomas Jefferson High School 1999 — 2003
Nonprofit Finance Fund April 2015 - Present
Nonprofit Finance Fund September 2013 - April 2015
Los Angeles Conservation Corps January 2011 - September 2013
Los Angeles Conservation Corps September 2009 - October 2012
SEI Investments 2007 - 2009
Skills
Non-profits, Nonprofits, Program Development, Public Speaking, Volunteer Management, Youth Development, Event Planning, Leadership Development, Program Management, Strategic Planning, Microsoft Office, Social Media, Data Analysis, PowerPoint, Microsoft Excel, Staff Development, Teaching
Education
Georgetown University 2003 — 2007
Bachelor of Science (B.S.), Finance & Management
Georgetown University - The McDonough School of Business 2003 — 2007
BS, Finance & Management
Thomas Jefferson High School 1999 — 2003
Thomas Jefferson High School 1999 — 2003
Laura Giampa's SEI Investments Experience July 2000 - May 2006
Job Corporate Accountant
Industry Accounting
Experience
DrugScan October 2013 - January 2015
Sykes June 2008 - November 2012
Robert Half International / Accountemps February 2007 - June 2008
SEI Investments July 2000 - May 2006
Lincoln Investment January 1992 - May 1996
Lincoln Investment December 1987 - December 1991
Skills
Account Reconciliation, Accounting, Accounts Receivable, General Ledger, Accounts Payable, Variance Analysis, Financial Statements, Financial Reporting, Payroll, Financial Analysis, Auditing, QuickBooks, PeopleSoft, Process Improvement, Internal Audit, Forecasting, Microsoft Excel, Sales and use tax state...
Education
Gwynedd Mercy University 2006 — 2008
MSM, Business Management
Gwynedd-Mercy College 1983 — 1987
Master of Science (M.S.), Business Administration and Management, General
DrugScan October 2013 - January 2015
Sykes June 2008 - November 2012
Robert Half International / Accountemps February 2007 - June 2008
SEI Investments July 2000 - May 2006
Lincoln Investment January 1992 - May 1996
Lincoln Investment December 1987 - December 1991
Skills
Account Reconciliation, Accounting, Accounts Receivable, General Ledger, Accounts Payable, Variance Analysis, Financial Statements, Financial Reporting, Payroll, Financial Analysis, Auditing, QuickBooks, PeopleSoft, Process Improvement, Internal Audit, Forecasting, Microsoft Excel, Sales and use tax state...
Education
Gwynedd Mercy University 2006 — 2008
MSM, Business Management
Gwynedd-Mercy College 1983 — 1987
Master of Science (M.S.), Business Administration and Management, General
Sahil Chopra's SEI Investments Experience May 2005 - August 2005
Job Online Media Expert
Industry Online Media
Experience
Startup June 2010 - Present
Yahoo! May 2008 - June 2010
SEI Investments May 2005 - August 2005
Skills
Digital Media, Online Advertising, Start-ups, Analytics, Business Strategy, Web Analytics, Mobile Devices, Digital Marketing, Mobile Marketing, E-commerce, Digital Strategy, Strategic Partnerships, SEM, Online Marketing, PPC
Education
Georgia Institute of Technology 2002 — 2007
B.S., Industrial Engineering
Startup June 2010 - Present
Yahoo! May 2008 - June 2010
SEI Investments May 2005 - August 2005
Skills
Digital Media, Online Advertising, Start-ups, Analytics, Business Strategy, Web Analytics, Mobile Devices, Digital Marketing, Mobile Marketing, E-commerce, Digital Strategy, Strategic Partnerships, SEM, Online Marketing, PPC
Education
Georgia Institute of Technology 2002 — 2007
B.S., Industrial Engineering
Robin Bortz's SEI Investments Experience March 2001 - March 2008
Job Business ManagerSEI Investments
Industry Financial Services
Experience
SEI March 2008 - Present
SEI Investments March 2001 - March 2008
Skills
Investments, Accounting, Securities, Portfolio Management
Education
Eastern University
BS, Business Administration
Villanova University
SEI March 2008 - Present
SEI Investments March 2001 - March 2008
Skills
Investments, Accounting, Securities, Portfolio Management
Education
Eastern University
BS, Business Administration
Villanova University
Jake Fauver's SEI Investments Experience 2005 - 2007
Job Sr PMO Resolution Planning @ Citi
Industry Financial Services
Experience
Citi Hedge Fund Services North America Inc. April 2007 - Present
Citi March 2006 - Present
Keane 2005 - 2007
SEI Investments 2005 - 2007
Statestreet 1999 - 2005
Princeton Financial Systems 1999 - 2005
Merrill Lynch 2000 - 2002
Skills
Requirements Elicitation, Solution Provider, Staff Mentoring, Hedge Funds, Business Analysis, Alternative Investments, Compliance, User Acceptance Testing, Portfolio Management, Investments, Solution Selling, Requirements Gathering, SDLC, Securities, Derivatives, Outsourcing, Equities, Finance, Financial Services, Fixed Income, Fund Administration, Business Requirements, Middle Office, Mutual Funds, Analysis, Banking, Relationship Management
Education
Rider University 1998 — 2007
MBA, International Business
Embry-Riddle Aeronautical University
Citi Hedge Fund Services North America Inc. April 2007 - Present
Citi March 2006 - Present
Keane 2005 - 2007
SEI Investments 2005 - 2007
Statestreet 1999 - 2005
Princeton Financial Systems 1999 - 2005
Merrill Lynch 2000 - 2002
Skills
Requirements Elicitation, Solution Provider, Staff Mentoring, Hedge Funds, Business Analysis, Alternative Investments, Compliance, User Acceptance Testing, Portfolio Management, Investments, Solution Selling, Requirements Gathering, SDLC, Securities, Derivatives, Outsourcing, Equities, Finance, Financial Services, Fixed Income, Fund Administration, Business Requirements, Middle Office, Mutual Funds, Analysis, Banking, Relationship Management
Education
Rider University 1998 — 2007
MBA, International Business
Embry-Riddle Aeronautical University
John Lonergan's SEI Investments Experience July 2000 - July 2005
Job Congress Asset Management
Industry Financial Services
Experience
Congress Asset Management December 2013 - Present
Fidelity Institutional Wealth Services 2005 - 2013
SEI Investments July 2000 - July 2005
ING 1997 - 2000
Keyport Life Insurance 1994 - 1997
Skills
New Business Development, Business Formation, Investments, Portfolio Management, Series 7, Strategic Financial..., Series 63, Relationship Management, Mutual Funds, Wealth Management, Asset Allocation, Series 24, Estate Planning, Alternative Investments, Risk Management, Securities, Insurance, Investment Advisory, Financial Services, 401k, FINRA, Series 65
Education
Fairfield University 1990 — 1994
Congress Asset Management December 2013 - Present
Fidelity Institutional Wealth Services 2005 - 2013
SEI Investments July 2000 - July 2005
ING 1997 - 2000
Keyport Life Insurance 1994 - 1997
Skills
New Business Development, Business Formation, Investments, Portfolio Management, Series 7, Strategic Financial..., Series 63, Relationship Management, Mutual Funds, Wealth Management, Asset Allocation, Series 24, Estate Planning, Alternative Investments, Risk Management, Securities, Insurance, Investment Advisory, Financial Services, 401k, FINRA, Series 65
Education
Fairfield University 1990 — 1994
David Leggette, CAIA's SEI Investments Experience October 1999 - June 2004
Job Marketing Executive
Industry Investment Management
Experience
CBRE Clarion Securities July 2004 - Present
SEI Investments October 1999 - June 2004
SEI 1999 - 2004
Education
Hobart and William Smith Colleges 1995 — 1999
CBRE Clarion Securities July 2004 - Present
SEI Investments October 1999 - June 2004
SEI 1999 - 2004
Education
Hobart and William Smith Colleges 1995 — 1999
Rob Sprague's SEI Investments Experience July 2000 - August 2001
Job Managing Director, Alternative Investment Services, Bank of New York Mellon
Industry Financial Services
Experience
Bank of New York Mellon 2001 - Present
SEI INVESTMENTS July 2000 - August 2001
State Street November 1992 - August 2000
Skills
Alternative Investments, Mutual Funds, Financial Services, Fund Administration, Financial Reporting, Fixed Income, Hedge Funds, Securities, Derivatives, Bloomberg, Equities, Management, Fund Accounting, Financial Analysis, Valuation, Private Equity, Trading, Bonds, Back Office, Finance, Options, Relationship Management, Financial Risk, Corporate Actions, Global Custody, Business Analysis, Portfolio Management, Asset Management, CRM, Risk Management, Capital Markets, Banking, FX Options, Fund Of Funds, Investments, Middle Office, Investment Management, Prime Brokerage, Swaps, Investment Banking
Education
Florida Institute of Technology 1988 — 1992
Bachelor of Science Business Administration, Finance
Bank of New York Mellon 2001 - Present
SEI INVESTMENTS July 2000 - August 2001
State Street November 1992 - August 2000
Skills
Alternative Investments, Mutual Funds, Financial Services, Fund Administration, Financial Reporting, Fixed Income, Hedge Funds, Securities, Derivatives, Bloomberg, Equities, Management, Fund Accounting, Financial Analysis, Valuation, Private Equity, Trading, Bonds, Back Office, Finance, Options, Relationship Management, Financial Risk, Corporate Actions, Global Custody, Business Analysis, Portfolio Management, Asset Management, CRM, Risk Management, Capital Markets, Banking, FX Options, Fund Of Funds, Investments, Middle Office, Investment Management, Prime Brokerage, Swaps, Investment Banking
Education
Florida Institute of Technology 1988 — 1992
Bachelor of Science Business Administration, Finance
Joshua Feierman's SEI Investments Experience 2005 - 2006
Job Senior Database Administrator at Gateway Ticketing Systems, Inc.
Industry Computer Software
Experience
Gateway Ticketing Systems, Inc. September 2014 - Present
Do It Simply Software September 2014 - Present
SEI September 2012 - September 2014
SEI March 2010 - September 2012
SEI February 2008 - March 2010
SEI November 2006 - February 2008
SEI Investments 2005 - 2006
Ritz Camera 2004 - 2005
Skills
T-SQL Programming, Database Administration, Microsoft SQL Server, T-SQL, Data Migration, Performance Tuning, Visual Basic, .NET, Data Warehousing, Business Intelligence, SQL, Integration
Education
Franklin & Marshall College 1999 — 2003
Bachelor of Science (BS), Neuroscience
Westtown 1985 — 1999
Gateway Ticketing Systems, Inc. September 2014 - Present
Do It Simply Software September 2014 - Present
SEI September 2012 - September 2014
SEI March 2010 - September 2012
SEI February 2008 - March 2010
SEI November 2006 - February 2008
SEI Investments 2005 - 2006
Ritz Camera 2004 - 2005
Skills
T-SQL Programming, Database Administration, Microsoft SQL Server, T-SQL, Data Migration, Performance Tuning, Visual Basic, .NET, Data Warehousing, Business Intelligence, SQL, Integration
Education
Franklin & Marshall College 1999 — 2003
Bachelor of Science (BS), Neuroscience
Westtown 1985 — 1999
Brian Carlozzi's SEI Investments Experience September 2008 - October 2013
Job Revenue Manager at SEI
Industry Financial Services
Experience
SEI October 2013 - Present
SEI Investments September 2008 - October 2013
SEI Investments February 2008 - September 2008
SEI Investments May 2005 - February 2008
Skills
Internal Audit, Sarbanes-Oxley Act, Investments, Asset Managment, Mutual Funds, Accounting, Financial Analysis, Financial Modeling, Cash Management, Strategic Financial..., Financial Reporting, Account Reconciliation, Auditing, Financial Services
Education
Immaculata University
Financial Management
SEI October 2013 - Present
SEI Investments September 2008 - October 2013
SEI Investments February 2008 - September 2008
SEI Investments May 2005 - February 2008
Skills
Internal Audit, Sarbanes-Oxley Act, Investments, Asset Managment, Mutual Funds, Accounting, Financial Analysis, Financial Modeling, Cash Management, Strategic Financial..., Financial Reporting, Account Reconciliation, Auditing, Financial Services
Education
Immaculata University
Financial Management
Wendy Blanch's SEI Investments Experience April 2004 - Present
Job General Counsel at SEI Trust Company
Industry Financial Services
Experience
SEI Trust Company April 2010 - Present
SEI Investments April 2004 - Present
Deloitte February 1999 - February 2004
National Association of Securities Dealers (now FINRA) June 1998 - February 1999
Kline & Specter PC 1995 - 1997
Skills
Investment Management, Investment Advisory, Securities, Defined Benefit, Employee Benefits, FINRA, IRAs, ESOP, Defined Contribution, Securities Regulation, Corporate Governance, Due Diligence, ERISA, Collective Investment..., Investments, Mutual Funds, Corporate Law, Financial Services
Education
Georgetown University Law Center 1997 — 1999
LL.M, Taxation
Temple University - James E. Beasley School of Law 1992 — 1995
J.D., Law
University of Delaware 1988 — 1992
B.A., Political Science & History
High School
SEI Trust Company April 2010 - Present
SEI Investments April 2004 - Present
Deloitte February 1999 - February 2004
National Association of Securities Dealers (now FINRA) June 1998 - February 1999
Kline & Specter PC 1995 - 1997
Skills
Investment Management, Investment Advisory, Securities, Defined Benefit, Employee Benefits, FINRA, IRAs, ESOP, Defined Contribution, Securities Regulation, Corporate Governance, Due Diligence, ERISA, Collective Investment..., Investments, Mutual Funds, Corporate Law, Financial Services
Education
Georgetown University Law Center 1997 — 1999
LL.M, Taxation
Temple University - James E. Beasley School of Law 1992 — 1995
J.D., Law
University of Delaware 1988 — 1992
B.A., Political Science & History
High School
Steve Laska's SEI Investments Experience 1994 - 2003
Job President and Chief Investment Officer at VisionQuest Wealth Management
Industry Investment Management
Experience
VisionQuest Wealth Management January 2014 - Present
Steben & Co. May 2008 - June 2012
The School Coach 2003 - August 2010
SEI Investments 1994 - 2003
Skills
Alternative Investments, Asset Management, Wealth Management, Investment Advisory, Asset Allocation, Investments, Strategic Planning, Mutual Funds, Asset Managment, Financial Services, Hedge Funds, Investment Strategies, Portfolio Management, Securities
Education
Florida Institute of Technology 1985 — 1989
Bachelor of Science (B.S.), Finance, General
VisionQuest Wealth Management January 2014 - Present
Steben & Co. May 2008 - June 2012
The School Coach 2003 - August 2010
SEI Investments 1994 - 2003
Skills
Alternative Investments, Asset Management, Wealth Management, Investment Advisory, Asset Allocation, Investments, Strategic Planning, Mutual Funds, Asset Managment, Financial Services, Hedge Funds, Investment Strategies, Portfolio Management, Securities
Education
Florida Institute of Technology 1985 — 1989
Bachelor of Science (B.S.), Finance, General
Tony Meyer's SEI Investments Experience January 2000 - Present
Job Regional Director at SEI Investments
Industry Investment Management
Experience
SEI Investments January 2000 - Present
Greenville Capital Management January 1998 - December 1999
SEI 1990 - 1997
Education
Hamilton College 1987 — 1990
Bachelor of Arts (BA), Economics
SEI Investments January 2000 - Present
Greenville Capital Management January 1998 - December 1999
SEI 1990 - 1997
Education
Hamilton College 1987 — 1990
Bachelor of Arts (BA), Economics
Jeff Mihocko's SEI Investments Experience September 2009 - 2013
Job Fixed Income Portfolio Manager at SEI Investments
Industry Investment Management
Experience
SEI 2013 - Present
SEI Investments September 2009 - 2013
SEI Investments June 2007 - September 2009
SEI April 2005 - June 2007
Skills
Fixed Income, Portfolio Management, Investments, Series 7, Securities, Mutual Funds, Bonds, Bloomberg, Trading, Asset Allocation, Asset Management, Bloomberg Terminal, Series 66, Excel, Economics, Microsoft Office, Capital Markets, Leadership
Education
Duke University - The Fuqua School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Global MBA program with residencies in China, Chile, India, Turkey, and the U.S.
Duquesne University 2000 — 2004
Bachelor’s Degree, Double Major: Finance and Investment Management
SEI 2013 - Present
SEI Investments September 2009 - 2013
SEI Investments June 2007 - September 2009
SEI April 2005 - June 2007
Skills
Fixed Income, Portfolio Management, Investments, Series 7, Securities, Mutual Funds, Bonds, Bloomberg, Trading, Asset Allocation, Asset Management, Bloomberg Terminal, Series 66, Excel, Economics, Microsoft Office, Capital Markets, Leadership
Education
Duke University - The Fuqua School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Global MBA program with residencies in China, Chile, India, Turkey, and the U.S.
Duquesne University 2000 — 2004
Bachelor’s Degree, Double Major: Finance and Investment Management
Aaron Ngewa's SEI Investments Experience August 2012 - Present
Job Manager, Specialist Performance Measurement/Reporting
Industry Investment Management
Experience
SEI Investments August 2012 - Present
Skills
Alternative Investments, Investments, Equities, Asset Management, Mutual Funds, Hedge Funds, Securities, Fixed Income
Education
Eastern University 1997 — 2000
SEI Investments August 2012 - Present
Skills
Alternative Investments, Investments, Equities, Asset Management, Mutual Funds, Hedge Funds, Securities, Fixed Income
Education
Eastern University 1997 — 2000
Brandi Clark's SEI Investments Experience May 2008 - Present
Job Compliance Officer, Legal at SEI Investments
Industry Investment Management
Experience
SEI Investments May 2008 - Present
SEI Investments February 2004 - May 2008
Education
East Stroudsburg University of Pennsylvania 1999 — 2003
BS, Business Management
PV
PV
SEI Investments May 2008 - Present
SEI Investments February 2004 - May 2008
Education
East Stroudsburg University of Pennsylvania 1999 — 2003
BS, Business Management
PV
PV
Christopher Hanscom's SEI Investments Experience 2004 - Present
Job Accounting Manager at SEIC
Industry Financial Services
Experience
SEI 2007 - Present
SEI Investments 2004 - Present
State Street (Formerly Merrill Lynch) 1998 - 2003
Education
Howard University 1993 — 1997
SEI 2007 - Present
SEI Investments 2004 - Present
State Street (Formerly Merrill Lynch) 1998 - 2003
Education
Howard University 1993 — 1997
Courtney Collier-Beyer's SEI Investments Experience February 1998 - April 2002
Job Sr. ManagerEmployee Relations at Covance, Inc.
Industry Human Resources
Experience
Covance, Inc. December 2014 - Present
DeVry Medical International October 2012 - September 2013
AstraZeneca Pharmaceuticals September 2006 - July 2012
YOH- AstraZeneca Pharmaceutical Company October 2005 - August 2006
Philadelphia Workforce Development Corporation September 2002 - April 2003
SEI Investments February 1998 - April 2002
Assigned Counsel-SEI Investments February 1998 - May 1998
Assigned Counsel-AmerisourceBergen October 1997 - January 1998
The Access Group October 1994 - April 1997
Skills
Employee Relations, Employment Law, Legal Compliance, Compliance, Management, Contract Law, Career Development, Coaching, Affirmative Action, Policy Writing, Employee Relations and..., HR Compliance..., Legal Consulting, Legal Research and..., Experience in..., Pharmaceutical..., Human Resources, Performance Management, Employee Relations..., Employee Training, Employee Handbooks, Employee Surveys, Employee Engagement, Strategic HR, SHRM, Leadership, Training, Policy, Recruiting, Talent Management
Education
The Catholic University of America, Columbus School of Law 1986 — 1989
Juris Doctorate, Law
Guilford College 1982 — 1986
BA, English
University of Paris, Sorbonne 1984 — 1985
French
Tower Hill Country Day School 1979 — 1982
High School Diploma, College Preparatory
Covance, Inc. December 2014 - Present
DeVry Medical International October 2012 - September 2013
AstraZeneca Pharmaceuticals September 2006 - July 2012
YOH- AstraZeneca Pharmaceutical Company October 2005 - August 2006
Philadelphia Workforce Development Corporation September 2002 - April 2003
SEI Investments February 1998 - April 2002
Assigned Counsel-SEI Investments February 1998 - May 1998
Assigned Counsel-AmerisourceBergen October 1997 - January 1998
The Access Group October 1994 - April 1997
Skills
Employee Relations, Employment Law, Legal Compliance, Compliance, Management, Contract Law, Career Development, Coaching, Affirmative Action, Policy Writing, Employee Relations and..., HR Compliance..., Legal Consulting, Legal Research and..., Experience in..., Pharmaceutical..., Human Resources, Performance Management, Employee Relations..., Employee Training, Employee Handbooks, Employee Surveys, Employee Engagement, Strategic HR, SHRM, Leadership, Training, Policy, Recruiting, Talent Management
Education
The Catholic University of America, Columbus School of Law 1986 — 1989
Juris Doctorate, Law
Guilford College 1982 — 1986
BA, English
University of Paris, Sorbonne 1984 — 1985
French
Tower Hill Country Day School 1979 — 1982
High School Diploma, College Preparatory
Wayne Sallurday's SEI Investments Experience October 2000 - Present
Job Operations Analyst at SEI Investments
Industry Investment Management
Experience
SEI Investments October 2000 - Present
Conrail April 1976 - July 2000
Erie Lackawanna Railroad August 1970 - April 1976
Education
HACC, Central Pennsylvania's Community College
SEI Investments October 2000 - Present
Conrail April 1976 - July 2000
Erie Lackawanna Railroad August 1970 - April 1976
Education
HACC, Central Pennsylvania's Community College
Stephen Kahn's SEI Investments Experience September 2009 - April 2010
Job Head of Operations at Talpion Fund Management LP
Industry Investment Management
Experience
Talpion Fund Management LP April 2010 - Present
SEI Investments September 2009 - April 2010
Raptor Capital Management LP November 2008 - September 2009
Carlyle Blue Wave March 2007 - August 2008
Barclays Capital June 2003 - March 2007
Pershing 1993 - 2003
Skills
Alternative Investments, Hedge Funds, Fund Accounting, Investments, Mutual Funds, Portfolio Management, Trading, Equities, Asset Management, Capital Markets, Prime Brokerage
Education
Emory University - Goizueta Business School 1992 — 1993
MBA, Finance
Emory University 1985 — 1989
BBA, Finance
Talpion Fund Management LP April 2010 - Present
SEI Investments September 2009 - April 2010
Raptor Capital Management LP November 2008 - September 2009
Carlyle Blue Wave March 2007 - August 2008
Barclays Capital June 2003 - March 2007
Pershing 1993 - 2003
Skills
Alternative Investments, Hedge Funds, Fund Accounting, Investments, Mutual Funds, Portfolio Management, Trading, Equities, Asset Management, Capital Markets, Prime Brokerage
Education
Emory University - Goizueta Business School 1992 — 1993
MBA, Finance
Emory University 1985 — 1989
BBA, Finance
Todd Shevlin, PMP's SEI Investments Experience November 2000 - May 2007
Job Project Implementation Manager at VWR
Industry Management Consulting
Experience
VWR May 2015 - Present
Epicor Software May 2014 - May 2015
MATAAC November 2008 - May 2014
Cetos Ventures 2006 - 2011
IBM Global Services October 2007 - April 2008
SEI Investments November 2000 - May 2007
Skills
Management, CRM, Process Improvement, Finance, Marketing Strategy, Management Consulting, Manufacturing, Business Analysis, Software Development, Strategy, Program Management, Change Management, Business Strategy, Project Management, Business Process..., Cross-functional Team...
Education
Villanova University 2004 — 2006
MBA, Business and MIS
East Stroudsburg University of Pennsylvania 1996 — 2000
BS, Management
East Stroudsburg University of Pennsylvania 1996 — 2000
BA, Economics
VWR May 2015 - Present
Epicor Software May 2014 - May 2015
MATAAC November 2008 - May 2014
Cetos Ventures 2006 - 2011
IBM Global Services October 2007 - April 2008
SEI Investments November 2000 - May 2007
Skills
Management, CRM, Process Improvement, Finance, Marketing Strategy, Management Consulting, Manufacturing, Business Analysis, Software Development, Strategy, Program Management, Change Management, Business Strategy, Project Management, Business Process..., Cross-functional Team...
Education
Villanova University 2004 — 2006
MBA, Business and MIS
East Stroudsburg University of Pennsylvania 1996 — 2000
BS, Management
East Stroudsburg University of Pennsylvania 1996 — 2000
BA, Economics
Robin Menya's SEI Investments Experience February 2006 - February 2009
Job Program Director at Comcast
Industry Information Technology and Services
Experience
GSI Commerce, an eBay subsidiary May 2012 - December 2012
SunGard Availability Services September 2009 - June 2011
SEI Investments February 2006 - February 2009
The Vanguard Group 2004 - 2005
The Vanguard Group 2002 - 2004
The Vanguard Group 2000 - 2002
The Vanguard Group 1998 - 2000
PricewaterhouseCoopers 1997 - 1998
Atlantic Richfield Company (ARCO) 1993 - 1996
Skills
Program Management, Management, Product Management, CRM, Portfolio Management, Risk Management, Process Improvement, Change Management, Analysis, Business Process
Education
Eastern University
B.S., Accounting
GSI Commerce, an eBay subsidiary May 2012 - December 2012
SunGard Availability Services September 2009 - June 2011
SEI Investments February 2006 - February 2009
The Vanguard Group 2004 - 2005
The Vanguard Group 2002 - 2004
The Vanguard Group 2000 - 2002
The Vanguard Group 1998 - 2000
PricewaterhouseCoopers 1997 - 1998
Atlantic Richfield Company (ARCO) 1993 - 1996
Skills
Program Management, Management, Product Management, CRM, Portfolio Management, Risk Management, Process Improvement, Change Management, Analysis, Business Process
Education
Eastern University
B.S., Accounting
Marty Dunn's SEI Investments Experience August 2004 - October 2006
Job Senior Vice President, Operations at Gramercy Funds Management LLC ("Gramercy")
Industry Investment Banking
Experience
Gramercy Funds Management LLC ("Gramercy") January 2014 - Present
Gramercy Funds Management January 2011 - December 2013
Gramercy Funds Management August 2008 - December 2010
Luminent Mortgage Capital January 2008 - July 2008
JPMorgan Chase October 2006 - January 2008
SEI Investments August 2004 - October 2006
JPMorgan Chase July 2003 - August 2004
Skills
Fixed Income, Hedge Funds, Treasury Management, Asset Managment, Alternative Investments, Emerging Markets, Due Diligence, New Business Development, Settlement
Education
Harvard University
Economics
The Hill School 1993 — 1997
Malvern Preparatory School 1992 — 1993
Gramercy Funds Management LLC ("Gramercy") January 2014 - Present
Gramercy Funds Management January 2011 - December 2013
Gramercy Funds Management August 2008 - December 2010
Luminent Mortgage Capital January 2008 - July 2008
JPMorgan Chase October 2006 - January 2008
SEI Investments August 2004 - October 2006
JPMorgan Chase July 2003 - August 2004
Skills
Fixed Income, Hedge Funds, Treasury Management, Asset Managment, Alternative Investments, Emerging Markets, Due Diligence, New Business Development, Settlement
Education
Harvard University
Economics
The Hill School 1993 — 1997
Malvern Preparatory School 1992 — 1993
LaToya Martin, CCSA's SEI Investments Experience July 2005 - July 2007
Job Fidelity Institutional
Industry Financial Services
Experience
Fidelity Investments March 2014 - Present
Fidelity Investments January 2012 - March 2014
PNC Financial Services Group November 2009 - January 2012
PNC Financial Services Group July 2007 - November 2009
SEI Investments July 2005 - July 2007
Kohl's Department Stores June 2004 - August 2004
Cintas May 2003 - August 2003
Howard University August 2002 - May 2003
Cintas May 2002 - August 2002
Skills
Leadership, Training, Auditing, Performance Management, Internal Audit, Internal Controls, Sarbanes-Oxley Act, Risk Assessment, Risk Management, Banking, Business Process..., Management, Analysis, Budgets, Microsoft Office, Program Management, Quality Assurance, Strategic Planning, Microsoft Excel, Public Speaking, Process Improvement, Project Management, Team Building
Education
Howard University 2001 — 2005
Bachelor of Business Administration, Marketing
Fidelity Investments March 2014 - Present
Fidelity Investments January 2012 - March 2014
PNC Financial Services Group November 2009 - January 2012
PNC Financial Services Group July 2007 - November 2009
SEI Investments July 2005 - July 2007
Kohl's Department Stores June 2004 - August 2004
Cintas May 2003 - August 2003
Howard University August 2002 - May 2003
Cintas May 2002 - August 2002
Skills
Leadership, Training, Auditing, Performance Management, Internal Audit, Internal Controls, Sarbanes-Oxley Act, Risk Assessment, Risk Management, Banking, Business Process..., Management, Analysis, Budgets, Microsoft Office, Program Management, Quality Assurance, Strategic Planning, Microsoft Excel, Public Speaking, Process Improvement, Project Management, Team Building
Education
Howard University 2001 — 2005
Bachelor of Business Administration, Marketing
Laura Fabrizio's SEI Investments Experience 1982 - 1988
Job SVP Program Manager Corporate Workplace Bank of America
Industry Financial Services
Experience
Bank of America May 2010 - Present
Bank of America - Global Wealth & Investment Management 1989 - June 2010
FleetBoston Financial 1999 - 2004
Bank of Boston 1989 - 1999
SEI May 1982 - February 1988
SEI Investments 1982 - 1988
Skills
Relationship Management, Vendor Management, Management
Education
Ferrum College 1977 — 1979
Associates, Business
Bank of America May 2010 - Present
Bank of America - Global Wealth & Investment Management 1989 - June 2010
FleetBoston Financial 1999 - 2004
Bank of Boston 1989 - 1999
SEI May 1982 - February 1988
SEI Investments 1982 - 1988
Skills
Relationship Management, Vendor Management, Management
Education
Ferrum College 1977 — 1979
Associates, Business
Bindu Gowda Wong's SEI Investments Experience July 2003 - September 2005
Job Strategy & Product Development
Industry Information Technology and Services
Experience
Holy Trinity Swiss Cottage September 2010 - June 2011
CognoLink Limited August 2009 - December 2010
TSYS May 2007 - July 2008
TSYS August 2006 - August 2007
Morgan Stanley September 2005 - June 2006
SEI Investments July 2003 - September 2005
Morgan Stanley June 2000 - May 2003
Skills
Strategy, Product Development
Education
Georgia Institute of Technology 1999 — 2003
BS, Management
Holy Trinity Swiss Cottage September 2010 - June 2011
CognoLink Limited August 2009 - December 2010
TSYS May 2007 - July 2008
TSYS August 2006 - August 2007
Morgan Stanley September 2005 - June 2006
SEI Investments July 2003 - September 2005
Morgan Stanley June 2000 - May 2003
Skills
Strategy, Product Development
Education
Georgia Institute of Technology 1999 — 2003
BS, Management
Chad Peters's SEI Investments Experience November 2010 - August 2011
Job Vice President at State Street
Industry Investment Management
Experience
State Street August 2011 - Present
SEI Investments November 2010 - August 2011
State Street October 2008 - November 2010
State Street October 2006 - October 2008
Evergreen Investments June 2006 - October 2006
Evergreen Investments March 2004 - June 2006
Radian December 2002 - March 2004
The Vanguard Group July 2000 - November 2002
American Express Financial Advisors January 2000 - July 2000
Skills
Equities, Fixed Income, Bloomberg, Securities, Mutual Funds, Portfolio Management, Asset Management, Investments, Alternative Investments, Hedge Funds, Series 7, Financial Services, Derivatives, Trading, Middle Office, Investment Management, Corporate Actions, Emerging Markets, Business Analysis
Education
Villanova University 2004 — 2007
MBA, Finance
East China Normal University 2006 — 2006
Credits for MBA Degree
University of Pittsburgh 1995 — 1999
B.A., Economics
State Street August 2011 - Present
SEI Investments November 2010 - August 2011
State Street October 2008 - November 2010
State Street October 2006 - October 2008
Evergreen Investments June 2006 - October 2006
Evergreen Investments March 2004 - June 2006
Radian December 2002 - March 2004
The Vanguard Group July 2000 - November 2002
American Express Financial Advisors January 2000 - July 2000
Skills
Equities, Fixed Income, Bloomberg, Securities, Mutual Funds, Portfolio Management, Asset Management, Investments, Alternative Investments, Hedge Funds, Series 7, Financial Services, Derivatives, Trading, Middle Office, Investment Management, Corporate Actions, Emerging Markets, Business Analysis
Education
Villanova University 2004 — 2007
MBA, Finance
East China Normal University 2006 — 2006
Credits for MBA Degree
University of Pittsburgh 1995 — 1999
B.A., Economics
Ray Logan's SEI Investments Experience September 2008 - April 2009
Job Project Manager at Credit Suisse
Industry Financial Services
Experience
Credit Suisse - Investment Banking Division April 2009 - Present
SEI Investments September 2008 - April 2009
Moore Capital Management January 2007 - August 2008
BusinessEdge Solutions August 2006 - August 2008
Credit Suisse First Boston January 2006 - August 2006
Bloomberg August 1999 - November 2005
Bankers Trust August 1992 - August 1999
Skills
Software Development, Information Management, Business Analysis, Project Management, Program Management, Information Architecture, PL/SQL, PMO, Project Portfolio..., Financial Services, Business Process, Trading Systems, Vendor Management, Requirements Analysis, Software Project..., MS Project, Change Management, SDLC, Requirements Gathering
Education
Embry-Riddle Aeronautical University 1982 — 1987
BS, Computer Science w/ Aviation Applications
Credit Suisse - Investment Banking Division April 2009 - Present
SEI Investments September 2008 - April 2009
Moore Capital Management January 2007 - August 2008
BusinessEdge Solutions August 2006 - August 2008
Credit Suisse First Boston January 2006 - August 2006
Bloomberg August 1999 - November 2005
Bankers Trust August 1992 - August 1999
Skills
Software Development, Information Management, Business Analysis, Project Management, Program Management, Information Architecture, PL/SQL, PMO, Project Portfolio..., Financial Services, Business Process, Trading Systems, Vendor Management, Requirements Analysis, Software Project..., MS Project, Change Management, SDLC, Requirements Gathering
Education
Embry-Riddle Aeronautical University 1982 — 1987
BS, Computer Science w/ Aviation Applications
Christopher Cavanagh, CIMA's SEI Investments Experience 1998 - 2002
Job RIA Sales, The Vanguard Group
Industry Investment Management
Experience
Vanguard July 2011 - Present
Goldman Sachs Asset Management 2009 - 2011
AllianceBernstein December 2005 - November 2008
Nationwide Financial January 2003 - December 2005
SEI Investments 1998 - 2002
Skills
Mutual Funds, Investments, Series 7, Series 63, ETFs, 401k
Education
Franklin & Marshall College 1984 — 1988
BA, Business Management
Wharton School, University of Pennsylvania
CIMA, Certified Investment Management Analyst
Vanguard July 2011 - Present
Goldman Sachs Asset Management 2009 - 2011
AllianceBernstein December 2005 - November 2008
Nationwide Financial January 2003 - December 2005
SEI Investments 1998 - 2002
Skills
Mutual Funds, Investments, Series 7, Series 63, ETFs, 401k
Education
Franklin & Marshall College 1984 — 1988
BA, Business Management
Wharton School, University of Pennsylvania
CIMA, Certified Investment Management Analyst
Enda McQuaid's SEI Investments Experience September 2007 - August 2008
Job HedgeServ Manager
Industry Financial Services
Experience
HedgeServ January 2014 - Present
HedgeServ July 2012 - December 2013
HedgeServ September 2011 - June 2012
Dublin City University September 2010 - August 2011
Dublin City University October 2010 - December 2010
GAM June 2009 - September 2010
SEI Investments September 2007 - August 2008
Broadstone Fund Management July 2004 - August 2004
Skills
Bloomberg, Accounting, Fund Accounting, Fund Administration, Securities, Finance, Bonds, Account Reconciliation, Valuation, Equities, Investments, Fixed Income, Capital Markets, Corporate Finance, Hedge Funds, Mutual Funds, Portfolio Management
Education
Dublin City University 2010 — 2011
MSc, Finance and Capital Markets
Dublin City University 2005 — 2009
Bachelor, Business studies specialising in finance
HedgeServ January 2014 - Present
HedgeServ July 2012 - December 2013
HedgeServ September 2011 - June 2012
Dublin City University September 2010 - August 2011
Dublin City University October 2010 - December 2010
GAM June 2009 - September 2010
SEI Investments September 2007 - August 2008
Broadstone Fund Management July 2004 - August 2004
Skills
Bloomberg, Accounting, Fund Accounting, Fund Administration, Securities, Finance, Bonds, Account Reconciliation, Valuation, Equities, Investments, Fixed Income, Capital Markets, Corporate Finance, Hedge Funds, Mutual Funds, Portfolio Management
Education
Dublin City University 2010 — 2011
MSc, Finance and Capital Markets
Dublin City University 2005 — 2009
Bachelor, Business studies specialising in finance
Steve Panner's SEI Investments Experience July 2005 - February 2011
Job Compliance Officer at SEI
Industry Investment Management
Experience
SEI February 2011 - Present
SEI Investments July 2005 - February 2011
Liberty Ridge Capital January 2000 - June 2005
SEI Investments September 1993 - January 2000
Skills
Fund Of Funds, Investments, Equities, Fixed Income, Financial Services, ETFs, Derivatives, SEC filings, Securities Regulation, Valuation, Fund Accounting, Fund Administration
Education
Villanova University 1999 — 2003
Master of Business Administration (MBA), Concentration in Finance
Gettysburg College 1988 — 1992
BA, Accounting, Finance
SEI February 2011 - Present
SEI Investments July 2005 - February 2011
Liberty Ridge Capital January 2000 - June 2005
SEI Investments September 1993 - January 2000
Skills
Fund Of Funds, Investments, Equities, Fixed Income, Financial Services, ETFs, Derivatives, SEC filings, Securities Regulation, Valuation, Fund Accounting, Fund Administration
Education
Villanova University 1999 — 2003
Master of Business Administration (MBA), Concentration in Finance
Gettysburg College 1988 — 1992
BA, Accounting, Finance
Dottie Borchardt's SEI Investments Experience 1995 - 1998
Job Owner, Dorothy C. Borchardt, CPA
Industry Accounting
Experience
Dorothy C. Borchardt, CPA 1997 - Present
Phoenix Services LLC 2006 - 2008
SEI Investments 1995 - 1998
SEI Investments 1992 - 1995
SEI Investments 1988 - 1992
Skills
Management Consulting, Accounting, Small Business Tax, Personal Income Tax..., Start-ups, Payroll Services, Payroll Taxes, Personal Tax Planning, Business Tax Planning, Tax, Small Business, CPA, Tax Preparation, Partnership Taxation
Education
Villanova University
B.S., Accountancy
Goldey-Beacom College 1981 — 1983
A.S., Business Information Systems
Dorothy C. Borchardt, CPA 1997 - Present
Phoenix Services LLC 2006 - 2008
SEI Investments 1995 - 1998
SEI Investments 1992 - 1995
SEI Investments 1988 - 1992
Skills
Management Consulting, Accounting, Small Business Tax, Personal Income Tax..., Start-ups, Payroll Services, Payroll Taxes, Personal Tax Planning, Business Tax Planning, Tax, Small Business, CPA, Tax Preparation, Partnership Taxation
Education
Villanova University
B.S., Accountancy
Goldey-Beacom College 1981 — 1983
A.S., Business Information Systems
Al Chiaradonna's SEI Investments Experience March 2001 - Present
Job SVP at SEI Investments
Industry Financial Services
Experience
SEI Investments March 2001 - Present
Villanova University 2000 - Present
Arthur Andersen 1988 - 1997
Skills
Management Consulting, Strategic Planning, Leadership, Financial Analysis, Financial Services, Executive Management, Mergers & Acquisitions, Public Speaking, Investments, Management, Portfolio Management, Wealth Management, Banking, Budgets, Asset Management, Asset Managment, Accounting, Strategy, Business Strategy, Executive Coaching, Leadership Development
Education
Harvard Business School 1995 — 1997
MBA, General Management
Temple University - Fox School of Business and Management 1984 — 1988
BBA, Accounting
MBA
SEI Investments March 2001 - Present
Villanova University 2000 - Present
Arthur Andersen 1988 - 1997
Skills
Management Consulting, Strategic Planning, Leadership, Financial Analysis, Financial Services, Executive Management, Mergers & Acquisitions, Public Speaking, Investments, Management, Portfolio Management, Wealth Management, Banking, Budgets, Asset Management, Asset Managment, Accounting, Strategy, Business Strategy, Executive Coaching, Leadership Development
Education
Harvard Business School 1995 — 1997
MBA, General Management
Temple University - Fox School of Business and Management 1984 — 1988
BBA, Accounting
MBA
Sharon Alexander's SEI Investments Experience February 1996 - January 2002
Job Business Development Executive
Industry Financial Services
Experience
Salt Creek Capital May 2013 - Present
Focus Wealth, LLC September 2009 - December 2013
InvestorForce February 2002 - September 2007
SEI Investments February 1996 - January 2002
Skills
Financial Planning, Sales Management, Sales Support, Inside Sales, Financial Markets, Financial Advisory, Client Development, Client Relationship..., Client Retention, Strategic Financial..., Sales Operations, Strategic Planning, CRM, New Business Development, Marketing, Private Equity, Investments, Mutual Funds, Customer Retention, Asset Management, Hedge Funds, Recruiting, Salesforce.com, Outside Sales
Education
Fairfield University 1990 — 1994
BS, Finance, Minor in Economics
Salt Creek Capital May 2013 - Present
Focus Wealth, LLC September 2009 - December 2013
InvestorForce February 2002 - September 2007
SEI Investments February 1996 - January 2002
Skills
Financial Planning, Sales Management, Sales Support, Inside Sales, Financial Markets, Financial Advisory, Client Development, Client Relationship..., Client Retention, Strategic Financial..., Sales Operations, Strategic Planning, CRM, New Business Development, Marketing, Private Equity, Investments, Mutual Funds, Customer Retention, Asset Management, Hedge Funds, Recruiting, Salesforce.com, Outside Sales
Education
Fairfield University 1990 — 1994
BS, Finance, Minor in Economics
Jennifer Mears's SEI Investments Experience August 2011 - January 2014
Job Learning and Development: Technical Trainer at SEI
Industry Financial Services
Experience
SEI January 2014 - Present
SEI Investments August 2011 - January 2014
SEI April 2011 - August 2011
SEI September 2008 - April 2011
Skills
Mutual Funds, Investments, Accounting, Analysis, Finance, Financial Analysis, Equities, Hedge Funds, Bloomberg, Fund Accounting
Education
St. Joseph's University 2013 — 2016
M.S. Organizational Development and Leadership, Organizational Psychology and Development
Gettysburg College 2003 — 2007
Bachelor's Degree, Business Management
Ridley High School
High School
SEI January 2014 - Present
SEI Investments August 2011 - January 2014
SEI April 2011 - August 2011
SEI September 2008 - April 2011
Skills
Mutual Funds, Investments, Accounting, Analysis, Finance, Financial Analysis, Equities, Hedge Funds, Bloomberg, Fund Accounting
Education
St. Joseph's University 2013 — 2016
M.S. Organizational Development and Leadership, Organizational Psychology and Development
Gettysburg College 2003 — 2007
Bachelor's Degree, Business Management
Ridley High School
High School
Lee von Seldeneck's SEI Investments Experience 2006 - 2012
Job Performance Analyst at InvestEdge, Inc.
Industry Financial Services
Experience
InvestEdge, Inc. June 2014 - Present
Philadelphia Insurance Companies April 2014 - June 2014
Tokio Marine North America, Inc. 2013 - April 2014
SEI Investments 2006 - 2012
SEI Investments 2001 - 2006
SEI Investments 1997 - 2001
SEI Investments 1991 - 1997
Skills
Performance Measurement, Data Conversion, Product Management, Equities, Portfolio Management, Investments, Fixed Income, Securities, Security APL (Fiserv), Mutual Funds, Asset Management, Operational and Client..., Asset Managment, Project Management, Financial Services, Hedge Funds, Wealth Management, Strategic Financial..., Leadership, Alternative Investments, Asset Allocation, Analysis, Bloomberg, Equity Research, Private Equity, Property & Casualty..., Microsoft CRM, SharePoint, Microsoft Office, Microsoft SQL Server, Performance Testing, Return on Investment..., Compliance, Institutional..., CRM, Investment Strategies
Education
Hobart and William Smith Colleges 1987 — 1991
Bachelors Degree, Economics
Hun School of Princeton 1983 — 1987
Chestnut Hill Academy 1979 — 1983
InvestEdge, Inc. June 2014 - Present
Philadelphia Insurance Companies April 2014 - June 2014
Tokio Marine North America, Inc. 2013 - April 2014
SEI Investments 2006 - 2012
SEI Investments 2001 - 2006
SEI Investments 1997 - 2001
SEI Investments 1991 - 1997
Skills
Performance Measurement, Data Conversion, Product Management, Equities, Portfolio Management, Investments, Fixed Income, Securities, Security APL (Fiserv), Mutual Funds, Asset Management, Operational and Client..., Asset Managment, Project Management, Financial Services, Hedge Funds, Wealth Management, Strategic Financial..., Leadership, Alternative Investments, Asset Allocation, Analysis, Bloomberg, Equity Research, Private Equity, Property & Casualty..., Microsoft CRM, SharePoint, Microsoft Office, Microsoft SQL Server, Performance Testing, Return on Investment..., Compliance, Institutional..., CRM, Investment Strategies
Education
Hobart and William Smith Colleges 1987 — 1991
Bachelors Degree, Economics
Hun School of Princeton 1983 — 1987
Chestnut Hill Academy 1979 — 1983
Mary Kieran Neeson's SEI Investments Experience June 2007 - August 2007
Job Research Fund Management Specialist at Memorial SloanKettering Cancer Center
Industry Hospital & Health Care
Experience
Memorial Sloan-Kettering Cancer Center September 2012 - Present
Memorial Sloan-Kettering Cancer Center August 2010 - September 2012
Memorial Sloan-Kettering Cancer Center 2009 - 2010
GENEX Services, Inc. June 2008 - August 2008
SEI Investments June 2007 - August 2007
Education
Fordham University - Graduate School of Business Administration 2011 — 2014
University of Notre Dame 2005 — 2009
Bachelor of Arts, Poltiical Science
Memorial Sloan-Kettering Cancer Center September 2012 - Present
Memorial Sloan-Kettering Cancer Center August 2010 - September 2012
Memorial Sloan-Kettering Cancer Center 2009 - 2010
GENEX Services, Inc. June 2008 - August 2008
SEI Investments June 2007 - August 2007
Education
Fordham University - Graduate School of Business Administration 2011 — 2014
University of Notre Dame 2005 — 2009
Bachelor of Arts, Poltiical Science
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
Kevin Tighe's SEI Investments Experience 1983 - 1987
Job Project Manager at Vanguard
Industry Financial Services
Experience
Vanguard December 1995 - Present
National Education Corporation 1991 - 1995
National Education Corporation 1988 - 1990
SEI Investments 1983 - 1987
Skills
SDLC, Vendor Management, Software Project..., Project Management, Financial Services, IT Strategy, Risk Management, Program Management, IT Management
Education
Fairfield University 1975 — 1978
Bachelor's degree, Finance, General
Vanguard December 1995 - Present
National Education Corporation 1991 - 1995
National Education Corporation 1988 - 1990
SEI Investments 1983 - 1987
Skills
SDLC, Vendor Management, Software Project..., Project Management, Financial Services, IT Strategy, Risk Management, Program Management, IT Management
Education
Fairfield University 1975 — 1978
Bachelor's degree, Finance, General
Eric Geller's SEI Investments Experience 1996 - 2002
Job Security Intelligence and Architecture TeamSecurity Solutions Architect
Industry Computer Software
Experience
IBM February 2015 - Present
IBM March 2013 - February 2015
IBM Tivoli Software December 2010 - March 2013
Trend 2007 - 2010
SEI Investments 1996 - 2002
Skills
VMware, SCCM, Windows Server, Tivoli Endpoint Manager, MCP, Enterprise Software..., Microsoft Certified..., Strategy, Cloud Computing, Enterprise Software, Data Center, SaaS, Security, Solution Selling, Virtualization, Selling, Sales, Pre-sales, Professional Services, Channel Partners
Education
Florida State University
Bachelor of Science (B.S.), Education
University of Florida
IBM February 2015 - Present
IBM March 2013 - February 2015
IBM Tivoli Software December 2010 - March 2013
Trend 2007 - 2010
SEI Investments 1996 - 2002
Skills
VMware, SCCM, Windows Server, Tivoli Endpoint Manager, MCP, Enterprise Software..., Microsoft Certified..., Strategy, Cloud Computing, Enterprise Software, Data Center, SaaS, Security, Solution Selling, Virtualization, Selling, Sales, Pre-sales, Professional Services, Channel Partners
Education
Florida State University
Bachelor of Science (B.S.), Education
University of Florida
James Ficaro's SEI Investments Experience January 2007 - May 2007
Job Attorney at The Weiser Law Firm
Industry Law Practice
Experience
The Weiser Law Firm September 2011 - Present
Janney Montgomery Scott May 2007 - September 2011
SEI Investments January 2007 - May 2007
FactCheck.org - Annenberg Public Policy Center August 2005 - January 2007
Skills
Securities, Mutual Funds, Legal Research, Investments, Equities, Public Speaking, Research, Finance, Financial Analysis, Due Diligence, Hedge Funds, Alternative Investments, Litigation, Series 7
Education
Temple University - James E. Beasley School of Law 2006 — 2009
JD, Law
George Mason University 2003 — 2005
MPP, Public Policy
The University of Texas at Austin - Red McCombs School of Business 1999 — 2003
BBA, Finance
The Weiser Law Firm September 2011 - Present
Janney Montgomery Scott May 2007 - September 2011
SEI Investments January 2007 - May 2007
FactCheck.org - Annenberg Public Policy Center August 2005 - January 2007
Skills
Securities, Mutual Funds, Legal Research, Investments, Equities, Public Speaking, Research, Finance, Financial Analysis, Due Diligence, Hedge Funds, Alternative Investments, Litigation, Series 7
Education
Temple University - James E. Beasley School of Law 2006 — 2009
JD, Law
George Mason University 2003 — 2005
MPP, Public Policy
The University of Texas at Austin - Red McCombs School of Business 1999 — 2003
BBA, Finance
Kendra Hettel's SEI Investments Experience February 2010 - February 2013
Job Marketing Review Analyst
Industry Financial Services
Experience
SEI February 2013 - Present
SEI Investments February 2010 - February 2013
SEI Investments July 2008 - February 2010
SEI Investments February 2007 - July 2008
SEI Investments 2005 - 2007
Walt Disney World January 2004 - August 2004
Education
Elizabethtown College 2001 — 2005
BS, Business Administration
Elizabethtown College 2001 — 2005
B.S, Business Administration; Finance
SEI February 2013 - Present
SEI Investments February 2010 - February 2013
SEI Investments July 2008 - February 2010
SEI Investments February 2007 - July 2008
SEI Investments 2005 - 2007
Walt Disney World January 2004 - August 2004
Education
Elizabethtown College 2001 — 2005
BS, Business Administration
Elizabethtown College 2001 — 2005
B.S, Business Administration; Finance
Len Moffa's SEI Investments Experience October 2010 - July 2012
Job Judicial Law Clerk at US Court of Appeals for Veterans Claims
Industry Law Practice
Experience
US Court of Appeals for Veterans Claims May 2015 - Present
United States Marine Corps August 2013 - Present
US Court of Appeals for Veterans Claims May 2014 - May 2015
SEI Investments October 2010 - July 2012
Ursinus College June 2009 - August 2009
State Farm Insurance May 2008 - August 2008
Congressman Robert E. Andrews May 2008 - August 2008
Camden County Special Events June 2007 - August 2007
Jackson Cross Partners LLC June 2006 - August 2006
Skills
Customer Service, Research, Analysis, Event Management, Marketing, Legal Documents, Legal, Legal Research, Legal Writing
Education
Georgetown University Law Center 2013 — 2015
Juris Doctor (J.D.)
West Virginia University College of Law 2012 — 2013
Juris Doctor (J.D.)
Ursinus College 2006 — 2010
Bachelor’s Degree, Business & Economics, Politics
US Court of Appeals for Veterans Claims May 2015 - Present
United States Marine Corps August 2013 - Present
US Court of Appeals for Veterans Claims May 2014 - May 2015
SEI Investments October 2010 - July 2012
Ursinus College June 2009 - August 2009
State Farm Insurance May 2008 - August 2008
Congressman Robert E. Andrews May 2008 - August 2008
Camden County Special Events June 2007 - August 2007
Jackson Cross Partners LLC June 2006 - August 2006
Skills
Customer Service, Research, Analysis, Event Management, Marketing, Legal Documents, Legal, Legal Research, Legal Writing
Education
Georgetown University Law Center 2013 — 2015
Juris Doctor (J.D.)
West Virginia University College of Law 2012 — 2013
Juris Doctor (J.D.)
Ursinus College 2006 — 2010
Bachelor’s Degree, Business & Economics, Politics
Rebecca Pennington's SEI Investments Experience September 2011 - May 2013
Job Reconciliation Analyst at SEI
Industry Financial Services
Experience
SEI May 2013 - Present
SEI Investments September 2011 - May 2013
SEI Investments July 2010 - September 2011
SEI Investments September 2009 - October 2010
SEI Investments March 2009 - September 2009
SEI Investments October 2007 - March 2009
David's Bridal June 2002 - October 2007
Robin, Kramer & Green, LLP January 2005 - March 2005
Zanybrainy February 2002 - April 2002
SEI Investments March 2001 - December 2001
Education
Ursinus College 2006 — 2009
Post Baccalareate, Accounting
Eastern Mennonite University 1995 — 1999
Bachelor of Science, Business Administration
SEI May 2013 - Present
SEI Investments September 2011 - May 2013
SEI Investments July 2010 - September 2011
SEI Investments September 2009 - October 2010
SEI Investments March 2009 - September 2009
SEI Investments October 2007 - March 2009
David's Bridal June 2002 - October 2007
Robin, Kramer & Green, LLP January 2005 - March 2005
Zanybrainy February 2002 - April 2002
SEI Investments March 2001 - December 2001
Education
Ursinus College 2006 — 2009
Post Baccalareate, Accounting
Eastern Mennonite University 1995 — 1999
Bachelor of Science, Business Administration
Robert Hettel's SEI Investments Experience May 2006 - Present
Job Financial Analyst at SEI Investments
Industry Financial Services
Experience
SEI Investments May 2006 - Present
SEI Investments May 2006 - September 2010
Blinds To Go September 2005 - May 2006
Education
Elizabethtown College 2001 — 2005
Bachelor, Business Administration
SEI Investments May 2006 - Present
SEI Investments May 2006 - September 2010
Blinds To Go September 2005 - May 2006
Education
Elizabethtown College 2001 — 2005
Bachelor, Business Administration
Paul Corelli's SEI Investments Experience 2004 - Present
Job Manager at SEI Investments
Industry Financial Services
Experience
SEI Investments 2004 - Present
BlackRock August 2002 - May 2004
JPMorgan Chase 1995 - 2002
Barclays Bank PLC 1989 - 1995
Skills
Portfolio Management, Investments, Mutual Funds, Financial Services, Equities
Education
Fairleigh Dickinson University
Bachelor of Science (BS), Finance, General
Pace University - Lubin School of Business
Master of Business Administration (MBA), Finance, General
SEI Investments 2004 - Present
BlackRock August 2002 - May 2004
JPMorgan Chase 1995 - 2002
Barclays Bank PLC 1989 - 1995
Skills
Portfolio Management, Investments, Mutual Funds, Financial Services, Equities
Education
Fairleigh Dickinson University
Bachelor of Science (BS), Finance, General
Pace University - Lubin School of Business
Master of Business Administration (MBA), Finance, General
David Dobinsky's SEI Investments Experience 2005 - 2012
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company October 2012 - Present
SEI Investments 2005 - 2012
Wachovia Securities now Wells Fargo – Reading, Pennsylvania October 2003 - September 2005
Skills
Financial Services, Investments, Mutual Funds, Asset Management, Securities, Portfolio Management, Customer Service, Alternative Investments, Retirement Planning, Equities
Education
Hofstra University 1998 — 2002
Bachelor in Business Administration, Major in Finance
New York Life Insurance Company October 2012 - Present
SEI Investments 2005 - 2012
Wachovia Securities now Wells Fargo – Reading, Pennsylvania October 2003 - September 2005
Skills
Financial Services, Investments, Mutual Funds, Asset Management, Securities, Portfolio Management, Customer Service, Alternative Investments, Retirement Planning, Equities
Education
Hofstra University 1998 — 2002
Bachelor in Business Administration, Major in Finance
Donald Everitt's SEI Investments Experience December 2014 - Present
Job Fund Accountant at SEI Investments
Industry Financial Services
Experience
SEI Investments December 2014 - Present
Edge of the Woods June 2012 - October 2014
DSM February 2014 - July 2014
Skills
Communication Skills, Mathematics, Team Leadership, Microsoft Office, Microsoft Excel, Microsoft Word
Education
East Stroudsburg University of Pennsylvania 2011 — 2014
Bachelor of Science (BS), Business Management
Northampton Community College 2008 — 2011
Associate of Arts (AA), Business Administration and Management, General
SEI Investments December 2014 - Present
Edge of the Woods June 2012 - October 2014
DSM February 2014 - July 2014
Skills
Communication Skills, Mathematics, Team Leadership, Microsoft Office, Microsoft Excel, Microsoft Word
Education
East Stroudsburg University of Pennsylvania 2011 — 2014
Bachelor of Science (BS), Business Management
Northampton Community College 2008 — 2011
Associate of Arts (AA), Business Administration and Management, General
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.