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
Michaela Malloy Michaela Malloy's SEI Investments Experience March 2010 - June 2012
Job Transaction Manager at CBRE
Industry Real Estate
Experience
CBRE September 2014 - Present
SEI February 2014 - September 2014
SEI June 2012 - February 2014
SEI Investments March 2010 - June 2012
SEI July 2008 - March 2010
Ben Franklin Technology Partners 2007 - 2007
ATR 2006 - 2006
Skills
Alternative Investments, Hedge Funds, Bloomberg, Project Management, Marketing, Private Equity, Securities, Real Estate Transactions, Real Estate License, Commercial Real Estate, International Real...
Education
Villanova University 2009 — 2011
MBA, Finance Specialization and Real Estate Specializations
Lafayette College 2004 — 2008
BA, Double Major: Economics & Business and Government & Law
Archbishop Mitty High School
CBRE September 2014 - Present
SEI February 2014 - September 2014
SEI June 2012 - February 2014
SEI Investments March 2010 - June 2012
SEI July 2008 - March 2010
Ben Franklin Technology Partners 2007 - 2007
ATR 2006 - 2006
Skills
Alternative Investments, Hedge Funds, Bloomberg, Project Management, Marketing, Private Equity, Securities, Real Estate Transactions, Real Estate License, Commercial Real Estate, International Real...
Education
Villanova University 2009 — 2011
MBA, Finance Specialization and Real Estate Specializations
Lafayette College 2004 — 2008
BA, Double Major: Economics & Business and Government & Law
Archbishop Mitty High School
Kristen Gabrill Kristen Gabrill's SEI Investments Experience February 2008 - Present
Job Fund Accounting Supervisor at SEI Investments
Industry Financial Services
Experience
SEI 2009 - Present
SEI Investments February 2008 - Present
Skills
Alternative Investments, Fund Accounting, Securities, Bloomberg, Fund Administration, Mutual Funds, Hedge Funds, Fixed Income, Account Reconciliation, Asset Allocation, Asset Management, Bloomberg Terminal, Derivatives, Financial Reporting, Financial Analysis, Equities, Fund Of Funds, Financial Services, GAAP, Investments, Portfolio Management, Private Equity, Financial Modeling
Education
West Chester University of Pennsylvania 2003 — 2005
BS, Economics
James Madison University
SEI 2009 - Present
SEI Investments February 2008 - Present
Skills
Alternative Investments, Fund Accounting, Securities, Bloomberg, Fund Administration, Mutual Funds, Hedge Funds, Fixed Income, Account Reconciliation, Asset Allocation, Asset Management, Bloomberg Terminal, Derivatives, Financial Reporting, Financial Analysis, Equities, Fund Of Funds, Financial Services, GAAP, Investments, Portfolio Management, Private Equity, Financial Modeling
Education
West Chester University of Pennsylvania 2003 — 2005
BS, Economics
James Madison University
Michael Davisson Michael Davisson's SEI Investments Experience 2000 - 2001
Job Vice President, Senior Financial Advisor, Univest Municipal Pension Services
Industry Financial Services
Experience
Univest Bank and Trust Co. October 2011 - Present
Pershing LLC November 2010 - October 2011
JPMorgan Chase January 2007 - April 2010
JPMorgan Chase 2006 - 2007
PFPC 2002 - 2006
SEI Investments 2000 - 2001
SEI Investments 1998 - 2000
SEI Investments 1996 - 1998
SEI Investments 1994 - 1996
Skills
Asset Management, Banking, Asset Managment, Investments, Portfolio Management, Series 63, Global Custody, ETFs, Mutual Funds, Financial Services, Wealth Management, CRM, Investment Advisory, Project Management, Alternative Investments, Pensions, Securities, Municipalities, Asset Allocation, Relationship Management, Series 7, Investment Management
Education
Kent State University 1977 — 1980
Bachelor of Business Administration, Business Mgmt./Finance
Saint Joseph's University
Master of Business Administration
Univest Bank and Trust Co. October 2011 - Present
Pershing LLC November 2010 - October 2011
JPMorgan Chase January 2007 - April 2010
JPMorgan Chase 2006 - 2007
PFPC 2002 - 2006
SEI Investments 2000 - 2001
SEI Investments 1998 - 2000
SEI Investments 1996 - 1998
SEI Investments 1994 - 1996
Skills
Asset Management, Banking, Asset Managment, Investments, Portfolio Management, Series 63, Global Custody, ETFs, Mutual Funds, Financial Services, Wealth Management, CRM, Investment Advisory, Project Management, Alternative Investments, Pensions, Securities, Municipalities, Asset Allocation, Relationship Management, Series 7, Investment Management
Education
Kent State University 1977 — 1980
Bachelor of Business Administration, Business Mgmt./Finance
Saint Joseph's University
Master of Business Administration
Eagland Stephen Eagland Stephen's SEI Investments Experience February 2004 - November 2010
Job Benefits Manager at Urban Outfitters
Industry Retail
Experience
Urban Outfitters, Inc. November 2010 - Present
SEI Investments February 2004 - November 2010
Valley Forge Enterprises, Ltd. November 1998 - February 2004
Education
La Salle University 1992 — 1996
Bachelor of Arts, Mathematics
Northeast Catholic 1988 — 1992
Urban Outfitters, Inc. November 2010 - Present
SEI Investments February 2004 - November 2010
Valley Forge Enterprises, Ltd. November 1998 - February 2004
Education
La Salle University 1992 — 1996
Bachelor of Arts, Mathematics
Northeast Catholic 1988 — 1992
Andrew Vincent's SEI Investments Experience September 2003 - July 2006
Job Senior Product Manager for SaaS and Mobile Solutions
Industry Computer Software
Experience
HelloWallet, a Morningstar Company November 2014 - Present
LATISTA, a Textura Company (NYSE: TXTR) September 2012 - November 2014
Hobsons April 2011 - September 2012
Schoolwires March 2010 - April 2011
Schoolwires December 2009 - March 2010
Adora Interactive Corporation September 2007 - October 2008
FedEx June 2007 - August 2007
SEI Investments September 2003 - July 2006
Skills
Product Management, Competitive Analysis, Start-ups, Management, Strategic Planning, Market Research, Educational Technology, Business Planning, Agile Methodologies, E-commerce, Training, Cloud Computing, Business Strategy, Product Marketing, Product Development, Marketing Management, Digital Strategy, SaaS, Marketing, Social Media Marketing, Education, Social Media, Pragmatic Marketing..., Leadership, Program Management, Analysis, SEO, Marketing Communications, Market Analysis, Content Marketing, Marketing Strategy, Public Speaking, Social Networking, Entrepreneurship, Strategy, Lean Startup, Lean UX, Data Analysis, Entrepreneur, Economics, Team Leadership, MBA, Product Innovation, Technology Enthusiast, Cross-functional Team...
Education
Indiana University - Kelley School of Business 2006 — 2008
MBA, Marketing and Corporate Innovation
Kenyon College 1999 — 2003
BA, Economics
Sewickley Academy 1995 — 1999
HelloWallet, a Morningstar Company November 2014 - Present
LATISTA, a Textura Company (NYSE: TXTR) September 2012 - November 2014
Hobsons April 2011 - September 2012
Schoolwires March 2010 - April 2011
Schoolwires December 2009 - March 2010
Adora Interactive Corporation September 2007 - October 2008
FedEx June 2007 - August 2007
SEI Investments September 2003 - July 2006
Skills
Product Management, Competitive Analysis, Start-ups, Management, Strategic Planning, Market Research, Educational Technology, Business Planning, Agile Methodologies, E-commerce, Training, Cloud Computing, Business Strategy, Product Marketing, Product Development, Marketing Management, Digital Strategy, SaaS, Marketing, Social Media Marketing, Education, Social Media, Pragmatic Marketing..., Leadership, Program Management, Analysis, SEO, Marketing Communications, Market Analysis, Content Marketing, Marketing Strategy, Public Speaking, Social Networking, Entrepreneurship, Strategy, Lean Startup, Lean UX, Data Analysis, Entrepreneur, Economics, Team Leadership, MBA, Product Innovation, Technology Enthusiast, Cross-functional Team...
Education
Indiana University - Kelley School of Business 2006 — 2008
MBA, Marketing and Corporate Innovation
Kenyon College 1999 — 2003
BA, Economics
Sewickley Academy 1995 — 1999
Tanesha Duncan Tanesha Duncan's SEI Investments Experience July 2001 - February 2004
Job Sr. Director, Corporate Strategy at Celgene
Industry Pharmaceuticals
Experience
Celgene October 2014 - Present
Celgene September 2013 - October 2014
Johnson & Johnson - Ortho Clinical Diagnostics August 2010 - September 2013
ConocoPhillips May 2009 - August 2009
Citi June 2008 - August 2008
Citi Capital Strategies February 2005 - June 2008
BOE Securities Inc. February 2004 - September 2005
SEI Investments July 2001 - February 2004
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Due Diligence, Competitive Analysis, Mergers, Business Strategy, Cross-functional Team..., Strategy, Equity Research, Forecasting, Investment Banking, Strategic Planning, Strategic Financial..., Mergers & Acquisitions, Finance, Analysis, Business Development, Portfolio Management, Leadership, Management
Education
University of Virginia - Darden Graduate School of Business Administration 2008 — 2010
MBA, General Management
El Instituto Panamericano de Alta Dirección de Empresa (IPADE) 2010 — 2010
Exchange Student
University of Pennsylvania - The Wharton School 1996 — 2001
BS in Economics
Celgene October 2014 - Present
Celgene September 2013 - October 2014
Johnson & Johnson - Ortho Clinical Diagnostics August 2010 - September 2013
ConocoPhillips May 2009 - August 2009
Citi June 2008 - August 2008
Citi Capital Strategies February 2005 - June 2008
BOE Securities Inc. February 2004 - September 2005
SEI Investments July 2001 - February 2004
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Due Diligence, Competitive Analysis, Mergers, Business Strategy, Cross-functional Team..., Strategy, Equity Research, Forecasting, Investment Banking, Strategic Planning, Strategic Financial..., Mergers & Acquisitions, Finance, Analysis, Business Development, Portfolio Management, Leadership, Management
Education
University of Virginia - Darden Graduate School of Business Administration 2008 — 2010
MBA, General Management
El Instituto Panamericano de Alta Dirección de Empresa (IPADE) 2010 — 2010
Exchange Student
University of Pennsylvania - The Wharton School 1996 — 2001
BS in Economics
Peter Blok, CFP® Peter Blok, CFP®'s SEI Investments Experience February 1998 - October 2004
Job Financial Advisor
Industry Financial Services
Experience
Blok Financial, LLC April 2010 - Present
Ambrose Wealth Management June 2006 - March 2010
Chester County Chamber of Business & Industry 2006 - March 2010
Dunham & Associates November 2004 - May 2006
SEI Investments February 1998 - October 2004
SEI 1998 - 2004
Education
James Madison University 1992 — 1996
BBA, Accounting
Blok Financial, LLC April 2010 - Present
Ambrose Wealth Management June 2006 - March 2010
Chester County Chamber of Business & Industry 2006 - March 2010
Dunham & Associates November 2004 - May 2006
SEI Investments February 1998 - October 2004
SEI 1998 - 2004
Education
James Madison University 1992 — 1996
BBA, Accounting
Doychin Panayotov Doychin Panayotov's SEI Investments Experience August 2010 - Present
Job Investment Product/Solutions Analyst at SEI
Industry Financial Services
Experience
SEI April 2015 - Present
SEI Investments August 2010 - Present
National Penn Bank May 2008 - August 2009
Skills
Financial Services, Leadership, Alternative Investments, Internal Controls, Software Documentation, Hedge Funds, Investments, Anti Money Laundering, Risk Management
Education
Villanova University 2014 — 2017
Master of Business Administration (M.B.A.)
Lafayette College 2006 — 2010
BA, Economics & Business
SEI April 2015 - Present
SEI Investments August 2010 - Present
National Penn Bank May 2008 - August 2009
Skills
Financial Services, Leadership, Alternative Investments, Internal Controls, Software Documentation, Hedge Funds, Investments, Anti Money Laundering, Risk Management
Education
Villanova University 2014 — 2017
Master of Business Administration (M.B.A.)
Lafayette College 2006 — 2010
BA, Economics & Business
William Furia William Furia's SEI Investments Experience 2002 - 2006
Job Vice President & Trust Advisor at The Bryn Mawr Trust Company
Industry Financial Services
Experience
The Bryn Mawr Trust Company November 2011 - Present
Wilmington Trust 2006 - 2011
SEI Investments 2002 - 2006
The Vanguard Group 1996 - 2002
Delaware Investments, a member of the Macquarie Group 1993 - 1995
Skills
Series 7, Wealth Management, Mutual Funds, Asset Allocation, Investment Advisory, Investment Strategies, Investments, ETFs, Strategic Financial..., Securities, Retirement Planning, Asset Managment, Portfolio Management, Retirement, Estate Planning
Education
The American College 2000 — 2003
CERTIFIED FINANCIAL PLANNER
La Salle University 1988 — 1993
B.A., Communications
The Bryn Mawr Trust Company November 2011 - Present
Wilmington Trust 2006 - 2011
SEI Investments 2002 - 2006
The Vanguard Group 1996 - 2002
Delaware Investments, a member of the Macquarie Group 1993 - 1995
Skills
Series 7, Wealth Management, Mutual Funds, Asset Allocation, Investment Advisory, Investment Strategies, Investments, ETFs, Strategic Financial..., Securities, Retirement Planning, Asset Managment, Portfolio Management, Retirement, Estate Planning
Education
The American College 2000 — 2003
CERTIFIED FINANCIAL PLANNER
La Salle University 1988 — 1993
B.A., Communications
Dave Bruestle's SEI Investments Experience September 2004 - January 2008
Job VP, Equity Trading at Jefferies, LLC
Industry Investment Banking
Experience
Jefferies & Company February 2008 - Present
SEI Investments September 2004 - January 2008
Skills
Equities, Series 7, Trading, Equity Trading, Series 63, Financial Risk, Bloomberg, Hedge Funds, Electronic Trading, Capital Markets, Trading Systems, Derivatives, Securities, FINRA, Investments, Alternative Investments, Financial Markets, ETFs
Education
Lafayette College 2000 — 2004
Bachelor of Arts, Economics
Jefferies & Company February 2008 - Present
SEI Investments September 2004 - January 2008
Skills
Equities, Series 7, Trading, Equity Trading, Series 63, Financial Risk, Bloomberg, Hedge Funds, Electronic Trading, Capital Markets, Trading Systems, Derivatives, Securities, FINRA, Investments, Alternative Investments, Financial Markets, ETFs
Education
Lafayette College 2000 — 2004
Bachelor of Arts, Economics
Christopher Chanudet Christopher Chanudet's SEI Investments Experience February 2015 - Present
Job Manager Alternative Investment Funds at SEI Investments
Industry Financial Services
Experience
SEI Investments February 2015 - Present
SEI Investments June 2012 - February 2015
SEI Investments May 2006 - June 2012
QVC Inc April 2001 - March 2006
QVC Inc January 2004 - December 2005
QVC Inc May 2005 - August 2005
Skills
Customer Service, Equities, Financial Services, Fund Accounting, Auditing, Mutual Funds, Bloomberg, Hedge Funds, Investments, Valuation
Education
La Salle University - School of Business Administration 2002 — 2006
BA, Finance & Marketing
SEI Investments February 2015 - Present
SEI Investments June 2012 - February 2015
SEI Investments May 2006 - June 2012
QVC Inc April 2001 - March 2006
QVC Inc January 2004 - December 2005
QVC Inc May 2005 - August 2005
Skills
Customer Service, Equities, Financial Services, Fund Accounting, Auditing, Mutual Funds, Bloomberg, Hedge Funds, Investments, Valuation
Education
La Salle University - School of Business Administration 2002 — 2006
BA, Finance & Marketing
Satish Turlapati Satish Turlapati's SEI Investments Experience September 2005 - October 2009
Job Quality Assurance Lead at Vanguard
Industry Investment Management
Experience
Vanguard January 2013 - Present
NIIT Technologies Limited September 2012 - December 2012
NIIT Limited July 2011 - August 2012
TUDOR INVESTMENT CORPORATION 2012 - 2012
Broadridge Financials Solutions May 2010 - July 2011
JP Morgan Chase November 2009 - May 2010
NIIT Technologies Limited September 2005 - October 2009
SEI Investments September 2005 - October 2009
Net Decisions Private Limited October 1998 - October 2000
Skills
Requirements Analysis, Data Migration, Functional Requirements, Banking, Project Management, Wealth Management, Quality Center, SDLC, QTP, User Acceptance Testing, Manual Testing, Test Planning, Business Analysis, Data Warehousing, Databases, Management, PL/SQL, Quality Assurance, SQL, Testing, Unix, Regression Testing, Requirements Gathering, Software Project..., Business Requirements, HP Quality Center, Agile Methodologies, Oracle, Vendor Management, Leadership, Analysis, Test Automation
Education
Indian Education Center 1996 — 1997
PGDCA, Computer Applications
Institute Of Marketing and Management 1995 — 1996
PGDBM, Business Management and Materials Management
Karnatak University 1989 — 1994
Bachelor of Engineering (B.E.), Mechanical Engineering
Satavahana college 1987 — 1989
Inter, Mathd, Physics, Chemistry
K.M.S.M.Sai.Public.School 1986 — 1987
10th, General
Vanguard January 2013 - Present
NIIT Technologies Limited September 2012 - December 2012
NIIT Limited July 2011 - August 2012
TUDOR INVESTMENT CORPORATION 2012 - 2012
Broadridge Financials Solutions May 2010 - July 2011
JP Morgan Chase November 2009 - May 2010
NIIT Technologies Limited September 2005 - October 2009
SEI Investments September 2005 - October 2009
Net Decisions Private Limited October 1998 - October 2000
Skills
Requirements Analysis, Data Migration, Functional Requirements, Banking, Project Management, Wealth Management, Quality Center, SDLC, QTP, User Acceptance Testing, Manual Testing, Test Planning, Business Analysis, Data Warehousing, Databases, Management, PL/SQL, Quality Assurance, SQL, Testing, Unix, Regression Testing, Requirements Gathering, Software Project..., Business Requirements, HP Quality Center, Agile Methodologies, Oracle, Vendor Management, Leadership, Analysis, Test Automation
Education
Indian Education Center 1996 — 1997
PGDCA, Computer Applications
Institute Of Marketing and Management 1995 — 1996
PGDBM, Business Management and Materials Management
Karnatak University 1989 — 1994
Bachelor of Engineering (B.E.), Mechanical Engineering
Satavahana college 1987 — 1989
Inter, Mathd, Physics, Chemistry
K.M.S.M.Sai.Public.School 1986 — 1987
10th, General
Jim McHale Jim McHale's SEI Investments Experience November 2004 - July 2008
Job
Industry Real Estate
Experience
ReMax of Reading April 2014 - Present
McHale Properties December 2005 - Present
SEI Investments November 2004 - July 2008
Sanchez Computer Associates January 1999 - November 2004
Beer Unlimited October 1991 - April 2001
Smith Barney April 1991 - October 1994
Skills
Property Management, Software Implementation, Business Strategy, Investments, Real Estate Investment, Real Estate, Strategic Planning, Banking, Process Improvement, Problem Solving, Public Speaking, Microsoft Office, Business Analysis, Management Consulting, Business Planning, Financial Analysis, Retail, Excel, Real Estate Development, Word, Project Management, Strategy, Budgets, Entrepreneurship, Investment Properties, Management, Microsoft Excel, Program Management, Software Project...
Education
1983 — 1984
La Salle University 1982 — 1984
Bachelor of Arts
Pennsylvania State University 1979 — 1981
Frankford High School 1976 — 1979
ReMax of Reading April 2014 - Present
McHale Properties December 2005 - Present
SEI Investments November 2004 - July 2008
Sanchez Computer Associates January 1999 - November 2004
Beer Unlimited October 1991 - April 2001
Smith Barney April 1991 - October 1994
Skills
Property Management, Software Implementation, Business Strategy, Investments, Real Estate Investment, Real Estate, Strategic Planning, Banking, Process Improvement, Problem Solving, Public Speaking, Microsoft Office, Business Analysis, Management Consulting, Business Planning, Financial Analysis, Retail, Excel, Real Estate Development, Word, Project Management, Strategy, Budgets, Entrepreneurship, Investment Properties, Management, Microsoft Excel, Program Management, Software Project...
Education
1983 — 1984
La Salle University 1982 — 1984
Bachelor of Arts
Pennsylvania State University 1979 — 1981
Frankford High School 1976 — 1979
Jessica Boylan's SEI Investments Experience May 2006 - August 2006
Job Lead Sales Associate at Gap Inc./Gap
Industry Primary/Secondary Education
Experience
Gap Inc./Gap September 2012 - Present
Education Works August 2009 - August 2010
La Salle University May 2009 - August 2009
La Salle University August 2006 - August 2009
William Way Community Center January 2009 - May 2009
La Salle University August 2008 - May 2009
SEI Investments May 2006 - August 2006
Skills
Proofreading, Research, Teaching, Tutoring, Curriculum Design, Leadership, Psychology, Interviews, Fundraising, Time Management, Event Planning, Editing
Education
University of Nebraska at Kearney 2013 — 2014
Bachelor of Science (BS), Speech-Language Pathology/Pathologist
La Salle University 2005 — 2009
BA, English and Psychology
Gap Inc./Gap September 2012 - Present
Education Works August 2009 - August 2010
La Salle University May 2009 - August 2009
La Salle University August 2006 - August 2009
William Way Community Center January 2009 - May 2009
La Salle University August 2008 - May 2009
SEI Investments May 2006 - August 2006
Skills
Proofreading, Research, Teaching, Tutoring, Curriculum Design, Leadership, Psychology, Interviews, Fundraising, Time Management, Event Planning, Editing
Education
University of Nebraska at Kearney 2013 — 2014
Bachelor of Science (BS), Speech-Language Pathology/Pathologist
La Salle University 2005 — 2009
BA, English and Psychology
Shane Connor Shane Connor's SEI Investments Experience July 2009 - April 2010
Job Director at The Judge Group
Industry Hospital & Health Care
Experience
The Judge Group- Judge Healthcare July 2013 - Present
The Judge Group- Judge Healthcare September 2011 - July 2013
Deep Run Industrial April 2010 - September 2011
SEI Investments July 2009 - April 2010
SEI Investments June 2008 - August 2008
Skills
Recruiting, Healthcare, Temporary Placement, Applicant Tracking..., Managed Care, Training, Human Resources, Management, Technical Recruiting, Cold Calling, Talent Acquisition, Temporary Staffing, Internet Recruiting, Physicians, Staffing Services, Hospitals, Sales, Contract Recruitment, New Business Development, Benefits Administration, Executive Search, Healthcare Industry, Screening, Resume Writing, Consulting, Building Relationships, College Recruiting, Nursing, Home Care, Hiring, Benefits Negotiation, Interviews, Onboarding, Talent Management, Employee Relations, Sourcing, Salesforce.com, Client Development, Staff Augmentation, Screening Resumes, Employee Benefits, Business Networking, Job Fairs, P&L Management, Staff Development, National Account..., Industrial Sector, Disease Management, Permanent Placement, Strategic Partnerships
Education
University of Scranton
Master of Business Administration (MBA), Health/Health Care Administration/Management
King's College 2005 — 2009
Bachelors, Finance
Kennedy Kenrick Catholic High School 2001 — 2005
Diploma
The Judge Group- Judge Healthcare July 2013 - Present
The Judge Group- Judge Healthcare September 2011 - July 2013
Deep Run Industrial April 2010 - September 2011
SEI Investments July 2009 - April 2010
SEI Investments June 2008 - August 2008
Skills
Recruiting, Healthcare, Temporary Placement, Applicant Tracking..., Managed Care, Training, Human Resources, Management, Technical Recruiting, Cold Calling, Talent Acquisition, Temporary Staffing, Internet Recruiting, Physicians, Staffing Services, Hospitals, Sales, Contract Recruitment, New Business Development, Benefits Administration, Executive Search, Healthcare Industry, Screening, Resume Writing, Consulting, Building Relationships, College Recruiting, Nursing, Home Care, Hiring, Benefits Negotiation, Interviews, Onboarding, Talent Management, Employee Relations, Sourcing, Salesforce.com, Client Development, Staff Augmentation, Screening Resumes, Employee Benefits, Business Networking, Job Fairs, P&L Management, Staff Development, National Account..., Industrial Sector, Disease Management, Permanent Placement, Strategic Partnerships
Education
University of Scranton
Master of Business Administration (MBA), Health/Health Care Administration/Management
King's College 2005 — 2009
Bachelors, Finance
Kennedy Kenrick Catholic High School 2001 — 2005
Diploma
Jill Bienstock Jill Bienstock's SEI Investments Experience 2002 - 2005
Job Bankruptcy and Corporate Restructuring Associate at Cole Schotz
Industry Law Practice
Experience
Cole, Schotz, Meisel, Forman & Leonard, P.A. September 2008 - Present
Cole, Schotz, Meisel, Forman & Leonard, P.A. May 2007 - August 2007
United States District Court, District of New Jersey May 2006 - August 2006
SEI Investments 2002 - 2005
Skills
Bankruptcy, Corporate Governance, Litigation, Restructuring, Securities Regulation, Legal Assistance, Legal Research, Arbitration, Legal Writing, Commercial Litigation, Hearings, Real Estate, Environmental, Business Strategy, Leadership, Networking, Business Development, Creditors' Rights, Debtors
Education
New York Law School 2005 — 2008
Lafayette College 1998 — 2002
Bachelor of Arts (B.A.), Double Major: International Affairs & Government/Law (minor requirements satisfied for Spanish)
Universidad de Sevilla 2001 — 2001
Northern Highlands 1994 — 1998
Cole, Schotz, Meisel, Forman & Leonard, P.A. September 2008 - Present
Cole, Schotz, Meisel, Forman & Leonard, P.A. May 2007 - August 2007
United States District Court, District of New Jersey May 2006 - August 2006
SEI Investments 2002 - 2005
Skills
Bankruptcy, Corporate Governance, Litigation, Restructuring, Securities Regulation, Legal Assistance, Legal Research, Arbitration, Legal Writing, Commercial Litigation, Hearings, Real Estate, Environmental, Business Strategy, Leadership, Networking, Business Development, Creditors' Rights, Debtors
Education
New York Law School 2005 — 2008
Lafayette College 1998 — 2002
Bachelor of Arts (B.A.), Double Major: International Affairs & Government/Law (minor requirements satisfied for Spanish)
Universidad de Sevilla 2001 — 2001
Northern Highlands 1994 — 1998
Amanda Cassidy's SEI Investments Experience October 2009 - April 2010
Job Meeting Planner Asst. at Synthes
Industry Events Services
Experience
Depuy Synthes companies of Johnson and Johnson November 2010 - Present
Victory Brewing Company June 2008 - November 2011
Arthritis Foundation September 2010 - December 2010
SEI Investments October 2009 - April 2010
American Camp Association - NY 2008 - 2008
SEI Investments May 2007 - August 2007
Skills
Public Relations, Event Management, Event Planning, Vendor Management, Leadership, Strategic Planning, Management, Corporate Communications, Marketing, Corporate Events, Fundraising, Social Media, Marketing Communications, Social Networking, Lead Generation, Team Building, Trade Shows, Budgets, Teamwork, Medical Devices
Education
Ithaca College 2004 — 2008
BS, Communications Management and Design
Downingtown High School 2000 — 2004
Depuy Synthes companies of Johnson and Johnson November 2010 - Present
Victory Brewing Company June 2008 - November 2011
Arthritis Foundation September 2010 - December 2010
SEI Investments October 2009 - April 2010
American Camp Association - NY 2008 - 2008
SEI Investments May 2007 - August 2007
Skills
Public Relations, Event Management, Event Planning, Vendor Management, Leadership, Strategic Planning, Management, Corporate Communications, Marketing, Corporate Events, Fundraising, Social Media, Marketing Communications, Social Networking, Lead Generation, Team Building, Trade Shows, Budgets, Teamwork, Medical Devices
Education
Ithaca College 2004 — 2008
BS, Communications Management and Design
Downingtown High School 2000 — 2004
Jerry Snyder Jerry Snyder's SEI Investments Experience July 2007 - July 2009
Job Vice President | Financial Consultant
Industry Financial Services
Experience
Fidelity Investments October 2011 - Present
Arin Risk Advisors LLC August 2009 - October 2011
SEI Investments July 2007 - July 2009
Deutsche Bank July 2006 - July 2007
United Bankshares, Inc September 2003 - July 2006
Fidelity Investments March 1992 - February 2003
Skills
Wealth Management, Investment Advisory, Financial Advice, Asset Management, Estate Planning, Asset Allocation, Retirement Planning, Mutual Funds, Insurance Planning, Risk Management, Consultative Selling, New Business Development, Asset Managment
Education
James Madison University 1985 — 1989
Bachelor of Business Administration, Marketing
Annandale High School 1982 — 1985
Fidelity Investments October 2011 - Present
Arin Risk Advisors LLC August 2009 - October 2011
SEI Investments July 2007 - July 2009
Deutsche Bank July 2006 - July 2007
United Bankshares, Inc September 2003 - July 2006
Fidelity Investments March 1992 - February 2003
Skills
Wealth Management, Investment Advisory, Financial Advice, Asset Management, Estate Planning, Asset Allocation, Retirement Planning, Mutual Funds, Insurance Planning, Risk Management, Consultative Selling, New Business Development, Asset Managment
Education
James Madison University 1985 — 1989
Bachelor of Business Administration, Marketing
Annandale High School 1982 — 1985
Murali Reddymalla Murali Reddymalla's SEI Investments Experience November 2007 - December 2013
Job SharePoint/Office365/Azure Tech Lead at Exelon
Industry Utilities
Experience
Exelon December 2013 - Present
SEI Investments November 2007 - December 2013
HP February 2007 - October 2007
RMSI 2005 - 2007
Skills
Office 365, Windows Azure, SharePoint, Microsoft SQL Server, SharePoint Designer, .NET, IIS, Visual Studio, ASP.NET, SSIS, SharePoint Server, Disaster Recovery, VMware, XML, InfoPath, Performance Point, 2008 R2, Windows Server, SharePoint 2010, SharePoint 2007, SQL Server 2008 R2, Windows Server 2008 R2, Performance Point Server, Data Protection Manager, SharePoint Server 2013, SQL Server 2012, Integration, Requirements Analysis, SDLC
Education
Indian Institute of Technology, Delhi
M.Tech
Exelon December 2013 - Present
SEI Investments November 2007 - December 2013
HP February 2007 - October 2007
RMSI 2005 - 2007
Skills
Office 365, Windows Azure, SharePoint, Microsoft SQL Server, SharePoint Designer, .NET, IIS, Visual Studio, ASP.NET, SSIS, SharePoint Server, Disaster Recovery, VMware, XML, InfoPath, Performance Point, 2008 R2, Windows Server, SharePoint 2010, SharePoint 2007, SQL Server 2008 R2, Windows Server 2008 R2, Performance Point Server, Data Protection Manager, SharePoint Server 2013, SQL Server 2012, Integration, Requirements Analysis, SDLC
Education
Indian Institute of Technology, Delhi
M.Tech
Jeff Lanscek Jeff Lanscek's SEI Investments Experience 1999 - 2001
Job Portfolio Mgr at Baldrige Asset Management
Industry Financial Services
Experience
Baldrige Asset Management May 2004 - Present
Guardian Life Insurance 2002 - 2004
SEI Investments 1999 - 2001
Skills
RP, Registered Investment..., Investments, Asset Management, Portfolio Management, Mutual Funds, Accounting, Wealth Management, Pensions, Asset Allocation, Securities, Trading, Alternative Investments, Investment Strategies, Retirement Planning, Investment Advisory
Education
Lehigh University 1994 — 1998
BS, Finance
Lehigh University - College of Business and Economics 1994 — 1998
BS, Finance
Baldrige Asset Management May 2004 - Present
Guardian Life Insurance 2002 - 2004
SEI Investments 1999 - 2001
Skills
RP, Registered Investment..., Investments, Asset Management, Portfolio Management, Mutual Funds, Accounting, Wealth Management, Pensions, Asset Allocation, Securities, Trading, Alternative Investments, Investment Strategies, Retirement Planning, Investment Advisory
Education
Lehigh University 1994 — 1998
BS, Finance
Lehigh University - College of Business and Economics 1994 — 1998
BS, Finance
William Heffernan William Heffernan's SEI Investments Experience January 1983 - June 1992
Job Investment Consultant, Business Development and Client Service at Radnor Research & Trading Co.
Industry Financial Services
Experience
Radnor Research & Trading Company January 2006 - Present
HH Investment Counsel, Inc. June 1992 - Present
SEI Investments January 1983 - June 1992
Skills
Investments, Portfolio Management, Wealth Management, Series 7, Asset Management, Business Development, Equity Trading, Investment Advisory, Investment Advisory..., Trading, Asset Allocation, Equities, Financial Services, Investment Strategies
Education
Lafayette College 1977 — 1980
BA Economics
Radnor Research & Trading Company January 2006 - Present
HH Investment Counsel, Inc. June 1992 - Present
SEI Investments January 1983 - June 1992
Skills
Investments, Portfolio Management, Wealth Management, Series 7, Asset Management, Business Development, Equity Trading, Investment Advisory, Investment Advisory..., Trading, Asset Allocation, Equities, Financial Services, Investment Strategies
Education
Lafayette College 1977 — 1980
BA Economics
Chris Ledell Chris Ledell's SEI Investments Experience September 2001 - September 2006
Job External Wholesaler at BlackRock
Industry Financial Services
Experience
BlackRock July 2010 - Present
Lincoln National October 2007 - December 2008
Valley Forge Enterprises, Ltd September 2006 - October 2007
SEI Investments September 2001 - September 2006
American Express Advisors March 1999 - September 2001
Chrysler Financial August 1996 - March 1999
Education
Saint Joseph's University - Erivan K. Haub School of Business 2006 — 2008
MBA, Finance
Keene State College 1992 — 1996
BS, Management
BlackRock July 2010 - Present
Lincoln National October 2007 - December 2008
Valley Forge Enterprises, Ltd September 2006 - October 2007
SEI Investments September 2001 - September 2006
American Express Advisors March 1999 - September 2001
Chrysler Financial August 1996 - March 1999
Education
Saint Joseph's University - Erivan K. Haub School of Business 2006 — 2008
MBA, Finance
Keene State College 1992 — 1996
BS, Management
Cindy Wark Cindy Wark's SEI Investments Experience October 2013 - March 2014
Job Internal Sales Consultant at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors July 2014 - Present
Lincoln Financial Distributors April 2014 - July 2014
SEI Investments October 2013 - March 2014
1&1 Internet, Inc. May 2013 - September 2013
Comcast-Spectacor August 2012 - November 2012
Skills
Series 6, Series 63, Life Insurance, Long-term Care, Financial Services, Salesforce.com, Outlook, Account Management, Facebook, Social Media, Time Management, Microsoft Office, Customer Service, Social Networking, Social Media Marketing, Critical Thinking, Teamwork, PowerPoint, Direct Sales, Marketing, Finance, Microsoft Word, Sales, Microsoft Excel
Education
Kutztown University of Pennsylvania 2009 — 2013
Bachelor of Business Administration (BBA), Marketing
Lincoln Financial Distributors July 2014 - Present
Lincoln Financial Distributors April 2014 - July 2014
SEI Investments October 2013 - March 2014
1&1 Internet, Inc. May 2013 - September 2013
Comcast-Spectacor August 2012 - November 2012
Skills
Series 6, Series 63, Life Insurance, Long-term Care, Financial Services, Salesforce.com, Outlook, Account Management, Facebook, Social Media, Time Management, Microsoft Office, Customer Service, Social Networking, Social Media Marketing, Critical Thinking, Teamwork, PowerPoint, Direct Sales, Marketing, Finance, Microsoft Word, Sales, Microsoft Excel
Education
Kutztown University of Pennsylvania 2009 — 2013
Bachelor of Business Administration (BBA), Marketing
Lauren Aponik Lauren Aponik's SEI Investments Experience May 2008 - Present
Job Senior Graphic Designer
Industry Graphic Design
Experience
SEI Investments May 2008 - Present
Berdich Design May 2004 - Present
23k Studios August 2004 - May 2006
Skills
Adobe Creative Suite, Adobe Acrobat, Adobe Design Programs, Adobe Bridge, Microsoft Office, Microsoft Word, Love to Cook, Digital Photography, Whole House Renovations, Brochures, Typography, Graphics, Logo Design, Posters, InDesign, Art Direction, Graphic Design, Interaction Design, Layout, Illustration, Creative Direction
Education
Kutztown University of Pennsylvania 2000 — 2004
BFA Communication Design, Graphic Design
Penn State Great Valley 2007 — 2007
xHTML Class
SEI Investments May 2008 - Present
Berdich Design May 2004 - Present
23k Studios August 2004 - May 2006
Skills
Adobe Creative Suite, Adobe Acrobat, Adobe Design Programs, Adobe Bridge, Microsoft Office, Microsoft Word, Love to Cook, Digital Photography, Whole House Renovations, Brochures, Typography, Graphics, Logo Design, Posters, InDesign, Art Direction, Graphic Design, Interaction Design, Layout, Illustration, Creative Direction
Education
Kutztown University of Pennsylvania 2000 — 2004
BFA Communication Design, Graphic Design
Penn State Great Valley 2007 — 2007
xHTML Class
Chris Bokosky's SEI Investments Experience February 2013 - Present
Job Senior Investment / Corporate Finance Analyst at SEI
Industry Financial Services
Experience
SEI Investments February 2013 - Present
Vanguard January 2012 - January 2013
Cambridge Associates June 2010 - June 2012
TimeScape Resorts LLC June 2009 - August 2009
Skills
Microsoft Excel, Bloomberg, PowerPoint, Microsoft Word, Financial Reporting, Microsoft Access
Education
Lehigh University 2006 — 2010
Bachelor of Science (B.S.), Finance, GPA: 3.57
SEI Investments February 2013 - Present
Vanguard January 2012 - January 2013
Cambridge Associates June 2010 - June 2012
TimeScape Resorts LLC June 2009 - August 2009
Skills
Microsoft Excel, Bloomberg, PowerPoint, Microsoft Word, Financial Reporting, Microsoft Access
Education
Lehigh University 2006 — 2010
Bachelor of Science (B.S.), Finance, GPA: 3.57
Lauren Tongiani's SEI Investments Experience August 2002 - May 2007
Job Service Account Manager | Dealer Services at Hartford Funds
Industry Financial Services
Experience
Hartford Funds February 2015 - Present
Pershing, a BNY Mellon company March 2014 - February 2015
Pershing, a BNY Mellon company January 2011 - March 2014
State Street June 2008 - December 2010
Gardner Lewis Asset Management July 2007 - June 2008
SEI Investments August 2002 - May 2007
Skills
Financial Services, Mutual Funds, Equities, Asset Management, Investments, Alternative Investments, Financial Analysis, Risk Management, Business Analysis, Process Improvement, Financial Modeling, Banking, Capital Markets, Finance, Vendor Management, Bloomberg, Securities, Valuation, Fixed Income, Account Reconciliation, Series 7, Portfolio Management, Wealth Management, Series 63
Education
La Salle University
MBA, Master of Business Administration
Widener University
BS, Business Management, Concentration: MIS
Hartford Funds February 2015 - Present
Pershing, a BNY Mellon company March 2014 - February 2015
Pershing, a BNY Mellon company January 2011 - March 2014
State Street June 2008 - December 2010
Gardner Lewis Asset Management July 2007 - June 2008
SEI Investments August 2002 - May 2007
Skills
Financial Services, Mutual Funds, Equities, Asset Management, Investments, Alternative Investments, Financial Analysis, Risk Management, Business Analysis, Process Improvement, Financial Modeling, Banking, Capital Markets, Finance, Vendor Management, Bloomberg, Securities, Valuation, Fixed Income, Account Reconciliation, Series 7, Portfolio Management, Wealth Management, Series 63
Education
La Salle University
MBA, Master of Business Administration
Widener University
BS, Business Management, Concentration: MIS
Danyelle Mastrangelo's SEI Investments Experience February 2013 - Present
Job US Advisor Market Unit Business Configuration Analyst at SEI Investments
Industry Financial Services
Experience
SEI Investments February 2013 - Present
SEI February 2012 - February 2013
SEI Investments August 2006 - February 2012
SEI Investments July 2005 - August 2006
SEI Investments December 2003 - July 2005
Skills
Recruiting, Project Management, Financial Services, Investments, Mutual Funds, Product Management, Account Reconciliation, Change Management, Management, Integration, Sales, Finance, New Business Development, Sales Operations, Quality Assurance
Education
Saint Joseph's University 2006 — 2007
MBA, MBA concentration in Marketing
Kutztown University of Pennsylvania 1997 — 2003
BSBA, Finance
Owen J. Roberts High School
SEI Investments February 2013 - Present
SEI February 2012 - February 2013
SEI Investments August 2006 - February 2012
SEI Investments July 2005 - August 2006
SEI Investments December 2003 - July 2005
Skills
Recruiting, Project Management, Financial Services, Investments, Mutual Funds, Product Management, Account Reconciliation, Change Management, Management, Integration, Sales, Finance, New Business Development, Sales Operations, Quality Assurance
Education
Saint Joseph's University 2006 — 2007
MBA, MBA concentration in Marketing
Kutztown University of Pennsylvania 1997 — 2003
BSBA, Finance
Owen J. Roberts High School
Adam Baumgardner Adam Baumgardner's SEI Investments Experience June 1997 - February 2003
Job Principal at IQ 20/20
Industry Information Technology and Services
Experience
IQ 20/20 June 2014 - Present
Encuity Research LLC May 2013 - June 2014
Encuity Research, a Campbell Alliance Company May 2011 - May 2014
inVentiv Health September 2003 - May 2011
ADVISORport February 2003 - September 2003
SEI Investments June 1997 - February 2003
Skills
Microsoft SQL Server, Software Project..., ASP.NET, Data Modeling, Project Management, C#, Data Collection, MySQL, Business Intelligence, Databases, Project Planning, Vendor Management, Due Diligence, SQL Server, KPI Dashboards, Data Visualization, Data Management, Solution Implementation, Pharmaceutical Industry, Biopharmaceuticals, Healthcare, Competitive Intelligence, Analysis, Cross-functional Team..., Software Development, Analytics, Process Improvement, Management Consulting, CRM, Training, Mergers & Acquisitions, SaaS, Requirements Analysis, Data Mining, Cloud Computing, IT Strategy, IT Management, Market Research, Business Analysis, SQL, ITIL, Product Management, Data Analysis, Business Analytics, Oracle, PHP, Integration, Enterprise Software, SDLC, Strategy
Education
Pennsylvania State University-Great Valley Graduate Center 2001 — 2003
MS, Information Science
King's College 1993 — 1997
BS, Finance
IQ 20/20 June 2014 - Present
Encuity Research LLC May 2013 - June 2014
Encuity Research, a Campbell Alliance Company May 2011 - May 2014
inVentiv Health September 2003 - May 2011
ADVISORport February 2003 - September 2003
SEI Investments June 1997 - February 2003
Skills
Microsoft SQL Server, Software Project..., ASP.NET, Data Modeling, Project Management, C#, Data Collection, MySQL, Business Intelligence, Databases, Project Planning, Vendor Management, Due Diligence, SQL Server, KPI Dashboards, Data Visualization, Data Management, Solution Implementation, Pharmaceutical Industry, Biopharmaceuticals, Healthcare, Competitive Intelligence, Analysis, Cross-functional Team..., Software Development, Analytics, Process Improvement, Management Consulting, CRM, Training, Mergers & Acquisitions, SaaS, Requirements Analysis, Data Mining, Cloud Computing, IT Strategy, IT Management, Market Research, Business Analysis, SQL, ITIL, Product Management, Data Analysis, Business Analytics, Oracle, PHP, Integration, Enterprise Software, SDLC, Strategy
Education
Pennsylvania State University-Great Valley Graduate Center 2001 — 2003
MS, Information Science
King's College 1993 — 1997
BS, Finance
Anthony Cassetta Anthony Cassetta's SEI Investments Experience December 2003 - August 2004
Job Auditor at Nightlinger, Colavita, Volpa CPA Firm
Industry Accounting
Experience
Nightlinger, Colavita, Volpa CPA Firm August 2012 - Present
State Street September 2007 - July 2011
State Street August 2006 - September 2007
State Street August 2004 - August 2006
SEI Investments December 2003 - August 2004
SEI Investments October 2000 - December 2003
Skills
Financial Analysis, Financial Reporting, Accounting, Account Reconciliation, Auditing, Fixed Income, Internal Controls, Investments, Finance, Mutual Funds, General Ledger, Portfolio Management
Education
La Salle University - School of Business Administration 2002 — 2005
Master of Business Adminstration, Finance
Stockton University 1996 — 2000
Bachelor of Science, Major in Finance with a Minor in Economics
Nightlinger, Colavita, Volpa CPA Firm August 2012 - Present
State Street September 2007 - July 2011
State Street August 2006 - September 2007
State Street August 2004 - August 2006
SEI Investments December 2003 - August 2004
SEI Investments October 2000 - December 2003
Skills
Financial Analysis, Financial Reporting, Accounting, Account Reconciliation, Auditing, Fixed Income, Internal Controls, Investments, Finance, Mutual Funds, General Ledger, Portfolio Management
Education
La Salle University - School of Business Administration 2002 — 2005
Master of Business Adminstration, Finance
Stockton University 1996 — 2000
Bachelor of Science, Major in Finance with a Minor in Economics
Susan Lee Kim Susan Lee Kim's SEI Investments Experience 1998 - 2005
Job Office Accounting Manager
Industry Financial Services
Experience
KGI Trading 2014 - Present
BNY Mellon 2007 - 2011
State Street Corporation 2006 - 2007
PNC (PFPC) 2005 - 2006
SEI Investments 1998 - 2005
Skills
Management, Accounting, Equities, Financial Analysis, Investments, Fixed Income, Financial Services, Hedge Funds, Securities, Financial Reporting
Education
La Salle University 1990 — 1994
La Salle University - School of Business Administration 1990 — 1994
KGI Trading 2014 - Present
BNY Mellon 2007 - 2011
State Street Corporation 2006 - 2007
PNC (PFPC) 2005 - 2006
SEI Investments 1998 - 2005
Skills
Management, Accounting, Equities, Financial Analysis, Investments, Fixed Income, Financial Services, Hedge Funds, Securities, Financial Reporting
Education
La Salle University 1990 — 1994
La Salle University - School of Business Administration 1990 — 1994
Derek Bowen Derek Bowen's SEI Investments Experience June 2006 - February 2007
Job Manager, Transaction Advisory & Investment Management (WWBD) at GlaxoSmithKline
Industry Financial Services
Experience
GlaxoSmithKline January 2012 - Present
DuPont Capital Management February 2007 - August 2011
SEI Investments June 2006 - February 2007
Skills
Analysis, Portfolio Management, Financial Modeling, Investments, Private Equity, Strategy, Budgets, Due Diligence, Valuation, Equities, Management, Venture Capital
Education
Lehigh University 2002 — 2006
B.S., Finance, Marketing, Intl Relations
Lehigh University - College of Business and Economics 2002 — 2006
B.S., Finance, Marketing
GlaxoSmithKline January 2012 - Present
DuPont Capital Management February 2007 - August 2011
SEI Investments June 2006 - February 2007
Skills
Analysis, Portfolio Management, Financial Modeling, Investments, Private Equity, Strategy, Budgets, Due Diligence, Valuation, Equities, Management, Venture Capital
Education
Lehigh University 2002 — 2006
B.S., Finance, Marketing, Intl Relations
Lehigh University - College of Business and Economics 2002 — 2006
B.S., Finance, Marketing
Alexander Buskirk Alexander Buskirk's SEI Investments Experience April 2012 - April 2014
Job NAV Operations Supervisor at BNY Mellon
Industry Financial Services
Experience
BNY Mellon April 2014 - Present
SEI Investments April 2012 - April 2014
Charter Township of Comstock Michigan March 2008 - December 2011
Buskirk Farms January 2006 - January 2010
Skills
Mutual Funds, Bloomberg, Financial Analysis, Microsoft Office, Hedge Funds, Asset Allocation, Financial Services, Eagle Investment Systems, Sunguard, SEI Trust 3000, Visual Basic for..., Supervision
Education
Western Michigan University - Haworth College of Business 2009 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Kalamazoo Valley Community College 2007 — 2009
Associate of Arts (A.A.), Business Administration and Management, General
BNY Mellon April 2014 - Present
SEI Investments April 2012 - April 2014
Charter Township of Comstock Michigan March 2008 - December 2011
Buskirk Farms January 2006 - January 2010
Skills
Mutual Funds, Bloomberg, Financial Analysis, Microsoft Office, Hedge Funds, Asset Allocation, Financial Services, Eagle Investment Systems, Sunguard, SEI Trust 3000, Visual Basic for..., Supervision
Education
Western Michigan University - Haworth College of Business 2009 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Kalamazoo Valley Community College 2007 — 2009
Associate of Arts (A.A.), Business Administration and Management, General
Kyle Cunningham's SEI Investments Experience January 2007 - May 2011
Job Vice President of Product Management at Greenphire
Industry Financial Services
Experience
Greenphire September 2012 - Present
SEI Investments (Europe) Ltd. June 2011 - September 2012
SEI Investments January 2007 - May 2011
Skills
Project Management, Relationship Management, Business Analysis, Operations Management, Product Management, Service Delivery, Service Management, Strategic Planning, Tactical Planning, Strategic Financial..., Software Project...
Education
Kutztown University of Pennsylvania 1995 — 2000
Bachelor of Business Administration (B.B.A.), Finance
Greenphire September 2012 - Present
SEI Investments (Europe) Ltd. June 2011 - September 2012
SEI Investments January 2007 - May 2011
Skills
Project Management, Relationship Management, Business Analysis, Operations Management, Product Management, Service Delivery, Service Management, Strategic Planning, Tactical Planning, Strategic Financial..., Software Project...
Education
Kutztown University of Pennsylvania 1995 — 2000
Bachelor of Business Administration (B.B.A.), Finance
Scott Gives, CFA Scott Gives, CFA's SEI Investments Experience June 1997 - Present
Job Sr. Portfolio Manager at SEI Investments
Industry Investment Management
Experience
SEI Investments June 1997 - Present
SEI Investments December 1994 - June 1997
Beagle Adventures Canada Company 1970 - 1980
Skills
Asset Allocation, Fixed Income, Derivatives, Portfolio Management, Investments, Investment Strategies, Asset Management, Mutual Funds, Risk Management, Alternative Investments, Investment Management, Capital Markets, Hedge Funds, Wealth Management
Education
The University of Western Ontario - King's University College
Bachelor of Arts (B.A.), Economics
The University of Western Ontario - King's University College 1988 — 1992
BA Economics, Economics, Music, Math, Physics, Business
London Central 1979 — 1984
HSSGD
SEI Investments June 1997 - Present
SEI Investments December 1994 - June 1997
Beagle Adventures Canada Company 1970 - 1980
Skills
Asset Allocation, Fixed Income, Derivatives, Portfolio Management, Investments, Investment Strategies, Asset Management, Mutual Funds, Risk Management, Alternative Investments, Investment Management, Capital Markets, Hedge Funds, Wealth Management
Education
The University of Western Ontario - King's University College
Bachelor of Arts (B.A.), Economics
The University of Western Ontario - King's University College 1988 — 1992
BA Economics, Economics, Music, Math, Physics, Business
London Central 1979 — 1984
HSSGD
Sharon Jones, CPLP, PHR, SHRM-CP's SEI Investments Experience January 2008 - Present
Job Director of Learning and Development
Industry Financial Services
Experience
SEI Investments January 2008 - Present
Skills
Coaching, Performance Management, Relationship Management, Financial Services, Change Management, Investments, Culture Change, Training, Performance Improvement, Workshop Facilitation, Strategic Financial..., Process Improvement, Team Building, Talent Acquisition, Business Analysis, Vendor Management, Risk Management, Recruiting, Talent Management, Strategy, Employee Training, Human Resources, Management, Business Strategy, Succession Planning, Leadership, Organizational..., Career Development, Leadership Development, Organizational..., Program Management, Training & Development, Mentoring, Staff Development, Instructional Design, Strategic Planning, Employee Engagement, E-Learning
Education
Villanova University 2011 — 2012
MastersCertificate Human Resources Management
La Salle University - School of Business Administration 1981 — 1985
Bachelor of Science
Cardinal Dougherty High School 1977 — 1981
HS Diploma
SEI Investments January 2008 - Present
Skills
Coaching, Performance Management, Relationship Management, Financial Services, Change Management, Investments, Culture Change, Training, Performance Improvement, Workshop Facilitation, Strategic Financial..., Process Improvement, Team Building, Talent Acquisition, Business Analysis, Vendor Management, Risk Management, Recruiting, Talent Management, Strategy, Employee Training, Human Resources, Management, Business Strategy, Succession Planning, Leadership, Organizational..., Career Development, Leadership Development, Organizational..., Program Management, Training & Development, Mentoring, Staff Development, Instructional Design, Strategic Planning, Employee Engagement, E-Learning
Education
Villanova University 2011 — 2012
MastersCertificate Human Resources Management
La Salle University - School of Business Administration 1981 — 1985
Bachelor of Science
Cardinal Dougherty High School 1977 — 1981
HS Diploma
Justin Levin Justin Levin's SEI Investments Experience 1995 - 2000
Job Managing Director at NASDAQ OMX
Industry Information Technology and Services
Experience
NASDAQ OMX September 2011 - Present
Ernst & Young April 2011 - September 2011
ISA Consulting March 2000 - April 2011
SEI Investments 1995 - 2000
Skills
EPM, Hyperion Planning, Essbase, Requirements Analysis, Software Project..., Project Management, Forecasting, ETL, Analytics, Budgets, Business Analysis, Business Intelligence, Financial Analysis
Education
Lehigh University 1991 — 1995
BSIE, Industrial Engineering, Economics
Marple Newtown Sr. High
NASDAQ OMX September 2011 - Present
Ernst & Young April 2011 - September 2011
ISA Consulting March 2000 - April 2011
SEI Investments 1995 - 2000
Skills
EPM, Hyperion Planning, Essbase, Requirements Analysis, Software Project..., Project Management, Forecasting, ETL, Analytics, Budgets, Business Analysis, Business Intelligence, Financial Analysis
Education
Lehigh University 1991 — 1995
BSIE, Industrial Engineering, Economics
Marple Newtown Sr. High
Jill R Switzer Jill R Switzer's SEI Investments Experience 2002 - 2010
Job Branch Systems Operations Specialist II Building Efficiency
Industry Construction
Experience
Johnson Controls November 2010 - Present
Avon Products 1990 - Present
SEI Investments 2002 - 2010
SEI Investments 1999 - 2002
ADP Dealer Services 1996 - 1999
ADP Network Services 1985 - 1996
Radio Shack 1983 - 1986
Skills
CRM, Process Improvement, Time Management, Team-oriented, Webmaster Services, Financial Services, Analysis, Marketing, Relationship Management, Asset Managment, Portfolio Management, Banking, Pennsylvania Notary..., Process Management, Strategy, Marketing Communications, Sales, Asset Management
Education
La Salle University 1988 — 1992
BS, Finance
Katharine Gibbs School 1984 — 1985
Professional Certification
Peirce College 1981 — 1983
AS, Computer Science
Johnson Controls November 2010 - Present
Avon Products 1990 - Present
SEI Investments 2002 - 2010
SEI Investments 1999 - 2002
ADP Dealer Services 1996 - 1999
ADP Network Services 1985 - 1996
Radio Shack 1983 - 1986
Skills
CRM, Process Improvement, Time Management, Team-oriented, Webmaster Services, Financial Services, Analysis, Marketing, Relationship Management, Asset Managment, Portfolio Management, Banking, Pennsylvania Notary..., Process Management, Strategy, Marketing Communications, Sales, Asset Management
Education
La Salle University 1988 — 1992
BS, Finance
Katharine Gibbs School 1984 — 1985
Professional Certification
Peirce College 1981 — 1983
AS, Computer Science
Edward Oetinger's SEI Investments Experience May 2001 - June 2003
Job Associate Director, Product Management at Moody's Analytics
Industry Computer Software
Experience
Moody's Analytics March 2010 - Present
Barclays Global Investors December 2008 - March 2010
Barclays Global Investors June 2007 - December 2008
Barclays Global Investors May 2006 - June 2007
Barclays Global Investors (BGI) August 2004 - May 2006
Charles Schwab June 2003 - August 2004
SEI Investments May 2001 - June 2003
SEI Investments April 2000 - May 2001
SEI Investments May 1998 - April 2000
Skills
Business Analysis, Fixed Income, Portfolio Management, Product Management, Agile Methodologies, Enterprise Software, Market Data, SDLC, Cross-functional Team..., Equities, Trading Systems, Financial Services, Financial Markets, Business Requirements, Project Management, Management, Investments, Asset Management, Credit Risk, Bloomberg, Business Process Design, Derivatives, FX Options, Investment Management, Trading, Capital Markets, Integration, Credit Derivatives, Analysis, Business Process, Mutual Funds, Strategy, Product Development, Economic Capital, User Experience, Hedge Funds, Electronic Trading, Bonds, Valuation, Market Risk, Options, Alternative Investments, Financial Risk, Product Marketing, Analytics
Education
University of California, Berkeley - Walter A. Hass School of Business 2012 — 2012
Product Management Program, Center for Executive Education
Philadelphia University 1999 — 2002
MBA, Finance & International Business
King's College 1994 — 1998
B.S., Finance
Clan Consulting Ltd.
Business Process Modeling, February 2007
Moody's Analytics March 2010 - Present
Barclays Global Investors December 2008 - March 2010
Barclays Global Investors June 2007 - December 2008
Barclays Global Investors May 2006 - June 2007
Barclays Global Investors (BGI) August 2004 - May 2006
Charles Schwab June 2003 - August 2004
SEI Investments May 2001 - June 2003
SEI Investments April 2000 - May 2001
SEI Investments May 1998 - April 2000
Skills
Business Analysis, Fixed Income, Portfolio Management, Product Management, Agile Methodologies, Enterprise Software, Market Data, SDLC, Cross-functional Team..., Equities, Trading Systems, Financial Services, Financial Markets, Business Requirements, Project Management, Management, Investments, Asset Management, Credit Risk, Bloomberg, Business Process Design, Derivatives, FX Options, Investment Management, Trading, Capital Markets, Integration, Credit Derivatives, Analysis, Business Process, Mutual Funds, Strategy, Product Development, Economic Capital, User Experience, Hedge Funds, Electronic Trading, Bonds, Valuation, Market Risk, Options, Alternative Investments, Financial Risk, Product Marketing, Analytics
Education
University of California, Berkeley - Walter A. Hass School of Business 2012 — 2012
Product Management Program, Center for Executive Education
Philadelphia University 1999 — 2002
MBA, Finance & International Business
King's College 1994 — 1998
B.S., Finance
Clan Consulting Ltd.
Business Process Modeling, February 2007
Adam Larrabee's SEI Investments Experience January 2000 - December 2000
Job Application Architect at Anexinet
Industry Information Technology and Services
Experience
Anexinet October 2013 - Present
Kennett Systems May 2012 - October 2013
Deloitte September 2011 - May 2012
Anexinet August 2010 - September 2011
HomeNet Automotive January 2010 - August 2010
Project Management Institute April 2007 - January 2010
Wyeth October 2000 - April 2007
SEI Investments January 2000 - December 2000
Rhone-Poulenc Rorer July 1998 - January 2000
Skills
SharePoint, .NET, WCF, SQL Server, WebSphere ESB, Enterprise Architecture, Application Architecture, Architecture, Web Development, Agile, RUP, Visio, Business Objects, Microsoft SQL Server, SOA, Software Development, SDLC, Business Intelligence, Web Services, Data Warehousing, ASP.NET, Data Modeling, Scrum, Databases, IT Management, Requirements Gathering, Business Analysis, Enterprise Software, Solution Architecture, Agile Methodologies, Architectures, Octopus
Education
Lehigh University 1992 — 1994
MBA, Marketing
Lehigh University 1988 — 1992
MS, Civil Engineering
Anexinet October 2013 - Present
Kennett Systems May 2012 - October 2013
Deloitte September 2011 - May 2012
Anexinet August 2010 - September 2011
HomeNet Automotive January 2010 - August 2010
Project Management Institute April 2007 - January 2010
Wyeth October 2000 - April 2007
SEI Investments January 2000 - December 2000
Rhone-Poulenc Rorer July 1998 - January 2000
Skills
SharePoint, .NET, WCF, SQL Server, WebSphere ESB, Enterprise Architecture, Application Architecture, Architecture, Web Development, Agile, RUP, Visio, Business Objects, Microsoft SQL Server, SOA, Software Development, SDLC, Business Intelligence, Web Services, Data Warehousing, ASP.NET, Data Modeling, Scrum, Databases, IT Management, Requirements Gathering, Business Analysis, Enterprise Software, Solution Architecture, Agile Methodologies, Architectures, Octopus
Education
Lehigh University 1992 — 1994
MBA, Marketing
Lehigh University 1988 — 1992
MS, Civil Engineering
Hema Jayanth Kapavarapu's SEI Investments Experience 2006 - 2008
Job Product Owner
Industry Computer Software
Experience
Tata Consultancy Services Ltd. 2008 - Present
TCS April 2004 - Present
SEI Investments 2006 - 2008
Skills
Requirements Analysis, SDLC, Oracle, PL/SQL, Software Project..., Requirements Gathering, Business Analysis, SQL, SOA, Solution Architecture
Education
Jawaharlal Nehru Technological University
St. Aloysius High School
Tata Consultancy Services Ltd. 2008 - Present
TCS April 2004 - Present
SEI Investments 2006 - 2008
Skills
Requirements Analysis, SDLC, Oracle, PL/SQL, Software Project..., Requirements Gathering, Business Analysis, SQL, SOA, Solution Architecture
Education
Jawaharlal Nehru Technological University
St. Aloysius High School
Keith Doyle's SEI Investments Experience January 2011 - June 2012
Job Marketing Technology Specialist at SEI
Industry Financial Services
Experience
SEI July 2015 - Present
SEI May 2012 - Present
SEI Investments January 2011 - June 2012
SEI Investments September 2007 - January 2011
Citizens Bank August 2007 - September 2007
Citizens Bank September 2006 - August 2007
United States Marine Corps June 2000 - September 2001
Akrion LLC 2001 - 2001
Skills
HTML, JavaScript, CSS, Web Design, User Experience Design, Balsamiq Mockups, Illustrator, Photoshop, jQuery, Wireframes, PHP, Git, Github, GruntJS, MySQL, Vagrant, OS X, Windows, Linux, WordPress, Marketing, Data Analysis, Financial Markets, Financial Analysis, SharePoint, Project Management
Education
Free Code Camp 2015 — 2016
Full Stack Web Development, Computer Software Engineering
Saint Joseph's University - Erivan K. Haub School of Business 2009 — 2016
MBA, Marketing
Temple University 2012 — 2012
Certificate, Web Page, Digital/Multimedia and Information Resources Design
Iona College 2002 — 2005
BA, Political Science
Montgomery County Community College 2001 — 2002
Team Treehouse
Web Design & Development
SEI July 2015 - Present
SEI May 2012 - Present
SEI Investments January 2011 - June 2012
SEI Investments September 2007 - January 2011
Citizens Bank August 2007 - September 2007
Citizens Bank September 2006 - August 2007
United States Marine Corps June 2000 - September 2001
Akrion LLC 2001 - 2001
Skills
HTML, JavaScript, CSS, Web Design, User Experience Design, Balsamiq Mockups, Illustrator, Photoshop, jQuery, Wireframes, PHP, Git, Github, GruntJS, MySQL, Vagrant, OS X, Windows, Linux, WordPress, Marketing, Data Analysis, Financial Markets, Financial Analysis, SharePoint, Project Management
Education
Free Code Camp 2015 — 2016
Full Stack Web Development, Computer Software Engineering
Saint Joseph's University - Erivan K. Haub School of Business 2009 — 2016
MBA, Marketing
Temple University 2012 — 2012
Certificate, Web Page, Digital/Multimedia and Information Resources Design
Iona College 2002 — 2005
BA, Political Science
Montgomery County Community College 2001 — 2002
Team Treehouse
Web Design & Development
Carole Poorman's SEI Investments Experience February 1990 - October 1997
Job Manager at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group October 1997 - Present
SEI Investments February 1990 - October 1997
Education
Lehigh University
BS, Computer Engineering
Penn State University
MS, Computer Science
Villanova University
MBA, Finance
The Vanguard Group October 1997 - Present
SEI Investments February 1990 - October 1997
Education
Lehigh University
BS, Computer Engineering
Penn State University
MS, Computer Science
Villanova University
MBA, Finance
Mona Roccia's SEI Investments Experience 2008 - 2012
Job Program Management Lead at SEI
Industry Real Estate
Experience
SEI July 2012 - Present
SEI Investments 2008 - 2012
SEI Investments 2003 - 2008
SEI 2001 - 2003
SEI 1997 - 2001
SEI 1996 - 1997
SEI 1995 - 1996
SEI 1993 - 1995
SEI 1992 - 1993
Skills
Mutual Funds, Investments, Service Development, Wealth Management, Asset Managment, Alternative Investments, Securities, Asset Allocation, Investment Advisory, Financial Services, Hedge Funds, Investment Strategies, Series 63, Equities, Investment Management
Education
La Salle University - School of Business Administration 1995 — 1998
Master of Business Administration (MBA), Finance and MIS
Lasalle University 1989 — 1992
Bachelor of Science (BS), MIS/Finance
SEI July 2012 - Present
SEI Investments 2008 - 2012
SEI Investments 2003 - 2008
SEI 2001 - 2003
SEI 1997 - 2001
SEI 1996 - 1997
SEI 1995 - 1996
SEI 1993 - 1995
SEI 1992 - 1993
Skills
Mutual Funds, Investments, Service Development, Wealth Management, Asset Managment, Alternative Investments, Securities, Asset Allocation, Investment Advisory, Financial Services, Hedge Funds, Investment Strategies, Series 63, Equities, Investment Management
Education
La Salle University - School of Business Administration 1995 — 1998
Master of Business Administration (MBA), Finance and MIS
Lasalle University 1989 — 1992
Bachelor of Science (BS), MIS/Finance
John Leven's SEI Investments Experience 2001 - 2004
Job Director of Finance and Fund Administration at Scotia Institutional Investments US
Industry Investment Management
Experience
Scotia Institutional Investments US September 2006 - Present
Constellation Investment Management December 2004 - April 2006
SEI Investments 2001 - 2004
Education
La Salle University - School of Business Administration 1974 — 1978
Scotia Institutional Investments US September 2006 - Present
Constellation Investment Management December 2004 - April 2006
SEI Investments 2001 - 2004
Education
La Salle University - School of Business Administration 1974 — 1978
Latham Pali's SEI Investments Experience January 2004 - December 2006
Job President and Chief Operating Officer
Industry Consumer Goods
Experience
J.P. Nissen Co. December 2013 - Present
J.P. Nissen Co. January 2007 - December 2013
SEI Investments January 2004 - December 2006
Sage Financial Group 1999 - 2003
Skills
Financial Analysis, Management, Enterprise Risk..., Investments, Strategy, Business Development, Portfolio Management, Mergers & Acquisitions, Relationship Management, Process Improvement, Competitive Analysis, Cross-functional Team..., Business Planning, New Business Development, Business Strategy, Strategic Planning, Risk Management, Business Analysis, Forecasting, Financial Modeling, Leadership, Product Management
Education
Penn State University 2007 — 2009
EMBA
Lafayette College 1994 — 1998
BA, Economics
J.P. Nissen Co. December 2013 - Present
J.P. Nissen Co. January 2007 - December 2013
SEI Investments January 2004 - December 2006
Sage Financial Group 1999 - 2003
Skills
Financial Analysis, Management, Enterprise Risk..., Investments, Strategy, Business Development, Portfolio Management, Mergers & Acquisitions, Relationship Management, Process Improvement, Competitive Analysis, Cross-functional Team..., Business Planning, New Business Development, Business Strategy, Strategic Planning, Risk Management, Business Analysis, Forecasting, Financial Modeling, Leadership, Product Management
Education
Penn State University 2007 — 2009
EMBA
Lafayette College 1994 — 1998
BA, Economics
Chuck Helveston's SEI Investments Experience March 2006 - April 2007
Job VP, Conversions & Implementations at Archer
Industry Financial Services
Experience
Archer - Investment Management Solutions August 2008 - Present
Health Market Science August 2007 - August 2008
SEI Investments March 2006 - April 2007
SEI Investments February 2003 - March 2006
SEI Investments February 1998 - February 2003
Skills
Mutual Funds, Financial Services, Equities, Asset Management, Securities, Portfolio Management, Investments, Fixed Income, Wealth Management, Business Analysis
Education
Kutztown University of Pennsylvania 1992 — 1997
BS
Archer - Investment Management Solutions August 2008 - Present
Health Market Science August 2007 - August 2008
SEI Investments March 2006 - April 2007
SEI Investments February 2003 - March 2006
SEI Investments February 1998 - February 2003
Skills
Mutual Funds, Financial Services, Equities, Asset Management, Securities, Portfolio Management, Investments, Fixed Income, Wealth Management, Business Analysis
Education
Kutztown University of Pennsylvania 1992 — 1997
BS
Scott Latsko's SEI Investments Experience 2004 - Present
Job Client Service Director at SEI Investments
Industry Financial Services
Experience
SEI Investments 2004 - Present
Education
Villanova University 1996 — 1998
MBA, Finance
La Salle University 1989 — 1993
Bachelor of Science, Finance
La Salle University - School of Business Administration 1989 — 1993
B.S., Finance
SEI Investments 2004 - Present
Education
Villanova University 1996 — 1998
MBA, Finance
La Salle University 1989 — 1993
Bachelor of Science, Finance
La Salle University - School of Business Administration 1989 — 1993
B.S., Finance
Lisa Oakley's SEI Investments Experience Senior Business ManagerSEI InvestmentsOctober 2005 - May 2007
Job Global Wealth Management
Industry Financial Services
Experience
SEI Investments Senior Business ManagerSEI InvestmentsOctober 2005 - May 2007
SEI Investments December 2001 - October 2005
SEI Investments March 1999 - October 2001
SEI Investments March 1998 - March 1999
SEI Investments September 1996 - March 1998
Education
La Salle University 1992 — 1996
BS, Finance, Risk Mgt & Insurance
SEI Investments Senior Business ManagerSEI InvestmentsOctober 2005 - May 2007
SEI Investments December 2001 - October 2005
SEI Investments March 1999 - October 2001
SEI Investments March 1998 - March 1999
SEI Investments September 1996 - March 1998
Education
La Salle University 1992 — 1996
BS, Finance, Risk Mgt & Insurance
Kamal Jemmoua's SEI Investments Experience August 2006 - May 2008
Job Senior Financial Analyst
Industry Financial Services
Experience
Reliance Standard 2009 - Present
SEI Investments August 2006 - May 2008
Smith Barney October 2005 - May 2006
Skills
Valuation, Financial Modeling, Bloomberg, Financial Analysis, Accounting, Finance, Investments, Leadership, Private Equity, Financial Reporting, Strategic Financial..., Risk Management, Corporate Finance, Insurance, Mutual Funds, Asset Allocation, Due Diligence, Financial Services, Securities
Education
Villanova University 2008 — 2009
M.S., Finance
LeTourneau University 2003 — 2006
Bachelor of Science, Finance (Economics Minor
Reliance Standard 2009 - Present
SEI Investments August 2006 - May 2008
Smith Barney October 2005 - May 2006
Skills
Valuation, Financial Modeling, Bloomberg, Financial Analysis, Accounting, Finance, Investments, Leadership, Private Equity, Financial Reporting, Strategic Financial..., Risk Management, Corporate Finance, Insurance, Mutual Funds, Asset Allocation, Due Diligence, Financial Services, Securities
Education
Villanova University 2008 — 2009
M.S., Finance
LeTourneau University 2003 — 2006
Bachelor of Science, Finance (Economics Minor
Timothy Sauermelch, CFA's SEI Investments Experience September 2009 - Present
Job Fixed Income Portfolio Manager/Trader
Industry Investment Management
Experience
SEI Investments September 2009 - Present
SEI Investments April 2008 - September 2009
SEI Investments July 2006 - April 2008
Education
Villanova University 2007 — 2009
MBA, Finance
Kutztown University of Pennsylvania 2002 — 2006
B.S.B.A., Finance
SEI Investments September 2009 - Present
SEI Investments April 2008 - September 2009
SEI Investments July 2006 - April 2008
Education
Villanova University 2007 — 2009
MBA, Finance
Kutztown University of Pennsylvania 2002 — 2006
B.S.B.A., Finance
Robin Curry's SEI Investments Experience July 2005 - December 2008
Job 25 years experience in the Financial Services industry
Industry Financial Services
Experience
InvestEdge, Inc. April 2014 - Present
SEI December 2008 - 2013
SEI Investments July 2005 - December 2008
Sei Investments July 2005 - December 2008
Glenmede Trust Company April 1996 - July 2005
Advent Users Group 1999 - 2001
Gates, Wilmerding, Carper and Rawlings April 1990 - April 1996
Skills
Equities, Asset Managment, Moxy, Mutual Funds, Securities, Fixed Income, Advent, Axys, Back Office, Portfolio Management, Bloomberg, Hedge Funds, Settlement, Investments, Trading, Software Documentation, Analysis, Business Analysis, Alternative Investments, Asset Allocation, Bonds, Electronic Trading, Financial Services, Financial Modeling, Investment Management, Asset Management, Corporate Actions, Series 7, Market Data, Wealth Management, Risk Management, Trading Systems, Equity Trading, FX Options, Financial Markets, Relationship Management, Series 63, Options
Education
La Salle University - School of Business Administration 2000 — 2009
InvestEdge, Inc. April 2014 - Present
SEI December 2008 - 2013
SEI Investments July 2005 - December 2008
Sei Investments July 2005 - December 2008
Glenmede Trust Company April 1996 - July 2005
Advent Users Group 1999 - 2001
Gates, Wilmerding, Carper and Rawlings April 1990 - April 1996
Skills
Equities, Asset Managment, Moxy, Mutual Funds, Securities, Fixed Income, Advent, Axys, Back Office, Portfolio Management, Bloomberg, Hedge Funds, Settlement, Investments, Trading, Software Documentation, Analysis, Business Analysis, Alternative Investments, Asset Allocation, Bonds, Electronic Trading, Financial Services, Financial Modeling, Investment Management, Asset Management, Corporate Actions, Series 7, Market Data, Wealth Management, Risk Management, Trading Systems, Equity Trading, FX Options, Financial Markets, Relationship Management, Series 63, Options
Education
La Salle University - School of Business Administration 2000 — 2009
Jason Kundtz's SEI Investments Experience August 2000 - November 2003
Job VP, MIS/Risk Manager at Citizens Bank
Industry Banking
Experience
Citizens Commercial Banking October 2005 - Present
Fiserv Securities, Inc. December 2003 - September 2005
SEI Investments August 2000 - November 2003
Skills
Risk Management
Education
Lock Haven University of Pennsylvania 1995 — 1999
Bachelor of Science (BS), Business Management & Accounting
Citizens Commercial Banking October 2005 - Present
Fiserv Securities, Inc. December 2003 - September 2005
SEI Investments August 2000 - November 2003
Skills
Risk Management
Education
Lock Haven University of Pennsylvania 1995 — 1999
Bachelor of Science (BS), Business Management & Accounting
Johanna (Koch) Loose's SEI Investments Experience June 2006 - Present
Job Team Lead at SEI
Industry Financial Services
Experience
SEI Investments June 2006 - Present
Pershing, a BNY Mellon company March 2005 - June 2006
Users Incorporated 2004 - 2005
Fiserv Lending Solutions 2002 - 2004
Sanchez Computer Associates 2001 - 2002
Skills
Business Analysis, Process Improvement, Cross-functional Team..., Business Requirements, Leadership, SDLC, Requirements Analysis, Software Project..., Vendor Management, Requirements Gathering, Project Management, Integration, SharePoint, PMP, Data Warehousing, Agile Project Management, Quality Assurance, Visio, Business Process..., Project Portfolio..., User Acceptance Testing
Education
Villanova University 2005 — 2005
Certification, Project Management
Kutztown University of Pennsylvania 1993 — 1997
Bachelor Science, Business Administration and Management
SEI Investments June 2006 - Present
Pershing, a BNY Mellon company March 2005 - June 2006
Users Incorporated 2004 - 2005
Fiserv Lending Solutions 2002 - 2004
Sanchez Computer Associates 2001 - 2002
Skills
Business Analysis, Process Improvement, Cross-functional Team..., Business Requirements, Leadership, SDLC, Requirements Analysis, Software Project..., Vendor Management, Requirements Gathering, Project Management, Integration, SharePoint, PMP, Data Warehousing, Agile Project Management, Quality Assurance, Visio, Business Process..., Project Portfolio..., User Acceptance Testing
Education
Villanova University 2005 — 2005
Certification, Project Management
Kutztown University of Pennsylvania 1993 — 1997
Bachelor Science, Business Administration and Management
Jackie Bardyn's SEI Investments Experience 2001 - 2005
Job Student Assistance Counselor at NHS Human Services
Industry Investment Management
Experience
NHS Human Services August 2012 - Present
Aberdeen Asset Management November 2007 - August 2010
Cooke & Bieler 2005 - 2007
SEI Investments 2001 - 2005
SEI Investments 2001 - 2005
Education
Villanova University 2010 — 2012
Master of Science (MSc), Counselor Education/School Counseling and Guidance Services
Lehigh University - College of Business and Economics 1997 — 2001
NHS Human Services August 2012 - Present
Aberdeen Asset Management November 2007 - August 2010
Cooke & Bieler 2005 - 2007
SEI Investments 2001 - 2005
SEI Investments 2001 - 2005
Education
Villanova University 2010 — 2012
Master of Science (MSc), Counselor Education/School Counseling and Guidance Services
Lehigh University - College of Business and Economics 1997 — 2001
Craig Rife's SEI Investments Experience September 2001 - September 2004
Job Sr. Relationship Manager, Sales, Customer Success Manager, Advent Software
Industry Computer Software
Experience
Advent Software February 2012 - Present
Museum Club September 2004 - February 2012
SEI Investments September 2001 - September 2004
SEI Investments July 1991 - September 2001
Delaware Investments January 1988 - July 1991
Skills
Sales, Business Relationship..., Financial Services, Investments, Private Equity, Hedge Funds, Alternative Investments, Mutual Funds, Investment Management, Financial Analysis, Fund Administration, Fund Accounting, Prime Brokerage, Marketing, Client Relations, Client Development, Relationship Management, Problem Solving, Financial Software..., Asset Management, saas, Enterprise Software, Cloud Applications, computer software
Education
La Salle University
BS, Finance
New York University
Masters of Science, Real Estate Investment and Finance, 3.84 GPA
Advent Software February 2012 - Present
Museum Club September 2004 - February 2012
SEI Investments September 2001 - September 2004
SEI Investments July 1991 - September 2001
Delaware Investments January 1988 - July 1991
Skills
Sales, Business Relationship..., Financial Services, Investments, Private Equity, Hedge Funds, Alternative Investments, Mutual Funds, Investment Management, Financial Analysis, Fund Administration, Fund Accounting, Prime Brokerage, Marketing, Client Relations, Client Development, Relationship Management, Problem Solving, Financial Software..., Asset Management, saas, Enterprise Software, Cloud Applications, computer software
Education
La Salle University
BS, Finance
New York University
Masters of Science, Real Estate Investment and Finance, 3.84 GPA
Michael Niedzwiecki's SEI Investments Experience 1996 - 1999
Job Bursar within the Student Financial Services Group at Monroe College, New Rochelle, NY
Industry Higher Education
Experience
Monroe College July 2009 - Present
Bank of America May 2003 - July 2009
CFG Capital LLC January 2000 - May 2003
SEI Investments 1996 - 1999
Citicorp 1988 - 1995
Credit Suisse 1985 - 1988
Skills
Finance, Banking, Portfolio Management, Mergers & Acquisitions, CRM, Leadership, Investments, Management, Start-ups, Financial Services, Credit, Process Improvement, Cross-functional Team..., Capital Markets, Marketing, New Business Development, Cash Management, Program Management, Sales, Accounting
Education
Iona College 1970 — 1975
BBA/MBA, Finance and Economics
Monroe College July 2009 - Present
Bank of America May 2003 - July 2009
CFG Capital LLC January 2000 - May 2003
SEI Investments 1996 - 1999
Citicorp 1988 - 1995
Credit Suisse 1985 - 1988
Skills
Finance, Banking, Portfolio Management, Mergers & Acquisitions, CRM, Leadership, Investments, Management, Start-ups, Financial Services, Credit, Process Improvement, Cross-functional Team..., Capital Markets, Marketing, New Business Development, Cash Management, Program Management, Sales, Accounting
Education
Iona College 1970 — 1975
BBA/MBA, Finance and Economics
Dana Molaver's SEI Investments Experience September 1996 - September 1997
Job Director Global Change Management at Affinion Group
Industry Internet
Experience
Affinion Group July 2013 - Present
Affinion Group July 2012 - June 2013
Affinion Group August 2011 - June 2012
Webloyalty.com July 2002 - July 2011
Thomson Financial November 2001 - July 2002
Innovative Internet Marketing Solutions September 1999 - June 2001
GE September 1997 - September 1999
SEI Investments September 1996 - September 1997
SEI Investments July 1995 - September 1996
Skills
Technology Management, Project Management, Product Management, Business Analysis, SDLC, E-commerce, Software Project..., Vendor Management, Program Management, Integration, Cross-functional Team..., Mobile Internet, Project Coordination, Business Process, SQL, Quality Assurance, Management, Software Documentation, Leadership, Requirements Gathering, IT Management, Requirements Analysis, Software Development, IT Strategy, Business Intelligence, SharePoint, Project Portfolio..., Scrum, Agile Methodologies, ITIL, Visio, Information Technology, Process Improvement, Analytics, Strategy
Education
Lehigh University 1991 — 1995
BS, Computer Science
Affinion Group July 2013 - Present
Affinion Group July 2012 - June 2013
Affinion Group August 2011 - June 2012
Webloyalty.com July 2002 - July 2011
Thomson Financial November 2001 - July 2002
Innovative Internet Marketing Solutions September 1999 - June 2001
GE September 1997 - September 1999
SEI Investments September 1996 - September 1997
SEI Investments July 1995 - September 1996
Skills
Technology Management, Project Management, Product Management, Business Analysis, SDLC, E-commerce, Software Project..., Vendor Management, Program Management, Integration, Cross-functional Team..., Mobile Internet, Project Coordination, Business Process, SQL, Quality Assurance, Management, Software Documentation, Leadership, Requirements Gathering, IT Management, Requirements Analysis, Software Development, IT Strategy, Business Intelligence, SharePoint, Project Portfolio..., Scrum, Agile Methodologies, ITIL, Visio, Information Technology, Process Improvement, Analytics, Strategy
Education
Lehigh University 1991 — 1995
BS, Computer Science
Brian Faux's SEI Investments Experience Sr. Database AdministratorSEI Global Services1986 - Present
Job SR. Database Administrator at SEI Investments
Industry Financial Services
Experience
SEI Investments Sr. Database AdministratorSEI Global Services1986 - Present
Education
La Salle University
SEI Investments Sr. Database AdministratorSEI Global Services1986 - Present
Education
La Salle University
Dustin Phipps's SEI Investments Experience January 2005 - Present
Job Risk Management Specialist
Industry Financial Services
Experience
SEI Investments January 2005 - Present
Education
James Madison University 2000 — 2003
SEI Investments January 2005 - Present
Education
James Madison University 2000 — 2003
Brian Fitzsimmons's SEI Investments Experience September 2008 - March 2011
Job Regional Consultant at Highland Capital Management, L.P.
Industry Financial Services
Experience
Highland Capital Management, L.P. January 2014 - Present
SEI August 2013 - January 2014
SEI April 2011 - October 2013
SEI Investments September 2008 - March 2011
Citizens Bank March 2006 - September 2008
Philadelphia Management June 2003 - May 2005
Skills
Mutual Funds, Bloomberg, Series 7, Investments, Series 63, Microsoft CRM, Salesforce.com, Customer Service, Consumer Lending, Small Business Lending, Sales, Financial Analysis, Fixed Income, Alternative Investments
Education
La Salle University 2010 — 2012
MBA, Finance
Temple University - Fox School of Business and Management 2001 — 2006
Bachelor of Business Administration (B.B.A.), Economics
Highland Capital Management, L.P. January 2014 - Present
SEI August 2013 - January 2014
SEI April 2011 - October 2013
SEI Investments September 2008 - March 2011
Citizens Bank March 2006 - September 2008
Philadelphia Management June 2003 - May 2005
Skills
Mutual Funds, Bloomberg, Series 7, Investments, Series 63, Microsoft CRM, Salesforce.com, Customer Service, Consumer Lending, Small Business Lending, Sales, Financial Analysis, Fixed Income, Alternative Investments
Education
La Salle University 2010 — 2012
MBA, Finance
Temple University - Fox School of Business and Management 2001 — 2006
Bachelor of Business Administration (B.B.A.), Economics
Hunter Bretschneider's SEI Investments Experience October 2007 - December 2007
Job Manager, Financial Planning & Analysis at GENEX Services, LLC
Industry Business Supplies and Equipment
Experience
GENEX Services, LLC August 2015 - Present
Ricoh Americas Corporation April 2014 - August 2015
Ricoh Americas Corporation June 2011 - April 2014
IKON Office Solutions (A Ricoh Company) December 2007 - June 2011
SEI Investments October 2007 - December 2007
Lockheed Martin Information Technology July 2006 - August 2006
Education
Lebanon Valley College 2003 — 2007
BA & BS, Economics, Business Administration
GENEX Services, LLC August 2015 - Present
Ricoh Americas Corporation April 2014 - August 2015
Ricoh Americas Corporation June 2011 - April 2014
IKON Office Solutions (A Ricoh Company) December 2007 - June 2011
SEI Investments October 2007 - December 2007
Lockheed Martin Information Technology July 2006 - August 2006
Education
Lebanon Valley College 2003 — 2007
BA & BS, Economics, Business Administration
Kim Equi's SEI Investments Experience October 2008 - November 2011
Job Human Resource Manager at Lowes Corporation
Industry Financial Services
Experience
Lowes Corporation August 2013 - Present
SEI October 2011 - May 2013
SEI Investments October 2008 - November 2011
SEI Investment Distribution Co August 2008 - October 2011
SEI November 2006 - August 2008
Skills
Mutual Funds, Finance, Series 63, Financial Markets, FINRA, Securities, Financial Services, Investments, Wealth Management, Alternative Investments, Asset Management, Series 7, Hedge Funds, Asset Allocation, Equities, Portfolio Management, Fixed Income, Bloomberg, Relationship Management, Banking, Interviews, Investment Management, 401k, Corporate Actions
Education
Kutztown University of Pennsylvania 1986 — 1990
Bachelor of Fine Arts (BFA)
Lowes Corporation August 2013 - Present
SEI October 2011 - May 2013
SEI Investments October 2008 - November 2011
SEI Investment Distribution Co August 2008 - October 2011
SEI November 2006 - August 2008
Skills
Mutual Funds, Finance, Series 63, Financial Markets, FINRA, Securities, Financial Services, Investments, Wealth Management, Alternative Investments, Asset Management, Series 7, Hedge Funds, Asset Allocation, Equities, Portfolio Management, Fixed Income, Bloomberg, Relationship Management, Banking, Interviews, Investment Management, 401k, Corporate Actions
Education
Kutztown University of Pennsylvania 1986 — 1990
Bachelor of Fine Arts (BFA)
k troy wolfskill's SEI Investments Experience August 2011 - October 2014
Job Configuration Management at SEI
Industry Computer Software
Experience
SEI October 2014 - Present
SEI August 2013 - October 2014
SEI Investments August 2011 - October 2014
SEI Investments October 2008 - August 2011
SEI Investments August 2007 - October 2008
Skills
Client Service, MS Office tools, SQL Server, Investment Performance, Business Analysis, Equities, Risk Management, Training, Microsoft Excel, Visio, Fixed Income, Wealth Management, PowerPoint, SQL, Back Office, Access, SDLC, Operational Risk, MS Project
Education
Indiana University of PA 1992 — 2007
BS, Psychology
Indiana University of Pennsylvania 1992 — 1997
Bachelor of Science, Psychology
SEI October 2014 - Present
SEI August 2013 - October 2014
SEI Investments August 2011 - October 2014
SEI Investments October 2008 - August 2011
SEI Investments August 2007 - October 2008
Skills
Client Service, MS Office tools, SQL Server, Investment Performance, Business Analysis, Equities, Risk Management, Training, Microsoft Excel, Visio, Fixed Income, Wealth Management, PowerPoint, SQL, Back Office, Access, SDLC, Operational Risk, MS Project
Education
Indiana University of PA 1992 — 2007
BS, Psychology
Indiana University of Pennsylvania 1992 — 1997
Bachelor of Science, Psychology
Frank Kugler's SEI Investments Experience February 2007 - July 2011
Job Sr. Associate Quantitative & Investment Analyst at AMG Funds
Industry Financial Services
Experience
AMG Funds July 2011 - Present
SEI Investments February 2007 - July 2011
Skills
Series 7, Mutual Funds, Investments
Education
La Salle University 2008 — 2011
MBA, Finance
Shippensburg University of Pennsylvania 2002 — 2006
BSBA, Finance
AMG Funds July 2011 - Present
SEI Investments February 2007 - July 2011
Skills
Series 7, Mutual Funds, Investments
Education
La Salle University 2008 — 2011
MBA, Finance
Shippensburg University of Pennsylvania 2002 — 2006
BSBA, Finance
Kate (Hetzel) Abercrombie's SEI Investments Experience November 2004 - July 2010
Job Product Manager at SEI
Industry Financial Services
Experience
SEI January 2013 - Present
SEI July 2011 - December 2012
SEI July 2010 - July 2011
SEI Investments November 2004 - July 2010
ING U.S. November 2003 - November 2004
Vanguard 1999 - 2003
Vanguard January 1996 - May 1999
Vanguard May 1995 - January 1996
Skills
Financial Services, Business Analysis, SDLC, Mutual Funds, Business Requirements, Requirements Gathering, Portfolio Management, Asset Management, Corporate Actions, Fixed Income, Back Office, Securities, Wealth Management, Global Custody, Business Process..., Trading, Process Improvement, Business Process..., Requirements Analysis, Asset Allocation, Business Process, Bonds, Business Process Design, Banking, Software Project..., Agile Methodologies, Strategy, Equities, Project Management, Product Management, Investments, Visio, Change Management, Analysis, Derivatives, Agile Project Management
Education
Saint Joseph's University - Erivan K. Haub School of Business 1997 — 1999
MBA, Specialization in Portfolio Management
King's College 1991 — 1995
BS, Finance
SEI January 2013 - Present
SEI July 2011 - December 2012
SEI July 2010 - July 2011
SEI Investments November 2004 - July 2010
ING U.S. November 2003 - November 2004
Vanguard 1999 - 2003
Vanguard January 1996 - May 1999
Vanguard May 1995 - January 1996
Skills
Financial Services, Business Analysis, SDLC, Mutual Funds, Business Requirements, Requirements Gathering, Portfolio Management, Asset Management, Corporate Actions, Fixed Income, Back Office, Securities, Wealth Management, Global Custody, Business Process..., Trading, Process Improvement, Business Process..., Requirements Analysis, Asset Allocation, Business Process, Bonds, Business Process Design, Banking, Software Project..., Agile Methodologies, Strategy, Equities, Project Management, Product Management, Investments, Visio, Change Management, Analysis, Derivatives, Agile Project Management
Education
Saint Joseph's University - Erivan K. Haub School of Business 1997 — 1999
MBA, Specialization in Portfolio Management
King's College 1991 — 1995
BS, Finance
Shahid Bakshi's SEI Investments Experience September 2008 - Present
Job Business Solutions Specialist Banking & Financial services
Industry Information Technology and Services
Experience
NIIT Technologies Limited October 2014 - Present
NIIT Technologies Limited September 2013 - Present
SEI Investments September 2008 - Present
Niit Technologies November 2006 - Present
Skills
Business Analysis, Team Management, Requirements Analysis, Business Development, Business Process..., Business Strategy, Management, PL/SQL, SQL, Oracle, Strategy, Requirements Gathering, Team Leadership, Portfolio Management, SDLC, Business Requirements, Software Project..., Software Development, Capital Markets, Functional Testing, Analysis, Project Management, Agile Methodologies, Business Process, Process Improvement
Education
Jamia Hamdard 2003 — 2005
MBA, Marketing
ICSC 1999 — 2002
BBA, Business Administration and Management, General
NIIT Technologies Limited October 2014 - Present
NIIT Technologies Limited September 2013 - Present
SEI Investments September 2008 - Present
Niit Technologies November 2006 - Present
Skills
Business Analysis, Team Management, Requirements Analysis, Business Development, Business Process..., Business Strategy, Management, PL/SQL, SQL, Oracle, Strategy, Requirements Gathering, Team Leadership, Portfolio Management, SDLC, Business Requirements, Software Project..., Software Development, Capital Markets, Functional Testing, Analysis, Project Management, Agile Methodologies, Business Process, Process Improvement
Education
Jamia Hamdard 2003 — 2005
MBA, Marketing
ICSC 1999 — 2002
BBA, Business Administration and Management, General
Virginia Macias's SEI Investments Experience July 1990 - December 1995
Job Sales
Industry Hospitality
Experience
The Biltmore Company November 2012 - Present
LIM Advisors January 2008 - July 2012
UBS Investment Bank September 1998 - May 2007
Callan Associates January 1996 - September 1998
SEI Investments July 1990 - December 1995
Skills
Hedge Funds
Education
LIU Post
BS, Finance, Economics
The Biltmore Company November 2012 - Present
LIM Advisors January 2008 - July 2012
UBS Investment Bank September 1998 - May 2007
Callan Associates January 1996 - September 1998
SEI Investments July 1990 - December 1995
Skills
Hedge Funds
Education
LIU Post
BS, Finance, Economics
Ludmila Chwazik's SEI Investments Experience 2006 - 2009
Job VP, Legal and Compliance at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman June 2014 - Present
APG Asset Management US Inc. January 2010 - June 2014
SEI Investments 2006 - 2009
Stark & Stark 2005 - 2006
US Securities and Exchange Commission 1999 - 2004
Lipper Analytical Services 1994 - 1996
Standard & Poor's 1989 - 1994
Skills
Securities, Securities Regulation, Corporate Governance, Investments, Risk Management, Mutual Funds, FINRA
Education
University of Colorado School of Law 1995 — 1998
Doctor of Law (J.D.), Accounting
La Sierra University 1980 — 1984
B.S., Accounting
Neuberger Berman June 2014 - Present
APG Asset Management US Inc. January 2010 - June 2014
SEI Investments 2006 - 2009
Stark & Stark 2005 - 2006
US Securities and Exchange Commission 1999 - 2004
Lipper Analytical Services 1994 - 1996
Standard & Poor's 1989 - 1994
Skills
Securities, Securities Regulation, Corporate Governance, Investments, Risk Management, Mutual Funds, FINRA
Education
University of Colorado School of Law 1995 — 1998
Doctor of Law (J.D.), Accounting
La Sierra University 1980 — 1984
B.S., Accounting
Manu Yadav's SEI Investments Experience 2006 - Present
Job Business Analyst
Industry Computer Software
Experience
SEI Investments 2006 - Present
Tata Consultancy Services March 2001 - Present
Skills
SDLC, Business Analysis, Requirements Analysis, Software Project..., Requirements Gathering, Program Management, Testing, Business Requirements, Pre-sales, PL/SQL, Vendor Management, SQL
Education
CFA Institue 2009 — 2011
Level 2 Pass, Investment Banking
Kurukshetra University 1996 — 2000
Bachelor of Technology, Instrumentation
SEI Investments 2006 - Present
Tata Consultancy Services March 2001 - Present
Skills
SDLC, Business Analysis, Requirements Analysis, Software Project..., Requirements Gathering, Program Management, Testing, Business Requirements, Pre-sales, PL/SQL, Vendor Management, SQL
Education
CFA Institue 2009 — 2011
Level 2 Pass, Investment Banking
Kurukshetra University 1996 — 2000
Bachelor of Technology, Instrumentation
Tamara McManus (formerly Stanickyj)'s SEI Investments Experience November 2001 - June 2011
Job Trust Officer at SEI
Industry Financial Services
Experience
SEI November 2001 - Present
SEI Investments November 2001 - June 2011
Raymond James & Assoc. (Bala Cynwyd) 1999 - 2001
Skills
Mutual Funds, Securities, Investments, Financial Services, Equities
Education
Saint Joseph's University 2004 — 2006
MBA
La Salle University
B.S., Finance
SEI November 2001 - Present
SEI Investments November 2001 - June 2011
Raymond James & Assoc. (Bala Cynwyd) 1999 - 2001
Skills
Mutual Funds, Securities, Investments, Financial Services, Equities
Education
Saint Joseph's University 2004 — 2006
MBA
La Salle University
B.S., Finance
Karen Romano's SEI Investments Experience December 1997 - Present
Job Facilities Manager at SEI Investments
Industry Facilities Services
Experience
SEI Investments December 1997 - Present
Today's Systems June 1996 - December 1997
IKEA September 1992 - June 1996
Skills
Asset Managment, Asset Management, Financial Services, Management
Education
Indiana University of Pennsylvania 1988 — 1992
BS, Interior Design, Art, Business
SEI Investments December 1997 - Present
Today's Systems June 1996 - December 1997
IKEA September 1992 - June 1996
Skills
Asset Managment, Asset Management, Financial Services, Management
Education
Indiana University of Pennsylvania 1988 — 1992
BS, Interior Design, Art, Business
Christine Iannacone, CIPM's SEI Investments Experience 1991 - 1994
Job Vice President at Goldman Sachs, Performance Measurement and Analytics
Industry Investment Management
Experience
Goldman Sachs & Co 1994 - Present
SEI Investments 1991 - 1994
Skills
Asset Managment, Hedge Funds, Fixed Income, Bloomberg, Alternative Investments, Performance Measurement, Asset Allocation, Asset Management, Capital Markets, Derivatives, Equities, Financial Markets, Fund Of Funds, Investment Banking, Investment Management, Middle Office, Portfolio Management, Private Equity, Securities
Education
La Salle University
MBA, Finance
Penn State University 1987 — 1991
BS, Economics
Goldman Sachs & Co 1994 - Present
SEI Investments 1991 - 1994
Skills
Asset Managment, Hedge Funds, Fixed Income, Bloomberg, Alternative Investments, Performance Measurement, Asset Allocation, Asset Management, Capital Markets, Derivatives, Equities, Financial Markets, Fund Of Funds, Investment Banking, Investment Management, Middle Office, Portfolio Management, Private Equity, Securities
Education
La Salle University
MBA, Finance
Penn State University 1987 — 1991
BS, Economics
Astrid Rau's SEI Investments Experience May 2002 - Present
Job Senior Service Director, SEI Investments
Industry Financial Services
Experience
SEI Investments May 2002 - Present
PNC Financial Services 1983 - 2002
Skills
Asset Allocation, Alternative Investments, Investments, Equities, Series 7, Portfolio Management, Mutual Funds, Customer Service
Education
La Salle University - School of Business Administration 1980 — 1983
BS, Finance - International Studies
La Salle University
SEI Investments May 2002 - Present
PNC Financial Services 1983 - 2002
Skills
Asset Allocation, Alternative Investments, Investments, Equities, Series 7, Portfolio Management, Mutual Funds, Customer Service
Education
La Salle University - School of Business Administration 1980 — 1983
BS, Finance - International Studies
La Salle University
Kristopher Musselman's SEI Investments Experience August 2011 - June 2012
Job Associate, Global Fund Services at BlackRock
Industry Financial Services
Experience
BlackRock February 2015 - Present
The Citco Group of Companies June 2014 - February 2015
The Citco Group of Companies September 2014 - December 2014
Citco Fund Services June 2012 - June 2014
SEI Investments August 2011 - June 2012
SEI Investments June 2008 - November 2011
Mises University at Auburn University 2009 - 2009
Skills
Fixed Income, Hedge Funds, Securities, Funding, Derivatives, Financial Accounting, Account Reconciliation, Project Coordination, Predictive Modeling, Financial Modeling, Financial Analysis, Business Analysis, Analysis, Economics, Alternative Investments, Mutual Funds, Private Equity, Fund Accounting, Bloomberg Terminal
Education
Pennsylvania State University-Great Valley Graduate Center 2011 — 2014
M.S., Finance
Saint Joseph's University - Erivan K. Haub School of Business 2008 — 2011
MBA, Finance
Lebanon Valley College 2004 — 2008
B.S., Accounting and Business Administration
BlackRock February 2015 - Present
The Citco Group of Companies June 2014 - February 2015
The Citco Group of Companies September 2014 - December 2014
Citco Fund Services June 2012 - June 2014
SEI Investments August 2011 - June 2012
SEI Investments June 2008 - November 2011
Mises University at Auburn University 2009 - 2009
Skills
Fixed Income, Hedge Funds, Securities, Funding, Derivatives, Financial Accounting, Account Reconciliation, Project Coordination, Predictive Modeling, Financial Modeling, Financial Analysis, Business Analysis, Analysis, Economics, Alternative Investments, Mutual Funds, Private Equity, Fund Accounting, Bloomberg Terminal
Education
Pennsylvania State University-Great Valley Graduate Center 2011 — 2014
M.S., Finance
Saint Joseph's University - Erivan K. Haub School of Business 2008 — 2011
MBA, Finance
Lebanon Valley College 2004 — 2008
B.S., Accounting and Business Administration
Sanjay Deopare's SEI Investments Experience 2004 - 2005
Job Vice President at Barclays Capital
Industry Investment Banking
Experience
Barclays Capital September 2008 - Present
Lehman Brothers February 2005 - September 2008
SEI Investments 2004 - 2005
Deutsche Bank May 2003 - August 2004
Parametric Technology Corporation April 1996 - July 1999
GTRE, Defence Research & Development Organization July 1988 - March 1996
Skills
Trading, Trading Systems, Electronic Trading, Management, Architectures, Financial Services, SDLC, Software Development, Fixed Income, Credit Derivatives, Derivatives, Spring, Sybase, Credit, Equities, Distributed Systems, Capital Markets, Business Analysis, SOA, Risk Management, Options, Commercial Paper, Unix, Architecture, Low Latency, Equity Derivatives, FX Options, Enterprise Architecture, Market Data, Software Project..., Agile Methodologies, Solution Architecture, Investment Banking, Interest Rate...
Education
Indian Institute of Technology, Bombay 1985 — 1987
M. Tech., Aeronautical Engineering
Visvesvaraya National Institute of Technology 1981 — 1985
B.E., Mechanical Engineering
Barclays Capital September 2008 - Present
Lehman Brothers February 2005 - September 2008
SEI Investments 2004 - 2005
Deutsche Bank May 2003 - August 2004
Parametric Technology Corporation April 1996 - July 1999
GTRE, Defence Research & Development Organization July 1988 - March 1996
Skills
Trading, Trading Systems, Electronic Trading, Management, Architectures, Financial Services, SDLC, Software Development, Fixed Income, Credit Derivatives, Derivatives, Spring, Sybase, Credit, Equities, Distributed Systems, Capital Markets, Business Analysis, SOA, Risk Management, Options, Commercial Paper, Unix, Architecture, Low Latency, Equity Derivatives, FX Options, Enterprise Architecture, Market Data, Software Project..., Agile Methodologies, Solution Architecture, Investment Banking, Interest Rate...
Education
Indian Institute of Technology, Bombay 1985 — 1987
M. Tech., Aeronautical Engineering
Visvesvaraya National Institute of Technology 1981 — 1985
B.E., Mechanical Engineering
Kyle Daniels, MBA's SEI Investments Experience August 1997 - August 2006
Job Senior Staff Accountant at Towers Perrin
Industry Management Consulting
Experience
Towers Perrin October 2008 - May 2012
SEI Investments August 1997 - August 2006
Skills
Financial Analysis, Banking, Microsoft Excel, Process Improvement, Strategic Planning, Microsoft Office, PowerPoint, Leadership, Portfolio Management, Training, Customer Service, Financial Reporting, Research, Nonprofits, Team Building, Team Leadership, Accounting, Analysis, Program Management
Education
Norwich University 2011 — 2013
Master of Business Administration, General Administration
Johnson C. Smith University - JCSU 1985 — 1989
BS, Accounting
Towers Perrin October 2008 - May 2012
SEI Investments August 1997 - August 2006
Skills
Financial Analysis, Banking, Microsoft Excel, Process Improvement, Strategic Planning, Microsoft Office, PowerPoint, Leadership, Portfolio Management, Training, Customer Service, Financial Reporting, Research, Nonprofits, Team Building, Team Leadership, Accounting, Analysis, Program Management
Education
Norwich University 2011 — 2013
Master of Business Administration, General Administration
Johnson C. Smith University - JCSU 1985 — 1989
BS, Accounting
Sandra M. Ackermann-Schaufler, CFA's SEI Investments Experience August 2009 - Present
Job Head of International and Emerging Markets Equity & Senior Portfoliomanager at SEI Investments
Industry Financial Services
Experience
SEI Investments August 2009 - Present
Merrill Lynch July 2007 - August 2009
Deutsche Asset Management 2004 - 2006
HypoVereinsbank/Bank Austria 2001 - 2003
Education
Leopold-Franzens Universität Innsbruck 1990 — 1995
Masters, Internatioanl Economic Sciences
SEI Investments August 2009 - Present
Merrill Lynch July 2007 - August 2009
Deutsche Asset Management 2004 - 2006
HypoVereinsbank/Bank Austria 2001 - 2003
Education
Leopold-Franzens Universität Innsbruck 1990 — 1995
Masters, Internatioanl Economic Sciences
Christopher Dilbeck's SEI Investments Experience 2008 - Present
Job Service Manager at SEI Investments
Industry Financial Services
Experience
SEI Investments 2008 - Present
SEI Investments 2006 - 2007
SEI Investments 2004 - 2006
SEI Investments 2001 - 2004
SEI Investments 2000 - 2001
SEI Investments 1998 - 2000
SEI Investments 1997 - 1998
CoreStates Asset Management, Mutual Funds January 1995 - January 1996
Meridian Asset Management, Tax Group January 1993 - January 1995
Skills
Asset Managment, Securities, Project Management, Account Reconciliation, Hedge Funds, Mutual Funds, Investments, Financial Services, Accounting, Relationship Management, Financial Risk, Portfolio Management, Management, Fixed Income, Wealth Management, Banking, Strategy, Bloomberg, Back Office, Cash Management, Trading, Asset Management, Leadership, Series 7, Asset Allocation, Equities, CRM, Training, Vendor Management, Derivatives
Education
Kutztown University of Pennsylvania 1990 — 1993
BS, Business Administration, Accounting
SEI Investments 2008 - Present
SEI Investments 2006 - 2007
SEI Investments 2004 - 2006
SEI Investments 2001 - 2004
SEI Investments 2000 - 2001
SEI Investments 1998 - 2000
SEI Investments 1997 - 1998
CoreStates Asset Management, Mutual Funds January 1995 - January 1996
Meridian Asset Management, Tax Group January 1993 - January 1995
Skills
Asset Managment, Securities, Project Management, Account Reconciliation, Hedge Funds, Mutual Funds, Investments, Financial Services, Accounting, Relationship Management, Financial Risk, Portfolio Management, Management, Fixed Income, Wealth Management, Banking, Strategy, Bloomberg, Back Office, Cash Management, Trading, Asset Management, Leadership, Series 7, Asset Allocation, Equities, CRM, Training, Vendor Management, Derivatives
Education
Kutztown University of Pennsylvania 1990 — 1993
BS, Business Administration, Accounting
Pamela Parsons-Donovan's SEI Investments Experience March 1997 - February 2009
Job Operations Manager at Girard Partners
Industry Financial Services
Experience
Girard Partners, Ltd September 2010 - Present
Harleysville National Bank 2009 - 2010
SEI Investments March 1997 - February 2009
Legg Mason 1989 - 1997
Skills
Mutual Funds, Financial Services, Relationship Management, Banking, CRM, Management, Team Building, Back Office, Business Analysis, Cash Management
Education
Kutztown University of Pennsylvania 1981 — 1986
BS, Business Administration/Marketing
Girard Partners, Ltd September 2010 - Present
Harleysville National Bank 2009 - 2010
SEI Investments March 1997 - February 2009
Legg Mason 1989 - 1997
Skills
Mutual Funds, Financial Services, Relationship Management, Banking, CRM, Management, Team Building, Back Office, Business Analysis, Cash Management
Education
Kutztown University of Pennsylvania 1981 — 1986
BS, Business Administration/Marketing
Jason McGhin's SEI Investments Experience October 2005 - Present
Job Manager of Trading and Operations at SEI Investments
Industry Financial Services
Experience
SEI Investments October 2005 - Present
GPLOA 2003 - Present
Skills
ETFs, Trading, Series 7, Equities, Fixed Income, Investments, Securities, Alternative Investments, Hedge Funds, Mutual Funds, Bloomberg, Asset Management, FINRA
Education
Kutztown University of Pennsylvania 1993 — 1997
BS, Business Administration
Bishop Shanahan High School 1989 — 1993
SEI Investments October 2005 - Present
GPLOA 2003 - Present
Skills
ETFs, Trading, Series 7, Equities, Fixed Income, Investments, Securities, Alternative Investments, Hedge Funds, Mutual Funds, Bloomberg, Asset Management, FINRA
Education
Kutztown University of Pennsylvania 1993 — 1997
BS, Business Administration
Bishop Shanahan High School 1989 — 1993
Kelly Manbeck's SEI Investments Experience December 2009 - Present
Job Facilities Adminsitrator / Purchasing Assistant at SEI Investments
Industry Banking
Experience
SEI Investments December 2009 - Present
SEI Investments October 2006 - December 2009
Skills
Process Improvement
Education
Kutztown University of Pennsylvania 1998 — 2002
B.S.B.A, International Business
SEI Investments December 2009 - Present
SEI Investments October 2006 - December 2009
Skills
Process Improvement
Education
Kutztown University of Pennsylvania 1998 — 2002
B.S.B.A, International Business
Mindy Saks's SEI Investments Experience October 2005 - October 2008
Job
Industry Accounting
Experience
ARAMARK August 2013 - Present
ARAMARK April 2013 - August 2013
ARAMARK April 2011 - April 2013
Catalent Pharma Solutions August 2010 - January 2011
SEI Investments October 2005 - October 2008
SEI Investments March 2004 - October 2005
Skills
Auditing, Accounts Payable, Accounts Receivable, Sarbanes-Oxley Act, Account Reconciliation, Microsoft Office, Invoicing, Financial Statements, Payroll
Education
Kutztown University of Pennsylvania 1998 — 2003
B.S., Mathematics
ARAMARK August 2013 - Present
ARAMARK April 2013 - August 2013
ARAMARK April 2011 - April 2013
Catalent Pharma Solutions August 2010 - January 2011
SEI Investments October 2005 - October 2008
SEI Investments March 2004 - October 2005
Skills
Auditing, Accounts Payable, Accounts Receivable, Sarbanes-Oxley Act, Account Reconciliation, Microsoft Office, Invoicing, Financial Statements, Payroll
Education
Kutztown University of Pennsylvania 1998 — 2003
B.S., Mathematics
Christopher Galli's SEI Investments Experience August 2005 - August 2007
Job Vice President CIB Agency Lending at J.P. Morgan
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. October 2014 - Present
J.P. Morgan September 2011 - January 2014
BNP Paribas August 2006 - September 2011
SEI Investments August 2005 - August 2007
Skills
Domestic Operations, International Operations, Corporate Actions, Mergers & Acquisitions, Equities, Securities, Dividends, Optional Dividends, Agency Lending, Mutual Fund Settlement, Fixed Income, Bloomberg, Asset Services, DTC, Euroclear, Crest, Asset Management, Banking, Capital Markets, Derivatives, Financial Markets, Financial Services
Education
James Madison University 2002 — 2005
BBA, Finance
JPMorgan Chase Bank, N.A. October 2014 - Present
J.P. Morgan September 2011 - January 2014
BNP Paribas August 2006 - September 2011
SEI Investments August 2005 - August 2007
Skills
Domestic Operations, International Operations, Corporate Actions, Mergers & Acquisitions, Equities, Securities, Dividends, Optional Dividends, Agency Lending, Mutual Fund Settlement, Fixed Income, Bloomberg, Asset Services, DTC, Euroclear, Crest, Asset Management, Banking, Capital Markets, Derivatives, Financial Markets, Financial Services
Education
James Madison University 2002 — 2005
BBA, Finance
Cara Albrand, CFA's SEI Investments Experience 1997 - 1998
Job Senior Director Credit Analysis at ADP
Industry Financial Services
Experience
ADP August 2010 - Present
Aberdeen Asset Management August 2007 - January 2009
BlackRock October 2005 - August 2007
Brandywine Global February 2005 - September 2005
AllianceBernstein October 1998 - January 2005
SEI Investments 1997 - 1998
Skills
Fixed Income, Portfolio Management, Investments, Trading, Bonds, Investment Strategies, Credit, Project Management, Credit Analysis, Asset Management, Economics, Hedge Funds, Bloomberg
Education
Lehigh University - College of Business and Economics 1993 — 1997
BS, Finance
ADP August 2010 - Present
Aberdeen Asset Management August 2007 - January 2009
BlackRock October 2005 - August 2007
Brandywine Global February 2005 - September 2005
AllianceBernstein October 1998 - January 2005
SEI Investments 1997 - 1998
Skills
Fixed Income, Portfolio Management, Investments, Trading, Bonds, Investment Strategies, Credit, Project Management, Credit Analysis, Asset Management, Economics, Hedge Funds, Bloomberg
Education
Lehigh University - College of Business and Economics 1993 — 1997
BS, Finance
Christopher Vella, CFA's SEI Investments Experience September 1993 - January 1999
Job Chief Investment Officer, Multimanager Investments at Northern Trust
Industry Financial Services
Experience
Northern Trust October 2011 - Present
Northern Trust January 2004 - October 2011
Goldman Sachs January 1999 - January 2004
SEI Investments September 1993 - January 1999
Skills
Hedge Funds, Equities, Investment Strategies, Alternative Investments, Investments, Portfolio Management, Asset Allocation, Emerging Markets, Fund Of Funds, Mutual Funds, Commodity, Private Equity, Investment Management, Asset Management, Fixed Income
Education
Lehigh University 1989 — 1993
BS, Finance
Northern Trust October 2011 - Present
Northern Trust January 2004 - October 2011
Goldman Sachs January 1999 - January 2004
SEI Investments September 1993 - January 1999
Skills
Hedge Funds, Equities, Investment Strategies, Alternative Investments, Investments, Portfolio Management, Asset Allocation, Emerging Markets, Fund Of Funds, Mutual Funds, Commodity, Private Equity, Investment Management, Asset Management, Fixed Income
Education
Lehigh University 1989 — 1993
BS, Finance
Gina Panchella's SEI Investments Experience 1992 - 1996
Job Director at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management September 1997 - Present
LTCB-MAS Investment Management, Inc. September 1996 - December 1997
SEI Investments 1992 - 1996
SEI June 1991 - May 1992
Skills
Smart Stream..., Fund Runner, Alternative Investments, Account Reconciliation, Equities, Hedge Funds, Investments, Mutual Funds, Portfolio Management, Fixed Income, Investment Management, Fund Accounting, Private Equity
Education
La Salle University - School of Business Administration 1987 — 1991
B.S., Accounting
Morgan Stanley Investment Management September 1997 - Present
LTCB-MAS Investment Management, Inc. September 1996 - December 1997
SEI Investments 1992 - 1996
SEI June 1991 - May 1992
Skills
Smart Stream..., Fund Runner, Alternative Investments, Account Reconciliation, Equities, Hedge Funds, Investments, Mutual Funds, Portfolio Management, Fixed Income, Investment Management, Fund Accounting, Private Equity
Education
La Salle University - School of Business Administration 1987 — 1991
B.S., Accounting
Tamar Miller's SEI Investments Experience July 2007 - Present
Job Hedge Fund Analyst at SEI Investments
Industry Financial Services
Experience
SEI Investments July 2007 - Present
Skills
Investments, Valuation, Financial Modeling, Financial Analysis, Asset Managment
Education
Lehigh University
BA, Mathematics
SEI Investments July 2007 - Present
Skills
Investments, Valuation, Financial Modeling, Financial Analysis, Asset Managment
Education
Lehigh University
BA, Mathematics
Julia Sorkin, CFP®'s SEI Investments Experience September 2009 - December 2012
Job Client Advisor at Boston Private Wealth LLC
Industry Financial Services
Experience
Boston Private Wealth LLC June 2015 - Present
SEI January 2015 - June 2015
SEI January 2013 - December 2014
SEI Investments September 2009 - December 2012
Cintas June 2008 - August 2008
Education
Villanova University School of Business 2010 — 2013
MBA
Lafayette College 2005 — 2009
BA, Business & Psychology
Temple University Rome 2008 — 2008
Boston Private Wealth LLC June 2015 - Present
SEI January 2015 - June 2015
SEI January 2013 - December 2014
SEI Investments September 2009 - December 2012
Cintas June 2008 - August 2008
Education
Villanova University School of Business 2010 — 2013
MBA
Lafayette College 2005 — 2009
BA, Business & Psychology
Temple University Rome 2008 — 2008
Stephen Dozer's SEI Investments Experience 2010 - November 2012
Job Sr. Operations Specialist at ProShare Advisors, LLC
Industry Accounting
Experience
ProShare Advisors, LLC November 2012 - Present
SEI Investments 2010 - November 2012
Dorney Park & Wildwater Kingdom May 2008 - October 2009
Boy Scouts of America June 2007 - August 2007
Skills
Investments, Portfolio Management, Financial Analysis, Asset Management, Team Leadership, Outsourcing, Data Analysis, Asset Managment, Training, Accounting, Analysis, Mutual Funds, Bloomberg, Financial Services, Fixed Income, Finance
Education
Kutztown University of Pennsylvania 2006 — 2010
BS, Business Admin/Accounting
Kennedy Kenrick 2002 — 2006
ProShare Advisors, LLC November 2012 - Present
SEI Investments 2010 - November 2012
Dorney Park & Wildwater Kingdom May 2008 - October 2009
Boy Scouts of America June 2007 - August 2007
Skills
Investments, Portfolio Management, Financial Analysis, Asset Management, Team Leadership, Outsourcing, Data Analysis, Asset Managment, Training, Accounting, Analysis, Mutual Funds, Bloomberg, Financial Services, Fixed Income, Finance
Education
Kutztown University of Pennsylvania 2006 — 2010
BS, Business Admin/Accounting
Kennedy Kenrick 2002 — 2006
Jennifer (Bednar) Perkins's SEI Investments Experience January 2007 - February 2012
Job Financial Reporting Specialist at SEI
Industry Financial Services
Experience
SEI February 2012 - Present
SEI Investments January 2007 - February 2012
SEI Investments November 2005 - January 2007
Skills
Fund Accounting, Alternative Investments, Fund Of Funds, Financial Reporting, Private Equity, Accounting, Tax Preparation, Financial Analysis
Education
Lebanon Valley College 2000 — 2004
B.S., Accounting and Business Administration
SEI February 2012 - Present
SEI Investments January 2007 - February 2012
SEI Investments November 2005 - January 2007
Skills
Fund Accounting, Alternative Investments, Fund Of Funds, Financial Reporting, Private Equity, Accounting, Tax Preparation, Financial Analysis
Education
Lebanon Valley College 2000 — 2004
B.S., Accounting and Business Administration
Marc Fall's SEI Investments Experience February 2008 - February 2010
Job Accounting Professional
Industry
Experience
SEI Investments February 2008 - February 2010
Education
King's College 2003 — 2007
B.S., Finance
SEI Investments February 2008 - February 2010
Education
King's College 2003 — 2007
B.S., Finance
Jennifer Klass's SEI Investments Experience June 1992 - January 1998
Job Partner at Morgan, Lewis & Bockius LLP
Industry Law Practice
Experience
Morgan, Lewis & Bockius LLP June 2007 - Present
Goldman Sachs May 2004 - April 2007
Morgan, Lewis & Bockius LLP March 1998 - March 2004
SEI Investments June 1992 - January 1998
Skills
Securities, Securities Regulation, Investment Management, Corporate Law
Education
Widener University School of Law 1994 — 1997
J.D., Law
Lehigh University 1988 — 1992
B.A., Government, English
Morgan, Lewis & Bockius LLP June 2007 - Present
Goldman Sachs May 2004 - April 2007
Morgan, Lewis & Bockius LLP March 1998 - March 2004
SEI Investments June 1992 - January 1998
Skills
Securities, Securities Regulation, Investment Management, Corporate Law
Education
Widener University School of Law 1994 — 1997
J.D., Law
Lehigh University 1988 — 1992
B.A., Government, English
Mark Szczech's SEI Investments Experience February 2011 - March 2013
Job Consultant, Mutual Fund Administration at Nationwide Investment Management Group
Industry Financial Services
Experience
Nationwide Investment Management Group March 2013 - Present
SEI Investments February 2011 - March 2013
SEI Investments August 2008 - February 2011
Skills
Mutual Funds, Investments, Equities, Fixed Income, Derivatives, Swaps, Futures, Fund Accounting, Fund Administration, Financial Statements, Financial Audits, Employee Training, Securities, Alternative Investments, Bloomberg, Financial Services, Collective Investment..., Asset Management, Bloomberg Terminal, Cash Management, Account Reconciliation, Financial Accounting, Credit Derivatives, Bonds, Investment Management, Asset Allocation, Financial Reporting, Accounting, Valuation, Management
Education
La Salle University - School of Business Administration 2006 — 2009
Masters of Business Adminstration, General Business
Temple University 1998 — 2002
B.A., Criminal Justice
LaSalle College High School 1994 — 1998
Diploma
Nationwide Investment Management Group March 2013 - Present
SEI Investments February 2011 - March 2013
SEI Investments August 2008 - February 2011
Skills
Mutual Funds, Investments, Equities, Fixed Income, Derivatives, Swaps, Futures, Fund Accounting, Fund Administration, Financial Statements, Financial Audits, Employee Training, Securities, Alternative Investments, Bloomberg, Financial Services, Collective Investment..., Asset Management, Bloomberg Terminal, Cash Management, Account Reconciliation, Financial Accounting, Credit Derivatives, Bonds, Investment Management, Asset Allocation, Financial Reporting, Accounting, Valuation, Management
Education
La Salle University - School of Business Administration 2006 — 2009
Masters of Business Adminstration, General Business
Temple University 1998 — 2002
B.A., Criminal Justice
LaSalle College High School 1994 — 1998
Diploma
Andrew Cliff's SEI Investments Experience November 2013 - September 2015
Job Senior Business Systems Analyst at Frontline Technologies
Industry Financial Services
Experience
Frontline Technologies September 2015 - Present
SEI Investments November 2013 - September 2015
SEI Investments December 2012 - September 2015
SEI Investments September 2007 - December 2012
SEI Investments February 2004 - September 2007
International SOS 1998 - 1998
Skills
Marketing Communications, Project Management, Survey Design, SharePoint, Client Relations Skills, Moxy, Portfolio Management, Client Training, New Client..., Product Management, Business Process..., Vendor Relationships, SQL, Microsoft Dynamics, Writing, Marketing Research, Copy Editing, Web Content Management, Video Production, Microsoft PowerPoint, Responsys Interact, Financial Services, PowerPoint
Education
Liberty University 2014 — 2016
Master of Business Administration (M.B.A.)
Ursinus College 1999 — 2003
BA, Economics/Business
Frontline Technologies September 2015 - Present
SEI Investments November 2013 - September 2015
SEI Investments December 2012 - September 2015
SEI Investments September 2007 - December 2012
SEI Investments February 2004 - September 2007
International SOS 1998 - 1998
Skills
Marketing Communications, Project Management, Survey Design, SharePoint, Client Relations Skills, Moxy, Portfolio Management, Client Training, New Client..., Product Management, Business Process..., Vendor Relationships, SQL, Microsoft Dynamics, Writing, Marketing Research, Copy Editing, Web Content Management, Video Production, Microsoft PowerPoint, Responsys Interact, Financial Services, PowerPoint
Education
Liberty University 2014 — 2016
Master of Business Administration (M.B.A.)
Ursinus College 1999 — 2003
BA, Economics/Business
Nicole Floyd's SEI Investments Experience August 2009 - Present
Job Manager Investment Managers Services at SEI Investments
Industry Financial Services
Experience
SEI Investments August 2009 - Present
SEI Investments August 2007 - August 2009
SEI Investments January 2005 - August 2007
Education
Kutztown University of Pennsylvania 1999 — 2005
BS, Accounting
SEI Investments August 2009 - Present
SEI Investments August 2007 - August 2009
SEI Investments January 2005 - August 2007
Education
Kutztown University of Pennsylvania 1999 — 2005
BS, Accounting
Gregory Stahl's SEI Investments Experience January 2004 - May 2009
Job Chief Investment Officer at Dock Street Capital
Industry Investment Management
Experience
Dock Street Capital May 2009 - Present
SEI Investments January 2004 - May 2009
SEI Investments December 1999 - December 2003
SEI June 1996 - December 1999
SEI April 1994 - June 1996
SEI June 1992 - March 1994
Skills
Asset Allocation, Investments, Alternative Investments, Equities, Hedge Funds
Education
Lehigh University 1988 — 1992
BS, Finance
Dock Street Capital May 2009 - Present
SEI Investments January 2004 - May 2009
SEI Investments December 1999 - December 2003
SEI June 1996 - December 1999
SEI April 1994 - June 1996
SEI June 1992 - March 1994
Skills
Asset Allocation, Investments, Alternative Investments, Equities, Hedge Funds
Education
Lehigh University 1988 — 1992
BS, Finance
John Schoenberger's SEI Investments Experience November 2013 - April 2014
Job Senior Associate at State Street
Industry Financial Services
Experience
State Street April 2014 - Present
SEI Investments November 2013 - April 2014
SEI Investments July 2012 - November 2013
SEI Investments January 2011 - July 2012
Societe Generale July 2010 - December 2010
Skills
Investment Management, Private Equity, InvestOne, Investran, Mutual Funds, Fund Of Funds, Bloomberg, Finance, Financial Analysis, Financial Services, Derivatives, Fund Accounting
Education
Lebanon Valley College 2006 — 2010
B.S., Accounting
State Street April 2014 - Present
SEI Investments November 2013 - April 2014
SEI Investments July 2012 - November 2013
SEI Investments January 2011 - July 2012
Societe Generale July 2010 - December 2010
Skills
Investment Management, Private Equity, InvestOne, Investran, Mutual Funds, Fund Of Funds, Bloomberg, Finance, Financial Analysis, Financial Services, Derivatives, Fund Accounting
Education
Lebanon Valley College 2006 — 2010
B.S., Accounting
Matthew Keehn's SEI Investments Experience December 2011 - January 2012
Job 2L Law Student, W&M Law School
Industry Law Practice
Experience
SEI June 2015 - July 2015
Thorogood Associates July 2012 - June 2014
SEI Investments December 2011 - January 2012
SEI Investments June 2011 - August 2011
Skills
MDX, Performance Point, PowerPivot, QlikView, Business Intelligence, SQL, SSRS, SQL Server Management..., Microsoft Excel, Prezi, Dimensional Modeling, Data Modeling, Data Warehousing, Business Intelligence..., OLAP, PowerPoint, Microsoft Word, Research, Social Media, Analysis, Data Analysis
Education
The College of William and Mary - Marshall Wythe Law School 2014 — 2017
Juris Doctor (J.D.), 1L
Lafayette College 2008 — 2012
BA, Engineering
SEI June 2015 - July 2015
Thorogood Associates July 2012 - June 2014
SEI Investments December 2011 - January 2012
SEI Investments June 2011 - August 2011
Skills
MDX, Performance Point, PowerPivot, QlikView, Business Intelligence, SQL, SSRS, SQL Server Management..., Microsoft Excel, Prezi, Dimensional Modeling, Data Modeling, Data Warehousing, Business Intelligence..., OLAP, PowerPoint, Microsoft Word, Research, Social Media, Analysis, Data Analysis
Education
The College of William and Mary - Marshall Wythe Law School 2014 — 2017
Juris Doctor (J.D.), 1L
Lafayette College 2008 — 2012
BA, Engineering
Kamiel Corbin's SEI Investments Experience October 2006 - Present
Job Legal Services Manager at SEI Investments
Industry Financial Services
Experience
SEI Investments October 2006 - Present
SEI 2011 - 2012
SEI 2011 - 2012
Skills
Mutual Funds, Financial Services, Asset Management, Investments, Securities, Banking, Microsoft Excel, Data Analysis, Customer Service, Microsoft Word, Leadership, Corporate Actions
Education
Lincoln University 2001 — 2005
Bachelor's degree, Political Science and Government
SEI Investments October 2006 - Present
SEI 2011 - 2012
SEI 2011 - 2012
Skills
Mutual Funds, Financial Services, Asset Management, Investments, Securities, Banking, Microsoft Excel, Data Analysis, Customer Service, Microsoft Word, Leadership, Corporate Actions
Education
Lincoln University 2001 — 2005
Bachelor's degree, Political Science and Government
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.