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,
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SEI Investments Employees
Employee
Years
Job
Industry
Lisa Basara Lisa Basara's SEI Investments Experience May 2001 - September 2005
Job Business Analyst, MBA
Industry Retail
Experience
Family Candle Shop April 2013 - Present
Rodale April 2010 - April 2013
QVC June 2008 - April 2010
Essroc Italcementi Group September 2005 - June 2008
SEI Investments May 2001 - September 2005
Skills
Market Analysis, Marketing Strategy, Product Management, Process Improvement, Market Planning, Strategic Planning, Business Analysis, Business Development, Microsoft Excel, PowerPoint, Competitive Analysis, Sales Management, Marketing, Forecasting, Budgets, Business Planning, Analytics, Data Analysis, Microsoft Office, Account Management, Logistics, New Business Development, Inventory Management, Sales, Financial Reporting, Analysis, Leadership, Project Management, Strategy, Customer Service, Team Building, Access
Education
DeSales University
MBA, Business Administration and Management, General
Moravian College 1997 — 2001
Bachelor of Arts (B.A.), Financial Economics
Emmaus High School
Family Candle Shop April 2013 - Present
Rodale April 2010 - April 2013
QVC June 2008 - April 2010
Essroc Italcementi Group September 2005 - June 2008
SEI Investments May 2001 - September 2005
Skills
Market Analysis, Marketing Strategy, Product Management, Process Improvement, Market Planning, Strategic Planning, Business Analysis, Business Development, Microsoft Excel, PowerPoint, Competitive Analysis, Sales Management, Marketing, Forecasting, Budgets, Business Planning, Analytics, Data Analysis, Microsoft Office, Account Management, Logistics, New Business Development, Inventory Management, Sales, Financial Reporting, Analysis, Leadership, Project Management, Strategy, Customer Service, Team Building, Access
Education
DeSales University
MBA, Business Administration and Management, General
Moravian College 1997 — 2001
Bachelor of Arts (B.A.), Financial Economics
Emmaus High School
Brad Schubert Brad Schubert's SEI Investments Experience May 2014 - August 2014
Job Student at Penn State University
Industry Financial Services
Experience
SEI Investments May 2014 - August 2014
SEI Investments June 2013 - August 2013
Education
Penn State University 2011 — 2015
Bachelor of Science (BS), Finance and Economics
SEI Investments May 2014 - August 2014
SEI Investments June 2013 - August 2013
Education
Penn State University 2011 — 2015
Bachelor of Science (BS), Finance and Economics
Amanda Tralies Amanda Tralies's SEI Investments Experience January 2011 - March 2011
Job La Salle University Student
Industry Financial Services
Experience
BBD, LLP July 2015 - Present
PwC September 2014 - July 2015
La Salle University August 2013 - August 2014
3rd Fed Bank January 2013 - May 2013
N.A. Falcone & Associates, Inc. October 2012 - December 2012
Prudential Financial March 2011 - October 2012
SEI Investments January 2011 - March 2011
Skills
Financial Analysis, Financial Reporting, Training, Outlook, Sales, Budgets, Insurance, Public Speaking, PeopleSoft, Employee Benefits, Microsoft Office, Accounts Receivable, Mutual Funds, Call Centers, Customer Service, Financial Services, Microsoft Excel, Financial Modeling, Invoicing, Series 7, Accounting, Finance, Loans, Risk Management
Education
La Salle University 2013 — 2014
Master of Business Administration (MBA), Accounting
Penn State University 2006 — 2010
Bachelor of Science (B.S.), Accounting
BBD, LLP July 2015 - Present
PwC September 2014 - July 2015
La Salle University August 2013 - August 2014
3rd Fed Bank January 2013 - May 2013
N.A. Falcone & Associates, Inc. October 2012 - December 2012
Prudential Financial March 2011 - October 2012
SEI Investments January 2011 - March 2011
Skills
Financial Analysis, Financial Reporting, Training, Outlook, Sales, Budgets, Insurance, Public Speaking, PeopleSoft, Employee Benefits, Microsoft Office, Accounts Receivable, Mutual Funds, Call Centers, Customer Service, Financial Services, Microsoft Excel, Financial Modeling, Invoicing, Series 7, Accounting, Finance, Loans, Risk Management
Education
La Salle University 2013 — 2014
Master of Business Administration (MBA), Accounting
Penn State University 2006 — 2010
Bachelor of Science (B.S.), Accounting
Kenneth Pickering Kenneth Pickering's SEI Investments Experience January 1989 - October 1996
Job Director of Operations at Boston Trust & Investment Management Company
Industry Investment Management
Experience
Boston Trust & Investment Management Company December 2008 - Present
LNTyee July 2004 - February 2008
Laird Norton Tyee 2004 - 2008
Kenneth S. Pickering Consultant, Inc October 1996 - June 2004
SEI Investments January 1989 - October 1996
SEI Corporation 1989 - 1996
Washington Mutual May 1984 - September 1988
Skills
Investments, Mergers, Portfolio Management, Outsourcing
Education
Oregon State University 1970 — 1973
Boston Trust & Investment Management Company December 2008 - Present
LNTyee July 2004 - February 2008
Laird Norton Tyee 2004 - 2008
Kenneth S. Pickering Consultant, Inc October 1996 - June 2004
SEI Investments January 1989 - October 1996
SEI Corporation 1989 - 1996
Washington Mutual May 1984 - September 1988
Skills
Investments, Mergers, Portfolio Management, Outsourcing
Education
Oregon State University 1970 — 1973
karen weiss karen weiss's SEI Investments Experience December 2003 - November 2011
Job Chief Financial Officer at Caerus Global Investors LLC
Industry Financial Services
Experience
Caerus Global Investors LLC May 2015 - Present
Arcoda Capital Management LLC November 2011 - Present
SEI Investments December 2003 - November 2011
Caxton Associates October 1987 - March 1996
Education
New York University 1980 — 1982
Bachelor of Science (BS), Accounting
Caerus Global Investors LLC May 2015 - Present
Arcoda Capital Management LLC November 2011 - Present
SEI Investments December 2003 - November 2011
Caxton Associates October 1987 - March 1996
Education
New York University 1980 — 1982
Bachelor of Science (BS), Accounting
Sanjay Khulbe Sanjay Khulbe's SEI Investments Experience June 2006 - February 2007
Job Vice President JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. February 2015 - Present
Citigroup January 2011 - February 2015
Citigroup July 2007 - January 2011
SEI Investments June 2006 - February 2007
Vanguard 2005 - 2006
Siemens 2004 - 2005
Covansys 2001 - 2004
Tata Consultancy Services 1997 - 1999
STG International Limited 1995 - 1995
Skills
Business Analysis, Vendor Management, Project Management, Program Management, Product Management, Business Process, Financial Services, Integration, Banking, Business Process..., Requirements Analysis, Software Development, Portfolio Management, Management, SOA, Solution Architecture, Governance, Project Portfolio..., Visio, Process Improvement, ITIL, Agile Methodologies, Strategy, IT Strategy, SDLC, Business Architecture, Project Delivery, Product Development, Product Lifecycle..., ITIL v3 Foundations..., Software Project..., PMP, Enterprise Architecture, Business Process..., Offshoring, IT Management, Quality Assurance, Requirements Gathering, Service Delivery, Global Delivery, Software Documentation, Outsourcing, Business Requirements, Relationship Management, Trading Systems, Systems Analysis, Agile Project Management, Team Management, Quality Center, Change Management
Education
National Institute of Information Technology 1992 — 1993
Systems Management
University of Lucknow 1988 — 1991
Bachelors of Science
JPMorgan Chase & Co. February 2015 - Present
Citigroup January 2011 - February 2015
Citigroup July 2007 - January 2011
SEI Investments June 2006 - February 2007
Vanguard 2005 - 2006
Siemens 2004 - 2005
Covansys 2001 - 2004
Tata Consultancy Services 1997 - 1999
STG International Limited 1995 - 1995
Skills
Business Analysis, Vendor Management, Project Management, Program Management, Product Management, Business Process, Financial Services, Integration, Banking, Business Process..., Requirements Analysis, Software Development, Portfolio Management, Management, SOA, Solution Architecture, Governance, Project Portfolio..., Visio, Process Improvement, ITIL, Agile Methodologies, Strategy, IT Strategy, SDLC, Business Architecture, Project Delivery, Product Development, Product Lifecycle..., ITIL v3 Foundations..., Software Project..., PMP, Enterprise Architecture, Business Process..., Offshoring, IT Management, Quality Assurance, Requirements Gathering, Service Delivery, Global Delivery, Software Documentation, Outsourcing, Business Requirements, Relationship Management, Trading Systems, Systems Analysis, Agile Project Management, Team Management, Quality Center, Change Management
Education
National Institute of Information Technology 1992 — 1993
Systems Management
University of Lucknow 1988 — 1991
Bachelors of Science
Mark Nooney Mark Nooney's SEI Investments Experience February 1999 - January 2001
Job Solutions Architect
Industry Public Safety
Experience
Motorola Solutions February 2015 - Present
Delmarva Foundation January 2011 - Present
AmeriFlex Inc April 2008 - December 2010
Direct Buy Bucks County November 2006 - April 2008
The Hartford 2001 - 2006
SEI Investments February 1999 - January 2001
Skills
Microsoft SQL Server, SSIS, SQL Developer, Process Improvement, Requirements Analysis, SSRS, Software Documentation, DB administration, Oracle SQL Developer, Python, PHP, Windows Server, Visual Basic, Insurance, Health Insurance, Benefits Administration, Disaster Recovery, Healthcare, MySQL, SharePoint, Team Building, Management, Databases
Education
Berkee College of Music 1979 — 1982
Bachelor of Arts (B.A.), Audio Engineering
Middlesex County College 1975 — 1977
Associate of Arts (AA), Music Performance, General
Motorola Solutions February 2015 - Present
Delmarva Foundation January 2011 - Present
AmeriFlex Inc April 2008 - December 2010
Direct Buy Bucks County November 2006 - April 2008
The Hartford 2001 - 2006
SEI Investments February 1999 - January 2001
Skills
Microsoft SQL Server, SSIS, SQL Developer, Process Improvement, Requirements Analysis, SSRS, Software Documentation, DB administration, Oracle SQL Developer, Python, PHP, Windows Server, Visual Basic, Insurance, Health Insurance, Benefits Administration, Disaster Recovery, Healthcare, MySQL, SharePoint, Team Building, Management, Databases
Education
Berkee College of Music 1979 — 1982
Bachelor of Arts (B.A.), Audio Engineering
Middlesex County College 1975 — 1977
Associate of Arts (AA), Music Performance, General
Jonathan Doman Jonathan Doman's SEI Investments Experience September 2010 - April 2011
Job Sales Director Asset Management at SEI
Industry Financial Services
Experience
SEI November 2013 - Present
SEI January 2012 - November 2013
SEI April 2011 - January 2012
SEI Investments September 2010 - April 2011
SEI Investments August 2009 - September 2010
SEI Investments February 2008 - August 2009
Skills
Investments, Mutual Funds, Asset Management, Securities, Financial Advisory
Education
Penn State University 2010 — 2012
Graduate Certificate of Management & Entrepreneurship
West Chester University of Pennsylvania 2004 — 2007
Bachelor of Science (BS), American History (United States)
Penn State University
Currently pursuing my MBA
SEI November 2013 - Present
SEI January 2012 - November 2013
SEI April 2011 - January 2012
SEI Investments September 2010 - April 2011
SEI Investments August 2009 - September 2010
SEI Investments February 2008 - August 2009
Skills
Investments, Mutual Funds, Asset Management, Securities, Financial Advisory
Education
Penn State University 2010 — 2012
Graduate Certificate of Management & Entrepreneurship
West Chester University of Pennsylvania 2004 — 2007
Bachelor of Science (BS), American History (United States)
Penn State University
Currently pursuing my MBA
Andrew Brick Andrew Brick's SEI Investments Experience September 2011 - January 2013
Job Project Manager at MarketCounsel
Industry Financial Services
Experience
MarketCounsel June 2015 - Present
SEI January 2013 - June 2015
SEI Investments September 2011 - January 2013
SEI November 2009 - September 2011
Wells Fargo Financial May 2009 - November 2009
Education
Muhlenberg College 2005 — 2009
BA, Business Administration: Marketing and International Studies: Global Trade/International Business
MarketCounsel June 2015 - Present
SEI January 2013 - June 2015
SEI Investments September 2011 - January 2013
SEI November 2009 - September 2011
Wells Fargo Financial May 2009 - November 2009
Education
Muhlenberg College 2005 — 2009
BA, Business Administration: Marketing and International Studies: Global Trade/International Business
Russell Zimberlin's SEI Investments Experience December 2007 - August 2012
Job Law Clerk
Industry Legal Services
Experience
SEI Investments December 2007 - August 2012
Camden Riversharks January 2007 - October 2007
Temple University September 2004 - January 2007
Skills
Team Leadership, Microsoft Excel, Online Advertising, Research, Strategic Planning, Legal Writing, Accounting, Sales Management, Event Planning, Social Media, Customer Service, Microsoft Word
Education
New England School of Law 2012 — 2015
Doctor of Law (J.D.)
Temple University 2003 — 2007
Bachelor of Science
SEI Investments December 2007 - August 2012
Camden Riversharks January 2007 - October 2007
Temple University September 2004 - January 2007
Skills
Team Leadership, Microsoft Excel, Online Advertising, Research, Strategic Planning, Legal Writing, Accounting, Sales Management, Event Planning, Social Media, Customer Service, Microsoft Word
Education
New England School of Law 2012 — 2015
Doctor of Law (J.D.)
Temple University 2003 — 2007
Bachelor of Science
Kamal Nellutla Kamal Nellutla's SEI Investments Experience August 2007 - May 2015
Job Enterprise Architect / Director, Client Engagement
Industry Information Technology and Services
Experience
LiquidHub March 2003 - Present
SEI Investments August 2007 - May 2015
HealthiPASS Inc May 2013 - December 2014
SnapSnip.com February 2006 - May 2008
Enfonics Inc May 2003 - May 2007
PNC Financial Services Group March 2002 - March 2003
Morgan Stanley June 2000 - February 2002
Prometric April 1999 - May 2000
SoftPro Systems Ltd June 1996 - March 1999
Skills
Weblogic, SDLC, SOA, J2EE Application..., WebSphere MQ, Enterprise Architecture, Software Project..., Solution Architecture, Requirements Analysis, Agile Methodologies, Business Analysis, Data Warehousing, Oracle, Java Enterprise Edition, Business Intelligence, IT Strategy, Data Modeling, Enterprise Software, Cloud Computing, Architecture, Java, Program Management, Product Management, Agile Project Management, Software Development, Integration, Web Services, Application Architecture, WebLogic, Databases, Requirements Gathering
Education
Osmania University
Master's degree
LiquidHub March 2003 - Present
SEI Investments August 2007 - May 2015
HealthiPASS Inc May 2013 - December 2014
SnapSnip.com February 2006 - May 2008
Enfonics Inc May 2003 - May 2007
PNC Financial Services Group March 2002 - March 2003
Morgan Stanley June 2000 - February 2002
Prometric April 1999 - May 2000
SoftPro Systems Ltd June 1996 - March 1999
Skills
Weblogic, SDLC, SOA, J2EE Application..., WebSphere MQ, Enterprise Architecture, Software Project..., Solution Architecture, Requirements Analysis, Agile Methodologies, Business Analysis, Data Warehousing, Oracle, Java Enterprise Edition, Business Intelligence, IT Strategy, Data Modeling, Enterprise Software, Cloud Computing, Architecture, Java, Program Management, Product Management, Agile Project Management, Software Development, Integration, Web Services, Application Architecture, WebLogic, Databases, Requirements Gathering
Education
Osmania University
Master's degree
Josh Kolb Josh Kolb's SEI Investments Experience September 2015 - Present
Job Analyst at SEI Investments
Industry Financial Services
Experience
SEI Investments September 2015 - Present
Skills
Microsoft Excel, Financial Analysis, Microsoft Office, PowerPoint, Finance, Research, Data Analysis, Leadership, Customer Service, Microsoft Word, Social Media, Public Speaking
Education
Penn State University 2011 — 2015
Bachelor of Science (B.S.), Energy Business & Finance
SEI Investments September 2015 - Present
Skills
Microsoft Excel, Financial Analysis, Microsoft Office, PowerPoint, Finance, Research, Data Analysis, Leadership, Customer Service, Microsoft Word, Social Media, Public Speaking
Education
Penn State University 2011 — 2015
Bachelor of Science (B.S.), Energy Business & Finance
Dan Chisholm Dan Chisholm's SEI Investments Experience January 2000 - January 2005
Job DevOps Process Engineer at Comcast
Industry Information Technology and Services
Experience
Comcast April 2014 - Present
DC Stryker Inc January 2014 - Present
Iron Mountain May 2012 - December 2013
United Healthcare September 2009 - May 2012
Siemens Medical Solutions January 2005 - September 2009
Siemens Health Services January 2003 - January 2005
SEI Investments January 2000 - January 2005
SHARED MEDICAL SYSTEMS 1999 - 2002
Skills
VBA, Enterprise Architecture, SDLC, Software Development, Software Project..., Process Improvement, SharePoint, Business Process, Integration, Business Intelligence, Enterprise Software, Microsoft SQL Server, Security, Business Analysis, Data Warehousing, Agile Methodologies, Cross-functional Team..., ITIL, Change Management, Management
Education
Penn State University 1994 — 1998
Bachelor's degree, Business Management
Comcast April 2014 - Present
DC Stryker Inc January 2014 - Present
Iron Mountain May 2012 - December 2013
United Healthcare September 2009 - May 2012
Siemens Medical Solutions January 2005 - September 2009
Siemens Health Services January 2003 - January 2005
SEI Investments January 2000 - January 2005
SHARED MEDICAL SYSTEMS 1999 - 2002
Skills
VBA, Enterprise Architecture, SDLC, Software Development, Software Project..., Process Improvement, SharePoint, Business Process, Integration, Business Intelligence, Enterprise Software, Microsoft SQL Server, Security, Business Analysis, Data Warehousing, Agile Methodologies, Cross-functional Team..., ITIL, Change Management, Management
Education
Penn State University 1994 — 1998
Bachelor's degree, Business Management
Hugh McGinniss Hugh McGinniss's SEI Investments Experience March 2012 - Present
Job Account Director at SEI Investments
Industry Financial Services
Experience
SEI Investments March 2012 - Present
SEI Investments October 2007 - February 2012
Naca Logistics April 2004 - September 2007
BDP International January 1995 - March 2004
Skills
New Business Development, Six Sigma, Series 7, Hedge Funds, Alternative Investments, SharePoint, Budgets, Project Management, Relationship Management, Process Improvement, Management, Equities
Education
Penn State University
BS, Marketing and Management
SEI Investments March 2012 - Present
SEI Investments October 2007 - February 2012
Naca Logistics April 2004 - September 2007
BDP International January 1995 - March 2004
Skills
New Business Development, Six Sigma, Series 7, Hedge Funds, Alternative Investments, SharePoint, Budgets, Project Management, Relationship Management, Process Improvement, Management, Equities
Education
Penn State University
BS, Marketing and Management
Anish Neelimathara's SEI Investments Experience April 1997 - January 2014
Job Vice President at Bank of America Merrill Lynch
Industry Information Technology and Services
Experience
Bank of America Merrill Lynch January 2014 - Present
NIIT Technologies Limited October 2011 - January 2014
SEI Investments April 1997 - January 2014
NIIT Technologies Ltd. March 2008 - September 2011
NIIT Technologies October 2005 - February 2008
NIIT Technologies July 2002 - September 2005
NIIT Technologies July 1998 - June 2002
NIIT Technologies April 1997 - June 1998
NIIT Limited December 1995 - March 1997
Skills
Program Management, Requirements Analysis, SDLC, Team Leadership, Project Management, Management, Software Project..., Quality Assurance, Vendor Management, Resource Management, Web Development, ERP, SOA, Microsoft SQL Server, IT Strategy, Budget Forecasts, Mentoring, Applications..., Delivery Management, Process Improvement, Global Delivery, Engagement Management, Offshoring
Education
Villanova University 2009 — 2012
MBA, International Business & Strategic Management
Osmania University
BS, Computer Science
Bank of America Merrill Lynch January 2014 - Present
NIIT Technologies Limited October 2011 - January 2014
SEI Investments April 1997 - January 2014
NIIT Technologies Ltd. March 2008 - September 2011
NIIT Technologies October 2005 - February 2008
NIIT Technologies July 2002 - September 2005
NIIT Technologies July 1998 - June 2002
NIIT Technologies April 1997 - June 1998
NIIT Limited December 1995 - March 1997
Skills
Program Management, Requirements Analysis, SDLC, Team Leadership, Project Management, Management, Software Project..., Quality Assurance, Vendor Management, Resource Management, Web Development, ERP, SOA, Microsoft SQL Server, IT Strategy, Budget Forecasts, Mentoring, Applications..., Delivery Management, Process Improvement, Global Delivery, Engagement Management, Offshoring
Education
Villanova University 2009 — 2012
MBA, International Business & Strategic Management
Osmania University
BS, Computer Science
Rathinavel Pandian Subramaniam Rathinavel Pandian Subramaniam's SEI Investments Experience April 2012 - Present
Job Tech Lead at SEI Investments
Industry Information Technology and Services
Experience
SEI Investments April 2012 - Present
City of New York July 2007 - Present
Independence Blue Cross July 2006 - June 2007
Citi June 2005 - June 2006
Panasonic October 2004 - June 2005
Standard Chartered Bank November 2000 - September 2004
Tata Consultancy Services 1997 - 2000
Tuticorin Alkali Chemicals & Fertilizers Ltd 1996 - 1997
Skills
Development Management, Project Planning, SOA, Software Architecture, Oracle BPM Suite, Oracle Business Process..., J2EE, Java, Weblogic, WebSphere Application..., WebSphere Message Broker, RAD, WSAD, Oracle, Unix
Education
Manonmaniam Sundaranar University 1994 — 1997
Master of Computer Applications (M.C.A.), Computer/Information Technology Administration and Management, Ranked as Top3 student
Madurai Kamaraj University 1991 — 1994
Bachelor of Science (B.Sc.)
SEI Investments April 2012 - Present
City of New York July 2007 - Present
Independence Blue Cross July 2006 - June 2007
Citi June 2005 - June 2006
Panasonic October 2004 - June 2005
Standard Chartered Bank November 2000 - September 2004
Tata Consultancy Services 1997 - 2000
Tuticorin Alkali Chemicals & Fertilizers Ltd 1996 - 1997
Skills
Development Management, Project Planning, SOA, Software Architecture, Oracle BPM Suite, Oracle Business Process..., J2EE, Java, Weblogic, WebSphere Application..., WebSphere Message Broker, RAD, WSAD, Oracle, Unix
Education
Manonmaniam Sundaranar University 1994 — 1997
Master of Computer Applications (M.C.A.), Computer/Information Technology Administration and Management, Ranked as Top3 student
Madurai Kamaraj University 1991 — 1994
Bachelor of Science (B.Sc.)
Chas Crits Chas Crits's SEI Investments Experience 1994 - 1997
Job Commercial Portfolio Loan Specialist
Industry Financial Services
Experience
TD Bank February 2012 - Present
Capmark Bank March 2005 - December 2011
Philadelphia Stock Exchange 2002 - 2005
PFPC Global Fund Services 1999 - 2001
PBHG - UAM Shareholder Service Center 1997 - 1999
SEI Investments 1994 - 1997
Vanguard 1989 - 1994
Skills
Asset Management, Financial Analysis, Loans, Credit, Asset Managment, Portfolio Management, Credit Analysis, Real Estate Economics, Financial Services, Commercial Mortgages, Commercial Lending, Valuation, Capital Markets, Investments, Finance
Education
Penn State University
BSS Psychology
William Penn Charter School
TD Bank February 2012 - Present
Capmark Bank March 2005 - December 2011
Philadelphia Stock Exchange 2002 - 2005
PFPC Global Fund Services 1999 - 2001
PBHG - UAM Shareholder Service Center 1997 - 1999
SEI Investments 1994 - 1997
Vanguard 1989 - 1994
Skills
Asset Management, Financial Analysis, Loans, Credit, Asset Managment, Portfolio Management, Credit Analysis, Real Estate Economics, Financial Services, Commercial Mortgages, Commercial Lending, Valuation, Capital Markets, Investments, Finance
Education
Penn State University
BSS Psychology
William Penn Charter School
Sean Simko Sean Simko's SEI Investments Experience April 2005 - Present
Job Managing Director, Head of Fixed Income Portfolio Management at SEI Investments
Industry Investment Management
Experience
SEI Investments April 2005 - Present
Robeco Weiss, Peck & Greer ("WPG"), a division of Robeco Investment Management March 2002 - April 2005
SEI Investments April 1999 - March 2002
Vanguard 1996 - April 1999
Skills
Fixed Income, Asset Allocation, Portfolio Management, Alternative Investments, Asset Managment, Investment Strategies, Hedge Funds, Mutual Funds, Bonds, Bloomberg, Investments, Series 7, Securities, Trading
Education
Penn State University 2000 — 2002
MBA
Slippery Rock University of Pennsylvania 1990 — 1993
BS
SEI Investments April 2005 - Present
Robeco Weiss, Peck & Greer ("WPG"), a division of Robeco Investment Management March 2002 - April 2005
SEI Investments April 1999 - March 2002
Vanguard 1996 - April 1999
Skills
Fixed Income, Asset Allocation, Portfolio Management, Alternative Investments, Asset Managment, Investment Strategies, Hedge Funds, Mutual Funds, Bonds, Bloomberg, Investments, Series 7, Securities, Trading
Education
Penn State University 2000 — 2002
MBA
Slippery Rock University of Pennsylvania 1990 — 1993
BS
Jesse Levy's SEI Investments Experience November 2003 - April 2011
Job Financial Advisor at UBS
Industry Financial Services
Experience
UBS August 2013 - Present
Merrill Lynch April 2011 - August 2013
SEI Investments November 2003 - April 2011
Vanguard 1997 - 2003
Skills
Wealth Management, Retirement Planning, Investments, Portfolio Management, Securities, Series 63, Series 7, Asset Allocation, Investment Strategies, Asset Managment
Education
Muhlenberg College 1992 — 1996
BS, Economics (Finance)/Accounting
Marjory Stoneman Douglas High School 1990 — 1992
UBS August 2013 - Present
Merrill Lynch April 2011 - August 2013
SEI Investments November 2003 - April 2011
Vanguard 1997 - 2003
Skills
Wealth Management, Retirement Planning, Investments, Portfolio Management, Securities, Series 63, Series 7, Asset Allocation, Investment Strategies, Asset Managment
Education
Muhlenberg College 1992 — 1996
BS, Economics (Finance)/Accounting
Marjory Stoneman Douglas High School 1990 — 1992
Frederick Porzelt Frederick Porzelt's SEI Investments Experience 1983 - 1997
Job Associate Investment Relationship Manager at Northern Trust Global Investments
Industry Financial Services
Experience
Northern Trust Global Investments October 2012 - Present
National Compliance Consultants Inc (NCCI) March 2012 - October 2012
Knight Capital Americas June 2008 - June 2011
Lambright Financial Solutions October 2004 - June 2008
Bank of New York BNY Brokerage 2003 - 2004
Capital Resource Advisors / Capital Resource Financial Services 1997 - 2003
SEI Investments 1983 - 1997
A.G. Becker 1974 - 1983
Skills
Client Services, Project Management, Creative Problem Solving, Process Improvement, Requirements Gathering, Transition Management, Project Implementation, Cost Reduction, Client Retention, Client Focused Solutions, Vendor Management, Microsoft Office, Problem Solving, Change Management, Analysis, Customer Service, Series 7, Series 24, Series 63, Financial Services, Securities, Mergers & Acquisitions, Management, Investments, Portfolio Management
Education
Loyola University of Chicago
Northern Trust Global Investments October 2012 - Present
National Compliance Consultants Inc (NCCI) March 2012 - October 2012
Knight Capital Americas June 2008 - June 2011
Lambright Financial Solutions October 2004 - June 2008
Bank of New York BNY Brokerage 2003 - 2004
Capital Resource Advisors / Capital Resource Financial Services 1997 - 2003
SEI Investments 1983 - 1997
A.G. Becker 1974 - 1983
Skills
Client Services, Project Management, Creative Problem Solving, Process Improvement, Requirements Gathering, Transition Management, Project Implementation, Cost Reduction, Client Retention, Client Focused Solutions, Vendor Management, Microsoft Office, Problem Solving, Change Management, Analysis, Customer Service, Series 7, Series 24, Series 63, Financial Services, Securities, Mergers & Acquisitions, Management, Investments, Portfolio Management
Education
Loyola University of Chicago
Raymond Jackson Raymond Jackson's SEI Investments Experience 1998 - 2000
Job Investment Professional at Franklin Park
Industry Financial Services
Experience
Franklin Park Associates LLC 2005 - Present
Chartwell Investment Partners 2001 - 2005
SEI Investments 1998 - 2000
Skills
Private Equity, Due Diligence, Investments, Asset Management, Client Service, Equities, Venture Capital, Hedge Funds, Portfolio Management, Asset Managment, Fixed Income, Investment Strategies, Valuation, Securities, Financial Services, Bloomberg, Client Services, Financial Modeling, Alternative Investments, Asset Allocation
Education
CFA Institute 2000 — 2003
CFA, Finance
Morehouse College 1994 — 1998
BA, Finance
Franklin Park Associates LLC 2005 - Present
Chartwell Investment Partners 2001 - 2005
SEI Investments 1998 - 2000
Skills
Private Equity, Due Diligence, Investments, Asset Management, Client Service, Equities, Venture Capital, Hedge Funds, Portfolio Management, Asset Managment, Fixed Income, Investment Strategies, Valuation, Securities, Financial Services, Bloomberg, Client Services, Financial Modeling, Alternative Investments, Asset Allocation
Education
CFA Institute 2000 — 2003
CFA, Finance
Morehouse College 1994 — 1998
BA, Finance
Ted Baildon Ted Baildon's SEI Investments Experience June 1999 - December 2000
Job Sales Tax Accountant II at AmeriGas
Industry Accounting
Experience
AmeriGas December 2012 - Present
Weston Solutions, Inc. February 2005 - November 2012
Weston Solutions December 2000 - June 2005
SEI Investments June 1999 - December 2000
SEI Investments November 1997 - June 1999
Skills
Sales Tax, Tax, Accounting, Compliance, Tax Research, Corporate Tax, Personal Property Tax, State Income Tax, State Franchise Tax, Fixed Assets, Tax Returns, Journal Entries, Preparation, International Tax, Auditing, Accruals, Account Reconciliation, Property Tax, Financial Analysis, Finance, Financial Reporting, State Tax
Education
Pennsylvania State University 1994 — 1997
BS, Accounting
Abington Heights High School 1985 — 1989
AmeriGas December 2012 - Present
Weston Solutions, Inc. February 2005 - November 2012
Weston Solutions December 2000 - June 2005
SEI Investments June 1999 - December 2000
SEI Investments November 1997 - June 1999
Skills
Sales Tax, Tax, Accounting, Compliance, Tax Research, Corporate Tax, Personal Property Tax, State Income Tax, State Franchise Tax, Fixed Assets, Tax Returns, Journal Entries, Preparation, International Tax, Auditing, Accruals, Account Reconciliation, Property Tax, Financial Analysis, Finance, Financial Reporting, State Tax
Education
Pennsylvania State University 1994 — 1997
BS, Accounting
Abington Heights High School 1985 — 1989
Renee Hemery Renee Hemery's SEI Investments Experience August 2007 - June 2008
Job Senior Business Analyst at IMS Health
Industry Computer Software
Experience
IMS Health October 2015 - Present
The American College July 2014 - July 2015
Pershing May 2012 - July 2014
GMAC ResCap January 2011 - May 2012
Dollar Financial Group November 2009 - February 2011
Radian August 2008 - June 2009
SEI Investments August 2007 - June 2008
IKON Office Solutions September 2006 - August 2007
Izilla March 2001 - August 2006
EDS Australia June 2000 - December 2000
Skills
Business Process..., Business Process, Agile Methodologies, Business Intelligence, SDLC, Business Analysis, SharePoint, Enterprise Software, CRM, Integration, Data Warehousing
Education
Lock Haven University of Pennsylvania 1981 — 1985
BS, Mathematical Computer Science
IMS Health October 2015 - Present
The American College July 2014 - July 2015
Pershing May 2012 - July 2014
GMAC ResCap January 2011 - May 2012
Dollar Financial Group November 2009 - February 2011
Radian August 2008 - June 2009
SEI Investments August 2007 - June 2008
IKON Office Solutions September 2006 - August 2007
Izilla March 2001 - August 2006
EDS Australia June 2000 - December 2000
Skills
Business Process..., Business Process, Agile Methodologies, Business Intelligence, SDLC, Business Analysis, SharePoint, Enterprise Software, CRM, Integration, Data Warehousing
Education
Lock Haven University of Pennsylvania 1981 — 1985
BS, Mathematical Computer Science
Sujaya Narahari Sujaya Narahari's SEI Investments Experience 2009 - Present
Job
Industry Financial Services
Experience
SEI January 2009 - Present
SEI Investments 2009 - Present
Skills
Requirements Analysis, Oracle, Java Enterprise Edition, Data Warehousing, Production Support, SDLC, PL/SQL, Unix Shell Scripting, Requirements Gathering, Weblogic, Data Modeling, Business Analysis, Agile Methodologies, Solution Architecture, SOA, SQL, Vendor Management, Enterprise Architecture, Management, Business Requirements
Education
Osmania University 1998 — 2001
MCA
St. Francis' College For Women 1995 — 1998
B.Sc.
St Anns High School
SEI January 2009 - Present
SEI Investments 2009 - Present
Skills
Requirements Analysis, Oracle, Java Enterprise Edition, Data Warehousing, Production Support, SDLC, PL/SQL, Unix Shell Scripting, Requirements Gathering, Weblogic, Data Modeling, Business Analysis, Agile Methodologies, Solution Architecture, SOA, SQL, Vendor Management, Enterprise Architecture, Management, Business Requirements
Education
Osmania University 1998 — 2001
MCA
St. Francis' College For Women 1995 — 1998
B.Sc.
St Anns High School
Dan Raftery Dan Raftery's SEI Investments Experience March 2006 - February 2007
Job Sales at Cogency Software/ Backstop Solutions Group
Industry Venture Capital & Private Equity
Experience
Cogency Software November 2014 - Present
Burgiss September 2014 - November 2014
SS&C Technologies December 2011 - May 2014
Hamilton Lane December 2007 - June 2011
The Episcopal Academy February 2007 - July 2007
SEI Investments March 2006 - February 2007
Education
Mount St. Mary's University 2001 — 2005
Cogency Software November 2014 - Present
Burgiss September 2014 - November 2014
SS&C Technologies December 2011 - May 2014
Hamilton Lane December 2007 - June 2011
The Episcopal Academy February 2007 - July 2007
SEI Investments March 2006 - February 2007
Education
Mount St. Mary's University 2001 — 2005
Joseph Maugeri CFP(R)'s SEI Investments Experience October 2002 - November 2007
Job Managing Director, Marketing and Corporate Relations at CFP Board
Industry Financial Services
Experience
CFP Board May 2014 - Present
CFP Board March 2011 - May 2014
Merrill Lynch November 2007 - March 2011
SEI Investments October 2002 - November 2007
AXA Advisors June 1989 - October 2002
Skills
Strategic Planning, Marketing Strategy, New Business Development, Building Relationships, Thought Leadership, Trend Following, Investments, Asset Management, Wealth Management, Mutual Funds, Financial Planning, Retirement, Management, Series 7, Financial Services, Retirement Planning
Education
Temple University 1978 — 1982
BA, History
Northeastern University
Master of Science, Leadership Studies
CFP Board May 2014 - Present
CFP Board March 2011 - May 2014
Merrill Lynch November 2007 - March 2011
SEI Investments October 2002 - November 2007
AXA Advisors June 1989 - October 2002
Skills
Strategic Planning, Marketing Strategy, New Business Development, Building Relationships, Thought Leadership, Trend Following, Investments, Asset Management, Wealth Management, Mutual Funds, Financial Planning, Retirement, Management, Series 7, Financial Services, Retirement Planning
Education
Temple University 1978 — 1982
BA, History
Northeastern University
Master of Science, Leadership Studies
Tim Suchanick Tim Suchanick's SEI Investments Experience 2002 - 2006
Job Valuation and Corporate Strategy Focused Finance Professional
Industry Financial Services
Experience
Citi July 2014 - Present
Bank of America November 2010 - July 2014
Murray Devine September 2007 - November 2010
LarsonAllen, LLP September 2006 - September 2007
SEI Investments 2002 - 2006
Skills
Financial Modeling, Valuation, Investments, Business Valuation, Portfolio Management, Hedge Funds, Financial Analysis, Mutual Funds, Asset Managment, Mergers, Alternative Investments, Bloomberg, Private Equity, Fund Of Funds, Equities, Business Analysis, Accounting, Due Diligence, Forecasting, Mergers & Acquisitions, Auditing, Analysis
Education
Villanova University 2004 — 2006
M.B.A., Business
Penn State University 1998 — 2002
B.S., Finance
Citi July 2014 - Present
Bank of America November 2010 - July 2014
Murray Devine September 2007 - November 2010
LarsonAllen, LLP September 2006 - September 2007
SEI Investments 2002 - 2006
Skills
Financial Modeling, Valuation, Investments, Business Valuation, Portfolio Management, Hedge Funds, Financial Analysis, Mutual Funds, Asset Managment, Mergers, Alternative Investments, Bloomberg, Private Equity, Fund Of Funds, Equities, Business Analysis, Accounting, Due Diligence, Forecasting, Mergers & Acquisitions, Auditing, Analysis
Education
Villanova University 2004 — 2006
M.B.A., Business
Penn State University 1998 — 2002
B.S., Finance
ALISON SAUNDERS ALISON SAUNDERS's SEI Investments Experience November 1999 - February 2010
Job Owner/ Agent at RE/MAX Fine Homes
Industry Real Estate
Experience
RE/MAX Fine Homes, Wayne, PA February 2013 - Present
Main Line Home Staging and Design, LLC September 2010 - Present
Keller Williams Realty - Devon/Wayne 2010 - February 2013
Keller Williams Realty November 2011 - January 2013
SEI Investments November 1999 - February 2010
CIGNA Retirement and Investment Services June 1996 - November 1999
Dreyfus Corp September 1987 - June 1996
Skills
Real Estate, Investment Properties, Investments, Home Staging, Property, Sales, Marketing, First Time Home Buyers, Luxury, Real Estate Transactions, Buyer Representation, Condos, Residential Homes, Selling, Team Building, Relocation, Leadership, Buyers, Real Estate Development, Single Family Homes, Management, Sellers, Investors, Referrals, New Home Sales, Seniors, Real Estate Staging, Training, Strategy, Financial Services, Listings, Property Management, Real Estate Coaching, Townhomes
Education
Suburban West REALTORS Association
Real Estate Designations, Real Estate Continuing Education
Polley Associates
NAR Green Designation for Real Estate
Penn State University 1981 — 1985
BS, Finance
The American College
Chartered Advisor in Philanthropy
RE/MAX Fine Homes, Wayne, PA February 2013 - Present
Main Line Home Staging and Design, LLC September 2010 - Present
Keller Williams Realty - Devon/Wayne 2010 - February 2013
Keller Williams Realty November 2011 - January 2013
SEI Investments November 1999 - February 2010
CIGNA Retirement and Investment Services June 1996 - November 1999
Dreyfus Corp September 1987 - June 1996
Skills
Real Estate, Investment Properties, Investments, Home Staging, Property, Sales, Marketing, First Time Home Buyers, Luxury, Real Estate Transactions, Buyer Representation, Condos, Residential Homes, Selling, Team Building, Relocation, Leadership, Buyers, Real Estate Development, Single Family Homes, Management, Sellers, Investors, Referrals, New Home Sales, Seniors, Real Estate Staging, Training, Strategy, Financial Services, Listings, Property Management, Real Estate Coaching, Townhomes
Education
Suburban West REALTORS Association
Real Estate Designations, Real Estate Continuing Education
Polley Associates
NAR Green Designation for Real Estate
Penn State University 1981 — 1985
BS, Finance
The American College
Chartered Advisor in Philanthropy
Wade Durham, CPA Wade Durham, CPA's SEI Investments Experience June 2006 - August 2006
Job Consultant at Verizon
Industry Accounting
Experience
Verizon July 2014 - Present
James Moore & Co. June 2011 - July 2014
CrossPoint Advisory, LLC April 2010 - June 2011
Apogee Family Office October 2007 - April 2010
SEI Investments June 2006 - August 2006
Skills
Accounting, QuickBooks, Auditing, Tax, Financial Analysis, Financial Accounting, Internal Controls, Financial Reporting, Microsoft Excel, Account Reconciliation, Budgets, General Ledger, Strategic Financial..., Finance, Financial Statements, Microsoft Office, Financial Modeling
Education
Stetson University 2009 — 2011
MAcc, Master of Accountancy
University of Florida - Warrington College Of Business 2003 — 2007
Finance
Oglethorpe University
Certified Financial Planner
Verizon July 2014 - Present
James Moore & Co. June 2011 - July 2014
CrossPoint Advisory, LLC April 2010 - June 2011
Apogee Family Office October 2007 - April 2010
SEI Investments June 2006 - August 2006
Skills
Accounting, QuickBooks, Auditing, Tax, Financial Analysis, Financial Accounting, Internal Controls, Financial Reporting, Microsoft Excel, Account Reconciliation, Budgets, General Ledger, Strategic Financial..., Finance, Financial Statements, Microsoft Office, Financial Modeling
Education
Stetson University 2009 — 2011
MAcc, Master of Accountancy
University of Florida - Warrington College Of Business 2003 — 2007
Finance
Oglethorpe University
Certified Financial Planner
Emily Benton, H.C. Emily Benton, H.C.'s SEI Investments Experience September 2009 - August 2010
Job Holistic Health Coach at Ayuvia LLC
Industry Health, Wellness and Fitness
Experience
Ayuvia LLC November 2014 - Present
www.emily-benton.com January 2013 - Present
. March 2011 - Present
Citco Fund Services December 2012 - November 2014
Hamilton Lane August 2010 - November 2012
SEI Investments September 2009 - August 2010
Skills
Microsoft Excel, Public Speaking, Marketing Strategy, Marketing, Business Strategy, Facebook, Relationship Management, Microsoft Office, Social Media, PowerPoint, Budgets, Business Development, Customer Service, Fitness, Holistic Health, Health, Nutrition, Wellness, Wellness Coaching, Microsoft Word, Employee Wellness, Superior Client Service, Social Media Marketing, Project Management, Team Motivator, Outlook, Training, Coaching, New Business Development, Marketing Communications, Social Networking, Online Marketing, Lifestyle, Lifestyle Coaching, Employee Benefits, Employee Relations, Sports Nutrition, Fitness Consulting, Spinning, Motivation, Leadership, Valuation, Management, Event Planning, Fundraising
Education
Institute for Integrative Nutrition 2013 — 2014
AADP, Holistic Health and Wellness, General Nutrition
Saint Joseph's University - Erivan K. Haub School of Business 2010 — 2014
MBA, Marketing
Loyola University Maryland 2005 — 2009
BBA, Finance
University of Auckland 2007 — 2007
General Studies, Study Abroad
Merion Mercy Academy 2001 — 2005
Ayuvia LLC November 2014 - Present
www.emily-benton.com January 2013 - Present
. March 2011 - Present
Citco Fund Services December 2012 - November 2014
Hamilton Lane August 2010 - November 2012
SEI Investments September 2009 - August 2010
Skills
Microsoft Excel, Public Speaking, Marketing Strategy, Marketing, Business Strategy, Facebook, Relationship Management, Microsoft Office, Social Media, PowerPoint, Budgets, Business Development, Customer Service, Fitness, Holistic Health, Health, Nutrition, Wellness, Wellness Coaching, Microsoft Word, Employee Wellness, Superior Client Service, Social Media Marketing, Project Management, Team Motivator, Outlook, Training, Coaching, New Business Development, Marketing Communications, Social Networking, Online Marketing, Lifestyle, Lifestyle Coaching, Employee Benefits, Employee Relations, Sports Nutrition, Fitness Consulting, Spinning, Motivation, Leadership, Valuation, Management, Event Planning, Fundraising
Education
Institute for Integrative Nutrition 2013 — 2014
AADP, Holistic Health and Wellness, General Nutrition
Saint Joseph's University - Erivan K. Haub School of Business 2010 — 2014
MBA, Marketing
Loyola University Maryland 2005 — 2009
BBA, Finance
University of Auckland 2007 — 2007
General Studies, Study Abroad
Merion Mercy Academy 2001 — 2005
Ruo Tan Ruo Tan's SEI Investments Experience 1995 - 1998
Job An Experienced Investment Executive
Industry Financial Services
Experience
Segal Rogerscasey Canada November 2010 - Present
TD Wealth Management November 2008 - January 2010
CIBC Wealth Management September 1999 - October 2008
SEI Investments 1995 - 1998
Skills
Wealth Management, Portfolio Management, Investment Strategies, Mutual Funds, Investments, Management, Asset Allocation, Investment Advisory, Investment Management, Equity Research, Due Diligence, Hedge Funds, Alternative Investments, Financial Services, Capital Markets, Asset Management, Equities, Bloomberg, Strategic Financial..., Leadership, Fixed Income, Bonds, Derivatives, Valuation
Education
McMaster University
MBA
University of Waterloo
Ph.D
Segal Rogerscasey Canada November 2010 - Present
TD Wealth Management November 2008 - January 2010
CIBC Wealth Management September 1999 - October 2008
SEI Investments 1995 - 1998
Skills
Wealth Management, Portfolio Management, Investment Strategies, Mutual Funds, Investments, Management, Asset Allocation, Investment Advisory, Investment Management, Equity Research, Due Diligence, Hedge Funds, Alternative Investments, Financial Services, Capital Markets, Asset Management, Equities, Bloomberg, Strategic Financial..., Leadership, Fixed Income, Bonds, Derivatives, Valuation
Education
McMaster University
MBA
University of Waterloo
Ph.D
Kristy Skoglund Kristy Skoglund's SEI Investments Experience July 1994 - September 1996
Job Social Media Marketing Consultant
Industry Writing and Editing
Experience
Kleinfeld Paper January 2015 - Present
Kleinfeld Paper October 2012 - Present
LookLoveSend.com March 2011 - August 2013
Junior Auxiliary of Eastern Shore, AL October 2008 - March 2011
Hewitt Associates May 2001 - June 2003
Delta Air Lines December 1999 - May 2001
Watson Wyatt Worldwide (now Towers Watson) December 1996 - December 1999
SEI Investments July 1994 - September 1996
Skills
Internal Communications, Marketing Communications, Strategic Communications, Social Media Marketing, Blogger, SEO Copywriting, Digital Copywriting, Email Marketing, Social Media
Education
Middlebury College 1990 — 1994
B.A., Spanish, Political Science
Middlebury College
Kleinfeld Paper January 2015 - Present
Kleinfeld Paper October 2012 - Present
LookLoveSend.com March 2011 - August 2013
Junior Auxiliary of Eastern Shore, AL October 2008 - March 2011
Hewitt Associates May 2001 - June 2003
Delta Air Lines December 1999 - May 2001
Watson Wyatt Worldwide (now Towers Watson) December 1996 - December 1999
SEI Investments July 1994 - September 1996
Skills
Internal Communications, Marketing Communications, Strategic Communications, Social Media Marketing, Blogger, SEO Copywriting, Digital Copywriting, Email Marketing, Social Media
Education
Middlebury College 1990 — 1994
B.A., Spanish, Political Science
Middlebury College
Joseph Wiedmayer's SEI Investments Experience June 2000 - August 2001
Job Technical Business Analyst at Delaware Investments (subsidiary of the Macquarie Group)
Industry Investment Management
Experience
Delaware Investments, a member of the Macquarie Group May 2010 - Present
PhillyHelpDesk.com May 2006 - May 2010
Evergreen Investments August 2003 - August 2009
Deutsche Bank 2001 - 2003
SEI Investments June 2000 - August 2001
Prudential Securities March 2000 - June 2000
Morgan Stanley Investment Management January 1999 - March 1999
Lehigh Valley Futures September 1998 - December 1998
Pine Valley Golf Club March 1995 - September 1998
Skills
Fixed Income, Cash Management, Investments, Asset Allocation, Asset Management, Financial Markets, Portfolio Management, Business Analysis, Mutual Funds, Bloomberg, Bonds, Equities, Finance, Financial Services, Analysis, Securities, Strategy, Financial Analysis
Education
Moravian College 1996 — 2000
BA, Economics
Bishop Eustace Preparatory School 1992 — 1996
St. Rose of Lima 1983 — 1992
Delaware Investments, a member of the Macquarie Group May 2010 - Present
PhillyHelpDesk.com May 2006 - May 2010
Evergreen Investments August 2003 - August 2009
Deutsche Bank 2001 - 2003
SEI Investments June 2000 - August 2001
Prudential Securities March 2000 - June 2000
Morgan Stanley Investment Management January 1999 - March 1999
Lehigh Valley Futures September 1998 - December 1998
Pine Valley Golf Club March 1995 - September 1998
Skills
Fixed Income, Cash Management, Investments, Asset Allocation, Asset Management, Financial Markets, Portfolio Management, Business Analysis, Mutual Funds, Bloomberg, Bonds, Equities, Finance, Financial Services, Analysis, Securities, Strategy, Financial Analysis
Education
Moravian College 1996 — 2000
BA, Economics
Bishop Eustace Preparatory School 1992 — 1996
St. Rose of Lima 1983 — 1992
Julie Kiley Julie Kiley's SEI Investments Experience 2008 - January 2010
Job Chief Enterprise Architect
Industry Information Technology and Services
Experience
Philidor Rx Services VP Enterprise ArchitectureBrandywine GlobalJanuary 2014 - April 2015
Brandywine Global May 2012 - December 2013
Ceridian January 2010 - May 2012
SEI Investments 2008 - January 2010
Berwind Corporation November 2005 - September 2008
NetPlus Marketing June 2007 - February 2008
SMART Business Advisory and Consulting February 2007 - June 2007
Kiley Consulting 2005 - 2007
Ceridian June 2004 - November 2005
Astra Zeneca January 2003 - June 2004
Skills
Microsoft SQL Server, SDLC, Agile Methodologies, .NET, ASP.NET, Databases, Integration, C#, Software Development, Requirements Analysis, SQL, XML, Data Warehousing, Enterprise Architecture, Web Services, Oracle, Software Project..., Visual Studio, Web Applications, VB.NET, Enterprise Content..., Data Architecture, Information Architecture, Business Process..., Solutions Architecture, Systems Development, Strategic Planning, Strategic Execution, Systems Integration, Technical Risk..., Security, Enterprise Data..., Business Intelligence, Technology Leadership, Team Building, Process Innovation, Process Reengineering, Governance, Service Oriented..., TOGAF, Enterprise Software, SOA, Solution Architecture
Education
Penn State University 2013 — 2016
Masters (In Progress), Enterprise Architecture
Penn State University 2013 — 2015
Graduate Certificate, Enterprise Architecture
University of Delaware 1986 — 1990
BS, Computer Science
Philidor Rx Services VP Enterprise ArchitectureBrandywine GlobalJanuary 2014 - April 2015
Brandywine Global May 2012 - December 2013
Ceridian January 2010 - May 2012
SEI Investments 2008 - January 2010
Berwind Corporation November 2005 - September 2008
NetPlus Marketing June 2007 - February 2008
SMART Business Advisory and Consulting February 2007 - June 2007
Kiley Consulting 2005 - 2007
Ceridian June 2004 - November 2005
Astra Zeneca January 2003 - June 2004
Skills
Microsoft SQL Server, SDLC, Agile Methodologies, .NET, ASP.NET, Databases, Integration, C#, Software Development, Requirements Analysis, SQL, XML, Data Warehousing, Enterprise Architecture, Web Services, Oracle, Software Project..., Visual Studio, Web Applications, VB.NET, Enterprise Content..., Data Architecture, Information Architecture, Business Process..., Solutions Architecture, Systems Development, Strategic Planning, Strategic Execution, Systems Integration, Technical Risk..., Security, Enterprise Data..., Business Intelligence, Technology Leadership, Team Building, Process Innovation, Process Reengineering, Governance, Service Oriented..., TOGAF, Enterprise Software, SOA, Solution Architecture
Education
Penn State University 2013 — 2016
Masters (In Progress), Enterprise Architecture
Penn State University 2013 — 2015
Graduate Certificate, Enterprise Architecture
University of Delaware 1986 — 1990
BS, Computer Science
Mark Filchner Mark Filchner's SEI Investments Experience October 2009 - Present
Job Performance Analyst at InvestEdge, Inc.
Industry Financial Services
Experience
InvestEdge, Inc. January 2014 - Present
SEI Investments October 2009 - Present
FLSmidth Inc. 2008 - 2009
SunGard Higher Education May 2008 - June 2008
Pennsylvania Army National Guard December 2006 - February 2008
Amrhein Investment Club 2007 - 2008
US Army April 2000 - April 2004
Skills
Financial Analysis, Financial Services, Investments, Business Analysis, Mutual Funds, Securities, Process Improvement, Microsoft Excel, Analysis, SDLC, Microsoft Office, Project Management, PowerPoint, Business Intelligence, Management, Vendor Management, Visio, SQL, Requirements Gathering
Education
Moravian College 2007 — 2009
BA, Financial Economics
Moravian College
Bachelor of Arts (BA), Financial Economics
InvestEdge, Inc. January 2014 - Present
SEI Investments October 2009 - Present
FLSmidth Inc. 2008 - 2009
SunGard Higher Education May 2008 - June 2008
Pennsylvania Army National Guard December 2006 - February 2008
Amrhein Investment Club 2007 - 2008
US Army April 2000 - April 2004
Skills
Financial Analysis, Financial Services, Investments, Business Analysis, Mutual Funds, Securities, Process Improvement, Microsoft Excel, Analysis, SDLC, Microsoft Office, Project Management, PowerPoint, Business Intelligence, Management, Vendor Management, Visio, SQL, Requirements Gathering
Education
Moravian College 2007 — 2009
BA, Financial Economics
Moravian College
Bachelor of Arts (BA), Financial Economics
Patrick McDonnell Patrick McDonnell's SEI Investments Experience 1995 - 1998
Job Institutional Business Development
Industry Investment Management
Experience
PIMCO August 2012 - July 2015
Investec Asset Management September 2008 - August 2012
Investec Asset Management July 2006 - August 2008
Citigroup Asset Management 2001 - 2006
SEI Investments de Mexico 1998 - 2001
SEI Investments 1995 - 1998
Skills
Asset Managment, Hedge Funds, Alternative Investments, Equities, Investments, Fixed Income, Investment Management, Asset Allocation, Investment Strategies, Portfolio Management, Mutual Funds, Wealth Management, Fund Of Funds, Emerging Markets, Private Equity, Relationship Management, Pensions, Asset Management, Financial Services, Investment Advisory, Financial Markets, Pension Funds, Financial Advisory, Institutional..., Equity Research
Education
University of Notre Dame - Mendoza College of Business 1993 — 1995
MBA
North Carolina State University 1985 — 1989
BA, Economics and Business Management
PIMCO August 2012 - July 2015
Investec Asset Management September 2008 - August 2012
Investec Asset Management July 2006 - August 2008
Citigroup Asset Management 2001 - 2006
SEI Investments de Mexico 1998 - 2001
SEI Investments 1995 - 1998
Skills
Asset Managment, Hedge Funds, Alternative Investments, Equities, Investments, Fixed Income, Investment Management, Asset Allocation, Investment Strategies, Portfolio Management, Mutual Funds, Wealth Management, Fund Of Funds, Emerging Markets, Private Equity, Relationship Management, Pensions, Asset Management, Financial Services, Investment Advisory, Financial Markets, Pension Funds, Financial Advisory, Institutional..., Equity Research
Education
University of Notre Dame - Mendoza College of Business 1993 — 1995
MBA
North Carolina State University 1985 — 1989
BA, Economics and Business Management
Emily Welz (Brooks) Emily Welz (Brooks)'s SEI Investments Experience July 2009 - September 2011
Job MoneyGuard Internal Sales Manager at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors November 2014 - Present
Lincoln Financial Distributors October 2013 - November 2014
Lincoln Financial Distributors May 2012 - September 2013
Lincoln Financial Distributors September 2011 - April 2012
SEI Investments July 2009 - September 2011
SEI Investments June 2008 - July 2009
SEI Investments May 2007 - June 2008
Skills
Investments, Asset Allocation, Financial Services, Series 63, Mutual Funds, Alternative Investments, Securities, Fixed Income, Training, Series 7
Education
Loyola University Maryland 2003 — 2007
BBA, Finance
Lincoln Financial Distributors November 2014 - Present
Lincoln Financial Distributors October 2013 - November 2014
Lincoln Financial Distributors May 2012 - September 2013
Lincoln Financial Distributors September 2011 - April 2012
SEI Investments July 2009 - September 2011
SEI Investments June 2008 - July 2009
SEI Investments May 2007 - June 2008
Skills
Investments, Asset Allocation, Financial Services, Series 63, Mutual Funds, Alternative Investments, Securities, Fixed Income, Training, Series 7
Education
Loyola University Maryland 2003 — 2007
BBA, Finance
Sonia Tare's SEI Investments Experience 2006 - 2007
Job Lead Interface Analyst at CHE
Industry Hospital & Health Care
Experience
CHE August 2007 - Present
SEI Investments 2006 - 2007
MediMedia USA 2003 - 2005
Birlasoft 1996 - 1999
Skills
Crystal Reports, SQL, Software Documentation, Requirements Analysis, SDLC, Oracle, Access, ERP, Microsoft SQL Server, Business Intelligence, Databases, PL/SQL, Data Warehousing, Integration
Education
Rani Durgavati Vishwavidyalaya 2003 — 2004
Bsc., maths
Maulana Azad National Institute of Technology 1994 — 1995
MCA, Computer Application
CHE August 2007 - Present
SEI Investments 2006 - 2007
MediMedia USA 2003 - 2005
Birlasoft 1996 - 1999
Skills
Crystal Reports, SQL, Software Documentation, Requirements Analysis, SDLC, Oracle, Access, ERP, Microsoft SQL Server, Business Intelligence, Databases, PL/SQL, Data Warehousing, Integration
Education
Rani Durgavati Vishwavidyalaya 2003 — 2004
Bsc., maths
Maulana Azad National Institute of Technology 1994 — 1995
MCA, Computer Application
Steven Vandenburg Steven Vandenburg's SEI Investments Experience June 2010 - August 2010
Job Manager (CISA), Business Advisory Services
Industry Management Consulting
Experience
Grant Thornton LLP May 2011 - Present
Blue Heron Research Partners August 2009 - April 2011
SEI Investments June 2010 - August 2010
Turner Investments, L.P. December 2008 - August 2009
Skills
Risk, Internal Controls, SAS70, Excel, PowerPoint, Asking Questions, Proposal Generation, DRS, Gap Analysis, Process Improvement, SSAE 16, SSAE16, Risk Assessment, Financial Services, Microsoft Excel, ITGC, HTML, CSS, Analysis, Financial Risk, Management, Bloomberg, Project Management, Managing Project Budgets, Finance
Education
Penn State University 2006 — 2010
Bachelor of Science, Finance
Council Rock High School South 2002 — 2006
Grant Thornton LLP May 2011 - Present
Blue Heron Research Partners August 2009 - April 2011
SEI Investments June 2010 - August 2010
Turner Investments, L.P. December 2008 - August 2009
Skills
Risk, Internal Controls, SAS70, Excel, PowerPoint, Asking Questions, Proposal Generation, DRS, Gap Analysis, Process Improvement, SSAE 16, SSAE16, Risk Assessment, Financial Services, Microsoft Excel, ITGC, HTML, CSS, Analysis, Financial Risk, Management, Bloomberg, Project Management, Managing Project Budgets, Finance
Education
Penn State University 2006 — 2010
Bachelor of Science, Finance
Council Rock High School South 2002 — 2006
Peter Reitmeyer Peter Reitmeyer's SEI Investments Experience October 1998 - February 2010
Job Vice President, Client Consultant at Manning & Napier
Industry Financial Services
Experience
Manning & Napier September 2014 - Present
PENN Capital Management February 2011 - August 2014
Iron Mountain 2010 - 2011
SEI Investments October 1998 - February 2010
First Investors Corporation 1997 - 1998
Skills
Asset Management, Relationship Management, Asset Allocation, Sales, Employee Training, Alternative Investments, Investments, Financial Analysis, Customer Service, Asset Managment, Banking, Insurance, Microsoft Excel, Outsourcing, Financial Services, Mutual Funds, Management, CRM, Training, Marketing, Project Management
Education
Lycoming College 1989 — 1993
BA, Criminal Justice
Manning & Napier September 2014 - Present
PENN Capital Management February 2011 - August 2014
Iron Mountain 2010 - 2011
SEI Investments October 1998 - February 2010
First Investors Corporation 1997 - 1998
Skills
Asset Management, Relationship Management, Asset Allocation, Sales, Employee Training, Alternative Investments, Investments, Financial Analysis, Customer Service, Asset Managment, Banking, Insurance, Microsoft Excel, Outsourcing, Financial Services, Mutual Funds, Management, CRM, Training, Marketing, Project Management
Education
Lycoming College 1989 — 1993
BA, Criminal Justice
Ian J. Weiss, CAIA Ian J. Weiss, CAIA's SEI Investments Experience 2003 - 2007
Job Vice President Portfolio Manager
Industry Financial Services
Experience
Reliance Trust Company an FIS Company September 2015 - Present
UBS Global Asset Management March 2014 - August 2015
The 1911 Tust Company September 2007 - March 2014
SEI Investments 2003 - 2007
SEI Investments January 1997 - January 2003
Skills
Wealth Management, Private Equity, Venture Capital, Hedge Funds, Equity Research, Fixed Income, Commodities, Investments, Equities, Asset Management, Alternative Investments, Institutional, Client Service, Private Foundations, Asset Managment, Private Banking, Financial Services, Trust Management, Endowment Funds, Strategic Financial..., Asset Allocation, Mutual Funds, Commodity, Securities, Investment Strategies, Investment Management, Investment Advisory, Bloomberg, Fund Of Funds, Series 7, Relationship Management, Bonds, Portfolio Management, Capital Markets, ETFs, Financial Planning
Education
Michigan State University 1992 — 1996
BA, Finance
Michigan State University - The Eli Broad College of Business 1992 — 1996
Finance, Finance and Financial Management Services
Reliance Trust Company an FIS Company September 2015 - Present
UBS Global Asset Management March 2014 - August 2015
The 1911 Tust Company September 2007 - March 2014
SEI Investments 2003 - 2007
SEI Investments January 1997 - January 2003
Skills
Wealth Management, Private Equity, Venture Capital, Hedge Funds, Equity Research, Fixed Income, Commodities, Investments, Equities, Asset Management, Alternative Investments, Institutional, Client Service, Private Foundations, Asset Managment, Private Banking, Financial Services, Trust Management, Endowment Funds, Strategic Financial..., Asset Allocation, Mutual Funds, Commodity, Securities, Investment Strategies, Investment Management, Investment Advisory, Bloomberg, Fund Of Funds, Series 7, Relationship Management, Bonds, Portfolio Management, Capital Markets, ETFs, Financial Planning
Education
Michigan State University 1992 — 1996
BA, Finance
Michigan State University - The Eli Broad College of Business 1992 — 1996
Finance, Finance and Financial Management Services
Phil Senseny's SEI Investments Experience December 2008 - July 2013
Job Director of Product Solutions at SEI
Industry Financial Services
Experience
SEI September 2014 - Present
SEI July 2013 - September 2014
SEI Investments December 2008 - July 2013
SEI Investments July 2007 - December 2008
SEI Investments October 2005 - June 2007
Skills
SDLC, User Acceptance Testing, Business Analysis, Requirements Analysis, Business Requirements, Software Project..., Process Improvement, Quality Assurance, System Testing, Mutual Funds, Agile Methodologies, Visio, Project Management, SQL, Quality Center, Testing, HP Quality Center
Education
Pennsylvania State University-Great Valley Graduate Center 2006 — 2009
MBA, Finance
Penn State University 2001 — 2005
BS, Mathematics
SEI September 2014 - Present
SEI July 2013 - September 2014
SEI Investments December 2008 - July 2013
SEI Investments July 2007 - December 2008
SEI Investments October 2005 - June 2007
Skills
SDLC, User Acceptance Testing, Business Analysis, Requirements Analysis, Business Requirements, Software Project..., Process Improvement, Quality Assurance, System Testing, Mutual Funds, Agile Methodologies, Visio, Project Management, SQL, Quality Center, Testing, HP Quality Center
Education
Pennsylvania State University-Great Valley Graduate Center 2006 — 2009
MBA, Finance
Penn State University 2001 — 2005
BS, Mathematics
Joe Gajewski Joe Gajewski's SEI Investments Experience 2003 - 2004
Job Director at BlackRock
Industry Financial Services
Experience
BlackRock 2004 - Present
SEI Investments 2003 - 2004
PNC GIS (formerly PFPC, Inc) 1993 - 2003
Education
Widener University
MBA
Penn State University
Bachelor of Science (BS) in Finance, emphasis in Accounting and Economics, Finance
BlackRock 2004 - Present
SEI Investments 2003 - 2004
PNC GIS (formerly PFPC, Inc) 1993 - 2003
Education
Widener University
MBA
Penn State University
Bachelor of Science (BS) in Finance, emphasis in Accounting and Economics, Finance
Dave Gannett Dave Gannett's SEI Investments Experience January 2006 - December 2007
Job Sales Consultant at Hartford Funds
Industry Financial Services
Experience
Hartford Funds March 2012 - Present
Merrill Lynch June 2009 - March 2012
Penn Square Capital Group, LLC January 2008 - November 2008
SEI Investments January 2006 - December 2007
Skills
Mutual Funds, ETFs, Private Equity, Alternative Investments
Education
Penn State University 2001 — 2005
Economics
Hartford Funds March 2012 - Present
Merrill Lynch June 2009 - March 2012
Penn Square Capital Group, LLC January 2008 - November 2008
SEI Investments January 2006 - December 2007
Skills
Mutual Funds, ETFs, Private Equity, Alternative Investments
Education
Penn State University 2001 — 2005
Economics
Deanna McCool's SEI Investments Experience June 2006 - August 2006
Job Commissions at Kistler Tiffany Benefits
Industry Accounting
Experience
Kistler Tiffany Benefits December 2010 - Present
Contemporary Staffing Solutions 2010 - 2011
Citco August 2006 - December 2009
SEI Investments June 2006 - August 2006
Stonebridge Bank November 2004 - May 2006
First National Bank of Chester County April 2004 - November 2004
CONSUMER MORTGAGE SERVICES, INC April 2003 - March 2004
Skills
Risk Management, Accounting, General Ledger, Accounts Payable, Financial Analysis, Account Reconciliation, Financial Reporting, Banking, Accounts Receivable, Credit, QuickBooks, Microsoft Excel, Analysis, Financial Statements, Payroll
Education
PENNSYLVANIA STATE UNIVERSITY, University 1997 — 2002
Bachelor of Science, Business, Accounting and Industrial Organizational Management
Penn State University 1997 — 2002
Business, Management
Kistler Tiffany Benefits December 2010 - Present
Contemporary Staffing Solutions 2010 - 2011
Citco August 2006 - December 2009
SEI Investments June 2006 - August 2006
Stonebridge Bank November 2004 - May 2006
First National Bank of Chester County April 2004 - November 2004
CONSUMER MORTGAGE SERVICES, INC April 2003 - March 2004
Skills
Risk Management, Accounting, General Ledger, Accounts Payable, Financial Analysis, Account Reconciliation, Financial Reporting, Banking, Accounts Receivable, Credit, QuickBooks, Microsoft Excel, Analysis, Financial Statements, Payroll
Education
PENNSYLVANIA STATE UNIVERSITY, University 1997 — 2002
Bachelor of Science, Business, Accounting and Industrial Organizational Management
Penn State University 1997 — 2002
Business, Management
Josh Friedland's SEI Investments Experience November 2010 - January 2013
Job Sales Development Team Lead at Phenom People
Industry Computer Software
Experience
Phenom People January 2013 - Present
SEI Investments November 2010 - January 2013
SEI June 2009 - August 2009
Skills
Financial Analysis, Financial Reporting, Financial Accounting, Corporate Finance, Financial Risk, Finance, Business Strategy, Business, Financial Audits, Labor Relations, Human Resources, Recruiting, Technical Recruiting, Sourcing, Consulting, Analysis, New Business Development, Negotiation, Talent Management, SaaS, Applicant Tracking..., Onboarding, Temporary Placement, Interviews, Lead Generation, Sales, Talent Acquisition, Alcoholic Beverages, Leadership, Vietnamese, PHO, Business Development, Management
Education
Penn State University 2006 — 2010
Bachelor's degree, Labor and Employee Relations
Phenom People January 2013 - Present
SEI Investments November 2010 - January 2013
SEI June 2009 - August 2009
Skills
Financial Analysis, Financial Reporting, Financial Accounting, Corporate Finance, Financial Risk, Finance, Business Strategy, Business, Financial Audits, Labor Relations, Human Resources, Recruiting, Technical Recruiting, Sourcing, Consulting, Analysis, New Business Development, Negotiation, Talent Management, SaaS, Applicant Tracking..., Onboarding, Temporary Placement, Interviews, Lead Generation, Sales, Talent Acquisition, Alcoholic Beverages, Leadership, Vietnamese, PHO, Business Development, Management
Education
Penn State University 2006 — 2010
Bachelor's degree, Labor and Employee Relations
Ashley Patten Ashley Patten's SEI Investments Experience April 2005 - July 2006
Job Senior Cost Accountant at Carolinas Healthcare System
Industry Financial Services
Experience
Carolinas Healthcare System April 2011 - Present
HCA September 2008 - November 2011
Bon Secours Health System April 2007 - September 2008
Magellan Health Services April 2006 - March 2007
SEI Investments April 2005 - July 2006
Skills
Analysis, Business Intelligence, Financial Analysis
Education
Penn State University 2001 — 2004
Communications
Penn State University
Carolinas Healthcare System April 2011 - Present
HCA September 2008 - November 2011
Bon Secours Health System April 2007 - September 2008
Magellan Health Services April 2006 - March 2007
SEI Investments April 2005 - July 2006
Skills
Analysis, Business Intelligence, Financial Analysis
Education
Penn State University 2001 — 2004
Communications
Penn State University
Anthony Anella Anthony Anella's SEI Investments Experience 1989 - Present
Job Managing Director at SEI
Industry Financial Services
Experience
SEI May 1989 - Present
SEI Investments 1989 - Present
IBM January 1988 - May 1989
IBM January 1985 - January 1988
Skills
Series 24, 7, CRM, Management, Sales, Asset Management, Alternative Investments, Investments, Financial Services, Mutual Funds, Equities, Hedge Funds, Portfolio Management, Wealth Management, Securities, Asset Allocation, Fixed Income, Strategy, Product Management, Investment Management, Asset Managment, Financial Risk, Investment Advisory, Relationship Management, Strategic Planning
Education
Penn State University
BS, Business Administration and Management, General
SEI May 1989 - Present
SEI Investments 1989 - Present
IBM January 1988 - May 1989
IBM January 1985 - January 1988
Skills
Series 24, 7, CRM, Management, Sales, Asset Management, Alternative Investments, Investments, Financial Services, Mutual Funds, Equities, Hedge Funds, Portfolio Management, Wealth Management, Securities, Asset Allocation, Fixed Income, Strategy, Product Management, Investment Management, Asset Managment, Financial Risk, Investment Advisory, Relationship Management, Strategic Planning
Education
Penn State University
BS, Business Administration and Management, General
Benjamin M. Dourte, CFP®, ChFC®'s SEI Investments Experience March 1999 - January 2007
Job Senior Vice President at Compass Ion Advisors, LLC
Industry Financial Services
Experience
Compass Ion Advisors, LLC February 2007 - Present
SEI Investments March 1999 - January 2007
Skills
Wealth Management, Asset Managment, Investment Advisory, Personal Financial..., Alternative Investments, Financial Services, Portfolio Optimization, Investments, Financial Planners, Asset Management, Wealth, Financial Advisory, Asset Allocation
Education
Messiah College 1993 — 1997
Compass Ion Advisors, LLC February 2007 - Present
SEI Investments March 1999 - January 2007
Skills
Wealth Management, Asset Managment, Investment Advisory, Personal Financial..., Alternative Investments, Financial Services, Portfolio Optimization, Investments, Financial Planners, Asset Management, Wealth, Financial Advisory, Asset Allocation
Education
Messiah College 1993 — 1997
Daniel Monk Daniel Monk's SEI Investments Experience May 2014 - April 2015
Job Cash Specialist at SEI Investments
Industry Insurance
Experience
SEI April 2015 - Present
SEI Investments May 2014 - April 2015
Automatic Forecasting Systems January 2014 - April 2014
Skills
Mathematics, Actuarial Science, Statistics, Microsoft Excel, Access, R, Minitab, Data Analysis, Time Series Analysis
Education
Penn State University 2008 — 2013
Bachelor's Degree, Mathematics- Actuarial Science Option
SEI April 2015 - Present
SEI Investments May 2014 - April 2015
Automatic Forecasting Systems January 2014 - April 2014
Skills
Mathematics, Actuarial Science, Statistics, Microsoft Excel, Access, R, Minitab, Data Analysis, Time Series Analysis
Education
Penn State University 2008 — 2013
Bachelor's Degree, Mathematics- Actuarial Science Option
Mark GaNung's SEI Investments Experience January 2002 - April 2003
Job Wealth Sales Executive at First Commonwealth Bank
Industry Banking
Experience
First Commonwealth Bank January 2011 - Present
NexTier Bank July 2007 - January 2011
NexTier Bank June 2004 - June 2007
GA Financial Strategies 2003 - 2004
SEI Investments January 2002 - April 2003
Allegheny Financial Group July 1999 - January 2002
Keystone Financial May 1985 - July 1999
Education
Lycoming College 1981 — 1985
Bachelor of Arts, Business Administration, French
First Commonwealth Bank January 2011 - Present
NexTier Bank July 2007 - January 2011
NexTier Bank June 2004 - June 2007
GA Financial Strategies 2003 - 2004
SEI Investments January 2002 - April 2003
Allegheny Financial Group July 1999 - January 2002
Keystone Financial May 1985 - July 1999
Education
Lycoming College 1981 — 1985
Bachelor of Arts, Business Administration, French
Matthew Convey Matthew Convey's SEI Investments Experience June 2002 - September 2004
Job Vice President at BlackRock
Industry Financial Services
Experience
BlackRock January 2006 - Present
Evergreen Investments September 2004 - January 2006
SEI Investments June 2002 - September 2004
The Vanguard Group July 1999 - December 2001
Skills
Team Management, Manage Client..., Communication, Project Management, Bloomberg, Problem Analysis, Talent Management, Business Operations, SAS70, Fixed Income, SQL, Problem Solving, Hedge Funds, Total Return Swaps, Account Reconciliation, Interest Rate Swaps, Trade Entry, Securities, Derivatives, Financial Analysis, Asset Allocation, Excel, PowerPoint, Presenter, Reconciliations, Solutions, Documentations, Security Master, Alternative Investments, Compliance SOX, SSAE 16, Data Analysis, Reuters 3000, Pricing Analysis, Fair Market Value, Fair Value, Microsoft Excel
Education
Penn State University 1998 — 2002
BS, Marketing
BlackRock January 2006 - Present
Evergreen Investments September 2004 - January 2006
SEI Investments June 2002 - September 2004
The Vanguard Group July 1999 - December 2001
Skills
Team Management, Manage Client..., Communication, Project Management, Bloomberg, Problem Analysis, Talent Management, Business Operations, SAS70, Fixed Income, SQL, Problem Solving, Hedge Funds, Total Return Swaps, Account Reconciliation, Interest Rate Swaps, Trade Entry, Securities, Derivatives, Financial Analysis, Asset Allocation, Excel, PowerPoint, Presenter, Reconciliations, Solutions, Documentations, Security Master, Alternative Investments, Compliance SOX, SSAE 16, Data Analysis, Reuters 3000, Pricing Analysis, Fair Market Value, Fair Value, Microsoft Excel
Education
Penn State University 1998 — 2002
BS, Marketing
Sharon Calhoun Sharon Calhoun's SEI Investments Experience 2001 - 2004
Job Domestic and International IP Counsel and Litigator
Industry Law Practice
Experience
Barack Ferrazzano Kirschbaum & Nagelberg LLP January 2015 - Present
Barack Ferrazzano Kirschbaum & Nagelberg LLP September 2007 - December 2014
Womens' Legal Centre April 2012 - May 2012
South African Human Rights Commission January 2012 - April 2012
SEI Investments 2001 - 2004
Skills
Securities Regulation, Litigation, Legal Research, Legal Writing, Civil Litigation, Commercial Litigation, Intellectual Property, Corporate Law, Alternative Dispute..., Mediation, Product Liability, Appeals, Criminal Law, Arbitration, Courts
Education
New York University School of Law 2004 — 2007
JD, Law
University of Michigan Law School 2005 — 2006
University of Virginia 1997 — 2001
Bachelor of Science (B.S.), Commerce
LPHS
Barack Ferrazzano Kirschbaum & Nagelberg LLP January 2015 - Present
Barack Ferrazzano Kirschbaum & Nagelberg LLP September 2007 - December 2014
Womens' Legal Centre April 2012 - May 2012
South African Human Rights Commission January 2012 - April 2012
SEI Investments 2001 - 2004
Skills
Securities Regulation, Litigation, Legal Research, Legal Writing, Civil Litigation, Commercial Litigation, Intellectual Property, Corporate Law, Alternative Dispute..., Mediation, Product Liability, Appeals, Criminal Law, Arbitration, Courts
Education
New York University School of Law 2004 — 2007
JD, Law
University of Michigan Law School 2005 — 2006
University of Virginia 1997 — 2001
Bachelor of Science (B.S.), Commerce
LPHS
Jennifer Carrino Jennifer Carrino's SEI Investments Experience July 2000 - January 2003
Job Account Manager at Atticus Communications
Industry Marketing and Advertising
Experience
Atticus Communications February 2013 - Present
The Paper Tiger Tamer January 2011 - Present
Pompanuck Farm Institute July 2008 - October 2010
SEI Investments July 2000 - January 2003
Fala Direct Marketing November 1998 - September 1999
Lazarus Marketing November 1997 - November 1998
Hoke Communications Inc January 1995 - April 1996
Skills
Data Analysis, Project Management, Nonprofits, Public Relations, Customer Service, Community Outreach
Education
New York Institute of Technology 1992 — 1994
BS, Advertising, Business, Behavioral Science
Nassau Community College 1990 — 1992
AS, Business Adminstration
Atticus Communications February 2013 - Present
The Paper Tiger Tamer January 2011 - Present
Pompanuck Farm Institute July 2008 - October 2010
SEI Investments July 2000 - January 2003
Fala Direct Marketing November 1998 - September 1999
Lazarus Marketing November 1997 - November 1998
Hoke Communications Inc January 1995 - April 1996
Skills
Data Analysis, Project Management, Nonprofits, Public Relations, Customer Service, Community Outreach
Education
New York Institute of Technology 1992 — 1994
BS, Advertising, Business, Behavioral Science
Nassau Community College 1990 — 1992
AS, Business Adminstration
Tamara Fogal Tamara Fogal's SEI Investments Experience June 2007 - March 2012
Job Business Analyst / Implementation Consultant
Industry Financial Services
Experience
Unit4 July 2015 - Present
Geneva Consulting Group February 2015 - July 2015
ADP September 2012 - February 2015
The O'Connor Group March 2012 - September 2012
SEI Investments June 2007 - March 2012
Sovereign Bank April 2006 - June 2007
De Lage Landen September 1998 - November 2003
Softmart Inc April 1994 - August 1998
Skills
Account Reconciliation, Analysis, Business Analysis, Reconciliation, Financial Analysis, General Ledger, Accounting, Process Improvement, Accounts Payable, Business Process..., Payroll, Management, Human Resources, Project Management, Consulting, Finance
Education
Saint Joseph's University 2009 — 2014
Master's, Finance
Villanova University 2009 — 2012
Master's Certificate, Project Management
Saint Joseph's University 2007 — 2008
Master's, MBA
Penn State University 2001 — 2006
Bachelor, Organizational Leadership
Penn State University 1990 — 1996
Certificate, Paralegal
Unit4 July 2015 - Present
Geneva Consulting Group February 2015 - July 2015
ADP September 2012 - February 2015
The O'Connor Group March 2012 - September 2012
SEI Investments June 2007 - March 2012
Sovereign Bank April 2006 - June 2007
De Lage Landen September 1998 - November 2003
Softmart Inc April 1994 - August 1998
Skills
Account Reconciliation, Analysis, Business Analysis, Reconciliation, Financial Analysis, General Ledger, Accounting, Process Improvement, Accounts Payable, Business Process..., Payroll, Management, Human Resources, Project Management, Consulting, Finance
Education
Saint Joseph's University 2009 — 2014
Master's, Finance
Villanova University 2009 — 2012
Master's Certificate, Project Management
Saint Joseph's University 2007 — 2008
Master's, MBA
Penn State University 2001 — 2006
Bachelor, Organizational Leadership
Penn State University 1990 — 1996
Certificate, Paralegal
Rob Bonanno Rob Bonanno's SEI Investments Experience September 2011 - October 2013
Job Investor Servicing Manager at SEI
Industry Financial Services
Experience
SEI October 2013 - Present
SEI Investments September 2011 - October 2013
SEI May 2007 - August 2011
SEI August 2005 - May 2007
Skills
Hedge Funds, Mutual Funds, Alternative Investments, Financial Analysis, Fund Accounting, Management, Investor Servicing
Education
Penn State University 1999 — 2003
Bachelor of Science (BS), Accounting
SEI October 2013 - Present
SEI Investments September 2011 - October 2013
SEI May 2007 - August 2011
SEI August 2005 - May 2007
Skills
Hedge Funds, Mutual Funds, Alternative Investments, Financial Analysis, Fund Accounting, Management, Investor Servicing
Education
Penn State University 1999 — 2003
Bachelor of Science (BS), Accounting
Eric Thim, CPA Eric Thim, CPA's SEI Investments Experience November 2010 - October 2011
Job Senior Accountant at Resource Capital Corp.
Industry Financial Services
Experience
Resource Capital Corp. January 2014 - Present
Citco Fund Services October 2011 - January 2014
SEI Investments November 2010 - October 2011
SEI Investments November 2007 - November 2010
The Vanguard Group January 2006 - November 2007
C.H. Robinson Worldwide, Inc. January 2005 - December 2005
Skills
Account Reconciliation, Financial Statements, Process Improvement, Financial Statement..., Fund Accounting, NAV, P&L Reporting, Financial Analysis, Financial Reporting, Investments, Mutual Funds, Accounting, Equities, GAAP, Finance, CPA, US GAAP, Journal Entries, Financial Accounting, General Ledger
Education
Saint Joseph's University - Erivan K. Haub School of Business 2007 — 2010
Master of Science, Financial Services
Penn State University 2000 — 2004
Bachelor of Science, Business Logistics
Resource Capital Corp. January 2014 - Present
Citco Fund Services October 2011 - January 2014
SEI Investments November 2010 - October 2011
SEI Investments November 2007 - November 2010
The Vanguard Group January 2006 - November 2007
C.H. Robinson Worldwide, Inc. January 2005 - December 2005
Skills
Account Reconciliation, Financial Statements, Process Improvement, Financial Statement..., Fund Accounting, NAV, P&L Reporting, Financial Analysis, Financial Reporting, Investments, Mutual Funds, Accounting, Equities, GAAP, Finance, CPA, US GAAP, Journal Entries, Financial Accounting, General Ledger
Education
Saint Joseph's University - Erivan K. Haub School of Business 2007 — 2010
Master of Science, Financial Services
Penn State University 2000 — 2004
Bachelor of Science, Business Logistics
David Windsor's SEI Investments Experience June 1993 - July 1997
Job Market Manager at Luxury Retreats
Industry Real Estate
Experience
Luxury Retreats August 2014 - Present
Independent May 2003 - August 2014
Vail Resorts October 2010 - April 2012
Tanner and Haley August 2005 - July 2007
Breadbar September 2004 - March 2005
Credit Suisse First Boston August 1999 - November 2002
SEI Investments June 1993 - July 1997
Skills
Start-ups, Business Strategy, Due Diligence, Marketing Strategy, Strategic Planning, Entrepreneurship
Education
MIT Sloan School of Management 1997 — 1999
MBA, Finance, Entrepreneurship
Northwestern University 1989 — 1993
BA, Economics
Luxury Retreats August 2014 - Present
Independent May 2003 - August 2014
Vail Resorts October 2010 - April 2012
Tanner and Haley August 2005 - July 2007
Breadbar September 2004 - March 2005
Credit Suisse First Boston August 1999 - November 2002
SEI Investments June 1993 - July 1997
Skills
Start-ups, Business Strategy, Due Diligence, Marketing Strategy, Strategic Planning, Entrepreneurship
Education
MIT Sloan School of Management 1997 — 1999
MBA, Finance, Entrepreneurship
Northwestern University 1989 — 1993
BA, Economics
John Strohman, CFA, CAIA's SEI Investments Experience January 2002 - August 2005
Job Vice President Institutional Business Development Cornerstone Capital Management Holdings, LLC
Industry Investment Management
Experience
Cornerstone Capital Management Holdings, LLC July 2011 - Present
Quantitative Management Associates October 2007 - July 2011
Equity Investors Group September 2005 - October 2007
SEI Investments January 2002 - August 2005
SEI Investments January 1999 - December 2001
Citicorp 1996 - 1998
Citicorp 1990 - 1996
Credit Swiss First Boston 1985 - 1988
Chase Manhattan Bank 1983 - 1985
Skills
Securities, Trading, Portfolio Management, Product Development, Finance, Investment Management, CRM, Competitive Analysis, Investments, Equities, Hedge Funds, Asset Allocation, Alternative Investments, Asset Management, Series 7
Education
New York University 1987 — 1990
MBA, Finance
Villanova University 1979 — 1983
B.S., Accounting
Cornerstone Capital Management Holdings, LLC July 2011 - Present
Quantitative Management Associates October 2007 - July 2011
Equity Investors Group September 2005 - October 2007
SEI Investments January 2002 - August 2005
SEI Investments January 1999 - December 2001
Citicorp 1996 - 1998
Citicorp 1990 - 1996
Credit Swiss First Boston 1985 - 1988
Chase Manhattan Bank 1983 - 1985
Skills
Securities, Trading, Portfolio Management, Product Development, Finance, Investment Management, CRM, Competitive Analysis, Investments, Equities, Hedge Funds, Asset Allocation, Alternative Investments, Asset Management, Series 7
Education
New York University 1987 — 1990
MBA, Finance
Villanova University 1979 — 1983
B.S., Accounting
Matt Lowell's SEI Investments Experience April 2004 - May 2005
Job Financial Sales Consultant at State Farm Insurance
Industry Financial Services
Experience
State Farm Insurance November 2007 - Present
AIG January 2007 - November 2007
Hartman Management L.P. & Advanced Equities, Inc. August 2005 - August 2006
SEI Investments April 2004 - May 2005
Invesco December 2000 - July 2003
John Hancock Life Insurance Company (U.S.A.) March 1998 - December 2000
Skills
Mutual Funds, Insurance, Fixed Annuities, Life Insurance, Leadership, Financial Services, Mergers & Acquisitions, Banking, Sales, CRM, Pensions, Alternative Investments, Financial Advisory, Marketing, Investments, Retirement Planning, Variable Annuities
Education
Ohio University 1987 — 1991
BBA, Finance
Dublin Coffman High School 1983 — 1987
State Farm Insurance November 2007 - Present
AIG January 2007 - November 2007
Hartman Management L.P. & Advanced Equities, Inc. August 2005 - August 2006
SEI Investments April 2004 - May 2005
Invesco December 2000 - July 2003
John Hancock Life Insurance Company (U.S.A.) March 1998 - December 2000
Skills
Mutual Funds, Insurance, Fixed Annuities, Life Insurance, Leadership, Financial Services, Mergers & Acquisitions, Banking, Sales, CRM, Pensions, Alternative Investments, Financial Advisory, Marketing, Investments, Retirement Planning, Variable Annuities
Education
Ohio University 1987 — 1991
BBA, Finance
Dublin Coffman High School 1983 — 1987
Napoleon Nelson's SEI Investments Experience 2002 - 2005
Job Financial Planning & Analysis at Vanguard
Industry Financial Services
Experience
Vanguard December 2012 - Present
G-Entry Principles 2012 - Present
School District of Cheltenham Township December 2011 - Present
Driven Brands / Maaco January 2010 - 2012
Campbell Soup Co April 2007 - June 2009
SEI Investments 2002 - 2005
Skills
Business Strategy, Business Planning, Financial Modeling, Strategy, Financial Analysis, Leadership, Private Equity, Strategic Planning
Education
University of Pennsylvania - The Wharton School 2005 — 2007
Massachusetts Institute of Technology
Vanguard December 2012 - Present
G-Entry Principles 2012 - Present
School District of Cheltenham Township December 2011 - Present
Driven Brands / Maaco January 2010 - 2012
Campbell Soup Co April 2007 - June 2009
SEI Investments 2002 - 2005
Skills
Business Strategy, Business Planning, Financial Modeling, Strategy, Financial Analysis, Leadership, Private Equity, Strategic Planning
Education
University of Pennsylvania - The Wharton School 2005 — 2007
Massachusetts Institute of Technology
Donal Botkin's SEI Investments Experience March 1990 - April 1995
Job Director of Research at The Research Advantage
Industry Research
Experience
The Research Advantage January 1995 - Present
TouchstoneSearch 2005 - Present
ParkingCarma 2004 - 2006
SEI Investments March 1990 - April 1995
Russell Investment Group August 1980 - March 1990
Frank Russell International, London, England 1980 - 1990
Citi Group May 1976 - July 1980
United States Navy August 1968 - August 1972
Skills
Strategy, Investments, Management, Finance, Mutual Funds, Investment Strategies, Forecasting, Research, Alternative Investments, Asset Allocation, Asset Management, Investment Management, Equities, Software Documentation, Portfolio Management
Education
Tulane University - A.B. Freeman School of Business 1973 — 1976
MBA, Finance
Tulane University Law School 1972 — 1976
JD, Law
Louisiana State University 1963 — 1968
B.S., Industrial Technology, Business
The Research Advantage January 1995 - Present
TouchstoneSearch 2005 - Present
ParkingCarma 2004 - 2006
SEI Investments March 1990 - April 1995
Russell Investment Group August 1980 - March 1990
Frank Russell International, London, England 1980 - 1990
Citi Group May 1976 - July 1980
United States Navy August 1968 - August 1972
Skills
Strategy, Investments, Management, Finance, Mutual Funds, Investment Strategies, Forecasting, Research, Alternative Investments, Asset Allocation, Asset Management, Investment Management, Equities, Software Documentation, Portfolio Management
Education
Tulane University - A.B. Freeman School of Business 1973 — 1976
MBA, Finance
Tulane University Law School 1972 — 1976
JD, Law
Louisiana State University 1963 — 1968
B.S., Industrial Technology, Business
Sharon Bonas's SEI Investments Experience 1993 - 2000
Job Senior Procurement & Vendor Manager
Industry Financial Services
Experience
BNP Paribas 2010 - July 2012
BNP Paribas 2008 - 2010
BNP Paribas 2004 - 2008
CooperNeff Advisors 2000 - 2004
SEI Investments 1993 - 2000
The Camera Shop, Inc./Visual Sound Co January 1988 - January 1993
Skills
Procurement, Vendor Management..., Purchase Management, IT Procurement, Banking
Education
Penn State University
Bachelor of Science, Business Management
BNP Paribas 2010 - July 2012
BNP Paribas 2008 - 2010
BNP Paribas 2004 - 2008
CooperNeff Advisors 2000 - 2004
SEI Investments 1993 - 2000
The Camera Shop, Inc./Visual Sound Co January 1988 - January 1993
Skills
Procurement, Vendor Management..., Purchase Management, IT Procurement, Banking
Education
Penn State University
Bachelor of Science, Business Management
Derek Spittell's SEI Investments Experience April 2010 - December 2011
Job Senior IT Advisor
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Fidelity Investments January 2012 - June 2015
SEI Investments April 2010 - December 2011
SEI Investments June 2009 - September 2010
Merrill Lynch January 2008 - July 2008
Merrill Lynch January 2007 - July 2007
Aviva Life Insurance 2006 - 2006
Education
Northeastern University 2004 — 2009
The London School of Economics and Political Science (LSE) 2007 — 2007
LHS
LHS
Fidelity Investments June 2015 - Present
Fidelity Investments January 2012 - June 2015
SEI Investments April 2010 - December 2011
SEI Investments June 2009 - September 2010
Merrill Lynch January 2008 - July 2008
Merrill Lynch January 2007 - July 2007
Aviva Life Insurance 2006 - 2006
Education
Northeastern University 2004 — 2009
The London School of Economics and Political Science (LSE) 2007 — 2007
LHS
LHS
Scott Connell, CFA's SEI Investments Experience 1998 - 1999
Job Investor at Galibier Capital
Industry Investment Management
Experience
Galibier Capital Management Ltd September 2012 - Present
McLean Budden August 1999 - November 2011
SEI Investments 1998 - 1999
Canada Trust 1995 - 1996
Skills
Portfolio Management, Equity Research, Client Interfacing
Education
McMaster University 1990 — 1994
Bachelor of Commerce (B.Com.)
john f. ross
Galibier Capital Management Ltd September 2012 - Present
McLean Budden August 1999 - November 2011
SEI Investments 1998 - 1999
Canada Trust 1995 - 1996
Skills
Portfolio Management, Equity Research, Client Interfacing
Education
McMaster University 1990 — 1994
Bachelor of Commerce (B.Com.)
john f. ross
Gavin Hontz's SEI Investments Experience May 2000 - July 2004
Job Recent Graduate of Temple University's Community and Regional Planning Master's Program
Industry Higher Education
Experience
Self-Employed March 2005 - Present
Long & Foster Companies August 2004 - December 2010
SEI Investments May 2000 - July 2004
Education
Temple University 2009 — 2011
Master of Science (M.S.), City/Urban, Community and Regional Planning
Muhlenberg College 1994 — 1998
Bachelor of Arts (B.A.), Social Sciences
Self-Employed March 2005 - Present
Long & Foster Companies August 2004 - December 2010
SEI Investments May 2000 - July 2004
Education
Temple University 2009 — 2011
Master of Science (M.S.), City/Urban, Community and Regional Planning
Muhlenberg College 1994 — 1998
Bachelor of Arts (B.A.), Social Sciences
Mark Clewett's SEI Investments Experience November 1990 - December 1996
Job Managing Partner Institutional Sales at Conestoga Capital Advisors LLC
Industry Investment Management
Experience
Conestoga Capital Advisors LLC January 2006 - Present
Delaware Investments January 1997 - December 2005
SEI Investments November 1990 - December 1996
Skills
Investment Strategies
Education
Penn State University 1986 — 1990
Bachelor of Science (BS), Finance, General
Conestoga Capital Advisors LLC January 2006 - Present
Delaware Investments January 1997 - December 2005
SEI Investments November 1990 - December 1996
Skills
Investment Strategies
Education
Penn State University 1986 — 1990
Bachelor of Science (BS), Finance, General
Nick Filippo's SEI Investments Experience 1993 - 2002
Job VP Sales and Marketing at Tower Bridge Advisors
Industry Financial Services
Experience
Tower Bridge Advisors March 2012 - Present
Cipperman Compliance Services, LLC March 2009 - March 2012
Verdis Investment Management 2006 - 2008
Preferred Client Group January 2003 - May 2006
SEI Investments 1993 - 2002
PaineWebber June 1990 - December 1992
IBM 1981 - 1989
Skills
Mutual Funds, Investments, Investment Advisory, Financial Services, Asset Managment
Education
Northwestern University - Kellogg School of Management 1988 — 1990
MBA, Finance
The University of Chicago 1977 — 1981
B.A., Mathematics
Tower Bridge Advisors March 2012 - Present
Cipperman Compliance Services, LLC March 2009 - March 2012
Verdis Investment Management 2006 - 2008
Preferred Client Group January 2003 - May 2006
SEI Investments 1993 - 2002
PaineWebber June 1990 - December 1992
IBM 1981 - 1989
Skills
Mutual Funds, Investments, Investment Advisory, Financial Services, Asset Managment
Education
Northwestern University - Kellogg School of Management 1988 — 1990
MBA, Finance
The University of Chicago 1977 — 1981
B.A., Mathematics
Fran Egan's SEI Investments Experience August 1999 - June 2002
Job Manager, Valuation Services at Wipfli LLP
Industry Financial Services
Experience
Wipfli LLP September 2015 - Present
HealthCare Appraisers, Inc. November 2010 - August 2015
Financial Research Associates March 2005 - October 2010
Radian June 2002 - March 2005
SEI Investments August 1999 - June 2002
Education
Penn State University 1995 — 1999
Wipfli LLP September 2015 - Present
HealthCare Appraisers, Inc. November 2010 - August 2015
Financial Research Associates March 2005 - October 2010
Radian June 2002 - March 2005
SEI Investments August 1999 - June 2002
Education
Penn State University 1995 — 1999
Matthew Brushwood, Esq.'s SEI Investments Experience April 2006 - July 2008
Job Attorney at Phelan Hallinan, LLP
Industry Law Practice
Experience
Phelan Hallinan, LLP February 2012 - Present
Campbell & Levine, LLC July 2008 - February 2012
SEI Investments April 2006 - July 2008
International Raw Materials Ltd. October 2004 - April 2006
Augustinian Volunteers August 2003 - July 2004
Skills
Legal Writing, Courts, Lexis, Legal Research, Litigation, Bankruptcy, Westlaw, Commercial Litigation, Civil Litigation, Business Litigation, Creditors' Rights, Appeals, Class Actions, Arbitration, Hearings, Trials, Legal Issues, Corporate Law, Corporate Governance
Education
Widener University School of Law 2006 — 2010
Juris Doctorate
Penn State University 1999 — 2003
B.S., Economics - Smeal College of Business
Malvern Preparatory School 1996 — 1999
Phelan Hallinan, LLP February 2012 - Present
Campbell & Levine, LLC July 2008 - February 2012
SEI Investments April 2006 - July 2008
International Raw Materials Ltd. October 2004 - April 2006
Augustinian Volunteers August 2003 - July 2004
Skills
Legal Writing, Courts, Lexis, Legal Research, Litigation, Bankruptcy, Westlaw, Commercial Litigation, Civil Litigation, Business Litigation, Creditors' Rights, Appeals, Class Actions, Arbitration, Hearings, Trials, Legal Issues, Corporate Law, Corporate Governance
Education
Widener University School of Law 2006 — 2010
Juris Doctorate
Penn State University 1999 — 2003
B.S., Economics - Smeal College of Business
Malvern Preparatory School 1996 — 1999
Sean Cunniffe's SEI Investments Experience January 2008 - January 2008
Job Practice Manager in the Department of Surgery at Boston Medical Center
Industry Hospital & Health Care
Experience
Boston Medical Center (BMC) June 2015 - Present
Boston Medical Center (BMC) February 2015 - June 2015
Boston Medical Center (BMC) May 2014 - February 2015
Boston Medical Center February 2013 - May 2014
Spaulding Cambridge May 2012 - April 2014
Faulkner Hospital June 2007 - May 2012
MEDITECH August 2008 - May 2010
Hanover Fire Dept January 2005 - January 2010
SEI Investments January 2008 - January 2008
Eascare Ambulance LLC May 2005 - July 2007
Skills
Healthcare Information..., Meditech, Microsoft Word, Software Implementation, Hospitals, Customer Service, Healthcare Management, Project Management, Clinical Research, Outlook, Cpr Certified, Epic Systems, Training, CPR Certified, Inpatient
Education
Simmons College - Simmons School of Management 2013 — 2015
Master of Business Administration (M.B.A.), Health/Health Care Administration/Management
MGH Institute of Health Professions 2010 — 2013
BSN,MSN, Nursing
Stonehill College 2004 — 2008
Bachelors, International Business, English
University College Dublin 2007 — 2007
Business
Boston Medical Center (BMC) June 2015 - Present
Boston Medical Center (BMC) February 2015 - June 2015
Boston Medical Center (BMC) May 2014 - February 2015
Boston Medical Center February 2013 - May 2014
Spaulding Cambridge May 2012 - April 2014
Faulkner Hospital June 2007 - May 2012
MEDITECH August 2008 - May 2010
Hanover Fire Dept January 2005 - January 2010
SEI Investments January 2008 - January 2008
Eascare Ambulance LLC May 2005 - July 2007
Skills
Healthcare Information..., Meditech, Microsoft Word, Software Implementation, Hospitals, Customer Service, Healthcare Management, Project Management, Clinical Research, Outlook, Cpr Certified, Epic Systems, Training, CPR Certified, Inpatient
Education
Simmons College - Simmons School of Management 2013 — 2015
Master of Business Administration (M.B.A.), Health/Health Care Administration/Management
MGH Institute of Health Professions 2010 — 2013
BSN,MSN, Nursing
Stonehill College 2004 — 2008
Bachelors, International Business, English
University College Dublin 2007 — 2007
Business
Asheq Fazlullah's SEI Investments Experience 1994 - 1996
Job Principal at Sabr Capital
Industry Investment Management
Experience
Sabr Capital 2011 - Present
KBC Financial Products USA Inc. 2006 - 2010
JPMorgan 2005 - 2006
Hartford Investment Management Company 2002 - 2005
Charter Research, a Standard & Poor's company 1998 - 2002
Brown Brothers Harriman 1996 - 1998
SEI Investments 1994 - 1996
Skills
Fixed Income, Derivatives, Equities, Securitization, CMBS, FX Options, Funding, Emerging Markets, Real Estate, Capital Markets, Hedge Funds, Structured Products, Alternative Investments, Asset Management, Valuation, Securities, Portfolio Management, Structured Finance, Bloomberg, Investment Banking
Education
Penn State University
BS, Economics
Sabr Capital 2011 - Present
KBC Financial Products USA Inc. 2006 - 2010
JPMorgan 2005 - 2006
Hartford Investment Management Company 2002 - 2005
Charter Research, a Standard & Poor's company 1998 - 2002
Brown Brothers Harriman 1996 - 1998
SEI Investments 1994 - 1996
Skills
Fixed Income, Derivatives, Equities, Securitization, CMBS, FX Options, Funding, Emerging Markets, Real Estate, Capital Markets, Hedge Funds, Structured Products, Alternative Investments, Asset Management, Valuation, Securities, Portfolio Management, Structured Finance, Bloomberg, Investment Banking
Education
Penn State University
BS, Economics
Jason van Brackel's SEI Investments Experience December 2010 - April 2013
Job Sr. Software Developer at Apprenda Inc.
Industry Information Technology and Services
Experience
Apprenda Inc. April 2013 - Present
LiquidHub October 2011 - April 2013
SEI Investments December 2010 - April 2013
LiquidHub February 2011 - October 2011
e-brilliance December 2010 - February 2011
iCentral August 2010 - January 2011
United BioSource Corporation April 2010 - August 2010
Micro Endeavors, Inc. December 2008 - August 2010
ViroPharma Incorporated January 2009 - April 2010
Faithful Ventures, LLC. 2007 - 2009
Skills
Microsoft SQL Server, Business Intelligence, Software Development, .NET, C#, ASP.NET, jQuery, Web Applications, SSIS, SSRS, Visual Basic, Project Management, Data Modeling, Architecture, ETL, Business Strategy, Strategy, Agile Methodologies, SDLC, SharePoint, HTML, Requirements Analysis, IT Strategy, Scrum, Web Services, XML, Enterprise Architecture, Database Design, T-SQL, Software Project..., Visual Studio, SOA, WCF, VB.NET, ASP.NET MVC, Agile Project Management, IIS, Databases, SQL, LINQ, Software Design, JavaScript, TFS, Application Architecture, AJAX, Test Driven Development, Oracle, UML, ADO.NET, REST
Education
Messiah College 1998 — 2002
BA, Computer Science
Chesapeake High School 1994 — 1998
Diploma
Apprenda Inc. April 2013 - Present
LiquidHub October 2011 - April 2013
SEI Investments December 2010 - April 2013
LiquidHub February 2011 - October 2011
e-brilliance December 2010 - February 2011
iCentral August 2010 - January 2011
United BioSource Corporation April 2010 - August 2010
Micro Endeavors, Inc. December 2008 - August 2010
ViroPharma Incorporated January 2009 - April 2010
Faithful Ventures, LLC. 2007 - 2009
Skills
Microsoft SQL Server, Business Intelligence, Software Development, .NET, C#, ASP.NET, jQuery, Web Applications, SSIS, SSRS, Visual Basic, Project Management, Data Modeling, Architecture, ETL, Business Strategy, Strategy, Agile Methodologies, SDLC, SharePoint, HTML, Requirements Analysis, IT Strategy, Scrum, Web Services, XML, Enterprise Architecture, Database Design, T-SQL, Software Project..., Visual Studio, SOA, WCF, VB.NET, ASP.NET MVC, Agile Project Management, IIS, Databases, SQL, LINQ, Software Design, JavaScript, TFS, Application Architecture, AJAX, Test Driven Development, Oracle, UML, ADO.NET, REST
Education
Messiah College 1998 — 2002
BA, Computer Science
Chesapeake High School 1994 — 1998
Diploma
Andy Rickert, CFA's SEI Investments Experience June 1994 - December 1995
Job Treasurer at CBASS
Industry Financial Services
Experience
C-BASS February 2006 - Present
JPMorgan Chase December 1995 - February 2006
SEI Investments June 1994 - December 1995
Education
Villanova University 1994 — 1997
Penn State University 1989 — 1993
BS, Finance
C-BASS February 2006 - Present
JPMorgan Chase December 1995 - February 2006
SEI Investments June 1994 - December 1995
Education
Villanova University 1994 — 1997
Penn State University 1989 — 1993
BS, Finance
Meenakshi Meel's SEI Investments Experience 2003 - Present
Job Senior Program Manager at SEI Investments
Industry Computer Software
Experience
SEI Investments 2003 - Present
Fidelity Investments 2000 - 2001
Skills
SDLC, Software Project..., Requirements Analysis, Vendor Management, Agile Methodologies, Business Analysis, PMP, Global Delivery, Data Warehousing, Requirements Gathering, Solution Architecture, Business Requirements, Enterprise Architecture, Agile Project Management, Program Management, Project Planning, Project Management, Integration, IT Strategy, Business Process, Solution Architecture,..., Scaled Agile...
Education
Malaviya National Insitute of Technology Jaipur 1991 — 1995
B.E, Electronics & Communication Engineering
SEI Investments 2003 - Present
Fidelity Investments 2000 - 2001
Skills
SDLC, Software Project..., Requirements Analysis, Vendor Management, Agile Methodologies, Business Analysis, PMP, Global Delivery, Data Warehousing, Requirements Gathering, Solution Architecture, Business Requirements, Enterprise Architecture, Agile Project Management, Program Management, Project Planning, Project Management, Integration, IT Strategy, Business Process, Solution Architecture,..., Scaled Agile...
Education
Malaviya National Insitute of Technology Jaipur 1991 — 1995
B.E, Electronics & Communication Engineering
Keith Cadden, CFP®'s SEI Investments Experience March 1998 - April 2008
Job Private Banking USA at Credit Suisse
Industry Financial Services
Experience
Credit Suisse November 2008 - Present
SEI Investments March 1998 - April 2008
Education
Lycoming College 1993 — 1997
Credit Suisse November 2008 - Present
SEI Investments March 1998 - April 2008
Education
Lycoming College 1993 — 1997
Bernice Morgan's SEI Investments Experience July 2005 - October 2008
Job GWP Technical Sales at SEI
Industry Financial Services
Experience
Deloitte February 2015 - Present
SEI June 2012 - February 2015
SEI November 1987 - February 2015
SEI February 2010 - June 2012
SEI Investments July 2005 - October 2008
SEI Investments 1987 - 2008
SEI Investments November 1987 - July 2005
Skills
Portfolio Management, Middle Office, Hedge Funds, Alternative Investments, Securities, Corporate Actions, Investment Strategies, Asset Allocation, Series 63, Investment Management
Education
Penn State University 1983 — 1987
BS, Finance
conestoga senior high school
High School Diploma
University of Pennsylvania
MLA
Deloitte February 2015 - Present
SEI June 2012 - February 2015
SEI November 1987 - February 2015
SEI February 2010 - June 2012
SEI Investments July 2005 - October 2008
SEI Investments 1987 - 2008
SEI Investments November 1987 - July 2005
Skills
Portfolio Management, Middle Office, Hedge Funds, Alternative Investments, Securities, Corporate Actions, Investment Strategies, Asset Allocation, Series 63, Investment Management
Education
Penn State University 1983 — 1987
BS, Finance
conestoga senior high school
High School Diploma
University of Pennsylvania
MLA
Colleen Miles Lunsford's SEI Investments Experience July 2008 - June 2013
Job Senior Stylist at Stella & Dot
Industry Financial Services
Experience
Stella & Dot June 2010 - Present
SEI Investments July 2008 - June 2013
SEI Investments July 2007 - March 2011
BlackRock 2002 - 2006
Education
Mount St. Mary's University 1993 — 1997
Stella & Dot June 2010 - Present
SEI Investments July 2008 - June 2013
SEI Investments July 2007 - March 2011
BlackRock 2002 - 2006
Education
Mount St. Mary's University 1993 — 1997
Praveen Kayappurath's SEI Investments Experience February 2005 - October 2013
Job Data Management Specialist at Guidewire Software
Industry Information Technology and Services
Experience
Guidewire Software April 2014 - Present
IMS Health October 2013 - 2014
SEI Investments February 2005 - October 2013
Skills
SDLC, Software Project..., Unix Shell Scripting, PL/SQL, Requirements Analysis, Oracle
Education
National Institute of Technology Calicut 1991 — 1995
Guidewire Software April 2014 - Present
IMS Health October 2013 - 2014
SEI Investments February 2005 - October 2013
Skills
SDLC, Software Project..., Unix Shell Scripting, PL/SQL, Requirements Analysis, Oracle
Education
National Institute of Technology Calicut 1991 — 1995
R.J. Scholz's SEI Investments Experience May 1993 - July 1995
Job Vice President at Princeton Capital Management, Inc.
Industry Investment Management
Experience
Princeton Capital Management, Inc. July 1995 - Present
SEI Investments May 1993 - July 1995
Education
Lynchburg College 1985 — 1989
Princeton Capital Management, Inc. July 1995 - Present
SEI Investments May 1993 - July 1995
Education
Lynchburg College 1985 — 1989
Roderick Ward's SEI Investments Experience June 1998 - July 2000
Job Vice President Commercial Real Estate Lending at DNB First
Industry Commercial Real Estate
Experience
DNB First August 2012 - Present
Ward Ventures, LLC 2009 - Present
Gahnas Sportswear June 2007 - 2014
The Reinvestment Fund August 2011 - August 2012
Nova Bank February 2008 - November 2009
Stonebridge Bank January 2003 - January 2008
ATC International August 2000 - December 2002
SEI Investments June 1998 - July 2000
Skills
Commercial Lending, Credit, Commercial Mortgages, Loans, Investments, Financial Analysis, Real Estate, Finance
Education
Muhlenberg College 1994 — 1998
Newport School 1982 — 1994
DNB First August 2012 - Present
Ward Ventures, LLC 2009 - Present
Gahnas Sportswear June 2007 - 2014
The Reinvestment Fund August 2011 - August 2012
Nova Bank February 2008 - November 2009
Stonebridge Bank January 2003 - January 2008
ATC International August 2000 - December 2002
SEI Investments June 1998 - July 2000
Skills
Commercial Lending, Credit, Commercial Mortgages, Loans, Investments, Financial Analysis, Real Estate, Finance
Education
Muhlenberg College 1994 — 1998
Newport School 1982 — 1994
Sargon Sarkis's SEI Investments Experience 1993 - 1996
Job Software Engineer at Thomson Reuters
Industry Information Technology and Services
Experience
Thomson Reuters April 2010 - Present
Thomson Reuters April 2004 - Present
Visibillity April 2003 - April 2004
St. Paul Companies (formerly MMI Companies) May 2001 - April 2003
Softchoice November 1997 - March 2001
SEI Investments 1993 - 1996
Skills
Databases, Analytics, CRM, SQL, Business Intelligence, ETL, Data Warehousing, VBA, Perl, Database Marketing, Informatica, Access, Python, Business Objects
Education
Loyola University of Chicago
BS, Finance
Thomson Reuters April 2010 - Present
Thomson Reuters April 2004 - Present
Visibillity April 2003 - April 2004
St. Paul Companies (formerly MMI Companies) May 2001 - April 2003
Softchoice November 1997 - March 2001
SEI Investments 1993 - 1996
Skills
Databases, Analytics, CRM, SQL, Business Intelligence, ETL, Data Warehousing, VBA, Perl, Database Marketing, Informatica, Access, Python, Business Objects
Education
Loyola University of Chicago
BS, Finance
Christopher Wenger's SEI Investments Experience February 2010 - November 2012
Job Director of Client Service Private Banking Wealth Platform
Industry Financial Services
Experience
SEI November 2012 - Present
SEI Investments February 2010 - November 2012
SEI Investments July 2005 - February 2010
sei investments 2002 - 2008
SEI Investments 2002 - 2007
Vanguard Group 1999 - 2002
Education
Pennsylvania State University-Great Valley Graduate Center 2005 — 2008
MLD, Masters in Leadership Development
Messiah College 1994 — 1999
BA, Political Science
SEI November 2012 - Present
SEI Investments February 2010 - November 2012
SEI Investments July 2005 - February 2010
sei investments 2002 - 2008
SEI Investments 2002 - 2007
Vanguard Group 1999 - 2002
Education
Pennsylvania State University-Great Valley Graduate Center 2005 — 2008
MLD, Masters in Leadership Development
Messiah College 1994 — 1999
BA, Political Science
Mike Josefowski's SEI Investments Experience 1999 - 2004
Job Sales Representative at American Marketing Company
Industry Marketing and Advertising
Experience
American Marketing Company January 2006 - Present
SEI Investments 1999 - 2004
Skills
Account Management, Cold Calling, Customer Satisfaction, Direct Marketing, Marketing Strategy, New Business Development, Product Launch, Retail, Sales Management, Sales Presentations
Education
Penn State University 1996 — 1997
American Marketing Company January 2006 - Present
SEI Investments 1999 - 2004
Skills
Account Management, Cold Calling, Customer Satisfaction, Direct Marketing, Marketing Strategy, New Business Development, Product Launch, Retail, Sales Management, Sales Presentations
Education
Penn State University 1996 — 1997
Shiny Thomas's SEI Investments Experience June 2010 - Present
Job NTT Data Principal Consultant at SEI Investments
Industry Computer Software
Experience
SEI Investments June 2010 - Present
SEI Investments September 2004 - November 2010
American College of Radiology October 1998 - May 2003
Skills
Microsoft SQL Server, Software Development, Software Documentation, Program Management, Databases, Analysis, Oracle, Testing, Requirements Analysis, Software Project...
Education
Nagpur University 1993 — 1994
BS, Education
Nagpur University 1990 — 1993
BS, Computer Science
SEI Investments June 2010 - Present
SEI Investments September 2004 - November 2010
American College of Radiology October 1998 - May 2003
Skills
Microsoft SQL Server, Software Development, Software Documentation, Program Management, Databases, Analysis, Oracle, Testing, Requirements Analysis, Software Project...
Education
Nagpur University 1993 — 1994
BS, Education
Nagpur University 1990 — 1993
BS, Computer Science
Michele Mast's SEI Investments Experience June 1995 - November 1997
Job IT Business Relationship Manager at Quest Diagnostics
Industry Financial Services
Experience
Quest Diagnostics July 2014 - Present
Philadelphia Women's Lacrosse Umpires Association 2008 - Present
Quest Diagnostics April 2013 - July 2014
Quest Diagnostics May 2010 - April 2013
SEI November 1997 - March 2010
SEI Investments June 1995 - November 1997
Penn State University January 1993 - June 1995
Skills
Securities, Asset Management, Strategic Planning, Financial Services, Relationship Management, Cash Management, Executive Management, Strategic Financial..., Mutual Funds, Wealth Management, Vendor Management, Asset Managment, Project Management, Product Development, Product Management, Management, Budgets
Education
Villanova University 1996 — 1997
Certificate, Financial Technology
Penn State University 1985 — 1992
BS, Science, with Computer Science emphasis
Quest Diagnostics July 2014 - Present
Philadelphia Women's Lacrosse Umpires Association 2008 - Present
Quest Diagnostics April 2013 - July 2014
Quest Diagnostics May 2010 - April 2013
SEI November 1997 - March 2010
SEI Investments June 1995 - November 1997
Penn State University January 1993 - June 1995
Skills
Securities, Asset Management, Strategic Planning, Financial Services, Relationship Management, Cash Management, Executive Management, Strategic Financial..., Mutual Funds, Wealth Management, Vendor Management, Asset Managment, Project Management, Product Development, Product Management, Management, Budgets
Education
Villanova University 1996 — 1997
Certificate, Financial Technology
Penn State University 1985 — 1992
BS, Science, with Computer Science emphasis
Mike Walsh, CFA's SEI Investments Experience June 1992 - May 1995
Job SVP, Head of Sales at DPC DATA Inc.
Industry Financial Services
Experience
DPC DATA Inc. September 2014 - Present
Moody's Analytics December 2002 - August 2014
Lehman Brothers November 2000 - November 2002
IntraLinks September 1999 - November 2000
Bloomberg May 1995 - September 1999
SEI Investments June 1992 - May 1995
Skills
Capital Markets, Analytics, Hedge Funds, Portfolio Management, Financial Modeling, Bloomberg, Fixed Income, Financial Services, Equities, Financial Risk, Strategy, Salesforce.com, Banking, Risk Management, Finance, Credit Risk
Education
Penn State University 1987 — 1992
DPC DATA Inc. September 2014 - Present
Moody's Analytics December 2002 - August 2014
Lehman Brothers November 2000 - November 2002
IntraLinks September 1999 - November 2000
Bloomberg May 1995 - September 1999
SEI Investments June 1992 - May 1995
Skills
Capital Markets, Analytics, Hedge Funds, Portfolio Management, Financial Modeling, Bloomberg, Fixed Income, Financial Services, Equities, Financial Risk, Strategy, Salesforce.com, Banking, Risk Management, Finance, Credit Risk
Education
Penn State University 1987 — 1992
PALLAVI MARTIN's SEI Investments Experience March 2005 - Present
Job ETL Technical Lead at SEI investments
Industry Financial Services
Experience
SEI investments March 2005 - Present
Aavalar Consulting 2005 - Present
Skills
ETL, Informatica, Data Warehousing, Business Intelligence, Database Triggers, Oracle, SDLC, Software Project..., Requirements Analysis, Requirements Gathering, Testing, Databases, PL/SQL, Perl, SQL Tuning, Integration, Data Modeling, Unix Shell Scripting, Data Migration, Data Integration, Unix, SQL, DB2, Teradata, Database Design, Microsoft SQL Server, Data Marts, Business Objects, Business Intelligence..., Performance Tuning, Data Warehouse..., Dimensional Modeling, Enterprise Architecture, OBIEE, Solution Architecture, Master Data Management, Erwin, SOA
Education
Oklahoma City University
Masters, Computer Science
Osmania University
Masters
SEI investments March 2005 - Present
Aavalar Consulting 2005 - Present
Skills
ETL, Informatica, Data Warehousing, Business Intelligence, Database Triggers, Oracle, SDLC, Software Project..., Requirements Analysis, Requirements Gathering, Testing, Databases, PL/SQL, Perl, SQL Tuning, Integration, Data Modeling, Unix Shell Scripting, Data Migration, Data Integration, Unix, SQL, DB2, Teradata, Database Design, Microsoft SQL Server, Data Marts, Business Objects, Business Intelligence..., Performance Tuning, Data Warehouse..., Dimensional Modeling, Enterprise Architecture, OBIEE, Solution Architecture, Master Data Management, Erwin, SOA
Education
Oklahoma City University
Masters, Computer Science
Osmania University
Masters
Nathaniel Eber's SEI Investments Experience June 2007 - March 2009
Job Business Analyst at SEI
Industry Financial Services
Experience
SEI March 2012 - Present
SEI September 2010 - March 2012
SEI March 2009 - September 2010
SEI Investments June 2007 - March 2009
Skills
Accounting, Account Reconciliation, Management, Hedge Funds, Internal Controls, Investments, Due Diligence, Training, General Ledger, Trading, Investment Strategies, Pricing, Mutual Funds
Education
Neumann College 2002 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Neumann University
BS, Business Administration
SEI March 2012 - Present
SEI September 2010 - March 2012
SEI March 2009 - September 2010
SEI Investments June 2007 - March 2009
Skills
Accounting, Account Reconciliation, Management, Hedge Funds, Internal Controls, Investments, Due Diligence, Training, General Ledger, Trading, Investment Strategies, Pricing, Mutual Funds
Education
Neumann College 2002 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Neumann University
BS, Business Administration
Jordan Winick's SEI Investments Experience July 2010 - October 2011
Job Senior Associate Capital Markets and Accounting Advisory Services at PwC
Industry Accounting
Experience
PwC October 2014 - Present
PwC September 2011 - September 2014
SEI Investments July 2010 - October 2011
Skills
Auditing, Sarbanes-Oxley Act, SEC filings, US GAAP, Fund Accounting, Internal Audit, Financial Statements, Account Reconciliation, Corporate Finance, Private Equity, Financial Statement..., Tax, CPA, IFRS, Hedge Accounting, SEC Filings
Education
Penn State University 2006 — 2010
Bachelor's degree, Finance
PwC October 2014 - Present
PwC September 2011 - September 2014
SEI Investments July 2010 - October 2011
Skills
Auditing, Sarbanes-Oxley Act, SEC filings, US GAAP, Fund Accounting, Internal Audit, Financial Statements, Account Reconciliation, Corporate Finance, Private Equity, Financial Statement..., Tax, CPA, IFRS, Hedge Accounting, SEC Filings
Education
Penn State University 2006 — 2010
Bachelor's degree, Finance
Reshma Pawaskar's SEI Investments Experience 2011 - 2014
Job Sr. Business Analyst at Madison College
Industry Information Technology and Services
Experience
Madison College 2014 - Present
SEI Investments 2011 - 2014
RBS Sempra Commodities 2009 - 2011
Fannie Mae 2008 - 2009
State Street 2007 - 2008
Merrill Lynch 2006 - 2007
Skills
Data Migration, SQL, Business Analysis, Requirements Analysis, Business Intelligence, SDLC, Data Warehousing
Education
New York Institute of Technology 2004 — 2006
MBA
Madison College 2014 - Present
SEI Investments 2011 - 2014
RBS Sempra Commodities 2009 - 2011
Fannie Mae 2008 - 2009
State Street 2007 - 2008
Merrill Lynch 2006 - 2007
Skills
Data Migration, SQL, Business Analysis, Requirements Analysis, Business Intelligence, SDLC, Data Warehousing
Education
New York Institute of Technology 2004 — 2006
MBA
Poornima Gopalakrishnan's SEI Investments Experience September 2006 - May 2009
Job Sr. Product Manager at Danaher
Industry Medical Devices
Experience
Danaher February 2014 - Present
Danaher July 2011 - December 2013
Corning Incorporated May 2010 - August 2010
SEI Investments September 2006 - May 2009
Tata Consultancy Services August 2004 - May 2009
Tata Consultancy Services February 2006 - September 2006
Skills
Product Management, Cross-functional Team..., Business Analysis, Competitive Analysis, Business Strategy, Financial Modeling, Project Management, Strategy, Product Development, Analytics, Market Research, Data Analysis, Training, Leadership, Telecommunications
Education
University of Virginia - Darden Graduate School of Business Administration 2009 — 2011
MBA, General Management; Strategy
Osmania University 2000 — 2004
BE, Computer Science
St Ann's High School 1988 — 1998
Danaher February 2014 - Present
Danaher July 2011 - December 2013
Corning Incorporated May 2010 - August 2010
SEI Investments September 2006 - May 2009
Tata Consultancy Services August 2004 - May 2009
Tata Consultancy Services February 2006 - September 2006
Skills
Product Management, Cross-functional Team..., Business Analysis, Competitive Analysis, Business Strategy, Financial Modeling, Project Management, Strategy, Product Development, Analytics, Market Research, Data Analysis, Training, Leadership, Telecommunications
Education
University of Virginia - Darden Graduate School of Business Administration 2009 — 2011
MBA, General Management; Strategy
Osmania University 2000 — 2004
BE, Computer Science
St Ann's High School 1988 — 1998
Poornima Gopalakrishnan's SEI Investments Experience September 2006 - Present
Job Data Developer at Tata Consultancy Services Limited
Industry Information Technology and Services
Experience
SEI Investments September 2006 - Present
TCS August 2004 - Present
Education
Osmania University 2000 — 2004
BE, Computer Science
SEI Investments September 2006 - Present
TCS August 2004 - Present
Education
Osmania University 2000 — 2004
BE, Computer Science
Deborah A. Player's SEI Investments Experience September 2000 - February 2003
Job Finance and Accounting Recruiting Manager at Robert Half Finance & Accounting
Industry Management Consulting
Experience
Robert Half Finance & Accounting February 2015 - Present
Robert Half Accountemps, Salaried Professionals June 2012 - November 2014
Pierrel Research USA, Inc. September 2007 - January 2012
Research Pharmaceutical Services February 2003 - September 2007
SEI Investments September 2000 - February 2003
Unisys May 1997 - September 2000
Aetna July 1995 - May 1997
Univest January 1994 - July 1995
Skills
Financial Analysis, Budgeting/ Forecasting, Cost Management, Payroll Management, SOP Development, Cash Management, Financial Auditing, AR/AP Management, Training/Mentoring, Recruitment/Staffing, Business Process..., Client Relationship..., Cost Control, Cost Containment, Billing, Invoicing Management, Information Technology..., Vendor/Client..., Revenue..., Solomon Business..., Oracle, Business Portal Dash..., Great Plains
Education
Penn State University 1988 — 1992
Bachelor of Science, Business Management
Robert Half Finance & Accounting February 2015 - Present
Robert Half Accountemps, Salaried Professionals June 2012 - November 2014
Pierrel Research USA, Inc. September 2007 - January 2012
Research Pharmaceutical Services February 2003 - September 2007
SEI Investments September 2000 - February 2003
Unisys May 1997 - September 2000
Aetna July 1995 - May 1997
Univest January 1994 - July 1995
Skills
Financial Analysis, Budgeting/ Forecasting, Cost Management, Payroll Management, SOP Development, Cash Management, Financial Auditing, AR/AP Management, Training/Mentoring, Recruitment/Staffing, Business Process..., Client Relationship..., Cost Control, Cost Containment, Billing, Invoicing Management, Information Technology..., Vendor/Client..., Revenue..., Solomon Business..., Oracle, Business Portal Dash..., Great Plains
Education
Penn State University 1988 — 1992
Bachelor of Science, Business Management
Michael Fydenkevez's SEI Investments Experience July 2007 - July 2012
Job Investment Risk Manager at Standard Life Investments
Industry Investment Management
Experience
Standard Life Investments November 2013 - Present
Stride Capital Group August 2013 - September 2013
SEI Investments July 2007 - July 2012
NVR, Inc. June 2006 - June 2007
Education
MIT 2012 — 2013
Master of Finance
Villanova University 2008 — 2010
Master of Business Administration (MBA)
Villanova University 2002 — 2006
Bachelor of Science (BS), Finance
Standard Life Investments November 2013 - Present
Stride Capital Group August 2013 - September 2013
SEI Investments July 2007 - July 2012
NVR, Inc. June 2006 - June 2007
Education
MIT 2012 — 2013
Master of Finance
Villanova University 2008 — 2010
Master of Business Administration (MBA)
Villanova University 2002 — 2006
Bachelor of Science (BS), Finance
Noreen Crowe's SEI Investments Experience September 2000 - January 2004
Job Director of Product Management at eFront
Industry Computer Software
Experience
eFront January 2013 - Present
Linedata Services January 2004 - January 2013
SEI Investments September 2000 - January 2004
Northeast Investment Management September 1997 - September 2000
Boston Safe Deposit & Trust Co. (BNY Mellon) May 1994 - September 1997
Skills
Hedge Funds, Alternative Investments, Mutual Funds, Equities, Financial Services, Asset Managment, Business Analysis, Securities, Investments, Product Management, Asset Management, Management, Private Equity
Education
National University of Ireland, Galway 1991 — 1993
LLB, Law
National University of Ireland, Galway 1988 — 1991
BA, Economics, Law
eFront January 2013 - Present
Linedata Services January 2004 - January 2013
SEI Investments September 2000 - January 2004
Northeast Investment Management September 1997 - September 2000
Boston Safe Deposit & Trust Co. (BNY Mellon) May 1994 - September 1997
Skills
Hedge Funds, Alternative Investments, Mutual Funds, Equities, Financial Services, Asset Managment, Business Analysis, Securities, Investments, Product Management, Asset Management, Management, Private Equity
Education
National University of Ireland, Galway 1991 — 1993
LLB, Law
National University of Ireland, Galway 1988 — 1991
BA, Economics, Law
Mardi (Oliver) Turner's SEI Investments Experience 1976 - 1988
Job Project Mgr/Senior Analyst at Oakbrook Solutions
Industry Banking
Experience
Oakbrook Solutions November 2003 - Present
JPMorgan Chase 1995 - Present
JPMORGAN CHASE BANK 1995 - Present
Fidelity Investments 1995 - 1997
Premier Solutions 1994 - 1995
IMIS 1994 - 1995
Sanchez Computer Associates 1993 - 1994
SEI Investments 1976 - 1988
SEI Corporation, Valley Forge, PA 1976 - 1988
Education
Rider University 1972 — 1975
MBA, Organizational Behavior
Northwestern University 1965 — 1966
BA, Mathematics
Oakbrook Solutions November 2003 - Present
JPMorgan Chase 1995 - Present
JPMORGAN CHASE BANK 1995 - Present
Fidelity Investments 1995 - 1997
Premier Solutions 1994 - 1995
IMIS 1994 - 1995
Sanchez Computer Associates 1993 - 1994
SEI Investments 1976 - 1988
SEI Corporation, Valley Forge, PA 1976 - 1988
Education
Rider University 1972 — 1975
MBA, Organizational Behavior
Northwestern University 1965 — 1966
BA, Mathematics
Mike Rowlinson's SEI Investments Experience Network engineerICI AmericasJuly 1980 - September 1996
Job Network engineer at SEI Investments
Industry Financial Services
Experience
SEI Investments Network engineerICI AmericasJuly 1980 - September 1996
Skills
Disaster Recovery
Education
Miami Dade College 1975 — 1977
as, Computer science
SEI Investments Network engineerICI AmericasJuly 1980 - September 1996
Skills
Disaster Recovery
Education
Miami Dade College 1975 — 1977
as, Computer science
Laura Zawistowski's SEI Investments Experience January 2006 - May 2008
Job Associate BlackRock Financial Management
Industry Financial Services
Experience
BlackRock February 2011 - Present
Pershing January 2010 - February 2011
Morgan Stanley Investment Management May 2008 - June 2009
SEI Investments January 2006 - May 2008
A.C. Moore 1997 - 2005
Skills
Mutual Funds, Fixed Income, Derivatives, Account Reconciliation, Valuation, Bloomberg, Asset Managment, Equities, Securities, Asset Allocation, Alternative Investments, Fund Accounting
Education
Penn State University 1999 — 2005
BSB, Business/Marketing
BlackRock February 2011 - Present
Pershing January 2010 - February 2011
Morgan Stanley Investment Management May 2008 - June 2009
SEI Investments January 2006 - May 2008
A.C. Moore 1997 - 2005
Skills
Mutual Funds, Fixed Income, Derivatives, Account Reconciliation, Valuation, Bloomberg, Asset Managment, Equities, Securities, Asset Allocation, Alternative Investments, Fund Accounting
Education
Penn State University 1999 — 2005
BSB, Business/Marketing
Jeffrey Sparling, EA, CFA's SEI Investments Experience October 2004 - November 2008
Job Senior Investment Consultant at Vanguard
Industry Investment Management
Experience
Vanguard December 2008 - Present
SEI Investments October 2004 - November 2008
Watson Wyatt Worldwide August 1999 - October 2004
Skills
Asset Allocation, Portfolio Optimization, Investment Strategies, Portfolio Management, Defined Benefit, Nonprofit Consulting, CFA, Enrolled Actuary, Series 6, Series 63, Investment Advisory, Strategic Consulting, HR Consulting, Liability Driven..., Institutional Investors, Institutional Sales, Actuarial Consulting, Pensions, Pension Funds, Non-profits, Investments, Investment Management, Mutual Funds, Series 7, Financial Advisory, Equities, Asset Management, Retirement, ALM
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (M.B.A.), Finance, General
Wharton School, University of Pennsylvania 2012 — 2014
Master of Business Administration (MBA)
Penn State University 2008 — 2009
Master's degree, Finance, General
The University of Texas at Austin 1993 — 1997
Bachelor's degree, Mathematics
Vanguard December 2008 - Present
SEI Investments October 2004 - November 2008
Watson Wyatt Worldwide August 1999 - October 2004
Skills
Asset Allocation, Portfolio Optimization, Investment Strategies, Portfolio Management, Defined Benefit, Nonprofit Consulting, CFA, Enrolled Actuary, Series 6, Series 63, Investment Advisory, Strategic Consulting, HR Consulting, Liability Driven..., Institutional Investors, Institutional Sales, Actuarial Consulting, Pensions, Pension Funds, Non-profits, Investments, Investment Management, Mutual Funds, Series 7, Financial Advisory, Equities, Asset Management, Retirement, ALM
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (M.B.A.), Finance, General
Wharton School, University of Pennsylvania 2012 — 2014
Master of Business Administration (MBA)
Penn State University 2008 — 2009
Master's degree, Finance, General
The University of Texas at Austin 1993 — 1997
Bachelor's degree, Mathematics
Lisa Nelson Ireton's SEI Investments Experience July 1998 - February 2008
Job .
Industry Marketing and Advertising
Experience
ZEROtoSIXTYetc April 2010 - Present
Lightbulb PR November 2013 - September 2015
Orange County Public Schools August 2014 - June 2015
.Com Marketing May 2012 - October 2013
Audubon Park Elementary School August 2008 - December 2012
SEI Investments July 1998 - February 2008
Communications, Ink December 1996 - July 1998
State Street Bank May 1995 - June 1996
State Street Bank October 1991 - January 1994
Skills
Advertising Management, Online Marketing, Brand Management, Business Strategy, Educational Technology, Educational Consulting, Social Media Marketing, Digital Marketing, New Business Development, Internet Strategy, Digital Media, Advertising, Marketing, Integrated Marketing, Marketing Strategy, PPC, Strategy, Online Advertising
Education
Mercer University 1982 — 1986
Communications/English
ZEROtoSIXTYetc April 2010 - Present
Lightbulb PR November 2013 - September 2015
Orange County Public Schools August 2014 - June 2015
.Com Marketing May 2012 - October 2013
Audubon Park Elementary School August 2008 - December 2012
SEI Investments July 1998 - February 2008
Communications, Ink December 1996 - July 1998
State Street Bank May 1995 - June 1996
State Street Bank October 1991 - January 1994
Skills
Advertising Management, Online Marketing, Brand Management, Business Strategy, Educational Technology, Educational Consulting, Social Media Marketing, Digital Marketing, New Business Development, Internet Strategy, Digital Media, Advertising, Marketing, Integrated Marketing, Marketing Strategy, PPC, Strategy, Online Advertising
Education
Mercer University 1982 — 1986
Communications/English
Jayaraj Elayath's SEI Investments Experience May 2004 - Present
Job Senior QA Lead at SEI Investments
Industry Information Technology and Services
Experience
SEI Investments May 2004 - Present
TCS July 1997 - Present
Education
University of Mumbai 1994 — 1997
Master of Computer Applications, Computer Applications
Mahatma Gandhi University 1990 — 1993
BSc Mathematics, Mathematics, Physics and Statistics
SEI Investments May 2004 - Present
TCS July 1997 - Present
Education
University of Mumbai 1994 — 1997
Master of Computer Applications, Computer Applications
Mahatma Gandhi University 1990 — 1993
BSc Mathematics, Mathematics, Physics and Statistics
David Lattanzi's SEI Investments Experience 2000 - 2003
Job Manager, Buildings and Sites Services at SaintGobain Corp
Industry Building Materials
Experience
Saint-Gobain 2003 - 2014
SEI Investments 2000 - 2003
Wilner Properties 2000 - 2000
Foulkeways At Gwynedd 1996 - 2000
Foulkeways at Gwynedd 1992 - 1996
Skills
Facilities Management, Preventive Maintenance, Building Materials, Continuous Improvement, 5S, Operations Management, Purchasing, Maintenance Management, Process Improvement, Inventory Management, Customer Service, Project Management, Negotiation, Strategic Planning
Education
Montgomery County Community College
Saint-Gobain 2003 - 2014
SEI Investments 2000 - 2003
Wilner Properties 2000 - 2000
Foulkeways At Gwynedd 1996 - 2000
Foulkeways at Gwynedd 1992 - 1996
Skills
Facilities Management, Preventive Maintenance, Building Materials, Continuous Improvement, 5S, Operations Management, Purchasing, Maintenance Management, Process Improvement, Inventory Management, Customer Service, Project Management, Negotiation, Strategic Planning
Education
Montgomery County Community College
Daniel Pyun's SEI Investments Experience April 2010 - February 2013
Job Fund Accountant at SEI
Industry Financial Services
Experience
BNY Mellon July 2014 - April 2015
SEI February 2013 - July 2014
SEI Investments April 2010 - February 2013
Skills
Financial Modeling, Investments, Financial Analysis, Microsoft Office, Financial Reporting, Process Improvement
Education
Penn State University 2004 — 2008
Bachelor's degree, Accounting
BNY Mellon July 2014 - April 2015
SEI February 2013 - July 2014
SEI Investments April 2010 - February 2013
Skills
Financial Modeling, Investments, Financial Analysis, Microsoft Office, Financial Reporting, Process Improvement
Education
Penn State University 2004 — 2008
Bachelor's degree, Accounting
Melissa Cusimano's SEI Investments Experience September 2003 - December 2011
Job Experienced Manager, Alternative Investments Investor Servicing
Industry Financial Services
Experience
SEI Investments September 2003 - December 2011
Linden Asset Management 2002 - 2004
Integrated Capital Services 2000 - 2002
Skills
Mutual Funds, Alternative Investments, Hedge Funds, Relationship Management, Due Diligence, Vendor Management
Education
LSU Shreveport 1996 — 1999
BA, Business Management & Administration
Stephen F. Austin State University 1992 — 1996
Psychology, Business Management
SEI Investments September 2003 - December 2011
Linden Asset Management 2002 - 2004
Integrated Capital Services 2000 - 2002
Skills
Mutual Funds, Alternative Investments, Hedge Funds, Relationship Management, Due Diligence, Vendor Management
Education
LSU Shreveport 1996 — 1999
BA, Business Management & Administration
Stephen F. Austin State University 1992 — 1996
Psychology, Business Management
Laura Kish's SEI Investments Experience April 2011 - Present
Job Institutional Marketing at SEI Investments
Industry Financial Services
Experience
SEI Investments April 2011 - Present
Kroll Ontrack/TrialGraphix July 2007 - April 2011
Kroll Ontrack/TrialGraphix September 2009 - July 2010
NVR, Inc. June 2006 - July 2007
Skills
Lead Generation, Training & Development, Vendor Management, Vendor Relations, Direct Mail, Telemarketing, Prospect Research, Email Marketing, Marketing Communications, Direct Marketing, Sales Leads, Employee Training, Account Management, CRM, Management, Cold Calling, Market Research
Education
Penn State University 2002 — 2006
B.S.
SEI Investments April 2011 - Present
Kroll Ontrack/TrialGraphix July 2007 - April 2011
Kroll Ontrack/TrialGraphix September 2009 - July 2010
NVR, Inc. June 2006 - July 2007
Skills
Lead Generation, Training & Development, Vendor Management, Vendor Relations, Direct Mail, Telemarketing, Prospect Research, Email Marketing, Marketing Communications, Direct Marketing, Sales Leads, Employee Training, Account Management, CRM, Management, Cold Calling, Market Research
Education
Penn State University 2002 — 2006
B.S.
Rachel Labille's SEI Investments Experience February 2013 - Present
Job Experienced GRC & Information Security professional
Industry Financial Services
Experience
SEI Investments February 2013 - Present
BNP Paribas January 2008 - April 2012
BNP Paribas November 2003 - December 2007
BNP Paribas October 1999 - October 2003
BNP Paribas / Cooper-Neff October 1997 - September 1999
BNP Paribas / Cooper-Neff January 1995 - October 1997
Education
Penn State University 1997 — 1999
Master's degree, Computer and Information Sciences, General
Temple University - Fox School of Business and Management 1990 — 1991
Bachelor of Business Administration (B.B.A.), International Business
Centre d'Etudes Franco-Americain de Management (CEFAM), Lyon, France 1988 — 1990
Business Administration and Management, General
SEI Investments February 2013 - Present
BNP Paribas January 2008 - April 2012
BNP Paribas November 2003 - December 2007
BNP Paribas October 1999 - October 2003
BNP Paribas / Cooper-Neff October 1997 - September 1999
BNP Paribas / Cooper-Neff January 1995 - October 1997
Education
Penn State University 1997 — 1999
Master's degree, Computer and Information Sciences, General
Temple University - Fox School of Business and Management 1990 — 1991
Bachelor of Business Administration (B.B.A.), International Business
Centre d'Etudes Franco-Americain de Management (CEFAM), Lyon, France 1988 — 1990
Business Administration and Management, General
Anthony Ciaverelli's SEI Investments Experience September 2010 - Present
Job Specialist Global Mutual Funds at SEI Investments
Industry Financial Services
Experience
SEI Investments September 2010 - Present
Skills
Mutual Funds, Investments
Education
Penn State University 2001 — 2005
B.S. Finance
SEI Investments September 2010 - Present
Skills
Mutual Funds, Investments
Education
Penn State University 2001 — 2005
B.S. Finance
Jerry Leath's SEI Investments Experience 1997 - 2002
Job Owner/Operator Signage Studio
Industry Printing
Experience
The Great Frame Up 2003 - 2009
SEI Investments 1997 - 2002
Hoechst-Roussel Pharmaceuticals, Inc. 1978 - 1995
Bristol Laboratories Div. Bristol Myers Co. 1970 - 1977
Skills
Customer Service, Sales Management, Leadership, Management, Nonprofits, Project Management, Budgets, Public Speaking, Sales, Strategic Planning, Event Planning, Process Improvement, Leadership Development, Marketing, Microsoft Office, Team Leadership, Team Building, Email Marketing, Small Business, Social Media, Inventory Management, Public Relations
Education
North Carolina Agricultural and Technical State University
BS, Economics
The Great Frame Up 2003 - 2009
SEI Investments 1997 - 2002
Hoechst-Roussel Pharmaceuticals, Inc. 1978 - 1995
Bristol Laboratories Div. Bristol Myers Co. 1970 - 1977
Skills
Customer Service, Sales Management, Leadership, Management, Nonprofits, Project Management, Budgets, Public Speaking, Sales, Strategic Planning, Event Planning, Process Improvement, Leadership Development, Marketing, Microsoft Office, Team Leadership, Team Building, Email Marketing, Small Business, Social Media, Inventory Management, Public Relations
Education
North Carolina Agricultural and Technical State University
BS, Economics
Dana LaRosa's SEI Investments Experience June 1999 - December 1999
Job Administrative Assistant at Lankenau Institute of Medical Research
Industry Research
Experience
Lankenau Institute for Medical Research December 2011 - Present
The Bryn Mawr Trust Company March 2005 - December 2011
SEI Investments June 1999 - December 1999
Unisource Worldwide, Inc. January 1999 - June 1999
Medical Management Concepts June 1998 - January 1999
ATC Healthcare August 1997 - June 1998
United States Air Force July 1989 - May 1992
Skills
Administrative..., Banking, Credit, Investments, Microsoft Word, Process Improvement, Risk Management, System Administration, Customer Service, Event Planning, Microsoft Excel, Public Speaking, PowerPoint, Strategic Planning, Troubleshooting, Microsoft Office, Outlook, Team Building, Access, Time Management, Office Administration, Event Management, Research, Budgets
Education
Bryant & Stratton College 1992 — 1994
Associates, Medical Office Management
Monmouth College 1985 — 1988
Art
Saint Joseph's University
Management
Lankenau Institute for Medical Research December 2011 - Present
The Bryn Mawr Trust Company March 2005 - December 2011
SEI Investments June 1999 - December 1999
Unisource Worldwide, Inc. January 1999 - June 1999
Medical Management Concepts June 1998 - January 1999
ATC Healthcare August 1997 - June 1998
United States Air Force July 1989 - May 1992
Skills
Administrative..., Banking, Credit, Investments, Microsoft Word, Process Improvement, Risk Management, System Administration, Customer Service, Event Planning, Microsoft Excel, Public Speaking, PowerPoint, Strategic Planning, Troubleshooting, Microsoft Office, Outlook, Team Building, Access, Time Management, Office Administration, Event Management, Research, Budgets
Education
Bryant & Stratton College 1992 — 1994
Associates, Medical Office Management
Monmouth College 1985 — 1988
Art
Saint Joseph's University
Management
Mark Radville's SEI Investments Experience 1989 - 1994
Job Managing Director at Guggenheim Investments
Industry Investment Management
Experience
Guggenheim Investments 2007 - Present
Merrill Lynch Investment Managers 2000 - 2005
Conseco 1998 - 2000
Bear Stearns 1996 - 1998
Oppenheimer & Co. 1994 - 1996
SEI Investments 1989 - 1994
Education
Loyola University Chicago 1985 — 1989
BBA, Business Finance
Brother Rice
Guggenheim Investments 2007 - Present
Merrill Lynch Investment Managers 2000 - 2005
Conseco 1998 - 2000
Bear Stearns 1996 - 1998
Oppenheimer & Co. 1994 - 1996
SEI Investments 1989 - 1994
Education
Loyola University Chicago 1985 — 1989
BBA, Business Finance
Brother Rice
Colette (Bull) Bergman's SEI Investments Experience November 1992 - May 2006
Job Vice President Fund Administration at Hirtle, Callaghan & Co.
Industry Investment Management
Experience
Hirtle, Callaghan & Co. 2006 - Present
SEI Investments November 1992 - May 2006
SEI Investments 1994 - 2006
SEI 1992 - 2006
Skills
Equities, Investments, Fund Accounting, Fixed Income, Asset Managment, Fund Administration, Hedge Funds, Securities, Asset Allocation, Asset Management, Portfolio Management, Financial Services
Education
Penn State University 1988 — 1992
Bachelor of Science (BS), Accounting
Hirtle, Callaghan & Co. 2006 - Present
SEI Investments November 1992 - May 2006
SEI Investments 1994 - 2006
SEI 1992 - 2006
Skills
Equities, Investments, Fund Accounting, Fixed Income, Asset Managment, Fund Administration, Hedge Funds, Securities, Asset Allocation, Asset Management, Portfolio Management, Financial Services
Education
Penn State University 1988 — 1992
Bachelor of Science (BS), Accounting
Nancy Nakovick's SEI Investments Experience March 2010 - June 2011
Job Executive Director at Oppenheimer & Co.
Industry Financial Services
Experience
Oppenheimer & Co. June 2012 - April 2013
Self Employed June 2011 - June 2012
SEI Investments March 2010 - June 2011
BTIG March 2009 - September 2009
Citigroup November 2006 - January 2009
Citigroup January 2003 - January 2009
citigroup April 2000 - January 2003
Bear Stearns April 1997 - April 2000
Societe Generale April 1996 - April 1997
Goldman Sachs April 1994 - April 1996
Skills
Global Tactical Asset..., Equity Derivatives, Fixed Income, fixed income derivatives, liability driven..., Equities, Alternative Investments, strategic asset..., program trading, transition management, Private Equity, Equity Trading, Equity Capital Markets, Fixed Income Analysis, Fixed Income Portfolio..., Fixed Income Strategies, equity portfolio..., equity portfolio..., Hedge Funds, Fund Of Funds, equity quantitative..., equity quantitative..., fixed income derivative..., client portfolio..., investment business..., Program Trading, Trading, Investment Banking, Capital Markets, Hedging, Prime Brokerage, Transition Management, Asset Allocation, Derivatives, Portfolio Management, Asset Management, Investments, Investment Strategies, Investment Management
Education
MIT
Master's degree, Mechanical Engineering and Math
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA), Accounting and Finance
Oppenheimer & Co. June 2012 - April 2013
Self Employed June 2011 - June 2012
SEI Investments March 2010 - June 2011
BTIG March 2009 - September 2009
Citigroup November 2006 - January 2009
Citigroup January 2003 - January 2009
citigroup April 2000 - January 2003
Bear Stearns April 1997 - April 2000
Societe Generale April 1996 - April 1997
Goldman Sachs April 1994 - April 1996
Skills
Global Tactical Asset..., Equity Derivatives, Fixed Income, fixed income derivatives, liability driven..., Equities, Alternative Investments, strategic asset..., program trading, transition management, Private Equity, Equity Trading, Equity Capital Markets, Fixed Income Analysis, Fixed Income Portfolio..., Fixed Income Strategies, equity portfolio..., equity portfolio..., Hedge Funds, Fund Of Funds, equity quantitative..., equity quantitative..., fixed income derivative..., client portfolio..., investment business..., Program Trading, Trading, Investment Banking, Capital Markets, Hedging, Prime Brokerage, Transition Management, Asset Allocation, Derivatives, Portfolio Management, Asset Management, Investments, Investment Strategies, Investment Management
Education
MIT
Master's degree, Mechanical Engineering and Math
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA), Accounting and Finance
Robin Kumpaitis Grammes's SEI Investments Experience December 1997 - June 2002
Job Sr NeuroScience Sales Specialist at Allergan
Industry Medical Devices
Experience
Allergan September 2012 - Present
Stryker Spine December 2010 - November 2012
Cephalon November 2004 - September 2010
GlaxoSmithKline June 2002 - November 2004
SEI Investments December 1997 - June 2002
Skills
Sales, Sales Operations, Neurology, Cardiology, Product Launch, Pharmaceutical Sales, Pharmaceutical Industry, Urology, Sales Effectiveness, Rheumatology, Hospital Sales
Education
Saint Joseph's University - Erivan K. Haub School of Business 1999 — 2002
MBA
Lock Haven University of Pennsylvania 1993 — 1997
BS
Allergan September 2012 - Present
Stryker Spine December 2010 - November 2012
Cephalon November 2004 - September 2010
GlaxoSmithKline June 2002 - November 2004
SEI Investments December 1997 - June 2002
Skills
Sales, Sales Operations, Neurology, Cardiology, Product Launch, Pharmaceutical Sales, Pharmaceutical Industry, Urology, Sales Effectiveness, Rheumatology, Hospital Sales
Education
Saint Joseph's University - Erivan K. Haub School of Business 1999 — 2002
MBA
Lock Haven University of Pennsylvania 1993 — 1997
BS
Lorrie Dugan's SEI Investments Experience 1999 - 2001
Job Financial Services Professional
Industry Financial Services
Experience
AmeriChoice 2008 - 2010
Lockheed Martin 2004 - 2007
SEI Investments 1999 - 2001
Education
Penn State University 1994 — 1999
B.S., Finance
AmeriChoice 2008 - 2010
Lockheed Martin 2004 - 2007
SEI Investments 1999 - 2001
Education
Penn State University 1994 — 1999
B.S., Finance
Brendan Fitzsimmons's SEI Investments Experience July 2015 - Present
Job Advisor Middle Office Preferred Service Consultant at SEI Investments
Industry Financial Services
Experience
SEI Investments July 2015 - Present
SEI Investments October 2010 - Present
SEI Investments April 2010 - October 2010
UHS September 2009 - March 2010
Skills
Financial Services, Financial Analysis, Microsoft Office, Microsoft Excel, Client Relations Skills, Customer Service, Microsoft Word, Bloomberg, Retirement Benefits, Financial Reporting, Data Analysis, Securities, Teamwork, Investments, Process Improvement, Finance, Budgets, Mutual Funds
Education
Penn State University 2005 — 2009
Bachelor of Science (BS), Economics
SEI Investments July 2015 - Present
SEI Investments October 2010 - Present
SEI Investments April 2010 - October 2010
UHS September 2009 - March 2010
Skills
Financial Services, Financial Analysis, Microsoft Office, Microsoft Excel, Client Relations Skills, Customer Service, Microsoft Word, Bloomberg, Retirement Benefits, Financial Reporting, Data Analysis, Securities, Teamwork, Investments, Process Improvement, Finance, Budgets, Mutual Funds
Education
Penn State University 2005 — 2009
Bachelor of Science (BS), Economics
Danielle D'Alessandro's SEI Investments Experience September 2005 - March 2007
Job IT Project Manager at FreedomPay
Industry Financial Services
Experience
FreedomPay August 2014 - Present
Nuix December 2013 - August 2014
InvestorForce July 2010 - December 2013
Pershing April 2007 - June 2010
SEI Investments September 2005 - March 2007
Skills
Alternative Investments, Investments, Financial Services, Risk Management, Microsoft Excel, Salesforce.com, Management, New Business Development, Business Development, Strategic Planning, Marketing Strategy, Account Management, Project Management, SDLC, Microsoft Office, Sales, SQL, Databases, Marketing, Customer Service, Social Skills, Social Networking
Education
Penn State University 2009 — 2014
Masters in Applied Statistics, Statistics
University of Scranton 2002 — 2005
BS, Finance/Economics
Pocono Mountain High School
FreedomPay August 2014 - Present
Nuix December 2013 - August 2014
InvestorForce July 2010 - December 2013
Pershing April 2007 - June 2010
SEI Investments September 2005 - March 2007
Skills
Alternative Investments, Investments, Financial Services, Risk Management, Microsoft Excel, Salesforce.com, Management, New Business Development, Business Development, Strategic Planning, Marketing Strategy, Account Management, Project Management, SDLC, Microsoft Office, Sales, SQL, Databases, Marketing, Customer Service, Social Skills, Social Networking
Education
Penn State University 2009 — 2014
Masters in Applied Statistics, Statistics
University of Scranton 2002 — 2005
BS, Finance/Economics
Pocono Mountain High School
Nicholas Elisio's SEI Investments Experience June 2005 - April 2007
Job Vice President at BlackRock
Industry Financial Services
Experience
BlackRock April 2007 - Present
SEI Investments June 2005 - April 2007
SEI Investments April 2004 - June 2005
Skills
Bloomberg, Fixed Income, Alternative Investments, Valuation, Securities, Derivatives, Bonds, Financial Reporting, Microsoft Excel, Insurance
Education
Montana State University-Bozeman 2000 — 2003
Bachelor of Science, Business Management
BlackRock April 2007 - Present
SEI Investments June 2005 - April 2007
SEI Investments April 2004 - June 2005
Skills
Bloomberg, Fixed Income, Alternative Investments, Valuation, Securities, Derivatives, Bonds, Financial Reporting, Microsoft Excel, Insurance
Education
Montana State University-Bozeman 2000 — 2003
Bachelor of Science, Business Management
Melissa Spadt's SEI Investments Experience October 1993 - May 2002
Job
Industry
Experience
SEI Investments October 1993 - May 2002
Education
Penn State University 1989 — 1993
Accounting
SEI Investments October 1993 - May 2002
Education
Penn State University 1989 — 1993
Accounting
Alpha Tongor, MBA's SEI Investments Experience August 2004 - January 2006
Job Project Director at Swift Financial Partners
Industry Banking
Experience
Swift Financial Partners January 2007 - Present
Swift Financial Partners January 2007 - March 2012
SEI Investments August 2004 - January 2006
Skills
Management, Analysis, Budgets, Policy, Finance, Strategic Planning, Leadership, Financial Analysis, Marketing, Leadership Development, Entrepreneurship, Change Management, Negotiation, Social Media, Training, Risk Management, Team Building, Human Resources, Product Development, Coaching, Business Strategy, Start-ups, Business Development, Data Analysis, Mergers
Education
Ohio Dominican University 2009 — 2011
MBA, Business
LaSalle University 2000 — 2004
BA, Business
Olney high school
Swift Financial Partners January 2007 - Present
Swift Financial Partners January 2007 - March 2012
SEI Investments August 2004 - January 2006
Skills
Management, Analysis, Budgets, Policy, Finance, Strategic Planning, Leadership, Financial Analysis, Marketing, Leadership Development, Entrepreneurship, Change Management, Negotiation, Social Media, Training, Risk Management, Team Building, Human Resources, Product Development, Coaching, Business Strategy, Start-ups, Business Development, Data Analysis, Mergers
Education
Ohio Dominican University 2009 — 2011
MBA, Business
LaSalle University 2000 — 2004
BA, Business
Olney high school
Bobby Poulson's SEI Investments Experience December 2004 - October 2007
Job IS Professional, Limousine driver
Industry Computer & Network Security
Experience
Lazer Limousine Svc Inc April 2014 - Present
CDI Corporation IT Solutions October 2012 - May 2013
IBM - Employers Solutions Corp. July 2011 - November 2011
IBM - CDI IT Solutions August 2008 - July 2010
SEI Investments, December 2004 - October 2007
CSC October 2000 - June 2004
Thomcomp Inc 1983 - 2000
Skills
Security, Project Management, Firewalls, Databases, Management, Change Management, Windows Server, Networking, Business Analysis, IT Audit, SAP, SDLC, Visio, Routers, Data Center, Customer Service, Servers, Vendor Management
Education
Montgomery County Community College 1988 — 1991
IT, Networking Microsoft & CISCO
Lazer Limousine Svc Inc April 2014 - Present
CDI Corporation IT Solutions October 2012 - May 2013
IBM - Employers Solutions Corp. July 2011 - November 2011
IBM - CDI IT Solutions August 2008 - July 2010
SEI Investments, December 2004 - October 2007
CSC October 2000 - June 2004
Thomcomp Inc 1983 - 2000
Skills
Security, Project Management, Firewalls, Databases, Management, Change Management, Windows Server, Networking, Business Analysis, IT Audit, SAP, SDLC, Visio, Routers, Data Center, Customer Service, Servers, Vendor Management
Education
Montgomery County Community College 1988 — 1991
IT, Networking Microsoft & CISCO
Eric Goldstein's SEI Investments Experience August 2011 - March 2012
Job Account Executive at Sungard Availability Services
Industry Information Technology and Services
Experience
Sungard Availability Services October 2013 - Present
Lockheed Martin March 2012 - October 2013
SEI Investments August 2011 - March 2012
Skills
Enterprise Software, Solution Selling, Sales, Account Management, Business Development, Vendor Management, Supply Chain Management, Process Improvement, Leadership, Contract Negotiation, Government Contracting, Program Management, DoD, Government, Proposal Writing, Analysis
Education
Penn State University 2007 — 2011
Bachelor of Business Administration (B.B.A.) - Finance
Sungard Availability Services October 2013 - Present
Lockheed Martin March 2012 - October 2013
SEI Investments August 2011 - March 2012
Skills
Enterprise Software, Solution Selling, Sales, Account Management, Business Development, Vendor Management, Supply Chain Management, Process Improvement, Leadership, Contract Negotiation, Government Contracting, Program Management, DoD, Government, Proposal Writing, Analysis
Education
Penn State University 2007 — 2011
Bachelor of Business Administration (B.B.A.) - Finance
Vincent Marrone's SEI Investments Experience January 2015 - Present
Job Operations Analyst at SEI
Industry International Affairs
Experience
SEI Investments January 2015 - Present
Giant Food November 2006 - February 2015
Lacoste September 2014 - January 2015
Temple University August 2012 - December 2014
TD December 2008 - August 2009
Skills
Customer Service
Education
Temple University - Fox School of Business and Management 2011 — 2014
Bachelor of Business Administration (BBA), International Business & Spanish
Montgomery County Community College 2010 — 2011
Shippensburg University of Pennsylvania 2009 — 2010
SEI Investments January 2015 - Present
Giant Food November 2006 - February 2015
Lacoste September 2014 - January 2015
Temple University August 2012 - December 2014
TD December 2008 - August 2009
Skills
Customer Service
Education
Temple University - Fox School of Business and Management 2011 — 2014
Bachelor of Business Administration (BBA), International Business & Spanish
Montgomery County Community College 2010 — 2011
Shippensburg University of Pennsylvania 2009 — 2010
Ryan Spaeder's SEI Investments Experience February 2012 - Present
Job Accounting Analyst at SEI
Industry Financial Services
Experience
SEI Investments February 2012 - Present
TD Bank December 2011 - February 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Economics, Statistics, PowerPoint, Hedge Accounting, Portfolio Management, Hedge Funds, Stock Exchange, Bank Reconciliation, Customer Service, Trading, Visual Basic, Windows, CSV, Bloomberg, Geneva, Banking, Weightlifting, Baseball
Education
Penn State University 2007 — 2011
Bachelor of Science (B.S.), Economics
Cardinal O'Hara High School 2003 — 2007
SEI Investments February 2012 - Present
TD Bank December 2011 - February 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Economics, Statistics, PowerPoint, Hedge Accounting, Portfolio Management, Hedge Funds, Stock Exchange, Bank Reconciliation, Customer Service, Trading, Visual Basic, Windows, CSV, Bloomberg, Geneva, Banking, Weightlifting, Baseball
Education
Penn State University 2007 — 2011
Bachelor of Science (B.S.), Economics
Cardinal O'Hara High School 2003 — 2007
Wayne Masoner's SEI Investments Experience January 2004 - March 2005
Job Territory Manager at Lehigh Gas
Industry Oil & Energy
Experience
Lehigh Gas April 2011 - Present
Coca-Cola March 2006 - March 2011
SEI Investments January 2004 - March 2005
Education
Neumann College 2001 — 2006
Bachelor of Science (BS), Business Administration and Management, General
Lehigh Gas April 2011 - Present
Coca-Cola March 2006 - March 2011
SEI Investments January 2004 - March 2005
Education
Neumann College 2001 — 2006
Bachelor of Science (BS), Business Administration and Management, General
Jim McBride's SEI Investments Experience July 2000 - November 2014
Job CTO at One Million Days, Inc.
Industry Information Technology and Services
Experience
SEI Investments July 2000 - November 2014
Accenture July 1998 - July 2000
J.P. Morgan July 1990 - July 1998
New York Stock Exchange July 1987 - July 1990
Unisys July 1984 - July 1987
Skills
Management, Project Management, Software Development, Agile Methodologies, Strategy, Integration, Program Management, Project Portfolio..., Business Analysis, Solution Architecture, Requirements Gathering, SDLC, Vendor Management, Software Project..., Requirements Analysis
Education
New York University - Polytechnic School of Engineering
Bachelor of Science (B.S.), Computer Science
St. John's University
Master of Business Administration (MBA), Management Information Systems
Xaverian High School
SEI Investments July 2000 - November 2014
Accenture July 1998 - July 2000
J.P. Morgan July 1990 - July 1998
New York Stock Exchange July 1987 - July 1990
Unisys July 1984 - July 1987
Skills
Management, Project Management, Software Development, Agile Methodologies, Strategy, Integration, Program Management, Project Portfolio..., Business Analysis, Solution Architecture, Requirements Gathering, SDLC, Vendor Management, Software Project..., Requirements Analysis
Education
New York University - Polytechnic School of Engineering
Bachelor of Science (B.S.), Computer Science
St. John's University
Master of Business Administration (MBA), Management Information Systems
Xaverian High School
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.