SEI Investments

Industry: Financial services company

Description

SEI 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
John MacIsaac, CFA John MacIsaac, CFA Toronto, Canada Area Details
John MacIsaac, CFA's SEI Investments Experience December 2008 - June 2014
Job Sr. Analyst at RBC Wealth Management
Industry Investment Management
Experience
RBC Wealth Management  July 2014 - Present
SEI Investments   December 2008 - June 2014
OTPP  January 2005 - December 2008
RBC Royal Bank  2003 - 2004

Skills
Manager Research &..., Equities, Portfolio Management, Fixed Income, Derivatives, FX Options, Options, Bloomberg, Equity Derivatives, Trading, Currency, Commodity, Hedging, FX Hedging

Education
Ryerson University
B.Comm

CFA Institute
CFA Charter

Canadian Securities Institute
CSC

Joseph Clifford III Joseph Clifford III Greater Philadelphia Area Details
Joseph Clifford III's SEI Investments Experience 2002 - 2005
Job Account Director at Catalent Pharma Solutions
Industry Pharmaceuticals
Experience
Catalent Pharma Solutions  April 2006 - Present
Robert Half International  February 2005 - June 2006
SEI Investments   2002 - 2005
The Vanguard Group  June 2000 - June 2002

Skills
Account Management, New Business Development, Business Development, Strategic Planning, Salesforce.com, Customer Service, Sales

Education
Saint Joseph's University - Erivan K. Haub School of Business   2001 — 2008
MBA, Marketing

Villanova University   1996 — 2000
Bachelor of Science, Marketing

Keith McDowell Keith McDowell Greater Chicago Area Details
Keith McDowell's SEI Investments Experience 1987 - 1998
Job Owner, McDowell Consulting
Industry Investment Management
Experience
McDowell Consulting   January 1999 - Present
SEI Investments   1987 - 1998
SEI Investments   November 1983 - October 1987
A. G. Becker   February 1974 - November 1983

Skills
Alternative Investments, Equities, Investment Management, Investments, Pensions, Securities, Coaching, Finance, Training, Portfolio Management, Fixed Income, Mutual Funds, Asset Allocation, Equity Valuation, Relationship Management, Asset Management, Wealth Management, Fund Of Funds, Financial Markets, Strategic Financial..., Risk Management, Mergers, Presentation Coaching, Investor Relations, Bloomberg, Financial Services, Investment Strategies, Emerging Markets, Equity Research, Hedge Funds, Separately Managed..., Bonds, Sales, Asset Managment, Management, Capital Markets, Institutional, Institutional..., Investment Advisory, Financial Modeling, Private Equity, Series 7, Due Diligence, Retirement Planning, ETFs, Valuation, 401k, Venture Capital, FINRA, Financial Analysis

Education
Rutgers, The State University of New Jersey-New Brunswick   1958 — 1970
Bachelor of Science (BS), Management

Tony Massimo Jr. Tony Massimo Jr. Greater Philadelphia Area Details
Tony Massimo Jr.'s SEI Investments Experience August 2007 - August 2009
Job Manager, State & Local Tax Audits at Comcast
Industry Accounting
Experience
Comcast  August 2009 - Present
SEI Investments   August 2007 - August 2009
Elko & Associates  September 2004 - August 2007

Skills
Auditing, Financial Reporting, Managerial Finance, Tax, Tax Research, State Tax, Tax Accounting

Education
Villanova University School of Law   2010 — 2013
Masters of Taxation

Saint Joseph's University   2000 — 2004
BS, Accounting

Monsignor Bonner High School   1996 — 2000

Jonathan Sobjak Jonathan Sobjak Greater Philadelphia Area Details
Jonathan Sobjak's SEI Investments Experience 2001 - 2004
Job Client Recovery at Vanguard
Industry Financial Services
Experience
Vanguard  October 2013 - Present
Lockwood Advisors, Inc., an affiliate of Pershing LLC, a BNY Mellon Company   2006 - 2013
PLANCO, The Hartford   2004 - 2006
SEI Investments   2001 - 2004
Delaware Investments  1998 - 2001

Skills
Mutual Funds, Business Development, Asset Allocation, Series 63, Sales, Customer Service, Consultative Sales..., Investment Portfolio..., Public Speaking, New Business Development, Investment Strategies, Alternative Investments, Asset Management, Managed Money, Strategic Planning, Team Leadership, Management, Insurance, Microsoft Excel, Series 7, Series 65, Series 6, PA Life & Health..., Vocational..., Rehabilitation..., Salesforce.com, Mobile Device Management

Education
Penn State University   1994 — 1998
Bachelor’s Degree, Rehabilitation Science

Jason Osberg Jason Osberg Houston, Texas Area Details
Jason Osberg's SEI Investments Experience 2004 - 2005
Job Accounting Coordinator at Ellwood Machinery & Welding
Industry Oil & Energy
Experience
Ellwood Machinery & Welding   January 2014 - Present
Ellwood Machinery & Welding   January 2014 - Present
Pathfinder Navigation   July 2013 - November 2013
Pathfinder Navigation   September 2010 - July 2013
Griswold Energy Partners   October 2008 - July 2010
Wing Aviation  January 2007 - October 2008
SEI Investments   2004 - 2005

Skills
Series 3, Financial Analysis, Accounting, Financial Accounting, Income Tax, Corporate Finance, Futures, Business Analysis, Excel, Financial Reporting, Teamwork, Word, Microsoft Word, Microsoft Excel

Education
St. Joseph's University   2003 — 2004
Master of Business Administration (M.B.A.), Finance

Shippensburg University of Pennsylvania   1997 — 2001
Bachelor's degree, Finance, General

Owen J Roberts HS   1995 — 1997

Christopher Krug, CFA Christopher Krug, CFA Newark, New Jersey Details
Christopher Krug, CFA's SEI Investments Experience October 2004 - December 2010
Job Senior Associate, Research MultiAsset Class Solutions Group
Industry Financial Services
Experience
Prudential Investment Management  November 2014 - Present
Bloomberg LP  August 2013 - November 2014
Bloomberg  January 2011 - August 2013
SEI Investments   October 2004 - December 2010

Education
Princeton University
Bachelor of Arts (B.A.), Economics

Germantown Academy

Tiana Fair Tiana Fair Greater Philadelphia Area Details
Tiana Fair's SEI Investments Experience May 2003 - January 2005
Job Business Solutions Consultant at Voya Financial
Industry Financial Services
Experience
Voya Financial  March 2013 - Present
Janney Montgomery Scott  July 2011 - March 2013
CIBER  February 2010 - July 2011
BlazePortfolio (formerly Fascet Chicago)   December 2009 - February 2010
Pershing Managed Account Solutions  September 2008 - November 2009
Pershing Managed Account Solutions  August 2006 - September 2008
SEI  January 2005 - July 2006
SEI Investments   May 2003 - January 2005
SEI Investments   September 2000 - April 2003
SEI Investments   October 1999 - September 2000

Skills
Series 7, Business Requirements, Wealth Management, Financial Services, Series 63, series 24, series 99, Project Management, Business Analysis, Banking, Asset Management, Portfolio Management, Mutual Funds, Bloomberg, Alternative Investments, Investments, IT Investment Management, Analysis, Business Intelligence, Trading, CRM, Financial Markets, Series 24, Fixed Income, Business Process, Back Office, Strategy, Equities, Financial Risk, SDLC, Securities, Software Documentation

Education
Saint Joseph's University   2001 — 2003
MBA, Finance

Penn State University   1994 — 1998
Bachelor of Science, Finance

Seamus Campbell - MBA Seamus Campbell - MBA Greater Philadelphia Area Details
Seamus Campbell - MBA's SEI Investments Experience July 2000 - February 2004
Job Experienced Financial Sales Representative
Industry Financial Services
Experience
Delaware Investments  January 2013 - Present
Westgate Property Management   June 2011 - May 2012
ALPS Fund Services, Inc.   June 2008 - July 2010
Old Mutual Capital  June 2007 - July 2008
Gartmore Riverview   February 2004 - June 2007
SEI Investments   July 2000 - February 2004

Skills
Mutual Funds, Series 63, Series 7, Asset Managment, Investments, Series 24, Securities, Alternative Investments, Retirement Planning, Separately Managed..., Fixed Annuities, Equities, Sales, Insurance, Marketing, Sales Management, Strategic Financial..., Hedge Funds, Asset Allocation, New Business Development, Series 65, Retirement

Education
St. Joseph's University   2009 — 2012
MBA, Business, 3.75

Roanoke College   1995 — 2000
Business, Accounting

Marc Sabo Marc Sabo New York, New York Details
Marc Sabo's SEI Investments Experience January 2001 - June 2003
Job Vice President and Controller, the Private Bank at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan   May 2011 - Present
Merrill Lynch  November 2007 - May 2011
BlackRock  January 2007 - October 2007
Goldman Sachs  July 2003 - December 2006
SEI Investments   January 2001 - June 2003

Skills
Alternative Investments, Hedge Funds, Fund Of Funds, Managed Futures, Private Equity, Series 7, Mutual Funds, Fund Accounting

Education
Saint Joseph's University   1995 — 1999
BA, Marketing

Saint Joseph's University - Erivan K. Haub School of Business
MBA

Joe Benincasa Joe Benincasa Greater Philadelphia Area Details
Joe Benincasa's SEI Investments Experience September 2003 - January 2005
Job PA & DE Certified General Appraiser at Lagreca & Quinn Real Estate Services, Inc.
Industry Real Estate
Experience
Lagreca & Quinn Real Estate Services, Inc.   February 2005 - Present
SEI Investments   September 2003 - January 2005

Skills
Valuation, Investments, Feasibility Studies, Real Estate, Real Estate Development, Investment Properties, Commercial Real Estate, Leases, Due Diligence

Education
Saint Joseph's University   1999 — 2003
Bachelor of Science (B.S.), Finance, General

Kathryn (Blackwell) West Kathryn (Blackwell) West Richmond, Virginia Area Details
Kathryn (Blackwell) West's SEI Investments Experience 1998 - 2000
Job Licensed Realtor at Long & Foster Companies
Industry Real Estate
Experience
Long & Foster Companies  January 2014 - Present
VCU School of Business  January 2013 - September 2013
SunTrust Bank  2000 - 2012
SEI Investments   1998 - 2000
Crestar Bank  1993 - 1998
NationsBank  1985 - 1993

Skills
Product Development, Vendor Management, Investments, Relationship Development, Program Management, Marketing Communications, Product Marketing, Management, CRM, Marketing, Business Strategy, Relationship Management

Education
University of Richmond - Robins School of Business
MBA

Randolph-Macon Woman's College
B.A., Economics

Nonprofit Learning Point

Kevin Brady Kevin Brady Greater New York City Area Details
Kevin Brady's SEI Investments Experience July 2006 - June 2007
Job Vice President, Morgan Stanley Investment Management
Industry Investment Management
Experience
Morgan Stanley Investment Management  January 2014 - Present
Morgan Stanley Investment Management  March 2011 - January 2014
Morgan Stanley Investment Management  June 2007 - March 2011
SEI Investments   July 2006 - June 2007

Skills
Series 7, Series 6, Series 63, Liquidity, Fixed Income, Mutual Funds, Hedge Funds, Alternative Investments, Equities, Asset Management, Securities, Investment Management

Education
Saint Joseph's University - Erivan K. Haub School of Business   2010 — 2013
Master of Business Administration (MBA), Finance

Philadelphia University   2002 — 2006
Finance, Dual Major in Finance & MIS

Todd Gilday Todd Gilday Augusta, Maine Details
Todd Gilday's SEI Investments Experience September 1997 - May 1999
Job Finance/Insurance Professional
Industry Financial Services
Experience
Maine Revenue Services  May 2013 - Present
Spinnaker Financial LLC   January 2012 - Present
UnitedHealthcare  December 2010 - January 2013
UnitedHealthcare  November 2007 - December 2010
Humana  August 2005 - November 2007
Bravo Health  April 2005 - August 2005
AmeriChoice  April 2001 - April 2005
AmeriChoice  May 1999 - April 2001
SEI Investments   September 1997 - May 1999
PFPC  May 1995 - September 1997

Skills
Health Insurance, Medicare Supplements, Medicare Part D, Insurance Agents, Brokers, Long Term Care, Medicare, Member of AICPA, Fund Accounting, Long-term Care

Education
Sotheby's institute of Art   2013 — 2013
Art as an Alternative Investment, Alternative Investments

University of Phoenix-Philadelphia Campus   2005 — 2007
MBA, Management

Rutgers University – Camden   1991 — 1995
BS, Accounting

Allan Valunas Allan Valunas Reading, Pennsylvania Details
Allan Valunas's SEI Investments Experience January 2015 - Present
Job Experienced Investment Analyst
Industry Investment Banking
Experience
SEI Investments   January 2015 - Present
Pennsylvania Roar   October 2013 - April 2014
SEI Investments   2007 - August 2012
Vanguard  2000 - 2006

Skills
Game Day Operations, Ticket Sales, Sponsorship Sales, Staff Management, Sports Leagues, Front Office, Mentoring Of Staff, Budgets, Corporate Actions, Board of Directors, Bloomberg Terminal, Finance, Euroclear, Research, Close Attention to..., Passion for Success, Microsoft Office, Investments, Asset Management, SWIFT messaging, CCH, Passion for Quality, Dividends, Fundsettle, Depository Trust..., FT Interactive, Communication Skills, Mutual Funds, Bloomberg, Account Reconciliation, Public Relations, Mentoring, Public Speaking, SWIFT Messaging, Management, Strategic Planning, Event Management, Leadership, Social Media Marketing, Event Planning, Customer Service

Education
Susquehanna University   1989 — 1993
Bachelor of Science (B.S.), Business Administration

Pennsylvania State University-Great Valley Graduate Center   2001 — 2003
Master's degree, Business Administration - Finance

Manoj Madhavan Manoj Madhavan Greater Philadelphia Area Details
Manoj Madhavan's SEI Investments Experience 2003 - 2006
Job VP, Applications Manager/ Architect
Industry Information Technology and Services
Experience
Bank of America  February 2013 - Present
eBay Inc  2009 - February 2013
Advanta  2008 - 2009
UnitedHealth Group  2007 - 2008
Freddie Mac  2006 - 2007
SEI Investments   2003 - 2006

Skills
Architecture, E-commerce, SDLC, SOA, Agile Methodologies, Software Project..., Java Enterprise Edition, Web Services, Requirements Analysis, Enterprise Architecture

Education
Pennsylvania State University-Great Valley Graduate Center   2009 — 2011
Masters, Computer Science

University of Kerala
Bachelor's, Mechanical Engineering

Chris Hackett Chris Hackett Greater New York City Area Details
Chris Hackett's SEI Investments Experience Director of Accounting/OperationsSEI2005 - Present
Job Director at SEI Investments
Industry Accounting
Experience
SEI Investments   Director of Accounting/OperationsSEI2005 - Present
State Street  January 2001 - May 2005
Merrill Lynch Investment Managers  May 1983 - December 2000
Merrill Lynch  1983 - 2000

Education
Rider University   1989 — 1994
Accounting

Steve Onofrio Steve Onofrio Oaks, Pennsylvania Details
Steve Onofrio's SEI Investments Experience December 2004 - Present
Job Market Unit Leader, Financial Advisor Network at SEI
Industry Investment Management
Experience
SEI Investments   December 2004 - Present
SEI Investments   May 1988 - Present
SEI Investments   December 1994 - November 2004
SEI Investments   May 1988 - November 1994

Education
Rider University   1975 — 1979
Bachelor of Science (B.S.), Commerce

Michele Gormley Michele Gormley Greater Philadelphia Area Details
Michele Gormley's SEI Investments Experience November 2010 - Present
Job Hedge Fund Accounting Manager at SEI Investments
Industry Financial Services
Experience
SEI Investments   November 2010 - Present

Education
St. Joseph's University   1998 — 2000

Tim Stinson Tim Stinson Orange County, California Area Details
Tim Stinson's SEI Investments Experience June 1992 - May 2007
Job National Sales Manager, Cetera Financial Group
Industry Investment Management
Experience
Cetera Financial Group  January 2015 - Present
Northern Trust  August 2013 - January 2015
Fidelity Institutional Wealth Services  November 2009 - August 2013
Fortigent  July 2007 - November 2009
SEI Investments   June 1992 - May 2007
SEI  1992 - 2007

Skills
Due Diligence, Financial Services, Investment Advisory, Investment Banking, Investments, Management, New Business Development, Outsourcing, Relationship Management, Sales, Series 7, Trading, Mutual Funds

Education
Saint Joseph's University   1988 — 1992
Bachelor of Science, Marketing

Sheila Bonitz Sheila Bonitz Greater Philadelphia Area Details
Sheila Bonitz's SEI Investments Experience 1993 - 1999
Job Vice President of Investment Management
Industry Financial Services
Experience
Brinker Capital  2012 - Present
Brinker Capital  2010 - 2012
Brinker Capital  1999 - 2010
SEI Investments   1993 - 1999

Skills
Mutual Funds, Asset Allocation, Alternative Investments, Wealth Management, Asset Management, Investments, Series 7, Due Diligence, Securities, ETFs, Equities, Investment Advisory, Hedge Funds, Series 63, Investment Strategies

Education
Saint Joseph's University   1994 — 1998
MBA

Millersville University of Pennsylvania   1989 — 1993

Oscar Laserna Oscar Laserna Raleigh-Durham, North Carolina Area Details
Oscar Laserna's SEI Investments Experience 1998 - 1999
Job Controller at Cicero Inc
Industry Accounting
Experience
Cicero Inc  January 2008 - Present
Berwind Corporation  June 2006 - January 2008
Berwind Corporation  May 2004 - June 2006
Elmer's Inc. (Formerly Hunt Corporation)   2003 - 2004
Elmer's Inc. (Formerly Hunt Corporation)   2001 - 2003
Elmer's Inc. (Formerly Hunt Corporation)   1999 - 2001
SEI Investments   1998 - 1999
Wyeth-Lederle Vaccines & Pediatrics (Formerly Apollon Inc.)   1996 - 1998
Wyeth-Lederle Vaccines & Pediatrics (Formerly Apollon Inc.)   1994 - 1996
Kao Corp Of America   1992 - 1994

Skills
Financial Reporting, Forecasting, Variance Analysis, Sarbanes-Oxley Act, Accounting, Financial Analysis, Finance, Financial Statements, General Ledger, Auditing, Cash Flow, Financial Audits, Budgets, Financial Modeling, Consolidation, SEC filings, Analysis, Fixed Assets, Management, Corporate Finance, Hyperion Enterprise, Business Analysis, Strategic Planning, Business Planning, Business Strategy, Account Management, Mergers & Acquisitions, Internal Controls, GAAP, Financial Accounting, Managerial Finance, Revenue Recognition

Education
Pennsylvania State University-Great Valley Graduate Center   1999 — 2001
MBA, Finance

Villanova University   1987 — 1991
BS, Accountancy

Marianne Cozzolino Marianne Cozzolino Greater Philadelphia Area Details
Marianne Cozzolino's SEI Investments Experience 1986 - 1988
Job Owner and operator at Jenny and Frank's Artisan Gelato
Industry Food & Beverages
Experience
Jenny and Frank's Artisan Gelato   December 2010 - Present
Satisfying Suppers Personal Chef Service   November 2002 - December 2011
United States Personal Chefs Association   2002 - 2010
Software Design Concepts  1988 - 1991
SEI Investments   1986 - 1988
Shared Medical Systems  1984 - 1986

Skills
Ingredients, Dairy, Flavors, Strategic Planning, Customer Service, Marketing Strategy, Event Planning, Team Building, Public Speaking, Marketing, Small Business, Management

Education
Culinary Business Academy   2003 — 2003
Certificate, Personal Chef

Rensselaer Polytechnic Institute   1980 — 1984
Bachelor of Science (BS), Computer Science

Joseph Gothie Jr., CPA, CGMA Joseph Gothie Jr., CPA, CGMA Greater Philadelphia Area Details
Joseph Gothie Jr., CPA, CGMA's SEI Investments Experience January 2004 - Present
Job Corporate Financial Accounting & Reporting
Industry Financial Services
Experience
SEI Investments   January 2004 - Present
SEI Investments   January 1997 - December 2003
SEI Investments   October 1994 - March 1997

Skills
Financial Reporting, Financial Accounting, SEC filings, XBRL, Financial Statements, Process Improvement, Philanthropy

Education
Pennsylvania State University-Great Valley Graduate Center   1997 — 1999
MBA, Business Administration

Villanova University   1989 — 1993
Bachelors, Accountancy

Edwing Mantilla Edwing Mantilla Greater Philadelphia Area Details
Edwing Mantilla's SEI Investments Experience September 2007 - January 2008
Job Sales Management Associate at Tipico Products Inc.
Industry Food & Beverages
Experience
Tipico Products Incorporated   January 2011 - Present
SEI Investments   September 2007 - January 2008

Skills
Customer Service, Data Analysis, Event Planning, Market Research, Marketing, Microsoft Excel, Microsoft Office, PowerPoint, Outlook, Microsoft Word, Sales, Sales Management, Credit, Social Media, Access, Accounting, Financial Reporting, Financial Analysis, Management

Education
Saint Joseph's University   2006 — 2010
Bachelor of Science, Business Administration, Food Marketing

Eastern Regional High School

Ted Baildon Ted Baildon Greater Philadelphia Area Details
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

Michael A. Ptaszenski, CFP® Michael A. Ptaszenski, CFP® Greater Philadelphia Area Details
Michael A. Ptaszenski, CFP®'s SEI Investments Experience March 2006 - November 2011
Job Managing Partner at Thrive Wealth Management, LLC
Industry Financial Services
Experience
Thrive Wealth Management, LLC   October 2013 - Present
United Capital Financial Partners, Inc  November 2011 - October 2013
SEI Investments   March 2006 - November 2011
SEI Investments   March 2004 - March 2006

Skills
CERTIFIED FINANCIAL..., New Business Development, Sales, Relationship Management, Financial Services, Management, Investments, Finance, Portfolio Management, Certified Financial...

Education
Saint Joseph's University - Erivan K. Haub School of Business   2005 — 2007
MBA, Finance

University of Pittsburgh   2000 — 2003
BSBA, Finance

Joseph Gorman Joseph Gorman Greater Philadelphia Area Details
Joseph Gorman's SEI Investments Experience March 2011 - December 2012
Job Global Risk and Regulatory Compliance Manager at SEI
Industry Financial Services
Experience
SEI  June 2015 - Present
SEI  July 2013 - June 2015
SEI  December 2012 - July 2013
SEI Investments   March 2011 - December 2012
Kelmar Associates  June 2010 - February 2011
Saint Joseph's University  January 2007 - April 2010
Frozen Ropes of Wyoming Valley   June 2009 - September 2009
Telephonic Research Operations   August 2008 - January 2009
Mericle Commercial Real Estate Co.   June 2008 - January 2009

Skills
Access, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Microsoft Office, SAP R/3, VBA, Accounting, Auditing, Financial Analysis, Financial Reporting, Financial Statements, Internal Audit, Leadership, Management

Education
Saint Joseph's University   2006 — 2010
Bachelor of Science, Business Administration; Accounting

Joseph Zangari Joseph Zangari Greater Philadelphia Area Details
Joseph Zangari's SEI Investments Experience June 2004 - April 2007
Job Director of Accounting at Resource America, Inc.
Industry Financial Services
Experience
Resource America Inc.  February 2012 - Present
Resource America Inc.  April 2007 - February 2011
SEI Investments   June 2004 - April 2007

Skills
Private Equity, Hedge Funds, Financial Reporting, Excel, Financial Analysis, Word, Forecasting, Microsoft Office, Budgeting, Accounting, SOX, Accounts Payable, Auditing, Compliance, General Ledger, Reconciliation, Cash Flow, Fund Accounting, Audit, GAAP, Financial Accounting, Risk Management, Banking, Sarbanes-Oxley Act, Finance, Financial Modeling, US GAAP, Internal Controls, Cash Management, Strategic Financial..., SEC filings, Due Diligence

Education
Penn State University   1999 — 2003
BS, Finance

Andrew Woodall Andrew Woodall Greater Philadelphia Area Details
Andrew Woodall's SEI Investments Experience August 2009 - February 2010
Job Senior Systems Analyst at Deloitte
Industry Information Technology and Services
Experience
Deloitte  August 2012 - Present
Modis  April 2012 - August 2012
Comcast  February 2011 - March 2012
SEI Investments   August 2009 - February 2010
Modis  2010 - 2010
Comcast Interactive Media  December 2008 - August 2009
GSI  May 2008 - September 2008
SEI  October 2005 - April 2008
Anexinet  2004 - 2007
Radian  2002 - 2005

Skills
Weblogic, Apache, LDAP, Red Hat Linux, SDLC, Servers, System Deployment, WebTrends Analytics, IIS, Java Enterprise Edition, Disaster Recovery, WLST, Software Installation, Performance Tuning, Operating Systems, RedHat, Software Documentation, Enterprise Architecture, Netegrity, Amdocs, Advantech, WebTrends, Application Servers, Linux, System Administration, Scripting, Agile Methodologies, Scrum, Adobe CQ, Build Forge, Large Scale Deployments, System Automation, Siteminder, Integration, Information Technology, Requirements Analysis, Business Analysis, Testing, Vendor Management

Education
Villanova University   2015 — 2015
Master Certificate Business Analysis, Business Analysis, Master Certificate

Rutgers, The State University of New Jersey-Camden
Bachelor's degree, Information Technology

University of the Sciences in Philadelphia

Zach Fletcher Zach Fletcher Greater Philadelphia Area Details
Zach Fletcher's SEI Investments Experience March 2011 - December 2012
Job Vice President Investments
Industry Financial Services
Experience
The Mutual Fund Store  October 2014 - Present
Hartford Funds  November 2013 - October 2014
SEI  January 2013 - November 2013
SEI Investments   March 2011 - December 2012
SEI Investments   August 2010 - March 2011
SEI Investments   November 2009 - August 2010
SEI Investments   May 2008 - November 2009

Education
Saint Joseph's University - Erivan K. Haub School of Business   2012 — 2014
Master of Business Administration (M.B.A.)

Millersville University of Pennsylvania   2004 — 2008
B.S., Finance

Matthew Manning Matthew Manning Greater Philadelphia Area Details
Matthew Manning's SEI Investments Experience January 2008 - November 2013
Job Assistant Vice President, State Street
Industry Financial Services
Experience
State Street  November 2013 - Present
SEI Investments   January 2008 - November 2013
SEI Investments   May 2007 - December 2007
SEI Investments   December 2006 - May 2007
SEI Investments   October 2004 - November 2006

Skills
Portfolio Management, Trading, Securities, Bloomberg, Bonds, Credit, Fixed Income, Series 65, Hedge Funds, Mutual Funds, Asset Allocation, Investments, Alternative Investments, Asset Management, Financial Analysis

Education
Villanova University   2009 — 2011
MBA, Finance

Saint Joseph's University   1999 — 2003
BS, Economics

St. John's High School   1995 — 1999

Chad Stacks Chad Stacks Greater Philadelphia Area Details
Chad Stacks's SEI Investments Experience April 2013 - December 2014
Job Environment Delivery Director and Sr. Project Manager SEI Investments
Industry Financial Services
Experience
SEI Investments Inc  April 2013 - Present
SEI Investments   April 2013 - December 2014
SEI Investments   August 2012 - December 2014
SEI Investments   January 2009 - August 2012
SEI Investments   December 2006 - January 2009
SEI Private Trust Company & SEI Trust Company   2005 - 2009
SEI  December 1999 - September 2005
Stratton Management Company   1997 - 1999

Skills
Project Management, Mutual Funds, Portfolio Management, Asset Managment, Financial Services, Series 7, Asset Allocation, Investments, Business Analysis, Wealth Management, Fixed Income, Relationship Management, Bloomberg, Process Improvement, Hedge Funds, Vendor Management, Requirements Gathering, Investment Management, Requirements Analysis, Alternative Investments, Banking, Asset Management, Integration, Analysis, Securities, Software Documentation, Quality Assurance, Equities, Trading, Management, Risk Management

Education
Springhouse Education   2012 — 2012
Project Management

Penn State University   1982 — 1986
B.S., Finance and Economics, business

Bryan Dori Bryan Dori Greater Philadelphia Area Details
Bryan Dori's SEI Investments Experience 2003 - 2005
Job President & CEO at Archer
Industry Financial Services
Experience
Archer  January 2015 - Present
Market Street Advisors  June 2011 - January 2015
Market Street Advisors  December 2008 - June 2011
Market Street Advisors  October 2007 - December 2008
SEI  2005 - October 2007
SEI Investments   2003 - 2005
SEI Investments   2002 - 2003
SEI Investments   2001 - 2002
SEI Investments   2000 - 2001
SEI Investments   1999 - 2000

Skills
Mutual Funds, Securities, Financial Services, ETFs, Equities, Product Management, Relationship Management, Product Development, Due Diligence, Vendor Management, Business Strategy, Executive Management, Process Improvement, Business Development, New Business Development, Separately Managed..., Trading Systems, Strategy, Middle Office, Corporate Actions, Bonds, Fixed Income, Start-ups, Management, Outsourcing, Outsourcing Management, Financial Advisory, Analysis, Finance, Operations Management, Client Services, Funding

Education
Rider University   1994 — 1998
BS, Business Management and Organizational Behavior

The Hun School of Princeton   1987 — 1993

Tim Cienkowski Tim Cienkowski Greater Pittsburgh Area Details
Tim Cienkowski's SEI Investments Experience September 2004 - June 2010
Job Business Tactics│Analytics│Proj. Coordination│Executive Support
Industry Oil & Energy
Experience
Direct Energy Business  June 2014 - Present
Direct Energy Business  June 2013 - June 2014
BNY Mellon  September 2011 - June 2013
BNY Mellon  June 2010 - September 2011
SEI Investments   September 2004 - June 2010

Skills
Project Management, Business Strategy, Creative Problem Solving, Retail Energy, High Impact PowerPoint..., Mutual Funds, Wealth Management, Back Office, Middle Office, Defined Benefit, Manage Client..., Non-Qualified Deferred..., ERISA, Workflow Management, Mentoring, CRM, Financial Analysis, Risk Management, Strategy

Education
Pennsylvania State University-Erie Campus   1999 — 2004
Bachelor of Science, Business Economics

Pennsylvania State University-Erie Campus   1999 — 2004
Bachelor of Science, Finance

NBHS
High School Diploma

Ebony Dendy, MBA Ebony Dendy, MBA Greater Pittsburgh Area Details
Ebony Dendy, MBA's SEI Investments Experience 1998 - 2000
Job Sr. Business Systems Analyst at Banking Financial Institution
Industry Investment Management
Experience
Banking Financial Institution   June 2014 - Present
Banking Financial Institution   January 2013 - May 2014
Confluence  2010 - 2013
Highmark  October 2007 - October 2009
SEI Investments   1998 - 2000

Skills
Accounting, Strategic Planning, Analysis, Sarbanes-Oxley Act, Process Improvement, Management Consulting

Education
Point Park University   2010 — 2011
MBA, International Business

University of Pittsburgh   1996 — 2000
BA, Economics

Christine McCullough, Esq. Christine McCullough, Esq. Greater Philadelphia Area Details
Christine McCullough, Esq.'s SEI Investments Experience 1999 - 2005
Job Senior Executive
Industry Management Consulting
Experience
Assigned Counsel Inc   April 2006 - 2015
SEI Investments   1999 - 2005
White & Williams, LLP   1991 - 1999
Montgomery, McCracken, Walker & Rhoads, LLP   1990 - 1991

Skills
Human Resources, New Business Development, Temporary Staffing, Executive Management, Account Management, Employee Benefits, Negotiation, Team Building, Project Management, Talent Acquisition, Organizational..., Budgets, Leadership Development, Talent Management, Temporary Placement, Business Development, Process Improvement, Employee Training, Strategic Planning, Performance Management, Training, Recruiting, Licensing, Sales, Commercial Litigation, Public Speaking, Personnel Management, Marketing, Corporate Governance, Due Diligence, Contract Negotiation

Education
Villanova University School of Law   1987 — 1990
J. D.

Saint Joseph's University   1979 — 1983
BS, Public Administration

Erin (Collinson) Pietsch Erin (Collinson) Pietsch Manasquan, New Jersey Details
Erin (Collinson) Pietsch's SEI Investments Experience October 2004 - February 2009
Job Marketing and Media Relations Manager at Plymouth Rock Assurance New Jersey
Industry Public Relations and Communications
Experience
Plymouth Rock Assurance New Jersey  July 2009 - Present
SEI Investments   October 2004 - February 2009
The Vanguard Group  February 2000 - September 2004
The Vanguard Group  June 1996 - February 2000

Skills
Marketing Strategy, Writing, Editing, Email Marketing, Advertising, Marketing Communications, Strategic Communications, Internal Communications, Leadership, Defined Benefit, Digital Marketing, Securities, Media Relations

Education
Pennsylvania State University-Great Valley Graduate Center   1999 — 2001
MBA, Management

West Chester University of Pennsylvania   1992 — 1996
BA, Communications

E. Mark Malone, CSM, PMP E. Mark Malone, CSM, PMP Greater Philadelphia Area Details
E. Mark Malone, CSM, PMP's SEI Investments Experience February 2012 - November 2012
Job Client Solutions Director at EMC
Industry Information Technology and Services
Experience
EMC  May 2014 - Present
EMM & Associates   November 2012 - May 2014
Independence Blue Cross  2013 - 2013
SEI Investments   February 2012 - November 2012
Anexinet  November 2010 - November 2012
Extolutions, Inc   January 2004 - November 2011
Legion Insurance  April 2010 - February 2011
Pfizer  April 2009 - April 2010
SEI Investments   August 2008 - January 2009
SEI Investments   June 2005 - December 2006

Skills
Customer Relations, Business Intelligence, Integration, Negotiation, Team Leadership, Program Management, Project Management, Software Project..., SDLC, Customer Service, Vendor Management, Business Process, Management, Requirements Gathering, IT Strategy, Human Resources, SharePoint, Analysis, Business Analysis, Leadership, Process Improvement, Strategy, Requirements Analysis, Microsoft SQL Server, Outsourcing, .NET

Education
Saint Joseph's University   1998 — 2000
MBA, Business Administration

Shippensburg University of Pennsylvania   1988 — 1993
BA

Salesianum School   1984 — 1988
High School

CSM Training

Suvarna Potdar Suvarna Potdar Greater Philadelphia Area Details
Suvarna Potdar's SEI Investments Experience July 2013 - Present
Job Data Modeler/Senior ETL Developer at SEI
Industry Banking
Experience
SEI Investments   July 2013 - Present
NTT Data Inc  June 2011 - Present
Goldman Sachs  June 2011 - June 2013
JPMorgan Chase & Co. - Asset Management   July 2007 - May 2011
Cognizant Technology Solutions  2004 - 2011
JPMorgan Chase & Co. - Investment Banking   January 2005 - June 2007

Skills
SDLC, SQL, Solution Architecture, Software Project..., Oracle, Data Warehousing, Business Intelligence, Databases, Data Modeling, Informatica, Business Analysis, ETL, Unix, Requirements Analysis, PL/SQL, Requirements Gathering

Education
Pune Institute of Computer Technology   2000 — 2004
Bachelor of Engineering, Electronics and Telecommunications

Alexandre Hamilton Alexandre Hamilton Greater Philadelphia Area Details
Alexandre Hamilton's SEI Investments Experience October 2010 - April 2011
Job Auditor
Industry Accounting
Experience
USDA-AMS-Dairy Programs-Market Administrator-Northeast Marketing Area-Order 1   April 2011 - Present
SEI Investments   October 2010 - April 2011
McBee Associates, Inc  May 2010 - July 2010
GSI Commerce, Inc  July 2009 - December 2009
Siemens Medical Solutions  May 2008 - September 2008
Siemens Medical Solutions  May 2007 - August 2007

Skills
Financial Analysis, Auditing, Regulatory Audits, Forecasting

Education
Saint Joseph's University   2005 — 2009
B.S., Business Administration; Accounting & Finance

Tim Flagler Tim Flagler Baltimore, Maryland Area Details
Tim Flagler's SEI Investments Experience May 2008 - March 2010
Job Portfolio Manager, JP Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan   April 2015 - Present
Morgan Stanley Smith Barney  March 2011 - Present
SEI Investments   May 2008 - March 2010
John Hancock Life Insurance Company (U.S.A.)   September 2007 - November 2007
Wilmington Finance  June 2007 - August 2007
AIG  May 2006 - August 2006

Skills
Mutual Funds, Accounting, Account Reconciliation, Financial Statements, Asset, Cash, Investments, Bloomberg, Hedge Funds, Financial Analysis, Middle Office, Fund Accounting, Wealth Management, Customer Service

Education
Saint Joseph's University   2004 — 2008
B.S., Finance - Economics

Bryan Schwenk Bryan Schwenk Greater New York City Area Details
Bryan Schwenk's SEI Investments Experience June 2006 - March 2010
Job AML Compliance Officer
Industry Banking
Experience
J.P. Morgan   August 2013 - Present
New York Philharmonic  April 2013 - July 2013
Barneys New York  January 2013 - March 2013
QBE Insurance  November 2010 - July 2012
RBS Citizens Group  June 2010 - November 2010
SEI Investments   June 2006 - March 2010

Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Research, English, Windows, Outlook, Photoshop, Teaching, HTML, Editing, Management, Financial Analysis, Data Analysis, Social Media, Payments, Cash Management, Finance, Banking, Analysis

Education
Princeton University   2003 — 2007
Bachelor of Arts (B.A.), Music

Princeton University

Jeremy Konyves Jeremy Konyves Greater New York City Area Details
Jeremy Konyves's SEI Investments Experience September 2010 - June 2012
Job Assistant Fund Controller at Avista Capital Partners
Industry Financial Services
Experience
Avista Capital Partners  March 2013 - Present
State Street Alternative Investment Solutions  June 2012 - March 2013
SEI Investments   September 2010 - June 2012
SEI Investments   May 2008 - September 2010
The Investment Fund for Foundations  September 2007 - April 2008

Skills
Financial Reporting, Fund Accounting, Sungard, Microsoft Office, Private Equity, Financial Analysis, Auditing, Investments, Valuation, Alternative Investments

Education
Saint Joseph's University   2010 — 2011
M.B.A, Finance and Financial Management Services

Saint Joseph's University   2004 — 2008
B.S, Finance

Brad Haughey, CFA Brad Haughey, CFA Toronto, Canada Area Details
Brad Haughey, CFA's SEI Investments Experience November 1999 - October 2000
Job Marketing & Client Services at Sprucegrove Investment Management Ltd.
Industry Investment Management
Experience
Sprucegrove Investment Management Ltd.   April 2014 - Present
Greystone Managed Investments Inc.  February 2007 - April 2014
McLean Budden  November 2000 - January 2007
SEI Investments   November 1999 - October 2000

Skills
Chartered Financial..., Investment Management, Equities, Wealth Management, Investments, Portfolio Management, Strategy, Financial Markets, Asset Allocation, Investment Strategies, Asset Management, Equity Research, Mutual Funds, Bloomberg, Capital Markets

Education
CFA Institute   1999 — 2001
CFA Charter

University of Windsor   1996 — 1998
B.Comm (Hons.), Finance

Queen's University   1992 — 1996
BA, Economics

Jim Homyak - PMP Jim Homyak - PMP Greater New York City Area Details
Jim Homyak - PMP's SEI Investments Experience October 2000 - July 2002
Job
Industry Financial Services
Experience
Merrill Lynch  March 2008 - Present
Merrill Lynch  September 2006 - March 2008
Merrill Lynch  June 2005 - September 2006
Merrill Lynch  June 2004 - July 2005
Merrill lynch  July 2003 - June 2004
SEI Investments   October 2000 - July 2002

Skills
Visio, Six Sigma, Risk Management, Business Process..., Program Management, Cross-functional Team..., PMP, Vendor Management, Disaster Recovery, Business Analysis, SDLC, Project Management, Management, MS Project, Business Intelligence, Process Improvement

Education
The George Washington University - School of Business   2002 — 2006
MS

Rowan University   1998 — 2000
BS

Howard Tucker Howard Tucker Greater Philadelphia Area Details
Howard Tucker's SEI Investments Experience June 2005 - March 2006
Job Plant Controller / Senior Cost Analyst at SaintGobain
Industry Building Materials
Experience
Saint-Gobain  September 2014 - Present
Saint-Gobain  October 2012 - August 2014
Quest Diagnostics  September 2009 - October 2012
Fameco Real Estate  March 2006 - September 2009
SEI Investments   June 2005 - March 2006
Titcher and Kritzstein CPA Firm   January 1999 - January 2005

Skills
Access, Outlook, PowerPoint, Detail-Oriented, Strategic Thinking, Team Collaboration, Analytics, Oracle's PeopleSoft, Excel, Word, Sungard, Bloomberg, SAP

Education
Saint Joseph's University   2006 — 2011
Master of Business Administration, Finance

York College of Pennsylvania   2001 — 2005
Bachelor of Science, Economics & Finance

Matthew Fehnel Matthew Fehnel Greater Philadelphia Area Details
Matthew Fehnel's SEI Investments Experience December 2007 - November 2011
Job Implementation Specialist at SEI
Industry Financial Services
Experience
SEI  October 2011 - Present
SEI Investments   December 2007 - November 2011
PNC Financial Services  2005 - 2007

Skills
Financial Analysis, Hedge Funds, Excel, Bloomberg, Financial Reporting, Private Equity, Customer Relations, Word, Financial Modeling, PowerPoint, Alternative Investments, Accounting, Investments, Equities, Valuation, Derivatives, Fixed Income, Securities, Microsoft Office, Forecasting, Research, Problem Solving, Process Improvement, Customer Service, Analysis, Fund Accounting, Financial Services, Bloomberg Terminal, Finance, Account Reconciliation, Bonds, Asset Allocation, Risk Management, Asset Management, Financial Accounting, Loans, Fund Administration, Fund Of Funds, Investment Management, Mutual Funds, Portfolio Management

Education
Pennsylvania State University-Great Valley Graduate Center   2009 — 2010
Masters, Finance

West Chester University of Pennsylvania   2003 — 2007
Undergraduate, Finance and Economics

Parkland High School

Roberta Spada Roberta Spada Greater Philadelphia Area Details
Roberta Spada's SEI Investments Experience June 2006 - December 2007
Job Financial Reporting Manager
Industry Pharmaceuticals
Experience
Triumph Controls LLC  May 2012 - Present
Aptalis Pharma US, Inc. (formerly Eurand Pharmaceuticals, Inc.)   January 2009 - Present
MDS Pharma Services  October 2008 - January 2009
Encorium Group, Inc.   January 2008 - September 2008
SEI Investments   June 2006 - December 2007
Draeger Medical  October 2004 - May 2006
Klarium Italia S.r.l. (Rome, Italy)   October 2001 - May 2002
Progetel Distribuzione Italia S.p.A. (Rome, Italy)   June 2000 - September 2001
Simens Medical Systems, Inc.   November 1997 - March 1999
Siemens Mecial Systems, Inc.   May 1990 - November 1997

Skills
Sarbanes-Oxley Act, Accounting, US GAAP, Internal Controls, Variance Analysis, Forecasting, Financial Reporting, Financial Analysis, Hyperion Enterprise, Auditing, Consolidation, General Ledger, Accounts Receivable, Accounts Payable

Education
Rider University   1984 — 1987
BS, Accounting

Richard Grotto Richard Grotto Greater Philadelphia Area Details
Richard Grotto's SEI Investments Experience March 1999 - September 2002
Job Relationship Executive at SunGard Relius
Industry Financial Services
Experience
SunGard  February 2014 - Present
BNY Mellon  September 2007 - 2013
PNC Managed Investments   September 2006 - August 2010
PNC Managed Investments (formerly ADVISORport)   September 2006 - September 2007
Professional Capital Services  September 2002 - September 2006
SEI Investments   March 1999 - September 2002
BISYS  1997 - 1999
Radian  February 1997 - September 1997

Skills
Product Management, New Business Development, Investments, Business Development, Mutual Funds, Retirement, Team Building, Asset Management, Marketing Strategy, Asset Allocation, Process Improvement, Team Leadership, Relationship Management, Wealth Management, Investment Advisory, Cross-functional Team..., ETFs, Competitive Analysis, Business Planning, C-Level Sales, Consultative Selling, Client Services, Account Management, Strategic Planning, Strategic Sales Plans, Key Account Development, Key Account Management, Cold Calling, Sales Management, Product Development, Client Service, Strategy Development, Proposal Generation, Customer Service, Client Issue Resolution, Business Analysis, Product Marketing, Managed Accounts, Contract Negotiation, Sales Support, Business Strategy, Public Speaking, Budgeting, Problem Solving, Vendor Management, Mentoring, Market Research, Public Relations, Marketing Communications, RFP Generation

Education
University of Phoenix   2000 — 2002
MBA, Technology Management

Philadelphia University   1992 — 1997
BS, Applied Mathematics

Jim Press Sr Jim Press Sr Greater Philadelphia Area Details
Jim Press Sr's SEI Investments Experience July 1995 - July 1997
Job Sr IT Project Leader at University of Pennsylvania
Industry Higher Education
Experience
University of Pennsylvania  July 2007 - Present
University of Pennsylvania  January 1998 - July 2007
SEI Investments   July 1995 - July 1997
Scott Paper / CSC   March 1993 - July 1995
Boeing Defense and Space Group  July 1985 - January 1993

Skills
Software Documentation, BMC Remedy, Disaster Recovery, Data Analysis, Microsoft Office, ITIL Service Operation..., QMS (ISO 9001:2008)..., ITIL v3 Foundations..., Databases, Visio, Leadership, Mainframe, SharePoint, Active Directory, Security, System Administration, Windows, Troubleshooting, Computer Hardware, VMware, Operating Systems, IT Management, Unix, Linux

Education
Widener University   1984 — 1986
Management Information Systems, General

Saint Joseph's University   1980 — 1983
Information Systems

Judith Horvath Judith Horvath Columbus, Ohio Area Details
Judith Horvath's SEI Investments Experience January 2006 - January 2009
Job Senior Support/Operations Organization Leader. Renaissance Woman. Injecting Startup Spirit into Service Teams
Industry Information Technology and Services
Experience
CAS Cemical Abstracts Service, a division of American Chemical Society   October 2010 - Present
Fair Hill Ohio   July 2010 - Present
ProntoMed   April 2009 - October 2010
SEI Investments   January 2006 - January 2009
SEI Investments   February 1998 - January 2006
Red Sector A, Inc   January 1996 - February 1998
Berkeley Group (since Acquired by Judge Group)   January 1995 - January 1996
Synapse ESMT   May 1993 - January 1995
Technology Vectors, Inc.   1990 - 1993

Skills
Organizational Change..., Customer Experience..., Customer Experience..., Call center start-up, Process Improvement, Customer Engagement, Strategic Consulting, Analysis, Contract Negotiation, Business Strategy, Business Analysis, Program Management, Project Management, Leadership, Customer Service, Public Speaking, Vendor Management, Team Leadership, Operations Management, Strategic Planning, Coaching, Change Management, Team Building, Product Development, Leadership Development, Product Management, Teaching, Non-profits, Data Structures, Call Center Architecture, Consensus Building, Healthcare Information..., Sustainable Agriculture, Research, Nutritional Medicine, Healthcare Management, Scientific Papers, Business Case Modelling, Management

Education
Verge Permaculture, Ontario, Canada   2013 — 2014
Joel Salatin's Seminar Series, Eco-Biological Systems, Scalable Alternative Agriculture, Sustanability Practices

University of Phoenix   2009 — 2010
Master of Business Administration (MBA), Health Care Management

School of Equissage   1993 — 1994
ESMT, Equine and Canine Musculoskeletal Retorative Therapies, Nutrition & Accupressure

Saint Joseph's University   1989 — 1993
English/Communications & Biology, Technical Writing & Critical Theory

Matthew Puscar Matthew Puscar King Of Prussia, Pennsylvania Details
Matthew Puscar's SEI Investments Experience November 2003 - 2007
Job Operations Manager Securities Lending Operations VP at JPMorgan Chase Bank, N.A.
Industry Investment Management
Experience
JPMorgan Chase Bank, N.A.   May 2009 - Present
BNP Paribas  July 2007 - May 2009
SEI Investments   November 2003 - 2007
PNC Advisors  2001 - 2003
infonautics  1996 - 2001

Skills
Corporate Actions, Securities, Securities Lending, Options, Derivatives, Equities, Fixed Income, Management, Bloomberg, Financial Services, Back Office, Settlement, Collateral Management, Investment Banking, DTC, Operational Risk, Global Custody, SWIFT payments, Corporate Finance, Bloomberg Terminal, Equity Derivatives, Asset Managment, Middle Office, Investments, Alternative Investments, Bonds, Operational Risk...

Education
St. Joseph's University   2003 — 2005
MBA

Temple University   1999 — 2001
BA

Christina Masick Christina Masick Houston, Texas Area Details
Christina Masick's SEI Investments Experience August 2003 - August 2005
Job
Industry Financial Services
Experience
CM Services  May 2007 - Present
T Rowe Price  September 2005 - May 2007
SEI Investments   August 2003 - August 2005

Education
Pennsylvania State University-Great Valley Graduate Center
MBA

Villanova University
BS

Stephen Paylor Stephen Paylor Greater Philadelphia Area Details
Stephen Paylor's SEI Investments Experience 2006 - 2007
Job
Industry Computer Software
Experience
Swift Capital  May 2015 - Present
Comcast  September 2014 - April 2015
The Children's Hospital of Philadelphia  September 2013 - August 2014
Project Management Institute  October 2010 - August 2013
MEDecision  July 2007 - March 2010
SEI Investments   2006 - 2007
Educational Testing Service  March 2005 - January 2006
Philadelphia Gas Works  January 2005 - February 2005
Genilogix  July 2003 - February 2004
Siemens  October 2001 - March 2003

Skills
JavaScript, Process Improvement, Automation, Java, Quality Assurance, Project Management, MS Project, Software Quality..., Selenium, SOA, Manual Testing, Visio, Test Automation, Team Leadership, Microsoft SQL Server, Cloud Computing, Requirements Analysis, Web Applications, Agile Methodologies, Vendor Management, Visual Studio, Eclipse, Business Analysis, Scrum, Unix, SDLC, Software Project..., Databases, Quality Center, Enterprise Software, SharePoint, Integration, SQL, XML

Education
Randolph-Macon College   1990 — 1994
BA

Kevin A. Worsh Kevin A. Worsh Wilmington, Delaware Details
Kevin A. Worsh's SEI Investments Experience March 2001 - April 2006
Job Senior Wealth Director I help successful Executives and Families avoid the mistakes that diminish wealth
Industry Financial Services
Experience
BNY Mellon Wealth Management  November 2010 - Present
Merrill Lynch Global Wealth Management  December 2008 - November 2010
Neuberger Berman  April 2006 - December 2008
SEI Investments   March 2001 - April 2006
The Graham Company  September 1992 - March 2001
Unted States Navy   July 1985 - September 1992

Skills
Investment Strategies, Portfolio Management, Wealth Management, Leadership, Mutual Funds, Hedge Funds, Asset Allocation, Finance, Asset Management, Financial Risk, Series 7, Wealth, Alternative Investments, Retirement Planning, Financial Advisory, Capital Markets, Investment Banking, Retirement, Strategic Financial..., Separately Managed..., Valuation, Wealth Management..., Estate Planning, Bonds, Investments, Financial Planning

Education
Rensselaer Polytechnic Institute   1990 — 1992
MBA, Manufacturing and Finance

United States Naval Academy   1981 — 1985

K. Michael Ludwig K. Michael Ludwig Greater Philadelphia Area Details
K. Michael Ludwig's SEI Investments Experience September 2002 - November 2003
Job Credit Analyst at De Lage Landen Financial Services
Industry Financial Services
Experience
De Lage Landen Financial Services  June 2005 - Present
De Lage Landen Financial Services  March 2004 - January 2005
SEI Investments   September 2002 - November 2003

Education
Pennsylvania State University-Great Valley Graduate Center   2006 — 2008
MBA, Business

Saint Joseph's University   1998 — 2002

Brian McAndrews Brian McAndrews Greater Philadelphia Area Details
Brian McAndrews's SEI Investments Experience August 2004 - August 2006
Job Senior Treasury Analyst at Aramark Corp
Industry Financial Services
Experience
Aramark Corp  May 2007 - Present
SEI Investments   August 2004 - August 2006
Delaware Investments  October 2003 - August 2004

Skills
Cash Management, Reconciliation, Funding, Finance, Financial Reporting, Account Reconciliation, Asset Management, Variance Analysis, Cash Flow, Financial Analysis, Investments, Sarbanes-Oxley Act

Education
Saint Joseph's University   1998 — 2005
MBA, Finance

Falguni Patel Falguni Patel Greater Philadelphia Area Details
Falguni Patel's SEI Investments Experience September 2009 - Present
Job GWP Asset Data Services Specialist at SEI Investments
Industry Financial Services
Experience
SEI Investments   September 2009 - Present
SEI  November 2007 - September 2009
SEI  November 2005 - September 2007

Education
Rutgers, The State University of New Jersey-New Brunswick   1999 — 2003
Bachelor of Arts (BA), Economics

North Brunswick Township High School   1996 — 1999

Joann Guinto Joann Guinto Greater New York City Area Details
Joann Guinto's SEI Investments Experience December 2005 - April 2010
Job Assistant Vice President at Citi
Industry Financial Services
Experience
Citi  January 2013 - Present
Black Pearl Financial, Inc.   January 2011 - December 2012
Barclays Capital  March 2010 - January 2011
SEI Investments   December 2005 - April 2010
Club Monaco (A Polo Ralph Lauren Company)   April 2004 - August 2005
Princeton Financial Systems (A State Street Company)   April 2003 - April 2004
State Street (Formerly Deutsche Bank)   January 2001 - April 2003

Skills
Risk Management, Analysis, Equities, Process Improvement, Back Office, Management, Business Analysis, Account Reconciliation, Banking, Bonds, Bank Reconciliation, Mutual Funds, Cash Management, User Acceptance Testing, Investments, Securities, Financial Services, Portfolio Management

Education
Rutgers, The State University of New Jersey-Newark   1996 — 2000
BS, Finance and Economics

Jeff Bullian Jeff Bullian Greater Boston Area Details
Jeff Bullian's SEI Investments Experience 2004 - 2004
Job Experienced Executive, Advisor, and Investor
Industry Management Consulting
Experience
The Kessler Group  2011 - Present
Capital One  2009 - 2011
Oliver Wyman  2005 - 2009
SEI Investments   2004 - 2004

Skills
Financial Modeling, Corporate Development, Financial Services, Strategy, Business Strategy, Valuation, Research, Private Equity, Banking, Angel Investing, Credit Cards, Risk Management, Payments, Peer-to-peer, Management, Consulting, New Business Development, Competitive Intelligence, Investments, Coaching, Real Estate, Basketball Coaching, Basketball, Fantasy Football, Team Building, Mentoring, Corporate Strategy..., Mortgage Banking, Retail Banking, Marketing Strategy, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Strategic Partnerships, Analytics, Finance, Financial Risk, Deposits, Mortgage Lending, Start-ups, Mergers & Acquisitions, Leadership

Education
Princeton University
BSE, Operations Research and Financial Engineering

Gateway Senior High School

Scott Kotran Scott Kotran Allentown, Pennsylvania Area Details
Scott Kotran's SEI Investments Experience Manager Postscript ReportingCheckFree Investment Services1998 - 2006
Job Manager Global Institutional Reporting at SEI Investments
Industry Financial Services
Experience
SEI Investments   Manager Postscript ReportingCheckFree Investment Services1998 - 2006

Skills
Portfolio Management, Equities, Financial Services, Business Analysis

Education
Pennsylvania State University   1990 — 1994
Business

Jill Siebels Jill Siebels Greater Philadelphia Area Details
Jill Siebels's SEI Investments Experience Solution ManagerSEI2003 - Present
Job Solution Manager at SEI Investments
Industry Financial Services
Experience
SEI Investments   Solution ManagerSEI2003 - Present
Quest Diagnostics  2002 - 2003
General Electric  1996 - 2003
General Electric  1991 - 1998

Skills
Six Sigma

Education
Rutgers University-New Brunswick   1986 — 1991

Linda Massimi Linda Massimi Greater Philadelphia Area Details
Linda Massimi's SEI Investments Experience June 2005 - Present
Job Senior Director of Accounting and Operations at SEI Investments
Industry Accounting
Experience
SEI Investments   June 2005 - Present
State Street Corp., Princeton, NJ   January 2003 - June 2005
Merrill Lynch, Princeton, NJ   June 1999 - January 2003

Skills
Project Management, Trading Support, Sales Support, Analysis, Investments, Process Improvement, Valuation, Accounting, Private Equity, Account Reconciliation, Budgets, Options, Leadership, Middle Office, Auditing, Management, Financial Analysis, Funding, Sales Operations, Trading, Hedge Funds, Portfolio Management

Education
Rider University   1995 — 1999
Bachelor of Science in Business Administration, Major: Accounting, Minor: Law and Justice

Ernie Gigante Ernie Gigante Greater Philadelphia Area Details
Ernie Gigante's SEI Investments Experience 2007 - Present
Job Trader at SEI Investments
Industry Financial Services
Experience
SEI Investments   2007 - Present
SEI Investments   2005 - 2007
Bryn Mawr Trust  2004 - 2005
PNC Advisors  1998 - 2003

Skills
Corporate Actions

Education
Saint Joseph's University   1994 — 1998
B.S. Finance, Finance

Jesuit High School   1990 — 1994

Ed Loughlin Ed Loughlin Greater Philadelphia Area Details
Ed Loughlin's SEI Investments Experience 1979 - Present
Job Exec VP at SEI
Industry Investment Management
Experience
SEI  September 1992 - Present
SEI Investments   1979 - Present

Skills
Alternative Investments, Hedge Funds, Investment Management, Fund Of Funds, ETFs

Education
Saint Joseph's University   1969 — 1973
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance

Justin Day Justin Day Greater Philadelphia Area Details
Justin Day's SEI Investments Experience February 2011 - December 2013
Job Institutional Advisory Associate at SEI
Industry Capital Markets
Experience
SEI  January 2013 - Present
SEI Investments   February 2011 - December 2013
Towers Watson  October 2008 - February 2011
Susquehanna International Group  June 2007 - July 2008

Education
Saint Joseph's University   2003 — 2007
BS, Mathematics, Economics

Eugene Cichanowsky Eugene Cichanowsky Greater Philadelphia Area Details
Eugene Cichanowsky's SEI Investments Experience August 1999 - June 2004
Job AVP Treasury
Industry Financial Services
Experience
Radian Group Inc.  January 2010 - Present
Radian Group Inc  June 2004 - January 2010
SEI Investments   August 1999 - June 2004
SEI  1999 - 2004

Education
Saint Joseph's University - Erivan K. Haub School of Business   2006 — 2008
Master of Business Administration (MBA), Business Administration and Management, General

Penn State University   1995 — 1999
BS, Accounting

Wade Koenecke Wade Koenecke Princeton, New Jersey Details
Wade Koenecke's SEI Investments Experience July 2008 - June 2009
Job Associate at Hill Wallack LLP
Industry Law Practice
Experience
Hill Wallack LLP  September 2013 - Present
New Jersey Superior Court, Appellate Division  August 2012 - August 2013
Rutgers Law Journal  August 2010 - May 2012
Philadelphia Commission on Human Relations  May 2011 - December 2011
SEI Investments   July 2008 - June 2009
Dow Jones Newswires  June 2007 - August 2007

Education
Rutgers University School of Law - Camden   2009 — 2012
J.D., Magna Cum Laude

Susquehanna University   2004 — 2008
B.S., Business - Finance Emphasis, Philosophy, Summa Cum Laude

Amanda Reilly Amanda Reilly Greater Philadelphia Area Details
Amanda Reilly's SEI Investments Experience July 2008 - Present
Job Internal Client Service Director at SEI Investments
Industry Investment Banking
Experience
SEI Investments   July 2008 - Present
Deutsche Bank  September 2007 - July 2008
JPMorgan Chase  December 2004 - September 2007

Skills
Hedge Funds, Fixed Income, Capital Markets, Middle Office, Equities, Asset Managment, Swaps, Bloomberg, Investment Banking, Derivatives, Investments, Financial Services, Portfolio Management, Trading

Education
Rowan University   2002 — 2006

Villanova University

Win Stauffer Win Stauffer Greater Philadelphia Area Details
Win Stauffer's SEI Investments Experience September 1996 - July 2000
Job Vice President, Director at PNC PCA Capital Advisors
Industry Financial Services
Experience
PNC Advisors  March 2013 - Present
Vanguard  April 2001 - April 2012
United States Marine Corps  June 1991 - December 2000
SEI Investments   September 1996 - July 2000

Skills
Change Management, Contract Negotiation, Series 63, Series 7, Market Analysis, New Business Development, Cross Selling, Contract Negotiations, Series 66, Business Development, Product Development, Marketing Strategy, Marketing Management, Leadership Development, Team Building, Team Management, Cross-functional Team...

Education
Rutgers, The State University of New Jersey-New Brunswick   1988 — 1990
B.A ., English

Southern Methodist University   1985 — 1988

Northfield Mt. Hermon   1984 — 1985

Chestnut Hill Academy   1979 — 1984

Thomas Palmer Thomas Palmer Greater Philadelphia Area Details
Thomas Palmer's SEI Investments Experience February 2001 - July 2004
Job IT Project Manager / Lead at SEI
Industry Investment Management
Experience
SEI  October 2013 - Present
SEI  January 2007 - October 2013
Halfpenny Technologies  July 2004 - January 2007
SEI Investments   February 2001 - July 2004
Advanced Health Technologies  May 1998 - February 2001
SmithKline Beecham  1997 - May 1998
United States Marine Corps  October 1991 - May 1997

Skills
Microsoft SQL Server, T-SQL, SQL, SharePoint, Disaster Recovery, Data Warehousing, SDLC, Business Analysis, SSIS, .NET, SSRS, Database Administration, Business Intelligence, Powershell, ITIL Certified, SSAS 2008, Server Clustering, VMware, Windows Sharepoint..., Databases, VBA, Security, Enterprise Software, Servers, Change Management, Windows Powershell, IT-BPO, High Availability..., Windows Server, Virtualization, Requirements Analysis, Data Center, Vendor Management, Software Project..., Agile Methodologies, Project Management, Process Improvement, Management, Information Technology

Education
Pennsylvania State University-Great Valley Graduate Center   2008 — 2012
Masters of Science, Information Science, 3.86 GPA

University of Phoenix   2001 — 2004
BA, Information Sciences

Computer Learning Center - Plymouth Meeting Campus   1997 — 1997
Computer Networking Program, Microsoft Certified System Engineer (MCSE) Certification

Pennsylvania State University Abington   1994 — 1997
BA, Information Sciences

Jonathan Steele Jonathan Steele Toronto, Canada Area Details
Jonathan Steele's SEI Investments Experience February 2007 - September 2007
Job Director of Business Development and Strategy at Rubikloud Technologies
Industry Information Technology and Services
Experience
Rubikloud Technologies   March 2015 - Present
Nielsen  March 2013 - Present
Vision Critical  January 2012 - March 2013
Vision Critical  January 2010 - January 2012
Vision Critical  March 2008 - December 2009
Michelle Massie Marketing   September 2007 - February 2008
SEI Investments   February 2007 - September 2007
Nalco Chemical Company  March 2004 - February 2007
George Weston Bakeries  2003 - 2004

Skills
Account Management, Online Marketing, Online Research, Market Research, Online Advertising, Business Strategy, Top-notch Customer..., B2B, Business Development, Cross-functional Team..., Leadership, New Business Development, CRM, Strategy, Management, Project Management, Sales, Strategic Planning, Training, Team Management, Negotiation, Competitive Analysis, Process Improvement, Marketing Research, Analytics, Customer Satisfaction

Education
The University of Georgia   2012 — 2013
Principles of Marketing Research Certificate, Marketing Research, Pass

York University - Schulich School of Business   2006 — 2009
MBA, Strategic Management and Economics

Queen's University   1998 — 2002
BSc, Chemical Engineering

Queen's University   1998 — 2002
BA, Philosophy

George Bailey, CIPM George Bailey, CIPM Greater Philadelphia Area Details
George Bailey, CIPM's SEI Investments Experience May 2004 - March 2005
Job Senior Account Manager at InvestEdge, Inc.
Industry Financial Services
Experience
InvestEdge, Inc.   April 2015 - Present
QED Financial Systems, Inc.   January 2014 - April 2015
QED Financial Systems, Inc.   November 2012 - January 2014
InvestEdge, Inc.   May 2012 - November 2012
QED Financial Systems, Inc.   November 2011 - May 2012
QED Financial Systems  February 2007 - November 2011
Delaware Investments  2005 - 2007
SEI Investments   May 2004 - March 2005

Skills
Performance Measurement, Fixed Income, Mutual Funds, Portfolio Management, Investments, Business Analysis, Equities

Education
Rutgers University – Camden   1996 — 2001
economics

CFA Institute
CIPM

Karen Gollins Butow Karen Gollins Butow Greater Philadelphia Area Details
Karen Gollins Butow's SEI Investments Experience February 2011 - Present
Job Risk Management Analyst
Industry Financial Services
Experience
SEI Investments   February 2011 - Present
Moody's Investors Service  June 2006 - February 2011

Education
Villanova University   2011 — 2014
MBA

Rensselaer Polytechnic Institute   2002 — 2006
Bachelor of Science (B.S.), Mathematics, Economics

Kimberly Klein Fishburn, PMP Kimberly Klein Fishburn, PMP Greater Denver Area Details
Kimberly Klein Fishburn, PMP's SEI Investments Experience October 2000 - April 2004
Job Strategy Consultant Strategy & Portfolio Management at Kaiser Permanente Colorado Business Information Office
Industry Hospital & Health Care
Experience
Kaiser Permanente Colorado Business Information Office   June 2014 - Present
Kaiser Permanente  November 2013 - June 2014
Kaiser Permanente IT  November 2007 - November 2013
Kaiser Foundation Health Plan  April 2006 - September 2007
SEI Investments   October 2000 - April 2004
Allianz Life / DVFS, LLC   1999 - 2001
DVFS  February 1999 - September 2000
CoreStates Bank  1995 - 1998

Skills
PMP, Data Warehousing, Visio, SharePoint, Enterprise Architecture, PMO, SDLC, Systems Analysis, Healthcare Information..., Integration, MS Project, Software Project..., Process Improvement, IT Management, IT Strategy, Vendor Management, Requirements Analysis, Business Analysis, Program Management, Solution Architecture, Change Management, Project Management, ERP, Management Consulting, Project Portfolio..., Business Process..., Business Intelligence, Resource Management, Business Process, Requirements Gathering, Disaster Recovery

Education
Saint Joseph's University   1999 — 2001
Master of Arts (MA), Training and Organizational Development

Pierce College   1997 — 1998
Associates, Business

York College of Pennsylvania   1990 — 1994
Bacholers, Communications with Minor in PR

Erin Keating Erin Keating Greater New York City Area Details
Erin Keating's SEI Investments Experience August 2004 - August 2005
Job Associate Manager at SS&C Globeop
Industry Accounting
Experience
SS&C GlobeOp  June 2015 - Present
Rho Capital Partners   January 2010 - May 2015
Veronis Suhler Stevenson  March 2007 - June 2009
HSBC  October 2006 - February 2007
BISYS Fund Services  August 2005 - September 2006
SEI Investments   August 2004 - August 2005
SEI Investments   April 2003 - July 2004
SEI Investments   July 2000 - March 2003
GEFA  1999 - 1999

Skills
Reconciliation, Valuation, Fund Accounting, Hedge Funds, Financial Analysis, Account Reconciliation

Education
Philadelphia University   1996 — 2000
BS, Accounting

Joseph P Shannon Joseph P Shannon Greater Philadelphia Area Details
Joseph P Shannon's SEI Investments Experience 1994 - 1997
Job IT Director at University of Pennsylvania
Industry Information Technology and Services
Experience
Drexel University  June 2008 - Present
University of Pennsylvania  December 2004 - Present
Philadephia Sports Hall of Fame   2009 - 2014
MediMedia USA  October 2001 - November 2004
Clariti Wireless   August 2000 - August 2001
KPMG  November 1997 - August 2000
SEI Investments   1994 - 1997
GMAC Mortgage  December 1987 - August 1994

Skills
Disaster Recovery, Project Management, Visio, Teaching, IT Strategy, Computer Security, Vendor Management, Enterprise Network..., Higher Education, Management, System Administration, Business Analysis, Troubleshooting, IT Management, Information Technology, Leadership, Strategic Planning, Program Management

Education
Saint Joseph's University   1990 — 1995
MBA, MIS

Saint Joseph's University   1982 — 1986
Bachelor of Science, Psychology, Business Minor

Archbishop Wood H.S.   1978 — 1982

Aaron Von Alst Aaron Von Alst Greater Philadelphia Area Details
Aaron Von Alst's SEI Investments Experience June 2010 - March 2012
Job Business Process Analyst BPM at SEI
Industry Financial Services
Experience
SEI  July 2011 - Present
SEI Investments   June 2010 - March 2012
SEI  2005 - August 2010

Skills
Operations Management, Client Services, International Operations, Cross-functional Team..., Business Management, Business Process, Business Analysis, Project Implementation, Process Improvement, Business Process..., Institutional, Internal Communications, Business Advisory, SharePoint, OnBase, Visio, FileNet, Web Parts, SQL Server, InfoPath, Microsoft CRM, Document Imaging, Trading Systems, KPI, Client Interfacing, Change Management, Group Presentations, Software Training, Training & Development

Education
Saint Joseph's University - Erivan K. Haub School of Business   2009 — 2012
MBA, Business Intelligence

York College of Pennsylvania   2001 — 2005
B.S., Economics/Finance

Barry Brick Barry Brick Jupiter, Florida Details
Barry Brick's SEI Investments Experience 1991 - 2002
Job President at QuinnCom Web Design
Industry Internet
Experience
Queen Anne's Gate Capital Management   2012 - 2014
Nine Thirty Capital Management   2011 - 2012
Guidance Capital / William Blair   2002 - 2011
SEI Investments   1991 - 2002

Education
Saint Joseph's University
MBA, Finance

State University of New York at Albany
Bachelor of Science (BS), Accounting

Anthony Medici Anthony Medici Greater Philadelphia Area Details
Anthony Medici's SEI Investments Experience 1996 - 2005
Job Director at BlackRock
Industry Financial Services
Experience
BlackRock  December 2008 - Present
BlackRock  March 2005 - December 2008
SEI Investments   1996 - 2005

Education
Saint Joseph's University   1992 — 1996
BS, Finance

Kimberly Aman Kimberly Aman Greater Philadelphia Area Details
Kimberly Aman's SEI Investments Experience 2002 - 2006
Job Sr. Financial Analyst at Quest Diagnostics
Industry Financial Services
Experience
Quest Diagnostics  February 2014 - Present
Susquehanna International Group  April 2006 - February 2014
SEI Investments   2002 - 2006
The Vanguard Group  June 2000 - January 2002

Education
Saint Joseph's University   2003 — 2005
MBA, Finance

University of Scranton   1996 — 2000
BS, Marketing

Harry Bickel Harry Bickel Greater Philadelphia Area Details
Harry Bickel's SEI Investments Experience October 2006 - February 2009
Job Employee Benefits Consultant
Industry Insurance
Experience
Precision Benefits Group   September 2010 - Present
Delaware Valley Financial Group  January 2010 - July 2010
SEI Investments   October 2006 - February 2009
SEI Distribution Company   July 2005 - October 2006
Acme Markets  October 1998 - July 2006
PNC Bank  August 2004 - July 2005

Skills
Employee Benefits, Account Management, Insurance, New Business Development, Life Insurance, Marketing, Disability Insurance, Relationship Management, Small Business

Education
Philadelphia University   1999 — 2003
B.S, Management Information Systems and Marketing

Robert Rosado Robert Rosado Dallas/Fort Worth Area Details
Robert Rosado's SEI Investments Experience December 2007 - March 2009
Job Brokerage Operations Risk Analyst at First Command Financial Services
Industry Financial Services
Experience
First Command Financial Services  June 2013 - August 2015
Managed Investments (Pershing, a BNY Mellon company)   January 2012 - May 2013
Managed Investments (Pershing, a BNY Mellon Company)   May 2009 - January 2012
SEI Investments   December 2007 - March 2009
Vanguard  August 2005 - December 2007

Skills
Mutual Funds, Equities, Bloomberg, Fixed Income, Securities, Financial Services, Portfolio Management, Investments, Financial Analysis, Hedge Funds, Alternative Investments, Asset Managment, Strategic Financial..., Financial Modeling, Risk Management, Series 7, Finance

Education
Saint Joseph's University   2009 — 2011
Graduate studies

West Chester University of Pennsylvania   2001 — 2005
Bachelor of Science, Marketing

Henderson   2000 — 2001

Ed Bursich Ed Bursich Greater Philadelphia Area Details
Ed Bursich's SEI Investments Experience January 2000 - July 2005
Job Sales Manager at Crowne Plaza Philadelphia Valley Forge
Industry Hospitality
Experience
Crowne Plaza Philadelphia Valley Forge  November 2014 - Present
Bursich Property Services   September 2011 - November 2014
United Sports  June 2008 - September 2011
Bursich Associates   August 2005 - May 2008
SEI Investments   January 2000 - July 2005

Education
Penn State University   1995 — 1999

Malvern Preparatory School   1990 — 1994

Sharon Quinones Sharon Quinones Greater New York City Area Details
Sharon Quinones's SEI Investments Experience January 2004 - May 2005
Job Fund Accountant at Bank of New York Mellon
Industry Financial Services
Experience
Bank of New York Mellon  June 2011 - Present
Bank of New York Mellon  May 2005 - June 2011
SEI Investments   January 2004 - May 2005
Hope Worldwide  November 2000 - July 2003

Skills
Risk Management, Financial Analysis, Trade Inputting..., Securities Pricing, Reporting Procedures, Organizational..., Federal & State..., Hedge Fund Accounting, Reconciliation Processes, Currency Reconciliations, Trade Settlement..., Year-End Audits, Events Coordination, International Business, SOX Requirements, SEC Financial Reporting, GAAP, Microsoft Excel, Microsoft Word, Microsoft Outlook, LAMP Enterprise Software, Blackbaud Fund..., QuickBooks Professional, SunGard InvestOne, Research, Bloomberg, Event Planning, Account Reconciliation, Outlook, Strategic Planning

Education
Philadelphia University
Bachelor’s Degree, Bachelor of Science - Finance, International Business

Eric Kazatsky Eric Kazatsky Greater Philadelphia Area Details
Eric Kazatsky's SEI Investments Experience March 2011 - Present
Job Senior Municipal Credit Analyst at SEI Investments
Industry Investment Management
Experience
SEI Investments   March 2011 - Present
School District of Philadelphia  October 2009 - February 2011
PNC  September 2005 - October 2009
RLI  2003 - 2005
Pitcairn  2001 - 2002
Pitcairn  2001 - 2002

Skills
Fixed Income, Bonds, Series 63, Asset Management, Securities, Public Finance, Project Finance, Credit Risk, Financial Risk, Municipal Bonds, Municipalities, Financial Statement..., Local Government, State Government, Bloomberg, Finance, Derivatives, Analysis, Portfolio Management, Financial Analysis, Capital Markets, Investment Banking, Investments, Financial Modeling, Trading, Credit Analysis, Series 7, Credit

Education
Temple University - Fox School of Business and Management   2014 — 2016
Master of Science (MS)

Saint Joseph's University   2001 — 2005
Master of Business Administration (M.B.A.)

University of Pittsburgh   1996 — 2000
Bachelor of Arts (B.A.)

Bensalem High School   1992 — 1996

Alex Ziegler Alex Ziegler Greater Philadelphia Area Details
Alex Ziegler's SEI Investments Experience January 2011 - Present
Job Investment Analyst US Equity Team
Industry Investment Management
Experience
SEI Investments   January 2011 - Present
SEI Investments   July 2009 - December 2010

Skills
Investment Management, Due Diligence, Fund Of Funds, Mutual Funds, Equities, Factset, eVestment Alliance, Microsoft Excel, Microsoft Word, PowerPoint, Structural Firefighting

Education
Saint Joseph's University - Erivan K. Haub School of Business   2005 — 2009
Bachelor of Science in Business Administration, Finance, Economics

Valley Forge Military Academy & College   2001 — 2005
HS Diploma

Dina Welch Dina Welch Greater Philadelphia Area Details
Dina Welch's SEI Investments Experience 2007 - 2008
Job Senior Client Portfolio Manager at Schroders
Industry Investment Management
Experience
Schroders  July 2009 - Present
SEI Investments   2007 - 2008
SEI Investments   2003 - 2007
Delaware Investments  2002 - 2003
Provident Mutual Life Insurance Company  1983 - 2001

Education
Saint Joseph's University   1984 — 1986
MBA, Finance

Saint Joseph's University   1978 — 1982
BS, Business Management

Joe Vives, PMP Joe Vives, PMP Greater New York City Area Details
Joe Vives, PMP's SEI Investments Experience July 2006 - November 2006
Job PM/SBA Financial Industry Conversion and Implementations Specialist.
Industry Financial Services
Experience
Discover Pulse   October 2014 - March 2015
The Arietis Group   September 2013 - October 2014
Broadridge Financial Services  February 2010 - September 2013
Wachovia Securities, LLC  August 2008 - December 2009
BROADRIDGE FINANCIAL SERVICES  June 2007 - July 2008
JPMORGANCHASE  November 2006 - June 2007
SEI INVESTMENTS   July 2006 - November 2006
FANNIEMAE  February 2006 - June 2006
WACHOVIA SECURITIES  October 2004 - February 2006
ETRADE  June 2004 - October 2004

Skills
PMO, Testing, SharePoint, Business Process, User Acceptance Testing, Requirements Analysis, Management, Derivatives, Fixed Income, Training, Mergers & Acquisitions, Banking, Risk Management, Equities, Business Analysis

Education
American Management Association   2001 — 2001
PMP Certification, Project Management

Queens College   1977 — 1981
BA, Accounting

Harvey Forsyth Harvey Forsyth Greater Philadelphia Area Details
Harvey Forsyth's SEI Investments Experience 2001 - 2005
Job Financial Accounting Manager at ING
Industry Financial Services
Experience
ING  September 2005 - Present
SEI Investments   2001 - 2005
SEI Investments   1998 - 2001
SEI Investments   1997 - 1998
Olde Discount Stock Brokers  1996 - 1998

Education
Saint Joseph's University   1992 — 1996
BS, Finance

Marina Bitar, CFA Marina Bitar, CFA Greater Philadelphia Area Details
Marina Bitar, CFA's SEI Investments Experience September 2009 - Present
Job Investment Performance Data Analyst at SEI
Industry Financial Services
Experience
SEI Investments   September 2009 - Present
SEI Investments   May 2008 - September 2009

Skills
Chartered Financial...

Education
Saint Joseph's University   2008 — 2012
MBA

Ursinus College   2002 — 2006
BA, Business and Economics / International Relations

David Carlson, CFA David Carlson, CFA Greater Philadelphia Area Details
David Carlson, CFA's SEI Investments Experience August 1999 - November 2005
Job Senior Vice President, Head of Investment Solutions Research at AMG Funds
Industry Investment Management
Experience
AMG Funds  January 2011 - Present
AMG Funds  December 2009 - January 2011
AMG Funds  November 2005 - December 2009
SEI Investments   August 1999 - November 2005
The Vanguard Group  June 1993 - August 1999

Skills
Portfolio Management, Investments, Mutual Funds, Investment Strategies, Series 63, Due Diligence, Asset Allocation, Asset Management, Emerging Markets, Global Asset Allocation, Risk Management, Portfolio Optimization, Series 6, CFA, Alternative Investments, Equities

Education
Saint Joseph's University   1996 — 2001
MBA, Finance

West Chester University of Pennsylvania   1988 — 1991
BS, Marketing

Matthew Kalkbrenner Matthew Kalkbrenner Greater Philadelphia Area Details
Matthew Kalkbrenner's SEI Investments Experience January 2008 - July 2008
Job Financial Services Professional
Industry Financial Services
Experience
PNC  August 2009 - Present
SEI Investments   January 2008 - July 2008

Education
Saint Joseph's University   2005 — 2009
BA, Finance

Stephen Darby Stephen Darby Greater Philadelphia Area Details
Stephen Darby's SEI Investments Experience 1982 - 1994
Job Principal at Copper River Funding, LLC
Industry Investment Management
Experience
Copper River Funding, LLC   January 2013 - Present
CRF Commercial Bridge Fund, LLC   December 2011 - Present
Misty Mountains Associates, LLC   April 2011 - Present
Schneider Capital Management   January 2001 - January 2013
InvestorForce  1998 - 2001
Pilgrim Baxter & Associates  1996 - 1998
Turner Investment Partners  1994 - 1996
SEI Investments   1982 - 1994

Skills
Client Services, Asset Management, Commercial Mortgages, Credit, Real Estate Private..., Financial Markets, Relationship Management, Equities, Asset Allocation, Hard Money Lending, Asset Managment, Financial Services, Mutual Funds, Wealth Management, Investments, Hedge Funds, Investment Strategies, Real Estate, Due Diligence, Alternative Investments, Series 7, Portfolio Management, Fixed Income, Securities, Institutional..., Strategic Financial..., Mergers & Acquisitions, Investment Management, Private Equity, Commercial Real Estate, Venture Capital, Valuation, Private Placements, Financial Structuring

Education
University of Pennsylvania - The Wharton School   1976 — 1978
M.B.A.

Princeton University   1972 — 1976
A.B.

Joseph Lydon Joseph Lydon Greater Philadelphia Area Details
Joseph Lydon's SEI Investments Experience 1997 - 1999
Job Sales and Marketing GOAL Consulting
Industry Financial Services
Experience
GOAL Consulting   October 2010 - Present
GE Asset Management  July 2006 - July 2010
ING Mutual Funds   1999 - 2005
SEI Investments   1997 - 1999
SEI Investments - Fund Resources   1995 - 1997
Dreman Value Management  1993 - 1995
Dreman Value Management  1989 - 1995

Education
Saint Joseph's University   1977 — 1981
BS, Accounting

Kenneth Zimmer (kenzmm@aol.com) Kenneth Zimmer (kenzmm@aol.com) Greater Philadelphia Area Details
Kenneth Zimmer (kenzmm@aol.com)'s SEI Investments Experience April 1982 - June 2007
Job President ProfitPoint
Industry Financial Services
Experience
ProfitPoint, Inc.   December 2011 - Present
SEI Investments   April 1982 - June 2007

Skills
Asset Managment, Business Services, New Business Development, Strategic Planning, Outsourcing, Business Intelligence

Education
Rider University   1975 — 1980
Bachelor of Arts, Marketing

Francis Kukielka Francis Kukielka Greater Philadelphia Area Details
Francis Kukielka's SEI Investments Experience October 2007 - July 2010
Job Business Development and Operations at United Metro Energy Corp.
Industry Oil & Energy
Experience
United Metro Energy Corp.  July 2015 - Present
Talen Energy  June 2015 - July 2015
PPL EnergyPlus, a PPL Corporation   June 2014 - May 2015
PPL EnergyPlus, a PPL Corporation   October 2012 - June 2014
PPL  July 2010 - September 2012
SEI Investments   October 2007 - July 2010

Skills
MS Office Suite, SQL, Microstrategy, Aligne, Investran, Investier, InvestOne, Dynamic Stochastic..., Requirements Gathering, Test Management, System Testing, MathCAD, Regression Anlaysis for..., Allegro, Dodd-Frank, Agile Methodologies, Project Management, Regression Testing, Forecasting, Business Analysis, Commodity Markets, Microsoft Office, Energy, Commodity, Electricity Markets, Analysis, Data Analysis, Financial Analysis, Financial Modeling, Management, Risk Management, Trading

Education
Temple University   2004 — 2006
Master's Degree, Finance and Economics

Saint Joseph's University   2000 — 2004
Bachelor's Degree, Economics

ACCHS   1996 — 2000

Andy Lechman Andy Lechman Greater Philadelphia Area Details
Andy Lechman's SEI Investments Experience May 2009 - October 2010
Job Business Administrator / Board Secretary at New HopeSolebury School District
Industry Financial Services
Experience
New Hope-Solebury School District  August 2015 - Present
Carbon Lehigh Intermediate Unit  September 2011 - August 2015
Allentown School District  October 2010 - September 2011
SEI Investments   May 2009 - October 2010
SEI Investments   November 2007 - April 2009
SEI Investments   April 2006 - November 2007
SEI Investments   February 2005 - April 2006
SEI Investments   October 2003 - February 2005
Prince George's County Public Schools  September 2002 - August 2003

Skills
Budgets, Leadership, Microsoft Excel, Budget Monitoring, Budget Forecasts, Financial Variance..., MS Excel Pivot Tables, Staff Management, Analysis, Project Management, Management, Performance Management, Customer Service, Cross-functional Team..., Strategic Planning, Project Planning, Financial Analysis, Business Analysis, Accounting, Financial Services, Vendor Management, Finance

Education
Pennsylvania State University-Great Valley Graduate Center   2004 — 2007
MBA

Widener University   1997 — 2001
Bachelor of Arts, Elementary Education

Neeraj Choudhary Neeraj Choudhary Greater Philadelphia Area Details
Neeraj Choudhary's SEI Investments Experience 2007 - 2012
Job Program Manager
Industry Information Technology and Services
Experience
NTT DATA Americas  August 2015 - Present
National Payments Corporation Of India (NPCI)   October 2014 - August 2015
Vanguard  October 2012 - August 2014
SEI Investments   2007 - 2012
NTT DATA  June 2006 - December 2006
Cognizant Technology Solutions  December 2004 - March 2006
Cognizant Technology Solutions  September 2004 - December 2004
Netsmartz  November 2003 - June 2004
Saama Technologies  November 2000 - January 2002

Skills
PL/SQL, SDLC, Business Analysis, Software Project..., Vendor Management, Requirements Analysis, Project Management, Java Enterprise Edition, Agile Methodologies, Requirements Gathering, Finance Domain - Equity..., Business Process, Process Improvement, Testing, Software Documentation, MS Project, Data Warehousing, Management

Education
Rochester Institute of Technology   2002 — 2003
MS Information Technology, IT

DBMS   1985 — 1991
High School

chirakoot

Emily March Emily March Greater Philadelphia Area Details
Emily March's SEI Investments Experience May 2001 - April 2006
Job Vice President BNY Mellon
Industry Financial Services
Experience
BNY Mellon Alternative Investment Services  May 2007 - Present
JP Morgan Chase  May 2006 - May 2007
SEI Investments   May 2001 - April 2006

Skills
Fund Administration, Alternative Investments, Mutual Funds, Hedge Funds, Securities, Fund Accounting, Equities, Fund Of Funds, Fixed Income, Bloomberg, Asset Management, Corporate Actions, Asset Allocation, Financial Services

Education
Saint Joseph's University   1997 — 2001
B.A., Economics

Andrew Major Andrew Major Greater Philadelphia Area Details
Andrew Major's SEI Investments Experience January 2006 - March 2006
Job Assistant Vice President at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank  July 2012 - Present
BNP PARIBAS King of Prussia, PA   July 2008 - July 2012
Luminent Mortgage Capital, Inc   October 2007 - July 2008
Resource America, Inc  April 2006 - October 2007
SEI Investments   January 2006 - March 2006
SEI Investments   July 2005 - January 2006
SEI Investments   March 2002 - July 2005
SEI Investments   February 2000 - March 2002

Education
Saint Joseph's University
M.B.A, Finance

York College of Pennsylvania
B.S, International Business

Andrew Baney Andrew Baney New York, New York Details
Andrew Baney's SEI Investments Experience November 2006 - November 2010
Job Assistant Vice President, Financial Intelligence Unit at Citi
Industry Banking
Experience
Citi  October 2013 - Present
JPMorgan Chase  July 2012 - September 2013
Capital One  November 2010 - July 2012
SEI Investments   November 2006 - November 2010

Education
Saint Joseph's University - Erivan K. Haub School of Business   2002 — 2006
Bachelor, Marketing

Scott Iannnuzzo Scott Iannnuzzo Greater New York City Area Details
Scott Iannnuzzo's SEI Investments Experience June 2010 - August 2010
Job Business Analyst at Citi
Industry Capital Markets
Experience
Citi  November 2014 - Present
Barclays  March 2012 - November 2014
Barclays Capital  August 2011 - March 2012
Rutgers University  September 2007 - May 2011
SEI Investments   June 2010 - August 2010

Education
Rutgers, The State University of New Jersey-New Brunswick   2007 — 2011
B.S., Computer Science, Sociology

Christine Galati Luning Christine Galati Luning Greater Philadelphia Area Details
Christine Galati Luning's SEI Investments Experience September 1999 - December 2004
Job Vice President, Global Marketing at Pershing LLC
Industry Financial Services
Experience
Pershing LLC  December 2004 - Present
SEI Investments   September 1999 - December 2004
The Vanguard Group  October 1997 - September 1999

Education
Temple University   1995 — 1996
Master of Journalism

Saint Joseph's University   1990 — 1994
Bachelor of Arts, History

Marge Rozelle Marge Rozelle Greater Philadelphia Area Details
Marge Rozelle's SEI Investments Experience January 2007 - November 2008
Job Custody Ops, Mgt, Bus. Analyst
Industry Financial Services
Experience
BNYMellon  April 2014 - May 2015
Global Quest Staffing Solutions Inc.   March 2014 - April 2014
BNYMellon  August 2012 - December 2013
Tata Consultancy Services  April 2012 - August 2012
PNC Global Investment Servicing Group   November 2008 - March 2012
SEI Investments   January 2007 - November 2008
Wachovia Bank, NA  May 1982 - September 2006

Skills
Securities, Corporate Actions, Global Custody, Fixed Income, Equities, Mutual Funds, Financial Services

Education
Saint Joseph's University   1988 — 1995
Bachelor's of Science, Finance

Saint Joseph's University
Bachelor's degree - Finance, Finance

Brian Wert Brian Wert Greater Philadelphia Area Details
Brian Wert's SEI Investments Experience January 2012 - December 2013
Job Derivatives Analyst
Industry Investment Banking
Experience
J.P. Morgan   December 2013 - Present
SEI Investments   January 2012 - December 2013

Skills
Collateral Management, TriOptima, Derivatives, Investments, Equities, Hedge Funds, Alternative Investments, Valuation, Bloomberg, Investment Banking, Asset Management, Fixed Income

Education
Rutgers, The State University of New Jersey-Camden
B.S

Aimee Gonzalez Aimee Gonzalez Greater Philadelphia Area Details
Aimee Gonzalez's SEI Investments Experience April 2002 - September 2005
Job IRA Specialist at Ally Financial Inc.
Industry Financial Services
Experience
Ally Financial Inc.  July 2012 - Present
Purcell Advisory Services, LLC  December 2011 - April 2012
Merrill Lynch  June 2008 - January 2009
Merrill Lynch  November 2007 - January 2009
US Fiduciary  September 2006 - March 2007
SEI Investments   April 2002 - September 2005

Skills
Retirement, IRAs, IRS, Investment Banking, Internet Banking, Client Services, Customer Service, High Net Worth..., Financial Services, Financial Operations, Investment Portfolio, Model Portfolios, Fixed Income, Equity Trading, Securities, Securities Regulation, Back Office, Leadership

Education
Rutgers University-New Brunswick
Sociology

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