SEI Investments
Industry: Financial services company
DescriptionSEI Investments Company, formerly Simulated Environments Inc, is a financial services company headquartered in Oaks, Pennsylvania, United States. The company describes itself as "a global provider of investment processing, investment management, and investment operations solutions". Headquarters: Oaks, Pennsylvania, United States CEO: Alfred P. West, Jr. (1968–) Founder: Alfred P. West, Jr. Subsidiaries: SEI Investments Inc, LSV ASSET MANAGEMENT,
SEI Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at SEI Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
SEI Investments Salaries. You can even request information on how much does SEI Investments pay if you want to. Learn about salaries, pros and cons of working for SEI Investments directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
1,210 SEI Investments employees in database. Find out everything there's to know about SEI Investments employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
SEI Investments Employees
Employee
Years
Job
Industry
Maria Micolucci Maria Micolucci's SEI Investments Experience 1998 - 2000
Job ABR, Realtor at Berkshire Hathaway Fox and Roach Realtors
Industry Real Estate
Experience
Berkshire Hathaway HomeServices Fox & Roach Realtors 2013 - Present
Pennsylvania House of Representatives 2008 - 2010
Resource Real Estate 2005 - 2006
SEI Investments 1998 - 2000
Wellington Management Company, LLC 1997 - 1998
Scudder Stevens & Clark 1995 - 1997
Putnam Investments 1993 - 1995
Skills
Interviews, Writing, Meet Deadlines, Management, Community Outreach, Blogging, Fundraising, Leadership, Investment Properties, Marketing, Entrepreneurship, Real Estate, Social Media, Online Marketing, E-commerce, Social Media Marketing, Social Networking, Public Relations, Nonprofits, Event Planning, Advertising, Press Releases, Facebook, Sales
Education
SUNY Oswego
Bachelor of Arts (BA), Communication and Media Studies
Watervliet High School
Berkshire Hathaway HomeServices Fox & Roach Realtors 2013 - Present
Pennsylvania House of Representatives 2008 - 2010
Resource Real Estate 2005 - 2006
SEI Investments 1998 - 2000
Wellington Management Company, LLC 1997 - 1998
Scudder Stevens & Clark 1995 - 1997
Putnam Investments 1993 - 1995
Skills
Interviews, Writing, Meet Deadlines, Management, Community Outreach, Blogging, Fundraising, Leadership, Investment Properties, Marketing, Entrepreneurship, Real Estate, Social Media, Online Marketing, E-commerce, Social Media Marketing, Social Networking, Public Relations, Nonprofits, Event Planning, Advertising, Press Releases, Facebook, Sales
Education
SUNY Oswego
Bachelor of Arts (BA), Communication and Media Studies
Watervliet High School
Deb Sanna Deb Sanna's SEI Investments Experience August 1998 - July 2006
Job REALTOR®, The Chris Luckowski Team
Industry Real Estate
Experience
Better Homes and Gardens Real Estate - Community Realty December 2004 - Present
McKesson HVS April 2012 - March 2015
Collegiate Insurance Resources, a division of USI Affinity September 2008 - July 2011
SEI Investments August 1998 - July 2006
The Vanguard Group June 1997 - July 1998
Skills
Pharmacy Automation, Real Estate Transactions, Marketing, Townhomes, Sales Operations, Healthcare, Retail, Selling, Purchasing, First Time Home Buyers, Contract Negotiation, Investment Properties, Single Family Homes, Buyer Representation, Condos, Marketing Strategy, Process Improvement, New Home Sales, Relationship Management, Residential Homes, Short Sales, Sales
Education
Saint Joseph's University - Erivan K. Haub School of Business 2000 — 2003
MBA, Business Administration
Shippensburg University of Pennsylvania 1993 — 1997
BSBA, Finance
Better Homes and Gardens Real Estate - Community Realty December 2004 - Present
McKesson HVS April 2012 - March 2015
Collegiate Insurance Resources, a division of USI Affinity September 2008 - July 2011
SEI Investments August 1998 - July 2006
The Vanguard Group June 1997 - July 1998
Skills
Pharmacy Automation, Real Estate Transactions, Marketing, Townhomes, Sales Operations, Healthcare, Retail, Selling, Purchasing, First Time Home Buyers, Contract Negotiation, Investment Properties, Single Family Homes, Buyer Representation, Condos, Marketing Strategy, Process Improvement, New Home Sales, Relationship Management, Residential Homes, Short Sales, Sales
Education
Saint Joseph's University - Erivan K. Haub School of Business 2000 — 2003
MBA, Business Administration
Shippensburg University of Pennsylvania 1993 — 1997
BSBA, Finance
Dennis Baish Dennis Baish's SEI Investments Experience 1999 - 2003
Job Senior Investment Analyst at Fort Pitt Capital Group
Industry Financial Services
Experience
Fort Pitt Capital Group May 2008 - Present
Allegheny Financial Group January 2004 - May 2008
SEI Investments 1999 - 2003
Education
Shippensburg University of Pennsylvania
Bachelor's degree, Finance, General
Fort Pitt Capital Group May 2008 - Present
Allegheny Financial Group January 2004 - May 2008
SEI Investments 1999 - 2003
Education
Shippensburg University of Pennsylvania
Bachelor's degree, Finance, General
Russell Reinhart, CFP ®'s SEI Investments Experience March 2007 - March 2008
Job Financial Consultant & Investment Specialist w/ LPL Financial
Industry Financial Services
Experience
LPL Financial October 2012 - Present
Cambridge Investment Research August 2007 - October 2012
SEI Investments March 2007 - March 2008
Skills
Financial Planning, Wealth Management, Insurance Planning, Succession Planning, Planned Giving, Retirement Planning, Investment Advisory, Series 7, 529 Plans, Tax Planning Strategies, Series 65, Series 63, Family Finances, Certified Financial..., Life Insurance, Accident Insurance, Health Insurance, CRM, 401k Rollovers, Strategic Financial..., Wealth Management..., FINRA, Financial Services, Estate Planning
Education
College for Financial Planning 2009 — 2011
CFP®, Financial Planning
Shippensburg University of Pennsylvania 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance, General
Henderson High School
Henderson High School
LPL Financial October 2012 - Present
Cambridge Investment Research August 2007 - October 2012
SEI Investments March 2007 - March 2008
Skills
Financial Planning, Wealth Management, Insurance Planning, Succession Planning, Planned Giving, Retirement Planning, Investment Advisory, Series 7, 529 Plans, Tax Planning Strategies, Series 65, Series 63, Family Finances, Certified Financial..., Life Insurance, Accident Insurance, Health Insurance, CRM, 401k Rollovers, Strategic Financial..., Wealth Management..., FINRA, Financial Services, Estate Planning
Education
College for Financial Planning 2009 — 2011
CFP®, Financial Planning
Shippensburg University of Pennsylvania 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance, General
Henderson High School
Henderson High School
Arnaud Rouyer Arnaud Rouyer's SEI Investments Experience September 1998 - Present
Job Manager, Investment Manager Services at SEI Investments
Industry Investment Management
Experience
SEI Investments September 1998 - Present
Skills
Hedge Funds, Equities, Alternative Investments, Fixed Income, Securities, Asset Allocation, Mutual Funds, Derivatives
Education
Temple University 1995 — 1998
BBA, Finance
SEI Investments September 1998 - Present
Skills
Hedge Funds, Equities, Alternative Investments, Fixed Income, Securities, Asset Allocation, Mutual Funds, Derivatives
Education
Temple University 1995 — 1998
BBA, Finance
Erin Kynett's SEI Investments Experience May 2006 - January 2007
Job Marketing Coordinator at Spectra Food Services & Hospitality
Industry Marketing and Advertising
Experience
Spectra by Comcast Spectacor May 2015 - Present
Penelope Boutique October 2014 - Present
NET Federal Credit Union November 2013 - May 2015
P&G Mehoopany Employees Federal Credit Union September 2011 - November 2013
Wilkes-Barre/Scranton Penguins July 2010 - September 2011
Bravo Fireworks May 2009 - December 2009
Hagerstown Suns Baseball May 2009 - September 2009
Aerotek, Inc May 2008 - August 2008
Verstandig Broadcasting September 2007 - January 2008
SEI Investments May 2006 - January 2007
Skills
Marketing, PowerPoint, Customer Service, Sponsorship, Sales, Business Development, Public Speaking, Social Networking, Social Media Marketing, Facebook, Event Management, Online Marketing, Advertising, Marketing Communications, Microsoft Excel
Education
Shippensburg University of Pennsylvania 2005 — 2009
BSBA, Marketing
Shippensburg University of Pennsylvania 2005 — 2009
Bachelor's degree, Marketing
Spectra by Comcast Spectacor May 2015 - Present
Penelope Boutique October 2014 - Present
NET Federal Credit Union November 2013 - May 2015
P&G Mehoopany Employees Federal Credit Union September 2011 - November 2013
Wilkes-Barre/Scranton Penguins July 2010 - September 2011
Bravo Fireworks May 2009 - December 2009
Hagerstown Suns Baseball May 2009 - September 2009
Aerotek, Inc May 2008 - August 2008
Verstandig Broadcasting September 2007 - January 2008
SEI Investments May 2006 - January 2007
Skills
Marketing, PowerPoint, Customer Service, Sponsorship, Sales, Business Development, Public Speaking, Social Networking, Social Media Marketing, Facebook, Event Management, Online Marketing, Advertising, Marketing Communications, Microsoft Excel
Education
Shippensburg University of Pennsylvania 2005 — 2009
BSBA, Marketing
Shippensburg University of Pennsylvania 2005 — 2009
Bachelor's degree, Marketing
Greene Eric Greene Eric's SEI Investments Experience September 2005 - Present
Job Director at SEI Investments
Industry Financial Services
Experience
SEI Investments September 2005 - Present
Bank of America May 1993 - August 2005
State Street Bank 1987 - April 1993
Merrill Lynch 1981 - 1986
Skills
Mutual Funds, Financial Services, Fixed Income, Portfolio Management, Hedge Funds, Securities, Strategic Planning, Business Analysis, Risk Management, Management, Banking, Asset Management, Vendor Management, Equities, Investments, Alternative Investments
Education
St. Francis College
Bachelor of Science, Accounting
SEI Investments September 2005 - Present
Bank of America May 1993 - August 2005
State Street Bank 1987 - April 1993
Merrill Lynch 1981 - 1986
Skills
Mutual Funds, Financial Services, Fixed Income, Portfolio Management, Hedge Funds, Securities, Strategic Planning, Business Analysis, Risk Management, Management, Banking, Asset Management, Vendor Management, Equities, Investments, Alternative Investments
Education
St. Francis College
Bachelor of Science, Accounting
Sue West Sue West's SEI Investments Experience January 2004 - Present
Job Investment and Wealth Management
Industry Financial Services
Experience
SEI Investments January 2004 - Present
SEI Investments January 2000 - December 2003
SEI Investments October 1991 - January 2000
Towers Perrin 1983 - 1991
Education
Shippensburg University of Pennsylvania 1979 — 1983
BA, Mathematics
Garnet Valley High School
SEI Investments January 2004 - Present
SEI Investments January 2000 - December 2003
SEI Investments October 1991 - January 2000
Towers Perrin 1983 - 1991
Education
Shippensburg University of Pennsylvania 1979 — 1983
BA, Mathematics
Garnet Valley High School
Daniel Boakye, CFA Daniel Boakye, CFA's SEI Investments Experience May 2005 - August 2005
Job Associate, Financial Sponsors Group at Citi
Industry Investment Banking
Experience
Citi August 2013 - Present
Injaro Agricultural Capital Holdings Limited May 2013 - July 2013
Citi June 2012 - August 2012
Radian March 2010 - July 2011
Lincoln Financial Advisors August 2006 - August 2009
SEI Investments May 2005 - August 2005
Skills
Chartered Financial..., Investment Banking, Private Equity, LBO, Financial Modeling, Valuation, Fixed Income, Mergers & Acquisitions, Asset Management, Series 7, Sub-Saharan Africa, Product Management, Investments, Strategy, Securities, Finance
Education
New York University - Leonard N. Stern School of Business 2011 — 2013
MBA, Corporate Finance
Temple University 2002 — 2006
BBA, Finance, Economics(minor)
Citi August 2013 - Present
Injaro Agricultural Capital Holdings Limited May 2013 - July 2013
Citi June 2012 - August 2012
Radian March 2010 - July 2011
Lincoln Financial Advisors August 2006 - August 2009
SEI Investments May 2005 - August 2005
Skills
Chartered Financial..., Investment Banking, Private Equity, LBO, Financial Modeling, Valuation, Fixed Income, Mergers & Acquisitions, Asset Management, Series 7, Sub-Saharan Africa, Product Management, Investments, Strategy, Securities, Finance
Education
New York University - Leonard N. Stern School of Business 2011 — 2013
MBA, Corporate Finance
Temple University 2002 — 2006
BBA, Finance, Economics(minor)
Steven Pileggi Steven Pileggi's SEI Investments Experience April 2012 - October 2014
Job Business Transition Manager at SEI
Industry Financial Services
Experience
SEI October 2014 - Present
SEI Investments April 2012 - October 2014
SEI Investments December 2010 - April 2012
Janney Montgomery Scott 2008 - 2010
Janney Montgomery Scott 2007 - 2008
Delaware Investments, a member of the Macquarie Group 2006 - 2007
Propulsion Media Labs 2005 - 2006
Skills
Mutual Funds, Series 7, Series 63, Fixed Income, Equities, Securities, ETFs, Investments, Hedge Funds, Investment Advisory, Management, Financial Services, Trading, Finance, Asset Management, Portfolio Management
Education
Temple University 2002 — 2006
Communications
SEI October 2014 - Present
SEI Investments April 2012 - October 2014
SEI Investments December 2010 - April 2012
Janney Montgomery Scott 2008 - 2010
Janney Montgomery Scott 2007 - 2008
Delaware Investments, a member of the Macquarie Group 2006 - 2007
Propulsion Media Labs 2005 - 2006
Skills
Mutual Funds, Series 7, Series 63, Fixed Income, Equities, Securities, ETFs, Investments, Hedge Funds, Investment Advisory, Management, Financial Services, Trading, Finance, Asset Management, Portfolio Management
Education
Temple University 2002 — 2006
Communications
Al Bhatt Al Bhatt's SEI Investments Experience 2001 - 2004
Job Director Investments at The Related Group
Industry Financial Services
Experience
The Related Group December 2013 - Present
Coral Gables Trust Company October 2012 - November 2013
Dimension Capital Management, LLC December 2008 - August 2012
Collins Capital Advisors, Inc. 2004 - 2008
SEI Investments 2001 - 2004
Greenfield Capital Partners 1998 - 2000
Koch Industries 1996 - 1998
Cornerstone Research 1990 - 1996
Skills
Hedge Funds, Alternative Investments, Asset Allocation, Fund Of Funds, Private Equity, Investment Strategies, Portfolio Management, Asset Managment, Investment Management, Equities, Investments, Wealth Management, Fixed Income, Investment Advisory, Valuation, Financial Markets, Family Office, Global Macro
Education
Stanford University 1988 — 1990
MA, Economics
Union College 1984 — 1988
BA, Economics
The Related Group December 2013 - Present
Coral Gables Trust Company October 2012 - November 2013
Dimension Capital Management, LLC December 2008 - August 2012
Collins Capital Advisors, Inc. 2004 - 2008
SEI Investments 2001 - 2004
Greenfield Capital Partners 1998 - 2000
Koch Industries 1996 - 1998
Cornerstone Research 1990 - 1996
Skills
Hedge Funds, Alternative Investments, Asset Allocation, Fund Of Funds, Private Equity, Investment Strategies, Portfolio Management, Asset Managment, Investment Management, Equities, Investments, Wealth Management, Fixed Income, Investment Advisory, Valuation, Financial Markets, Family Office, Global Macro
Education
Stanford University 1988 — 1990
MA, Economics
Union College 1984 — 1988
BA, Economics
Andrew Mullen Andrew Mullen's SEI Investments Experience June 2007 - May 2011
Job Senior Financial Analyst at Thomson Reuters
Industry Information Technology and Services
Experience
Thomson Reuters August 2013 - Present
Digitas Health / Razorfish Health July 2012 - August 2013
Digitas Health May 2011 - July 2012
SEI Investments June 2007 - May 2011
SEI Investments August 2009 - August 2010
Foamex June 2006 - August 2006
Tierney Communications January 2006 - May 2006
Skills
Financial Analysis, Finance, Account Reconciliation, Digital Marketing, Financial Reporting, Bloomberg, Valuation, Forecasting, Data Analysis, Financial Modeling, Microsoft Excel, Management, Accounting, Mutual Funds, Investments, Managerial Finance, Budgets, Project Management
Education
Villanova University 2009 — 2011
MBA, Financial Management
Temple University 2003 — 2007
BBA, Finance
Thomson Reuters August 2013 - Present
Digitas Health / Razorfish Health July 2012 - August 2013
Digitas Health May 2011 - July 2012
SEI Investments June 2007 - May 2011
SEI Investments August 2009 - August 2010
Foamex June 2006 - August 2006
Tierney Communications January 2006 - May 2006
Skills
Financial Analysis, Finance, Account Reconciliation, Digital Marketing, Financial Reporting, Bloomberg, Valuation, Forecasting, Data Analysis, Financial Modeling, Microsoft Excel, Management, Accounting, Mutual Funds, Investments, Managerial Finance, Budgets, Project Management
Education
Villanova University 2009 — 2011
MBA, Financial Management
Temple University 2003 — 2007
BBA, Finance
James Coffin James Coffin's SEI Investments Experience March 1991 - April 1995
Job Director, Consultant Relations at The Boston Company
Industry Financial Services
Experience
The Boston Company May 2007 - Present
Janus Capital Group May 1995 - May 2005
SEI Investments March 1991 - April 1995
Skills
Alternative Investments, Asset Management, Equities, Investments, Mutual Funds, Asset Allocation, Hedge Funds, Series 7, Fixed Income, Investment Strategies, Portfolio Management, Investment Management, Wealth Management, Series 63, Financial Services
Education
Santa Clara University
Bachelor of Science (BS), History, economics, political science
University of California, Berkeley
MBA, Finance
University of California, Hastings College of the Law
JD, Law
The Boston Company May 2007 - Present
Janus Capital Group May 1995 - May 2005
SEI Investments March 1991 - April 1995
Skills
Alternative Investments, Asset Management, Equities, Investments, Mutual Funds, Asset Allocation, Hedge Funds, Series 7, Fixed Income, Investment Strategies, Portfolio Management, Investment Management, Wealth Management, Series 63, Financial Services
Education
Santa Clara University
Bachelor of Science (BS), History, economics, political science
University of California, Berkeley
MBA, Finance
University of California, Hastings College of the Law
JD, Law
Andrew Rohach Andrew Rohach's SEI Investments Experience September 2011 - January 2012
Job Real Estate Appraiser and Sales Agent
Industry Real Estate
Experience
First Atlantic Appraisal Company April 2013 - Present
RE/MAX April 2014 - May 2015
Long & Foster Companies January 2013 - April 2014
Another Option Realty January 2012 - January 2013
SEI Investments September 2011 - January 2012
The Bank September 2007 - September 2011
TD September 2006 - September 2007
Rite Aid Pharmacy January 2006 - June 2006
Skills
Microsoft Office, Real Estate, Property Management, Purchasing, Word, Excel, Outlook, Customer Service, PowerPoint, Problem Solving, Investments, Investment Properties, Marketing, Negotiation, Residential Homes, Credit, Sales, Microsoft Excel, Microsoft Word
Education
Richard Stockton College of New Jersey 2008 — 2011
B.S, Business Finance
First Atlantic Appraisal Company April 2013 - Present
RE/MAX April 2014 - May 2015
Long & Foster Companies January 2013 - April 2014
Another Option Realty January 2012 - January 2013
SEI Investments September 2011 - January 2012
The Bank September 2007 - September 2011
TD September 2006 - September 2007
Rite Aid Pharmacy January 2006 - June 2006
Skills
Microsoft Office, Real Estate, Property Management, Purchasing, Word, Excel, Outlook, Customer Service, PowerPoint, Problem Solving, Investments, Investment Properties, Marketing, Negotiation, Residential Homes, Credit, Sales, Microsoft Excel, Microsoft Word
Education
Richard Stockton College of New Jersey 2008 — 2011
B.S, Business Finance
Shira (Baumstein) Jones, CMP Shira (Baumstein) Jones, CMP's SEI Investments Experience September 2004 - Present
Job Senior Event Planner at SEI
Industry Financial Services
Experience
SEI Investments September 2004 - Present
Skills
Meeting Planning, Location Intelligence, Corporate Events, Event Planning, Event Management, Customer Service, Time Management, Hotels, Budgets, Wedding Planning, Menu Development, Management, Volunteer Management, Food & Beverage, Sponsorship, Registration, Parties, Training, Catering, Trade Shows, Hospitality, Marketing Communications, Hospitality Industry, Weddings
Education
Temple University 1994 — 1999
Bachelor of Arts, English Literature
SEI Investments September 2004 - Present
Skills
Meeting Planning, Location Intelligence, Corporate Events, Event Planning, Event Management, Customer Service, Time Management, Hotels, Budgets, Wedding Planning, Menu Development, Management, Volunteer Management, Food & Beverage, Sponsorship, Registration, Parties, Training, Catering, Trade Shows, Hospitality, Marketing Communications, Hospitality Industry, Weddings
Education
Temple University 1994 — 1999
Bachelor of Arts, English Literature
Harley Nager Harley Nager's SEI Investments Experience December 2012 - Present
Job Regional Director at SEI Investments Advisor Network NY City, Long Island, and Connecticut
Industry Financial Services
Experience
SEI Investments December 2012 - Present
SEI Investments February 2011 - December 2012
SEI Investments January 2008 - February 2011
HighMark Capital Management 2005 - 2007
Ford Motor Credit Company 2002 - 2003
Education
Temple University - Fox School of Business and Management 2007 — 2010
MBA, Strategic Management
University of Pittsburgh 1999 — 2001
STHS
SEI Investments December 2012 - Present
SEI Investments February 2011 - December 2012
SEI Investments January 2008 - February 2011
HighMark Capital Management 2005 - 2007
Ford Motor Credit Company 2002 - 2003
Education
Temple University - Fox School of Business and Management 2007 — 2010
MBA, Strategic Management
University of Pittsburgh 1999 — 2001
STHS
Larry Hutchison Larry Hutchison's SEI Investments Experience January 1990 - December 1999
Job Senior Vice President at American Medical Equipment
Industry Financial Services
Experience
American Medical Equipment (AME) April 2012 - Present
LifeStage Personal Finance Consultants January 2011 - Present
Circulator Boot Corporation February 2009 - August 2011
DoubleStar, Inc. February 2000 - January 2009
SEI Investments January 1990 - December 1999
Skills
Mergers & Acquisitions, Start-ups, Financial Services, Talent Acquisition, Strategic Planning, Business Intelligence, Finance, Banking, SaaS, Business Strategy, Marketing Strategy, Mergers, Leadership, Consulting, Alternative Investments, Investments, New Business Development, Wealth Management, Healthcare, Change Management, Management, Medical Devices, Marketing, Strategy, Hospitals, Analytics, Social Media, Sales, Leadership Development, Portfolio Management, Business Development, Strategic Partnerships, Team Building, Mutual Funds, Public Speaking, Talent Management, Sales Management, Business Analysis, Asset Management, Asset Allocation, Entrepreneurship, Applicant Tracking...
Education
Susquehanna University 1974 — 1980
BA
Cuyahoga Falls High School 1971 — 1974
American Medical Equipment (AME) April 2012 - Present
LifeStage Personal Finance Consultants January 2011 - Present
Circulator Boot Corporation February 2009 - August 2011
DoubleStar, Inc. February 2000 - January 2009
SEI Investments January 1990 - December 1999
Skills
Mergers & Acquisitions, Start-ups, Financial Services, Talent Acquisition, Strategic Planning, Business Intelligence, Finance, Banking, SaaS, Business Strategy, Marketing Strategy, Mergers, Leadership, Consulting, Alternative Investments, Investments, New Business Development, Wealth Management, Healthcare, Change Management, Management, Medical Devices, Marketing, Strategy, Hospitals, Analytics, Social Media, Sales, Leadership Development, Portfolio Management, Business Development, Strategic Partnerships, Team Building, Mutual Funds, Public Speaking, Talent Management, Sales Management, Business Analysis, Asset Management, Asset Allocation, Entrepreneurship, Applicant Tracking...
Education
Susquehanna University 1974 — 1980
BA
Cuyahoga Falls High School 1971 — 1974
Douglas Salvati Douglas Salvati's SEI Investments Experience November 2008 - Present
Job Senior Relationship Manager at SEI Investments
Industry Financial Services
Experience
SEI Investments November 2008 - Present
Osprey Partners Investment Management September 1998 - October 2008
Fox Asset Management March 1997 - August 1998
Pecksland Associates June 1995 - February 1997
Shearson Lehman Hutton 1987 - 1995
Seton Hall University January 1985 - December 1986
Carroll McEntee & McGinley October 1983 - November 1984
First Fidelity Bank July 1980 - September 1983
Skills
Equities, Portfolio Management, Asset Management, Investments, Asset Allocation
Education
Seton Hall University 1985 — 1986
MBA, Finance
West Virginia University 1976 — 1980
BS, Business Administration
SEI Investments November 2008 - Present
Osprey Partners Investment Management September 1998 - October 2008
Fox Asset Management March 1997 - August 1998
Pecksland Associates June 1995 - February 1997
Shearson Lehman Hutton 1987 - 1995
Seton Hall University January 1985 - December 1986
Carroll McEntee & McGinley October 1983 - November 1984
First Fidelity Bank July 1980 - September 1983
Skills
Equities, Portfolio Management, Asset Management, Investments, Asset Allocation
Education
Seton Hall University 1985 — 1986
MBA, Finance
West Virginia University 1976 — 1980
BS, Business Administration
Tom Kay Tom Kay's SEI Investments Experience May 2011 - April 2014
Job Account Manager at EMC
Industry Information Technology and Services
Experience
EMC July 2014 - Present
SEI Investments May 2011 - April 2014
SEI May 2008 - May 2011
Smith Barney January 2005 - May 2008
Morgan Stanley June 2002 - January 2005
Skills
Investment Management, Wealth Management, Investment Strategies, Finance, Business Development, Portfolio Management, Professional Services, Strategy, Account Management, Leadership, Management, Solution Selling
Education
Susquehanna University 1998 — 2002
BS, Business Administration
Shawnee High School
EMC July 2014 - Present
SEI Investments May 2011 - April 2014
SEI May 2008 - May 2011
Smith Barney January 2005 - May 2008
Morgan Stanley June 2002 - January 2005
Skills
Investment Management, Wealth Management, Investment Strategies, Finance, Business Development, Portfolio Management, Professional Services, Strategy, Account Management, Leadership, Management, Solution Selling
Education
Susquehanna University 1998 — 2002
BS, Business Administration
Shawnee High School
Joe Billips Joe Billips's SEI Investments Experience June 2004 - May 2008
Job Transparency Reporting Specialist, Commercial Compliance Operations at Shire Pharmaceuticals
Industry Pharmaceuticals
Experience
Shire Pharmaceuticals July 2009 - Present
SEI May 2008 - February 2009
SEI Investments June 2004 - May 2008
SEI Investments October 1998 - June 2004
United States Air Force November 1994 - October 1998
Skills
Analysis, Management, Creative Writing, Pharmaceutical Industry, Training, Data Analysis, Project Management, Process Improvement, Compliance Operations, Editing, Research, Strategy, Strategic Planning, Marketing, Change Management, Leadership, Risk Management, Vendor Management, Microsoft Excel, Microsoft Office, Quality Assurance, Team Leadership, Due Diligence, Policy, Healthcare, Contract Negotiation, PowerPoint, Program Management, Microsoft Word, Team Building, Human Resources, System Administration, Transparency Reporting, Physician Payment..., Disclosure Reporting, Compliance, Software Documentation, Security Clearance
Education
Seton Hall University School of Law 2012 — 2012
Healthcare Compliance Certification Program
University of Southern California 1990 — 1994
Bachelor of Arts (B.A.), Biological Sciences
Shire Pharmaceuticals July 2009 - Present
SEI May 2008 - February 2009
SEI Investments June 2004 - May 2008
SEI Investments October 1998 - June 2004
United States Air Force November 1994 - October 1998
Skills
Analysis, Management, Creative Writing, Pharmaceutical Industry, Training, Data Analysis, Project Management, Process Improvement, Compliance Operations, Editing, Research, Strategy, Strategic Planning, Marketing, Change Management, Leadership, Risk Management, Vendor Management, Microsoft Excel, Microsoft Office, Quality Assurance, Team Leadership, Due Diligence, Policy, Healthcare, Contract Negotiation, PowerPoint, Program Management, Microsoft Word, Team Building, Human Resources, System Administration, Transparency Reporting, Physician Payment..., Disclosure Reporting, Compliance, Software Documentation, Security Clearance
Education
Seton Hall University School of Law 2012 — 2012
Healthcare Compliance Certification Program
University of Southern California 1990 — 1994
Bachelor of Arts (B.A.), Biological Sciences
George P McShea, III George P McShea, III's SEI Investments Experience April 2007 - 2008
Job AVP at BNP Paribas
Industry Financial Services
Experience
BNP Paribas September 2009 - Present
State Street May 2008 - September 2009
SEI Investments April 2007 - 2008
SEI Investments July 2002 - April 2007
Vanguard July 2000 - July 2003
Beneficial Bank February 1987 - July 2000
Skills
Accounting, Banking, Auditing, Business Process..., Equities, Finance, Financial Reporting, Fixed Income, Investments, Management, Mutual Funds, Portfolio Management, Retail Banking, Securities, Financial Services
Education
Temple University 1987 — 1993
BS, Accounting
BNP Paribas September 2009 - Present
State Street May 2008 - September 2009
SEI Investments April 2007 - 2008
SEI Investments July 2002 - April 2007
Vanguard July 2000 - July 2003
Beneficial Bank February 1987 - July 2000
Skills
Accounting, Banking, Auditing, Business Process..., Equities, Finance, Financial Reporting, Fixed Income, Investments, Management, Mutual Funds, Portfolio Management, Retail Banking, Securities, Financial Services
Education
Temple University 1987 — 1993
BS, Accounting
Bruce Kavanaugh Bruce Kavanaugh's SEI Investments Experience May 1999 - December 2001
Job Vice President at Pacer Financial
Industry Financial Services
Experience
Pacer Advisors, Inc 2012 - Present
Pacer Financial 2004 - Present
SEI Investments May 1999 - December 2001
Vanguard 1989 - 1999
Skills
Financial Services, Financial Advisory, Life Insurance, Investment Strategies, Finance, Investments, Mutual Funds, Series 6, Retirement Planning, Series 63, Series 7
Education
Richard Stockton College of New Jersey 1984 — 1987
Business Management
Pacer Advisors, Inc 2012 - Present
Pacer Financial 2004 - Present
SEI Investments May 1999 - December 2001
Vanguard 1989 - 1999
Skills
Financial Services, Financial Advisory, Life Insurance, Investment Strategies, Finance, Investments, Mutual Funds, Series 6, Retirement Planning, Series 63, Series 7
Education
Richard Stockton College of New Jersey 1984 — 1987
Business Management
Jenna Breza Jenna Breza's SEI Investments Experience April 2011 - April 2012
Job Officer Senior Project Analyst at Merrill Lynch
Industry Accounting
Experience
Merrill Lynch April 2012 - Present
SEI Investments April 2011 - April 2012
State Street April 2010 - April 2011
State Street January 2009 - April 2010
State Street November 2008 - April 2010
State Street July 2007 - November 2008
Skills
Bloomberg, IDC, Microsoft Office, Multi Currency Horizon, Portfolio Accounting..., Swaps/Swaptions, Fixed Income, Equities, Real Estate, Futures/Options, Cash Management, Markit Agency..., Customer Service, Fund Accounting, Managerial Experience, Pivot Tables, Geneva, Sungard, Bank Debt, Hedge Funds, Mutual Funds, Account Reconciliation, Financial Reporting, Fund Administration, Alternative Investments, SEC filings, Financial Statements, Bloomberg Terminal, Fund Of Funds, Bonds, Corporate Actions, Derivatives, Options, Trading, Financial Services, Accounting, Swaps, Funding, Auditing, Analysis
Education
Stockton University 2003 — 2007
BS, Accounting
Bishop Eustace Prep 1999 — 2003
High School
Merrill Lynch April 2012 - Present
SEI Investments April 2011 - April 2012
State Street April 2010 - April 2011
State Street January 2009 - April 2010
State Street November 2008 - April 2010
State Street July 2007 - November 2008
Skills
Bloomberg, IDC, Microsoft Office, Multi Currency Horizon, Portfolio Accounting..., Swaps/Swaptions, Fixed Income, Equities, Real Estate, Futures/Options, Cash Management, Markit Agency..., Customer Service, Fund Accounting, Managerial Experience, Pivot Tables, Geneva, Sungard, Bank Debt, Hedge Funds, Mutual Funds, Account Reconciliation, Financial Reporting, Fund Administration, Alternative Investments, SEC filings, Financial Statements, Bloomberg Terminal, Fund Of Funds, Bonds, Corporate Actions, Derivatives, Options, Trading, Financial Services, Accounting, Swaps, Funding, Auditing, Analysis
Education
Stockton University 2003 — 2007
BS, Accounting
Bishop Eustace Prep 1999 — 2003
High School
Lena Gelenberg Lena Gelenberg's SEI Investments Experience 1989 - 1991
Job Residential Realtor | Real Estate Consultant | International Real Estate| NYU Advisory Board | SJU Exec Council |NAPW
Industry Real Estate
Experience
ReMax Services 1990 - Present
SEI Investments 1989 - 1991
General Electric 1978 - 1989
Lockheed Martin 1978 - 1989
Skills
Real Estate, Real Estate Transactions, Residential Homes, Single Family Homes, International Real..., Negotiation, Customer Satisfaction, Client Development, Networking, Investment Properties, Relocation, Sellers, Selling, Entrepreneurship, Customer Service, Sales, Strategy, First Time Home Buyers, Leadership, Project Management, Management, Marketing
Education
West Chester University of Pennsylvania 1981 — 1982
BS/SC, Computer Science, Mathematics
Temple University 1979 — 1980
Computer Science/Engineering
ReMax Services 1990 - Present
SEI Investments 1989 - 1991
General Electric 1978 - 1989
Lockheed Martin 1978 - 1989
Skills
Real Estate, Real Estate Transactions, Residential Homes, Single Family Homes, International Real..., Negotiation, Customer Satisfaction, Client Development, Networking, Investment Properties, Relocation, Sellers, Selling, Entrepreneurship, Customer Service, Sales, Strategy, First Time Home Buyers, Leadership, Project Management, Management, Marketing
Education
West Chester University of Pennsylvania 1981 — 1982
BS/SC, Computer Science, Mathematics
Temple University 1979 — 1980
Computer Science/Engineering
Darius Houshiarnejad Darius Houshiarnejad's SEI Investments Experience December 2010 - March 2012
Job Product Manager Ecommerce at SolarCity
Industry Investment Management
Experience
SolarCity August 2015 - Present
SolarCity June 2015 - Present
SolarCity July 2014 - Present
Franklin Templeton Investments April 2013 - July 2014
SEI Investments- GoalInvestor.com March 2012 - April 2013
SEI Investments December 2010 - March 2012
Idea Lab Marketing September 2009 - December 2009
Filter Magazine September 2009 - December 2009
Cross-Cultural Solutions June 2008 - July 2008
Skills
Product Development, Product Management, Analytics, Data Analysis, Google Analytics, Product Marketing, Project Management, SQL, Market Research, Marketing, Microsoft Office, Google Adwords, Omniture, WordPress, Reddot CMS, Cisco MARS, Spredfast, Microsoft CRM, Management, PowerPoint, Microsoft Excel, Public Speaking, Github
Education
Temple University 2008 — 2010
B.B.A, Marketing, Fox Business Honors Program
SolarCity August 2015 - Present
SolarCity June 2015 - Present
SolarCity July 2014 - Present
Franklin Templeton Investments April 2013 - July 2014
SEI Investments- GoalInvestor.com March 2012 - April 2013
SEI Investments December 2010 - March 2012
Idea Lab Marketing September 2009 - December 2009
Filter Magazine September 2009 - December 2009
Cross-Cultural Solutions June 2008 - July 2008
Skills
Product Development, Product Management, Analytics, Data Analysis, Google Analytics, Product Marketing, Project Management, SQL, Market Research, Marketing, Microsoft Office, Google Adwords, Omniture, WordPress, Reddot CMS, Cisco MARS, Spredfast, Microsoft CRM, Management, PowerPoint, Microsoft Excel, Public Speaking, Github
Education
Temple University 2008 — 2010
B.B.A, Marketing, Fox Business Honors Program
Meaghan Kind's SEI Investments Experience July 2008 - June 2012
Job Senior Project Manager
Industry Design
Experience
Think Brownstone October 2015 - Present
Electronic Ink June 2014 - August 2015
Electronic Ink June 2012 - June 2014
SEI Investments July 2008 - June 2012
Oliver Wyman February 2008 - June 2008
Skills
Project Management, Business Analysis, Project Planning, Microsoft Office, Microsoft Excel, Marketing, Analysis, MS Project, Financial Services, Time Management, Change Management, PowerPoint, Research, Event Planning, Training, SharePoint, Product Demonstration, Solution Development, Client Services, Organizing, Writing, Attention To Detail, Solutions Development
Education
Stetson University 2004 — 2007
BBA, International Business
Think Brownstone October 2015 - Present
Electronic Ink June 2014 - August 2015
Electronic Ink June 2012 - June 2014
SEI Investments July 2008 - June 2012
Oliver Wyman February 2008 - June 2008
Skills
Project Management, Business Analysis, Project Planning, Microsoft Office, Microsoft Excel, Marketing, Analysis, MS Project, Financial Services, Time Management, Change Management, PowerPoint, Research, Event Planning, Training, SharePoint, Product Demonstration, Solution Development, Client Services, Organizing, Writing, Attention To Detail, Solutions Development
Education
Stetson University 2004 — 2007
BBA, International Business
Frank Corretini Frank Corretini's SEI Investments Experience 2001 - 2003
Job Business Relationship Director
Industry Information Technology and Services
Experience
Reed Elsevier July 2011 - Present
Dow Jones November 2010 - June 2011
GSI Commerce June 2007 - October 2010
GMAC Mortgage 2004 - 2007
UnitedHealth Group 2003 - 2004
SEI Investments 2001 - 2003
Pinkerton Computer Consultants 1999 - 2001
Electronic Data Systems (EDS) 1995 - 1999
Skills
Strategic Planning, Business Relationship..., SDLC, Vendor Management, Requirements Gathering, Project Portfolio..., IT Strategy, Business Analysis, Agile Project Management, Software Project..., IT Management, PMP, Cross-functional Team..., E-commerce, Project Management, Integration, Service Delivery, Leadership, PMO, Business Intelligence, Information Technology, Outsourcing, Enterprise Architecture, CRM, Business Process..., Requirements Analysis, Agile Methodologies, Business Process, Visio, ITIL, Resource Management, Solution Architecture, IT Service Management, SharePoint, Disaster Recovery, Project Delivery, Business Requirements, Program Management, IT Operations, Management, Strategy, Process Improvement, Thought Leadership, Technical Leadership, Organizational..., Strategic Leadership, Strategic Partnerships
Education
Temple University
BA, Journalism
Reed Elsevier July 2011 - Present
Dow Jones November 2010 - June 2011
GSI Commerce June 2007 - October 2010
GMAC Mortgage 2004 - 2007
UnitedHealth Group 2003 - 2004
SEI Investments 2001 - 2003
Pinkerton Computer Consultants 1999 - 2001
Electronic Data Systems (EDS) 1995 - 1999
Skills
Strategic Planning, Business Relationship..., SDLC, Vendor Management, Requirements Gathering, Project Portfolio..., IT Strategy, Business Analysis, Agile Project Management, Software Project..., IT Management, PMP, Cross-functional Team..., E-commerce, Project Management, Integration, Service Delivery, Leadership, PMO, Business Intelligence, Information Technology, Outsourcing, Enterprise Architecture, CRM, Business Process..., Requirements Analysis, Agile Methodologies, Business Process, Visio, ITIL, Resource Management, Solution Architecture, IT Service Management, SharePoint, Disaster Recovery, Project Delivery, Business Requirements, Program Management, IT Operations, Management, Strategy, Process Improvement, Thought Leadership, Technical Leadership, Organizational..., Strategic Leadership, Strategic Partnerships
Education
Temple University
BA, Journalism
Chris Costanzo Chris Costanzo's SEI Investments Experience November 2006 - August 2008
Job Senior Associate at Murray Devine
Industry Financial Services
Experience
Murray Devine May 2010 - Present
Morgan Stanley Investment Management August 2008 - May 2010
SEI Investments November 2006 - August 2008
SEI Investments August 2005 - October 2006
Interdigital Communications Corp May 2003 - August 2003
JL Machine & Tool May 2001 - April 2003
Skills
Enterprise Valuation, Economics, Trading Ideas, Bloomberg Terminal, Valuation, Business Valuation, Private Equity, Financial Analysis, Competitive Analysis, Portfolio Management, Venture Capital, Strategy, Hedge Funds, Due Diligence, Equity Valuation, Mergers & Acquisitions, Equities
Education
Temple University 2006 — 2008
Master of Science, Finance
Temple University 2002 — 2005
Bachelor of Arts, Finance
Murray Devine May 2010 - Present
Morgan Stanley Investment Management August 2008 - May 2010
SEI Investments November 2006 - August 2008
SEI Investments August 2005 - October 2006
Interdigital Communications Corp May 2003 - August 2003
JL Machine & Tool May 2001 - April 2003
Skills
Enterprise Valuation, Economics, Trading Ideas, Bloomberg Terminal, Valuation, Business Valuation, Private Equity, Financial Analysis, Competitive Analysis, Portfolio Management, Venture Capital, Strategy, Hedge Funds, Due Diligence, Equity Valuation, Mergers & Acquisitions, Equities
Education
Temple University 2006 — 2008
Master of Science, Finance
Temple University 2002 — 2005
Bachelor of Arts, Finance
Edward Kemm Edward Kemm's SEI Investments Experience June 2003 - October 2010
Job Consultant at Independent Portfolio Consultants
Industry Financial Services
Experience
Independent Portfolio Consultants February 2015 - Present
HOODZ of the Treasure and Space Coasts July 2010 - October 2014
SEI Investments June 2003 - October 2010
SEI Investments July 1999 - June 2003
Citibank August 1998 - June 1999
AIG March 1995 - August 1998
STATE STREET RESEARCH AND MANAGEMENT July 1993 - July 1995
Skills
CRM, Sales, Product Development, Vendor Management, Management, Investments, Relationship Management, New Business Development, Marketing, Sales Operations, Finance, Customer Satisfaction, Program Management, Insurance, Contract Negotiation, Kitchen Exhaust..., Hedge Funds..., Training, Fundraising, Hedge Funds, Financial Services
Education
Syracuse University 1987 — 1991
Bachelor of Arts (B.A.), Economics
Independent Portfolio Consultants February 2015 - Present
HOODZ of the Treasure and Space Coasts July 2010 - October 2014
SEI Investments June 2003 - October 2010
SEI Investments July 1999 - June 2003
Citibank August 1998 - June 1999
AIG March 1995 - August 1998
STATE STREET RESEARCH AND MANAGEMENT July 1993 - July 1995
Skills
CRM, Sales, Product Development, Vendor Management, Management, Investments, Relationship Management, New Business Development, Marketing, Sales Operations, Finance, Customer Satisfaction, Program Management, Insurance, Contract Negotiation, Kitchen Exhaust..., Hedge Funds..., Training, Fundraising, Hedge Funds, Financial Services
Education
Syracuse University 1987 — 1991
Bachelor of Arts (B.A.), Economics
Anna Vashko Anna Vashko's SEI Investments Experience January 2010 - Present
Job Financial Reporting Specialist at SEI Investments
Industry Financial Services
Experience
SEI Investments January 2010 - Present
State Street October 2008 - December 2009
SEI Investments September 2006 - October 2008
Commerce Bank March 2002 - April 2006
Skills
Mutual Funds, Bloomberg, Fund Accounting, Fund Administration, Banking, Hedge Funds, Accounting, Investments, Financial Services, Analysis, Financial Analysis, Portfolio Management, Auditing, Account Reconciliation, Financial Reporting
Education
Temple University 2003 — 2006
B.S., Finance, Accounting
SEI Investments January 2010 - Present
State Street October 2008 - December 2009
SEI Investments September 2006 - October 2008
Commerce Bank March 2002 - April 2006
Skills
Mutual Funds, Bloomberg, Fund Accounting, Fund Administration, Banking, Hedge Funds, Accounting, Investments, Financial Services, Analysis, Financial Analysis, Portfolio Management, Auditing, Account Reconciliation, Financial Reporting
Education
Temple University 2003 — 2006
B.S., Finance, Accounting
Brian Tully Brian Tully's SEI Investments Experience February 2000 - October 2002
Job Managing Director, Broker Services at Promontory Interfinancial Network
Industry Financial Services
Experience
Promontory Interfinancial Network July 2012 - Present
Promontory Interfinancial Network June 2005 - July 2012
Promontory Interfinancial Network October 2002 - June 2005
SEI Investments February 2000 - October 2002
USTrust Bank October 1996 - February 2000
First National Bank of Maryland May 1993 - October 1996
Skills
Investments, Retail Banking, Capital Markets, Financial Analysis, Management, New Business Development, Relationship Management, Fixed Income, Web Content, Sales, Marketing, Portfolio Management, Asset Management, Series 7, Loans, Series 63, Banking, Securities, Equities
Education
Syracuse University - Maxwell School of Citizenship and Public Affairs 1992 — 1994
Masters, Economics
Syracuse University - Maxwell School of Citizenship and Public Affairs 1989 — 1992
BA, Economics
Promontory Interfinancial Network July 2012 - Present
Promontory Interfinancial Network June 2005 - July 2012
Promontory Interfinancial Network October 2002 - June 2005
SEI Investments February 2000 - October 2002
USTrust Bank October 1996 - February 2000
First National Bank of Maryland May 1993 - October 1996
Skills
Investments, Retail Banking, Capital Markets, Financial Analysis, Management, New Business Development, Relationship Management, Fixed Income, Web Content, Sales, Marketing, Portfolio Management, Asset Management, Series 7, Loans, Series 63, Banking, Securities, Equities
Education
Syracuse University - Maxwell School of Citizenship and Public Affairs 1992 — 1994
Masters, Economics
Syracuse University - Maxwell School of Citizenship and Public Affairs 1989 — 1992
BA, Economics
Matthew Koziol, CFA Matthew Koziol, CFA's SEI Investments Experience October 2009 - July 2011
Job Research Associate, Consumer: Branded Apparel & Footwear at Janney Montgomery Scott LLC
Industry Capital Markets
Experience
Janney Montgomery Scott LLC November 2014 - Present
West Capital Management July 2011 - November 2014
SEI Investments October 2009 - July 2011
Susquehanna Bank May 2007 - August 2007
Skills
Series 7, Series 86 (Exempt), Series 87, Series 65, Portfolio Management
Education
Susquehanna University 2005 — 2009
B.S., Business Administration, Finance Emphasis and B.A., Economics
Janney Montgomery Scott LLC November 2014 - Present
West Capital Management July 2011 - November 2014
SEI Investments October 2009 - July 2011
Susquehanna Bank May 2007 - August 2007
Skills
Series 7, Series 86 (Exempt), Series 87, Series 65, Portfolio Management
Education
Susquehanna University 2005 — 2009
B.S., Business Administration, Finance Emphasis and B.A., Economics
Robert Derkrikorian Robert Derkrikorian's SEI Investments Experience January 2011 - October 2012
Job Alternative Fund Administration Analyst at BlackRock
Industry Accounting
Experience
BlackRock October 2012 - Present
SEI Investments January 2011 - October 2012
MassMutual Financial Group 2009 - 2010
Buck Consultants 2008 - 2009
Skills
Financial Reporting, Fund Accounting, Financial Statements, Accounting, Hedge Accounting, Account Reconciliation, Finance, Financial Services, Hedge Funds, Alternative Investments, Valuation, Analysis, Bloomberg Terminal, Auditing, Corporate Actions, Axys, Internal Controls, Financial Analysis, Equities, Investments, Financial Modeling, Bloomberg
Education
Saint Joseph's University - Erivan K. Haub School of Business 2007 — 2010
Bachelors in Science, Accounting
Conestoga High School 2001 — 2006
BlackRock October 2012 - Present
SEI Investments January 2011 - October 2012
MassMutual Financial Group 2009 - 2010
Buck Consultants 2008 - 2009
Skills
Financial Reporting, Fund Accounting, Financial Statements, Accounting, Hedge Accounting, Account Reconciliation, Finance, Financial Services, Hedge Funds, Alternative Investments, Valuation, Analysis, Bloomberg Terminal, Auditing, Corporate Actions, Axys, Internal Controls, Financial Analysis, Equities, Investments, Financial Modeling, Bloomberg
Education
Saint Joseph's University - Erivan K. Haub School of Business 2007 — 2010
Bachelors in Science, Accounting
Conestoga High School 2001 — 2006
Faina Klyuzman Faina Klyuzman's SEI Investments Experience January 2005 - September 2007
Job Talent Acquisition at Harte Hanks
Industry Staffing and Recruiting
Experience
Harte Hanks May 2015 - Present
AWeber Communications, Inc. November 2010 - April 2015
Worlco Computer Resources October 2007 - November 2010
SEI Investments January 2005 - September 2007
Willow Grove Bank June 2002 - December 2004
ICT Group October 2000 - May 2002
Skills
Talent Scouting, Technical Recruiting, Internet Recruiting, Cold Calling, Hiring, Contract Recruitment, Recruiting, Account Management, Human Resources, User Experience, Executive Search, Talent Acquisition, Applicant Tracking..., Consulting, Team Building, Information Technology, Vendor Management, Talent Management, Interviews, Staffing Services, Benefits Negotiation, Staff Augmentation, Screening, Onboarding, College Recruiting, Sourcing, Web Applications, Permanent Placement, Management, Networking, Email Marketing, Business Development, Screening Resumes
Education
Temple University - Fox School of Business and Management 2001 — 2005
Bachelor of Business Administration
Harte Hanks May 2015 - Present
AWeber Communications, Inc. November 2010 - April 2015
Worlco Computer Resources October 2007 - November 2010
SEI Investments January 2005 - September 2007
Willow Grove Bank June 2002 - December 2004
ICT Group October 2000 - May 2002
Skills
Talent Scouting, Technical Recruiting, Internet Recruiting, Cold Calling, Hiring, Contract Recruitment, Recruiting, Account Management, Human Resources, User Experience, Executive Search, Talent Acquisition, Applicant Tracking..., Consulting, Team Building, Information Technology, Vendor Management, Talent Management, Interviews, Staffing Services, Benefits Negotiation, Staff Augmentation, Screening, Onboarding, College Recruiting, Sourcing, Web Applications, Permanent Placement, Management, Networking, Email Marketing, Business Development, Screening Resumes
Education
Temple University - Fox School of Business and Management 2001 — 2005
Bachelor of Business Administration
Stan Kutler Stan Kutler's SEI Investments Experience 1989 - 2002
Job Product Development and Strategy at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds 2014 - Present
Prudential Financial 2008 - 2013
Merrill Lynch 2006 - 2008
The BISYS Group / InvestorForce January 2006 - December 2006
Prudential Financial January 2004 - December 2006
SEI Investments 1989 - 2002
Skills
Series 7, Separately Managed..., Mutual Funds, Product Development, Alternative Investments, ETFs, Series 24, Wealth Management, Product Management, Securities, Financial Services, Management, Asset Allocation, Asset Management, Series 63, Hedge Funds, FINRA, Fixed Income, Investment Advisory
Education
Temple University - Fox School of Business and Management
BBA, Finance
Widener University
MBA, Finance
OppenheimerFunds 2014 - Present
Prudential Financial 2008 - 2013
Merrill Lynch 2006 - 2008
The BISYS Group / InvestorForce January 2006 - December 2006
Prudential Financial January 2004 - December 2006
SEI Investments 1989 - 2002
Skills
Series 7, Separately Managed..., Mutual Funds, Product Development, Alternative Investments, ETFs, Series 24, Wealth Management, Product Management, Securities, Financial Services, Management, Asset Allocation, Asset Management, Series 63, Hedge Funds, FINRA, Fixed Income, Investment Advisory
Education
Temple University - Fox School of Business and Management
BBA, Finance
Widener University
MBA, Finance
Joe Balent, CTP, Cert ICM Joe Balent, CTP, Cert ICM's SEI Investments Experience 2001 - April 2008
Job Vice President at Wells Fargo
Industry Banking
Experience
Wells Fargo September 2013 - Present
Wells Fargo April 2008 - September 2013
SEI Investments 2001 - April 2008
GMAC Commercial Mortgage 2000 - 2001
GMAC Residential Mortgage 1999 - 2000
Federal Reserve Bank of Phila 1989 - 1999
Skills
Treasury Management, Business Process..., Strategic Planning, Global Cash Management, Sales Support, Technical Sales..., Team Leadership, Lean Six Sigma, Banking, Cash Flow Forecasting, Cash Management, Business Process, Finance, Management, Management Consulting, Process Improvement, Sales Operations, Training, Treasury, Treasury Services, Working Capital..., Financial Analysis, Investments, Financial Services, Strategy
Education
Association of Corporate Treasurers 2005 — 2006
Cert ICM, Certified International Cash Manager
Temple University - Fox School of Business and Management 1993 — 1996
MBA, Finance
Temple University - Fox School of Business and Management 1985 — 1989
BBA, Finance
Association for Financial Profesisonals
CTP, Certified Treasury Professional
Wells Fargo September 2013 - Present
Wells Fargo April 2008 - September 2013
SEI Investments 2001 - April 2008
GMAC Commercial Mortgage 2000 - 2001
GMAC Residential Mortgage 1999 - 2000
Federal Reserve Bank of Phila 1989 - 1999
Skills
Treasury Management, Business Process..., Strategic Planning, Global Cash Management, Sales Support, Technical Sales..., Team Leadership, Lean Six Sigma, Banking, Cash Flow Forecasting, Cash Management, Business Process, Finance, Management, Management Consulting, Process Improvement, Sales Operations, Training, Treasury, Treasury Services, Working Capital..., Financial Analysis, Investments, Financial Services, Strategy
Education
Association of Corporate Treasurers 2005 — 2006
Cert ICM, Certified International Cash Manager
Temple University - Fox School of Business and Management 1993 — 1996
MBA, Finance
Temple University - Fox School of Business and Management 1985 — 1989
BBA, Finance
Association for Financial Profesisonals
CTP, Certified Treasury Professional
Stephen Varga Stephen Varga's SEI Investments Experience July 2008 - April 2011
Job Product Management Associate at Aberdeen Asset Management
Industry Financial Services
Experience
Aberdeen Asset Management June 2013 - Present
Aberdeen Asset Management May 2011 - June 2013
SEI Investments July 2008 - April 2011
Skills
Mutual Funds, Equities, Fixed Income, Performance Measurement, Alternative Investments, Investments, Valuation, Accounting, Trading, Marketing Strategy, Sports Marketing, Closed-end Funds, Financial Regulation, Minutes
Education
Saint Joseph's University - Erivan K. Haub School of Business 2010 — 2013
MBA
Saint Joseph's University - Erivan K. Haub School of Business 2004 — 2008
BS
Aberdeen Asset Management June 2013 - Present
Aberdeen Asset Management May 2011 - June 2013
SEI Investments July 2008 - April 2011
Skills
Mutual Funds, Equities, Fixed Income, Performance Measurement, Alternative Investments, Investments, Valuation, Accounting, Trading, Marketing Strategy, Sports Marketing, Closed-end Funds, Financial Regulation, Minutes
Education
Saint Joseph's University - Erivan K. Haub School of Business 2010 — 2013
MBA
Saint Joseph's University - Erivan K. Haub School of Business 2004 — 2008
BS
Jaclyn O'Malley's SEI Investments Experience August 2014 - April 2015
Job Educator at DaVita Kidney Care
Industry Hospital & Health Care
Experience
DaVita Kidney Care May 2015 - Present
SEI Investments August 2014 - April 2015
SEI Investments October 2011 - August 2014
SEI Investments April 2011 - September 2011
SEI Investments December 2009 - March 2011
Skills
Coaching, Management, Leadership, Employee Training, Improving Processes, Creating Procedures and..., Microsoft Excel, Public Speaking, Teaching, Creating Efficiencies
Education
Strayer University-Pennsylvania 2014 — 2017
Pursuing Master's Degree, HR with a concentration in Organizational Development
West Chester University of Pennsylvania 2005 — 2009
Bachelor's, Major Business Management, Minor Accounting
DaVita Kidney Care May 2015 - Present
SEI Investments August 2014 - April 2015
SEI Investments October 2011 - August 2014
SEI Investments April 2011 - September 2011
SEI Investments December 2009 - March 2011
Skills
Coaching, Management, Leadership, Employee Training, Improving Processes, Creating Procedures and..., Microsoft Excel, Public Speaking, Teaching, Creating Efficiencies
Education
Strayer University-Pennsylvania 2014 — 2017
Pursuing Master's Degree, HR with a concentration in Organizational Development
West Chester University of Pennsylvania 2005 — 2009
Bachelor's, Major Business Management, Minor Accounting
Abhilash Rajan Abhilash Rajan's SEI Investments Experience October 2012 - November 2012
Job Associate Accountant at MetLife
Industry Accounting
Experience
MetLife April 2013 - Present
PwC December 2012 - March 2013
SEI INVESTMENTS October 2012 - November 2012
Temple University Hospital September 2007 - September 2012
The Campaign for Working Families January 2012 - April 2012
Iota Nu Delta Fraternity Inc May 2010 - May 2011
Sunoco January 2006 - July 2006
Skills
Excel, Word, PowerPoint, Microsoft Office, Customer Service, Networking, Microsoft Excel
Education
Temple University 2006 — 2012
Bachelor of Science, Business Administration; Accounting
Temple University - Fox School of Business and Management 2006 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
MetLife April 2013 - Present
PwC December 2012 - March 2013
SEI INVESTMENTS October 2012 - November 2012
Temple University Hospital September 2007 - September 2012
The Campaign for Working Families January 2012 - April 2012
Iota Nu Delta Fraternity Inc May 2010 - May 2011
Sunoco January 2006 - July 2006
Skills
Excel, Word, PowerPoint, Microsoft Office, Customer Service, Networking, Microsoft Excel
Education
Temple University 2006 — 2012
Bachelor of Science, Business Administration; Accounting
Temple University - Fox School of Business and Management 2006 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
Eric Fagan's SEI Investments Experience November 2010 - March 2012
Job Fixed Income Specialist
Industry Financial Services
Experience
FactSet April 2015 - Present
FactSet April 2014 - March 2015
FactSet Research Systems October 2012 - April 2014
SEI March 2012 - October 2012
SEI Investments November 2010 - March 2012
City Year June 2010 - November 2010
Merrill Lynch May 2009 - August 2009
Skills
Asset Allocation, Fixed Income, Wealth Management, Equities, Management, Finance, Mutual Funds, Trading, Banking, Accounting, PowerPoint, Financial Analysis, Investments, Microsoft Office, Microsoft Excel
Education
Syracuse University 2006 — 2010
BA, Economics
FactSet April 2015 - Present
FactSet April 2014 - March 2015
FactSet Research Systems October 2012 - April 2014
SEI March 2012 - October 2012
SEI Investments November 2010 - March 2012
City Year June 2010 - November 2010
Merrill Lynch May 2009 - August 2009
Skills
Asset Allocation, Fixed Income, Wealth Management, Equities, Management, Finance, Mutual Funds, Trading, Banking, Accounting, PowerPoint, Financial Analysis, Investments, Microsoft Office, Microsoft Excel
Education
Syracuse University 2006 — 2010
BA, Economics
Jazmine Skinner Jazmine Skinner's SEI Investments Experience June 2010 - May 2012
Job Senior Accountant at AlliedBarton Security Services
Industry Accounting
Experience
AlliedBarton Security Services February 2014 - Present
CDI Corporation May 2012 - February 2014
SEI Investments June 2010 - May 2012
Liberty Tax Service January 2010 - April 2010
University Directories May 2009 - September 2009
Skills
CPA Candidate, General Ledger, Month End Close, Financial Accounting, P&L Analysis, Account Reconciliation, Financial Reporting, Finance, GAAP, Financial Analysis, Accounting, Microsoft Excel, Fixed Assets, Accruals, Mutual Funds, Financial Services, Payroll, Fixed Asset Depreciation, Costpoint, Cognos, Tax Preparation, WinTeam
Education
Shippensburg University of Pennsylvania 2006 — 2010
Bachelors of Science Business Administration, Accounting
Upper Merion Area High School Class of 2006 2002 — 2006
AlliedBarton Security Services February 2014 - Present
CDI Corporation May 2012 - February 2014
SEI Investments June 2010 - May 2012
Liberty Tax Service January 2010 - April 2010
University Directories May 2009 - September 2009
Skills
CPA Candidate, General Ledger, Month End Close, Financial Accounting, P&L Analysis, Account Reconciliation, Financial Reporting, Finance, GAAP, Financial Analysis, Accounting, Microsoft Excel, Fixed Assets, Accruals, Mutual Funds, Financial Services, Payroll, Fixed Asset Depreciation, Costpoint, Cognos, Tax Preparation, WinTeam
Education
Shippensburg University of Pennsylvania 2006 — 2010
Bachelors of Science Business Administration, Accounting
Upper Merion Area High School Class of 2006 2002 — 2006
Vladimir Coric Vladimir Coric's SEI Investments Experience September 2013 - Present
Job Lead Data Scientist at SEI Investments
Industry Information Technology and Services
Experience
SEI Investments September 2013 - Present
Temple University September 2008 - December 2014
WINLAB Rutgers University May 2013 - August 2013
Temple University August 2009 - May 2013
WINLAB Rutgers University May 2012 - August 2012
Skills
Data Mining, Machine Learning, Matlab, Computer Science, Java, Statistics, Microsoft Office, LaTeX, MySQL, Data Analysis, Databases, SQL, Artificial Intelligence, Robotics, Weka, ArcGIS, Mechatronics, Traffic Analysis, Traffic estimation and..., Hadoop, Big Data
Education
Temple University 2008 — 2014
Doctor of Philosophy (PhD), Data Mining and Machine Learning, 3.89 out of 4
Univerzitet u Novom Sadu 2003 — 2008
Master of Science (MS), Mechatronics, Robotics, and Automation Engineering
SEI Investments September 2013 - Present
Temple University September 2008 - December 2014
WINLAB Rutgers University May 2013 - August 2013
Temple University August 2009 - May 2013
WINLAB Rutgers University May 2012 - August 2012
Skills
Data Mining, Machine Learning, Matlab, Computer Science, Java, Statistics, Microsoft Office, LaTeX, MySQL, Data Analysis, Databases, SQL, Artificial Intelligence, Robotics, Weka, ArcGIS, Mechatronics, Traffic Analysis, Traffic estimation and..., Hadoop, Big Data
Education
Temple University 2008 — 2014
Doctor of Philosophy (PhD), Data Mining and Machine Learning, 3.89 out of 4
Univerzitet u Novom Sadu 2003 — 2008
Master of Science (MS), Mechatronics, Robotics, and Automation Engineering
Andrew Keinard's SEI Investments Experience December 2008 - February 2010
Job Traveling
Industry Investment Management
Experience
TeamCo Advisers, LLC August 2010 - June 2012
SEI Investments December 2008 - February 2010
American Red Cross July 2007 - December 2008
SEI Investments June 2008 - August 2008
ChoiceOne Mortgage (Subsidiary of Acre Mortgage) May 2007 - August 2007
Education
Temple University - Fox School of Business and Management 2004 — 2008
Bachelor, Business Administration, Finance & Accounting
TeamCo Advisers, LLC August 2010 - June 2012
SEI Investments December 2008 - February 2010
American Red Cross July 2007 - December 2008
SEI Investments June 2008 - August 2008
ChoiceOne Mortgage (Subsidiary of Acre Mortgage) May 2007 - August 2007
Education
Temple University - Fox School of Business and Management 2004 — 2008
Bachelor, Business Administration, Finance & Accounting
Henry Heuer Henry Heuer's SEI Investments Experience November 2010 - June 2013
Job Financial Services Professional, Project Manager at Oakbrook Solutions
Industry Investment Management
Experience
SEI September 2012 - June 2013
SEI Investments November 2010 - June 2013
Oakbroook Solutions 2013 - 2013
SEI September 2007 - September 2010
SEI Investments September 2004 - September 2010
SEI September 1997 - September 2004
SEI February 1992 - February 1997
Skills
Project Management, Customer Service, Problem Solving, Securities Operations, Free Movements, Bank Reconciliation, Mutual Funds, Microsoft Access, Microsoft Excel, JCL, Database Design, SQL, MS Project, Visual Basic, Visio, Windows, Microsoft Word, Business Analysis, Securities, Back Office, Cash Management, Account Reconciliation, Access, Financial Services, Process Improvement, Equities, Vendor Management, Banking, Settlement, Bonds, Management, Fixed Income, Integration, Disaster Recovery, Testing, Strategy, Cross-functional Team..., Databases, SDLC
Education
Temple University 1975 — 1976
Business
Western Maryland College 1969 — 1973
Bachelor's degree, Biology
SEI September 2012 - June 2013
SEI Investments November 2010 - June 2013
Oakbroook Solutions 2013 - 2013
SEI September 2007 - September 2010
SEI Investments September 2004 - September 2010
SEI September 1997 - September 2004
SEI February 1992 - February 1997
Skills
Project Management, Customer Service, Problem Solving, Securities Operations, Free Movements, Bank Reconciliation, Mutual Funds, Microsoft Access, Microsoft Excel, JCL, Database Design, SQL, MS Project, Visual Basic, Visio, Windows, Microsoft Word, Business Analysis, Securities, Back Office, Cash Management, Account Reconciliation, Access, Financial Services, Process Improvement, Equities, Vendor Management, Banking, Settlement, Bonds, Management, Fixed Income, Integration, Disaster Recovery, Testing, Strategy, Cross-functional Team..., Databases, SDLC
Education
Temple University 1975 — 1976
Business
Western Maryland College 1969 — 1973
Bachelor's degree, Biology
Ed John, Jr. Ed John, Jr.'s SEI Investments Experience July 2004 - November 2006
Job Insurance Agent and Financial Advisor
Industry Financial Services
Experience
Independent Broker Dealer 2010 - Present
Bankers Life and Casualty June 2009 - Present
Pershing, a BNY Mellon company February 2008 - January 2009
Pershing, a BNY Mellon company December 2006 - February 2008
SEI Investments July 2004 - November 2006
SEI Investments 2000 - 2004
Skills
Insurance, Financial Planning, Portfolio Management, Annuities, Long Term Care, Fixed Annuities, Strategic Financial...
Education
The American College 2000 — 2010
ChFC, Chartered Financial Consultant
The American College 2000 — 2010
CLU, Chartered Life Underwriter
Saint Joseph's University - Erivan K. Haub School of Business 2004 — 2005
MBA, Finance
Villanova University 1995 — 1999
BS in Business Administration, Marketing
Independent Broker Dealer 2010 - Present
Bankers Life and Casualty June 2009 - Present
Pershing, a BNY Mellon company February 2008 - January 2009
Pershing, a BNY Mellon company December 2006 - February 2008
SEI Investments July 2004 - November 2006
SEI Investments 2000 - 2004
Skills
Insurance, Financial Planning, Portfolio Management, Annuities, Long Term Care, Fixed Annuities, Strategic Financial...
Education
The American College 2000 — 2010
ChFC, Chartered Financial Consultant
The American College 2000 — 2010
CLU, Chartered Life Underwriter
Saint Joseph's University - Erivan K. Haub School of Business 2004 — 2005
MBA, Finance
Villanova University 1995 — 1999
BS in Business Administration, Marketing
Colleen Evangelista Colleen Evangelista's SEI Investments Experience November 2005 - May 2010
Job GWP Product Owner at SEI Investments
Industry Financial Services
Experience
SEI March 2015 - Present
SEI June 2013 - Present
SEI 2010 - 2013
SEI Investments November 2005 - May 2010
Chestnut hill Rehab Hospital 2005 - 2006
Skills
Financial Services, Business Analysis, Investments, Mutual Funds, SDLC, Portfolio Management, Requirements Analysis, Requirements Gathering, Process Improvement
Education
Shippensburg University of Pennsylvania 2001 — 2005
Finance, General
SEI March 2015 - Present
SEI June 2013 - Present
SEI 2010 - 2013
SEI Investments November 2005 - May 2010
Chestnut hill Rehab Hospital 2005 - 2006
Skills
Financial Services, Business Analysis, Investments, Mutual Funds, SDLC, Portfolio Management, Requirements Analysis, Requirements Gathering, Process Improvement
Education
Shippensburg University of Pennsylvania 2001 — 2005
Finance, General
Brie Darragh Brie Darragh's SEI Investments Experience December 2007 - May 2009
Job Middle Office at Aberdeen Asset Management
Industry Financial Services
Experience
Aberdeen Asset Management May 2015 - Present
Aberdeen Asset Management January 2013 - April 2015
Aberdeen Asset Management December 2010 - December 2012
SEI May 2009 - December 2010
SEI Investments December 2007 - May 2009
SEI Investments May 2007 - December 2007
SEI Investments 2005 - 2007
Skills
Bloomberg, Equities, Mutual Funds, Hedge Funds, Fixed Income, Investments, Alternative Investments, Securities, Swaps, Business Analysis, Derivatives, Microsoft Excel, Portfolio Management, Access
Education
Temple University 2007 — 2010
MBA, Finance
Tulane University 2002 — 2006
BA, Sociology, French
Aberdeen Asset Management May 2015 - Present
Aberdeen Asset Management January 2013 - April 2015
Aberdeen Asset Management December 2010 - December 2012
SEI May 2009 - December 2010
SEI Investments December 2007 - May 2009
SEI Investments May 2007 - December 2007
SEI Investments 2005 - 2007
Skills
Bloomberg, Equities, Mutual Funds, Hedge Funds, Fixed Income, Investments, Alternative Investments, Securities, Swaps, Business Analysis, Derivatives, Microsoft Excel, Portfolio Management, Access
Education
Temple University 2007 — 2010
MBA, Finance
Tulane University 2002 — 2006
BA, Sociology, French
Stewart, Clay's SEI Investments Experience December 2008 - September 2009
Job Touch of Class Dance Studio
Industry Financial Services
Experience
SEI September 2009 - Present
Touch of Class Dance Studio August 2008 - Present
SEI Investments December 2008 - September 2009
SEI September 2008 - December 2008
Grassroots Campaigns June 2006 - August 2006
Education
Temple University 2003 — 2007
SEI September 2009 - Present
Touch of Class Dance Studio August 2008 - Present
SEI Investments December 2008 - September 2009
SEI September 2008 - December 2008
Grassroots Campaigns June 2006 - August 2006
Education
Temple University 2003 — 2007
Anthony DiOstilio's SEI Investments Experience August 2010 - November 2011
Job Senior Associate, Institutional Advice at SEI
Industry Investment Management
Experience
SEI January 2014 - Present
SEI November 2011 - January 2014
SEI Investments August 2010 - November 2011
The William C. Dunkelberg Owl Fund January 2009 - December 2009
Skills
Bloomberg, Investments, Equity Research, Valuation, Microsoft Excel, PowerPoint, Financial Analysis, Financial Modeling, Equities, Mutual Funds, Bloomberg Terminal, Morningstar Direct, Fixed Income, Asset Allocation
Education
Temple University - Fox School of Business and Management 2006 — 2010
BBA, Finance and Accounting
CFA Institute
SEI January 2014 - Present
SEI November 2011 - January 2014
SEI Investments August 2010 - November 2011
The William C. Dunkelberg Owl Fund January 2009 - December 2009
Skills
Bloomberg, Investments, Equity Research, Valuation, Microsoft Excel, PowerPoint, Financial Analysis, Financial Modeling, Equities, Mutual Funds, Bloomberg Terminal, Morningstar Direct, Fixed Income, Asset Allocation
Education
Temple University - Fox School of Business and Management 2006 — 2010
BBA, Finance and Accounting
CFA Institute
Captain Jay Keeney's SEI Investments Experience January 2004 - June 2006
Job Owner/Captain with Charleston Sailboat Charters
Industry Leisure, Travel & Tourism
Experience
Charleston Sailboat Charters June 2015 - Present
Charleston County School District April 2015 - Present
Go Race Productions January 2015 - Present
PeopleMatter September 2011 - November 2014
Benefitfocus February 2010 - August 2011
Brinker Capital August 2006 - March 2009
SEI Investments January 2004 - June 2006
SEI Investments January 2003 - January 2004
SEI July 2002 - January 2003
SEI Investments August 2001 - July 2002
Skills
SaaS, Fixed Income, Salesforce.com, Portfolio Management, Analysis, CRM, Marketing, Mutual Funds, Securities, Solution Implementation, Hedge Funds, Workforce Management, Equities, Human Capital Management, IT Project..., Labor Management Systems, Software Implementation
Education
Saint Joseph's University - Erivan K. Haub School of Business 2002 — 2005
MBA, Finance
Shippensburg University of Pennsylvania 1997 — 2001
BS, Finance/Economics
Charleston Sailboat Charters June 2015 - Present
Charleston County School District April 2015 - Present
Go Race Productions January 2015 - Present
PeopleMatter September 2011 - November 2014
Benefitfocus February 2010 - August 2011
Brinker Capital August 2006 - March 2009
SEI Investments January 2004 - June 2006
SEI Investments January 2003 - January 2004
SEI July 2002 - January 2003
SEI Investments August 2001 - July 2002
Skills
SaaS, Fixed Income, Salesforce.com, Portfolio Management, Analysis, CRM, Marketing, Mutual Funds, Securities, Solution Implementation, Hedge Funds, Workforce Management, Equities, Human Capital Management, IT Project..., Labor Management Systems, Software Implementation
Education
Saint Joseph's University - Erivan K. Haub School of Business 2002 — 2005
MBA, Finance
Shippensburg University of Pennsylvania 1997 — 2001
BS, Finance/Economics
Purvil Patel Purvil Patel's SEI Investments Experience July 2005 - September 2006
Job Project Manager at Aria Systems Inc.
Industry Financial Services
Experience
Aria Systems January 2015 - August 2015
Sterling Backcheck September 2014 - January 2015
ION Trading February 2011 - September 2014
Pershing Managed account solutions July 2008 - October 2010
Lockwood Capital Management July 2008 - July 2009
Morgan Stanley September 2006 - July 2008
SEI Investments July 2005 - September 2006
Skills
Agile & Waterfall..., Agile Project Management, Software Project..., Project Management, SDLC, Equities, Business Analysis, Risk Management, Financial Analysis, Portfolio Management, Management, Trading, Finance, Financial Markets, Back Office, Fixed Income, Financial Services, Leadership, Trading Systems, Securities, FX Options, Derivatives, Strategy, Treasury, Business Requirements, Options, Mutual Funds, Swaps, Investments, FX trading, Relationship Management, Foreign Exchange, Client Services, User Acceptance Testing, Dodd-Frank, Banking, Series 63, Asset Managment, Series 7, SWIFT payments, Payments, Financial Risk, Middle Office, Equity Derivatives, Market Risk, Asset Allocation, Requirements Analysis, Analysis, Integration, Capital Markets
Education
Temple University - Fox School of Business and Management 2002 — 2005
Bachelor, Business Administration; Finance
Strayer University 2009 — 2012
Master of Business Administration (M.B.A.), Finance, General, 3.75
Aria Systems January 2015 - August 2015
Sterling Backcheck September 2014 - January 2015
ION Trading February 2011 - September 2014
Pershing Managed account solutions July 2008 - October 2010
Lockwood Capital Management July 2008 - July 2009
Morgan Stanley September 2006 - July 2008
SEI Investments July 2005 - September 2006
Skills
Agile & Waterfall..., Agile Project Management, Software Project..., Project Management, SDLC, Equities, Business Analysis, Risk Management, Financial Analysis, Portfolio Management, Management, Trading, Finance, Financial Markets, Back Office, Fixed Income, Financial Services, Leadership, Trading Systems, Securities, FX Options, Derivatives, Strategy, Treasury, Business Requirements, Options, Mutual Funds, Swaps, Investments, FX trading, Relationship Management, Foreign Exchange, Client Services, User Acceptance Testing, Dodd-Frank, Banking, Series 63, Asset Managment, Series 7, SWIFT payments, Payments, Financial Risk, Middle Office, Equity Derivatives, Market Risk, Asset Allocation, Requirements Analysis, Analysis, Integration, Capital Markets
Education
Temple University - Fox School of Business and Management 2002 — 2005
Bachelor, Business Administration; Finance
Strayer University 2009 — 2012
Master of Business Administration (M.B.A.), Finance, General, 3.75
John Steinmetz's SEI Investments Experience January 2012 - Present
Job
Industry Financial Services
Experience
SEI Investments January 2012 - Present
Skills
SDLC, Vendor Management, Enterprise Architecture, IT Strategy, Software Project..., Business Intelligence, Business Analysis, Process Improvement, Program Management, Portfolio Management, Product Management, SaaS, Software Development, Cloud Computing, Management, Enterprise Software
Education
Spring Garden College 1977 — 1981
BS, Computer Science
SEI Investments January 2012 - Present
Skills
SDLC, Vendor Management, Enterprise Architecture, IT Strategy, Software Project..., Business Intelligence, Business Analysis, Process Improvement, Program Management, Portfolio Management, Product Management, SaaS, Software Development, Cloud Computing, Management, Enterprise Software
Education
Spring Garden College 1977 — 1981
BS, Computer Science
Mike Marino's SEI Investments Experience 1997 - 2000
Job Derivative Sale and Trading
Industry Financial Services
Experience
Macro Risk Advisors January 2014 - Present
Ladenburg Thalmann 2012 - January 2014
WJB Capital Group, Inc. February 2007 - January 2012
Davis Securities January 2006 - February 2007
TheStreet.com 2004 - 2005
Goldman Sachs & TFM Investment Group 2000 - 2004
SEI Investments 1997 - 2000
Skills
Equities, Options, Trading, Equity Trading, Portfolio Management, Derivatives, FX trading, Bloomberg, Equity Derivatives, Proprietary Trading, Financial Markets, Series 63, Hedging, Series 7, Trading Systems, Hedge Funds, ETFs, Electronic Trading, Trading Strategies, Capital Markets, Commodity, Currency, Securities, Market Making, FINRA, Traders, Options Strategies, Equity Research, Technical Analysis, Fixed Income, Alternative Investments, FX Options, Structured Products
Education
Saint Michael's College 1993 — 1997
Macro Risk Advisors January 2014 - Present
Ladenburg Thalmann 2012 - January 2014
WJB Capital Group, Inc. February 2007 - January 2012
Davis Securities January 2006 - February 2007
TheStreet.com 2004 - 2005
Goldman Sachs & TFM Investment Group 2000 - 2004
SEI Investments 1997 - 2000
Skills
Equities, Options, Trading, Equity Trading, Portfolio Management, Derivatives, FX trading, Bloomberg, Equity Derivatives, Proprietary Trading, Financial Markets, Series 63, Hedging, Series 7, Trading Systems, Hedge Funds, ETFs, Electronic Trading, Trading Strategies, Capital Markets, Commodity, Currency, Securities, Market Making, FINRA, Traders, Options Strategies, Equity Research, Technical Analysis, Fixed Income, Alternative Investments, FX Options, Structured Products
Education
Saint Michael's College 1993 — 1997
Ravikanth Durgavajhala's SEI Investments Experience April 2000 - August 2000
Job Solutions Architect at Sutter Health
Industry Hospital & Health Care
Experience
Sutter Health May 2015 - Present
JPMorgan Chase October 2010 - May 2015
UBS February 2005 - October 2010
Medco Health Solutions February 2004 - December 2004
JPMorgan Chase April 2002 - February 2004
American Express June 2001 - April 2002
JPMorgan Chase August 2000 - June 2001
SEI Investments April 2000 - August 2000
SSS Solutions November 1998 - December 1999
Apex Data Services July 1998 - October 1998
Skills
Data Warehousing, ETL, Informatica, Business Intelligence, SDLC, PL/SQL, Unix, Oracle, Software Development, Business Objects, Databases, Data Modeling, Agile Methodologies, Unix Shell Scripting, ITIL, Oracle SQL, Actuate, Project Management, SQL, Data Warehouse..., XML, SharePoint, Cognos, JSP, Sybase, Greenplum, ITSM, SVN, JIRA, Postgres
Education
Stevens Institute of Technology 2006 — 2009
Master of Science, Management of Information Systems
P B Siddhartha College of Arts & Science (Nagarjuna University) 1993 — 1996
Bachelor of Science, Math, Physics, Electronics
Vasistha Junior College 1991 — 1993
Junior College, Math, Physics, Chemistry
Kennedy High School 1990 — 1991
High School
D.A.V. Public School 1987 — 1990
High School
A.M.A.A High School 1986 — 1987
Elementary School
Vigyana Bharathi 1984 — 1986
Elementary School
Sarada Public School 1980 — 1984
Elementary School
Sutter Health May 2015 - Present
JPMorgan Chase October 2010 - May 2015
UBS February 2005 - October 2010
Medco Health Solutions February 2004 - December 2004
JPMorgan Chase April 2002 - February 2004
American Express June 2001 - April 2002
JPMorgan Chase August 2000 - June 2001
SEI Investments April 2000 - August 2000
SSS Solutions November 1998 - December 1999
Apex Data Services July 1998 - October 1998
Skills
Data Warehousing, ETL, Informatica, Business Intelligence, SDLC, PL/SQL, Unix, Oracle, Software Development, Business Objects, Databases, Data Modeling, Agile Methodologies, Unix Shell Scripting, ITIL, Oracle SQL, Actuate, Project Management, SQL, Data Warehouse..., XML, SharePoint, Cognos, JSP, Sybase, Greenplum, ITSM, SVN, JIRA, Postgres
Education
Stevens Institute of Technology 2006 — 2009
Master of Science, Management of Information Systems
P B Siddhartha College of Arts & Science (Nagarjuna University) 1993 — 1996
Bachelor of Science, Math, Physics, Electronics
Vasistha Junior College 1991 — 1993
Junior College, Math, Physics, Chemistry
Kennedy High School 1990 — 1991
High School
D.A.V. Public School 1987 — 1990
High School
A.M.A.A High School 1986 — 1987
Elementary School
Vigyana Bharathi 1984 — 1986
Elementary School
Sarada Public School 1980 — 1984
Elementary School
Brian Hirschfield, CFA, FRM's SEI Investments Experience August 2003 - October 2005
Job Head of Hedging Ops and Performance at Voya
Industry Insurance
Experience
Voya Financial January 2008 - Present
Lincoln Financial Group October 2005 - January 2008
SEI Investments August 2003 - October 2005
Hay Group 1999 - 2003
TIAA-CREF 1998 - 1999
Actuarial Sciences Associates 1996 - 1998
Skills
Hedging, Performance Attribution, Risk Measurement, Risk Management, Options, Pensions, Investment Strategies, Market Risk, Investments, Derivatives, Quantitative Finance, Quantitative Analysis, Asset Allocation, Actuarial, Equity Derivatives, Portfolio Management
Education
Global Association of Risk Profesisonals 2008 — 2008
Financial Risk Manager
Certificate in Quantitative Finance 2007 — 2007
CQF, Quantitative Finance
CFA Institute 2001 — 2003
CFA, Finance
Associate of Society of Actuaries 2001 — 2001
ASA, Actuarial Science
Temple University 1992 — 1996
Business Administration, Actuarial Science
Voya Financial January 2008 - Present
Lincoln Financial Group October 2005 - January 2008
SEI Investments August 2003 - October 2005
Hay Group 1999 - 2003
TIAA-CREF 1998 - 1999
Actuarial Sciences Associates 1996 - 1998
Skills
Hedging, Performance Attribution, Risk Measurement, Risk Management, Options, Pensions, Investment Strategies, Market Risk, Investments, Derivatives, Quantitative Finance, Quantitative Analysis, Asset Allocation, Actuarial, Equity Derivatives, Portfolio Management
Education
Global Association of Risk Profesisonals 2008 — 2008
Financial Risk Manager
Certificate in Quantitative Finance 2007 — 2007
CQF, Quantitative Finance
CFA Institute 2001 — 2003
CFA, Finance
Associate of Society of Actuaries 2001 — 2001
ASA, Actuarial Science
Temple University 1992 — 1996
Business Administration, Actuarial Science
Liz Reasey's SEI Investments Experience 1999 - February 2009
Job Manager in Ernst & Young's Advisory Practice; Wealth Management Team
Industry Financial Services
Experience
Ernst & Young August 2011 - Present
Legion Insurance (In Liquidation) September 2009 - July 2011
SEI Investments 1999 - February 2009
SEI March 1989 - 1999
Skills
Business Analysis, Requirements Analysis, Program Management, Management, Risk Management, Project Management, Business Process..., Financial Services, Business Process, CRM, Process Improvement, SDLC, PMO, Software Implementation, Relationship Management, Non-profits, Liquidation
Education
Shippensburg University of Pennsylvania
BSBA, Management and Accounting
Ernst & Young August 2011 - Present
Legion Insurance (In Liquidation) September 2009 - July 2011
SEI Investments 1999 - February 2009
SEI March 1989 - 1999
Skills
Business Analysis, Requirements Analysis, Program Management, Management, Risk Management, Project Management, Business Process..., Financial Services, Business Process, CRM, Process Improvement, SDLC, PMO, Software Implementation, Relationship Management, Non-profits, Liquidation
Education
Shippensburg University of Pennsylvania
BSBA, Management and Accounting
Bob Cocco's SEI Investments Experience January 2013 - Present
Job Project Manager, Private Banking Implementations Team at SEI
Industry Financial Services
Experience
SEI Investments January 2013 - Present
SEI January 2012 - January 2013
SEI Investments July 2010 - March 2012
SEI Investments September 2007 - July 2010
SEI Investments February 2005 - September 2007
PNC Advisors September 1998 - January 2005
Skills
Mutual Funds, Corporate Actions, Securities, Derivatives, Hedge Funds, Bloomberg, Equities, Alternative Investments, Financial Services, Back Office, Middle Office
Education
Temple University 1998 — 2002
Human Resource Administration
SEI Investments January 2013 - Present
SEI January 2012 - January 2013
SEI Investments July 2010 - March 2012
SEI Investments September 2007 - July 2010
SEI Investments February 2005 - September 2007
PNC Advisors September 1998 - January 2005
Skills
Mutual Funds, Corporate Actions, Securities, Derivatives, Hedge Funds, Bloomberg, Equities, Alternative Investments, Financial Services, Back Office, Middle Office
Education
Temple University 1998 — 2002
Human Resource Administration
Scot Bonner's SEI Investments Experience March 2004 - August 2005
Job Accountant
Industry Financial Services
Experience
AES/PHEAA July 2007 - Present
Accounting Associates January 2009 - Present
AES/PHEAA August 2005 - July 2007
SEI Investments March 2004 - August 2005
Skills
Financial Analysis, Insurance, Microsoft Excel, Microsoft Office, Customer Service, Strategic Planning, PowerPoint, Account Management, Management, Marketing, Employee Training, Team Building, Marketing Strategy, Market Research, Change Management, Fixed Annuities, Business Development, Social Media, Public Speaking, Accounting
Education
Shippensburg University of Pennsylvania 1999 — 2003
BSBA, Finance
AES/PHEAA July 2007 - Present
Accounting Associates January 2009 - Present
AES/PHEAA August 2005 - July 2007
SEI Investments March 2004 - August 2005
Skills
Financial Analysis, Insurance, Microsoft Excel, Microsoft Office, Customer Service, Strategic Planning, PowerPoint, Account Management, Management, Marketing, Employee Training, Team Building, Marketing Strategy, Market Research, Change Management, Fixed Annuities, Business Development, Social Media, Public Speaking, Accounting
Education
Shippensburg University of Pennsylvania 1999 — 2003
BSBA, Finance
Thomasina Cole's SEI Investments Experience 1998 - 2001
Job Account Manager at ACS
Industry Financial Services
Experience
Xerox January 2005 - Present
SEI 2001 - 2005
SEI Investments 1998 - 2001
Grubb and Ellis 1997 - 1998
Skills
CRM, Professional Services, Business Analysis, Vendor Management, Team Leadership, Business Intelligence, Process Improvement, New Business Development, Customer Service, Program Management, Project Management
Education
Temple University 1992 — 1995
Bachelor of Arts (B.A.)
University of Delaware 1990 — 1992
Xerox January 2005 - Present
SEI 2001 - 2005
SEI Investments 1998 - 2001
Grubb and Ellis 1997 - 1998
Skills
CRM, Professional Services, Business Analysis, Vendor Management, Team Leadership, Business Intelligence, Process Improvement, New Business Development, Customer Service, Program Management, Project Management
Education
Temple University 1992 — 1995
Bachelor of Arts (B.A.)
University of Delaware 1990 — 1992
Assa Ulli's SEI Investments Experience October 2003 - November 2004
Job Senior Hedge Fund Accountant at Apex Fund Services
Industry Financial Services
Experience
Apex Fund Services (North America) August 2015 - Present
The Nottingham Company August 2014 - July 2015
AllianceBernstein January 2013 - July 2014
AllianceBernstein January 2012 - December 2012
AllianceBernstein August 2010 - December 2011
SEI August 2008 - August 2010
SEI November 2004 - August 2008
SEI Investments October 2003 - November 2004
SEI May 2000 - December 2003
Skills
Hedge Funds, Securities, Mutual Funds, Account Reconciliation, Valuation, Investments, Fund Accounting, Portfolio Accounting, Fund Of Funds, Financial Audits, K1 review, Corporate Actions, P&L Allocation, Bloomberg, Equities
Education
Stony Brook University 1996 — 1999
BA, Economics and Business Management Minor
Stony Brook University
Apex Fund Services (North America) August 2015 - Present
The Nottingham Company August 2014 - July 2015
AllianceBernstein January 2013 - July 2014
AllianceBernstein January 2012 - December 2012
AllianceBernstein August 2010 - December 2011
SEI August 2008 - August 2010
SEI November 2004 - August 2008
SEI Investments October 2003 - November 2004
SEI May 2000 - December 2003
Skills
Hedge Funds, Securities, Mutual Funds, Account Reconciliation, Valuation, Investments, Fund Accounting, Portfolio Accounting, Fund Of Funds, Financial Audits, K1 review, Corporate Actions, P&L Allocation, Bloomberg, Equities
Education
Stony Brook University 1996 — 1999
BA, Economics and Business Management Minor
Stony Brook University
Carol Dunkel's SEI Investments Experience 1978 - Present
Job SEI Global Wealth Platform Business Events Team Lead
Industry Financial Services
Experience
SEI June 1978 - Present
SEI Investments 1978 - Present
Skills
Portfolio Management, Business Analysis, SharePoint, Requirements Analysis, Vendor Management, Business Requirements, Project Portfolio..., Visio, PMO, Software Project..., Business Process...
Education
Temple University 1981 — 1981
some business
Conestoga High School 1975 — 1978
SEI June 1978 - Present
SEI Investments 1978 - Present
Skills
Portfolio Management, Business Analysis, SharePoint, Requirements Analysis, Vendor Management, Business Requirements, Project Portfolio..., Visio, PMO, Software Project..., Business Process...
Education
Temple University 1981 — 1981
some business
Conestoga High School 1975 — 1978
Gregory Soeder's SEI Investments Experience February 1997 - September 2010
Job Partner at Brigade Capital Management
Industry Investment Management
Experience
Brigade Capital Management September 2010 - Present
SEI Investments February 1997 - September 2010
Education
Saint Joseph's University - Erivan K. Haub School of Business 1997 — 2000
MBA, Finance
Shippensburg University of Pennsylvania 1992 — 1996
Brigade Capital Management September 2010 - Present
SEI Investments February 1997 - September 2010
Education
Saint Joseph's University - Erivan K. Haub School of Business 1997 — 2000
MBA, Finance
Shippensburg University of Pennsylvania 1992 — 1996
Pete Jakubowski's SEI Investments Experience September 1997 - Present
Job IT Release Management, Quality Assurance, Configuration Management, Database Support, Audit Support, Risk Mitigation
Industry Financial Services
Experience
SEI Investments September 1997 - Present
Berkshire Hathaway HomeServices Fox & Roach, Realtors 1996 - Present
FleetBoston Financial October 1991 - September 1997
Bank of America 1986 - 1996
Bath Iron Works March 1989 - October 1991
FleetBoston Financial October 1986 - March 1989
Cincom Systems, Inc August 1983 - November 1986
Onondaga/Madison BOCES July 1973 - December 1981
Oneida County BOCES November 1968 - June 1972
Skills
Vendor Management, Systems Analysis, Software Project..., Risk Management, Databases, Mainframe, Project Management, IBM Mainframe, Enterprise Software, Leadership, Management, Quality Assurance, Business Analysis, SDLC, Process Improvement, CRM
Education
State University of New York - System 1969 — 1972
SEI Investments September 1997 - Present
Berkshire Hathaway HomeServices Fox & Roach, Realtors 1996 - Present
FleetBoston Financial October 1991 - September 1997
Bank of America 1986 - 1996
Bath Iron Works March 1989 - October 1991
FleetBoston Financial October 1986 - March 1989
Cincom Systems, Inc August 1983 - November 1986
Onondaga/Madison BOCES July 1973 - December 1981
Oneida County BOCES November 1968 - June 1972
Skills
Vendor Management, Systems Analysis, Software Project..., Risk Management, Databases, Mainframe, Project Management, IBM Mainframe, Enterprise Software, Leadership, Management, Quality Assurance, Business Analysis, SDLC, Process Improvement, CRM
Education
State University of New York - System 1969 — 1972
Julian Gordon's SEI Investments Experience May 2005 - December 2006
Job Associate at Mercer
Industry Insurance
Experience
Mercer March 2013 - Present
Mercer January 2011 - March 2013
Mercer Health & Benefits June 2008 - December 2010
Mercer Health & Benefits June 2007 - August 2007
Philadelphia Housing Authority October 2006 - December 2006
SEI Investments May 2005 - December 2006
Pinnacle Insurance Agency December 2004 - February 2005
Skills
Employee Benefits, Financial Modeling, Financial Analysis, Microsoft Excel, Insurance, Data Analysis, PowerPoint, Strategic Planning, Valuation, Risk Management, Underwriting, Microsoft Office, Management Consulting, Analysis
Education
Temple University 2004 — 2008
BBA, Risk Management & Insurance, Employee Benefits Track
TEMPLE UNIVERSITY, Richard J. Fox School of Business & Management 2003 — 2008
Bachelor, Business Administration; Risk Management & Insurance
Mercer March 2013 - Present
Mercer January 2011 - March 2013
Mercer Health & Benefits June 2008 - December 2010
Mercer Health & Benefits June 2007 - August 2007
Philadelphia Housing Authority October 2006 - December 2006
SEI Investments May 2005 - December 2006
Pinnacle Insurance Agency December 2004 - February 2005
Skills
Employee Benefits, Financial Modeling, Financial Analysis, Microsoft Excel, Insurance, Data Analysis, PowerPoint, Strategic Planning, Valuation, Risk Management, Underwriting, Microsoft Office, Management Consulting, Analysis
Education
Temple University 2004 — 2008
BBA, Risk Management & Insurance, Employee Benefits Track
TEMPLE UNIVERSITY, Richard J. Fox School of Business & Management 2003 — 2008
Bachelor, Business Administration; Risk Management & Insurance
Nick Landis's SEI Investments Experience 2001 - 2002
Job Executive Liability MidAtlantic Regional Manager at AIG
Industry Insurance
Experience
AIG 2002 - Present
SEI Investments 2001 - 2002
Skills
Directors, Employment Practices..., Fiduciary, Commercial Insurance, Professional Liability
Education
Saint Joseph's University - Erivan K. Haub School of Business 2008 — 2010
MBA, Finance
Villanova University 1997 — 2001
BA, Finance
AIG 2002 - Present
SEI Investments 2001 - 2002
Skills
Directors, Employment Practices..., Fiduciary, Commercial Insurance, Professional Liability
Education
Saint Joseph's University - Erivan K. Haub School of Business 2008 — 2010
MBA, Finance
Villanova University 1997 — 2001
BA, Finance
Suriya Murthy's SEI Investments Experience February 2007 - Present
Job Technical Architect
Industry Information Services
Experience
SEI Investments February 2007 - Present
JPMorgan Chase August 2004 - January 2007
Arrow Electronics 2001 - 2004
Transys Techologies March 1998 - November 2001
Skills
Information Security, Software Development, SSO, Siteminder, Information Technology, SDLC, Enterprise Architecture, SOA, Agile Methodologies, Software Project..., Requirements Analysis, Java Enterprise Edition, Oracle, Solution Architecture, Data Warehousing, IT Strategy, Data Modeling, Weblogic, PL/SQL
Education
Carnegie Mellon University 2012 — 2016
MSIT, Computer and Information Systems Security/Information Assurance
IACRB (Information Assurance Certification Review Board) 2013 — 2014
CPT (Certified Penetration Tester), Information Security
EC-COUNCIL 2013 — 2013
CEH (Certified Ethical Hacker), Information Security
ISC2 2007 — 2007
Certified Information Security System Professional, Information Security
Project Management Institute 2005 — 2005
PMI Certification, Project Management
Shanmugha Arts, Science, Technology and Research Academy 1992 — 1996
BE, Electrical & Electronics
SEI Investments February 2007 - Present
JPMorgan Chase August 2004 - January 2007
Arrow Electronics 2001 - 2004
Transys Techologies March 1998 - November 2001
Skills
Information Security, Software Development, SSO, Siteminder, Information Technology, SDLC, Enterprise Architecture, SOA, Agile Methodologies, Software Project..., Requirements Analysis, Java Enterprise Edition, Oracle, Solution Architecture, Data Warehousing, IT Strategy, Data Modeling, Weblogic, PL/SQL
Education
Carnegie Mellon University 2012 — 2016
MSIT, Computer and Information Systems Security/Information Assurance
IACRB (Information Assurance Certification Review Board) 2013 — 2014
CPT (Certified Penetration Tester), Information Security
EC-COUNCIL 2013 — 2013
CEH (Certified Ethical Hacker), Information Security
ISC2 2007 — 2007
Certified Information Security System Professional, Information Security
Project Management Institute 2005 — 2005
PMI Certification, Project Management
Shanmugha Arts, Science, Technology and Research Academy 1992 — 1996
BE, Electrical & Electronics
Bridget Sekera Taylor's SEI Investments Experience 1996 - 2001
Job Vice President at Regions Bank
Industry Financial Services
Experience
Regions Bank August 2008 - Present
Investec 2002 - 2003
SEI Investments 1996 - 2001
Citibank 1988 - 1996
Citibank 1985 - 1987
Skills
Banking, Commercial Banking, Credit, Treasury Management, Mutual Funds, Asset Management, Commercial Lending, Cash Management
Education
Smith College 1979 — 1983
NCHS
Regions Bank August 2008 - Present
Investec 2002 - 2003
SEI Investments 1996 - 2001
Citibank 1988 - 1996
Citibank 1985 - 1987
Skills
Banking, Commercial Banking, Credit, Treasury Management, Mutual Funds, Asset Management, Commercial Lending, Cash Management
Education
Smith College 1979 — 1983
NCHS
Richard Seidner's SEI Investments Experience February 2001 - February 2003
Job Sales Business Development Manager at Cisco
Industry Computer Software
Experience
Cisco April 2014 - Present
Desire2Learn January 2012 - December 2013
Microsoft February 2003 - December 2011
SEI Investments February 2001 - February 2003
Oracle Corporation February 1996 - March 2001
Digital Equipment Corporation June 1977 - January 1996
Education
University of Pennsylvania - The Wharton School 1991 — 1992
Executive Development Program
Shippensburg University of Pennsylvania 1973 — 1977
Bachelor of Arts, Public Administration
Cisco April 2014 - Present
Desire2Learn January 2012 - December 2013
Microsoft February 2003 - December 2011
SEI Investments February 2001 - February 2003
Oracle Corporation February 1996 - March 2001
Digital Equipment Corporation June 1977 - January 1996
Education
University of Pennsylvania - The Wharton School 1991 — 1992
Executive Development Program
Shippensburg University of Pennsylvania 1973 — 1977
Bachelor of Arts, Public Administration
Lynn Rhoads's SEI Investments Experience July 2010 - July 2014
Job SQL/ETL Developer
Industry Information Technology and Services
Experience
RADCorp 1995 - Present
RADCorp September 2015 - Present
PJM Interconnection October 2014 - August 2015
SEI Investments July 2010 - July 2014
Project Management Institute May 2007 - June 2010
PMI 2007 - June 2010
Genesis Micro Solutions 1995 - 2010
IBC August 2006 - May 2007
Independence Blue Cross 2006 - 2007
Comcast Cable 2002 - 2006
Skills
SSIS, Microsoft SQL Server, Data Modeling, SSRS, ETL, Data Warehousing, Business Intelligence, Database Design, SDLC, Agile Methodologies, T-SQL, SQL, Software Project..., Databases, Enterprise Architecture, Visio, Scrum, Integration, ASP.NET, Software Development, Systems Analysis, Requirements Gathering, Requirements Analysis, PL/SQL, Oracle, SharePoint, SOA, Agile Project Management, VB.NET, .NET
Education
SUNY Polytechnic Institute 1986 — 1989
MS, Computer/Information Science
University of Vermont 1979 — 1983
BS, Mathematics
RADCorp 1995 - Present
RADCorp September 2015 - Present
PJM Interconnection October 2014 - August 2015
SEI Investments July 2010 - July 2014
Project Management Institute May 2007 - June 2010
PMI 2007 - June 2010
Genesis Micro Solutions 1995 - 2010
IBC August 2006 - May 2007
Independence Blue Cross 2006 - 2007
Comcast Cable 2002 - 2006
Skills
SSIS, Microsoft SQL Server, Data Modeling, SSRS, ETL, Data Warehousing, Business Intelligence, Database Design, SDLC, Agile Methodologies, T-SQL, SQL, Software Project..., Databases, Enterprise Architecture, Visio, Scrum, Integration, ASP.NET, Software Development, Systems Analysis, Requirements Gathering, Requirements Analysis, PL/SQL, Oracle, SharePoint, SOA, Agile Project Management, VB.NET, .NET
Education
SUNY Polytechnic Institute 1986 — 1989
MS, Computer/Information Science
University of Vermont 1979 — 1983
BS, Mathematics
Reynaldo Mariquit's SEI Investments Experience August 2008 - July 2011
Job Director at Societe Generale
Industry Financial Services
Experience
Societe Generale August 2013 - Present
Virtusa Corporation October 2012 - August 2013
Black Pearl Financial, Inc. May 2012 - October 2012
SEI July 2011 - May 2012
SEI Investments August 2008 - July 2011
SEI October 2006 - August 2008
Oakbrook Solutions May 2005 - October 2006
Commerzbank August 1999 - March 2005
ABN AMRO Securities, Inc July 1998 - August 1999
Deutsche Bank Securities Corp. February 1989 - July 1998
Skills
Risk Management, Financial Services, Fixed Income, Securities, Wealth Management, Investments, Analysis, Equities, Capital Markets, Back Office, Investment Banking, Mutual Funds, Business Analysis, Business Process, Finance, Derivatives, Asset Management, Hedge Funds, Trading, Middle Office, Asset Managment, Portfolio Management, Management, Management Consulting, Bonds, Banking, Relationship Management, Cash Management, Corporate Actions, Options, Operational Risk, AML, Alternative Investments, Leadership
Education
St. Peter's College 1977 — 1982
Bachelor of Science (B.S.), Business Management
Societe Generale August 2013 - Present
Virtusa Corporation October 2012 - August 2013
Black Pearl Financial, Inc. May 2012 - October 2012
SEI July 2011 - May 2012
SEI Investments August 2008 - July 2011
SEI October 2006 - August 2008
Oakbrook Solutions May 2005 - October 2006
Commerzbank August 1999 - March 2005
ABN AMRO Securities, Inc July 1998 - August 1999
Deutsche Bank Securities Corp. February 1989 - July 1998
Skills
Risk Management, Financial Services, Fixed Income, Securities, Wealth Management, Investments, Analysis, Equities, Capital Markets, Back Office, Investment Banking, Mutual Funds, Business Analysis, Business Process, Finance, Derivatives, Asset Management, Hedge Funds, Trading, Middle Office, Asset Managment, Portfolio Management, Management, Management Consulting, Bonds, Banking, Relationship Management, Cash Management, Corporate Actions, Options, Operational Risk, AML, Alternative Investments, Leadership
Education
St. Peter's College 1977 — 1982
Bachelor of Science (B.S.), Business Management
Michael Bressanelli's SEI Investments Experience December 1999 - January 2003
Job Regional Vice President, Financial Services Group, Oracle
Industry Information Technology and Services
Experience
Oracle 2011 - Present
Open Solutions, now a Fiserv Company March 2010 - January 2011
Open Solutions, now a FiServ Company March 2009 - March 2010
Metavante (formerly M&I Corporation) December 2004 - March 2009
Strong Funds January 2003 - December 2004
SEI Investments December 1999 - January 2003
M&I Trust Company (a division of M&I Corporation) January 1997 - December 1999
M&I Trust Company (a division of M&I Corporation) January 1993 - January 1997
Skills
Financial Services, Mergers, P&L Management, Sales Management, Contract Negotiation, Operations Management, Executive Management, Business Development, Process Improvement, Strategic Alliances, New Business Development, Banking, Management, Training, Mergers & Acquisitions, Change Management, Leadership, Sales Process, Sales, Outsourcing
Education
St. Norbert College 1988 — 1992
Business, Finance
Oracle 2011 - Present
Open Solutions, now a Fiserv Company March 2010 - January 2011
Open Solutions, now a FiServ Company March 2009 - March 2010
Metavante (formerly M&I Corporation) December 2004 - March 2009
Strong Funds January 2003 - December 2004
SEI Investments December 1999 - January 2003
M&I Trust Company (a division of M&I Corporation) January 1997 - December 1999
M&I Trust Company (a division of M&I Corporation) January 1993 - January 1997
Skills
Financial Services, Mergers, P&L Management, Sales Management, Contract Negotiation, Operations Management, Executive Management, Business Development, Process Improvement, Strategic Alliances, New Business Development, Banking, Management, Training, Mergers & Acquisitions, Change Management, Leadership, Sales Process, Sales, Outsourcing
Education
St. Norbert College 1988 — 1992
Business, Finance
Jonathan C. Caffey, CIPM's SEI Investments Experience 1993 - 1995
Job Vice President, Finance & Operations
Industry Investment Management
Experience
Chartwell Investment Partners September 1998 - Present
J.P. Morgan 1995 - 1998
SEI Investments 1993 - 1995
Education
Temple University - Fox School of Business and Management
Bachelor of Business Administration (BBA), Finance & Real Estate
Chartwell Investment Partners September 1998 - Present
J.P. Morgan 1995 - 1998
SEI Investments 1993 - 1995
Education
Temple University - Fox School of Business and Management
Bachelor of Business Administration (BBA), Finance & Real Estate
Jennifer (Said) Evans's SEI Investments Experience August 2001 - October 2003
Job Senior Director Global Merchandising
Industry Retail
Experience
Coach September 2014 - Present
Coach October 2012 - Present
Calvin Klein April 2010 - October 2012
Martin + Osa April 2008 - March 2010
Steve & Barry's April 2005 - March 2008
Hirtle, Callaghan & Co. October 2003 - January 2005
SEI Investments August 2001 - October 2003
Skills
Sweaters
Education
Syracuse University 1996 — 2000
BS, Finance
Coach September 2014 - Present
Coach October 2012 - Present
Calvin Klein April 2010 - October 2012
Martin + Osa April 2008 - March 2010
Steve & Barry's April 2005 - March 2008
Hirtle, Callaghan & Co. October 2003 - January 2005
SEI Investments August 2001 - October 2003
Skills
Sweaters
Education
Syracuse University 1996 — 2000
BS, Finance
Paul Deen's SEI Investments Experience October 1985 - Present
Job Senior Developer at SEI Investments
Industry Financial Services
Experience
SEI Investments October 1985 - Present
Skills
SDLC, Vendor Management, Business Intelligence, Software Project..., Business Analysis, Requirements Analysis, DB2, Agile Methodologies
Education
University of Pennsylvania 1979 — 1981
MBA, Decision Sciences
SUNY Stony Brook 1975 — 1978
Bachelor of Science (BS), Engineering
SEI Investments October 1985 - Present
Skills
SDLC, Vendor Management, Business Intelligence, Software Project..., Business Analysis, Requirements Analysis, DB2, Agile Methodologies
Education
University of Pennsylvania 1979 — 1981
MBA, Decision Sciences
SUNY Stony Brook 1975 — 1978
Bachelor of Science (BS), Engineering
Gino Guarnere's SEI Investments Experience January 2000 - April 2002
Job Senior Communications Manager at Comcast Cable
Industry Internet
Experience
Comcast Cable June 2012 - Present
Comcast Cable August 2010 - June 2012
Comcast May 2008 - August 2010
Synthes August 2007 - April 2008
GMAC ResCap April 2005 - August 2007
GMAC ResCap April 2004 - April 2005
Ajilon Consulting 2003 - 2004
Bank One 2003 - 2004
SEI Investments January 2000 - April 2002
Skills
Vendor Management, Web Analytics, Enterprise Software, Website Development, Strategy, SEO, Program Management, Leadership, Management, SDLC, Software Documentation, User Experience, Project Management, Digital Media, Cross-functional Team..., IT Strategy, Agile Methodologies, Process Improvement, Integration, Marketing, Telecommunications, Email Marketing, Product Management, CRM
Education
Temple University 1996 — 1998
Graduate Studies for the Master in Education
West Chester University of Pennsylvania 1988 — 1992
BS, Education
Universität Salzburg 1988 — 1988
Certificate, Music
Comcast Cable June 2012 - Present
Comcast Cable August 2010 - June 2012
Comcast May 2008 - August 2010
Synthes August 2007 - April 2008
GMAC ResCap April 2005 - August 2007
GMAC ResCap April 2004 - April 2005
Ajilon Consulting 2003 - 2004
Bank One 2003 - 2004
SEI Investments January 2000 - April 2002
Skills
Vendor Management, Web Analytics, Enterprise Software, Website Development, Strategy, SEO, Program Management, Leadership, Management, SDLC, Software Documentation, User Experience, Project Management, Digital Media, Cross-functional Team..., IT Strategy, Agile Methodologies, Process Improvement, Integration, Marketing, Telecommunications, Email Marketing, Product Management, CRM
Education
Temple University 1996 — 1998
Graduate Studies for the Master in Education
West Chester University of Pennsylvania 1988 — 1992
BS, Education
Universität Salzburg 1988 — 1988
Certificate, Music
Phil Bonelli's SEI Investments Experience 1997 - 2004
Job Financial Advisor at myCIO Wealth Partners
Industry Investment Management
Experience
myCIO Wealth Partners August 2007 - Present
PricewaterhouseCoopers March 2005 - August 2007
SEI Investments 1997 - 2004
Skills
Investments, Alternative Investments, Strategic Financial..., Wealth Management, Hedge Funds, Equities, Asset Allocation, Fixed Income, Investment Strategies, Mutual Funds, Portfolio Management
Education
Villanova University 1993 — 1997
BS, Accounting
Saint Joseph's University - Erivan K. Haub School of Business 2001 — 2003
MBA, Finance
myCIO Wealth Partners August 2007 - Present
PricewaterhouseCoopers March 2005 - August 2007
SEI Investments 1997 - 2004
Skills
Investments, Alternative Investments, Strategic Financial..., Wealth Management, Hedge Funds, Equities, Asset Allocation, Fixed Income, Investment Strategies, Mutual Funds, Portfolio Management
Education
Villanova University 1993 — 1997
BS, Accounting
Saint Joseph's University - Erivan K. Haub School of Business 2001 — 2003
MBA, Finance
Connie Reilly's SEI Investments Experience 1998 - Present
Job Facilities & Corporate Travel Manager at SEI Investments
Industry Leisure, Travel & Tourism
Experience
SEI Investments 1998 - Present
Travel One June 1991 - March 1998
Skills
Vendor Management, Management, Negotiation, Program Management, Budgets, Strategic Planning, Travel Management, Purchasing, Account Management, Hospitality, Customer Service, Contract Negotiation, Hotels, Sales
Education
Temple University - Fox School of Business and Management 1989 — 1991
University of Houston
SEI Investments 1998 - Present
Travel One June 1991 - March 1998
Skills
Vendor Management, Management, Negotiation, Program Management, Budgets, Strategic Planning, Travel Management, Purchasing, Account Management, Hospitality, Customer Service, Contract Negotiation, Hotels, Sales
Education
Temple University - Fox School of Business and Management 1989 — 1991
University of Houston
Jean Nerino-Leigh's SEI Investments Experience 2001 - 2010
Job Client Service Professional at SEI
Industry Financial Services
Experience
SEI 2010 - Present
SEI 2001 - 2010
SEI Investments 2001 - 2010
SEI March 1997 - July 2001
CoreStates Bank October 1995 - March 1997
Skills
Relationship Management, Financial Services, Mutual Funds, Securities, Requirements Gathering, Wealth Management, Vendor Management, Executive Management, Banking, Portfolio Management, Hedge Funds, Fixed Income, Alternative Investments, Investments, Asset Allocation, Asset Management
Education
Temple University 1977 — 1981
SEI 2010 - Present
SEI 2001 - 2010
SEI Investments 2001 - 2010
SEI March 1997 - July 2001
CoreStates Bank October 1995 - March 1997
Skills
Relationship Management, Financial Services, Mutual Funds, Securities, Requirements Gathering, Wealth Management, Vendor Management, Executive Management, Banking, Portfolio Management, Hedge Funds, Fixed Income, Alternative Investments, Investments, Asset Allocation, Asset Management
Education
Temple University 1977 — 1981
Edward Haslam's SEI Investments Experience January 2004 - October 2008
Job Product Manager / Senior Business Analyst at IntegriDATA Business & Technology Solutions, LLC
Industry Financial Services
Experience
IntegriDATA Business & Technology Solutions, LLC October 2008 - Present
SEI Investments January 2004 - October 2008
SEI Investments July 2000 - January 2004
SEI Investments January 1999 - July 2000
SEI Investments June 1993 - December 1998
Skills
Accounting, Mutual Funds, Hedge Funds, Account Reconciliation, Fixed Income, Securities, Investments, Business Analysis, Business Requirements, Project Management, Fund Accounting, Derivatives, Financial Services, Asset Management, Business Process, SDLC, Analysis
Education
Temple University 1994 — 1998
Bachelor of Science in Business Administration, Majored in Accounting
Temple University - Fox School of Business and Management 1994 — 1998
Bachelor of Science in Business Administration, Majored in Accounting
IntegriDATA Business & Technology Solutions, LLC October 2008 - Present
SEI Investments January 2004 - October 2008
SEI Investments July 2000 - January 2004
SEI Investments January 1999 - July 2000
SEI Investments June 1993 - December 1998
Skills
Accounting, Mutual Funds, Hedge Funds, Account Reconciliation, Fixed Income, Securities, Investments, Business Analysis, Business Requirements, Project Management, Fund Accounting, Derivatives, Financial Services, Asset Management, Business Process, SDLC, Analysis
Education
Temple University 1994 — 1998
Bachelor of Science in Business Administration, Majored in Accounting
Temple University - Fox School of Business and Management 1994 — 1998
Bachelor of Science in Business Administration, Majored in Accounting
Lawrence Bonczar's SEI Investments Experience February 2007 - February 2009
Job Systems Engineer at Bluestone Logic
Industry Hospital & Health Care
Experience
BluestoneLogic March 2015 - Present
University of Virginia August 2011 - May 2014
UVA Health System June 2012 - March 2013
Care Services, Inc. September 2009 - August 2011
SEI Investments February 2007 - February 2009
Skills
Data Analysis, Analysis, Statistics, PowerPoint, Microsoft Excel, Project Management, Business Analysis, Strategic Planning, Process Improvement, Change Management, Research, R, Bloomberg, Matlab, Simulations, Arena Simulation...
Education
University of Virginia 2011 — 2014
MS, Systems Engineering
Temple University 2002 — 2006
BA, Mathematics
Wyoming Seminary College Preparatory School 1998 — 2002
BluestoneLogic March 2015 - Present
University of Virginia August 2011 - May 2014
UVA Health System June 2012 - March 2013
Care Services, Inc. September 2009 - August 2011
SEI Investments February 2007 - February 2009
Skills
Data Analysis, Analysis, Statistics, PowerPoint, Microsoft Excel, Project Management, Business Analysis, Strategic Planning, Process Improvement, Change Management, Research, R, Bloomberg, Matlab, Simulations, Arena Simulation...
Education
University of Virginia 2011 — 2014
MS, Systems Engineering
Temple University 2002 — 2006
BA, Mathematics
Wyoming Seminary College Preparatory School 1998 — 2002
Andy Decker, CAMS's SEI Investments Experience 2005 - Present
Job Compliance Officer at SEI
Industry Financial Services
Experience
SEI August 2005 - Present
SEI Investments 2005 - Present
US Navy August 1981 - September 2006
Old Mutual Asset Management November 2000 - August 2005
Education
Temple University
BBA, Finance
SEI August 2005 - Present
SEI Investments 2005 - Present
US Navy August 1981 - September 2006
Old Mutual Asset Management November 2000 - August 2005
Education
Temple University
BBA, Finance
Richard Porteous's SEI Investments Experience September 2009 - October 2010
Job Vice President at Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch June 2013 - Present
UBS Investment Bank 2010 - June 2013
SEI Investments September 2009 - October 2010
KCM Asset Management May 2008 - December 2009
Skills
Equities, Bloomberg, Financial Services, Fixed Income, Hedge Funds, Trading, Valuation
Education
Stetson University 2004 — 2008
Bank of America Merrill Lynch June 2013 - Present
UBS Investment Bank 2010 - June 2013
SEI Investments September 2009 - October 2010
KCM Asset Management May 2008 - December 2009
Skills
Equities, Bloomberg, Financial Services, Fixed Income, Hedge Funds, Trading, Valuation
Education
Stetson University 2004 — 2008
Gerald Augustin's SEI Investments Experience April 2007 - June 2007
Job Contract Manager at NYC Department of Education
Industry Financial Services
Experience
NYC Department of Education April 2015 - Present
FX Networks - FX, FXM and FXX August 2013 - Present
Fox Cable Networks September 2010 - July 2013
University of Pennsylvania July 2007 - October 2010
SEI Investments April 2007 - June 2007
Skills
Accounts Receivable, Budgets, Finance, Financial Analysis, Accounting, Project Planning, Forecasting, Account Reconciliation, Internal Audit, Investments, Event Planning, Financial Statements
Education
Temple University
Bachelor of Business Administration
University of Hartford
Associates Degree
NYC Department of Education April 2015 - Present
FX Networks - FX, FXM and FXX August 2013 - Present
Fox Cable Networks September 2010 - July 2013
University of Pennsylvania July 2007 - October 2010
SEI Investments April 2007 - June 2007
Skills
Accounts Receivable, Budgets, Finance, Financial Analysis, Accounting, Project Planning, Forecasting, Account Reconciliation, Internal Audit, Investments, Event Planning, Financial Statements
Education
Temple University
Bachelor of Business Administration
University of Hartford
Associates Degree
Eric Meehan's SEI Investments Experience January 2006 - Present
Job Institutional Marketing Manager
Industry Financial Services
Experience
SEI Investments January 2006 - Present
SEI Investments January 2004 - January 2006
Education
Shippensburg University of Pennsylvania 1997 — 2001
BS, Finance
SEI Investments January 2006 - Present
SEI Investments January 2004 - January 2006
Education
Shippensburg University of Pennsylvania 1997 — 2001
BS, Finance
Dave Liebrock's SEI Investments Experience 1978 - 1991
Job VP at CapTrust Financial Advisors
Industry Financial Services
Experience
CAPTRUST January 2007 - Present
Fidelity Investments April 1991 - January 2008
SEI November 1978 - April 1991
SEI Investments 1978 - 1991
Education
Susquehanna University 1973 — 1978
BS, Finance, Economics
CAPTRUST January 2007 - Present
Fidelity Investments April 1991 - January 2008
SEI November 1978 - April 1991
SEI Investments 1978 - 1991
Education
Susquehanna University 1973 — 1978
BS, Finance, Economics
Judy Tschirgi's SEI Investments Experience September 2001 - February 2008
Job Retired Financial Services Executive, Current NonProfit Board Leader
Industry Nonprofit Organization Management
Experience
SEI Investments September 2001 - February 2008
SEI Investments May 1995 - September 2001
AT&T Bell Laboratories 1988 - 1995
AT&T Bell Laboratories 1983 - 1988
AT&T Bell Laboratories 1979 - 1983
Education
University of California, San Diego 1975 — 1979
Doctor of Philosophy (Ph.D.), Experimental Psychology
Stanford University 1971 — 1975
Bachelor's Degree, Psychology and Human Biology
SEI Investments September 2001 - February 2008
SEI Investments May 1995 - September 2001
AT&T Bell Laboratories 1988 - 1995
AT&T Bell Laboratories 1983 - 1988
AT&T Bell Laboratories 1979 - 1983
Education
University of California, San Diego 1975 — 1979
Doctor of Philosophy (Ph.D.), Experimental Psychology
Stanford University 1971 — 1975
Bachelor's Degree, Psychology and Human Biology
Renee Thomson-Egan's SEI Investments Experience August 2003 - November 2004
Job Experienced Financial Services Professional
Industry Financial Services
Experience
Nuveen Investments May 2006 - January 2010
GCom2 Solutions November 2004 - May 2006
SEI Investments August 2003 - November 2004
SEI Investments June 1999 - August 2003
Skills
Mutual Funds, Account Reconciliation, CRM, Training
Education
West Chester University of Pennsylvania 2003 — 2005
MBA, Economics/Finance
Shippensburg University of Pennsylvania 1996 — 2000
BSBA, Economics
Nuveen Investments May 2006 - January 2010
GCom2 Solutions November 2004 - May 2006
SEI Investments August 2003 - November 2004
SEI Investments June 1999 - August 2003
Skills
Mutual Funds, Account Reconciliation, CRM, Training
Education
West Chester University of Pennsylvania 2003 — 2005
MBA, Economics/Finance
Shippensburg University of Pennsylvania 1996 — 2000
BSBA, Economics
vin ha's SEI Investments Experience December 2003 - May 2005
Job Eagle Platform Management Senior Analyst
Industry Financial Services
Experience
BNY Mellon September 2012 - Present
BNY Mellon June 2006 - September 2012
PNC GIS May 2005 - June 2006
SEI Investments December 2003 - May 2005
Exelon's Corporation February 2003 - November 2003
Skills
Account Reconciliation, General Ledger, Variance Analysis
Education
Temple University - Fox School of Business and Management 1997 — 2002
bba, accounting
Fox School of Business & Management
Bachelor, Business Administration; Accounting
Temple University
BNY Mellon September 2012 - Present
BNY Mellon June 2006 - September 2012
PNC GIS May 2005 - June 2006
SEI Investments December 2003 - May 2005
Exelon's Corporation February 2003 - November 2003
Skills
Account Reconciliation, General Ledger, Variance Analysis
Education
Temple University - Fox School of Business and Management 1997 — 2002
bba, accounting
Fox School of Business & Management
Bachelor, Business Administration; Accounting
Temple University
Luciann Givonetti's SEI Investments Experience 2000 - 2009
Job Estates Paralegal
Industry Legal Services
Experience
MacElree Harvey, Ltd. November 2012 - Present
Creative Financial Group 2009 - May 2012
SEI Investments 2000 - 2009
CIGNA Retirement & Investment Services 1996 - 2000
Dreyfus November 1990 - November 1996
MetLife November 1988 - November 1990
Skills
Paralegal Studies, 401k, Asset Allocation, Client Services, Presentation Development, Group Presentations, Financial Services, Retirement Solutions, Relationship Management, Investments, Estate Administration
Education
Villanova University 2012 — 2012
Paralegal Certificate
State University of New York College at Geneseo 1984 — 1988
BA
MacElree Harvey, Ltd. November 2012 - Present
Creative Financial Group 2009 - May 2012
SEI Investments 2000 - 2009
CIGNA Retirement & Investment Services 1996 - 2000
Dreyfus November 1990 - November 1996
MetLife November 1988 - November 1990
Skills
Paralegal Studies, 401k, Asset Allocation, Client Services, Presentation Development, Group Presentations, Financial Services, Retirement Solutions, Relationship Management, Investments, Estate Administration
Education
Villanova University 2012 — 2012
Paralegal Certificate
State University of New York College at Geneseo 1984 — 1988
BA
Tish Leahy's SEI Investments Experience November 2004 - June 2010
Job Global Technology ServicesMFD Specialist at SEI
Industry Financial Services
Experience
SEI June 2010 - Present
SEI Investments November 2004 - June 2010
PNC Advisors 1998 - 2004
Enterprise Rent-A-Car 1996 - 1998
Skills
Mutual Funds, Portfolio Management, Investments, Financial Services, Alternative Investments, Wealth Management, Securities, Bloomberg, Equities, Fixed Income, Securities Lending, Banking, Corporate Actions, Asset Managment, Hedge Funds, Relationship Management, Asset Management
Education
Shippensburg University of Pennsylvania 1992 — 1996
BS, Geoenvironmental Science, Government
SEI June 2010 - Present
SEI Investments November 2004 - June 2010
PNC Advisors 1998 - 2004
Enterprise Rent-A-Car 1996 - 1998
Skills
Mutual Funds, Portfolio Management, Investments, Financial Services, Alternative Investments, Wealth Management, Securities, Bloomberg, Equities, Fixed Income, Securities Lending, Banking, Corporate Actions, Asset Managment, Hedge Funds, Relationship Management, Asset Management
Education
Shippensburg University of Pennsylvania 1992 — 1996
BS, Geoenvironmental Science, Government
Chris Vinson's SEI Investments Experience May 2008 - August 2008
Job Analyst at Cadent Energy Partners
Industry Venture Capital & Private Equity
Experience
Cadent Energy Partners November 2014 - Present
Ernst & Young October 2013 - October 2014
Ernst & Young May 2010 - October 2013
Tesoro May 2009 - April 2010
SEI Investments May 2008 - August 2008
Skills
Internal Controls, Auditing, Financial Analysis, Financial Reporting, Financial Accounting, Accounting, US GAAP, Microsoft Excel, Sarbanes-Oxley Act, Analysis
Education
University of Notre Dame 2010 — 2011
Master of Science in Accountancy, Accounting and Finance
St. Mary's University 2007 — 2009
Accounting, Accounting, Finance
Cadent Energy Partners November 2014 - Present
Ernst & Young October 2013 - October 2014
Ernst & Young May 2010 - October 2013
Tesoro May 2009 - April 2010
SEI Investments May 2008 - August 2008
Skills
Internal Controls, Auditing, Financial Analysis, Financial Reporting, Financial Accounting, Accounting, US GAAP, Microsoft Excel, Sarbanes-Oxley Act, Analysis
Education
University of Notre Dame 2010 — 2011
Master of Science in Accountancy, Accounting and Finance
St. Mary's University 2007 — 2009
Accounting, Accounting, Finance
Marian Honniball's SEI Investments Experience November 2004 - June 2007
Job Office Administrator at True Compass, LLC
Industry Financial Services
Experience
True Compass, LLC July 2010 - Present
Autodesk February 2009 - October 2011
Autotdesk August 2008 - February 2009
Maverick Capital June 2007 - November 2007
SEI Investments November 2004 - June 2007
Knigth Equity Markets September 2002 - March 2004
Robertson Stephens September 2000 - May 2002
Bridge Trading December 1988 - September 2000
Education
San Francisco State University 1974 — 1977
Bachelors, Psychology
True Compass, LLC July 2010 - Present
Autodesk February 2009 - October 2011
Autotdesk August 2008 - February 2009
Maverick Capital June 2007 - November 2007
SEI Investments November 2004 - June 2007
Knigth Equity Markets September 2002 - March 2004
Robertson Stephens September 2000 - May 2002
Bridge Trading December 1988 - September 2000
Education
San Francisco State University 1974 — 1977
Bachelors, Psychology
Rujuta Dani's SEI Investments Experience November 2004 - December 2006
Job Sr QA Analyst Consultant at Andesa Services, Inc.
Industry Information Technology and Services
Experience
Andesa Services, Inc. February 2009 - Present
Lehman Brothers January 2007 - November 2008
SEI Investments November 2004 - December 2006
Education
Stevens Institute of Technology 2001 — 2004
Masters, Computer Engineering
Andesa Services, Inc. February 2009 - Present
Lehman Brothers January 2007 - November 2008
SEI Investments November 2004 - December 2006
Education
Stevens Institute of Technology 2001 — 2004
Masters, Computer Engineering
Deb Horwatt's SEI Investments Experience 2007 - 2009
Job Financial Services Compliance Professional
Industry Financial Services
Experience
for an Independent Financial Advisor October 2009 - Present
SEI Investments 2007 - 2009
SEI Investments 2004 - 2007
SEI Investments 2000 - 2004
Skills
Mutual Funds, Investments
Education
Temple University
BS, Engineering
for an Independent Financial Advisor October 2009 - Present
SEI Investments 2007 - 2009
SEI Investments 2004 - 2007
SEI Investments 2000 - 2004
Skills
Mutual Funds, Investments
Education
Temple University
BS, Engineering
Bob Clelland's SEI Investments Experience 1981 - 1988
Job Chairman at Pendleton Cottages Project
Industry Investment Management
Experience
Clelland & Company, Inc. 1992 - Present
Investment Management Consultants Association 1989 - Present
R.B. Clelland & Company, Inc. 1989 - 1992
SEI Wealth Management Company 1988 - 1989
SEI Investments 1981 - 1988
IBM 1969 - 1981
Skills
Wealth Management, Investment Advisory, Asset Management, Management, Mutual Funds, Investment Management, Alternative Investments, Due Diligence, Financial Advisory, Financial Modeling, Hedge Funds, Leadership
Education
IMCA 1992 — 1992
CIMA® Designee, Investment Consulting
San Francisco State University 1966 — 1969
BA, International Business Management
Clelland & Company, Inc. 1992 - Present
Investment Management Consultants Association 1989 - Present
R.B. Clelland & Company, Inc. 1989 - 1992
SEI Wealth Management Company 1988 - 1989
SEI Investments 1981 - 1988
IBM 1969 - 1981
Skills
Wealth Management, Investment Advisory, Asset Management, Management, Mutual Funds, Investment Management, Alternative Investments, Due Diligence, Financial Advisory, Financial Modeling, Hedge Funds, Leadership
Education
IMCA 1992 — 1992
CIMA® Designee, Investment Consulting
San Francisco State University 1966 — 1969
BA, International Business Management
M. Jacob Makoyo's SEI Investments Experience 2002 - 2005
Job Manager of Client Relations at AXA Advisors LLC
Industry Financial Services
Experience
AXA Advisors 2005 - Present
SEI Investments 2002 - 2005
Ameriprise Financial Services, Inc. (Formerly H&R Block Fin. Adv.) 1998 - 2001
Skills
Relationship Management, Wealth Management, Retirement Planning, Sales Management, Investments, Customer Relations, Series 7, Life Insurance, Series 65, Series 63, Health Insurance, Variable Annuities, Fixed Annuities
Education
Temple University - Fox School of Business and Management 2002 — 2003
MBA, concentration Accounting
Eastern Mennonite University
Bachelor of Science (B.S.), Business Administration
Rift Valley Academy
High School Diploma
AXA Advisors 2005 - Present
SEI Investments 2002 - 2005
Ameriprise Financial Services, Inc. (Formerly H&R Block Fin. Adv.) 1998 - 2001
Skills
Relationship Management, Wealth Management, Retirement Planning, Sales Management, Investments, Customer Relations, Series 7, Life Insurance, Series 65, Series 63, Health Insurance, Variable Annuities, Fixed Annuities
Education
Temple University - Fox School of Business and Management 2002 — 2003
MBA, concentration Accounting
Eastern Mennonite University
Bachelor of Science (B.S.), Business Administration
Rift Valley Academy
High School Diploma
Ingrid Skipwith's SEI Investments Experience
Job Manager at SEI Investments
Industry Financial Services
Experience
SEI Investments
Skills
Bloomberg, Equities, Financial Services, Fund Accounting, Financial Analysis, Securities, Microsoft Excel
Education
Temple University
SEI Investments
Skills
Bloomberg, Equities, Financial Services, Fund Accounting, Financial Analysis, Securities, Microsoft Excel
Education
Temple University
Adam Exas's SEI Investments Experience August 2008 - June 2009
Job President of Move Buddies, LLC
Industry Logistics and Supply Chain
Experience
Move Buddies March 2015 - Present
Soap On A Rope, LLC. May 2013 - May 2015
Gray-Cor, Inc 2010 - May 2014
The Householder Group 2010 - 2011
Edward Jones June 2009 - February 2010
SEI Investments August 2008 - June 2009
Morgan Stanley August 2005 - March 2007
Skills
Finance, Investments, Strategic Financial..., Management, Public Speaking, Accounting, Time Management, Financial Services, Facilities Management, Financial Analysis, Customer Service, Strategic Planning, Sales, Team Building, Budgets, New Business Development, Account Management, Leadership, Microsoft Office, Microsoft Excel, Marketing, Cold Calling, Operations Management, Process Improvement, Business Planning, Risk Management, Forecasting
Education
South University 2010 — 2011
MBA, Business Administration and Management, General
West Chester University of Pennsylvania 2004 — 2008
B.A., Finance
Governor Mifflin High School
Move Buddies March 2015 - Present
Soap On A Rope, LLC. May 2013 - May 2015
Gray-Cor, Inc 2010 - May 2014
The Householder Group 2010 - 2011
Edward Jones June 2009 - February 2010
SEI Investments August 2008 - June 2009
Morgan Stanley August 2005 - March 2007
Skills
Finance, Investments, Strategic Financial..., Management, Public Speaking, Accounting, Time Management, Financial Services, Facilities Management, Financial Analysis, Customer Service, Strategic Planning, Sales, Team Building, Budgets, New Business Development, Account Management, Leadership, Microsoft Office, Microsoft Excel, Marketing, Cold Calling, Operations Management, Process Improvement, Business Planning, Risk Management, Forecasting
Education
South University 2010 — 2011
MBA, Business Administration and Management, General
West Chester University of Pennsylvania 2004 — 2008
B.A., Finance
Governor Mifflin High School
Antoine McIntosh, CFA's SEI Investments Experience July 2010 - October 2012
Job Equity Research Analyst at Sterling Capital Management LLC
Industry Financial Services
Experience
Sterling Capital Management LLC March 2014 - Present
SEI October 2012 - March 2014
SEI Investments July 2010 - October 2012
Skills
Mutual Funds, Investments, Portfolio Management, Equities, Bloomberg Terminal, Corporate Actions, Advent, Accruals, Leadership, Financial Markets, Microsoft Office, Pivot Tables, Vlookup, Microsoft Excel, Morningstar Direct, Factset, Datastream, Performance Attribution, Fundamental Analysis
Education
Susquehanna University 2006 — 2010
Bachelor of Science, Economics
Sterling Capital Management LLC March 2014 - Present
SEI October 2012 - March 2014
SEI Investments July 2010 - October 2012
Skills
Mutual Funds, Investments, Portfolio Management, Equities, Bloomberg Terminal, Corporate Actions, Advent, Accruals, Leadership, Financial Markets, Microsoft Office, Pivot Tables, Vlookup, Microsoft Excel, Morningstar Direct, Factset, Datastream, Performance Attribution, Fundamental Analysis
Education
Susquehanna University 2006 — 2010
Bachelor of Science, Economics
Han Qu's SEI Investments Experience 1994 - Present
Job Financial Analyst at SEI Investments
Industry Financial Services
Experience
SEI Investments 1994 - Present
Education
University of Illinois at Urbana-Champaign 1992 — 1994
Master of Science (MS), Finance, General
University of Illinois at Urbana-Champaign 1990 — 1992
Master of Science (M.S.), Statistics
Shanghai Jiao Tong University 1985 — 1987
M.S., Computer Science
SEI Investments 1994 - Present
Education
University of Illinois at Urbana-Champaign 1992 — 1994
Master of Science (MS), Finance, General
University of Illinois at Urbana-Champaign 1990 — 1992
Master of Science (M.S.), Statistics
Shanghai Jiao Tong University 1985 — 1987
M.S., Computer Science
Rita Bekas's SEI Investments Experience February 2005 - Present
Job SMA Portfolio Accounting Manager at SEI Investments
Industry Financial Services
Experience
SEI Investments February 2005 - Present
Legg Mason 2000 - 2004
Education
Temple University
Finance
SEI Investments February 2005 - Present
Legg Mason 2000 - 2004
Education
Temple University
Finance
Abhijith Prabhudev's SEI Investments Experience May 2007 - April 2011
Job QA Manager at VMware
Industry Information Technology and Services
Experience
VMware July 2014 - Present
VMware June 2013 - Present
VMware April 2011 - Present
Tata Consultancy Services May 2007 - April 2011
SEI Investments May 2007 - April 2011
Skills
Java Enterprise Edition, Oracle, Spring, PL/SQL, JSP, Java, Web Services, Weblogic, Unix, Servlets, Tomcat, JMS
Education
Santa Clara University - Leavey School of Business 2012 — 2015
Master of Business Administration (MBA)
Bapuji Institute of Engineering and Technology
DRM Science College
Taralabalu
VMware July 2014 - Present
VMware June 2013 - Present
VMware April 2011 - Present
Tata Consultancy Services May 2007 - April 2011
SEI Investments May 2007 - April 2011
Skills
Java Enterprise Edition, Oracle, Spring, PL/SQL, JSP, Java, Web Services, Weblogic, Unix, Servlets, Tomcat, JMS
Education
Santa Clara University - Leavey School of Business 2012 — 2015
Master of Business Administration (MBA)
Bapuji Institute of Engineering and Technology
DRM Science College
Taralabalu
Miles Haw's SEI Investments Experience 1995 - 1997
Job Senior Business Systems Anlayst at Stanley Black & Decker, Inc.
Industry Consumer Goods
Experience
Stanley Black & Decker, Inc. January 2012 - Present
Johns Hopkins Health System January 2007 - January 2012
Johns Hopkins Health System 2004 - 2006
Johns Hopkins Health Systems 2001 - 2004
Genesis Health Ventures – NeighborCare 1999 - 2000
BT Alex Brown 1998 - 1999
The Vanguard Group, Inc. 1997 - 1998
SEI Investments 1995 - 1997
ATX Telecommunications Services 1993 - 1995
Skills
SAP, Financial Accounting, SAP Implementation, Finance, Business Process..., Business Analysis
Education
The Johns Hopkins University 1999 — 2003
MBA, General
Salisbury University - Perdue School of Business 1987 — 1991
BS, Accounting and Finance
Stanley Black & Decker, Inc. January 2012 - Present
Johns Hopkins Health System January 2007 - January 2012
Johns Hopkins Health System 2004 - 2006
Johns Hopkins Health Systems 2001 - 2004
Genesis Health Ventures – NeighborCare 1999 - 2000
BT Alex Brown 1998 - 1999
The Vanguard Group, Inc. 1997 - 1998
SEI Investments 1995 - 1997
ATX Telecommunications Services 1993 - 1995
Skills
SAP, Financial Accounting, SAP Implementation, Finance, Business Process..., Business Analysis
Education
The Johns Hopkins University 1999 — 2003
MBA, General
Salisbury University - Perdue School of Business 1987 — 1991
BS, Accounting and Finance
Megan Nogalski's SEI Investments Experience September 2010 - November 2012
Job Relationship Manager, Private Banks at SEI
Industry Financial Services
Experience
SEI August 2012 - Present
SEI Investments September 2010 - November 2012
SEI Investments September 2009 - January 2011
Cache January 2006 - May 2009
Skills
Asset Allocation, Private Banking, Mutual Funds, Investments, Financial Services, Securities, Equities, Asset Management, Portfolio Management, Alternative Investments, Series 7, Finance, Financial Analysis, Relationship Management, Strategic Financial..., Investment Management, Wealth Management, Banking, Hedge Funds, Bloomberg, Fixed Income
Education
Stetson University
BBA, Finance, Accounting
SEI August 2012 - Present
SEI Investments September 2010 - November 2012
SEI Investments September 2009 - January 2011
Cache January 2006 - May 2009
Skills
Asset Allocation, Private Banking, Mutual Funds, Investments, Financial Services, Securities, Equities, Asset Management, Portfolio Management, Alternative Investments, Series 7, Finance, Financial Analysis, Relationship Management, Strategic Financial..., Investment Management, Wealth Management, Banking, Hedge Funds, Bloomberg, Fixed Income
Education
Stetson University
BBA, Finance, Accounting
Andy Gingrich's SEI Investments Experience August 2005 - December 2008
Job Vice President at Gingrich Memorials
Industry Consumer Goods
Experience
Gingrich Memorials January 2009 - Present
SEI Investments August 2005 - December 2008
Skills
Salesforce.com, Direct Marketing, College Recruiting, Workers Compensation, Sales, Onboarding, Interviews, Commercial Insurance, Applicant Tracking..., Sales Management, Account Management, New Business Development, Cold Calling, Legal Liability, Advertising, Digital Marketing, Selling, Employee Training, Social Media, Customer Service
Education
Temple University 2000 — 2005
BS, BS
Gingrich Memorials January 2009 - Present
SEI Investments August 2005 - December 2008
Skills
Salesforce.com, Direct Marketing, College Recruiting, Workers Compensation, Sales, Onboarding, Interviews, Commercial Insurance, Applicant Tracking..., Sales Management, Account Management, New Business Development, Cold Calling, Legal Liability, Advertising, Digital Marketing, Selling, Employee Training, Social Media, Customer Service
Education
Temple University 2000 — 2005
BS, BS
David Maczonis's SEI Investments Experience September 2008 - December 2008
Job Accounting Manager at Living Branches
Industry Accounting
Experience
Living Branches October 2013 - Present
Martins Run Senior Living Community December 2008 - 2013
SEI Investments September 2008 - December 2008
ICT Group Inc. January 2006 - May 2008
Education
Ursinus College
Bachelor of Arts (B.A.), Accounting and Finance, 3.7
Syracuse University - Martin J. Whitman School of Management
Bachelor of Science (BS), Marketing
Living Branches October 2013 - Present
Martins Run Senior Living Community December 2008 - 2013
SEI Investments September 2008 - December 2008
ICT Group Inc. January 2006 - May 2008
Education
Ursinus College
Bachelor of Arts (B.A.), Accounting and Finance, 3.7
Syracuse University - Martin J. Whitman School of Management
Bachelor of Science (BS), Marketing
Donna Rafa's SEI Investments Experience November 1996 - March 2004
Job Fund of Funds Compliance Officer at William Blair and Company
Industry Investment Management
Experience
William Blair and Company April 2011 - Present
Guidance Capital LLC March 2004 - April 2011
SEI Investments November 1996 - March 2004
Education
Temple University
BBA, Business Law and Marketing
William Blair and Company April 2011 - Present
Guidance Capital LLC March 2004 - April 2011
SEI Investments November 1996 - March 2004
Education
Temple University
BBA, Business Law and Marketing
Bill Appleton's SEI Investments Experience 1993 - 1997
Job Vice President at BNY Mellon
Industry Financial Services
Experience
BNY Mellon April 2011 - Present
State Street Bank 2009 - April 2011
Morgan Stanley Investment Management 2000 - 2009
PFPC 1997 - 2000
SEI Investments 1993 - 1997
Merrill Lynch 1990 - 1993
Skills
Securities, Fixed Income, Asset Managment, Fund Accounting, Mutual Funds, Fund Administration, Asset Management, Alternative Investments, Equities, Middle Office, Investments, Hedge Funds, Bloomberg, Fund Of Funds, Financial Services
Education
Temple University 1986 — 1989
BS, Accounting
BNY Mellon April 2011 - Present
State Street Bank 2009 - April 2011
Morgan Stanley Investment Management 2000 - 2009
PFPC 1997 - 2000
SEI Investments 1993 - 1997
Merrill Lynch 1990 - 1993
Skills
Securities, Fixed Income, Asset Managment, Fund Accounting, Mutual Funds, Fund Administration, Asset Management, Alternative Investments, Equities, Middle Office, Investments, Hedge Funds, Bloomberg, Fund Of Funds, Financial Services
Education
Temple University 1986 — 1989
BS, Accounting
Priyesh Amin's SEI Investments Experience November 2002 - February 2005
Job Analyst at BNP Paribas
Industry Financial Services
Experience
BNP Paribas June 2011 - Present
BNP Paribas January 2008 - June 2011
BNP Paribas February 2005 - January 2008
SEI Investments November 2002 - February 2005
SEI Investments February 1999 - February 2002
Education
Villanova University 2004 — 2007
Master of Business Administration (MBA) - Finance
Temple University 1996 — 2000
Bachelor of Business Administration (BBA), Human Resources Management/Personnel Administration, General
BNP Paribas June 2011 - Present
BNP Paribas January 2008 - June 2011
BNP Paribas February 2005 - January 2008
SEI Investments November 2002 - February 2005
SEI Investments February 1999 - February 2002
Education
Villanova University 2004 — 2007
Master of Business Administration (MBA) - Finance
Temple University 1996 — 2000
Bachelor of Business Administration (BBA), Human Resources Management/Personnel Administration, General
Andy Decker's SEI Investments Experience August 2005 - April 2011
Job Vice President AML Officer at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott April 2011 - Present
SEI Investments August 2005 - April 2011
United States Navy August 1981 - September 2006
Old Mutual Capital December 2000 - August 2005
Education
Temple University
Janney Montgomery Scott April 2011 - Present
SEI Investments August 2005 - April 2011
United States Navy August 1981 - September 2006
Old Mutual Capital December 2000 - August 2005
Education
Temple University
Michael Duva's SEI Investments Experience May 2006 - Present
Job Transition Manager/Operations Team Leader at SEI Investments
Industry Financial Services
Experience
SEI Investments May 2006 - Present
SEI Investments June 2004 - May 2006
SEI Investments December 2000 - June 2004
The Keane Organization January 1999 - December 2000
Prudential Financial 1997 - January 1999
Education
Temple University
Bachelor's degree, Business Administration and Management, General
SEI Investments May 2006 - Present
SEI Investments June 2004 - May 2006
SEI Investments December 2000 - June 2004
The Keane Organization January 1999 - December 2000
Prudential Financial 1997 - January 1999
Education
Temple University
Bachelor's degree, Business Administration and Management, General
Darcell Moore's SEI Investments Experience January 2014 - Present
Job Directed Trades Analyst at SEI Investments
Industry Financial Services
Experience
SEI Investments January 2014 - Present
Kforce August 2013 - September 2013
Skills
Recruiting, Business Development, Hiring, Temporary Placement, Career Development
Education
Temple University
Bachelor of Business Administration (BBA), Finance, Real Estate
LaSalle College High School
SEI Investments January 2014 - Present
Kforce August 2013 - September 2013
Skills
Recruiting, Business Development, Hiring, Temporary Placement, Career Development
Education
Temple University
Bachelor of Business Administration (BBA), Finance, Real Estate
LaSalle College High School
Jeff Barbone's SEI Investments Experience May 2013 - November 2014
Job Implementations Services/QA/New Client OnBoarding at SEI
Industry Financial Services
Experience
SEI November 2014 - Present
SEI Investments May 2013 - November 2014
SEI Information May 2012 - May 2013
SEI Investments August 2010 - May 2012
Skills
Account Management, Business Intelligence, Business Analysis, Process Improvement, Project Management, New Business Development, Requirements Analysis, Customer Service, Team Leadership, Integration, Leadership, Microsoft Office, Financial Services
Education
Shippensburg University of Pennsylvania 2006 — 2010
Bachelor of Science (BS), Finance, General
SEI November 2014 - Present
SEI Investments May 2013 - November 2014
SEI Information May 2012 - May 2013
SEI Investments August 2010 - May 2012
Skills
Account Management, Business Intelligence, Business Analysis, Process Improvement, Project Management, New Business Development, Requirements Analysis, Customer Service, Team Leadership, Integration, Leadership, Microsoft Office, Financial Services
Education
Shippensburg University of Pennsylvania 2006 — 2010
Bachelor of Science (BS), Finance, General
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.