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
Richard Warfield Richard Warfield's SEI Investments Experience January 1986 - January 1992
Job Sales and Marketing Consultant
Industry Financial Services
Experience
Own Firm August 2011 - Present
UNX, LLC September 2000 - February 2011
SunGard Data Systems January 1994 - August 2000
NCS Financial Services January 1992 - January 1994
SEI Investments January 1986 - January 1992
Skills
Restructures, Sales, Mergers, Leadership, Start-ups, Asset Managment, Investments, Mergers & Acquisitions, Business Strategy, Global Economy, Management, Strategy, Turn Around Management, Hedge Funds, Financial Services, Electronic Trading, Trading Systems, Equities, Banking, Finance, Executive Management, Financial Markets, Equity Trading, Series 7, Asset Management, Venture Capital, Private Equity, Trading
Education
Duke University Fuqua School of Business
Advanced Certicate, Executive Management
The George Washington University
MBA, Finance
University of Maryland College Park
BS, Marketing
Own Firm August 2011 - Present
UNX, LLC September 2000 - February 2011
SunGard Data Systems January 1994 - August 2000
NCS Financial Services January 1992 - January 1994
SEI Investments January 1986 - January 1992
Skills
Restructures, Sales, Mergers, Leadership, Start-ups, Asset Managment, Investments, Mergers & Acquisitions, Business Strategy, Global Economy, Management, Strategy, Turn Around Management, Hedge Funds, Financial Services, Electronic Trading, Trading Systems, Equities, Banking, Finance, Executive Management, Financial Markets, Equity Trading, Series 7, Asset Management, Venture Capital, Private Equity, Trading
Education
Duke University Fuqua School of Business
Advanced Certicate, Executive Management
The George Washington University
MBA, Finance
University of Maryland College Park
BS, Marketing
Tony Siu Tony Siu's SEI Investments Experience 2009 - Present
Job Quantitative Research Analyst
Industry Financial Services
Experience
SEI Investments 2009 - Present
KPMG 2003 - 2008
ISO 2002 - 2003
Skills
Portfolio Management, Risk Management, Hedge Funds, Asset Allocation, Actuarial, Equities, Alternative Investments, Quantitative Analysis, Asset Management, Asset Managment, Quantitative Analytics, Bloomberg, Actuarial Science, Derivatives, Quantitative Finance, Fixed Income, Investment Strategies, Valuation
Education
University of Pennsylvania 1997 — 2001
Bachelor of Science in Economics, Management
University of Pennsylvania 1997 — 2001
Bachelor of Applied Science, Mathematics and Computer Science
Li Po Chun United World College 1995 — 1997
International Baccalaureate
SEI Investments 2009 - Present
KPMG 2003 - 2008
ISO 2002 - 2003
Skills
Portfolio Management, Risk Management, Hedge Funds, Asset Allocation, Actuarial, Equities, Alternative Investments, Quantitative Analysis, Asset Management, Asset Managment, Quantitative Analytics, Bloomberg, Actuarial Science, Derivatives, Quantitative Finance, Fixed Income, Investment Strategies, Valuation
Education
University of Pennsylvania 1997 — 2001
Bachelor of Science in Economics, Management
University of Pennsylvania 1997 — 2001
Bachelor of Applied Science, Mathematics and Computer Science
Li Po Chun United World College 1995 — 1997
International Baccalaureate
G. Michael Reese G. Michael Reese's SEI Investments Experience October 2006 - Present
Job Contact Center Manager at SEI Investments
Industry Financial Services
Experience
SEI Investments October 2006 - Present
SEI Investments September 2005 - October 2006
SEI Investments September 2004 - September 2005
SEI Investments January 2003 - September 2004
Merrill Lynch December 2000 - October 2001
Adelphia Cable June 1999 - December 2000
North American Credit Services June 1996 - July 1997
North American Credit Services November 1992 - June 1996
Skills
Call Center
Education
The University of Tennessee at Chattanooga 1996 — 1999
Bachelor of Science, Business-Finance
Washington Adventist University 1990 — 1992
Business
SEI Investments October 2006 - Present
SEI Investments September 2005 - October 2006
SEI Investments September 2004 - September 2005
SEI Investments January 2003 - September 2004
Merrill Lynch December 2000 - October 2001
Adelphia Cable June 1999 - December 2000
North American Credit Services June 1996 - July 1997
North American Credit Services November 1992 - June 1996
Skills
Call Center
Education
The University of Tennessee at Chattanooga 1996 — 1999
Bachelor of Science, Business-Finance
Washington Adventist University 1990 — 1992
Business
Leslie Marcus Leslie Marcus's SEI Investments Experience 1998 - 2002
Job Senior Vice President, Global Product Strategy, Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments 2002 - Present
SEI Investments 1998 - 2002
Santander Investment Securities 1994 - 1998
Salomon Brothers 1992 - 1994
Education
Chartered Financial Analyst
CFA
University of Michigan
BA
Franklin Templeton Investments 2002 - Present
SEI Investments 1998 - 2002
Santander Investment Securities 1994 - 1998
Salomon Brothers 1992 - 1994
Education
Chartered Financial Analyst
CFA
University of Michigan
BA
Matthew Barbacane Matthew Barbacane's SEI Investments Experience May 2006 - September 2006
Job Financial Adviser, Registered Representative, New England Securities at Creative Financial Group
Industry Financial Services
Experience
Creative Financial Group October 2010 - Present
LPL Financial September 2006 - October 2010
SEI Investments May 2006 - September 2006
Education
University of Delaware 2002 — 2006
B.S., Economics
Creative Financial Group October 2010 - Present
LPL Financial September 2006 - October 2010
SEI Investments May 2006 - September 2006
Education
University of Delaware 2002 — 2006
B.S., Economics
Amy Seman, CFA Amy Seman, CFA's SEI Investments Experience June 2015 - Present
Job Research Analyst at SEI Investments
Industry Investment Management
Experience
SEI Investments June 2015 - Present
Wilmington Trust Investment Advisors June 2010 - June 2015
MTB Investment Advisors June 2003 - June 2010
Skills
Investments, Due Diligence, Financial Modeling, Asset Allocation, Mutual Funds, Investment Strategies, Financial Analysis, Morningstar Direct, Research, Financial Services, Equity Research, Finance
Education
University of Maryland University College
B.S., Marketing
SEI Investments June 2015 - Present
Wilmington Trust Investment Advisors June 2010 - June 2015
MTB Investment Advisors June 2003 - June 2010
Skills
Investments, Due Diligence, Financial Modeling, Asset Allocation, Mutual Funds, Investment Strategies, Financial Analysis, Morningstar Direct, Research, Financial Services, Equity Research, Finance
Education
University of Maryland University College
B.S., Marketing
Caitlin Pickhaver Caitlin Pickhaver's SEI Investments Experience August 2006 - August 2008
Job Business Development Analyst at Aberdeen Asset Management
Industry Investment Management
Experience
Aberdeen Asset Management August 2008 - Present
SEI Investments August 2006 - August 2008
Education
University of Pittsburgh 2002 — 2006
BSBA, Marketing
Aberdeen Asset Management August 2008 - Present
SEI Investments August 2006 - August 2008
Education
University of Pittsburgh 2002 — 2006
BSBA, Marketing
Jeffrey Biernat Jeffrey Biernat's SEI Investments Experience 1995 - 1999
Job CEO | Unique Money Management. Independent Advice.
Industry Financial Services
Experience
Gwynedd Wealth Partners 2012 - Present
Bank of New York Mellon 2005 - 2011
Curian Capital 2002 - 2005
J.P. Morgan 1999 - 2001
SEI Investments 1995 - 1999
Citicorp Investment Services 1989 - 1995
Skills
Asset Managment, Equities, Mutual Funds, Asset Management, Investments, Hedge Funds, Asset Allocation, Portfolio Management, Investment Advisory, Investment Management, Fixed Income, Private Equity, Strategic Financial..., ETFs, Money Management, Retirement Planning, Financial Planning, Financial Services, Finance
Education
University of Denver - Daniels College of Business 1980 — 1984
BSBA, Finance
Gwynedd Wealth Partners 2012 - Present
Bank of New York Mellon 2005 - 2011
Curian Capital 2002 - 2005
J.P. Morgan 1999 - 2001
SEI Investments 1995 - 1999
Citicorp Investment Services 1989 - 1995
Skills
Asset Managment, Equities, Mutual Funds, Asset Management, Investments, Hedge Funds, Asset Allocation, Portfolio Management, Investment Advisory, Investment Management, Fixed Income, Private Equity, Strategic Financial..., ETFs, Money Management, Retirement Planning, Financial Planning, Financial Services, Finance
Education
University of Denver - Daniels College of Business 1980 — 1984
BSBA, Finance
Angelica L. (Gutierrez) Sanchez Angelica L. (Gutierrez) Sanchez's SEI Investments Experience 1994 - 1997
Job Internal Business Operations at AT&T
Industry Telecommunications
Experience
AT&T September 2014 - Present
AT&T May 2000 - September 2014
Inventiva, Inc. 1997 - 2000
SEI Investments 1994 - 1997
Skills
Direct Marketing, Marketing Strategy, Advertising, Integrated Marketing, Account Management, Marketing Communications, Marketing, Multi-channel Marketing, Competitive Analysis, Product Marketing, Direct Mail, Market Research, Lead Generation, Digital Marketing, Mobile Marketing, Strategic Partnerships, Marketing Management, Segmentation, Email Marketing, Market Planning
Education
University of Notre Dame 1990 — 1994
BBA, Marketing
Jose Ortega y Gasset; Toledo, Spain 1991 — 1992
Foreign Study
AT&T September 2014 - Present
AT&T May 2000 - September 2014
Inventiva, Inc. 1997 - 2000
SEI Investments 1994 - 1997
Skills
Direct Marketing, Marketing Strategy, Advertising, Integrated Marketing, Account Management, Marketing Communications, Marketing, Multi-channel Marketing, Competitive Analysis, Product Marketing, Direct Mail, Market Research, Lead Generation, Digital Marketing, Mobile Marketing, Strategic Partnerships, Marketing Management, Segmentation, Email Marketing, Market Planning
Education
University of Notre Dame 1990 — 1994
BBA, Marketing
Jose Ortega y Gasset; Toledo, Spain 1991 — 1992
Foreign Study
Andrew Tomaino Andrew Tomaino's SEI Investments Experience August 2008 - April 2012
Job Financial Analyst
Industry Commercial Real Estate
Experience
Wells Fargo Commercial Mortgage May 2012 - Present
SEI Investments August 2008 - April 2012
Skills
Commercial Mortgages, Argus Modeling, CoStar, Salesforce.com, Bloomberg, Real Estate, Demographics, Mutual Funds, Investments, Microsoft Office, Trust, Trust Services, Client Services, Offshore Operations, Underwriting, Banking, Financial Services, Private Equity
Education
University of Delaware - Lerner College of Business and Economics 2004 — 2008
Bachelor of Science, Finance
Wells Fargo Commercial Mortgage May 2012 - Present
SEI Investments August 2008 - April 2012
Skills
Commercial Mortgages, Argus Modeling, CoStar, Salesforce.com, Bloomberg, Real Estate, Demographics, Mutual Funds, Investments, Microsoft Office, Trust, Trust Services, Client Services, Offshore Operations, Underwriting, Banking, Financial Services, Private Equity
Education
University of Delaware - Lerner College of Business and Economics 2004 — 2008
Bachelor of Science, Finance
Steve Magistad Steve Magistad's SEI Investments Experience March 2008 - January 2011
Job Business Development Officer at Charles Schwab
Industry Financial Services
Experience
Charles Schwab & Co., Inc. January 2011 - Present
SEI Investments March 2008 - January 2011
LPL July 2005 - December 2007
TCF Bank March 2003 - July 2005
Capital Professional Advisors 2001 - 2003
Ameriprise Financial 1989 - 2001
Skills
Series 7, Wealth Management, Mutual Funds, Series 63, Asset Allocation, Financial Services, Retirement Planning, Alternative Investments, Strategy, Financial Advisory, Portfolio Management, Investment Advisory, Securities, Finance, Investments, Business Development, Financial Planning, Trusted Business Partner, Asset Management
Education
University of Minnesota-Twin Cities 1982 — 1986
Political Science, History, Economics
Charles Schwab & Co., Inc. January 2011 - Present
SEI Investments March 2008 - January 2011
LPL July 2005 - December 2007
TCF Bank March 2003 - July 2005
Capital Professional Advisors 2001 - 2003
Ameriprise Financial 1989 - 2001
Skills
Series 7, Wealth Management, Mutual Funds, Series 63, Asset Allocation, Financial Services, Retirement Planning, Alternative Investments, Strategy, Financial Advisory, Portfolio Management, Investment Advisory, Securities, Finance, Investments, Business Development, Financial Planning, Trusted Business Partner, Asset Management
Education
University of Minnesota-Twin Cities 1982 — 1986
Political Science, History, Economics
Christian Laurinavicius Christian Laurinavicius's SEI Investments Experience January 2005 - October 2007
Job North America Account Services Operations Head Treasury and Trade Solutions at Citi
Industry Financial Services
Experience
Citi June 2015 - Present
Citi July 2014 - June 2015
Citi / Banamex March 2011 - July 2014
Deconcreto CAL SRL April 2009 - March 2011
LPL Financial October 2007 - April 2009
SEI Investments January 2005 - October 2007
J.P.Morgan Chase March 2003 - January 2005
Citigroup 1994 - 2003
Skills
Team Building, Strategic Planning, Operations Management, Cash Management, Outsourcing, Management, Customer Service, Leadership, English, Customer Experience, Process Engineering, Customer Relations, Process Improvement, Project Management, Staff Development, Internal Controls, Global Custody, Relationship Management, Spanish, Portuguese, Operational Risk..., Equities, Fixed Income, Corporate Actions, Process Automation, Transformational..., Banking, Financial Services, Risk Management, Securities
Education
Frederick Taylor University 2000 — 2003
Bachelor, Business Administration
Universidade Paulista 1993 — 1997
Bachelor of Business Administration (B.B.A.), International Business
Citi June 2015 - Present
Citi July 2014 - June 2015
Citi / Banamex March 2011 - July 2014
Deconcreto CAL SRL April 2009 - March 2011
LPL Financial October 2007 - April 2009
SEI Investments January 2005 - October 2007
J.P.Morgan Chase March 2003 - January 2005
Citigroup 1994 - 2003
Skills
Team Building, Strategic Planning, Operations Management, Cash Management, Outsourcing, Management, Customer Service, Leadership, English, Customer Experience, Process Engineering, Customer Relations, Process Improvement, Project Management, Staff Development, Internal Controls, Global Custody, Relationship Management, Spanish, Portuguese, Operational Risk..., Equities, Fixed Income, Corporate Actions, Process Automation, Transformational..., Banking, Financial Services, Risk Management, Securities
Education
Frederick Taylor University 2000 — 2003
Bachelor, Business Administration
Universidade Paulista 1993 — 1997
Bachelor of Business Administration (B.B.A.), International Business
Lisa Van Ess's SEI Investments Experience 2001 - October 2005
Job Human Resources, Business and Relationship Leader
Industry Human Resources
Experience
NIIT Technologies Limited 2015 - Present
Full Circle Computing 2014 - 2014
CBI Group 2012 - 2014
SEI October 2005 - May 2012
SEI Investments 2001 - October 2005
Katron 1999 - 2001
GE Capital ITS - Information Technology Solutions 1997 - 1999
Entex Information Services 1994 - 1996
Skills
HR Leadership, Talent Development, Talent Management, Talent Acquisition, Talent Assessment, Technical Recruiting, Sales Recruitment, Executive Coaching, Executive Search, Executive Management, Business Planning, Employee Relations, Employee Engagement, Leadership Development, Strategic Leadership, Solution Design, Program Development, Strategy Facilitation, Training & Development, Coaching, Public Speaking, Predictive Index..., ITIL Certified, Human Resources, Recruiting, Performance Management, Training, Deferred Compensation, Management, Succession Planning, Leadership, Solution Architecture, Team Leadership, College Recruiting, Internet Recruiting, Staff Development, HR Consulting, Strategic Planning, HR Policies, Strategy, Program Management, Onboarding, Vendor Management, Change Management, Temporary Placement, Personnel Management, Policy, Team Building, Organizational..., Career Counseling
Education
The College of New Jersey
Bachelor of Science (B.S.), Biology, Life Sciences, Art
Hackettstown High School, Hackettstown, NJ
NIIT Technologies Limited 2015 - Present
Full Circle Computing 2014 - 2014
CBI Group 2012 - 2014
SEI October 2005 - May 2012
SEI Investments 2001 - October 2005
Katron 1999 - 2001
GE Capital ITS - Information Technology Solutions 1997 - 1999
Entex Information Services 1994 - 1996
Skills
HR Leadership, Talent Development, Talent Management, Talent Acquisition, Talent Assessment, Technical Recruiting, Sales Recruitment, Executive Coaching, Executive Search, Executive Management, Business Planning, Employee Relations, Employee Engagement, Leadership Development, Strategic Leadership, Solution Design, Program Development, Strategy Facilitation, Training & Development, Coaching, Public Speaking, Predictive Index..., ITIL Certified, Human Resources, Recruiting, Performance Management, Training, Deferred Compensation, Management, Succession Planning, Leadership, Solution Architecture, Team Leadership, College Recruiting, Internet Recruiting, Staff Development, HR Consulting, Strategic Planning, HR Policies, Strategy, Program Management, Onboarding, Vendor Management, Change Management, Temporary Placement, Personnel Management, Policy, Team Building, Organizational..., Career Counseling
Education
The College of New Jersey
Bachelor of Science (B.S.), Biology, Life Sciences, Art
Hackettstown High School, Hackettstown, NJ
Lee Wilcox, CPA, CGMA's SEI Investments Experience June 2002 - October 2004
Job Urish Popeck & Co, LLC.
Industry Financial Services
Experience
Urish Popeck & Co., LLC September 2014 - Present
Coast Professional, Inc. February 2014 - August 2014
AXA-Equitable October 2004 - October 2013
SEI Investments June 2002 - October 2004
Deutsche Asset Management April 2000 - June 2002
Price Waterhouse Coopers October 1995 - April 2000
United States Army September 1982 - June 1992
Skills
Investments, Financial Services, Financial Analysis, Asset Managment, Mutual Funds, Internal Controls, Asset Management, Financial Reporting, Fixed Income, Securities, Finance, Mergers & Acquisitions, Risk Management, Strategic Financial..., Auditing, Due Diligence, Corporate Finance, Accounting
Education
University of Maryland College Park 1993 — 1995
BSA, Accounting
Urish Popeck & Co., LLC September 2014 - Present
Coast Professional, Inc. February 2014 - August 2014
AXA-Equitable October 2004 - October 2013
SEI Investments June 2002 - October 2004
Deutsche Asset Management April 2000 - June 2002
Price Waterhouse Coopers October 1995 - April 2000
United States Army September 1982 - June 1992
Skills
Investments, Financial Services, Financial Analysis, Asset Managment, Mutual Funds, Internal Controls, Asset Management, Financial Reporting, Fixed Income, Securities, Finance, Mergers & Acquisitions, Risk Management, Strategic Financial..., Auditing, Due Diligence, Corporate Finance, Accounting
Education
University of Maryland College Park 1993 — 1995
BSA, Accounting
Eugene Kozorovitsky Eugene Kozorovitsky's SEI Investments Experience May 2009 - February 2010
Job Lead Technology Consultant at Thomson Reuters
Industry Financial Services
Experience
Thomson Reuters July 2014 - Present
Thomson Reuters April 2010 - June 2014
SEI Investments May 2009 - February 2010
SEI Investments June 2008 - March 2009
Honeywell Process Solutions June 2007 - August 2007
Skills
Disaster Recovery, Requirements Analysis, Software Project..., Management, Access, SDLC, Enterprise Software, Strategic Planning, Leadership, Quality Assurance, Financial Services
Education
University of Pennsylvania 2004 — 2008
BSE, Electrical Engineering
Thomson Reuters July 2014 - Present
Thomson Reuters April 2010 - June 2014
SEI Investments May 2009 - February 2010
SEI Investments June 2008 - March 2009
Honeywell Process Solutions June 2007 - August 2007
Skills
Disaster Recovery, Requirements Analysis, Software Project..., Management, Access, SDLC, Enterprise Software, Strategic Planning, Leadership, Quality Assurance, Financial Services
Education
University of Pennsylvania 2004 — 2008
BSE, Electrical Engineering
Srinivas Pothukuchi Srinivas Pothukuchi's SEI Investments Experience January 2005 - January 2009
Job Enterprise Architect/Sales Consultant SOA/BPM/Integration/Security/Mobile Platform at Oracle
Industry Information Technology and Services
Experience
Oracle September 2013 - Present
Oracle November 2011 - August 2013
TD Bank February 2009 - October 2011
SEI Investments January 2005 - January 2009
SEI 2005 - January 2009
Comcast 2004 - 2005
BEA Systems 1999 - 2004
PECO Energy 1998 - 1999
Bentley Systems 1996 - 1998
Intelligraphics 1995 - 1996
Skills
Solution Architecture, Management Consulting, Consulting, SOA, Enterprise Architecture, Integration, Weblogic, Oracle, Business Intelligence, SDLC, Requirements Analysis, Enterprise Software, Vendor Management, PMP, Databases, Java Enterprise Edition, Architecture, Web Services, JMS, Business Process Design, Spring, Middleware, Oracle SOA Suite, Software Design, Technical Architecture, Software Project..., Portals, EAI, Security, High Availability, CRM, Data Warehousing, IT Strategy, Data Modeling, Master Data Management, Agile Methodologies, Cloud Computing, ESB, Architectures, Pre-sales, Oracle Fusion Middleware, Application Architecture, WebLogic
Education
University of Alabama in Huntsville 1989 — 1990
MS, Computer Engg and Sc
Oracle September 2013 - Present
Oracle November 2011 - August 2013
TD Bank February 2009 - October 2011
SEI Investments January 2005 - January 2009
SEI 2005 - January 2009
Comcast 2004 - 2005
BEA Systems 1999 - 2004
PECO Energy 1998 - 1999
Bentley Systems 1996 - 1998
Intelligraphics 1995 - 1996
Skills
Solution Architecture, Management Consulting, Consulting, SOA, Enterprise Architecture, Integration, Weblogic, Oracle, Business Intelligence, SDLC, Requirements Analysis, Enterprise Software, Vendor Management, PMP, Databases, Java Enterprise Edition, Architecture, Web Services, JMS, Business Process Design, Spring, Middleware, Oracle SOA Suite, Software Design, Technical Architecture, Software Project..., Portals, EAI, Security, High Availability, CRM, Data Warehousing, IT Strategy, Data Modeling, Master Data Management, Agile Methodologies, Cloud Computing, ESB, Architectures, Pre-sales, Oracle Fusion Middleware, Application Architecture, WebLogic
Education
University of Alabama in Huntsville 1989 — 1990
MS, Computer Engg and Sc
Adam Yancoskie's SEI Investments Experience July 2005 - August 2007
Job Vice President, Executive Recruiter Financial Services
Industry Staffing and Recruiting
Experience
The Travillian Group July 2009 - Present
Hirtle, Callaghan & Co. September 2007 - July 2009
SEI Investments July 2005 - August 2007
Skills
Corporate Development, Investment Banking, Private Equity, Sell Side Research, Buy Side Research, Commercial Banking, Asset Management, Financial Services, Banking, Recruiting, Financial Analysis, Trading, Financial Modeling, Finance, Valuation, Portfolio Management, Capital Markets, Corporate Finance, Investments, Due Diligence, Mergers & Acquisitions, Risk Management
Education
University of Pittsburgh 2001 — 2005
Finance, Accounting
The Travillian Group July 2009 - Present
Hirtle, Callaghan & Co. September 2007 - July 2009
SEI Investments July 2005 - August 2007
Skills
Corporate Development, Investment Banking, Private Equity, Sell Side Research, Buy Side Research, Commercial Banking, Asset Management, Financial Services, Banking, Recruiting, Financial Analysis, Trading, Financial Modeling, Finance, Valuation, Portfolio Management, Capital Markets, Corporate Finance, Investments, Due Diligence, Mergers & Acquisitions, Risk Management
Education
University of Pittsburgh 2001 — 2005
Finance, Accounting
Darron Carpenter, CFA Darron Carpenter, CFA's SEI Investments Experience 1995 - 1996
Job Financial Associate at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial for Lutherans 2012 - 2014
BOE Securities, Inc. 2009 - 2011
Sturdivant & Co. 2006 - 2007
PNC Advisors 2000 - 2004
Principal Global Advisors 1998 - 2000
SEI Investments 1995 - 1996
Skills
Equity Research, Equities, Bloomberg, Investments, Equity Valuation, Analysis, Valuation, Portfolio Management, Capital Markets, Financial Analysis, Securities, Financial Services, Analytics, Investment Banking, Financial Modeling, Mutual Funds, Asset Allocation, Asset Management, Series 7, DCF, Fixed Income, Finance, Investment Strategies
Education
The University of Texas at Austin - The Red McCombs School of Business
Master of Business Administration (MBA), Investment Management
Virginia Polytechnic Institute and State University
Bachelor of Science (B.S.), Finance, General
Thrivent Financial for Lutherans 2012 - 2014
BOE Securities, Inc. 2009 - 2011
Sturdivant & Co. 2006 - 2007
PNC Advisors 2000 - 2004
Principal Global Advisors 1998 - 2000
SEI Investments 1995 - 1996
Skills
Equity Research, Equities, Bloomberg, Investments, Equity Valuation, Analysis, Valuation, Portfolio Management, Capital Markets, Financial Analysis, Securities, Financial Services, Analytics, Investment Banking, Financial Modeling, Mutual Funds, Asset Allocation, Asset Management, Series 7, DCF, Fixed Income, Finance, Investment Strategies
Education
The University of Texas at Austin - The Red McCombs School of Business
Master of Business Administration (MBA), Investment Management
Virginia Polytechnic Institute and State University
Bachelor of Science (B.S.), Finance, General
Edward Kelly Edward Kelly's SEI Investments Experience 2012 - 2014
Job Scrum Master at Wolters Kluwer
Industry Information Technology and Services
Experience
Wolters Kluwer June 2015 - Present
PJM Interconnection 2015 - 2015
SEI Investments 2012 - 2014
Nokia (formerly Navteq) 2010 - 2012
ObjectBuilders 2009 - 2010
Liquent 2009 - 2009
Centocor 2005 - 2009
First Consulting Group 1999 - 2005
Banctec/Plexus Software 1997 - 1999
Unisys 1984 - 1997
Skills
Agile Methodologies, Scrum, Software Project..., Agile Project Management, SDLC, Requirements Analysis, Software Development, Integration, Business Analysis, Project Portfolio..., IT Strategy, Requirements Gathering, Vendor Management, Visio, Real Estate, Property Management, Project Management, Program Management, Software Documentation, Testing, Web Services, SOA, Project Planning, Product Management, Software Quality..., Leadership, Management, Business Development, Business Process, Business Intelligence, Enterprise Architecture, PMO, Mobile Applications, Enterprise Software, Solution Architecture, SaaS, IT Management
Education
Villanova University 1985 — 1987
MS, Computer Science
University of Miami 1974 — 1978
BS, Computer Science
Wolters Kluwer June 2015 - Present
PJM Interconnection 2015 - 2015
SEI Investments 2012 - 2014
Nokia (formerly Navteq) 2010 - 2012
ObjectBuilders 2009 - 2010
Liquent 2009 - 2009
Centocor 2005 - 2009
First Consulting Group 1999 - 2005
Banctec/Plexus Software 1997 - 1999
Unisys 1984 - 1997
Skills
Agile Methodologies, Scrum, Software Project..., Agile Project Management, SDLC, Requirements Analysis, Software Development, Integration, Business Analysis, Project Portfolio..., IT Strategy, Requirements Gathering, Vendor Management, Visio, Real Estate, Property Management, Project Management, Program Management, Software Documentation, Testing, Web Services, SOA, Project Planning, Product Management, Software Quality..., Leadership, Management, Business Development, Business Process, Business Intelligence, Enterprise Architecture, PMO, Mobile Applications, Enterprise Software, Solution Architecture, SaaS, IT Management
Education
Villanova University 1985 — 1987
MS, Computer Science
University of Miami 1974 — 1978
BS, Computer Science
Kevin Ellstrom Kevin Ellstrom's SEI Investments Experience 2010 - 2011
Job Software Developer at Ocwen Financial Corporation
Industry Computer Software
Experience
Ocwen Financial Corporation February 2013 - Present
GMAC Mortgage February 2011 - February 2013
Anexinet July 2010 - February 2011
SEI Investments 2010 - 2011
Alpha Systems November 2008 - March 2010
GMAC Mortgage April 1998 - September 2008
Electronic Data Systems 1986 - 2005
Skills
Microsoft SQL Server, T-SQL, HTML, ASP, Agile Methodologies, Databases, VBScript, PL/SQL, SDLC, Software Development, C#, Testing, VB.NET, Visual Basic, Process Improvement, Oracle, JavaScript, OOP
Education
University of Pittsburgh 1978 — 1982
BS, Computer Applications and Mathematical Sciences
Ocwen Financial Corporation February 2013 - Present
GMAC Mortgage February 2011 - February 2013
Anexinet July 2010 - February 2011
SEI Investments 2010 - 2011
Alpha Systems November 2008 - March 2010
GMAC Mortgage April 1998 - September 2008
Electronic Data Systems 1986 - 2005
Skills
Microsoft SQL Server, T-SQL, HTML, ASP, Agile Methodologies, Databases, VBScript, PL/SQL, SDLC, Software Development, C#, Testing, VB.NET, Visual Basic, Process Improvement, Oracle, JavaScript, OOP
Education
University of Pittsburgh 1978 — 1982
BS, Computer Applications and Mathematical Sciences
Charles (Chip) Oat, CFA Charles (Chip) Oat, CFA's SEI Investments Experience June 1990 - October 1998
Job Equity Portfolio Manager and Analyst; Consultant Investment Management Industry
Industry Investment Management
Experience
Tradition Capital Management, LLC April 2014 - Present
Crow Point Partners, LLC January 2011 - Present
The Seamen's Church Institute September 2009 - January 2011
Haven Capital Management July 2008 - March 2009
Morgan Stanley Investment Management March 2007 - July 2008
Haven Capital Management April 2005 - March 2007
Marque Millennium Capital Management April 2001 - March 2005
First Hawaiian Bank/Bishop Street Capital Management October 1998 - December 2000
SEI Investments June 1990 - October 1998
Marine Midland Bank December 1987 - January 1990
Skills
Dividends, Equity Valuation, Endowments, Bloomberg Terminal, Financial Statement..., Buy-side, Equity Portfolio..., Institutional..., Investment Manager..., Asset Class Risk and..., Relationship Management, Behavioral Finance, Benchmarks and..., Portfolio Management, Institutional..., Strategy, Performance Attribution, Asset, Finance, Value Investing, Financial Risk, Financial Services, Competitive Analysis, Institutional, Corporate Development, Risk Management, Fundamental Analysis, Financial Institutions, DCF, Financial Structuring, Start-ups, Financial Advisory, Venture Capital, Equities, Investments, Asset Management
Education
University of Pennsylvania - The Wharton School 1970 — 1974
Bachelor of Science, Economics, Accounting
Wilmington Friends School
Tradition Capital Management, LLC April 2014 - Present
Crow Point Partners, LLC January 2011 - Present
The Seamen's Church Institute September 2009 - January 2011
Haven Capital Management July 2008 - March 2009
Morgan Stanley Investment Management March 2007 - July 2008
Haven Capital Management April 2005 - March 2007
Marque Millennium Capital Management April 2001 - March 2005
First Hawaiian Bank/Bishop Street Capital Management October 1998 - December 2000
SEI Investments June 1990 - October 1998
Marine Midland Bank December 1987 - January 1990
Skills
Dividends, Equity Valuation, Endowments, Bloomberg Terminal, Financial Statement..., Buy-side, Equity Portfolio..., Institutional..., Investment Manager..., Asset Class Risk and..., Relationship Management, Behavioral Finance, Benchmarks and..., Portfolio Management, Institutional..., Strategy, Performance Attribution, Asset, Finance, Value Investing, Financial Risk, Financial Services, Competitive Analysis, Institutional, Corporate Development, Risk Management, Fundamental Analysis, Financial Institutions, DCF, Financial Structuring, Start-ups, Financial Advisory, Venture Capital, Equities, Investments, Asset Management
Education
University of Pennsylvania - The Wharton School 1970 — 1974
Bachelor of Science, Economics, Accounting
Wilmington Friends School
Daniel Shin Daniel Shin's SEI Investments Experience August 2006 - August 2007
Job Assistant Vice President at Citi
Industry Investment Banking
Experience
Citi October 2011 - Present
Barclays Capital February 2010 - October 2011
Barclays Capital September 2008 - February 2010
Lehman Brothers August 2007 - September 2008
SEI Investments August 2006 - August 2007
Skills
Fixed Income, Derivatives, Equities, Bloomberg, Investment Management, Investment Banking, Back Office, Capital Markets, Securities, Equity Derivatives, Account Reconciliation, Middle Office, Interest Rate...
Education
University of Pittsburgh 2001 — 2006
BS, Finance and Economics
Citi October 2011 - Present
Barclays Capital February 2010 - October 2011
Barclays Capital September 2008 - February 2010
Lehman Brothers August 2007 - September 2008
SEI Investments August 2006 - August 2007
Skills
Fixed Income, Derivatives, Equities, Bloomberg, Investment Management, Investment Banking, Back Office, Capital Markets, Securities, Equity Derivatives, Account Reconciliation, Middle Office, Interest Rate...
Education
University of Pittsburgh 2001 — 2006
BS, Finance and Economics
Mark McMearty Mark McMearty's SEI Investments Experience July 1985 - January 1999
Job Project Manager at Robert Half
Industry Information Technology and Services
Experience
Robert Half June 2014 - April 2015
Ventyx, an ABB Company September 2011 - March 2014
Self Employed January 2009 - September 2011
Redwood Software January 2006 - January 2009
Open Text October 2004 - January 2006
Quest Software (now Dell) 1999 - 2004
SEI Investments July 1985 - January 1999
Wells Fargo July 1983 - June 1985
Skills
Vendor Management, Business Process, Product Management, Project Management, Pre-sales, Business Analysis, Data Center, Professional Services, SaaS, Sales Process, Enterprise Architecture, Disaster Recovery, Business Development, Consulting, Analysis, Negotiation, Enterprise Software, Management, Integration, ERP, Cloud Computing, E-commerce, Account Management, Software Project..., Requirements Analysis, Solution Architecture, IT Strategy, Change Management, Product Development, Infrastructure..., Service Level Agreements, Facilities Management, Internal Audit
Education
Project Management Institute 2014 — 2015
PMP Certification
University of Maryland University College 2010 — 2010
Villanova University 1979 — 1980
NA
Robert Half June 2014 - April 2015
Ventyx, an ABB Company September 2011 - March 2014
Self Employed January 2009 - September 2011
Redwood Software January 2006 - January 2009
Open Text October 2004 - January 2006
Quest Software (now Dell) 1999 - 2004
SEI Investments July 1985 - January 1999
Wells Fargo July 1983 - June 1985
Skills
Vendor Management, Business Process, Product Management, Project Management, Pre-sales, Business Analysis, Data Center, Professional Services, SaaS, Sales Process, Enterprise Architecture, Disaster Recovery, Business Development, Consulting, Analysis, Negotiation, Enterprise Software, Management, Integration, ERP, Cloud Computing, E-commerce, Account Management, Software Project..., Requirements Analysis, Solution Architecture, IT Strategy, Change Management, Product Development, Infrastructure..., Service Level Agreements, Facilities Management, Internal Audit
Education
Project Management Institute 2014 — 2015
PMP Certification
University of Maryland University College 2010 — 2010
Villanova University 1979 — 1980
NA
Christopher Glidden Christopher Glidden's SEI Investments Experience October 1991 - July 1998
Job Director at BNY Mellon
Industry Financial Services
Experience
BNY Mellon July 1998 - Present
SEI Investments October 1991 - July 1998
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1987 — 1991
Finance, Finance, Economics
St Bernard's Central Catholic High School 1984 — 1987
BNY Mellon July 1998 - Present
SEI Investments October 1991 - July 1998
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1987 — 1991
Finance, Finance, Economics
St Bernard's Central Catholic High School 1984 — 1987
Christopher N. Hayes's SEI Investments Experience May 1991 - September 1994
Job Vice President, Sales Healthcare at Epsilon
Industry Pharmaceuticals
Experience
Epsilon September 2015 - Present
ContextMedia, Inc. January 2014 - September 2015
PatientPoint June 2012 - August 2013
Healthcare Regional Marketing July 2011 - June 2012
WebMD February 2007 - July 2011
IMS Health March 2006 - February 2007
IMS Health August 2000 - March 2006
IMS Health September 1997 - July 2000
Abington Memorial Hospital October 1994 - September 1997
SEI Investments May 1991 - September 1994
Skills
Healthcare, Pharmaceutical Sales, Market Analysis, Sales Management, Team Building, Business Development, Marketing Strategy, Sales Effectiveness, Leadership, Medical Devices, Budgets, Customer Satisfaction, Executive Management, Pharmaceutical Industry, B2B, Strategy, Sales Process, Market Research, Hospitals, Sales Operations, Management, Marketing, Account Management, Business Strategy, Team Leadership, Sales, Cross-functional Team..., Project Management, Segmentation, Strategic Planning, Product Launch, New Business Development, Digital Marketing, Management Consulting, Entrepreneurship, Product Development, Analysis, Selling, Strategic Partnerships, Managed Care, Product Management, Competitive Analysis, Start-ups, CRM, Product Marketing
Education
University of Notre Dame - Mendoza College of Business 1987 — 1991
BBA, Finance & Government
Epsilon September 2015 - Present
ContextMedia, Inc. January 2014 - September 2015
PatientPoint June 2012 - August 2013
Healthcare Regional Marketing July 2011 - June 2012
WebMD February 2007 - July 2011
IMS Health March 2006 - February 2007
IMS Health August 2000 - March 2006
IMS Health September 1997 - July 2000
Abington Memorial Hospital October 1994 - September 1997
SEI Investments May 1991 - September 1994
Skills
Healthcare, Pharmaceutical Sales, Market Analysis, Sales Management, Team Building, Business Development, Marketing Strategy, Sales Effectiveness, Leadership, Medical Devices, Budgets, Customer Satisfaction, Executive Management, Pharmaceutical Industry, B2B, Strategy, Sales Process, Market Research, Hospitals, Sales Operations, Management, Marketing, Account Management, Business Strategy, Team Leadership, Sales, Cross-functional Team..., Project Management, Segmentation, Strategic Planning, Product Launch, New Business Development, Digital Marketing, Management Consulting, Entrepreneurship, Product Development, Analysis, Selling, Strategic Partnerships, Managed Care, Product Management, Competitive Analysis, Start-ups, CRM, Product Marketing
Education
University of Notre Dame - Mendoza College of Business 1987 — 1991
BBA, Finance & Government
Laura Kaczor Laura Kaczor's SEI Investments Experience September 2004 - November 2005
Job Investment Executive at Fifth Third Securities
Industry Financial Services
Experience
Fifth Third Securities 2013 - 2015
Wellness Financial Advisors July 2012 - October 2013
Morgan Stanley Smith Barney May 2010 - July 2012
Laura Kaczor Music/Ministry January 2006 - May 2010
SEI Investments September 2004 - November 2005
Education
University of Pennsylvania 2000 — 2004
BA, Economics
Fifth Third Securities 2013 - 2015
Wellness Financial Advisors July 2012 - October 2013
Morgan Stanley Smith Barney May 2010 - July 2012
Laura Kaczor Music/Ministry January 2006 - May 2010
SEI Investments September 2004 - November 2005
Education
University of Pennsylvania 2000 — 2004
BA, Economics
Karen Vesely Karen Vesely's SEI Investments Experience December 2002 - March 2008
Job Nonprofit Consultant
Industry Nonprofit Organization Management
Experience
Self Employed October 2013 - Present
Glenmede Trust Company May 2009 - July 2013
Locke Financial Consulting November 2008 - April 2009
SEI Investments December 2002 - March 2008
Turner Investment Partners October 2000 - December 2002
Russell Investment Group June 1996 - September 2000
Skills
Asset Allocation, Asset Managment, Alternative Investments, Portfolio Management, Investments, Mutual Funds, Investment Management, Investment Strategies, Hedge Funds, Series 7, Equities, Investment Advisory, Series 63, Fund Of Funds, Wealth Management
Education
University of Washington, Michael G. Foster School of Business 1995 — 1997
MBA, Finance & Accounting
University of Puget Sound 1981 — 1985
BA, Psychology
Self Employed October 2013 - Present
Glenmede Trust Company May 2009 - July 2013
Locke Financial Consulting November 2008 - April 2009
SEI Investments December 2002 - March 2008
Turner Investment Partners October 2000 - December 2002
Russell Investment Group June 1996 - September 2000
Skills
Asset Allocation, Asset Managment, Alternative Investments, Portfolio Management, Investments, Mutual Funds, Investment Management, Investment Strategies, Hedge Funds, Series 7, Equities, Investment Advisory, Series 63, Fund Of Funds, Wealth Management
Education
University of Washington, Michael G. Foster School of Business 1995 — 1997
MBA, Finance & Accounting
University of Puget Sound 1981 — 1985
BA, Psychology
Kathleen Wicker Kathleen Wicker's SEI Investments Experience September 1989 - December 1995
Job Director, Strategic Accounts at Executive Health Resources
Industry Hospital & Health Care
Experience
Executive Health Resources September 2011 - Present
The Vanguard Group January 2006 - April 2011
The Vanguard Group January 2005 - January 2006
The Vanguard Group January 2003 - January 2005
The Vanguard Group March 1999 - December 2002
Independent Contractor December 1995 - March 1999
SEI Investments September 1989 - December 1995
Skills
Relationship Management, Financial Services, Series 63, CRM, Strategic Planning, Cross-functional Team..., Corporate Communications, Product Marketing, Retirement, Marketing Strategy, Series 7, Retirement Planning, Mutual Funds, Strategy, Competitive Analysis, Product Management, Marketing
Education
University of Delaware 1980 — 1982
MA, English
RFA
RFA
Executive Health Resources September 2011 - Present
The Vanguard Group January 2006 - April 2011
The Vanguard Group January 2005 - January 2006
The Vanguard Group January 2003 - January 2005
The Vanguard Group March 1999 - December 2002
Independent Contractor December 1995 - March 1999
SEI Investments September 1989 - December 1995
Skills
Relationship Management, Financial Services, Series 63, CRM, Strategic Planning, Cross-functional Team..., Corporate Communications, Product Marketing, Retirement, Marketing Strategy, Series 7, Retirement Planning, Mutual Funds, Strategy, Competitive Analysis, Product Management, Marketing
Education
University of Delaware 1980 — 1982
MA, English
RFA
RFA
Bob Aller Bob Aller's SEI Investments Experience May 1991 - March 2009
Job Asset Management Marketing Executive
Industry Financial Services
Experience
State Street Global Advisors June 2014 - Present
Independent Consultant April 2013 - June 2014
iShares October 2010 - December 2012
LifeCare Gateway August 2009 - October 2010
SEI Investments May 1991 - March 2009
Procter & Gamble September 1986 - May 1991
Skills
Strategy, Product Marketing, Start-ups, Mutual Funds, New Business Development, Asset Managment, Marketing Strategy, Management, Investments, Financial Services, ETFs, Sales Management, Asset Management, Leadership, Marketing Management, Business Development, Business Strategy, SaaS, Marketing, Separately Managed..., Strategic Partnerships, Cross-functional Team..., Training, Senior Executive..., Alternative Investments, International, Integrated Marketing, Marketing Communications
Education
United States Naval Academy
BS
State Street Global Advisors June 2014 - Present
Independent Consultant April 2013 - June 2014
iShares October 2010 - December 2012
LifeCare Gateway August 2009 - October 2010
SEI Investments May 1991 - March 2009
Procter & Gamble September 1986 - May 1991
Skills
Strategy, Product Marketing, Start-ups, Mutual Funds, New Business Development, Asset Managment, Marketing Strategy, Management, Investments, Financial Services, ETFs, Sales Management, Asset Management, Leadership, Marketing Management, Business Development, Business Strategy, SaaS, Marketing, Separately Managed..., Strategic Partnerships, Cross-functional Team..., Training, Senior Executive..., Alternative Investments, International, Integrated Marketing, Marketing Communications
Education
United States Naval Academy
BS
Toza Siriski Toza Siriski's SEI Investments Experience May 1999 - September 2000
Job Manager, pension investments at RBC
Industry Banking
Experience
Royal Bank December 2005 - Present
Royal Bank March 2004 - December 2005
Towers Watson September 2000 - March 2004
SEI Investments May 1999 - September 2000
Skills
Pensions, Alternative Investments, Investment Strategies, Asset, Asset Management, Fund Of Funds
Education
Trent University 1994 — 1997
Trent University
Honours Bachelor, Business
Royal Bank December 2005 - Present
Royal Bank March 2004 - December 2005
Towers Watson September 2000 - March 2004
SEI Investments May 1999 - September 2000
Skills
Pensions, Alternative Investments, Investment Strategies, Asset, Asset Management, Fund Of Funds
Education
Trent University 1994 — 1997
Trent University
Honours Bachelor, Business
Julia Schankel's SEI Investments Experience April 2010 - September 2010
Job Vice President Client Order Management at BlackRock
Industry Financial Services
Experience
BlackRock January 2014 - Present
BlackRock January 2012 - December 2013
BlackRock September 2010 - December 2011
SEI Investments April 2010 - September 2010
SEI Investments September 2006 - April 2010
Janney Montgomery Scott June 2005 - August 2005
Skills
Order Management, Finance, Microsoft Excel, Process Improvement, Middle Office, Back Office, Project Management, Management, Marketing
Education
University of Maryland College Park 2002 — 2006
B.S., Marketing
BlackRock January 2014 - Present
BlackRock January 2012 - December 2013
BlackRock September 2010 - December 2011
SEI Investments April 2010 - September 2010
SEI Investments September 2006 - April 2010
Janney Montgomery Scott June 2005 - August 2005
Skills
Order Management, Finance, Microsoft Excel, Process Improvement, Middle Office, Back Office, Project Management, Management, Marketing
Education
University of Maryland College Park 2002 — 2006
B.S., Marketing
Ana Isabel (Bela) Maranhas Ana Isabel (Bela) Maranhas's SEI Investments Experience March 2011 - May 2011
Job FINANCIAL SERVICES SME, ANALYST, PROJECT LEAD & MANAGER
Industry Financial Services
Experience
DerivaSYS Financial Consulting, LLC April 2014 - Present
Neuberger Berman April 2014 - February 2015
State Street May 2012 - December 2013
State Street May 2011 - June 2012
SEI Investments March 2011 - May 2011
DerivaSYS LLC October 2004 - December 2007
Investors Bank & Trust Company 1987 - October 2004
Investors Bank & Trust 1982 - 1987
Skills
Fixed Income, Derivatives, Equities, Financial Services, Securities, Trading, Hedge Funds, Business Process, Corporate Actions, Middle Office, FX Options, Trading Systems, Fund Accounting, Back Office, Portfolio Management, Financial Risk, Swaps, Options, Mutual Funds, Finance, Alternative Investments, FX Contracts
Education
Tufts University
Bachelor's Degree, Economics
DerivaSYS Financial Consulting, LLC April 2014 - Present
Neuberger Berman April 2014 - February 2015
State Street May 2012 - December 2013
State Street May 2011 - June 2012
SEI Investments March 2011 - May 2011
DerivaSYS LLC October 2004 - December 2007
Investors Bank & Trust Company 1987 - October 2004
Investors Bank & Trust 1982 - 1987
Skills
Fixed Income, Derivatives, Equities, Financial Services, Securities, Trading, Hedge Funds, Business Process, Corporate Actions, Middle Office, FX Options, Trading Systems, Fund Accounting, Back Office, Portfolio Management, Financial Risk, Swaps, Options, Mutual Funds, Finance, Alternative Investments, FX Contracts
Education
Tufts University
Bachelor's Degree, Economics
Robert Urie Robert Urie's SEI Investments Experience 2000 - 2006
Job Portfolio Manager, Pioneer MultiAsset Real Return Fund at Pioneer Investments
Industry Investment Management
Experience
Pioneer Investments January 2010 - Present
Pioneer Investments November 2006 - Present
SEI Investments 2000 - 2006
Education
University of North Carolina at Charlotte 1993 — 1995
MSc, Economics
Pioneer Investments January 2010 - Present
Pioneer Investments November 2006 - Present
SEI Investments 2000 - 2006
Education
University of North Carolina at Charlotte 1993 — 1995
MSc, Economics
Christopher Ito Christopher Ito's SEI Investments Experience December 2004 - July 2005
Job Chief Executive Officer at Fossil Free Indexes LLC
Industry Venture Capital & Private Equity
Experience
Fossil Free Indexes LLC December 2014 - Present
Carmen Ventures LLC June 2010 - Present
UFunded February 2015 - June 2015
Konnect2, LLC October 2011 - February 2015
Sycamore Studios April 2013 - July 2014
UBP Asset Management January 2006 - June 2010
SEI Investments December 2004 - July 2005
Deloitte Consulting 1993 - 2004
Deloitte & Touche 1993 - 2004
Skills
Hedge Funds, Pensions, Portfolio Management, Investment Consulting, Liability Driven..., Asset Allocation, Start-ups, Crowdfunding, Marketing, Angel Investing, Alumni Relations, Brand Equity, Alternative Investments, Due Diligence, Entrepreneurship, Mutual Funds, LDI, Mergers & Acquisitions, Investment Advisory..., Management
Education
The Ohio State University 1984 — 1988
BSBA, Accounting
The Ohio State University Fisher College of Business 1984 — 1988
Fossil Free Indexes LLC December 2014 - Present
Carmen Ventures LLC June 2010 - Present
UFunded February 2015 - June 2015
Konnect2, LLC October 2011 - February 2015
Sycamore Studios April 2013 - July 2014
UBP Asset Management January 2006 - June 2010
SEI Investments December 2004 - July 2005
Deloitte Consulting 1993 - 2004
Deloitte & Touche 1993 - 2004
Skills
Hedge Funds, Pensions, Portfolio Management, Investment Consulting, Liability Driven..., Asset Allocation, Start-ups, Crowdfunding, Marketing, Angel Investing, Alumni Relations, Brand Equity, Alternative Investments, Due Diligence, Entrepreneurship, Mutual Funds, LDI, Mergers & Acquisitions, Investment Advisory..., Management
Education
The Ohio State University 1984 — 1988
BSBA, Accounting
The Ohio State University Fisher College of Business 1984 — 1988
Anna Matsiras, MSPM, PMP Anna Matsiras, MSPM, PMP's SEI Investments Experience January 2007 - August 2009
Job Senior Consultant, Advisory at EY
Industry Management Consulting
Experience
EY October 2014 - Present
Altarum August 2011 - October 2014
Deloitte Consulting June 2010 - August 2010
Paul Merage Graduate School of Business December 2008 - June 2010
SEI Investments January 2007 - August 2009
Legg Mason December 2005 - June 2006
Skills
Program Management, Project Management, Data Analysis, Cross-functional Team..., Analysis, Business Strategy, Business Process..., Change Management, Marketing Strategy, Leadership, Strategic Planning, Risk Management, Business Process, Business Intelligence, Business Analysis, Healthcare Consulting, Management, PMO, Management Consulting, Project Planning, PMP, Process Improvement, Knowledge Management, Strategy, Competitive Analysis, Economics, Lean Operations, Policy, Training, Financial Analysis, Team Management, Revenue Cycle Management, MS Project, Healthcare, Microsoft Office
Education
The George Washington University - School of Business 2011 — 2014
Master's Degree, Project Management
University of California, Irvine 2007 — 2011
Bachelor's Degree, Economics
EY October 2014 - Present
Altarum August 2011 - October 2014
Deloitte Consulting June 2010 - August 2010
Paul Merage Graduate School of Business December 2008 - June 2010
SEI Investments January 2007 - August 2009
Legg Mason December 2005 - June 2006
Skills
Program Management, Project Management, Data Analysis, Cross-functional Team..., Analysis, Business Strategy, Business Process..., Change Management, Marketing Strategy, Leadership, Strategic Planning, Risk Management, Business Process, Business Intelligence, Business Analysis, Healthcare Consulting, Management, PMO, Management Consulting, Project Planning, PMP, Process Improvement, Knowledge Management, Strategy, Competitive Analysis, Economics, Lean Operations, Policy, Training, Financial Analysis, Team Management, Revenue Cycle Management, MS Project, Healthcare, Microsoft Office
Education
The George Washington University - School of Business 2011 — 2014
Master's Degree, Project Management
University of California, Irvine 2007 — 2011
Bachelor's Degree, Economics
Anthony (Tony) Leonard's SEI Investments Experience 1993 - 1997
Job Regional Sales Director at OneAmerica Financial Partners Inc.
Industry Investment Management
Experience
OneAmerica Financial Partners Inc. August 2013 - Present
GLOBALT Investments January 2012 - August 2013
Greater Charlotte Chief Financial Officers Forum July 2010 - January 2012
BDO February 2008 - July 2010
The Standard January 2007 - February 2008
MFS Investment Management September 2003 - December 2006
NYLIM 1999 - 2003
SEI Investments 1993 - 1997
Skills
Wealth Management, Investment Banking, Product Marketing, Strategy, Product Development, Sales Management, Private Equity, Equities, Management Consulting, Budgets, Hedge Funds, Portfolio Management, Financial Risk, New Business Development, Financial Services, Marketing Strategy, Alternative Investments, Leadership, Management, Retirement Planning, Due Diligence, Asset Allocation, 401k, ETFs, Business Development, Investments, Investment Strategies, Leadership Development, Fixed Income, Mergers & Acquisitions, Asset Management, Mutual Funds, Series 7, Strategic Financial..., Investment Advisory, Series 63, Securities, Finance, Financial Analysis, Investment Management, Financial Advisory, Relationship Management, Insurance, Valuation, Financial Modeling, Pensions, Financial Planning
Education
University of Notre Dame 1981 — 1986
Bachelor's degree, Economics
OneAmerica Financial Partners Inc. August 2013 - Present
GLOBALT Investments January 2012 - August 2013
Greater Charlotte Chief Financial Officers Forum July 2010 - January 2012
BDO February 2008 - July 2010
The Standard January 2007 - February 2008
MFS Investment Management September 2003 - December 2006
NYLIM 1999 - 2003
SEI Investments 1993 - 1997
Skills
Wealth Management, Investment Banking, Product Marketing, Strategy, Product Development, Sales Management, Private Equity, Equities, Management Consulting, Budgets, Hedge Funds, Portfolio Management, Financial Risk, New Business Development, Financial Services, Marketing Strategy, Alternative Investments, Leadership, Management, Retirement Planning, Due Diligence, Asset Allocation, 401k, ETFs, Business Development, Investments, Investment Strategies, Leadership Development, Fixed Income, Mergers & Acquisitions, Asset Management, Mutual Funds, Series 7, Strategic Financial..., Investment Advisory, Series 63, Securities, Finance, Financial Analysis, Investment Management, Financial Advisory, Relationship Management, Insurance, Valuation, Financial Modeling, Pensions, Financial Planning
Education
University of Notre Dame 1981 — 1986
Bachelor's degree, Economics
Kristin Borelli Kristin Borelli's SEI Investments Experience January 2010 - January 2011
Job Account Manager at Hay Group
Industry Management Consulting
Experience
Hay Group January 2011 - Present
SEI Investments January 2010 - January 2011
Wilshire Associates January 2009 - October 2009
PNC Financial Services Group February 2008 - September 2008
Skills
Data Analysis, Talent Management, Market Research, Financial Analysis, Strategic Planning, Due Diligence, Financial Services, Consulting, Analytics, Human Resources, Organizational..., Analysis, Management Consulting
Education
University of Pittsburgh 2003 — 2007
B.S.B.A., Finance, Marketing
Hay Group January 2011 - Present
SEI Investments January 2010 - January 2011
Wilshire Associates January 2009 - October 2009
PNC Financial Services Group February 2008 - September 2008
Skills
Data Analysis, Talent Management, Market Research, Financial Analysis, Strategic Planning, Due Diligence, Financial Services, Consulting, Analytics, Human Resources, Organizational..., Analysis, Management Consulting
Education
University of Pittsburgh 2003 — 2007
B.S.B.A., Finance, Marketing
Brian Buan's SEI Investments Experience September 2001 - August 2006
Job Senior Director, Client Partner Global Account Management
Industry Financial Services
Experience
Yodlee June 2014 - Present
CashEdge (Division of Fiserv) November 2012 - May 2014
CashEdge (Acquired by Fiserv) January 2011 - December 2012
Cognizant Technology Solutions July 2010 - January 2011
SEI August 2007 - July 2010
SEI October 2006 - August 2007
SEI Investments September 2001 - August 2006
Wells Fargo January 1998 - August 2001
Wachovia, A Wells Fargo Company 1998 - 1998
Union Bank of California 1995 - 1997
Skills
Product Management, Business Process..., SDLC, Business Analysis, Program Management, Business Intelligence, Investments, Strategy, Cross-functional Team..., Integration, Business Process, Requirements Analysis, Banking, Outsourcing, SaaS, Leadership, Risk Management, Change Management, Financial Services, Management, Project Management, Analysis, Finance, Strategic Enterprise...
Education
University of Puget Sound 1992 — 1995
BA, Economics, Finance, Communications
Mead High School
Yodlee June 2014 - Present
CashEdge (Division of Fiserv) November 2012 - May 2014
CashEdge (Acquired by Fiserv) January 2011 - December 2012
Cognizant Technology Solutions July 2010 - January 2011
SEI August 2007 - July 2010
SEI October 2006 - August 2007
SEI Investments September 2001 - August 2006
Wells Fargo January 1998 - August 2001
Wachovia, A Wells Fargo Company 1998 - 1998
Union Bank of California 1995 - 1997
Skills
Product Management, Business Process..., SDLC, Business Analysis, Program Management, Business Intelligence, Investments, Strategy, Cross-functional Team..., Integration, Business Process, Requirements Analysis, Banking, Outsourcing, SaaS, Leadership, Risk Management, Change Management, Financial Services, Management, Project Management, Analysis, Finance, Strategic Enterprise...
Education
University of Puget Sound 1992 — 1995
BA, Economics, Finance, Communications
Mead High School
Tony Paine Tony Paine's SEI Investments Experience March 1998 - September 2002
Job Senior Vice President at TCW / Met West
Industry Financial Services
Experience
TCW - Manager of the TCW, Met West, and the TCW Alternative Fund Families August 2015 - Present
Deutsche Asset and Wealth Management June 2014 - Present
Columbia Management August 2010 - June 2014
Smith Barney September 2003 - June 2010
SEI Investments March 1998 - September 2002
Dreyfus 1992 - 1996
Dreyfus 1992 - 1996
Education
University of Southern California - Marshall School of Business 1994 — 1997
MBA
University of California, Irvine 1986 — 1990
B.A., Economics
TCW - Manager of the TCW, Met West, and the TCW Alternative Fund Families August 2015 - Present
Deutsche Asset and Wealth Management June 2014 - Present
Columbia Management August 2010 - June 2014
Smith Barney September 2003 - June 2010
SEI Investments March 1998 - September 2002
Dreyfus 1992 - 1996
Dreyfus 1992 - 1996
Education
University of Southern California - Marshall School of Business 1994 — 1997
MBA
University of California, Irvine 1986 — 1990
B.A., Economics
Jeffrey D. Lovell Jeffrey D. Lovell's SEI Investments Experience April 1976 - April 1988
Job Chairman at Lovell Minnick Partners
Industry Venture Capital & Private Equity
Experience
361 Capital June 2014 - Present
Matthews International Capital Management January 2011 - Present
Lovell Minnick Partners February 1999 - Present
Mercer Advisors May 2008 - May 2015
Leerink Partners LLC September 2007 - December 2013
Duff & Phelps Corporation January 2005 - April 2013
Putnam Lovell Securities April 1988 - February 1999
SEI Investments April 1976 - April 1988
Skills
Private Equity, Asset Management, Mergers & Acquisitions, Investment Banking
Education
University of Colorado Boulder - Leeds School of Business 1970 — 1974
BSBA, Finance
University of Southern California -- Regents College London 1986 — 1987
Graduate Studies, International Economics
361 Capital June 2014 - Present
Matthews International Capital Management January 2011 - Present
Lovell Minnick Partners February 1999 - Present
Mercer Advisors May 2008 - May 2015
Leerink Partners LLC September 2007 - December 2013
Duff & Phelps Corporation January 2005 - April 2013
Putnam Lovell Securities April 1988 - February 1999
SEI Investments April 1976 - April 1988
Skills
Private Equity, Asset Management, Mergers & Acquisitions, Investment Banking
Education
University of Colorado Boulder - Leeds School of Business 1970 — 1974
BSBA, Finance
University of Southern California -- Regents College London 1986 — 1987
Graduate Studies, International Economics
Eric Miller, CIMA Eric Miller, CIMA's SEI Investments Experience May 1996 - September 2001
Job Senior Business Development Officer at PNC
Industry Financial Services
Experience
PNC May 2015 - Present
PNC Investments June 2010 - Present
Cesium Capital Consulting, LLC August 2007 - November 2010
Dividend Capital June 2005 - April 2007
Bank of America May 2003 - February 2005
Morningstar October 2001 - May 2003
SEI Investments May 1996 - September 2001
FOLIOfn 2000 - 2001
Education
Webster University 1991 — 1993
MBA, Management
United States Air Force Academy 1983 — 1987
Bachelor of Science, Engineering
PNC May 2015 - Present
PNC Investments June 2010 - Present
Cesium Capital Consulting, LLC August 2007 - November 2010
Dividend Capital June 2005 - April 2007
Bank of America May 2003 - February 2005
Morningstar October 2001 - May 2003
SEI Investments May 1996 - September 2001
FOLIOfn 2000 - 2001
Education
Webster University 1991 — 1993
MBA, Management
United States Air Force Academy 1983 — 1987
Bachelor of Science, Engineering
Gina (Cerritelli) Peterson's SEI Investments Experience September 2005 - July 2008
Job Category Consultant for The Hershey Company
Industry Consumer Goods
Experience
The Hershey Company March 2014 - Present
The Hershey Company April 2012 - February 2014
The Hershey Company January 2011 - March 2012
The Hershey Company February 2010 - December 2010
Eli Lilly & Company July 2008 - January 2010
SEI Investments September 2005 - July 2008
Skills
Team Leadership, Thought Leadership, Organization, Analytical Skills, Time Management, Coaching, Drive for Results, Solution Orientated, Executive Disposition, Teamwork, Sales, Sales Management, Sales Operations, Consumer Products, Nielsen, Strategy Execution, Business Planning, Key Account Development, IRI, Leadership, Management, AC Nielsen, Customer Insight, Customer Marketing, Forecasting, Shopper Marketing
Education
University of Notre Dame 2011 — 2011
Executive Graduate Certificate in Leadership & Managementh, Leadership Management, 4.0/4.0
Villanova University 2001 — 2005
B.S., Marketing/International Business
Lower Dauphin Senior High School 1997 — 2001
The Hershey Company March 2014 - Present
The Hershey Company April 2012 - February 2014
The Hershey Company January 2011 - March 2012
The Hershey Company February 2010 - December 2010
Eli Lilly & Company July 2008 - January 2010
SEI Investments September 2005 - July 2008
Skills
Team Leadership, Thought Leadership, Organization, Analytical Skills, Time Management, Coaching, Drive for Results, Solution Orientated, Executive Disposition, Teamwork, Sales, Sales Management, Sales Operations, Consumer Products, Nielsen, Strategy Execution, Business Planning, Key Account Development, IRI, Leadership, Management, AC Nielsen, Customer Insight, Customer Marketing, Forecasting, Shopper Marketing
Education
University of Notre Dame 2011 — 2011
Executive Graduate Certificate in Leadership & Managementh, Leadership Management, 4.0/4.0
Villanova University 2001 — 2005
B.S., Marketing/International Business
Lower Dauphin Senior High School 1997 — 2001
Jordan Foster Jordan Foster's SEI Investments Experience 1991 - 1997
Job Head of Investor Relations Americas at Marshall Wace
Industry Investment Management
Experience
Marshall Wace June 2009 - Present
Intrepid Capital Management February 2008 - May 2009
Fred Alger Management 2006 - 2008
OppenheimerFunds, Inc. 2001 - 2006
OFI Institutional Asset Management 2001 - 2006
Self-Employed 1998 - 2000
SEI Investments 1991 - 1997
The Wharton School, University of Pennsylvania December 1989 - May 1991
Harbridge House 1987 - 1989
Strategic Management Group, Inc. 1986 - 1987
Education
University of Pennsylvania - The Wharton School 1989 — 1991
Master of Business Administration (M.B.A.)
University of Pennsylvania 1982 — 1986
Bachelor's Degree
Wayland High School 1978 — 1982
High School
Claflin Elementary School 1972 — 1976
Quarles Elementary School 1968 — 1972
Marshall Wace June 2009 - Present
Intrepid Capital Management February 2008 - May 2009
Fred Alger Management 2006 - 2008
OppenheimerFunds, Inc. 2001 - 2006
OFI Institutional Asset Management 2001 - 2006
Self-Employed 1998 - 2000
SEI Investments 1991 - 1997
The Wharton School, University of Pennsylvania December 1989 - May 1991
Harbridge House 1987 - 1989
Strategic Management Group, Inc. 1986 - 1987
Education
University of Pennsylvania - The Wharton School 1989 — 1991
Master of Business Administration (M.B.A.)
University of Pennsylvania 1982 — 1986
Bachelor's Degree
Wayland High School 1978 — 1982
High School
Claflin Elementary School 1972 — 1976
Quarles Elementary School 1968 — 1972
Caitlin Cotter's SEI Investments Experience June 2010 - August 2010
Job Senior Tax Analyst at John Hancock
Industry Financial Services
Experience
John Hancock Financial Services August 2015 - Present
Columbia Management June 2013 - July 2015
State Street Bank February 2013 - May 2013
State Street March 2012 - May 2013
SEI Investments June 2010 - August 2010
Skills
Fixed Income, Mutual Funds, Bloomberg, Securities, Investments, Financial Services, Securities Valuation, Equities, Financial Analysis, Financial Modeling, Derivatives, Net Asset Values, Tax Accounting, RIC Tax, Excise Prep, Mutual Fund Tax, Dividends, Due Diligence, Auditing
Education
Villanova University 2007 — 2011
Bachelor's, Accounting and Finance
Villanova University, School of Business 2007 — 2011
Bachelor of Science, Business Administration, Accounting & Finance
University of Massachusetts Boston
John Hancock Financial Services August 2015 - Present
Columbia Management June 2013 - July 2015
State Street Bank February 2013 - May 2013
State Street March 2012 - May 2013
SEI Investments June 2010 - August 2010
Skills
Fixed Income, Mutual Funds, Bloomberg, Securities, Investments, Financial Services, Securities Valuation, Equities, Financial Analysis, Financial Modeling, Derivatives, Net Asset Values, Tax Accounting, RIC Tax, Excise Prep, Mutual Fund Tax, Dividends, Due Diligence, Auditing
Education
Villanova University 2007 — 2011
Bachelor's, Accounting and Finance
Villanova University, School of Business 2007 — 2011
Bachelor of Science, Business Administration, Accounting & Finance
University of Massachusetts Boston
Antonio Spigonardo Antonio Spigonardo's SEI Investments Experience December 2007 - January 2011
Job Reinsurance Analyst at Willis Re
Industry Financial Services
Experience
Willis Re July 2015 - Present
The Wharton School April 2011 - July 2015
SEI Investments December 2007 - January 2011
Vanguard December 2006 - December 2007
Skills
Bloomberg, Portfolio Management, Financial Analysis
Education
University of Pennsylvania 2013 — 2016
Master of Science (MS), Organizational Dynamics
University of Pennsylvania 2002 — 2006
Bachelors, Economics
Willis Re July 2015 - Present
The Wharton School April 2011 - July 2015
SEI Investments December 2007 - January 2011
Vanguard December 2006 - December 2007
Skills
Bloomberg, Portfolio Management, Financial Analysis
Education
University of Pennsylvania 2013 — 2016
Master of Science (MS), Organizational Dynamics
University of Pennsylvania 2002 — 2006
Bachelors, Economics
Dimitry Gondre Dimitry Gondre's SEI Investments Experience October 2013 - December 2013
Job FX/MONEY MARKET OPERATIONS ANALYST
Industry Investment Banking
Experience
Mizuho Bank September 2014 - Present
International Fund Services (NA) LLC, A State Street Company January 2014 - September 2014
SEI INVESTMENTS October 2013 - December 2013
University of Hartford September 2009 - May 2013
Microsoft October 2012 - January 2013
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Data Entry, Outlook, Event Planning, Research, Student Affairs, Administrative..., Customer Service, Filing, Time Management, Sales, Data Analysis, Critical Thinking, Access, Teamwork, Social Networking, Accounting, Facebook, Public Speaking, Leadership, Analysis, Marketing, Account Reconciliation, Retail, Statistics, Windows, Financial Analysis, Banking, Resume Writing, Matlab, Tutoring, Administration, Analytical Skills, Investments, Finance, Managerial Finance, Economics, C, Management, Team Building, Project Management, Problem Solving, Process Improvement, Social Media, Training
Education
University of Hartford 2009 — 2013
BAchelors Degree in Business Administration, Economics and Finance
University of Hartford 2009 — 2013
Bachelor of Science (B.S.), Economics and Finance
Mizuho Bank September 2014 - Present
International Fund Services (NA) LLC, A State Street Company January 2014 - September 2014
SEI INVESTMENTS October 2013 - December 2013
University of Hartford September 2009 - May 2013
Microsoft October 2012 - January 2013
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Data Entry, Outlook, Event Planning, Research, Student Affairs, Administrative..., Customer Service, Filing, Time Management, Sales, Data Analysis, Critical Thinking, Access, Teamwork, Social Networking, Accounting, Facebook, Public Speaking, Leadership, Analysis, Marketing, Account Reconciliation, Retail, Statistics, Windows, Financial Analysis, Banking, Resume Writing, Matlab, Tutoring, Administration, Analytical Skills, Investments, Finance, Managerial Finance, Economics, C, Management, Team Building, Project Management, Problem Solving, Process Improvement, Social Media, Training
Education
University of Hartford 2009 — 2013
BAchelors Degree in Business Administration, Economics and Finance
University of Hartford 2009 — 2013
Bachelor of Science (B.S.), Economics and Finance
Denny Roman, CFA's SEI Investments Experience July 1997 - August 2000
Job Founder & President at KeyPoint Wealth Advisory Inc.
Industry Financial Services
Experience
KeyPoint Wealth Advisory Inc. January 2013 - Present
Duncan Ross Associates Ltd. December 2011 - November 2012
Roman Metal Works Ltd. January 2007 - March 2011
Phillips, Hager & North Investment Management Ltd. August 2000 - January 2007
SEI Investments July 1997 - August 2000
Skills
Investment Strategies, Asset Allocation, Investment Management, Investments, Equities, Portfolio Management, Mutual Funds, Asset Management, Investment Advisory, Manager Research, Wealth Management, Risk Management, Alternative Investments, Fixed Income, Real Estate, Private Equity, Equity Research
Education
CFA Institute 2000 — 2002
CFA Charter
The University of British Columbia 1992 — 1995
Bachelor of Commerce, Finance
KeyPoint Wealth Advisory Inc. January 2013 - Present
Duncan Ross Associates Ltd. December 2011 - November 2012
Roman Metal Works Ltd. January 2007 - March 2011
Phillips, Hager & North Investment Management Ltd. August 2000 - January 2007
SEI Investments July 1997 - August 2000
Skills
Investment Strategies, Asset Allocation, Investment Management, Investments, Equities, Portfolio Management, Mutual Funds, Asset Management, Investment Advisory, Manager Research, Wealth Management, Risk Management, Alternative Investments, Fixed Income, Real Estate, Private Equity, Equity Research
Education
CFA Institute 2000 — 2002
CFA Charter
The University of British Columbia 1992 — 1995
Bachelor of Commerce, Finance
Linda Dao Linda Dao's SEI Investments Experience May 2004 - November 2005
Job Manager, Global Branded Rx Sourcing at AmerisourceBergen
Industry Hospital & Health Care
Experience
AmerisourceBergen September 2014 - Present
CrossFit Inspire November 2012 - December 2014
AmerisourceBergen March 2013 - September 2014
AmerisourceBergen January 2011 - March 2013
AmerisourceBergen July 2006 - January 2011
AmerisourceBergen November 2005 - July 2006
SEI Investments May 2004 - November 2005
Skills
Cross-functional Team..., Program Management, Marketing, Account Management, Budgets, Business Analysis, Competitive Analysis, Customer Service, Event Management, Forecasting, Fundraising, Leadership, Management, Manufacturing, Marketing Management, Marketing Strategy, Press Releases, Process Improvement, Project Management, Sales, Strategy, Strategic Planning, Teamwork, Time Management, Trade Shows
Education
University of Houston 2002 — 2004
Bachelors of Business Administration, Finance, Marketing
The University of Texas at Austin
Bachelor's degree
AmerisourceBergen September 2014 - Present
CrossFit Inspire November 2012 - December 2014
AmerisourceBergen March 2013 - September 2014
AmerisourceBergen January 2011 - March 2013
AmerisourceBergen July 2006 - January 2011
AmerisourceBergen November 2005 - July 2006
SEI Investments May 2004 - November 2005
Skills
Cross-functional Team..., Program Management, Marketing, Account Management, Budgets, Business Analysis, Competitive Analysis, Customer Service, Event Management, Forecasting, Fundraising, Leadership, Management, Manufacturing, Marketing Management, Marketing Strategy, Press Releases, Process Improvement, Project Management, Sales, Strategy, Strategic Planning, Teamwork, Time Management, Trade Shows
Education
University of Houston 2002 — 2004
Bachelors of Business Administration, Finance, Marketing
The University of Texas at Austin
Bachelor's degree
Sofia Rosala Sofia Rosala's SEI Investments Experience September 1998 - June 2008
Job
Industry Investment Management
Experience
Aberdeen Asset Management July 2012 - Present
Vertex Inc. April 2011 - July 2012
Morgan, Lewis & Bockius LLP June 2008 - April 2011
SEI Investments September 1998 - June 2008
Education
Temple University - James E. Beasley School of Law 1995 — 1998
Juris Doctorate
University of Pennsylvania 1991 — 1995
B.A.
Aberdeen Asset Management July 2012 - Present
Vertex Inc. April 2011 - July 2012
Morgan, Lewis & Bockius LLP June 2008 - April 2011
SEI Investments September 1998 - June 2008
Education
Temple University - James E. Beasley School of Law 1995 — 1998
Juris Doctorate
University of Pennsylvania 1991 — 1995
B.A.
Verne Marble, CIMA®, AIF®'s SEI Investments Experience January 2007 - October 2007
Job Senior Vice President and National Sales Manager Advisory, LPL Financial
Industry Financial Services
Experience
LPL Financial November 2007 - Present
SEI Investments January 2007 - October 2007
SEI Investments January 2003 - December 2006
SEI Investments January 1997 - December 2006
U.S. Navy Reserve January 1995 - January 1998
U.S. Navy July 1988 - May 1994
Skills
Mutual Funds, Asset Managment, Investments, Asset Management
Education
University of Kentucky 1984 — 1988
BBA, Marketing
LPL Financial November 2007 - Present
SEI Investments January 2007 - October 2007
SEI Investments January 2003 - December 2006
SEI Investments January 1997 - December 2006
U.S. Navy Reserve January 1995 - January 1998
U.S. Navy July 1988 - May 1994
Skills
Mutual Funds, Asset Managment, Investments, Asset Management
Education
University of Kentucky 1984 — 1988
BBA, Marketing
Paul Colasanto Paul Colasanto's SEI Investments Experience January 2008 - August 2009
Job Consulting Actuary at LTCG
Industry Insurance
Experience
LTCG January 2015 - Present
Towers Watson November 2012 - December 2014
DaVinci Consulting Group November 2009 - November 2012
SEI Investments January 2008 - August 2009
Milliman September 1999 - January 2008
Skills
Actuarial Science, Actuarial Consulting, Risk Management, Insurance, Health Insurance
Education
University of Pittsburgh 1995 — 1999
B.S., Mathematics
LTCG January 2015 - Present
Towers Watson November 2012 - December 2014
DaVinci Consulting Group November 2009 - November 2012
SEI Investments January 2008 - August 2009
Milliman September 1999 - January 2008
Skills
Actuarial Science, Actuarial Consulting, Risk Management, Insurance, Health Insurance
Education
University of Pittsburgh 1995 — 1999
B.S., Mathematics
Brian McEvily Brian McEvily's SEI Investments Experience January 2007 - September 2007
Job Corporate Retail Finance at GE Capital
Industry Banking
Experience
GE Capital July 2013 - Present
GE Capital July 2011 - July 2013
University of Notre Dame May 2010 - July 2011
SEI October 2007 - May 2010
Ursinus College September 2006 - May 2010
SEI Investments January 2007 - September 2007
Skills
Financial Analysis, Financial Modeling, Process Improvement, Training, Business Strategy, Corporate Finance, Finance, Sales, Loans, Investments
Education
University of Notre Dame - Mendoza College of Business 2010 — 2011
MBA, Finance & Investments
Ursinus College 2002 — 2006
BA, Business & Economics
GE Capital July 2013 - Present
GE Capital July 2011 - July 2013
University of Notre Dame May 2010 - July 2011
SEI October 2007 - May 2010
Ursinus College September 2006 - May 2010
SEI Investments January 2007 - September 2007
Skills
Financial Analysis, Financial Modeling, Process Improvement, Training, Business Strategy, Corporate Finance, Finance, Sales, Loans, Investments
Education
University of Notre Dame - Mendoza College of Business 2010 — 2011
MBA, Finance & Investments
Ursinus College 2002 — 2006
BA, Business & Economics
Alec Knight Alec Knight's SEI Investments Experience 1998 - 2008
Job VP, Partnership Development at New England College of Business and Finance
Industry Education Management
Experience
New England College of Business and Finance 2009 - Present
SEI Investments 1998 - 2008
U.S. Coast Guard 1992 - 1998
Skills
Higher Education..., Mutual Funds, Separately Managed..., Executive Level Selling, National Account..., Miller Heiman, Professional..., Financial Advisory, Series 65, Series 7, Partnership Development, New Business Development, Wealth Management, College Recruiting, College Relations, Military Experience, Online Training, E-learning, Retail Brokerage, Trust Services, Sailing, Boating, Higher Education
Education
Merrimack College 2007 — 2008
Post Grad Certificate, Financial Planning
Troy University 1997 — 1998
MS, Management
US Coast Guard Academy 1988 — 1992
BS, Management
James B. Conant High School
New England College of Business and Finance 2009 - Present
SEI Investments 1998 - 2008
U.S. Coast Guard 1992 - 1998
Skills
Higher Education..., Mutual Funds, Separately Managed..., Executive Level Selling, National Account..., Miller Heiman, Professional..., Financial Advisory, Series 65, Series 7, Partnership Development, New Business Development, Wealth Management, College Recruiting, College Relations, Military Experience, Online Training, E-learning, Retail Brokerage, Trust Services, Sailing, Boating, Higher Education
Education
Merrimack College 2007 — 2008
Post Grad Certificate, Financial Planning
Troy University 1997 — 1998
MS, Management
US Coast Guard Academy 1988 — 1992
BS, Management
James B. Conant High School
Natalie Corrado's SEI Investments Experience June 2006 - June 2007
Job Cash Associate at Blackrock
Industry Financial Services
Experience
Blackrock March 2013 - Present
BlackRock June 2010 - March 2013
BNP Paribas June 2007 - June 2010
SEI Investments June 2006 - June 2007
Education
University of Pittsburgh 2002 — 2006
Bachelor of Arts, Economics & Communication
Blackrock March 2013 - Present
BlackRock June 2010 - March 2013
BNP Paribas June 2007 - June 2010
SEI Investments June 2006 - June 2007
Education
University of Pittsburgh 2002 — 2006
Bachelor of Arts, Economics & Communication
Renaud Pelletier Renaud Pelletier's SEI Investments Experience 1996 - 1997
Job Chief Financial Officer at Finiti Media
Industry Financial Services
Experience
Finiti Media April 2015 - Present
Independent Strategic Advisor October 2014 - Present
The PrinceRidge Group April 2011 - October 2014
Mar Vista Entertainment, Inc. May 2009 - March 2011
Banc of America Securities April 2007 - April 2009
Dresdner Kleinwort January 2001 - January 2007
Wasserstein Perella July 1998 - January 2001
SEI Investments 1996 - 1997
Skills
Investment Banking, Financial Modeling, Capital Markets, Mergers & Acquisitions, Valuation, Analysis, Strategic Financial..., Private Equity, Hedge Funds, Due Diligence, Alternative Investments, Financial Analysis, Portfolio Management
Education
University of Pennsylvania - The Wharton School 1994 — 1998
BA / BS, Huntsman Program in International Studies & Business
Trinity High School 1990 — 1994
Buckley School 1981 — 1990
Finiti Media April 2015 - Present
Independent Strategic Advisor October 2014 - Present
The PrinceRidge Group April 2011 - October 2014
Mar Vista Entertainment, Inc. May 2009 - March 2011
Banc of America Securities April 2007 - April 2009
Dresdner Kleinwort January 2001 - January 2007
Wasserstein Perella July 1998 - January 2001
SEI Investments 1996 - 1997
Skills
Investment Banking, Financial Modeling, Capital Markets, Mergers & Acquisitions, Valuation, Analysis, Strategic Financial..., Private Equity, Hedge Funds, Due Diligence, Alternative Investments, Financial Analysis, Portfolio Management
Education
University of Pennsylvania - The Wharton School 1994 — 1998
BA / BS, Huntsman Program in International Studies & Business
Trinity High School 1990 — 1994
Buckley School 1981 — 1990
John Watilo John Watilo's SEI Investments Experience May 1988 - February 1996
Job Software Development Principal
Industry Computer Software
Experience
Sabre Holdings July 1997 - Present
Fritolay February 1996 - July 1997
SEI Investments May 1988 - February 1996
National FSi September 1985 - May 1988
Skills
Software Development, Agile Methodologies, XML, Linux, Web Services, Subversion, Spring, SOA, SQL, Java, Unix, Scrum, SDLC, Eclipse, C++, C, Unix Shell Scripting, Visual Studio, Command & Control, Music, Music Production, Music Publishing, Songwriting, Studio Recording, Song Production, Performing, Praise & Worship, Bass Guitar, Vocals, Piano, Keyboards, Drum Programming, Guitar
Education
University of North Texas 2002 — 2012
B.S., Computer Science
Missouri Western State College 1981 — 1982
Music Education
Maple Woods Community College 1981 — 1981
General Studies
Oak Park High School 1978 — 1981
Sabre Holdings July 1997 - Present
Fritolay February 1996 - July 1997
SEI Investments May 1988 - February 1996
National FSi September 1985 - May 1988
Skills
Software Development, Agile Methodologies, XML, Linux, Web Services, Subversion, Spring, SOA, SQL, Java, Unix, Scrum, SDLC, Eclipse, C++, C, Unix Shell Scripting, Visual Studio, Command & Control, Music, Music Production, Music Publishing, Songwriting, Studio Recording, Song Production, Performing, Praise & Worship, Bass Guitar, Vocals, Piano, Keyboards, Drum Programming, Guitar
Education
University of North Texas 2002 — 2012
B.S., Computer Science
Missouri Western State College 1981 — 1982
Music Education
Maple Woods Community College 1981 — 1981
General Studies
Oak Park High School 1978 — 1981
Vik Khasat Vik Khasat's SEI Investments Experience August 2010 - December 2013
Job Relationship Manager at SEI
Industry Investment Management
Experience
SEI January 2014 - Present
SEI Investments August 2010 - December 2013
JPMorgan Chase 2009 - 2009
JPMorgan Chase 2008 - 2008
Rivera Business Consulting 2008 - 2008
WSFS Bank June 2007 - August 2007
ING DIRECT June 2006 - August 2006
Education
University of Delaware - Lerner College of Business and Economics
BS, Finance & Economics & International Business
SEI January 2014 - Present
SEI Investments August 2010 - December 2013
JPMorgan Chase 2009 - 2009
JPMorgan Chase 2008 - 2008
Rivera Business Consulting 2008 - 2008
WSFS Bank June 2007 - August 2007
ING DIRECT June 2006 - August 2006
Education
University of Delaware - Lerner College of Business and Economics
BS, Finance & Economics & International Business
Chris La Marca Chris La Marca's SEI Investments Experience January 2008 - February 2012
Job Managing Director, Institutional Client Solutions at Pentegra
Industry Financial Services
Experience
Pentegra Group January 2015 - Present
PFM Asset Management March 2012 - December 2014
SEI Investments January 2008 - February 2012
Commerce Capital Markets 2003 - 2008
United States Marine Corps May 1993 - May 1997
Skills
US Healthcare /..., Outsourced Chief..., Investment Management, Risk Management, Treasury Management, Asset Managment, Portfolio Management, Investment Strategies, Credit Analysis, Joint Ventures, Asset Allocation, Alternative Investments, Financial Modeling, Sustainable Spending..., Relationship Building &..., Execution of Business..., Mergers, Valuation Analysis, Municipal/Tax Exempt..., Series 7, Business Development..., Asset/Liability Analysis, Mergers & Acquisitions, Valuation, Investments, Investment Banking, Bonds, Fixed Income, Pensions, Capital Markets, Corporate Finance, Financial Analysis, Relationship Management, Finance
Education
University of Oklahoma - Price College of Business 1991 — 1996
BBA, Economics, Finance
Pentegra Group January 2015 - Present
PFM Asset Management March 2012 - December 2014
SEI Investments January 2008 - February 2012
Commerce Capital Markets 2003 - 2008
United States Marine Corps May 1993 - May 1997
Skills
US Healthcare /..., Outsourced Chief..., Investment Management, Risk Management, Treasury Management, Asset Managment, Portfolio Management, Investment Strategies, Credit Analysis, Joint Ventures, Asset Allocation, Alternative Investments, Financial Modeling, Sustainable Spending..., Relationship Building &..., Execution of Business..., Mergers, Valuation Analysis, Municipal/Tax Exempt..., Series 7, Business Development..., Asset/Liability Analysis, Mergers & Acquisitions, Valuation, Investments, Investment Banking, Bonds, Fixed Income, Pensions, Capital Markets, Corporate Finance, Financial Analysis, Relationship Management, Finance
Education
University of Oklahoma - Price College of Business 1991 — 1996
BBA, Economics, Finance
Jim Raymond, CPA Jim Raymond, CPA's SEI Investments Experience 2001 - 2005
Job Managing Director at KPMG
Industry Financial Services
Experience
KPMG August 2011 - Present
Ernst & Young 2006 - August 2011
SEI Investments 2001 - 2005
Deloitte & Touche 1995 - 1999
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
MBA, Finance
Widener University 1993 — 1995
M.S., Tax
University of Delaware 1989 — 1993
BS, Accounting & Finance
KPMG August 2011 - Present
Ernst & Young 2006 - August 2011
SEI Investments 2001 - 2005
Deloitte & Touche 1995 - 1999
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
MBA, Finance
Widener University 1993 — 1995
M.S., Tax
University of Delaware 1989 — 1993
BS, Accounting & Finance
Travis Van Scoy Travis Van Scoy's SEI Investments Experience 1995 - 2004
Job Customer Relations | Operations | Corporate StoryTelling
Industry Nonprofit Organization Management
Experience
Visual Technology 2009 - Present
SEI Investments 1995 - 2004
Security Trust Company September 1983 - May 1995
Education
University of Maryland College Park 1979 — 1984
Visual Technology 2009 - Present
SEI Investments 1995 - 2004
Security Trust Company September 1983 - May 1995
Education
University of Maryland College Park 1979 — 1984
Gordon Carpenter Gordon Carpenter's SEI Investments Experience November 1983 - January 2000
Job Certified Financial Planner® at Yellowstone Partners
Industry Financial Services
Experience
Yellowstone Partners January 2015 - Present
Centennial Investment Advisors January 2001 - December 2014
SEI Investments November 1983 - January 2000
Lockheed Martin March 1971 - October 1983
Skills
Investments
Education
University of San Francisco 1981 — 1984
BS, Org Behavior
Yellowstone Partners January 2015 - Present
Centennial Investment Advisors January 2001 - December 2014
SEI Investments November 1983 - January 2000
Lockheed Martin March 1971 - October 1983
Skills
Investments
Education
University of San Francisco 1981 — 1984
BS, Org Behavior
Jonvieve Grist's SEI Investments Experience February 1999 - January 2000
Job Web Designer and Information Architect
Industry Computer Software
Experience
Techsettings Campaigns 2010 - Present
ASAP Products LLC. 2010 - Present
SWCS Systems 2011 - October 2011
Square Sail Shipyard Limited February 2006 - September 2007
Ticketmaster Entertainment June 2003 - February 2006
Self Employed contractor January 2002 - June 2003
Chyron May 2000 - July 2001
SEI Investments February 1999 - January 2000
Digital Culture Stream Magazine January 1997 - January 1998
Mixed Media Works January 1996 - January 1998
Skills
MySQL, JavaScript, XML, AJAX, Programming, Linux, Server Architecture, Application Architecture, Subversion, PHP, Object Oriented Design, HTML, CSS, Apache, Software Development, Unix, HTML5, Software Engineering, OOP, Web Applications, Eclipse, iPhone, Cocoa, WebKit, Android, Mobile Applications, Open Source, JSON, HTML 5
Education
The University of the Arts 1998 — 1999
BFA Multimedia, Multimedia
Techsettings Campaigns 2010 - Present
ASAP Products LLC. 2010 - Present
SWCS Systems 2011 - October 2011
Square Sail Shipyard Limited February 2006 - September 2007
Ticketmaster Entertainment June 2003 - February 2006
Self Employed contractor January 2002 - June 2003
Chyron May 2000 - July 2001
SEI Investments February 1999 - January 2000
Digital Culture Stream Magazine January 1997 - January 1998
Mixed Media Works January 1996 - January 1998
Skills
MySQL, JavaScript, XML, AJAX, Programming, Linux, Server Architecture, Application Architecture, Subversion, PHP, Object Oriented Design, HTML, CSS, Apache, Software Development, Unix, HTML5, Software Engineering, OOP, Web Applications, Eclipse, iPhone, Cocoa, WebKit, Android, Mobile Applications, Open Source, JSON, HTML 5
Education
The University of the Arts 1998 — 1999
BFA Multimedia, Multimedia
Donna Jensen Donna Jensen's SEI Investments Experience 2004 - 2005
Job Product/Process Trainer, Sr at FIS Fidelity Information Services
Industry Information Technology and Services
Experience
FIS - Fidelity Information Services July 2006 - Present
SEI Investments 2004 - 2005
Burr Oak Group 1996 - 2003
Skills
Private Wealth..., Operations Management, Customer Relations, Analysis, Microsoft Office, Process Improvement, Compliance, Budgeting, Banking, Training, Family Office Management, Management, Software Documentation, Leadership, Financial Services, Team Leadership, Customer Service, Business Analysis, Asset Management, Portfolio Management, Risk Management, Wealth Management, Investments
Education
University of Minnesota-Twin Cities 1996 — 2012
Business Administration and Management, General
FIS - Fidelity Information Services July 2006 - Present
SEI Investments 2004 - 2005
Burr Oak Group 1996 - 2003
Skills
Private Wealth..., Operations Management, Customer Relations, Analysis, Microsoft Office, Process Improvement, Compliance, Budgeting, Banking, Training, Family Office Management, Management, Software Documentation, Leadership, Financial Services, Team Leadership, Customer Service, Business Analysis, Asset Management, Portfolio Management, Risk Management, Wealth Management, Investments
Education
University of Minnesota-Twin Cities 1996 — 2012
Business Administration and Management, General
Robert Mansk's SEI Investments Experience 2004 - March 2009
Job
Industry Information Technology and Services
Experience
Robert Mansk Consulting July 1992 - Present
Vertex Inc. February 2013 - Present
De Lage Landen August 2010 - January 2013
PJM Interconnection March 2009 - June 2010
SEI Investments 2004 - March 2009
BankOne 2002 - 2004
Enerwise 1998 - 2002
Enerwise Global Technologies 1998 - 2002
Conectiv Energy 1999 - 2001
Bentley Systems 1996 - 1999
Skills
Data Warehousing, SDLC, Business Analysis, Oracle, ETL, PL/SQL, Requirements Analysis, Data Modeling, Business Intelligence, DB2, Data Architecture, Consulting
Education
University of Delaware 1981 — 1983
MS, Computer and Information Sciences
University of Delaware 1976 — 1980
BS, Economics
University of Delaware - Lerner College of Business and Economics 1976 — 1980
BS, Economics
Robert Mansk Consulting July 1992 - Present
Vertex Inc. February 2013 - Present
De Lage Landen August 2010 - January 2013
PJM Interconnection March 2009 - June 2010
SEI Investments 2004 - March 2009
BankOne 2002 - 2004
Enerwise 1998 - 2002
Enerwise Global Technologies 1998 - 2002
Conectiv Energy 1999 - 2001
Bentley Systems 1996 - 1999
Skills
Data Warehousing, SDLC, Business Analysis, Oracle, ETL, PL/SQL, Requirements Analysis, Data Modeling, Business Intelligence, DB2, Data Architecture, Consulting
Education
University of Delaware 1981 — 1983
MS, Computer and Information Sciences
University of Delaware 1976 — 1980
BS, Economics
University of Delaware - Lerner College of Business and Economics 1976 — 1980
BS, Economics
Babatunde Adesina's SEI Investments Experience June 2005 - September 2008
Job
Industry Investment Banking
Experience
TwoFour April 2015 - Present
Citi February 2012 - December 2014
Barclays Capital June 2011 - February 2012
AIG - Financial Products March 2011 - April 2011
Credit Suisse September 2008 - March 2011
Oakbrook Solutions June 2005 - September 2008
SEI Investments June 2005 - September 2008
Comdirect (UK) Limited May 2004 - May 2005
Deutsche Bank Frankfurt February 2002 - December 2003
EUROPEAN TRANSACTION BANK AG (ETB) FRANKFURT, GERMANY. November 1999 - November 2001
Skills
Project Management, Business Analysis, Requirements Analysis, Equities, Change Management, Back Office, Investment Banking, Portfolio Management, Software Project..., Capital Markets, Fixed Income, Derivatives, Business Requirements, User Acceptance Testing, Corporate Actions, Securities, Middle Office, Asset Managment, FX Options, Business Process, Strategy, Asset Management, Strategic Planning, Program Implementation
Education
University of East London 1993 — 1996
BA(Hons)
FGC Ogbomosho
TwoFour April 2015 - Present
Citi February 2012 - December 2014
Barclays Capital June 2011 - February 2012
AIG - Financial Products March 2011 - April 2011
Credit Suisse September 2008 - March 2011
Oakbrook Solutions June 2005 - September 2008
SEI Investments June 2005 - September 2008
Comdirect (UK) Limited May 2004 - May 2005
Deutsche Bank Frankfurt February 2002 - December 2003
EUROPEAN TRANSACTION BANK AG (ETB) FRANKFURT, GERMANY. November 1999 - November 2001
Skills
Project Management, Business Analysis, Requirements Analysis, Equities, Change Management, Back Office, Investment Banking, Portfolio Management, Software Project..., Capital Markets, Fixed Income, Derivatives, Business Requirements, User Acceptance Testing, Corporate Actions, Securities, Middle Office, Asset Managment, FX Options, Business Process, Strategy, Asset Management, Strategic Planning, Program Implementation
Education
University of East London 1993 — 1996
BA(Hons)
FGC Ogbomosho
Jennifer Shur's SEI Investments Experience 1999 - 2004
Job Corporate Event Planner at Hamilton Lane
Industry Events Services
Experience
Hamilton Lane March 2015 - Present
The Event Shoppe August 2007 - Present
SPW Productions 2008 - February 2015
160over90 2014 - 2014
World Cafe Live 2004 - 2007
SEI Investments 1999 - 2004
Skills
Event Planning, Corporate Events, Event Management, Management, Marketing, Meeting Planning, Project Planning, Public Relations, Customer Service, Marketing Communications, Advertising, Sales, Social Media, Marketing Strategy, Social Networking
Education
University of Maryland College Park 1991 — 1995
Hamilton Lane March 2015 - Present
The Event Shoppe August 2007 - Present
SPW Productions 2008 - February 2015
160over90 2014 - 2014
World Cafe Live 2004 - 2007
SEI Investments 1999 - 2004
Skills
Event Planning, Corporate Events, Event Management, Management, Marketing, Meeting Planning, Project Planning, Public Relations, Customer Service, Marketing Communications, Advertising, Sales, Social Media, Marketing Strategy, Social Networking
Education
University of Maryland College Park 1991 — 1995
Jo Park's SEI Investments Experience May 2007 - January 2009
Job Manager SAP Hosting Services at Pfizer Pharmaceuticals
Industry Pharmaceuticals
Experience
Pfizer Pharmaceuticals March 2010 - Present
Pfizer October 2009 - March 2010
Wyeth Pharmaceuticals February 2009 - October 2009
SEI Investments May 2007 - January 2009
Wyeth Pharmaceuticals February 2001 - May 2007
Devereux Foundation January 2000 - February 2001
SmithKline Beecham February 1996 - December 1999
Skills
HP-UX, AIX, IBM pSeries, IBM Power, DLPAR, VIOS, LPAR, HACMP, Cluster, Solaris, Red Hat Linux, High Availability, Hardware, Unix, Brocade, Storage Area Networks, NAS, SAN, Disaster Recovery, ITIL, Apache, Performance Tuning, Linux, Oracle RAC, Veritas Cluster Server, SAP, Enterprise Architecture, ZFS, NetApp, Veritas Volume Manager, Tomcat, VMware, Weblogic, Unix Shell Scripting, Sun Cluster
Education
University of Pennsylvania 1991 — 1995
BA, Mathematics
Moorestown Friends School 1988 — 1991
High School
Pfizer Pharmaceuticals March 2010 - Present
Pfizer October 2009 - March 2010
Wyeth Pharmaceuticals February 2009 - October 2009
SEI Investments May 2007 - January 2009
Wyeth Pharmaceuticals February 2001 - May 2007
Devereux Foundation January 2000 - February 2001
SmithKline Beecham February 1996 - December 1999
Skills
HP-UX, AIX, IBM pSeries, IBM Power, DLPAR, VIOS, LPAR, HACMP, Cluster, Solaris, Red Hat Linux, High Availability, Hardware, Unix, Brocade, Storage Area Networks, NAS, SAN, Disaster Recovery, ITIL, Apache, Performance Tuning, Linux, Oracle RAC, Veritas Cluster Server, SAP, Enterprise Architecture, ZFS, NetApp, Veritas Volume Manager, Tomcat, VMware, Weblogic, Unix Shell Scripting, Sun Cluster
Education
University of Pennsylvania 1991 — 1995
BA, Mathematics
Moorestown Friends School 1988 — 1991
High School
Cal Quinn's SEI Investments Experience 2004 - 2006
Job Managing Director, CFO at Drexel Hamilton, LLC
Industry Financial Services
Experience
Drexel Hamilton, LLC 2010 - Present
CorePROFIT Solutions, Inc. 2006 - 2009
SEI 2004 - 2006
SEI Investments 2004 - 2006
UNX 2002 - 2004
Education
United States Naval Academy 1993 — 1997
Drexel Hamilton, LLC 2010 - Present
CorePROFIT Solutions, Inc. 2006 - 2009
SEI 2004 - 2006
SEI Investments 2004 - 2006
UNX 2002 - 2004
Education
United States Naval Academy 1993 — 1997
Jaiganesh Vaidyalingam's SEI Investments Experience October 2004 - June 2014
Job Application Development Lead at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group July 2014 - Present
SEI Investments October 2004 - June 2014
JP Mobile June 2003 - November 2004
University of Texas at Arlington May 2001 - May 2003
Skills
Algorithms, Agile Methodologies, Software Development, Software Project..., SDLC
Education
The University of Texas at Arlington 2000 — 2003
MS, EE
SRM Engineering College
BE, EEE
Lincoln Financial Group July 2014 - Present
SEI Investments October 2004 - June 2014
JP Mobile June 2003 - November 2004
University of Texas at Arlington May 2001 - May 2003
Skills
Algorithms, Agile Methodologies, Software Development, Software Project..., SDLC
Education
The University of Texas at Arlington 2000 — 2003
MS, EE
SRM Engineering College
BE, EEE
Audrey Berg-Clothier's SEI Investments Experience 2003 - November 2009
Job Multinational Business Development Executive
Industry Financial Services
Experience
Strategic Assessments / Business Development February 2011 - Present
SEI Investments 2003 - November 2009
The Citibank Private Bank 1990 - 1994
Braxton Associates 1986 - 1988
Skills
Foreign Languages, Strategic Planning, Relationship Management, Public Speaking, Latin American Business, Asset Managment, Spinal Cord Injury, Project Coordination, Global Strategy, Venture Capital, Emerging Markets, Financial Analysis, New Business Development, Market Research, Portfolio Management, Strategic Partnerships, Investments, Risk Management, Capital Markets, Asset Management, Wealth Management, Spanish, Latin America, Private Equity, Management, Derivatives, Outsourcing, Fund Of Funds, Executive Management, Business Development, Business Planning, Finance, Financial Services, Alternative Investments
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA/MA, Lauder Institute - Portuguese
University of Massachusetts Boston 1982 — 1986
BA, Economics, German
Northlands School, Buenos Aires, Argentina
University of Pennsylvania - The Lauder Institute
University of Pennsylvania - The Lauder Institute
University of Pennsylvania - The Lauder Institute
University of Pennsylvania - The Lauder Institute
University of Pennsylvania - The Lauder Institute
Strategic Assessments / Business Development February 2011 - Present
SEI Investments 2003 - November 2009
The Citibank Private Bank 1990 - 1994
Braxton Associates 1986 - 1988
Skills
Foreign Languages, Strategic Planning, Relationship Management, Public Speaking, Latin American Business, Asset Managment, Spinal Cord Injury, Project Coordination, Global Strategy, Venture Capital, Emerging Markets, Financial Analysis, New Business Development, Market Research, Portfolio Management, Strategic Partnerships, Investments, Risk Management, Capital Markets, Asset Management, Wealth Management, Spanish, Latin America, Private Equity, Management, Derivatives, Outsourcing, Fund Of Funds, Executive Management, Business Development, Business Planning, Finance, Financial Services, Alternative Investments
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA/MA, Lauder Institute - Portuguese
University of Massachusetts Boston 1982 — 1986
BA, Economics, German
Northlands School, Buenos Aires, Argentina
University of Pennsylvania - The Lauder Institute
University of Pennsylvania - The Lauder Institute
University of Pennsylvania - The Lauder Institute
University of Pennsylvania - The Lauder Institute
University of Pennsylvania - The Lauder Institute
Alfonso (AV) Cancelmo's SEI Investments Experience December 2010 - April 2013
Job Investment Data Analyst at SEI
Industry Financial Services
Experience
SEI April 2014 - Present
SEI April 2013 - April 2014
SEI Investments December 2010 - April 2013
SEI Investments March 2008 - December 2010
SEI July 2006 - February 2008
Skills
Mutual Funds, Fund Accounting, Fund Administration, Securities, Equities, Bloomberg, Fixed Income, Derivatives, Bloomberg Terminal, SEC filings, Asset Management, ETFs, Relationship Management, Swaps, NAV, Bonds, Options, FX Options, Management, Operations Management, Project Management, Microsoft Excel, Financial Audits
Education
University of Delaware - Lerner College of Business and Economics 2001 — 2006
BS
SEI April 2014 - Present
SEI April 2013 - April 2014
SEI Investments December 2010 - April 2013
SEI Investments March 2008 - December 2010
SEI July 2006 - February 2008
Skills
Mutual Funds, Fund Accounting, Fund Administration, Securities, Equities, Bloomberg, Fixed Income, Derivatives, Bloomberg Terminal, SEC filings, Asset Management, ETFs, Relationship Management, Swaps, NAV, Bonds, Options, FX Options, Management, Operations Management, Project Management, Microsoft Excel, Financial Audits
Education
University of Delaware - Lerner College of Business and Economics 2001 — 2006
BS
Francis Herman's SEI Investments Experience May 1977 - December 1993
Job Retired
Industry Computer Software
Experience
Retired and enjoying time to pursue personal interests and family November 2011 - Present
Oakbrook Solutions April 2008 - November 2011
SunGard May 2000 - February 2007
Fidelity Investments/Advisor Technologies February 1995 - February 2000
SEI Investments May 1977 - December 1993
Skills
Sales, Financial Services, Account Management, Strategic Planning, Strategy, Project Management, CRM, Management, Contract Negotiation, Consulting, Banking
Education
Wright State University 1973 — 1976
MBA, Finance
University of Cincinnati 1967 — 1971
BBA, Managerial Economics
Retired and enjoying time to pursue personal interests and family November 2011 - Present
Oakbrook Solutions April 2008 - November 2011
SunGard May 2000 - February 2007
Fidelity Investments/Advisor Technologies February 1995 - February 2000
SEI Investments May 1977 - December 1993
Skills
Sales, Financial Services, Account Management, Strategic Planning, Strategy, Project Management, CRM, Management, Contract Negotiation, Consulting, Banking
Education
Wright State University 1973 — 1976
MBA, Finance
University of Cincinnati 1967 — 1971
BBA, Managerial Economics
Kristen Jennings's SEI Investments Experience November 2004 - November 2012
Job Business Systems Analyst at Vertex Inc.
Industry Financial Services
Experience
Vertex Inc. December 2012 - Present
The Judge Group November 2004 - November 2012
SEI Investments November 2004 - November 2012
Cadient Group April 2004 - October 2004
Sanchez Computer Associates April 2000 - April 2004
The Vanguard Group 1991 - 2000
Vanguard 1991 - 2000
Skills
Financial Services, Requirements Gathering, Business Analysis, Software Project..., Requirements Analysis, Process Improvement, SDLC, Business Requirements, Business Process..., Vendor Management, Enterprise Software, User Acceptance Testing, Business Process, Visio
Education
University of Delaware 1988 — 1991
Bachelor of Science (B.S.), Finance, General
Conestoga HIgh School 1982 — 1986
High School
Vertex Inc. December 2012 - Present
The Judge Group November 2004 - November 2012
SEI Investments November 2004 - November 2012
Cadient Group April 2004 - October 2004
Sanchez Computer Associates April 2000 - April 2004
The Vanguard Group 1991 - 2000
Vanguard 1991 - 2000
Skills
Financial Services, Requirements Gathering, Business Analysis, Software Project..., Requirements Analysis, Process Improvement, SDLC, Business Requirements, Business Process..., Vendor Management, Enterprise Software, User Acceptance Testing, Business Process, Visio
Education
University of Delaware 1988 — 1991
Bachelor of Science (B.S.), Finance, General
Conestoga HIgh School 1982 — 1986
High School
Ada Chaverri's SEI Investments Experience 2006 - Present
Job Development Manager at SEI Investments
Industry Information Technology and Services
Experience
SEI Investments 2006 - Present
Florida Power & Light 2002 - 2006
Nortel 1994 - 2002
Education
Universidad Autónoma de Centro América 1984 — 1987
BS, Computer Science Engineering
Project Management Program
Project Management Certification
SEI Investments 2006 - Present
Florida Power & Light 2002 - 2006
Nortel 1994 - 2002
Education
Universidad Autónoma de Centro América 1984 — 1987
BS, Computer Science Engineering
Project Management Program
Project Management Certification
Bill Jollie's SEI Investments Experience 2000 - 2005
Job Senior Vice President Operations & Investment Management at Gerstein Fisher
Industry Financial Services
Experience
Gerstein Fisher July 2011 - Present
GersteinFisher February 2006 - July 2011
SEI Private Trust Company 2000 - 2006
SEI Investments 2000 - 2005
Skills
Investments, Bloomberg, Alternative Investments, Asset Management, Portfolio Management, Financial Modeling, Fixed Income, Mutual Funds, Derivatives, Hedge Funds, Wealth Management, Valuation, Series 7, Investment Advisory, Risk Management, Equities, Financial Analysis, Asset Allocation, Investment Strategies
Education
Villanova University 2001 — 2005
Master of Business Administration (M.B.A.), Finance, General
University of Scranton 1994 — 1998
Bachelor of Science (BS), Finance, General
Gerstein Fisher July 2011 - Present
GersteinFisher February 2006 - July 2011
SEI Private Trust Company 2000 - 2006
SEI Investments 2000 - 2005
Skills
Investments, Bloomberg, Alternative Investments, Asset Management, Portfolio Management, Financial Modeling, Fixed Income, Mutual Funds, Derivatives, Hedge Funds, Wealth Management, Valuation, Series 7, Investment Advisory, Risk Management, Equities, Financial Analysis, Asset Allocation, Investment Strategies
Education
Villanova University 2001 — 2005
Master of Business Administration (M.B.A.), Finance, General
University of Scranton 1994 — 1998
Bachelor of Science (BS), Finance, General
Jeff Waite's SEI Investments Experience January 2004 - January 2005
Job Senior Data Management Business Analyst at Voya Investment Management
Industry Financial Services
Experience
Voya Investment Management May 2015 - Present
Voya Investment Management June 2013 - May 2015
SunGard Financial Systems October 2012 - June 2013
BlackRock November 2007 - October 2012
State Street February 2004 - November 2007
SEI Investments January 2004 - January 2005
Education
University of Pittsburgh 1999 — 2003
BSBA, Finance
Voya Investment Management May 2015 - Present
Voya Investment Management June 2013 - May 2015
SunGard Financial Systems October 2012 - June 2013
BlackRock November 2007 - October 2012
State Street February 2004 - November 2007
SEI Investments January 2004 - January 2005
Education
University of Pittsburgh 1999 — 2003
BSBA, Finance
Graham R. Quinn's SEI Investments Experience 2002 - 2005
Job Administrative Operations Manager with Philly311 at The City of Philadelphia
Industry Information Technology and Services
Experience
City of Philadelphia October 2012 - Present
Consultant June 2012 - September 2012
ListenLogic 2011 - May 2012
Lincoln Financial Group 2010 - 2011
Consultant 2008 - 2009
AARP May 2008 - September 2008
The Haverford Trust Company 2005 - 2007
SEI Investments 2002 - 2005
The Biking Expedition 1998 - 2001
Skills
Start-ups, CRM, Strategy, Management, Business Development, Project Management, Strategic Planning, Marketing Strategy, Leadership, Financial Analysis, Entrepreneurship, Financial Modeling, Analysis, Venture Capital, Strategic Financial..., Business Strategy, Strategic Partnerships, Project Planning, Project Finance, Financial Accounting, Consulting, Business, Small Business, Operations Management
Education
The George Washington University - School of Business 2007 — 2009
MBA, Finance and Investments
University of Colorado at Boulder 1998 — 2002
B.A., Economics and Business
University of Wollongong
Cedu High School
Friends Central School
City of Philadelphia October 2012 - Present
Consultant June 2012 - September 2012
ListenLogic 2011 - May 2012
Lincoln Financial Group 2010 - 2011
Consultant 2008 - 2009
AARP May 2008 - September 2008
The Haverford Trust Company 2005 - 2007
SEI Investments 2002 - 2005
The Biking Expedition 1998 - 2001
Skills
Start-ups, CRM, Strategy, Management, Business Development, Project Management, Strategic Planning, Marketing Strategy, Leadership, Financial Analysis, Entrepreneurship, Financial Modeling, Analysis, Venture Capital, Strategic Financial..., Business Strategy, Strategic Partnerships, Project Planning, Project Finance, Financial Accounting, Consulting, Business, Small Business, Operations Management
Education
The George Washington University - School of Business 2007 — 2009
MBA, Finance and Investments
University of Colorado at Boulder 1998 — 2002
B.A., Economics and Business
University of Wollongong
Cedu High School
Friends Central School
Marc Antosy, CFA's SEI Investments Experience February 2013 - Present
Job Senior Analyst at SEI Investments
Industry Investment Management
Experience
SEI Investments February 2013 - Present
Attalus Capital January 2008 - December 2012
Richcourt Fund Advisors January 2004 - December 2007
Ashbridge Investment Management January 2002 - December 2003
Russell/Mellon Analytical Services August 1999 - August 2001
Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Asset Managment, Bloomberg, Fixed Income, Equities, Investments, Portfolio Management, Asset Allocation, Capital Markets, Derivatives, High Yield, Bloomberg Terminal
Education
University of Pittsburgh 1995 — 1999
Bachelor of Science (B.S.), Finance
SEI Investments February 2013 - Present
Attalus Capital January 2008 - December 2012
Richcourt Fund Advisors January 2004 - December 2007
Ashbridge Investment Management January 2002 - December 2003
Russell/Mellon Analytical Services August 1999 - August 2001
Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Asset Managment, Bloomberg, Fixed Income, Equities, Investments, Portfolio Management, Asset Allocation, Capital Markets, Derivatives, High Yield, Bloomberg Terminal
Education
University of Pittsburgh 1995 — 1999
Bachelor of Science (B.S.), Finance
Andrea Cernich's SEI Investments Experience September 2001 - March 2005
Job National Director at Champions for America's Future
Industry Sporting Goods
Experience
Champions for America's Future November 2014 - Present
The Aspen Institute December 2012 - November 2014
Women's Sports Foundation January 2012 - December 2012
President's Council on Fitness, Sports & Nutrition May 2010 - December 2011
Up2Us November 2009 - May 2010
Fannie Mae September 2007 - February 2009
Sporting Goods Manufacturers Association March 2005 - September 2007
SEI Investments September 2001 - March 2005
American Bankers Association October 1993 - September 2001
Skills
Media Relations, Corporate Communications, Thought Leadership, Product Development, Public Relations, Strategic Partnerships, Strategic Communications, Strategy, Sponsorship, Marketing, Brand Management, Marketing Strategy
Education
University of Colorado Boulder 1990 — 1992
B.S., International Business
Champions for America's Future November 2014 - Present
The Aspen Institute December 2012 - November 2014
Women's Sports Foundation January 2012 - December 2012
President's Council on Fitness, Sports & Nutrition May 2010 - December 2011
Up2Us November 2009 - May 2010
Fannie Mae September 2007 - February 2009
Sporting Goods Manufacturers Association March 2005 - September 2007
SEI Investments September 2001 - March 2005
American Bankers Association October 1993 - September 2001
Skills
Media Relations, Corporate Communications, Thought Leadership, Product Development, Public Relations, Strategic Partnerships, Strategic Communications, Strategy, Sponsorship, Marketing, Brand Management, Marketing Strategy
Education
University of Colorado Boulder 1990 — 1992
B.S., International Business
Joseph Gallo's SEI Investments Experience August 2007 - April 2014
Job Senior Counsel, Lincoln Financial Group
Industry Investment Management
Experience
Lincoln Financial Group July 2014 - Present
Morgan Stanley Wealth Management April 2014 - July 2014
SEI Investments August 2007 - April 2014
ICMA-RC 2004 - 2007
U.S. Securities and Exchange Commission September 2003 - December 2003
Skills
Securities, Risk Management, Legal Research, Mutual Funds, Securities Regulation, Mergers, Legal Writing, Commercial Litigation, Corporate Governance, Due Diligence, Private Equity
Education
The Catholic University of America, Columbus School of Law 2001 — 2004
Doctor of Law (J.D.), Law
Pennsylvania State University, University Park, PA
Bachelor of Arts (B.A.)
Lincoln Financial Group July 2014 - Present
Morgan Stanley Wealth Management April 2014 - July 2014
SEI Investments August 2007 - April 2014
ICMA-RC 2004 - 2007
U.S. Securities and Exchange Commission September 2003 - December 2003
Skills
Securities, Risk Management, Legal Research, Mutual Funds, Securities Regulation, Mergers, Legal Writing, Commercial Litigation, Corporate Governance, Due Diligence, Private Equity
Education
The Catholic University of America, Columbus School of Law 2001 — 2004
Doctor of Law (J.D.), Law
Pennsylvania State University, University Park, PA
Bachelor of Arts (B.A.)
Scott Hagwood's SEI Investments Experience 1999 - 2006
Job Director at Citigroup
Industry Financial Services
Kate Besch's SEI Investments Experience 1998 - 1999
Job Attorney
Industry Law Practice
Experience
Law Office of Kathryn J. Besch April 2013 - August 2014
Bryan Cave August 2013 - February 2014
Rus, Miliband & Smith June 2009 - April 2013
Independent Contract Attorney January 2008 - June 2009
Gordon & Rees LLP May 2006 - December 2007
State Compensation Insurance Fund 2004 - 2006
Dubuque County Attorney's Office May 2001 - August 2001
MidAmerica Securities Management Co. January 2000 - December 2000
SEI Investments 1998 - 1999
Skills
Civil Litigation, Legal Research, Commercial Litigation, Legal Writing, Product Liability, Mediation, Business Litigation, Litigation, Dispute Resolution, Courts, Trials, Appeals, Corporate Law, Arbitration, Trial Practice, Intellectual Property, Personal Injury
Education
University of Iowa College of Law 1999 — 2002
J.D.
University of Notre Dame 1994 — 1998
BBA, Finance and Business Economics
Marquette High School 1990 — 1994
University of Notre Dame Australia
Sequence in International Business, International Business
Law Office of Kathryn J. Besch April 2013 - August 2014
Bryan Cave August 2013 - February 2014
Rus, Miliband & Smith June 2009 - April 2013
Independent Contract Attorney January 2008 - June 2009
Gordon & Rees LLP May 2006 - December 2007
State Compensation Insurance Fund 2004 - 2006
Dubuque County Attorney's Office May 2001 - August 2001
MidAmerica Securities Management Co. January 2000 - December 2000
SEI Investments 1998 - 1999
Skills
Civil Litigation, Legal Research, Commercial Litigation, Legal Writing, Product Liability, Mediation, Business Litigation, Litigation, Dispute Resolution, Courts, Trials, Appeals, Corporate Law, Arbitration, Trial Practice, Intellectual Property, Personal Injury
Education
University of Iowa College of Law 1999 — 2002
J.D.
University of Notre Dame 1994 — 1998
BBA, Finance and Business Economics
Marquette High School 1990 — 1994
University of Notre Dame Australia
Sequence in International Business, International Business
Meredith Moore's SEI Investments Experience January 2007 - May 2007
Job Analyst, US PFG Healthcare
Industry Financial Services
Experience
Moody's Investors Service February 2015 - Present
Moody's Investors Service March 2013 - Present
Moody's Investors Service July 2011 - Present
Moody's Investors Service January 2010 - October 2011
Comcast July 2007 - January 2010
SEI Investments January 2007 - May 2007
Skills
Financial Modeling, Financial Analysis, Strategic Financial..., Financial Reporting, Financial Services, Corporate Finance, Corporate Strategy..., Project Management, Project Planning, Analysis
Education
University of Kansas 2002 — 2006
Bachelor of Arts, Economics
Shaker Heights High School 1998 — 2002
Moody's Investors Service February 2015 - Present
Moody's Investors Service March 2013 - Present
Moody's Investors Service July 2011 - Present
Moody's Investors Service January 2010 - October 2011
Comcast July 2007 - January 2010
SEI Investments January 2007 - May 2007
Skills
Financial Modeling, Financial Analysis, Strategic Financial..., Financial Reporting, Financial Services, Corporate Finance, Corporate Strategy..., Project Management, Project Planning, Analysis
Education
University of Kansas 2002 — 2006
Bachelor of Arts, Economics
Shaker Heights High School 1998 — 2002
Praveen K. Makhija's SEI Investments Experience 2005 - 2007
Job Business Systems Architect
Industry Financial Services
Experience
WU October 2007 - Present
SEI Investments 2005 - 2007
Tata Consultancy Services 1996 - 2007
Skills
Payment Systems, Solution Architecture, Enterprise Architecture, Agile Methodologies, Wealth Management, Wholesale Banking, SOA, IT Strategy, PMP, ITIL v3 Foundations..., SWIFT messaging, Retail, Payment Cards, PCI Standards, Vendor Management
Education
University of Mumbai 1992 — 1996
Bachelor's degree, Electronics and Telecommunication Engineering
Miss hill sc
WU October 2007 - Present
SEI Investments 2005 - 2007
Tata Consultancy Services 1996 - 2007
Skills
Payment Systems, Solution Architecture, Enterprise Architecture, Agile Methodologies, Wealth Management, Wholesale Banking, SOA, IT Strategy, PMP, ITIL v3 Foundations..., SWIFT messaging, Retail, Payment Cards, PCI Standards, Vendor Management
Education
University of Mumbai 1992 — 1996
Bachelor's degree, Electronics and Telecommunication Engineering
Miss hill sc
W. Kelso Morrill's SEI Investments Experience 1993 - 1999
Job Managing Director at The Commonfund
Industry Investment Management
Experience
The Commonfund February 2009 - Present
Crossroad Capital Partners May 2005 - November 2008
SEI Investments 1993 - 1999
Bankers Trust Company 1989 - 1993
Education
Wharton Business School 1988 — 1990
MBA
University of Pennsylvania - The Wharton School 1981 — 1985
The Commonfund February 2009 - Present
Crossroad Capital Partners May 2005 - November 2008
SEI Investments 1993 - 1999
Bankers Trust Company 1989 - 1993
Education
Wharton Business School 1988 — 1990
MBA
University of Pennsylvania - The Wharton School 1981 — 1985
Atindra Banerjee's SEI Investments Experience March 2005 - November 2008
Job Senior Business Analyst at The Hartford
Industry Insurance
Experience
The Hartford August 2013 - Present
Tata Consultancy Services December 2004 - Present
AIG SunAmerica December 2010 - August 2013
SEI Investments March 2005 - November 2008
Skills
SDLC, Requirements Analysis, Software Project..., PL/SQL, Business Analysis, Oracle, Solution Architecture, Requirements Gathering, Agile Methodologies, Vendor Management, Unix, Data Warehousing
Education
University of Kalyani 2000 — 2004
Bachelor of Technology (B.Tech.), Electrical, Electronic and Communications Engineering Technology/Technician
howrah zilla school 1989 — 1999
The Hartford August 2013 - Present
Tata Consultancy Services December 2004 - Present
AIG SunAmerica December 2010 - August 2013
SEI Investments March 2005 - November 2008
Skills
SDLC, Requirements Analysis, Software Project..., PL/SQL, Business Analysis, Oracle, Solution Architecture, Requirements Gathering, Agile Methodologies, Vendor Management, Unix, Data Warehousing
Education
University of Kalyani 2000 — 2004
Bachelor of Technology (B.Tech.), Electrical, Electronic and Communications Engineering Technology/Technician
howrah zilla school 1989 — 1999
Kim Leasure's SEI Investments Experience January 2008 - February 2009
Job I drive product demand by connecting companies to customers through mobile marketing, emarketing and social media.
Industry Marketing and Advertising
Experience
ComHud Marketing 2009 - Present
SEI Investments January 2008 - February 2009
Self Employed 2003 - 2007
Invisible Fence Company 1999 - 2003
Advanced Telecom Services 1995 - 1999
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1987 — 1988
MBA, Marketing
West Virginia University 1982 — 1986
BS, Journalism
ComHud Marketing 2009 - Present
SEI Investments January 2008 - February 2009
Self Employed 2003 - 2007
Invisible Fence Company 1999 - 2003
Advanced Telecom Services 1995 - 1999
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1987 — 1988
MBA, Marketing
West Virginia University 1982 — 1986
BS, Journalism
Ashish Mujumdar's SEI Investments Experience September 2011 - April 2012
Job Manager at Accenture
Industry Information Technology and Services
Experience
Accenture March 2013 - Present
JPMorgan Chase April 2012 - December 2012
SEI Investments September 2011 - April 2012
Citizens Property Insurance July 2008 - September 2011
Harris Corporation 2007 - 2008
BCBSFL 2005 - 2006
Kemper Auto and Home 2004 - 2005
CSX Technology 2002 - 2004
Skills
JMS, Spring, SOA, EJB, Agile Methodologies, JDBC, Hibernate, Websphere, Struts, Java Enterprise Edition, JSP, SDLC, Tomcat, Enterprise Architecture, Integration, Spring Framework, Web Services, Weblogic, Software Project..., WebLogic
Education
University of Mumbai 1994 — 1996
PGDST, Software Technology
University of Mumbai 1990 — 1994
BE, Electronics
VESIT 1990 — 1994
Bachelor of Engineering (BE), Electronics Engineering
Accenture March 2013 - Present
JPMorgan Chase April 2012 - December 2012
SEI Investments September 2011 - April 2012
Citizens Property Insurance July 2008 - September 2011
Harris Corporation 2007 - 2008
BCBSFL 2005 - 2006
Kemper Auto and Home 2004 - 2005
CSX Technology 2002 - 2004
Skills
JMS, Spring, SOA, EJB, Agile Methodologies, JDBC, Hibernate, Websphere, Struts, Java Enterprise Edition, JSP, SDLC, Tomcat, Enterprise Architecture, Integration, Spring Framework, Web Services, Weblogic, Software Project..., WebLogic
Education
University of Mumbai 1994 — 1996
PGDST, Software Technology
University of Mumbai 1990 — 1994
BE, Electronics
VESIT 1990 — 1994
Bachelor of Engineering (BE), Electronics Engineering
Michael Morgart's SEI Investments Experience January 2004 - December 2007
Job Vice President, Director of Reseller Services
Industry Financial Services
Experience
InvestEdge, Inc. July 2008 - Present
SEI Investments January 2004 - December 2007
Skills
Strategy, Financial Services, Team Leadership, Wealth Management, Project Management, Asset Management, Management, PMO, Sales, Mutual Funds, Budgets, Investments, Portfolio Management
Education
The University of Akron 1983 — 1987
InvestEdge, Inc. July 2008 - Present
SEI Investments January 2004 - December 2007
Skills
Strategy, Financial Services, Team Leadership, Wealth Management, Project Management, Asset Management, Management, PMO, Sales, Mutual Funds, Budgets, Investments, Portfolio Management
Education
The University of Akron 1983 — 1987
Benjamin Hopson's SEI Investments Experience February 2006 - December 2006
Job BlackRock Solutions Client Analytics
Industry Financial Services
Experience
BlackRock January 2007 - Present
SEI Investments February 2006 - December 2006
Skills
Fixed Income, Capital Markets, Derivatives, Investments, Alternative Investments, Hedge Funds, Bloomberg, Valuation, Asset Management, Equities, Portfolio Management, Financial Modeling
Education
University of Pittsburgh 2001 — 2005
B.S. Economics, Mathematics
BlackRock January 2007 - Present
SEI Investments February 2006 - December 2006
Skills
Fixed Income, Capital Markets, Derivatives, Investments, Alternative Investments, Hedge Funds, Bloomberg, Valuation, Asset Management, Equities, Portfolio Management, Financial Modeling
Education
University of Pittsburgh 2001 — 2005
B.S. Economics, Mathematics
Kevin Mignatti's SEI Investments Experience January 1998 - April 2007
Job Owner at Learning Express of Cherry Hill
Industry Retail
Experience
Learning Express of Cherry Hill February 2009 - Present
SEI Investments January 1998 - April 2007
Education
University of Rhode Island - College of Business Administration 1994 — 1997
Learning Express of Cherry Hill February 2009 - Present
SEI Investments January 1998 - April 2007
Education
University of Rhode Island - College of Business Administration 1994 — 1997
Alex Rabinovich's SEI Investments Experience August 2010 - February 2013
Job Managing Director at Havens Advisors
Industry Investment Management
Experience
Havens Advisors March 2013 - Present
SEI Investments August 2010 - February 2013
La Fayette Management May 2007 - October 2009
Ivy Asset Management August 1997 - May 2007
Education
University of Rochester - Simon Business School 1995 — 1996
MBA, Finance and Accounting
Havens Advisors March 2013 - Present
SEI Investments August 2010 - February 2013
La Fayette Management May 2007 - October 2009
Ivy Asset Management August 1997 - May 2007
Education
University of Rochester - Simon Business School 1995 — 1996
MBA, Finance and Accounting
Charles Meythaler's SEI Investments Experience 1985 - 1993
Job Principal at Mercer
Industry Investment Management
Experience
Mercer Investments January 2011 - Present
Mercer Investment Consulting 2011 - Present
Shepherd Kaplan 2009 - 2010
ING Investment Management 2000 - 2003
SEI 1985 - 2003
SEI Investments 1985 - 1993
Education
University of Missouri-Columbia
Juris Doctor
Mercer Investments January 2011 - Present
Mercer Investment Consulting 2011 - Present
Shepherd Kaplan 2009 - 2010
ING Investment Management 2000 - 2003
SEI 1985 - 2003
SEI Investments 1985 - 1993
Education
University of Missouri-Columbia
Juris Doctor
Alfred Pierce's SEI Investments Experience March 2003 - Present
Job Managing Director at SEI Investments
Industry Financial Services
Experience
SEI Investments March 2003 - Present
SEI 2003 - Present
Wells Fargo 1987 - 2003
PwC 1984 - 1987
Skills
Alternative Investments, Hedge Funds, Fund Of Funds, Asset Allocation, Global Asset Allocation, Enterprise Risk..., Interest Rate..., Corporate Finance, liability driven...
Education
University of Richmond - Robins School of Business 1980 — 1984
Bachelor of Science (BS), Accounting and Business/Management
Germantown Academy 1978 — 1980
SEI Investments March 2003 - Present
SEI 2003 - Present
Wells Fargo 1987 - 2003
PwC 1984 - 1987
Skills
Alternative Investments, Hedge Funds, Fund Of Funds, Asset Allocation, Global Asset Allocation, Enterprise Risk..., Interest Rate..., Corporate Finance, liability driven...
Education
University of Richmond - Robins School of Business 1980 — 1984
Bachelor of Science (BS), Accounting and Business/Management
Germantown Academy 1978 — 1980
Pam Harris (pam.harris@towersperrin.com)'s SEI Investments Experience July 1991 - May 1996
Job Recruiting Consultant Human Capital Group Central/West Regions
Industry Human Resources
Experience
Towers Perrin May 1996 - Present
SEI Investments July 1991 - May 1996
Education
Trinity College-Hartford 1981 — 1985
Towers Perrin May 1996 - Present
SEI Investments July 1991 - May 1996
Education
Trinity College-Hartford 1981 — 1985
Michael D. Kelly's SEI Investments Experience May 2011 - Present
Job Senior Director SEI Global Institutional Group
Industry Investment Management
Experience
SEI Investments May 2011 - Present
Canvasback Capital Strategies LLC October 2008 - July 2011
Deutsche Bank Securities 2007 - 2008
The UBS Private Bank 2006 - 2007
Ashbridge Investment Management/Grace Family Office 2001 - 2006
Janney Montgomery Scott 1997 - 2001
Madhouse Munchies 1996 - 1997
Wasmer Schroeder & Company 1994 - 1996
Dow Jones 1992 - 1994
Education
University of Pennsylvania - The Wharton School
SEI Investments May 2011 - Present
Canvasback Capital Strategies LLC October 2008 - July 2011
Deutsche Bank Securities 2007 - 2008
The UBS Private Bank 2006 - 2007
Ashbridge Investment Management/Grace Family Office 2001 - 2006
Janney Montgomery Scott 1997 - 2001
Madhouse Munchies 1996 - 1997
Wasmer Schroeder & Company 1994 - 1996
Dow Jones 1992 - 1994
Education
University of Pennsylvania - The Wharton School
Jim Massino's SEI Investments Experience May 2006 - Present
Job Operations Specialist at SEI Investments
Industry Financial Services
Experience
SEI Investments May 2006 - Present
Skills
Analysis, Writing -..., Analytical Skills, Process Improvement, Mutual Funds, Strategic Planning, Building Effective..., Microsoft Office, Management, Microsoft Excel, Leadership, Project Management, Microsoft Word, Research Design, Program Management
Education
The Catholic University of America 2001 — 2005
B.S. in Business Administration, Market Research, 3.1 GPA overall, 3.6 GPA within Marketing Curriculum
SEI Investments May 2006 - Present
Skills
Analysis, Writing -..., Analytical Skills, Process Improvement, Mutual Funds, Strategic Planning, Building Effective..., Microsoft Office, Management, Microsoft Excel, Leadership, Project Management, Microsoft Word, Research Design, Program Management
Education
The Catholic University of America 2001 — 2005
B.S. in Business Administration, Market Research, 3.1 GPA overall, 3.6 GPA within Marketing Curriculum
Casey Anderson's SEI Investments Experience 2006 - 2015
Job Investment Professional
Industry Financial Services
Experience
Personal Investor June 2015 - Present
SEI September 2013 - March 2015
SEI August 2007 - March 2015
SEI 2010 - 2015
SEI Investments 2006 - 2015
SEI June 2006 - August 2007
University of Pennsylvania May 2005 - May 2006
MiddleFork Partners May 2003 - August 2003
Morgan Stanley Wealth Management May 2001 - August 2001
Skills
Hedge Funds, Alternative Investments, Valuation, Private Equity, Investments, Financial Modeling, Equities, Fixed Income, Bloomberg, Asset Managment, Investment Banking, Due Diligence, Venture Capital, Securities, Capital Markets, Mutual Funds, Trading, Finance, Investment Management, Portfolio Management, Financial Risk, Economics, Derivatives, Asset Allocation, Equity Research, Emerging Markets, Risk Management, Asset Management
Education
University of Pennsylvania - The Wharton School 2002 — 2006
BS, Economics, Finance, Real Estate
Villanova University 2013 — 2015
Master of Business Administration (MBA), Finance, Strategic Management
Community School 1999 — 2002
High School
Personal Investor June 2015 - Present
SEI September 2013 - March 2015
SEI August 2007 - March 2015
SEI 2010 - 2015
SEI Investments 2006 - 2015
SEI June 2006 - August 2007
University of Pennsylvania May 2005 - May 2006
MiddleFork Partners May 2003 - August 2003
Morgan Stanley Wealth Management May 2001 - August 2001
Skills
Hedge Funds, Alternative Investments, Valuation, Private Equity, Investments, Financial Modeling, Equities, Fixed Income, Bloomberg, Asset Managment, Investment Banking, Due Diligence, Venture Capital, Securities, Capital Markets, Mutual Funds, Trading, Finance, Investment Management, Portfolio Management, Financial Risk, Economics, Derivatives, Asset Allocation, Equity Research, Emerging Markets, Risk Management, Asset Management
Education
University of Pennsylvania - The Wharton School 2002 — 2006
BS, Economics, Finance, Real Estate
Villanova University 2013 — 2015
Master of Business Administration (MBA), Finance, Strategic Management
Community School 1999 — 2002
High School
Thomas Valerio's SEI Investments Experience August 2007 - February 2011
Job Relationship Manager at SEI
Industry Financial Services
Experience
SEI February 2014 - Present
SEI November 2012 - January 2014
SEI March 2011 - November 2012
SEI Investments August 2007 - February 2011
AstraZeneca 2006 - 2006
Skills
Financial Services, Business Analysis, Financial Analysis, Strategic Planning, Service Management, Product Development, Relationship Management, Change Management, Banking, Asset Management, Project Management, Leadership, Management, Portfolio Management, Equities, Mutual Funds, Investments
Education
The Johns Hopkins University 2003 — 2007
Bachelors, Economics
SEI February 2014 - Present
SEI November 2012 - January 2014
SEI March 2011 - November 2012
SEI Investments August 2007 - February 2011
AstraZeneca 2006 - 2006
Skills
Financial Services, Business Analysis, Financial Analysis, Strategic Planning, Service Management, Product Development, Relationship Management, Change Management, Banking, Asset Management, Project Management, Leadership, Management, Portfolio Management, Equities, Mutual Funds, Investments
Education
The Johns Hopkins University 2003 — 2007
Bachelors, Economics
Chris Rengers's SEI Investments Experience October 2008 - April 2013
Job IT Support Specialist at Young Conaway Stargatt & Taylor
Industry Information Services
Experience
Young Conaway Stargatt & Taylor, LLP April 2014 - Present
Bayard, P.A. April 2013 - April 2014
SEI Investments October 2008 - April 2013
SEI Investments October 2008 - April 2013
Computer Aid, Inc. November 2003 - October 2008
Skills
Troubleshooting, Technical Support, SharePoint, Servers, Hardware, Data Center, Software Documentation, Software Installation, Databases, Blackberry Enterprise..., Routers, Access, Windows XP, Windows 7, VPN, IT Management, Networking, Disaster Recovery, Computer Hardware, Testing, Windows Server, Service Desk
Education
University of Delaware 1992 — 1996
Bachelor of Science (B.S.), Plant Pathology/Phytopathology, 3.0
Young Conaway Stargatt & Taylor, LLP April 2014 - Present
Bayard, P.A. April 2013 - April 2014
SEI Investments October 2008 - April 2013
SEI Investments October 2008 - April 2013
Computer Aid, Inc. November 2003 - October 2008
Skills
Troubleshooting, Technical Support, SharePoint, Servers, Hardware, Data Center, Software Documentation, Software Installation, Databases, Blackberry Enterprise..., Routers, Access, Windows XP, Windows 7, VPN, IT Management, Networking, Disaster Recovery, Computer Hardware, Testing, Windows Server, Service Desk
Education
University of Delaware 1992 — 1996
Bachelor of Science (B.S.), Plant Pathology/Phytopathology, 3.0
Gregory Johnson, CPA, CPCU, CLU's SEI Investments Experience March 1996 - September 1998
Job Financial Control Risk Manager at Voya Financial
Industry Insurance
Experience
Voya Financial June 2015 - Present
ACE January 2008 - Present
ACE November 2004 - January 2008
ACE June 2003 - November 2004
ACE December 1999 - June 2003
Prudential Insurance September 1998 - December 1999
SEI Investments March 1996 - September 1998
SEI 1991 - 1998
Skills
Sarbanes-Oxley Act, Insurance, Financial Risk, Internal Controls, Finance, Enterprise Risk..., Risk Management, Financial Analysis, Financial Reporting, Sarbanes-Oxley, Analysis, Risk Assessment, External Audit, Accounting, Auditing, Internal Audit, Reinsurance, Management, Due Diligence, Financial Services
Education
Trinity College-Hartford 1986 — 1990
BA, Economics
Episcopal Academy 1979 — 1986
Voya Financial June 2015 - Present
ACE January 2008 - Present
ACE November 2004 - January 2008
ACE June 2003 - November 2004
ACE December 1999 - June 2003
Prudential Insurance September 1998 - December 1999
SEI Investments March 1996 - September 1998
SEI 1991 - 1998
Skills
Sarbanes-Oxley Act, Insurance, Financial Risk, Internal Controls, Finance, Enterprise Risk..., Risk Management, Financial Analysis, Financial Reporting, Sarbanes-Oxley, Analysis, Risk Assessment, External Audit, Accounting, Auditing, Internal Audit, Reinsurance, Management, Due Diligence, Financial Services
Education
Trinity College-Hartford 1986 — 1990
BA, Economics
Episcopal Academy 1979 — 1986
James Gruver's SEI Investments Experience 1993 - 1995
Job Senior Managing Director, Global Head of Investor Relations at Black River Asset Management
Industry Investment Management
Experience
Black River Asset Management May 2013 - Present
BNY Mellon Asset Management June 2009 - May 2013
BNY Mellon Asset Management Australia June 2003 - June 2009
Mellon Global Investments November 2001 - June 2003
InvestorForce April 2000 - October 2001
Delaware Investments, a member of the Macquarie Group January 1996 - April 2000
Morley Capital Management November 1995 - December 1996
SEI Investments 1993 - 1995
Skills
Business Development, Asset Management, Entrepreneurship, Management, Leadership, Hedge Funds, Retirement Planning, Business Strategy, Financial Services, Equities, Fixed Income, Investment Management, Relationship Management, Alternative Investments, Portfolio Management, Investment Banking, Strategic Planning, Wealth Management, Investments, Financial Markets, Mutual Funds, Asset Allocation, Cross-functional Team..., Defined Benefit, Investment Strategies, Investor Relations, Securities, Capital Markets, Private Equity
Education
University of Notre Dame 1989 — 1993
BA, Economics & Pychology
Black River Asset Management May 2013 - Present
BNY Mellon Asset Management June 2009 - May 2013
BNY Mellon Asset Management Australia June 2003 - June 2009
Mellon Global Investments November 2001 - June 2003
InvestorForce April 2000 - October 2001
Delaware Investments, a member of the Macquarie Group January 1996 - April 2000
Morley Capital Management November 1995 - December 1996
SEI Investments 1993 - 1995
Skills
Business Development, Asset Management, Entrepreneurship, Management, Leadership, Hedge Funds, Retirement Planning, Business Strategy, Financial Services, Equities, Fixed Income, Investment Management, Relationship Management, Alternative Investments, Portfolio Management, Investment Banking, Strategic Planning, Wealth Management, Investments, Financial Markets, Mutual Funds, Asset Allocation, Cross-functional Team..., Defined Benefit, Investment Strategies, Investor Relations, Securities, Capital Markets, Private Equity
Education
University of Notre Dame 1989 — 1993
BA, Economics & Pychology
John Munch's SEI Investments Experience October 2001 - Present
Job
Industry Financial Services
Experience
SEI Investments October 2001 - Present
Education
Tulane University Law School 1993 — 1996
JD
SEI Investments October 2001 - Present
Education
Tulane University Law School 1993 — 1996
JD
Paul DeLuca's SEI Investments Experience November 1991 - June 1997
Job VP, Investment Technology at T Rowe Price
Industry Investment Management
Experience
T Rowe Price April 2000 - Present
Legg Mason June 1997 - April 2000
SEI Investments November 1991 - June 1997
CAE January 1989 - November 1991
Education
Towson University 1984 — 1988
BS, Computer Science
T Rowe Price April 2000 - Present
Legg Mason June 1997 - April 2000
SEI Investments November 1991 - June 1997
CAE January 1989 - November 1991
Education
Towson University 1984 — 1988
BS, Computer Science
Joe McCabe's SEI Investments Experience 2003 - Present
Job Managing Director at SEI
Industry Financial Services
Experience
SEI January 2003 - Present
SEI Investments 2003 - Present
First Union Capital Markets 1998 - 2000
CoreStates Bank NA 1985 - 2000
Education
University of Delaware - Lerner College of Business and Economics 1981 — 1985
B.S., Finance
Saint Joseph's Prep 1977 — 1981
SEI January 2003 - Present
SEI Investments 2003 - Present
First Union Capital Markets 1998 - 2000
CoreStates Bank NA 1985 - 2000
Education
University of Delaware - Lerner College of Business and Economics 1981 — 1985
B.S., Finance
Saint Joseph's Prep 1977 — 1981
Pamela Jacobs's SEI Investments Experience February 1996 - September 2001
Job Principal at PFJ Consulting LLC
Industry Financial Services
Experience
PFJ Consulting LLC October 2001 - Present
PFJ Consulting LLC October 2001 - Present
SEI Investments February 1996 - September 2001
Skills
Alternative Investments, Investments, Mutual Funds, Wealth Management, Investment Management, Retirement Planning, Strategic Planning, ETFs, Portfolio Management, Product Development, Project Management, Trust Services, Donor Advised Funds, Endowment and..., Wealth Management..., Open Archtecture..., Mentoring, Collaborative Problem..., Retirement Income..., Retirement Solutions, Digital Media, Independent Financial..., Qualified Retirement..., Separately Managed..., Asset Allocation, Competitive Analysis, Entrepreneurship, Finance, Financial Advisory, Financial Services, Hedge Funds, Institutional, Institutional..., Investment Advisory, Investment Strategies, Leadership, Retirement, Securities, Senior Executive..., Series 63, Strategic Program..., Strategy, Vision Development, Wealth, Wealth Management...
Education
University of Maryland College Park 1978 — 1982
BS, Business, Marketing
PFJ Consulting LLC October 2001 - Present
PFJ Consulting LLC October 2001 - Present
SEI Investments February 1996 - September 2001
Skills
Alternative Investments, Investments, Mutual Funds, Wealth Management, Investment Management, Retirement Planning, Strategic Planning, ETFs, Portfolio Management, Product Development, Project Management, Trust Services, Donor Advised Funds, Endowment and..., Wealth Management..., Open Archtecture..., Mentoring, Collaborative Problem..., Retirement Income..., Retirement Solutions, Digital Media, Independent Financial..., Qualified Retirement..., Separately Managed..., Asset Allocation, Competitive Analysis, Entrepreneurship, Finance, Financial Advisory, Financial Services, Hedge Funds, Institutional, Institutional..., Investment Advisory, Investment Strategies, Leadership, Retirement, Securities, Senior Executive..., Series 63, Strategic Program..., Strategy, Vision Development, Wealth, Wealth Management...
Education
University of Maryland College Park 1978 — 1982
BS, Business, Marketing
David Bledsoe's SEI Investments Experience 2000 - 2005
Job FVP at SunTrust Bank
Industry Financial Services
Experience
SunTrust Bank July 2006 - Present
Principal Financial Group January 2006 - July 2006
SEI Investments 2000 - 2005
Skills
Portfolio Management, Relationship Management, Wealth Management, Financial Services, Banking, Financial Analysis, Business Process..., Financial Risk, Securities, Risk Management, Mutual Funds, Investments, Equities, Credit, Asset Management
Education
University of Central Florida 1992 — 1994
BS, Business Ed
SunTrust Bank July 2006 - Present
Principal Financial Group January 2006 - July 2006
SEI Investments 2000 - 2005
Skills
Portfolio Management, Relationship Management, Wealth Management, Financial Services, Banking, Financial Analysis, Business Process..., Financial Risk, Securities, Risk Management, Mutual Funds, Investments, Equities, Credit, Asset Management
Education
University of Central Florida 1992 — 1994
BS, Business Ed
Cris Brookmyer's SEI Investments Experience 1991 - 1996
Job Retired
Industry Consumer Goods
Experience
W.L. Gore & Associates March 1996 - September 2009
SEI Investments 1991 - 1996
Meridian Mortgage Corporation 1984 - 1989
Skills
Program Management, Process Improvement, Financial Analysis, JD Edwards, Cross-functional Team..., Leadership, Team Leadership, Manufacturing, Business Process..., Analysis, Forecasting, Mergers & Acquisitions, ERP, Budgets, Business Planning, Accounting, Strategic Planning, Business Analysis, Financial Reporting
Education
University of Pennsylvania - The Wharton School 1989 — 1991
MBA, Strategic Planning & Operations Mgmt
University of Delaware 1975 — 1977
BS, Accounting
W.L. Gore & Associates March 1996 - September 2009
SEI Investments 1991 - 1996
Meridian Mortgage Corporation 1984 - 1989
Skills
Program Management, Process Improvement, Financial Analysis, JD Edwards, Cross-functional Team..., Leadership, Team Leadership, Manufacturing, Business Process..., Analysis, Forecasting, Mergers & Acquisitions, ERP, Budgets, Business Planning, Accounting, Strategic Planning, Business Analysis, Financial Reporting
Education
University of Pennsylvania - The Wharton School 1989 — 1991
MBA, Strategic Planning & Operations Mgmt
University of Delaware 1975 — 1977
BS, Accounting
Geoff Hayn's SEI Investments Experience January 2007 - July 2011
Job Private Banking, Client and Professional Services at SEI
Industry Financial Services
Experience
SEI July 2011 - Present
SEI Investments January 2007 - July 2011
ABERCROMBIE & FITCH2003-2005 May 2003 - May 2005
Skills
Compliance, Management, Accounting, Human Resources, Mutual Funds, Auditing, Training, Payroll, Account Reconciliation, Internal Audit, CRM, Interviews, Security, Recruiting, Fund Accounting, Securities, Process Improvement, Financial Services
Education
Villanova University 2007 — 2009
Master, Business Administration
University of Pittsburgh 1999 — 2003
Bachelor of Science, Business Administration; Accounting/Finance
SEI July 2011 - Present
SEI Investments January 2007 - July 2011
ABERCROMBIE & FITCH2003-2005 May 2003 - May 2005
Skills
Compliance, Management, Accounting, Human Resources, Mutual Funds, Auditing, Training, Payroll, Account Reconciliation, Internal Audit, CRM, Interviews, Security, Recruiting, Fund Accounting, Securities, Process Improvement, Financial Services
Education
Villanova University 2007 — 2009
Master, Business Administration
University of Pittsburgh 1999 — 2003
Bachelor of Science, Business Administration; Accounting/Finance
Daniel VanSciver's SEI Investments Experience 1999 - 2004
Job Chief Audit Executive at Sallie Mae
Industry Financial Services
Experience
Sallie Mae January 2014 - Present
PNC Financial Services Group March 2004 - January 2014
SEI Investments 1999 - 2004
KPMG 1990 - 1994
Skills
Fund Accounting, Enterprise Risk..., Mutual Funds, AML, Portfolio Management, Financial Risk, Leadership, Strategic Leadership, Internal Audit, Management, Operational Risk, Sarbanes-Oxley Act, Anti Money Laundering, Internal Controls, Risk Management, Financial Analysis, Financial Services, Banking
Education
Villanova University 2004 — 2007
MBA, International Business
University of Pennsylvania - The Wharton School 2013 — 2013
Executive Education Certificate, Advanced Risk Management, Completed
University of Delaware - Lerner College of Business and Economics 1986 — 1990
BSAC, Accounting
Sallie Mae January 2014 - Present
PNC Financial Services Group March 2004 - January 2014
SEI Investments 1999 - 2004
KPMG 1990 - 1994
Skills
Fund Accounting, Enterprise Risk..., Mutual Funds, AML, Portfolio Management, Financial Risk, Leadership, Strategic Leadership, Internal Audit, Management, Operational Risk, Sarbanes-Oxley Act, Anti Money Laundering, Internal Controls, Risk Management, Financial Analysis, Financial Services, Banking
Education
Villanova University 2004 — 2007
MBA, International Business
University of Pennsylvania - The Wharton School 2013 — 2013
Executive Education Certificate, Advanced Risk Management, Completed
University of Delaware - Lerner College of Business and Economics 1986 — 1990
BSAC, Accounting
Todd Walklett, CFA's SEI Investments Experience May 1992 - November 1999
Job Managing Director, Portfolio Manager at Covington Capital Management
Industry Investment Management
Experience
Covington Capital Management September 2007 - Present
West Oak Capital, LLC 2005 - 2007
Provident Investment Counsel October 1999 - July 2005
SEI Investments May 1992 - November 1999
Education
University of Delaware 1984 — 1989
BAS, Finance
University of Delaware - Lerner College of Business and Economics 1984 — 1989
BAS, Finance
Covington Capital Management September 2007 - Present
West Oak Capital, LLC 2005 - 2007
Provident Investment Counsel October 1999 - July 2005
SEI Investments May 1992 - November 1999
Education
University of Delaware 1984 — 1989
BAS, Finance
University of Delaware - Lerner College of Business and Economics 1984 — 1989
BAS, Finance
West Durham's SEI Investments Experience October 2006 - Present
Job Regional Director at SEI Investments
Industry Financial Services
Experience
SEI Investments October 2006 - Present
Wachovia Bank January 2004 - October 2006
Education
University of Colorado Boulder - Leeds School of Business
Marketing, Entreprenuership
SEI Investments October 2006 - Present
Wachovia Bank January 2004 - October 2006
Education
University of Colorado Boulder - Leeds School of Business
Marketing, Entreprenuership
Carol Goldbach's SEI Investments Experience 1981 - 2009
Job Account Technician at DelTech
Industry Financial Services
Experience
Delaware Tech January 2010 - Present
SEI Investments 1981 - 2009
Education
University of Delaware
ba
Delaware Tech January 2010 - Present
SEI Investments 1981 - 2009
Education
University of Delaware
ba
Michelle Fang's SEI Investments Experience 1994 - 1996
Job Director, Product Specialist at Principal Real Estate Investors
Industry Investment Management
Experience
Principal Real Estate Investors May 2012 - Present
GE Asset Management January 2011 - May 2012
Metropolitan Real Estate October 2009 - February 2011
GE Asset Management 1999 - 2008
Bankers Trust 1996 - 1999
SEI Investments 1994 - 1996
Skills
Marketing Strategy, Product Management, Investment Management, Marketing, Investor Relations, Asset Allocation, Financial Modeling, Portfolio Management
Education
University of Pennsylvania 1990 — 1994
Bachelor's, Communications, History
Principal Real Estate Investors May 2012 - Present
GE Asset Management January 2011 - May 2012
Metropolitan Real Estate October 2009 - February 2011
GE Asset Management 1999 - 2008
Bankers Trust 1996 - 1999
SEI Investments 1994 - 1996
Skills
Marketing Strategy, Product Management, Investment Management, Marketing, Investor Relations, Asset Allocation, Financial Modeling, Portfolio Management
Education
University of Pennsylvania 1990 — 1994
Bachelor's, Communications, History
Bill Pierce's SEI Investments Experience 1988 - 1993
Job President, AccessAlpha Worldwide, LLC
Industry Investment Management
Experience
AccessAlpha Worldwide, LLC October 2007 - Present
william blair & co. LLC September 2002 - October 2007
Merrill Lynch Institutional Asset Management 1997 - 2002
Zurich Scudder 1994 - 1997
SEI Investments 1988 - 1993
Imagination, Incorporated 1984 - 1988
Exxon Office Systems 1980 - 1984
IBM Corporation 1973 - 1980
Education
University of Missouri-Columbia 1968 — 1973
Bachelor of Science (BS), Business/Economics
AccessAlpha Worldwide, LLC October 2007 - Present
william blair & co. LLC September 2002 - October 2007
Merrill Lynch Institutional Asset Management 1997 - 2002
Zurich Scudder 1994 - 1997
SEI Investments 1988 - 1993
Imagination, Incorporated 1984 - 1988
Exxon Office Systems 1980 - 1984
IBM Corporation 1973 - 1980
Education
University of Missouri-Columbia 1968 — 1973
Bachelor of Science (BS), Business/Economics
Timothy Gallagher, CFA's SEI Investments Experience December 2010 - Present
Job Business Analyst at SEI Investments
Industry Financial Services
Experience
SEI Investments December 2010 - Present
SEI Investments June 2008 - December 2010
Countrywide September 2005 - December 2006
Skills
Investments, Financial Services, Portfolio Management, Relationship Management, Financial Analysis, Business Analysis, SDLC
Education
LeBow College of Business, Drexel University 2006 — 2008
Masters; MBA, Business Administration; Investment Management and Accounting
University of Pennsylvania 2001 — 2005
Bachelor of the Arts (BA), History
SEI Investments December 2010 - Present
SEI Investments June 2008 - December 2010
Countrywide September 2005 - December 2006
Skills
Investments, Financial Services, Portfolio Management, Relationship Management, Financial Analysis, Business Analysis, SDLC
Education
LeBow College of Business, Drexel University 2006 — 2008
Masters; MBA, Business Administration; Investment Management and Accounting
University of Pennsylvania 2001 — 2005
Bachelor of the Arts (BA), History
Lijju Mathew's SEI Investments Experience March 2012 - Present
Job Sr Data Consultant/ETL Architect
Industry Financial Services
Experience
SEI Investments March 2012 - Present
Lincoln Financial Group August 2010 - February 2012
Tata Consultancy Services July 2004 - July 2011
SEI Investments August 2006 - July 2010
Canara Bank August 2005 - July 2006
Deutsche Bank July 2004 - July 2005
Revival Soft October 2001 - June 2004
Skills
Informatica, ETL, Data Warehousing, PL/SQL, Oracle, Microsoft SQL Server, Dimensional Modeling, Teradata, Data Modeling, Unix Shell Scripting, Data Integration, DB2, SQL, Business Objects, SDLC, Unix, Databases, Business Intelligence, Shell Scripting, Data Migration, Perl
Education
University of Madras 1997 — 2001
B.E, Computer Science
SEI Investments March 2012 - Present
Lincoln Financial Group August 2010 - February 2012
Tata Consultancy Services July 2004 - July 2011
SEI Investments August 2006 - July 2010
Canara Bank August 2005 - July 2006
Deutsche Bank July 2004 - July 2005
Revival Soft October 2001 - June 2004
Skills
Informatica, ETL, Data Warehousing, PL/SQL, Oracle, Microsoft SQL Server, Dimensional Modeling, Teradata, Data Modeling, Unix Shell Scripting, Data Integration, DB2, SQL, Business Objects, SDLC, Unix, Databases, Business Intelligence, Shell Scripting, Data Migration, Perl
Education
University of Madras 1997 — 2001
B.E, Computer Science
Francis Blanchette's SEI Investments Experience December 1999 - August 2000
Job Advisor for Performance Measurement Group at PSP Investments
Industry Financial Services
Experience
PSP Investments September 2005 - Present
RBC Dexia Investor Services August 2000 - August 2005
SEI Investments December 1999 - August 2000
Canagex December 1997 - December 1999
Canagex July 1997 - December 1997
Skills
Performance Measurement
Education
Universite de Montreal 1995 — 1996
Minor, English Studies
Universite de Montreal 1994 — 1995
Faculté de Droit
Université du Québec à Montréal 1991 — 1994
BAA, Finance
PSP Investments September 2005 - Present
RBC Dexia Investor Services August 2000 - August 2005
SEI Investments December 1999 - August 2000
Canagex December 1997 - December 1999
Canagex July 1997 - December 1997
Skills
Performance Measurement
Education
Universite de Montreal 1995 — 1996
Minor, English Studies
Universite de Montreal 1994 — 1995
Faculté de Droit
Université du Québec à Montréal 1991 — 1994
BAA, Finance
Danielle Covely's SEI Investments Experience August 2011 - December 2012
Job Staff Accountant at Baker Tilly
Industry Accounting
Experience
Baker Tilly October 2014 - Present
ParenteBeard September 2013 - October 2014
Parente Beard LLC January 2013 - April 2013
SEI Investments August 2011 - December 2012
Rita's Italian Ice July 2004 - August 2012
Wells Fargo Advisors May 2010 - July 2010
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, Customer Service, Credit, Accounting, Financial Modeling, Microsoft Word, PowerPoint, Sales, Event Planning, Market Research
Education
University of Pittsburgh 2007 — 2011
Bachelor of Science, Accounting
College of Business Administration
Bachelors of Science, Business Administration; Accounting
Baker Tilly October 2014 - Present
ParenteBeard September 2013 - October 2014
Parente Beard LLC January 2013 - April 2013
SEI Investments August 2011 - December 2012
Rita's Italian Ice July 2004 - August 2012
Wells Fargo Advisors May 2010 - July 2010
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, Customer Service, Credit, Accounting, Financial Modeling, Microsoft Word, PowerPoint, Sales, Event Planning, Market Research
Education
University of Pittsburgh 2007 — 2011
Bachelor of Science, Accounting
College of Business Administration
Bachelors of Science, Business Administration; Accounting
Sujatha Sheera Deepak's SEI Investments Experience September 2007 - November 2014
Job
Industry Information Technology and Services
Experience
SEI Investments September 2007 - November 2014
Tata Consultancy Services October 2005 - November 2014
Vanguard October 2012 - December 2012
Skills
Requirements Analysis, PL/SQL, SDLC, Software Project..., Oracle, SQL, Business Analysis, Requirements Gathering, Unix Shell Scripting, Quality Center, Agile Methodologies
Education
Thiagarajar College of Engineering 2002 — 2005
MCA, Computer Science
SEI Investments September 2007 - November 2014
Tata Consultancy Services October 2005 - November 2014
Vanguard October 2012 - December 2012
Skills
Requirements Analysis, PL/SQL, SDLC, Software Project..., Oracle, SQL, Business Analysis, Requirements Gathering, Unix Shell Scripting, Quality Center, Agile Methodologies
Education
Thiagarajar College of Engineering 2002 — 2005
MCA, Computer Science
David Makowicz's SEI Investments Experience 1998 - 2006
Job Chief Operating Officer at CBRE Clarion Securities, LLC
Industry Investment Management
Experience
CBRE Clarion Securities, LLC June 2006 - Present
SEI Investments 1998 - 2006
US Navy 1990 - 1998
Skills
Mutual Funds, Alternative Investments, New Business Development, Hedge Funds, Financial Analysis, Investments, Asset Management
Education
Villanova University 1999 — 2004
MBA, Finance
United States Naval Academy 1986 — 1990
Bachelor of Science
CBRE Clarion Securities, LLC June 2006 - Present
SEI Investments 1998 - 2006
US Navy 1990 - 1998
Skills
Mutual Funds, Alternative Investments, New Business Development, Hedge Funds, Financial Analysis, Investments, Asset Management
Education
Villanova University 1999 — 2004
MBA, Finance
United States Naval Academy 1986 — 1990
Bachelor of Science
Nicole Daniele's SEI Investments Experience July 2009 - March 2010
Job MBA Candidate at Tuck School of Business at Dartmouth
Industry Financial Services
Experience
Huber Engineered Woods June 2015 - August 2015
J.P. Morgan August 2012 - June 2014
J.P. Morgan April 2010 - August 2012
SEI Investments July 2009 - March 2010
Giorgio Armani June 2008 - August 2008
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2014 — 2016
Master of Business Administration (MBA)
University of Pennsylvania 2005 — 2009
B.A. with Distinction, Cum Laude, International Relations
UCL 2007 — 2007
Study Abroad, History
The Pingry School 1998 — 2005
Huber Engineered Woods June 2015 - August 2015
J.P. Morgan August 2012 - June 2014
J.P. Morgan April 2010 - August 2012
SEI Investments July 2009 - March 2010
Giorgio Armani June 2008 - August 2008
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2014 — 2016
Master of Business Administration (MBA)
University of Pennsylvania 2005 — 2009
B.A. with Distinction, Cum Laude, International Relations
UCL 2007 — 2007
Study Abroad, History
The Pingry School 1998 — 2005
Brigitte DeForrest's SEI Investments Experience March 2011 - May 2012
Job Business Analyst at SEI
Industry Financial Services
Experience
SEI July 2013 - Present
SEI May 2012 - June 2013
SEI Investments March 2011 - May 2012
SEI Investments September 2009 - March 2011
SEI Investments 2008 - 2009
SEI Investments 2007 - 2008
SEI Investment Company September 2005 - March 2007
SEI Investments 2006 - 2007
SEI Investment Company January 2003 - September 2005
Mellon Financial Corporation March 1998 - July 2002
Education
University of Pittsburgh 1996 — 2002
Bachelor of Arts - Self - Designed Major
Villanova University
Advanced Certificate in Project Management
SEI July 2013 - Present
SEI May 2012 - June 2013
SEI Investments March 2011 - May 2012
SEI Investments September 2009 - March 2011
SEI Investments 2008 - 2009
SEI Investments 2007 - 2008
SEI Investment Company September 2005 - March 2007
SEI Investments 2006 - 2007
SEI Investment Company January 2003 - September 2005
Mellon Financial Corporation March 1998 - July 2002
Education
University of Pittsburgh 1996 — 2002
Bachelor of Arts - Self - Designed Major
Villanova University
Advanced Certificate in Project Management
Maureen Connor (Nix)'s SEI Investments Experience 2002 - 2003
Job Vice President at Societe Generale
Industry Banking
Experience
Societe Generale July 2007 - Present
BNP Paribas 2004 - 2007
SEI Investments 2002 - 2003
Skills
Hedge Funds, Derivatives, Swaps, Equity Derivatives, Structured Finance, Financial Risk, Structured Products, Mutual Funds, Securities, Options, Alternative Investments, Equities, Capital Markets, Fixed Income, Risk Management, Financial Markets, Fund Of Funds, Portfolio Management, Market Risk, Financial Structuring, Credit Derivatives, Asset Management, Credit Risk, Bonds, Investment Banking, Investments, Interest Rate..., FX Options, Trading Systems, Financial Services
Education
The Catholic University of America, Columbus School of Law 1992 — 1995
JD, Law
University of Scranton 1987 — 1991
BS, Marketing
Societe Generale July 2007 - Present
BNP Paribas 2004 - 2007
SEI Investments 2002 - 2003
Skills
Hedge Funds, Derivatives, Swaps, Equity Derivatives, Structured Finance, Financial Risk, Structured Products, Mutual Funds, Securities, Options, Alternative Investments, Equities, Capital Markets, Fixed Income, Risk Management, Financial Markets, Fund Of Funds, Portfolio Management, Market Risk, Financial Structuring, Credit Derivatives, Asset Management, Credit Risk, Bonds, Investment Banking, Investments, Interest Rate..., FX Options, Trading Systems, Financial Services
Education
The Catholic University of America, Columbus School of Law 1992 — 1995
JD, Law
University of Scranton 1987 — 1991
BS, Marketing
Aimee Wright's SEI Investments Experience October 2001 - May 2004
Job Event Services at SAP
Industry Computer Software
Experience
SAP August 2007 - Present
BlackRock Financial Management May 2006 - August 2007
Fiduciary Trust Company April 2005 - January 2006
SEI Investments October 2001 - May 2004
Education
University of Delaware 1997 — 2001
BS, Business
SAP August 2007 - Present
BlackRock Financial Management May 2006 - August 2007
Fiduciary Trust Company April 2005 - January 2006
SEI Investments October 2001 - May 2004
Education
University of Delaware 1997 — 2001
BS, Business
Jennifer Hartnett's SEI Investments Experience August 2000 - May 2002
Job Solutions Director, Investment Manager Services division of SEI
Industry Financial Services
Experience
SEI May 2010 - Present
SEI April 2006 - February 2012
SEI June 2002 - April 2006
SEI Investments August 2000 - May 2002
PFPC Global Fund Services December 1997 - August 2000
SEI March 1995 - August 1997
SEI July 1992 - February 1995
Skills
Relationship Management, Investment Management, Vendor Management, Performance Measurement, Product Management, Business Analysis, Order Management, Pricing, Process Engineering, Business Development, Product Development, Positioning, Solution Delivery, Project Planning, Portfolio Management
Education
University of Notre Dame 1988 — 1992
Bachelor of Business Administration (BBA), Finance & Business Economics
SEI May 2010 - Present
SEI April 2006 - February 2012
SEI June 2002 - April 2006
SEI Investments August 2000 - May 2002
PFPC Global Fund Services December 1997 - August 2000
SEI March 1995 - August 1997
SEI July 1992 - February 1995
Skills
Relationship Management, Investment Management, Vendor Management, Performance Measurement, Product Management, Business Analysis, Order Management, Pricing, Process Engineering, Business Development, Product Development, Positioning, Solution Delivery, Project Planning, Portfolio Management
Education
University of Notre Dame 1988 — 1992
Bachelor of Business Administration (BBA), Finance & Business Economics
Khalid Abbas's SEI Investments Experience January 1987 - January 1997
Job
Industry Financial Services
Experience
Fifth Third Bank May 2008 - June 2012
First Rate Investments March 2001 - February 2008
ADP February 1997 - March 2001
SEI Investments January 1987 - January 1997
Skills
Banking, Portfolio Management, Investments, Loans, Mutual Funds, Process Improvement, Network Administration, Investment Performance, Defined Contribution..., Defined benifit plans, Long-term Customer..., Manage Client..., Vendor Relationships, Analytical Skills, Employee Benefits, Microsoft Excel, Hardware, Key Account Management, Leadership, New Business Development, Organization, Problem Solving, Strategic Planning, Quality Assurance, Innovator, User Acceptance Testing, Software Project..., Software Design, Multitasking Skills, Loyal, Great work ethics, SEI Trust 3000, Amtrust, Oracle SQL, SQL, Unix, Hedge funds Accounting, SMA, Performance Benchmarking, Performance Attribution, Risk statistics, Gips Standards
Education
University of Arkansas
Civil Engineering
University of the Punjab, Lahore
Bachelors Degree, Chemical Engineering
Fifth Third Bank May 2008 - June 2012
First Rate Investments March 2001 - February 2008
ADP February 1997 - March 2001
SEI Investments January 1987 - January 1997
Skills
Banking, Portfolio Management, Investments, Loans, Mutual Funds, Process Improvement, Network Administration, Investment Performance, Defined Contribution..., Defined benifit plans, Long-term Customer..., Manage Client..., Vendor Relationships, Analytical Skills, Employee Benefits, Microsoft Excel, Hardware, Key Account Management, Leadership, New Business Development, Organization, Problem Solving, Strategic Planning, Quality Assurance, Innovator, User Acceptance Testing, Software Project..., Software Design, Multitasking Skills, Loyal, Great work ethics, SEI Trust 3000, Amtrust, Oracle SQL, SQL, Unix, Hedge funds Accounting, SMA, Performance Benchmarking, Performance Attribution, Risk statistics, Gips Standards
Education
University of Arkansas
Civil Engineering
University of the Punjab, Lahore
Bachelors Degree, Chemical Engineering
Jeff Edling, CFA's SEI Investments Experience May 2006 - Present
Job Director , Financial Services for Alternative Investments at SEI Investments
Industry Financial Services
Experience
SEI Investments May 2006 - Present
Skills
Hedge Funds, Alternative Investments, Private Equity, Bloomberg, Equities
Education
University of Pittsburgh 2002 — 2006
BS, Finance
University of Pittsburgh 2002 — 2006
Bachelor of Science (B.S.), Finance
SEI Investments May 2006 - Present
Skills
Hedge Funds, Alternative Investments, Private Equity, Bloomberg, Equities
Education
University of Pittsburgh 2002 — 2006
BS, Finance
University of Pittsburgh 2002 — 2006
Bachelor of Science (B.S.), Finance
Adam Marcellus's SEI Investments Experience July 2008 - April 2011
Job Loomis Sayles & Company
Industry Financial Services
Experience
Loomis, Sayles & Company February 2015 - Present
Merrill Lynch September 2012 - Present
Trilogy Financial Services May 2011 - September 2012
SEI Investments July 2008 - April 2011
Education
University of New Hampshire - Whittemore School of Business and Economics 2004 — 2008
Bachelor of Science (B.S.), Business Administration: Management
Loomis, Sayles & Company February 2015 - Present
Merrill Lynch September 2012 - Present
Trilogy Financial Services May 2011 - September 2012
SEI Investments July 2008 - April 2011
Education
University of New Hampshire - Whittemore School of Business and Economics 2004 — 2008
Bachelor of Science (B.S.), Business Administration: Management
Charlene Bandy-Smith's SEI Investments Experience May 1997 - Present
Job Tax & Compliance Solutions Trust 3K at SEI Investments
Industry Financial Services
Experience
SEI Investments May 1997 - Present
GWP Investment 2011 - 2012
Education
The University of Montana - School of Business Administration 1973 — 1978
Bachelor of Arts (B.A.), Accounting and Finance, Graduated with BA in Accounting
SEI Investments May 1997 - Present
GWP Investment 2011 - 2012
Education
The University of Montana - School of Business Administration 1973 — 1978
Bachelor of Arts (B.A.), Accounting and Finance, Graduated with BA in Accounting
Hrishikesh Mhatre's SEI Investments Experience January 2010 - March 2010
Job Senior BizTalk Developer at Corcentric
Industry Information Technology and Services
Experience
Corcentric November 2011 - Present
Texas Capital Bank July 2011 - October 2011
Marlabs Inc February 2008 - October 2011
Wells Fargo April 2010 - June 2011
SEI Investments January 2010 - March 2010
Ceridian June 2009 - December 2009
Toshiba America Inc September 2008 - May 2009
CSI Photograds May 2007 - December 2007
Skills
ASP.NET, XML, C#, WCF, EAI, .NET, Microsoft SQL Server, TFS, Visual Studio, ADO.NET
Education
University of North Carolina at Charlotte 2006 — 2007
Masters, Computer Science
University of Mumbai
Bachelor's, Information Technology
Corcentric November 2011 - Present
Texas Capital Bank July 2011 - October 2011
Marlabs Inc February 2008 - October 2011
Wells Fargo April 2010 - June 2011
SEI Investments January 2010 - March 2010
Ceridian June 2009 - December 2009
Toshiba America Inc September 2008 - May 2009
CSI Photograds May 2007 - December 2007
Skills
ASP.NET, XML, C#, WCF, EAI, .NET, Microsoft SQL Server, TFS, Visual Studio, ADO.NET
Education
University of North Carolina at Charlotte 2006 — 2007
Masters, Computer Science
University of Mumbai
Bachelor's, Information Technology
Robert Specht, CFA's SEI Investments Experience February 2011 - Present
Job Senior Investment Strategist at SEI Investments
Industry Investment Management
Experience
SEI Investments February 2011 - Present
Specht Investment Corp. November 2009 - March 2011
Group One Trading, LP August 2004 - November 2009
ERisk (an Oliver Wyman spin-off) May 2003 - July 2004
Vanguard May 2002 - August 2002
Skills
Derivatives, Options, Volatility, Hedging, VBA, Portfolio Management, Capital Markets, Investments, Financial Modeling, Trading, Bloomberg, Electronic Trading, Risk Management, Trading Strategies, Financial Risk
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (MBA)
University of Florida 1999 — 2003
BSBA, Finance, Economics
SEI Investments February 2011 - Present
Specht Investment Corp. November 2009 - March 2011
Group One Trading, LP August 2004 - November 2009
ERisk (an Oliver Wyman spin-off) May 2003 - July 2004
Vanguard May 2002 - August 2002
Skills
Derivatives, Options, Volatility, Hedging, VBA, Portfolio Management, Capital Markets, Investments, Financial Modeling, Trading, Bloomberg, Electronic Trading, Risk Management, Trading Strategies, Financial Risk
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (MBA)
University of Florida 1999 — 2003
BSBA, Finance, Economics
Anthony Antonello's SEI Investments Experience March 2011 - January 2013
Job Senior Corporate Auditor at Campbell Soup Company
Industry Consumer Goods
Experience
Campbell Soup Company December 2014 - Present
Campbell Soup Company February 2013 - December 2014
SEI Investments March 2011 - January 2013
J.G. Wentworth July 2010 - February 2011
Skills
Financial Services, Financial Analysis, Investments, Microsoft Excel, Insurance, Finance, Sales, Microsoft Office, Relationship Management, PowerPoint
Education
University of Pittsburgh 2006 — 2010
Business Administration, Finance
Campbell Soup Company December 2014 - Present
Campbell Soup Company February 2013 - December 2014
SEI Investments March 2011 - January 2013
J.G. Wentworth July 2010 - February 2011
Skills
Financial Services, Financial Analysis, Investments, Microsoft Excel, Insurance, Finance, Sales, Microsoft Office, Relationship Management, PowerPoint
Education
University of Pittsburgh 2006 — 2010
Business Administration, Finance
Benjamin Packer's SEI Investments Experience June 2013 - Present
Job Internal Account Executive at SEI Investments
Industry Financial Services
Experience
SEI Investments June 2013 - Present
Education
University of Dayton
SEI Investments June 2013 - Present
Education
University of Dayton
Elisha Oliver's SEI Investments Experience October 2012 - August 2014
Job Customer Service Expert
Industry Financial Services
Experience
LPL Financial January 2015 - May 2015
Bank of America October 2014 - January 2015
SEI Investments October 2012 - August 2014
Morgan Stanley October 2008 - September 2012
Merrill Lynch March 2005 - September 2008
Bank of America August 2002 - February 2005
Allstate October 1998 - May 2002
Skills
Financial Analysis, Finance, Banking, Analysis, Microsoft Office, Microsoft Word, Teamwork, Mutual Funds, Process Improvement
Education
University of North Carolina at Charlotte 1998 — 2002
Bachelor's degree, English Language and Literature, General
LPL Financial January 2015 - May 2015
Bank of America October 2014 - January 2015
SEI Investments October 2012 - August 2014
Morgan Stanley October 2008 - September 2012
Merrill Lynch March 2005 - September 2008
Bank of America August 2002 - February 2005
Allstate October 1998 - May 2002
Skills
Financial Analysis, Finance, Banking, Analysis, Microsoft Office, Microsoft Word, Teamwork, Mutual Funds, Process Improvement
Education
University of North Carolina at Charlotte 1998 — 2002
Bachelor's degree, English Language and Literature, General
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.