SEI Investments Company
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, PA CEO: Alfred P. West, Jr. (1968–) Number of employees: Approximately 3,371 (June 2017) Subsidiaries: SEI Investments Inc, LSV ASSET MANAGEMENT,
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SEI Investments Company Employees
Employee
Years
Job
Industry
Erich Holland Erich Holland's SEI Investments Company Experience July 2015 - Present
Job Regional Director (Ohio & Kentucky) at SEI Investments Company
Industry Investment Management
Experience
SEI Investments Company July 2015 - Present
SEI Investments Company October 2013 - June 2015
SEI Investments Company October 2010 - October 2013
SEI Investments Company May 2010 - October 2010
Evermore Investments, LLC May 2006 - August 2006
Morrland Holdings, Inc. May 2005 - August 2005
Education
Villanova University 2011 — 2013
Master of Business Administration (MBA), Finance & Strategic Management
Stetson University
Bachelor of Business Administration (BBA), Finance & Accounting / Minor in Strategic Management
Trinity High School
High School
SEI Investments Company July 2015 - Present
SEI Investments Company October 2013 - June 2015
SEI Investments Company October 2010 - October 2013
SEI Investments Company May 2010 - October 2010
Evermore Investments, LLC May 2006 - August 2006
Morrland Holdings, Inc. May 2005 - August 2005
Education
Villanova University 2011 — 2013
Master of Business Administration (MBA), Finance & Strategic Management
Stetson University
Bachelor of Business Administration (BBA), Finance & Accounting / Minor in Strategic Management
Trinity High School
High School
David Loose Jr David Loose Jr's SEI Investments Company Experience April 2007 - May 2014
Job International Tax Specialist & Adjunct Professor of Tax
Industry Financial Services
Experience
Albright College August 2015 - Present
Bentley Systems January 2015 - Present
PwC May 2014 - December 2014
SEI Investments Company April 2007 - May 2014
Berks Tax & Business Services January 2003 - April 2014
Penske Truck Leasing April 2005 - April 2007
PwC April 2003 - April 2005
PMA Insurance Group July 1999 - April 2003
United States Navy Reserve June 1996 - June 2002
Paychex June 1996 - July 1999
Skills
Accounting, Tax Accounting, Microsoft Office, Tax Preparation, Tax, Account Reconciliation, SEC filings, Accounts Receivable, Financial Reporting, Income Tax, Insurance, CPA, Corporate Tax, Auditing, Financial Analysis, SEC Filings
Education
Saint Joseph's University 2003 — 2006
Master of Business Administration (M.B.A.), Accounting, 3.85 / 4.00 GPA
Albright College 1999 — 2001
Bachelor of Science (B.S.), Accounting, Magna Cum Laude
Albright College August 2015 - Present
Bentley Systems January 2015 - Present
PwC May 2014 - December 2014
SEI Investments Company April 2007 - May 2014
Berks Tax & Business Services January 2003 - April 2014
Penske Truck Leasing April 2005 - April 2007
PwC April 2003 - April 2005
PMA Insurance Group July 1999 - April 2003
United States Navy Reserve June 1996 - June 2002
Paychex June 1996 - July 1999
Skills
Accounting, Tax Accounting, Microsoft Office, Tax Preparation, Tax, Account Reconciliation, SEC filings, Accounts Receivable, Financial Reporting, Income Tax, Insurance, CPA, Corporate Tax, Auditing, Financial Analysis, SEC Filings
Education
Saint Joseph's University 2003 — 2006
Master of Business Administration (M.B.A.), Accounting, 3.85 / 4.00 GPA
Albright College 1999 — 2001
Bachelor of Science (B.S.), Accounting, Magna Cum Laude
Josh Grohotolski Josh Grohotolski's SEI Investments Company Experience August 2014 - July 2015
Job Prime Brokerage at Interactive Brokers
Industry Financial Services
Experience
Interactive Brokers July 2015 - Present
SEI Investments Company August 2014 - July 2015
National Penn June 2013 - August 2013
PenTeleData June 2011 - August 2012
Skills
Financial Economics, Statistics, Mathematics, Foreign Exchange, Time Management, Finance, Sales, Microsoft Excel, Customer Satisfaction, Bloomberg, Investments, Financial Market..., Team Leadership, Portfolio Management, Microsoft Office, Customer Service, Microsoft Word, Networking, PowerPoint, International Finance, Management, Business Economics, Econometrics, International Trade, International Economics, FX trading, Salesforce.com, Accounting, Account Reconciliation, Mutual Funds, Asset Management, Stock Market Analysis, SunGard, Research, Communication, Analytic Problem Solving, Regression Analysis, Monetary Policy, Monetary Theory, Federal Reserve, Financial Analysis, Financial Reporting
Education
Penn State University 2010 — 2014
B.S. Economics, Money and Banking, Theory and Quantitative Methods
Palmerton
Interactive Brokers July 2015 - Present
SEI Investments Company August 2014 - July 2015
National Penn June 2013 - August 2013
PenTeleData June 2011 - August 2012
Skills
Financial Economics, Statistics, Mathematics, Foreign Exchange, Time Management, Finance, Sales, Microsoft Excel, Customer Satisfaction, Bloomberg, Investments, Financial Market..., Team Leadership, Portfolio Management, Microsoft Office, Customer Service, Microsoft Word, Networking, PowerPoint, International Finance, Management, Business Economics, Econometrics, International Trade, International Economics, FX trading, Salesforce.com, Accounting, Account Reconciliation, Mutual Funds, Asset Management, Stock Market Analysis, SunGard, Research, Communication, Analytic Problem Solving, Regression Analysis, Monetary Policy, Monetary Theory, Federal Reserve, Financial Analysis, Financial Reporting
Education
Penn State University 2010 — 2014
B.S. Economics, Money and Banking, Theory and Quantitative Methods
Palmerton
Deneka Falco Deneka Falco's SEI Investments Company Experience March 2009 - September 2009
Job Drexel University Graduate
Industry Financial Services
Experience
Falco Construction Co, Inc July 2007 - Present
GlaxoSmithKline March 2010 - December 2010
SEI Investments Company March 2009 - September 2009
SEI Investments Company March 2008 - March 2009
Education
Drexel University 2006 — 2011
Bachelor of Science in Business Administration, Finance
Falco Construction Co, Inc July 2007 - Present
GlaxoSmithKline March 2010 - December 2010
SEI Investments Company March 2009 - September 2009
SEI Investments Company March 2008 - March 2009
Education
Drexel University 2006 — 2011
Bachelor of Science in Business Administration, Finance
Avir Kalva Avir Kalva's SEI Investments Company Experience June 2010 - August 2010
Job Process Improvement and Change Operations Manager at Amazon
Industry Internet
Experience
Amazon May 2015 - Present
North America Capacity Execution and S&OP Strategy April 2014 - Present
Amazon Fulfillment July 2013 - April 2014
Amazon Process Improvement January 2013 - July 2013
Amazon Fulfillment August 2011 - December 2012
SEI Investments Company June 2010 - August 2010
H&R Block September 2008 - March 2010
Lockheed Martin IS&GS Civil May 2009 - August 2009
Skills
Salesforce.com, Operations Management, Team Leadership, Team Building, Process Improvement, Leading Large Teams, Leading Projects, Kaizen, Six Sigma, Leadership, Business Process..., Forecasting, Microsoft Office, Management, Inventory Management, HTML, Basic SQL, Project Management, Start-ups, Cross-functional Team...
Education
Indiana University - Kelley School of Business 2007 — 2011
Bachelor of Science in Business, Finance, Supply Chain Management, International Business
University College Dublin 2010 — 2010
Bachelor of Business Administration (B.B.A.)
Signature School 2003 — 2007
Academic Honors Diploma
Amazon May 2015 - Present
North America Capacity Execution and S&OP Strategy April 2014 - Present
Amazon Fulfillment July 2013 - April 2014
Amazon Process Improvement January 2013 - July 2013
Amazon Fulfillment August 2011 - December 2012
SEI Investments Company June 2010 - August 2010
H&R Block September 2008 - March 2010
Lockheed Martin IS&GS Civil May 2009 - August 2009
Skills
Salesforce.com, Operations Management, Team Leadership, Team Building, Process Improvement, Leading Large Teams, Leading Projects, Kaizen, Six Sigma, Leadership, Business Process..., Forecasting, Microsoft Office, Management, Inventory Management, HTML, Basic SQL, Project Management, Start-ups, Cross-functional Team...
Education
Indiana University - Kelley School of Business 2007 — 2011
Bachelor of Science in Business, Finance, Supply Chain Management, International Business
University College Dublin 2010 — 2010
Bachelor of Business Administration (B.B.A.)
Signature School 2003 — 2007
Academic Honors Diploma
Jessica Pao Jessica Pao's SEI Investments Company Experience June 1997 - May 2006
Job Reconciliation Analyst at Pershing LLC, a BNY Mellon company
Industry Investment Management
Experience
Pershing LLC, a BNY Mellon company May 2006 - Present
SEI Investments Company June 1997 - May 2006
Skills
Analysis, Portfolio..., Strategy, Security APL,..., Account Reconciliation, Accounting, Financial Analysis, Mutual Funds, Finance, Equities, Bloomberg, Fixed Income, Securities, Hedge Funds, Banking, Financial Services
Education
Drexel University - College of Business and Administration 1992 — 1996
Bachelor of Science in Business Administration, Accounting
Pershing LLC, a BNY Mellon company May 2006 - Present
SEI Investments Company June 1997 - May 2006
Skills
Analysis, Portfolio..., Strategy, Security APL,..., Account Reconciliation, Accounting, Financial Analysis, Mutual Funds, Finance, Equities, Bloomberg, Fixed Income, Securities, Hedge Funds, Banking, Financial Services
Education
Drexel University - College of Business and Administration 1992 — 1996
Bachelor of Science in Business Administration, Accounting
Edward Morris Edward Morris's SEI Investments Company Experience May 2015 - August 2015
Job Intern at SEI Investments Company
Industry Financial Services
Experience
Johns Hopkins University September 2014 - Present
SEI Investments Company May 2015 - August 2015
Merrill Lynch June 2014 - August 2014
NXTsports May 2013 - August 2014
MindSumo January 2014 - May 2014
Ed Morris Tile Men June 2010 - May 2013
Skills
Leadership, Teamwork, Coaching, Finance, Microsoft Excel, Research, Data Analysis, Customer Service, Analysis
Education
The Johns Hopkins University 2012 — 2016
Bachelor of Arts (BA), Economics
Malvern Preparatory School 2008 — 2012
Johns Hopkins University September 2014 - Present
SEI Investments Company May 2015 - August 2015
Merrill Lynch June 2014 - August 2014
NXTsports May 2013 - August 2014
MindSumo January 2014 - May 2014
Ed Morris Tile Men June 2010 - May 2013
Skills
Leadership, Teamwork, Coaching, Finance, Microsoft Excel, Research, Data Analysis, Customer Service, Analysis
Education
The Johns Hopkins University 2012 — 2016
Bachelor of Arts (BA), Economics
Malvern Preparatory School 2008 — 2012
Jennifer Tierney's SEI Investments Company Experience July 2012 - August 2012
Job Marketing Director at Marrone Law Firm, LLC
Industry Marketing and Advertising
Experience
Marrone Law Firm, LLC October 2013 - Present
Self Employed July 2014 - Present
Merion Matters (ADVANCE Healthcare Network) May 2013 - September 2013
Saint Joseph's University May 2011 - May 2013
SEI Investments Company July 2012 - August 2012
Education
Saint Joseph's University 2009 — 2013
Bachelor of Science (B.S.), Business Administration, Marketing, Communications
Gwynedd Mercy Academy High School 2005 — 2009
Diploma
Marrone Law Firm, LLC October 2013 - Present
Self Employed July 2014 - Present
Merion Matters (ADVANCE Healthcare Network) May 2013 - September 2013
Saint Joseph's University May 2011 - May 2013
SEI Investments Company July 2012 - August 2012
Education
Saint Joseph's University 2009 — 2013
Bachelor of Science (B.S.), Business Administration, Marketing, Communications
Gwynedd Mercy Academy High School 2005 — 2009
Diploma
Khaled R. Mostafa Khaled R. Mostafa's SEI Investments Company Experience October 2003 - December 2011
Job Fund Administrator at Guggenheim Investments
Industry Translation and Localization
Experience
Guggenheim Partners January 2013 - Present
SEI Investments Company October 2003 - December 2011
BNY Mellon (Formerly PNC/PFPC Global Fund Services) February 2000 - October 2003
TD Bank (Formerly Commerce Bank) October 1999 - February 2000
Skills
Accounting, Fund Accounting, Hedge Funds, Hedge Accounting, Arabic, Egyptian Arabic, Egyptian Colloquial..., Modern Standard Arabic, North Africa, Middle East, Corporate Actions, Fund Administration, Financial Services, Fund Of Funds, Microsoft Excel, Securities
Education
Georgetown University 2012 — 2012
English for Heritage Language Speakers (EHLS) Certificate Program
Saint Joseph's University 2005 — 2008
MS in Financial Services
Wilmington University 2002 — 2004
BS in Finance
Montgomery County Community College 1997 — 2000
AS in Accounting
University of the District of Columbia
University of the District of Columbia
University of the District of Columbia
University of the District of Columbia
Guggenheim Partners January 2013 - Present
SEI Investments Company October 2003 - December 2011
BNY Mellon (Formerly PNC/PFPC Global Fund Services) February 2000 - October 2003
TD Bank (Formerly Commerce Bank) October 1999 - February 2000
Skills
Accounting, Fund Accounting, Hedge Funds, Hedge Accounting, Arabic, Egyptian Arabic, Egyptian Colloquial..., Modern Standard Arabic, North Africa, Middle East, Corporate Actions, Fund Administration, Financial Services, Fund Of Funds, Microsoft Excel, Securities
Education
Georgetown University 2012 — 2012
English for Heritage Language Speakers (EHLS) Certificate Program
Saint Joseph's University 2005 — 2008
MS in Financial Services
Wilmington University 2002 — 2004
BS in Finance
Montgomery County Community College 1997 — 2000
AS in Accounting
University of the District of Columbia
University of the District of Columbia
University of the District of Columbia
University of the District of Columbia
Sharon Fox-Myers's SEI Investments Company Experience 1995 - 2003
Job Senior FP&A Commercial Operations, at Teva Pharmaceuticals
Industry Pharmaceuticals
Experience
Teva Pharmaceuticals August 2014 - Present
Teva Pharmaceuticals February 2012 - August 2014
Teva Respiratory, LLC October 2009 - February 2012
Razorfish March 2003 - September 2009
Avenue A Razorfish 2003 - September 2009
SEI Investments Company 1995 - 2003
National Media 1993 - 1995
Skills
Financial Analysis, Forecasting, Sarbanes-Oxley Act, Business Analysis, Process Improvement, Accounting, Financial Modeling, Project Management, Strategic Planning, Budget, Account Management, Strategy, Budgets, Financial Reporting, Auditing, Strategic Financial...
Education
Temple University 1985 — 1989
Bachelor of Business Administration (B.B.A.), Accounting
Wissahickon High School 1981 — 1985
HS Diploma
Teva Pharmaceuticals August 2014 - Present
Teva Pharmaceuticals February 2012 - August 2014
Teva Respiratory, LLC October 2009 - February 2012
Razorfish March 2003 - September 2009
Avenue A Razorfish 2003 - September 2009
SEI Investments Company 1995 - 2003
National Media 1993 - 1995
Skills
Financial Analysis, Forecasting, Sarbanes-Oxley Act, Business Analysis, Process Improvement, Accounting, Financial Modeling, Project Management, Strategic Planning, Budget, Account Management, Strategy, Budgets, Financial Reporting, Auditing, Strategic Financial...
Education
Temple University 1985 — 1989
Bachelor of Business Administration (B.B.A.), Accounting
Wissahickon High School 1981 — 1985
HS Diploma
Nunzio Ruggeri's SEI Investments Company Experience October 2006 - February 2013
Job Vice President and Corporate General Counsel at Allan Myers
Industry Construction
Experience
Allan Myers (formerly American Infrastructure) February 2013 - Present
SEI Investments Company October 2006 - February 2013
Pepper Hamilton LLP September 2001 - October 2006
Education
Villanova University School of Law
J.D
Saint Joseph's University
B.A, Dual; Economics; International Relations
Allan Myers (formerly American Infrastructure) February 2013 - Present
SEI Investments Company October 2006 - February 2013
Pepper Hamilton LLP September 2001 - October 2006
Education
Villanova University School of Law
J.D
Saint Joseph's University
B.A, Dual; Economics; International Relations
Keith Lesch's SEI Investments Company Experience October 2010 - October 2011
Job FP&A Analyst U.S. Lab Sales at VWR
Industry Logistics and Supply Chain
Experience
VWR December 2013 - Present
VWR International October 2011 - December 2013
SEI Investments Company October 2010 - October 2011
Skills
SAP, Variance Analysis, Microsoft Excel, Forecasting, Financial Analysis, Financial Reporting, Budgets, Hyperion Enterprise, Finance, Analysis, Accounting, Mergers & Acquisitions, Consolidation
Education
Penn State University 2006 — 2010
Bachelor of Sciences, Finance
VWR December 2013 - Present
VWR International October 2011 - December 2013
SEI Investments Company October 2010 - October 2011
Skills
SAP, Variance Analysis, Microsoft Excel, Forecasting, Financial Analysis, Financial Reporting, Budgets, Hyperion Enterprise, Finance, Analysis, Accounting, Mergers & Acquisitions, Consolidation
Education
Penn State University 2006 — 2010
Bachelor of Sciences, Finance
Timothy Sewter's SEI Investments Company Experience 2010 - 2012
Job Operations Associate at BNY Mellon
Industry Financial Services
Experience
BNY Mellon April 2012 - Present
SEI Investments Company 2010 - 2012
The Office of Senator Mary Landrieu 2006 - 2006
Skills
Equities
Education
James Madison University
BS, Economics
BNY Mellon April 2012 - Present
SEI Investments Company 2010 - 2012
The Office of Senator Mary Landrieu 2006 - 2006
Skills
Equities
Education
James Madison University
BS, Economics
Karina Goodman's SEI Investments Company Experience January 2013 - January 2013
Job Management Development Trainee at M&T Bank
Industry Financial Services
Experience
M&T Bank Peer TutorLafayette CollegeAugust 2014 - May 2015
Lafayette College August 2013 - February 2014
Merrill Lynch Wealth Management January 2014 - January 2014
Further Lane Asset Management June 2013 - August 2013
SEI Investments Company January 2013 - January 2013
Further Lane Asset Management January 2013 - January 2013
Spine Arts Center May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Stata, Adobe Indesign, Adobe Photoshop, Intermediate French, Teamwork
Education
Lafayette College 2011 — 2015
Bachelor of Arts (BA), Economics with Finance Certificate; Government & Law Minor, Major GPA: 3.73; Overall GPA: 3.66
Goldsmiths, University of London 2013 — 2013
Studied economics, politics, and film studies
M&T Bank Peer TutorLafayette CollegeAugust 2014 - May 2015
Lafayette College August 2013 - February 2014
Merrill Lynch Wealth Management January 2014 - January 2014
Further Lane Asset Management June 2013 - August 2013
SEI Investments Company January 2013 - January 2013
Further Lane Asset Management January 2013 - January 2013
Spine Arts Center May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Stata, Adobe Indesign, Adobe Photoshop, Intermediate French, Teamwork
Education
Lafayette College 2011 — 2015
Bachelor of Arts (BA), Economics with Finance Certificate; Government & Law Minor, Major GPA: 3.73; Overall GPA: 3.66
Goldsmiths, University of London 2013 — 2013
Studied economics, politics, and film studies
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