Resumes
Resumes

Director Of Operations And Vice President, Sei Private Trust Company
View pageLocation:
123 Barton Dr, Spring City, PA 19475
Industry:
Financial Services
Work:
SEI Investments since Feb 2011
Project Specialist, Operations Change Management
SEI Investments Oct 2006 - Feb 2011
Supervisor, Customer Account Transfers
SEI Investments Feb 2005 - Oct 2006
Mutual Fund Income Analyst
Acquisition Management Services, Inc Sep 2002 - Feb 2005
Analyst/Office Manager
Project Specialist, Operations Change Management
SEI Investments Oct 2006 - Feb 2011
Supervisor, Customer Account Transfers
SEI Investments Feb 2005 - Oct 2006
Mutual Fund Income Analyst
Acquisition Management Services, Inc Sep 2002 - Feb 2005
Analyst/Office Manager
Education:
Villanova University 2003 - 2006
Master of Business Administration, Finance Villanova University 1998 - 2002
Bachelor of Arts, Psychology; Business Administration and Marketing Minors
Master of Business Administration, Finance Villanova University 1998 - 2002
Bachelor of Arts, Psychology; Business Administration and Marketing Minors
Skills:
Back Office
Process Improvement
Mutual Funds
Finance
Business Analysis
Financial Services
Securities
User Acceptance Testing
Management
Account Reconciliation
Risk Management
Agile Methodologies
Agile and Waterfall Methodologies
Investments
Vendor Management
Bloomberg
Equities
Financial Analysis
Banking
Asset Managment
Fixed Income
Corporate Actions
Financial Reporting
Portfolio Management
Wealth Management
Process Improvement
Mutual Funds
Finance
Business Analysis
Financial Services
Securities
User Acceptance Testing
Management
Account Reconciliation
Risk Management
Agile Methodologies
Agile and Waterfall Methodologies
Investments
Vendor Management
Bloomberg
Equities
Financial Analysis
Banking
Asset Managment
Fixed Income
Corporate Actions
Financial Reporting
Portfolio Management
Wealth Management
Certifications:
Safe Product Manager/Product Owner (Spmpo)
Six Sigma Green Belt
Six Sigma Green Belt