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Bookkeepers in Pennsylvania

Bookkeepers in Oaks, PA

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250 results found

Sheri Wrzesniewski Oaks, PA

Professions & Specialties

Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Brokerage Accountant at SEI
Title:
--
Location:
Oaks, Pennsylvania
Industry:
Financial Services
Work history:
SEI - Oaks, PABrokerage Accountantsince May 1997Reliance Insurance - Greater Philadelphia AreaSenior Financial AnaylstDec 1993 - May 1997
Full Profile

Chuck Trofe Oaks, PA

Professions & Specialties

Accounting Clerk • Accounting Bookkeeper • Bookkeeper • Controller • Business Analyst • Analyst • Analysts • Director • Operations Manager • Supervisor • Clerk • Managers • Clerical Specialist • Manager • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Information Technology Specialist • IT Specialist

Experience & Education

Title:
Comcast
Location:
Oaks, Pennsylvania
Industry:
Broadcast Media
Work history:
Automated Financial Systems, Inc. (AFS) - Oaks, PABusiness AnalystSep 2010 - Sep 2011IDS Scheer Americas Inc Senior Staff AccountantNov 2003 - May 2010
Skills:
Financial Analysis, Accounts Receivable, Financial Reporting, Internal Controls, Accounts Payable,...
Full Profile

Dino Battaglia Plymouth Meeting, PA

Professions & Specialties

Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor • Subject Matter Expert • Skilled Professional • Produce Manager • Production Manager • IT Specialist

Experience & Education

Position:
Advisor Network at SEI
Title:
Providing Solutions for Financial Advisors at SEI
Location:
Plymouth Meeting, Pennsylvania
Industry:
Financial Services
Work history:
SEI - Oaks, PAAdvisor Networksince Mar 2013EMoney Advisor - Conshohocken, PAMultipleAug 2005 - Feb 2013
Full Profile

Jill Savka Oaks, PA

Professions & Specialties

Accounting Clerk • Accounting Bookkeeper • Bookkeeper • Accounts Receivables Specialist • Accounts Receivable • Owner • Office Administrator • Chief Executive • Operations Manager • Business Administrator • Bachelor of Science

Experience & Education

Work

Company:
Sic marking usa
Accountant
Company:
A property management company
Staff accountant
Full Profile

Atul Yadav Norristown, PA

Professions & Specialties

Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Owner • Chief Executive • Counselor • Advisor • Business Consultant • Team Member • Analyst • Analysts • Information Technology Specialist • IT Analyst • IT Specialist

Experience & Education

Position:
BL (Business Lead) for Corporate Action Processing at SEI, BPO (Business Process Owner) at SEI,...
Title:
BPO (Business Process Owner) at SEI
Location:
Mississauga, Ontario, Canada
Industry:
Financial Services
Work history:
SEI - Mississauga ON CanadaBL (Business Lead) for Corporate Action Processingsince Sep 2011SEI - Mississauga, ON CanadaBPO (Business Process Owner)since Sep 2011
Skills:
Business Analysis, SDLC, Requirements Analysis, Corporate Actions, Software Project Management,...
Full Profile

Jessica Holt Oaks, PA

Professions & Specialties

Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Certified Nurse Aide • Nurse • Nurse Practitioner • Company Secretary • Lawyers • Paralegal • Office Clerk • Clerical Specialist • Department Store Salesperson • Retail Professional • Retail Salesperson • Chief Executive

Experience & Education

Position:
Risk and Controls Specialist at SEI
Title:
Risk & Controls Specialist at SEI LLC
Location:
Oaks, Pennsylvania
Industry:
Financial Services
Work history:
SEI - Oaks, PARisk and Controls Specialistsince Oct 2012SEI - Oaks, PASPTC / STC Corporate SecretaryJun 2011 - Oct 2012
Full Profile

Michael Farrell Oaks, PA

Professions & Specialties

Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Business Leader • Chief Executive Officer • Chief Executive • Corporate Executive • Certified Nurse Aide • Nurse • Nurse Practitioner • Managers • Sales Representative

Experience & Education

Position:
Managing Director at SEI
Title:
Business Leader SEI Private Wealth Management
Location:
Oaks, Pennsylvania
Industry:
Financial Services
Work history:
SEI - Oaks PaManaging Directorsince Jan 2009SEI Managing Director, Wealth NetworkJan 2006 - Dec 2008
Full Profile

Devin Cassels Oaks, PA

Professions & Specialties

Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Analyst • Apprentice • Analysts • Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Financial Manager • Student Worker

Experience & Education

Position:
Portfolio Strategiest, Investment Management Unit at SEI
Title:
Analyst, Portfolio Strategy Group at SEI
Location:
Oaks, Pennsylvania
Industry:
Financial Services
Work history:
SEI - Greater Philadelphia AreaPortfolio Strategiest, Investment Management Unitsince Jun 2012State Street Global Advisors, Trading Division - Boston, MAIntern, Trading DivisionJun 2011 - Aug 2011
Skills:
Portfolio Management, Analysis, Asset Allocation, Statistics, Capital Markets, Investment...
Full Profile

Andrea Coates Collegeville, PA

Professions & Specialties

Bookkeeper • Accounts Receivable • Accounts Payable • Accounts Payable Specialist • Controller • Finance and Accounting Specialist • Account Manager • Tax Accountant • Accounting Bookkeeper • Vice President • Director • Chief Administrative Officer • Chief Executive • Operations Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Managers

Experience & Education

Position:
Bookkeeper at Re/Max Classic
Title:
Accountant
Location:
Collegeville, Pennsylvania
Industry:
Accounting
Work history:
Re/Max Classic - St Davids PABookkeepersince Jul 2012Central Montgomery MHMR AccountantSep 2010 - Dec 2011
Skills:
FRx, Monthly Close, Monthly Close Process, Sales & Use Tax, Software Conversions, Balance Sheet ...
Full Profile

Patrick Connelly Oaks, PA

Professions & Specialties

Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Position:
Service Professional at SEI Investments
Title:
Client Services Professional at SEI Investments
Location:
Oaks, Pennsylvania
Industry:
Financial Services
Work history:
SEI Investments Service Professionalsince Sep 2006JPMorgan Chase International Settlements SpecialistApr 2004 - Apr 2006
Full Profile

Mitchell Phipps Conshohocken, PA

Professions & Specialties

Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Produce Manager • Production Manager • Counselor • Advisor • School Administrator • Educational Manager • Graphic Designer

Experience & Education

Position:
Product Manager at Ascensus
Title:
Product Manager
Location:
Conshohocken, Pennsylvania
Industry:
Financial Services
Work history:
Ascensus - Dresher, PAProduct Managersince Jun 2012SEI Investments - Oaks, PAWest Regional Service ConsultantOct 2006 - Jun 2012
Full Profile

David Colajezzi Oaks, PA

Professions & Specialties

Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Chief Executive • Operations Manager

Experience & Education

Position:
Vice President & Head of Internal Audit at CIBC Mellon
Title:
VP & Head of Internal Audit CIBC Mellon
Location:
Toronto, Ontario, Canada
Industry:
Financial Services
Work history:
CIBC Mellon - Toronto, Canada AreaVice President & Head of Internal Auditsince Nov 2011BNY Mellon & PNC Bank - Pa & DeHead of Global Investment Servicing AuditMar 2006 - Nov 2011
Skills:
Operational Risk, Enterprise Risk Management, AML, Mutual Funds, SOX, Sarbanes-Oxley Act
Full Profile

Jaclyn O'malley Oaks, PA

Professions & Specialties

Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Investor • Supervisor • Senior Analyst • Managers • Analyst • Analysts

Experience & Education

Position:
Investor Services Supervisor at SEI Investments
Location:
Oaks, Pennsylvania
Industry:
Financial Services
Work history:
SEI Investments - Oaks, PAInvestor Services Supervisorsince Oct 2011SEI Investments - Oaks, PAInvestor Servies Senior AnalystApr 2011 - Sep 2011
Full Profile

Erika Mattson Media, PA

Professions & Specialties

Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Data Entry Specialist • Data Scientist

Experience & Education

Position:
Trend, Reconciliaion and Analysis and Controls Specialist at SEI Investments
Title:
Trend, Reconciliation Analysis and Controls Specialist at SEI Investments
Location:
Springfield, Pennsylvania
Industry:
Financial Services
Work history:
SEI Investments - Oaks, PATrend, Reconciliaion and Analysis and Controls Specialistsince Feb 2006
Full Profile

Andrea Schwindt Oaks, PA

Professions & Specialties

Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Manager • Operations Manager • Market Analyst • Market Research Analyst • Account Service Manager • Client Service Officer • Customer Service

Experience & Education

Position:
Legal Marketing Analyst at SEI Investments
Title:
Legal Services Manager at SEI
Location:
Oaks, Pennsylvania
Industry:
Financial Services
Work history:
SEI Investments Legal Marketing Analystsince Oct 2003SEI Account administratorMay 2000 - Oct 2003
Full Profile

Renee Archie Oaks, PA

Professions & Specialties

Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Analyst • Analysts • Supporting Member • Team Member • Senior Associate

Experience & Education

Position:
Asset Liability Analyst at SEI
Location:
Oaks, Pennsylvania
Industry:
Financial Services
Work history:
SEI Asset Liability Analystsince Jan 2008PwC Consulting Senior AssociateJun 2003 - Dec 2007
Languages:
French
Full Profile

Ryan Rafalowski Oaks, PA

Professions & Specialties

Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supervisor • Managers • Winemaker • Vineyard Tender • Farmworker

Experience & Education

Position:
Supervisor at SEI
Location:
Oaks, Pennsylvania
Industry:
Financial Services
Work history:
SEI Supervisorsince Jul 2007Clover Hill Winery Assistant WinemakerJan 2005 - Jul 2007
Full Profile

Sean Dalnodar Oaks, PA

Professions & Specialties

Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Location:
Oaks, Pennsylvania
Industry:
Financial Services
Full Profile

Holly Miller Oaks, PA

Professions & Specialties

Accounting Bookkeeper • Bookkeeper • Chief Executive Officer • Manager • Partner • Corporate Executive • Chief Executive • Operations Manager • Vice President • Assistant Vice President • Chief Information Officer • General and Operations Manager • Director of Operations • Technology Director • Technology Manager • Technical Managers • Supporting Member • Leadership Think Tank • Team Member • Inspector • Analysts • State Inspector General • State Inspector • Computational Scientist • Computer Scientists

Experience & Education

Position:
Managing Director, Middle Office Outsourcing, Investment Manager Services at SEI
Location:
Oaks, Pennsylvania
Industry:
Investment Management
Work history:
SEI - Oaks, PAManaging Director, Middle Office Outsourcing, Investment Manager Servicessince May 2011Stone House Consulting, LLC PartnerSep 2008 - May 2011
Skills:
Outsourcing, Investment Operations, Performance Measurement, Investment Management, Strategic...
Full Profile

Becky Beauchamp Pottstown, PA

Professions & Specialties

Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Representative • Advisor • Advertising Professional • Advertising Sales Agent • Manager in Training • Apprentice • Leader • Managers • Bachelor of Business Administration • Wellness and Fitness • Hospital Care Professional • Student Worker • Health Professional • Health Practitioner • Automotive Specialist • Automotive Professional • Chief Executive

Experience & Education

Position:
Middle Office Regional Consultant at SEI
Title:
Middle Office Regional Consultant at SEI Investments
Location:
Pottstown, Pennsylvania
Industry:
Marketing and Advertising
Work history:
SEI - Oaks, PAMiddle Office Regional Consultantsince Feb 2013Penske Truck Leasing Compliance RepresentativeMay 2011 - Feb 2013
Full Profile

Patrick O'brien Wayne, PA

Professions & Specialties

Computer Software Professional • C# Developer • Pascal Developer • Fortran Developer • Cobol Developer • Java Developer • JavaScript Developer • Unix Administrator • Linux Administrator • Software Developers • Software Developer • Systems Administrator • Computer Systems Administrator • Subject Matter Expert • Skilled Professional

Experience & Education

Position:
SSE at SEI Investments, SSE, RDBMS SME at SEI
Title:
RDBMS SME at SEI
Location:
Wayne, Pennsylvania
Industry:
Computer Software
Work history:
SEI Investments SSESEI - Oaks, PASSE, RDBMS SMEsince 1977
Full Profile

Luann Roth Phoenixville, PA

Professions & Specialties

Independent Business Owners • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Manager • Operations Manager • Administrative Associate • Independent Contractor • Volunteer • Administrative Clerk • Clerical Specialist • Contractor • Non-Profit • Project Managers • Analysts • Repossessor • Collections Specialist • Entertainer

Experience & Education

Position:
Patron Services Manager at Association for the Colonial Theatre, Administrative Associate at...
Title:
Patron Services Manager
Location:
Phoenixville, Pennsylvania
Industry:
Motion Pictures and Film
Work history:
Association for the Colonial Theatre - Phoenixville, PAPatron Services Managersince Jul 2010Maillie LLP - Oaks, PAAdministrative Associatesince 2009
Full Profile

Nita Cpa Oaks, PA

Professions & Specialties

Bookkeeper • Analyst • Analysts

Experience & Education

Work

Company:
Sei investments
Senior tax analyst
Company:
Bny mellon - King of Prussia, PA
Senior tax analyst

Skills

Federal and Multi state tax return preparation and filing, FIN 48 and tax provision , merger and...
Full Profile

Prashant Kamra Oaks, PA

Professions & Specialties

Business Analyst • Analyst • Analysts • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Information Technology Specialist • IT Specialist

Experience & Education

Position:
Sr. Business Analyst at TCS (Client : RBC Wealth Management), Analyst at Tata Consultancy Services
Title:
Sr. Business Analyst at TCS
Location:
Toronto, Canada Area
Industry:
Information Technology and Services
Work history:
TCS (Client : RBC Wealth Management) - Toronto, Canada AreaSr. Business Analystsince Dec 2011Tata Consultancy Services Analystsince Nov 2004
Full Profile

Sreedhar Bareli Oaks, PA

Professions & Specialties

Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Advisor • Computer Software Professional • Software Developers • Printing Supervisor • Analyst • Print Worker • Analysts • Software Developer • Software Engineer • SQL Developer • C# Developer • Information Technology Specialist • Data Entry Specialist • Data Scientist • IT Analyst • IT Specialist • Market Analyst • Market Research Analyst

Experience & Education

Position:
Software Consultant at SEI Investments
Location:
Oaks, Pennsylvania
Industry:
Computer Software
Work history:
SEI Investments Software Consultantsince Jan 2011Standard&Poor's, NY Software ConsultantJan 2010 - Dec 2010
Languages:
hindi
Full Profile

Joe Dellicompagni Oaks, PA

Professions & Specialties

Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Director of Operations • Owner • Chief Executive • Supervisor • Managers

Experience & Education

Position:
Building Maintanence at SEI
Title:
Building Maintenance at SEI
Location:
Oaks, Pennsylvania
Industry:
Facilities Services
Work history:
SEI - Oaks, PaBuilding Maintanencesince Feb 2012Powerplay Rinks - Exton, PaOperations managerJan 2008 - Feb 2012
Full Profile

Len Moffa Oaks, PA

Professions & Specialties

Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Second Lieutenant • Law Specialist • Lawyers • Client Service Officer • Juris Doctor • Student Worker

Experience & Education

Position:
Second Lieutenant at United States Marine Corps
Title:
Student at Georgetown University Law Center
Location:
Washington, District Of Columbia
Industry:
Law Practice
Work history:
United States Marine Corps Second Lieutenantsince Aug 2013SEI Investments - Oaks, PACorporate Actions SpecialistOct 2010 - Jul 2012
Full Profile

Laura Edling Oaks, PA

Professions & Specialties

Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Public Relations Manager • Marketing Professional • Advertising Sales Agent • Operations Manager • Computer Software Professional • IT Manager • Software Developers • Organization Management

Experience & Education

Position:
Public Relations Manager, Institutional Group at SEI
Location:
Oaks, Pennsylvania
Industry:
Investment Management
Work history:
SEI - Oaks, PAPublic Relations Manager, Institutional Groupsince Oct 2011MEDecision Marketing SpecialistSep 2010 - Oct 2011
Full Profile

Kelli Aylmer Oaks, PA

Professions & Specialties

Professor • Manager • Operations Manager • Performer • Office Clerk • Clerical Specialist

Experience & Education

Work

Company:
Center ice of oaks/independent contractor
Figure skating teacher/program creator and manager
Company:
Woodstock ice productions, disney on ice
Performer/public relations promotions

Skills

Business Development, Business Retention, Program Creation, Management, International Travel,
Full Profile

Michelle Volkert West Chester, PA

Professions & Specialties

Accounting Analyst • Financial Analyst • Accounting Bookkeeper • Bookkeeper • Customer Service Associate • Client Service Officer • Customer Service • Music Artist • Musicians

Experience & Education

Position:
Accounting Analyst Alternative Investments at SEI
Location:
West Chester, Pennsylvania
Industry:
Accounting
Work history:
SEI - Oaks, PAAccounting Analyst Alternative Investmentssince Jun 2012Walgreens - West Chester, PACustomer Service AssociateMar 2005 - Jan 2012
Full Profile

Mike Szoke Phoenixville, PA

Professions & Specialties

Tax Accountant • Chief Accountant • Account Manager • Accounting Bookkeeper • Bookkeeper • Hospital Care Professional • Health Professional • Health Practitioner

Experience & Education

Position:
Tax Accountant at UHS
Location:
Phoenixville, Pennsylvania
Industry:
Accounting
Work history:
UHS - King of Prussia, PATax Accountantsince Apr 2012Maillie, Falconiero & Company, LLP - Oaks, PASenior AccountantDec 2010 - Feb 2012
Full Profile

Cindy Wanto Oaks, PA

Professions & Specialties

Accounting Technician • Accounting Bookkeeper • Bookkeeper • Customer Service • Client Service Officer • Technician • Coordinator • Operations Coordinator • Technical Specialist • Technical Support Specialists • Managers • Operations Officer • Operations Manager

Experience & Education

Work

Company:
Lsi lps local solutions - Coraopolis, PA
Closing scheduler
Company:
Randstad - Coraopolis, PA
Insurance processor
Full Profile

John Molster Baltimore, MD

Professions & Specialties

Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Manager • Operations Manager • Captain • Associate Professor • Lecturer • Postsecondary Teacher • Certified Nurse Aide • Nurse • Nurse Practitioner • Counselor • Security • Advisor • Doctor of Medicine • Management Analysts • Chief Executive • Financial Manager • Financial Officer • Business Administrator • High School Diploma • Market Research Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager

Experience & Education

Position:
Wealth Manager at Williams Asset Management, Captain, S-3 Training Officer at Maryland Defense...
Title:
Wealth Manager at Williams Asset Management
Location:
Baltimore, Maryland Area
Industry:
Financial Services
Work history:
Williams Asset Management - Columbia, MarylandWealth ManagerMaryland Defense Force Captain, S-3 Training Officersince 2012
Skills:
Investments, Portfolio Management, Customer Relations, Asset Allocation, New Business Development,...
Certifications:
Certified Financial Planner, CFP Board of Standards
Chartered Financial Consultant, The American College
Full Profile

Grant Smith Philadelphia, PA

Professions & Specialties

Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Manager • Partner • Operations Manager • Chief Executive • Custodian • Custodial Worker • Cleaners • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Managers • Analysts • Air Transportation Worker • Computer Specialist • Software Developers

Experience & Education

Position:
GWP Service Management Team – Manager at SEI Investments
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
SEI Investments - Oaks, PAGWP Service Management Team – Managersince Apr 2011SEI Investments GWP Service Management Team – Business LeadAug 2010 - Apr 2011
Skills:
Microsoft Access, Coaching, Process Improvement, User Acceptance Testing, Corporate Actions,...
Full Profile

Adam Zurek New York, NY

Professions & Specialties

Accounting Bookkeeper • Bookkeeper • Finance and Accounting Specialist • Counselor • Advisor • Analysts • Bachelor of Business Administration

Experience & Education

Position:
Accountant at Oracle Advisory Services LLC (Sole Proprietorship)
Title:
hedge fund ops & accounting specialist
Location:
Greater New York City Area
Industry:
Investment Management
Work history:
Oracle Advisory Services LLC Accountantsince Nov 2012Hedge fund - NYCConsultantAug 2011 - May 2012
Skills:
Accounting, Hedge Funds, Fixed Income, Equities, Derivatives, CFDs, Options, Futures, Currency,...
Full Profile

Rosanne Miller Oaks, PA

Professions & Specialties

Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Lawyer

Experience & Education

Office:
SEI Investments
1 Freedom Valley Drive, P.o. Box 1100, Oaks, PA
Responsibilities:
Consumer Financial Services
ISLN:
904775097
Admitted:
1990
Full Profile

Bruce Speca Boston, MA

Professions & Specialties

Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chairperson • Chief Executive Officer • Vice President • Chief Executive • Corporate Executive • Master of Business Administration

Experience & Education

Position:
Trustee- SEI Advisors' Inner Circle Funds at SEI
Title:
Financial Services Executive
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
SEI - Oaks, PATrustee- SEI Advisors' Inner Circle Fundssince Nov 2011Manulife Asset Management Global Head of Asset AllocationJun 2010 - May 2011
Full Profile

Chad Stacks Philadelphia, PA

Professions & Specialties

Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Project Manager • Model • Configuration Management • Software Deployment Engineer • Software Engineer • Software Developers • Project Managers • Analyst • Analysts • Managers • IT Analyst • Computer Specialist • Operations Manager • Sports Trainer • Sports Trainers

Experience & Education

Position:
Environment Management Lead at SEI Investments, Project Manager at SEI Investments
Title:
Environment Management Lead at SEI Investments
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
SEI Investments - Oaks PAEnvironment Management Leadsince Apr 2013SEI Investments - OaksProject Managersince Aug 2012
Full Profile

Brian Chirlin Philadelphia, PA

Professions & Specialties

Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Security • Team Member • Organization Management • Analyst • Analysts • Managers • Football Coach • Sports Game Coach • Bachelor of Science • Private Teacher • Tutor • Student Worker • Operations Manager

Experience & Education

Position:
Security Processing Specialist at SEI
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
SEI - Oaks, PASecurity Processing Specialistsince Aug 2012SEI Corrections and Reversals SpecialistMay 2010 - Aug 2012
Skills:
Mutual Funds, Reconciliation, Investments, Operations, Corporate Actions, Income, Cash, Training...
Full Profile

Jenna Shenk Princeton, NJ

Professions & Specialties

Accounting Clerk • Accounting Bookkeeper • Bookkeeper • Finance and Accounting Specialist • Project Analyst • Investor • Supervisor • Analysts • Managers • Graphic Design Specialist • Graphic Designer • Sales Representative • School Administrator • Educational Manager

Experience & Education

Position:
Senior Project Analyst - Staff Accountant at Merrill Lynch
Title:
Senior Project Analyst - Staff Accountant
Location:
Princeton, New Jersey
Industry:
Accounting
Work history:
Merrill Lynch - New JerseySenior Project Analyst - Staff Accountantsince Apr 2012SEI Investments - Oaks, PAHedge Fund SupervisorApr 2011 - Apr 2012
Full Profile

Nathanael Goble Philadelphia, PA

Professions & Specialties

Accounting Clerk • Fund Accountant • Accounting Bookkeeper • Bookkeeper • Finance and Accounting Specialist • Market Analyst • Market Research Analyst • Managers • Operations Manager

Experience & Education

Position:
Staff Accountant at Pritchard, Bieler, Gruver & Willison, P.C., CPAs
Location:
Greater Philadelphia Area
Industry:
Accounting
Work history:
Pritchard, Bieler, Gruver & Willison, P.C., CPAs Staff Accountantsince Sep 2012SEI Investments - Oaks, PAFund AccountantNov 2010 - Sep 2012
Full Profile

Aj Dimatteo Philadelphia, PA

Professions & Specialties

Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Property Manager • Real Estate Manager

Experience & Education

Position:
Private Banking Implementations Team at SEI
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
SEI - Oaks, PAPrivate Banking Implementations Teamsince Jan 2013SEI - Oaks, PAService ManagementJan 2012 - Dec 2012
Skills:
Mutual Funds, Securities, Product Management, Product Development, Project Management, Tax...
Full Profile

Ashley Leuthe Philadelphia, PA

Professions & Specialties

Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Produce Manager • Manager • Production Manager • Operations Manager • Advisor • Spokesperson • Representative • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Product Manager | SEI Advisor Network, Wealth Platform at SEI
Title:
Senior Product Manager at SEI
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
SEI - Greater Philadelphia Area | Financial ServicesProduct Manager | SEI Advisor Network, Wealth Platformsince 2012SEI - Oaks, PASolutions Manager: SEI Advisor Network2005 - 2012
Skills:
Product Management, Vendor Management, Agile Methodologies, Cross-functional Team Leadership,...
Full Profile

Brian Pantelich State College, PA

Professions & Specialties

Accounting Analyst • Finance and Accounting Specialist • Financial Analyst • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Accounting Analyst at SEI
Location:
State College, Pennsylvania Area
Industry:
Financial Services
Work history:
SEI - Oaks, PaAccounting Analystsince Jun 2012
Full Profile

Ryan Leneis Philadelphia, PA

Professions & Specialties

Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supporting Member • Security • Advisor • Team Member • Board Member • Manager • Management Team Executive • Operations Manager

Experience & Education

Position:
Associate, Operations & Admin - NAV Oversight at BlackRock
Title:
Associate - BlackRock
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
BlackRock - Wilmington, DelawareAssociate, Operations & Admin - NAV Oversightsince May 2011SEI - Oaks, PAManager, Mutual Fund AccountingSep 2010 - Apr 2011
Full Profile

Tony Santangelo Philadelphia, PA

Professions & Specialties

Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • DB Administrator • Database Administrator • Information Technology Specialist • Systems Architect • Database Administration Professional • IT Specialist • Software Developers • Project Manager • Security • Project Managers • Systems Support Specialist • Support Specialists • Analysts • Advisor • Team Member • Operations Manager • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Client Service Officer • Customer Service

Experience & Education

Position:
Systems Database Engineer at SEI
Title:
Production SQL Server DBA at SEI
Location:
Greater Philadelphia Area
Industry:
Information Technology and Services
Work history:
SEI - Oaks, PASystems Database Engineersince Apr 2012Micro Strategies Sr. Systems EngineerNov 2010 - Mar 2012
Skills:
SQL Server, Windows Server, Hyper-V, Mobius, iManage, Autonomy, System Design, Systems Analysis,...
Full Profile

Robert Mainello Philadelphia, PA

Professions & Specialties

Credit Analyst • Finance and Accounting Specialist • Loan Accountant • Accounting Bookkeeper • Bookkeeper • Financial Analyst • Analyst • Counselor • Construction • Analysts • Advisor • Municipal Clerk • Civil Servant • Computer Software Professional • Software Developers • Student Worker • Vice President • Chief Executive

Experience & Education

Position:
Consultant at Top Tier Authentics Sports Marketing, Municipal Bond Credit Analyst - Fixed Income...
Title:
Municipal Bond Analyst - Fixed Income Management
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Top Tier Authentics Sports Marketing Consultantsince Jul 2013SEI - Oaks, PAMunicipal Bond Credit Analyst - Fixed Income Managementsince Jan 2013
Full Profile

Jen Nolan Chicago, IL

Professions & Specialties

Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Business Analyst • Analyst • Analysts • Software Engineer • Software Developers • Produce Manager • Production Manager • IT Specialist • Operations Manager • HR Manager • Project Managers • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Position:
Business Analyst at Geneca
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Geneca - Oakbrook ILBusiness Analystsince Apr 2013SEI - Oaks PAProduct Manager - Global Wealth Management Platform (GWMP)Jan 2011 - Nov 2012
Full Profile

Melissa Pohlig Philadelphia, PA

Professions & Specialties

Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Produce Manager • Board Member • Production Manager • Management Team Executive • Operations Manager • Non-Profit • Advisor • Analyst • Analysts • Chief Executive • Founding Member • Marketing Manager • Construction • PR and Communications Professional • Public Relations Professinal • Student Worker • Food Server

Experience & Education

Position:
Board Member at ConKerr Cancer, Product Manager at SEI
Title:
Product Manager at SEI
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
ConKerr Cancer - Wayne, PABoard Membersince Feb 2013SEI - Oaks, PAProduct Managersince Jun 2012
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Chris La Marca Philadelphia, PA

Professions & Specialties

Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Philanthrope • Counselor • Construction • Non-Profit • Advisor • Director • Operations Manager • Marketing Manager • Brand Planner • Brand Representative • Technology Director • Technology Manager • Technical Managers • Financial Officer • Financial Manager • Buyer and Seller • Sales Representative • Behavioral Consultant • Psychology Specialist

Experience & Education

Position:
Non Profit Group Director at PFM Asset Management
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
PFM Asset Management - PhiladelphiaNon Profit Group Directorsince Mar 2012SEI Investments - Oaks, PANon Profit Investment SolutionsJan 2008 - Feb 2012
Skills:
US Healthcare / Foundations/ Endowments, Outsourced Chief Investment Officer (CIO), Investment...
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