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Customer Services in Pennsylvania

Customer Services in Oaks, PA

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145 results found

Michele Schwartz Oaks, PA

Professions & Specialties

Customer Service • Client Service Officer • Supplier • Consumer Goods Professional • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Commodities Clerk • Chief Administrative Officer • Sales Manager • Operations Manager • Chief Executive • Bachelors Degree • Business Administrator • Human Resources Specialist • Recruitment • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Inside Sales and Customer Service at Sheppard Redistribution, Full-time student at University of...
Title:
Business Professional with 7 Years Experience - Passion for Marketing and Communications
Location:
Oaks, Pennsylvania
Industry:
Wholesale
Work history:
Sheppard Redistribution - Oaks, PaInside Sales and Customer Servicesince Jul 2011University of Phoenix Full-time studentsince Sep 2009
Full Profile

Ronald Mcgraw Oaks, PA

Professions & Specialties

Customer Service • Counselor • Advisor • Client Service Officer • Operations Manager

Experience & Education

Work

Company:
Deutsche bank securities, inc
Consultant - client service rep ged equity settlements
Company:
Pershing securities, llc
Consultant - settlements
Full Profile

Kelley Lee Oaks, PA

Professions & Specialties

Customer Service • Client Service Officer • Sales Account Associate • Sales Executive • Instructor • Pedagogue • Administrative Associate • Advisor • Administrative Clerk • Clerical Specialist • Bachelor of Science • Sales Manager

Experience & Education

Work

Company:
Nextgen healthcare
Client care specialist
Company:
Apex physical therapy - Royersford, PA
Patient service representative
Full Profile

Lee Von Seldeneck Oaks, PA

Professions & Specialties

Customer Service • Produce Manager • Production Manager • Analyst • Leader • Analysts • Managers • Supplier • Client Service Officer • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Software Tester • SharePoint Administrator • Computer Specialist • Network Systems Administrator • Computer Network Professional • Network Administrator • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Performance Reporting Product Manager at SEI
Location:
Oaks, Pennsylvania
Industry:
Financial Services
Work history:
SEI Investments - Oaks, PASenior Performance Reporting Analyst2006 - 2012SEI Investments - Oaks PAGroup Leader, Client Reporting2001 - 2006
Full Profile

Michael Eitl Oaks, PA

Professions & Specialties

Customer Service • Account Service Manager • Client Service Officer • Sales Director

Experience & Education

Work

Company:
Mtm technologies - Wayne, PA
Sr. account executive
Company:
Centriserv inc - King of Prussia, PA
Sr. account executive
Full Profile

Joseph Hewitt Pottstown, PA

Professions & Specialties

Customer Service • Office Assistant • Office Clerk • Clerical Specialist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Account Analyst • Customer Service Associate • Client Service Officer • Retail Professional • Retail Salesperson • Operations Manager • Mathematician

Experience & Education

Position:
Middle Office Specialist at SEI
Location:
Pottstown, Pennsylvania
Industry:
Financial Services
Work history:
SEI - Oaks, PAMiddle Office Specialistsince Feb 2013SEI - Oaks, PAAccount AnalystAug 2011 - Feb 2013
Full Profile

Nicole Kielkopf West Chester, PA

Professions & Specialties

Customer Service • Independent Consultant • Fundraiser • Fundraising Officer • Counselor • Advisor • Chef • Food Preparer • Food Preparation Worker • Client Service Officer • Wellness and Fitness

Experience & Education

Position:
Independent Consultant at The Pampered Chef
Title:
Student at West Chester University
Location:
West Chester, Pennsylvania
Industry:
Health, Wellness and Fitness
Work history:
The Pampered Chef Independent Consultantsince Apr 2013Max & Erma's - Oaks, PAServerAug 2011 - Jan 2013
Full Profile

Lori Peck Exton, PA

Professions & Specialties

Customer Service • Entrepreneur • Project Manager • Managers • Client Service Officer • Owner • Chief Executive • Project Managers

Experience & Education

Work

Company:
Peck marketing group inc.
Owner
Company:
Pfizer animal health - Exton, PA
Sr marketing project manager

Skills

Management, Sales, Marketing
Full Profile

Michelle Volkert West Chester, PA

Professions & Specialties

Customer Service • Accounting Analyst • Financial Analyst • Customer Service Associate • Client Service Officer • Accounting Bookkeeper • Bookkeeper • 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

Andrea Schwindt Oaks, PA

Professions & Specialties

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

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

Jared Leonard Oaks, PA

Professions & Specialties

Customer Service • Analyst • Analysts • Account Service Manager • Client Service Officer

Experience & Education

Work

Company:
Sei investments
Analyst
Company:
Sei investments
Internal account executive
Full Profile

Jeanne Padden Oaks, PA

Professions & Specialties

Customer Service • Installer • Installation Expert • Service Technician • Maintenance and Repair Worker • Trainer • Project Manager • Business Administrator • Designers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Bachelor of Science • Hospital Care Professional • Health Professional • Health Practitioner • Client Service Officer • Project Managers • Operations Manager

Experience & Education

Position:
Project Specialist, Interiors at Lowe's Home Improvement
Location:
Oaks, Pennsylvania
Industry:
Design
Work history:
Lowe's Home Improvement - Oaks, PAProject Specialist, Interiorssince Oct 2011PNC Bank - Greater Philadelphia, Southern NJ and Delaware areasMerchant Services Account Trainer & InstallerDec 2008 - Apr 2011
Skills:
Sales, Project Management, Interior Design, Business Development, Cross-functional Team Leadership, ...
Full Profile

Patricia Mccullough Oaks, PA

Professions & Specialties

Coordinator • Managers

Experience & Education

Work

Company:
Tek-systems - Oaks, PA
Project coordinator
Company:
Broadview networks - King of Prussia, PA
Project coordinator
Full Profile

Christopher Hoffman Oaks, PA

Professions & Specialties

Material Handler • Laborer • Sales Account Associate • Sales Executive • Sales Manager

Experience & Education

Work

Company:
Msp
Material handler
Company:
Wal-mart
Unloader, sales associate
Full Profile

Len Moffa Oaks, PA

Professions & Specialties

Second Lieutenant • Law Specialist • Lawyers • Client Service Officer • Juris Doctor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • 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
..for answering the phone and providing customer service
Full Profile

Gloria Strawder Collegeville, PA

Professions & Specialties

Customer Service • Receptionist • Front Desk Clerk • File Keeper • Front Office Receptionist • Clerical Specialist • Supporting Member • Inspector • Team Member • Tax Consultant • Tax Accountant • Sales Account Associate • Sales Executive • Certified Nurse Aide • Medical Assistant • Certified Pharmacy Technician • Nurse • Nurse Practitioner • Healthcare Support • Druggist • Pharmacist • Sales Manager

Experience & Education

Work

Company:
Spherion - Wilkes-Barre, PA
File clerk
Company:
Colonade llc - Schwenksville, PA
Receptionist
Full Profile

Anisha James Oaks, PA

Professions & Specialties

Programmer Analyst • Java Developer • Information Systems Analyst • IT Analyst • Software Developer • Software Developers

Experience & Education

Work

Company:
Sei investments - Oaks, PA
Programmer analyst
Company:
Bluebell, pa, united states
Windows marketplace and java verified tester
Full Profile

Bonnie Bitting Oaks, PA

Professions & Specialties

Customer Service • Client Service Officer

Experience & Education

Position:
Major Accounts Rep. at Lagasse
Title:
Major Accounts Rep LagasseSweet
Location:
Oaks, Pennsylvania
Industry:
Wholesale
Work history:
Lagasse - For North New JerseyMajor Accounts Rep.since Aug 2005
Skills:
Wholesale, Customer Service
Full Profile

Henry Heuer Philadelphia, PA

Professions & Specialties

Customer Service • Support Specialist • Client Service Officer • Project Manager • Analysts • Bachelors Degree • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Project Managers

Experience & Education

Position:
Senior Specialist III at SEI
Location:
Greater Philadelphia Area
Industry:
Investment Management
Work history:
SEI - Global Ops SupportSenior Specialist IIIsince Sep 2012SEI Investments - Oaks, PAGWS Process Support Specialist IIINov 2010 - Jun 2013
Full Profile

Cindy Wanto Oaks, PA

Professions & Specialties

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

Experience & Education

Work

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

Hugh Williams Philadelphia, PA

Professions & Specialties

Customer Service • Manager • Operations Manager • Account Manager • Subject Matter Expert • Security • Skilled Professional • Equipment Tools Purchasing Agent • Client Service Officer • Department Store Salesperson • Retail Professional • Retail Salesperson • Production Director • Production Manager • Chief Executive • Operations Officer • Managers • Hospital Care Professional • Psychology Specialist • Health Professional • Health Practitioner • Biologist • Biological Scientist

Experience & Education

Position:
Transportation Services Manager at Lagasse, Account Manager at J B Hunt Transport
Title:
Transportation Services Manager at Lagasse
Location:
Philadelphia, Pennsylvania
Industry:
Transportation/Trucking/Railroad
Work history:
Lagasse - Oaks PATransportation Services Managersince Jun 2013J B Hunt Transport - Logan Township NJAccount Managersince Apr 2006
Full Profile

Janet Pietsch Morgantown, PA

Professions & Specialties

Customer Service • Support Manager • Customer Service Supervisor • Food service • Supervisor • Team Member • Managers • Client Service Officer • Contract Administrator • Inside Sales Representative • Director of Contracts • Sales Representative • Software Tester • Computer Specialist • Purchasing Managers • Supervisors

Experience & Education

Position:
Inside Sales and Customer Support Manager at Nilfisk-Advance, Inc. Industrial Vacuum Division
Title:
Inside Sales and Customer Support Manager at Nilfisk-Advance, Inc.'s Industrial Vacuum Division
Location:
Morgantown, Pennsylvania
Industry:
Consumer Services
Work history:
Nilfisk-Advance, Inc. Industrial Vacuum Division - Morgantown, PAInside Sales and Customer Support Managersince Jul 2007Lagasse - Oaks, PACustomer Service SupervisorJul 2001 - Jul 2007
Skills:
Customer Service, Call Center Development, Account Management, National Account Management, Inside...
Certifications:
Nail Technicain, State of Pennsylvania
Full Profile

Deb Arnold Downingtown, PA

Professions & Specialties

Customer Service • Account Manager • Client Service Officer • Logistician • Coordinator • Expedition Specialist • Managers • Manager • Operations Manager • Recruitment

Experience & Education

Position:
Account Manager at RevSpring
Title:
Account Manager at PSC Info Group
Location:
Downingtown, Pennsylvania
Industry:
Printing
Work history:
RevSpring Account Managersince May 2012Global Packaging, Inc. - Oaks, PAAccount Manager - Customer ServiceJan 2004 - Jan 2012
Skills:
Microsoft Office, MRP, DRP, Filemaker Pro, Advertising, Direct Mail, Shipping, Brochures,...
Full Profile

Kathleen Flannery Philadelphia, PA

Professions & Specialties

Customer Service • Account Representative • Client Service Officer • Technical Support Specialist • Systems Support Specialist • Support Specialists • Computer Software Professional • Software Developers • Athletes • Operations Manager

Experience & Education

Position:
Project Management and Sales Professional at Lifetouch Publishing
Title:
Yearbook Territory Sales Professional at Lifetouch Publishing
Location:
Greater Philadelphia Area
Industry:
Publishing
Work history:
Lifetouch Publishing - East Norriton, PA 19401Project Management and Sales Professionalsince Mar 2006CDI Professional Services - Fraser, PATechnical SupportJul 2005 - Apr 2006
Skills:
Master Swimmer, Focus Selling, Partnerships, Fraud Detection, Project Management, Publishing,...
Full Profile

Eric Wygant Philadelphia, PA

Professions & Specialties

Customer Service • Account Service Manager • Sales Agent • Client Service Officer • Sales Representative • Advisor • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Manager • Sales Director • Model • Market Research Analyst • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Internal Account Executive at SEI
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
SEI - Oaks, PAInternal Account Executivesince Apr 2013J.G. Wentworth - Radnor, PAAssistant Sales ManagerAug 2011 - Apr 2013
Full Profile

Jacqueline Kerns Philadelphia, PA

Professions & Specialties

Customer Service • Accounts Payable • Accounts Payable Specialist • Biller • Supervisor • Receptionist • Front Desk Clerk • Managers • Front Office Receptionist • Collector • Repossessor • Collections Specialist • Client Service Officer

Experience & Education

Position:
Accounts Payable Assistant at Arnold's Family Fun Center
Location:
Greater Philadelphia Area
Industry:
Accounting
Work history:
Arnold's Family Fun Center - Oaks, PAAccounts Payable Assistantsince May 2012Valley Forge Containers (Division of Timbar) - 5 Iron Bridge Drive Collegeville, PA 19426Receptionist A/P, Biller & Collections ClerkOct 2011 - Dec 2011
Full Profile

Francis Brzyski Philadelphia, PA

Professions & Specialties

Customer Service • Account Service Manager • Client Service Officer • Development Director • HR Manager • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager

Experience & Education

Position:
Internal Account Executive at SEI, Director of Development at Social Impact Inc.
Title:
Internal Account Executive, Pacific Northwest Region at SEI Investments
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
SEI - Oaks, PAInternal Account Executivesince Jul 2012Social Impact Inc. - Greater Philadelphia AreaDirector of Developmentsince 2011
Full Profile

Ayesha White Alburtis, PA

Professions & Specialties

Customer Service • Client Service Officer • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Bachelor of Business Administration • Human Resources Specialist • Training and Development • Recruitment

Experience & Education

Position:
Customer Service Representative at Canon Business Solutions
Title:
Customer Site Rep at Canon Business Solutions
Location:
Alburtis, Pennsylvania
Industry:
Consumer Services
Work history:
Canon Business Solutions - Oaks, Pa 19456Customer Service Representativesince Jan 2002
Skills:
Managed Print Services, Document Imaging, Photocopier, Account Management, Solution Selling, B2B,...
Full Profile

Joseph Fox Philadelphia, PA

Professions & Specialties

Customer Service • Account Service Manager • Senior Account Executive • Client Service Officer • Senior Customer Service Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Investor • Area Manager • Managers • Master of Business Administration • Bachelor of Business Administration • Sales Manager

Experience & Education

Position:
Account Executive at Capstone Insurance Group
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Capstone Insurance Group - Greater Philadelphia AreaAccount Executivesince Jun 2013SEI Senior Account Executive - Global Institutional GroupMar 2012 - Jun 2013
Full Profile

Brianna Vought Pittsburgh, PA

Professions & Specialties

Customer Service • Account Representative • Client Service Officer • Advertising Professional • Marketing Intern • SEO Specialist • Advertising Sales Agent • Marketing Professional • Web Marketer • Marketing Manager • Sales Executive • Sales Manager • Operations Manager • Survey Researcher • Sports Trainers • Student Worker

Experience & Education

Position:
Account Representative/Writer at A to Z Communications
Location:
Greater Pittsburgh Area
Industry:
Marketing and Advertising
Work history:
A to Z Communications Account Representative/Writersince Jun 2012Nakturnal Marketing InternJan 2012 - Apr 2012
Full Profile

Lauri Block Philadelphia, PA

Professions & Specialties

Customer Service • SalesForce Administrator • Database Administration Professional • Database Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Client Service Officer • Software Tester • Computer Specialist • Retail Professional • Travel Counselor • Sales Coordinator • Retail Salesperson • Travel Agent • Assistant Manager • Representative • Personal Secretary • Office Assistant • Security • Business Administrator • Managers • Office Clerk • Clerical Specialist • Human Resources Specialist • Recruitment • Associate of Arts • Chief Executive • Sales Manager • Operations Manager • Secretary

Experience & Education

Position:
Wholesaler Scheduler at Lincoln Financial Group
Location:
Greater Philadelphia Area
Industry:
Executive Office
Work history:
Lincoln Financial Group - Radnor, PAWholesaler Schedulersince Apr 2013Lagasse - Oaks, PAICRA Customer Service RepresentativeOct 2012 - Dec 2012
Skills:
Quickbooks, PowerPoint, Lotus Notes, Access, Navision, Crystal Reports, Microsoft Office,...
Full Profile

Abigail Fairley Philadelphia, PA

Professions & Specialties

Customer Service • Assistant Manager • Managers • Referee • Judge • Data Entry Specialist • Data Scientist • Client Service Officer • Software Developers • Nurse • Nurse Practitioner

Experience & Education

Position:
Office of Admissions, Secretarial Assistant at Widener University, Assistant Manager at Dominos...
Title:
Seeking Process Engineering Position
Location:
Greater Philadelphia Area
Industry:
Chemicals
Work history:
Widener University - Widener Universtiy, Chester, PAOffice of Admissions, Secretarial Assistantsince Aug 2011Dominos Pizza - Wayne, PAAssistant Managersince Jul 2009
Skills:
Leadership, Teamwork, Organized Multi-tasker, Team Problem Solving, Problem Solving, Communication, ...
Languages:
English, Spanish
Full Profile

Irene Gutzler Philadelphia, PA

Professions & Specialties

Customer Service • Client Service Officer • Account Manager • Graphic Design Specialist • Graphic Designer

Experience & Education

Position:
Customer Service Rep at Southern Graphic Systems
Location:
Greater Philadelphia Area
Industry:
Printing
Work history:
Southern Graphic Systems - Greater Philadelphia AreaCustomer Service Repsince Oct 2012Global Packaging - Oaks, PAAccount Manager / Graphics departmentOct 2006 - Sep 2012
Full Profile

Justin Cadwell Philadelphia, PA

Professions & Specialties

Customer Service • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Associate • Team Member • Project Manager • Manager • Operations Manager • Project Managers • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Property Manager • Real Estate Manager

Experience & Education

Position:
Portfolio Management Services Specialist at SEI
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
SEI - Oaks, PAPortfolio Management Services Specialistsince Aug 2012BNY Mellon - Greater Philadelphia AreaSenior Operations Associate -- Managed AccountsFeb 2011 - Aug 2012
Full Profile

Stephen Battaglia Philadelphia, PA

Professions & Specialties

Customer Service • Accounting Analyst • Finance and Accounting Specialist • Financial Analyst • Accounting Bookkeeper • Bookkeeper • Account Service Manager • Client Service Officer • Data Entry Specialist • Data Scientist • Student Worker

Experience & Education

Position:
Institutional Private Client - Accounting Analyst at SEI
Title:
Accounting Analyst at SEI
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
SEI - Oaks, PAInstitutional Private Client - Accounting Analystsince Aug 2012EMoney Advisor - Conshohocken PAAccount ExecutiveMay 2012 - Aug 2012
Full Profile

Victor Hurdle Philadelphia, PA

Professions & Specialties

Customer Service • Chief Executive Officer • Partner • Corporate Executive • Chief Executive • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Human Resources Specialist • Recruitment • Event Manager • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Analyst • Analysts • Non-Profit • Managers • Advisor

Experience & Education

Position:
Managing Director at Rolling Barrel Events LLC
Title:
Managing Director Rolling Barrel Events
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Rolling Barrel Events LLC - Greater Philadelphia AreaManaging Directorsince Jul 2009SEI Investments - Oaks, PAWorkforce Development PartnerJan 2012 - Feb 2013
Skills:
Event Planning, Compliance, Policy, Staff Development, Full-cycle Recruiting, Talent Management,...
Full Profile

Peggy Neily Philadelphia, PA

Professions & Specialties

Customer Service • Director • Partner • Manager • Operations Manager • Chief Executive • Human Resources Specialist • Recruitment • Sports Trainer • Sports Trainers • Recognition • Volunteer • Subject Matter Expert • Non-Profit • Skilled Professional • Client Service Officer • Department Store Salesperson • Retail Professional • Retail Salesperson • Mathematician

Experience & Education

Position:
Director HR at Comcast Cable
Title:
Director HR at Comcast
Location:
Greater Philadelphia Area
Industry:
Consumer Services
Work history:
Comcast Cable - Oaks, PA, Horsham, PA,Director HRsince Mar 2006Comcast Cable - Oaks, PAManager Human ResourcesJul 2004 - Feb 2006
Full Profile

Deborah He Philadelphia, PA

Professions & Specialties

Customer Service • Performer • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Support Specialist • Client Service Officer • Assistant Manager • Managers • Marketing Consultant • Market Analyst • Market Research Analyst • Bachelor of Arts

Experience & Education

Position:
Specialist at SEI Private Trust Company
Title:
Specialist at SEI Investments
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
SEI Private Trust Company - Oaks, PASpecialistsince Jun 2007ETB Services Inc Management Support Specialist2006 - 2007
Skills:
Excel, Outlook, Microsoft Office, Word, Customer Relations, Problem Solving, Microsoft Excel,...
Full Profile

Greg Smith Philadelphia, PA

Professions & Specialties

Customer Service • Account Service Manager • Sales Support • Client Service Officer • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Business Consultant • Advisor • Apprentice • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Student Worker

Experience & Education

Position:
Internal Account Executive at SEI
Title:
Investment Professional: Internal Account Executive and Business Consultant at SEI - Midwest Region
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
SEI - Oaks, PAInternal Account Executivesince May 2011Orrstown Bank Investment Team InternMay 2010 - May 2011
Full Profile

Dan Mcfadden Philadelphia, PA

Professions & Specialties

Customer Service • Relationship Manager • Account Service Manager • Client Service Officer • Chairman of the Board • Chairperson • Chief Executive • Construction • Corporate Executive • Vice President • Operations Manager • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Relationship Manager, Institutional Group at SEI, Chairman of the Board of Trustees at New...
Title:
Senior Relationship Manager, Institutional Group at SEI
Location:
Greater Philadelphia Area
Industry:
Investment Management
Work history:
SEI - Oaks, PASenior Relationship Manager, Institutional Groupsince Mar 2012New Castle County Pension Board - New Castle County, DEChairman of the Board of Trusteessince Apr 2003
Skills:
Relationship Management, Institutional Investment Management, New Business Development, Alternative ...
Certifications:
FINRA Series 7 and 63
Full Profile

Greg Cichon Philadelphia, PA

Professions & Specialties

Customer Service • Relationship Manager • Sales Support • Account Service Manager • Client Service Officer • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Pilot • Air Transportation Worker • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
IMS Support at SEI Investments
Title:
Application Specialist at SEI Investments
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
SEI Investments - Oaks, PAIMS Supportsince Feb 2008
Full Profile

Pat Blizzard Philadelphia, PA

Professions & Specialties

Customer Service • Relationship Manager • Account Service Manager • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Business Consultant • Advisor • Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Relationship Manager at SEI
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
SEI - Oaks, PARelationship Managersince Mar 2005SEI - Oaks, PABusiness Consultant to Financial AdvisorsFeb 2001 - Mar 2005
Full Profile

Ellen Marquis Philadelphia, PA

Professions & Specialties

Customer Service • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Director • Operations Manager • Relationship Manager • Supplier • Account Service Manager • Client Service Officer • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Title:
Financial Svs, Banking, Communications
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
DSLL Board2009 - 2011SEI - Oaks, PADirectorAug 1986 - Dec 2008
Skills:
Financial Services, Mutual Funds, Equities, Strategic Planning, Series 7, Program Management
Full Profile

Patrick Cortese Philadelphia, PA

Professions & Specialties

Customer Service • Account Service Manager • Client Service Officer • Treasurer • Director • Financial Officer • Financial Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Account Executive at SEI, Treasurer & Director at Social Impact Inc.
Title:
Account Executive at SEI
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
SEI - Oaks, PaAccount Executivesince Dec 2012Social Impact Inc. Treasurer & Directorsince Nov 2010
Full Profile

Bryan Port Philadelphia, PA

Professions & Specialties

Customer Service • Operations Manager • Director of Operations • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Representative • Apprentice • Counselor • Advisor • Student Worker

Experience & Education

Position:
Outside Operations Manager at RiverCrest Golf Club and Preserve
Title:
Client Relationship Specialist at Vanguard
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
RiverCrest Golf Club and Preserve - Oaks, PAOutside Operations Managersince Aug 2007ING Financial Partners - Philadelphia, PAFinancial Representative InternJan 2012 - May 2012
Full Profile

Glenn Harris New York, NY

Professions & Specialties

Customer Service • Relationship Manager • Account Service Manager • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Non-Profit • Analyst • Analysts • Financial Services Sales Agent • Higher Education Professional • School Administrator • Educational Manager • Operations Manager

Experience & Education

Position:
Senior Relationship Manager at SEI
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
SEI - Oaks, PASenior Relationship Managersince Nov 2012Russell Investments Client ExecutiveSep 1999 - Nov 2012
Full Profile

Ashlee Keyser Philadelphia, PA

Professions & Specialties

Customer Service • Representative • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor • Recruitment • Software Developers

Experience & Education

Position:
Private Banking, Client Service Representative at SEI Investments
Title:
Private Banking, Client Services Representative at SEI Investments
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
SEI Investments - Oaks, PAPrivate Banking, Client Service Representativesince Apr 2011PNC Global Investment Servicing - Greater Philadelphia AreaTransition Management SpecialistSep 2009 - Apr 2011
Full Profile

Chris Rengers Philadelphia, PA

Professions & Specialties

Customer Service • Support Specialist • Client Service Officer • SharePoint Administrator • Network Systems Administrator • Computer Network Professional • Network Administrator • Security • IT Analyst • IT Specialist • Lawyers • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
IT Support Specialist at Bayard, P.A., IT Support Specialist at SEI Investments
Title:
IT Support Specialist at Bayard, P.A.
Location:
Greater Philadelphia Area
Industry:
Information Services
Work history:
Bayard, P.A. - Wilmington, DelawareIT Support Specialistsince Apr 2013SEI Investments - Oaks, PAIT Support Specialistsince Oct 2008
Skills:
Troubleshooting
Full Profile

Matthew Shipon Philadelphia, PA

Professions & Specialties

Customer Service • Director of Operations • Operations Manager • Account Service Manager • Client Service Officer • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Director of Operations at Sonate Corporation
Location:
Greater Philadelphia Area
Industry:
Food Production
Work history:
Sonate Corporation - PhiladelphiaDirector of Operationssince Sep 2012SEI - Oaks, PAInternal Account ExecutiveApr 2012 - Aug 2012
Full Profile

Daniel Lavelle Philadelphia, PA

Professions & Specialties

Customer Service • Relationship Manager • Account Service Manager • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Real Estate Manager

Experience & Education

Position:
Relationship Manager, Private Banking at SEI
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
SEI - Oaks, PARelationship Manager, Private Bankingsince Oct 2012SEI Investments SEI Private Banking, Project ManagementJul 2007 - Dec 2012
Skills:
Portfolio Management, Product Development, Customer Relations, Excel, Asset Management, Word,...
Full Profile


Customer Services near Oaks, PA03296589871,3161,645NorristownWest ChesterWaynePottstownMediaLansdaleExtonConshohockenCollegevilleBlue Bell