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Account Service Managers in Pennsylvania

Account Service Managers in Oaks, PA

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52 results found

Michael Eitl Oaks, PA

Professions & Specialties

Account Service Manager • Client Service Officer • Customer Service • 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

Andrea Schwindt Oaks, PA

Professions & Specialties

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

Jared Leonard Oaks, PA

Professions & Specialties

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

Experience & Education

Work

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

Jeanne Padden Oaks, PA

Professions & Specialties

Client Service Officer • 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 • Customer Service • 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, ...
Wholesale Account Executive at Wachovia Mortgage
Full Profile

Lori Peck Exton, PA

Professions & Specialties

Client Service Officer • Entrepreneur • Project Manager • Managers • Customer Service • 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

Eric Wygant Philadelphia, PA

Professions & Specialties

Account Service Manager • Sales Agent • Client Service Officer • Sales Representative • Advisor • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Manager • Sales Director • Model • Customer Service • 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

Joseph Fox Philadelphia, PA

Professions & Specialties

Account Service Manager • Senior Account Executive • Client Service Officer • Senior Customer Service Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service • 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

Francis Brzyski Philadelphia, PA

Professions & Specialties

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

Stephen Battaglia Philadelphia, PA

Professions & Specialties

Account Service Manager • Client Service Officer • Accounting Analyst • Finance and Accounting Specialist • Financial Analyst • Accounting Bookkeeper • Bookkeeper • Customer Service • 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

Greg Smith Philadelphia, PA

Professions & Specialties

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 • Customer Service • 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

Relationship Manager • Account Service Manager • Client Service Officer • Chairman of the Board • Chairperson • Chief Executive • Construction • Customer Service • 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

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 • Customer Service

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

Patrick Cortese Philadelphia, PA

Professions & Specialties

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

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

Pat Blizzard Philadelphia, PA

Professions & Specialties

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 • Customer Service

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

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

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

Glenn Harris New York, NY

Professions & Specialties

Relationship Manager • Account Service Manager • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Non-Profit • Customer Service • 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

Matthew Shipon Philadelphia, PA

Professions & Specialties

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

Dieter Jacobs Philadelphia, PA

Professions & Specialties

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

Experience & Education

Position:
Relationship Manager - Private Banking at SEI
Title:
Relationship Manager at SEI
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
SEI - Oaks, PARelationship Manager - Private Bankingsince Apr 2009
Full Profile

Daniel Lavelle Philadelphia, PA

Professions & Specialties

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

Jack Meigs Philadelphia, PA

Professions & Specialties

Account Service Manager • Client Service Officer • Business Consultant • Analyst • Advisor • Analysts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service • Research Assistant • Researcher • Survey Researcher • Recruitment • Student Worker • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Business Consultant/Internal Account Executive at SEI
Title:
Financial Business Consultant at SEI
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
SEI - Oaks, PAFinancial Business Consultant/Internal Account Executivesince Apr 2012De Lage Landen - Greater Philadelphia AreaProcurement AnalystNov 2011 - Apr 2012
Full Profile

John Norton Philadelphia, PA

Professions & Specialties

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

Experience & Education

Position:
Relationship Manager, Alternative Investments Manager Services at SEI Investments
Title:
Relationship Manager at SEI Investments
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
SEI Investments - Oaks, PARelationship Manager, Alternative Investments Manager Servicessince Jan 2000Templeton Global Investor, Inc Manager of Global Custody NetworkJun 1993 - Jan 2000
Full Profile

Luciann Givonetti Philadelphia, PA

Professions & Specialties

Relationship Manager • Account Service Manager • Client Service Officer • Paralegal • Litigation Support Specialist • Senior Associate • Supporting Member • Team Member • Customer Service • Chief Executive • Controller

Experience & Education

Title:
Paralegal
Location:
Greater Philadelphia Area
Industry:
Legal Services
Work history:
Creative Financial Group Senior Associate2009 - May 2012SEI Investments - Oaks, PARelationship Manager2000 - 2009
Full Profile

Ivan Pabon New York, NY

Professions & Specialties

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

Experience & Education

Position:
Latin America Director / Client Relationship Manager at SEI
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
SEI - Oaks, PALatin America Director / Client Relationship Managersince Mar 2010TIAA-CREF - Princeton, NJFinancial AdvisorJun 2007 - Mar 2010
Full Profile

John Leighton Philadelphia, PA

Professions & Specialties

Equipment Tools Purchasing Agent • Account Service Manager • Department Store Salesperson • Retail Professional • Retail Salesperson • Client Service Officer • Chairperson • Chief Executive • Customer Service • Bookkeeper

Experience & Education

Position:
President at Office Basics Inc.
Title:
President, Office Basics Inc.
Location:
Greater Philadelphia Area
Industry:
Business Supplies and Equipment
Work history:
Office Basics Inc. Presidentsince Feb 2007SEI - Oaks, PAInternal Account ExecutiveAug 2005 - Sep 2006
Full Profile

Dave Wilson Philadelphia, PA

Professions & Specialties

Account Service Manager • Client Service Officer • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service

Experience & Education

Position:
Portfolio Conversions Specialist at Lockwood
Title:
Account Administrator at Lockwood
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Lockwood - King of PrussiaPortfolio Conversions Specialistsince Jan 2006SEI Private Trust Company - Oaks, PaMutual Fund SpecialistJan 2005 - Jan 2006
Full Profile

Megan Nogalski Philadelphia, PA

Professions & Specialties

Relationship Manager • Account Service Manager • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Business Manager • Customer Service • Operations Manager

Experience & Education

Position:
Relationship Manager, Private Banks at SEI
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
SEI - Oaks, PARelationship Manager, Private Bankssince Aug 2012SEI Investments Business Manager, Private BankingSep 2010 - Nov 2012
Full Profile

Alexandra Wittchen Philadelphia, PA

Professions & Specialties

Account Service Manager • Supplier • Client Service Officer • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Vocalist • Singer • Brand Planner • Advertising Professional • Brand Representative • Advertising Sales Agent • Certified Nurse Aide • Nurse • Nurse Practitioner • Customer Service • Marketing Manager

Experience & Education

Position:
Account Executive at One Trick Pony, Lead Vocalist at The Wittchen Initiative
Title:
Account Executive at One Trick Pony
Location:
Greater Philadelphia Area
Industry:
Marketing and Advertising
Work history:
One Trick Pony - Hammonton, NJAccount Executivesince Aug 2012The Wittchen Initiative Lead Vocalistsince Jan 2007
Skills:
Project Management, Sustainability, Microsoft Office, Microsoft Excel, Strategic Planning,...
Full Profile

John Grasso Philadelphia, PA

Professions & Specialties

Client Service Officer • Architect • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supervisor • Managers • Business Administrator • Team Member • Manager • Operations Manager • Bachelor of Science • Customer Service

Experience & Education

Position:
RFP Architect at SEI
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
SEI - Oaks, PARFP Architectsince Jul 2012Vanguard - Malvern, PARFP SupervisorSep 2006 - Jul 2012
Account Executive at Allegiance Telecom
Full Profile

Maryann Naegle Raleigh, NC

Professions & Specialties

Client Service Officer • Advertising Professional • SEO Specialist • Advertising Sales Agent • Web Marketer • Marketing Director • Chief Executive • Marketing Manager • Training Manager • Managers • Accounts Payable • Accounts Payable Specialist • Bachelor of Science • Customer Service • Student Worker

Experience & Education

Position:
Marketing Manager- Development at CertaPro Painters
Location:
Raleigh, North Carolina
Industry:
Marketing and Advertising
Work history:
CertaPro Painters - Oaks, PAMarketing Manager- Developmentsince Dec 2011CertaPro Painters Indianapolis Director of MarketingMay 2008 - Jan 2012
Skills:
Lead Generation, Sales, Social Media, Account Management, Advertising, Social Media Marketing,...
Account Executive/Intern at The Leavitt Group
Full Profile

David Caglia Philadelphia, PA

Professions & Specialties

Client Service Officer • Account Manager • Partner • Chief Executive • Team Leader • Operations Manager • Director of Operations • Credit Manager • Loan Officers • Supporting Member • Clerk • Team Member • Clerical Specialist • Physical Education Professor • Physical Education Professors • Advertising Professional • Advertising Sales Agent • Customer Service

Experience & Education

Position:
Partner Account Manager at Market Resource Partners
Location:
Greater Philadelphia Area
Industry:
Wholesale
Work history:
Market Resource Partners - Philadelphia PAPartner Account Managersince Apr 2013Market Resource Partners - Greater Philadelphia AreaAssistant Account ManagerNov 2012 - Apr 2013
Skills:
CRM, Sales, New Business Development, Management, Marketing Strategy
Account Executive
Full Profile

Clif Davis Philadelphia, PA

Professions & Specialties

Relationship Manager • Account Service Manager • Client Service Officer • Web Developer • Information Technology Specialist • User Interface Designer • Software Developers • IT Specialist • Software Developer • Construction • Bachelor of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Manager • Customer Service

Experience & Education

Position:
Web Developer at N/A- Freelance, Production Specialist at SEI
Title:
Freelance Web Developer
Location:
Greater Philadelphia Area
Industry:
Information Technology and Services
Work history:
N/A- Freelance Web Developersince Dec 2012SEI - Oaks, PaProduction Specialistsince Nov 2010
Skills:
HTML 5, XHTML, MySQL, C++, PHP, Flash, CGI/Perl, CSS, Web Development, Photoshop, Dreamweaver,...
Full Profile

Allison Fitzpatrick Philadelphia, PA

Professions & Specialties

Owner • Chief Executive • Counselor • Independent Contractor • Business Analyst • Advisor • Contractor • Analyst • Analysts • Independent Business Owners • Administrative Clerk • Clerical Specialist • Accounting Bookkeeper • Bookkeeper • Student Worker • Sports Game Coach

Experience & Education

Position:
Independent Beauty Consultant at Mary Kay Independent Business Owner (Self-employed), Business...
Title:
Configuration Lead at SEI
Location:
Greater Philadelphia Area
Industry:
Higher Education
Work history:
Mary Kay Independent Business Owner - Greater Philadelphia AreaIndependent Beauty Consultantsince May 2013SEI - Oaks, PABusiness Analyst Configuration Leadsince Jul 2012
Skills:
Research, Microsoft Excel, Microsoft Office, Microsoft Word, Fundraising, Data Analysis,...
Internal Account Executive at SEI
Full Profile

Dean Mioli Philadelphia, PA

Professions & Specialties

Account Service Manager • Client Service Officer • Manager • Director • Operations Manager • Financial Manager • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Investment Analyst • Puchasing and Estimating Manager • Speaker • Managers • Spokesperson • Representative • Certified Public Accountant • Financial Analyst • Certified Financial Planner • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Bachelor of Arts • Customer Service • Property Manager • Real Estate Manager • Software Developers • Systems Support Specialist • Support Specialists • Technical Communicator • Author

Experience & Education

Position:
Director of Investment Planning at SEI Investments
Title:
Experienced Wealth Manager, Hands On Tax Savings Specialist and Investment Consultant at SEI
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
SEI Investments - Oaks, PADirector of Investment Planningsince 2011SEI Senior Investment AnalystOct 2006 - 2011
Certifications:
CFP
CPA/PFS
Full Profile

Kyle Cummings Philadelphia, PA

Professions & Specialties

Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Account Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Manager • Operations Manager • Counselor • Advisor • Supervisor • Analyst • Managers • Analysts • Master of Business Administration • Bachelor of Business Administration

Experience & Education

Position:
Client Relationship Account Manager, Investment Manager Services unit of SEI at SEI
Title:
Client Relationship Account Manager, Investment Manager Services unit of SEI
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
SEI - Oaks, PAClient Relationship Account Manager, Investment Manager Services unit of SEIsince Sep 2006The MandMarblestone Group Retirement Plan ConsultantSep 2004 - Sep 2006
Skills:
Customer Relations, Account Management, Mutual Funds, ERISA, Vendor Relationships, Relationship...
Account Executive at BISYS Retirement Services
Full Profile

Michael Creedon Philadelphia, PA

Professions & Specialties

Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Program Director • Manager • Operations Manager • Security • Model • IT Security • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Enterprise Risk Management - Data Security Program Manager for Global Wealth Services at SEI
Title:
Enterprise Risk Management - Program Manager
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
SEI - Oaks, PAEnterprise Risk Management - Data Security Program Manager for Global Wealth Servicessince Apr 2011SEI Business Lead, Global Wealth Management PlatformJan 2007 - Apr 2011
Account Administrator at SEI
Full Profile

Ryan Stango Philadelphia, PA

Professions & Specialties

Client Service Officer • Vice President • Group Manager • Manager • Chief Executive • Operations Manager • Investor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Team Member • Managers • Customer Service

Experience & Education

Position:
Vice President, Investor Services at BNY Mellon
Title:
Vice President, Alternative Investment Services at BNY Mellon
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
BNY Mellon - Greater Philadelphia AreaVice President, Investor Servicessince May 2013Citi - Columbus, Ohio AreaAlternative Investments, Vice PresidentDec 2012 - May 2013
Account Administrator at SEI Investments
Full Profile

Mark Scanlan Philadelphia, PA

Professions & Specialties

Business Consultant • Advisor • Area Manager • Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Region Manager • Customer Service

Experience & Education

Position:
Business Consultant at EQIS Capital Management
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
EQIS Capital Management - NortheastBusiness Consultantsince Feb 2013SEI Regional DirectorMar 2006 - Feb 2013
Senior Account Executive at SEI
Full Profile

Jonathan Sobjak Philadelphia, PA

Professions & Specialties

Agent • Sales Agent • Sales Representative • Supporting Member • Team Member • Area Manager • Managers • Manager • Region Manager • Operations Manager • Model • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Business Development Professional
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Lockwood Advisors, an affiliate of Pershing LLC, a BNY Mellon Company - King of Prussia, PAAssociate Business Development Regional ManagerSep 2006 - Jun 2013PLANCO, Inc., The Hartford - Chesterbrook, PAInternal WholesalerApr 2004 - May 2006
Certifications:
Series 7, FINRA
Series 65, FINRA
Full Profile

Robin Menya Philadelphia, PA

Professions & Specialties

Account Service Manager • Client Service Officer • Program Director • Operations Manager • Information Technology Specialist • IT Specialist • Financial Associate • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service • Managers

Experience & Education

Title:
Consulting - Program Director at Comcast
Location:
Greater Philadelphia Area
Industry:
Information Technology and Services
Work history:
GSI Commerce, an eBay subsidiary PMOMay 2012 - Dec 2012SunGard Availability Services - Wayne, PASenior Program Manger, Project Management OfficeSep 2009 - Jun 2011
Full Profile

Joseph Lydon Philadelphia, PA

Professions & Specialties

Chief Executive Officer • Founder • Partner • Sales Manager • Sales Director • Director • Corporate Executive • Chief Executive • Founding Member • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Managing Director and Founder at GOAL Consulting
Title:
Sales and Marketing - GOAL Consulting
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
GOAL Consulting Managing Director and Foundersince Oct 2010GE Asset Management Director and National Sales Manager, Advisors ChannelsJul 2006 - Jul 2010
Account Executive at SEI Investments
Full Profile

Matthew Mcgurkin Philadelphia, PA

Professions & Specialties

Account Analyst • Agent • Customer Service Associate • Client Service Officer • Sales Representative • Construction • Investor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service

Experience & Education

Position:
Account Analyst at The Graham Company
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
The Graham Company Account Analystsince Apr 2012SEI - Oaks, PaDistributor and Investor ServicesMay 2011 - Apr 2012
Account Administrator at SEI Investments
Full Profile

Tom Schwerdt Philadelphia, PA

Professions & Specialties

Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supervisor • Managers • Analysts • Customer Service

Experience & Education

Position:
Implementations and Project Specialist at SEI
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
SEI - Oaks, PAImplementations and Project Specialistsince Dec 2012SEI Investments Global Payment Services SupervisorMar 2010 - Dec 2012
Skills:
Financial Services, Process Improvement, Business Analysis, Cash Management, Liquidity Management,...
IRA Account administrator at SEI Investments
Full Profile

Laura Kish Philadelphia, PA

Professions & Specialties

Client Service Officer • Marketing Administrator • Finance and Accounting Specialist • Account Manager • Accounting Bookkeeper • Bookkeeper • Supporting Member • Team Member • Marketing Manager • Customer Service • IT Specialist

Experience & Education

Position:
Institutional Marketing at SEI Investments
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
SEI Investments - Oaks, PAInstitutional Marketingsince Apr 2011Kroll Ontrack/TrialGraphix Associate Account ManagerJul 2007 - Apr 2011
Corporate Account Coordinator at Kroll Ontrack/TrialGraphix
Full Profile

Richard Aguiar Los Angeles, CA

Professions & Specialties

Account Service Manager • Client Service Officer • Senior Vice President • Partner • Vice President • Chief Executive • Advisor • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Area Manager • Managers • Customer Service

Experience & Education

Position:
Senior Vice President at U.S. Trust, Bank of America Private Wealth Management
Location:
Greater Los Angeles Area
Industry:
Financial Services
Work history:
U.S. Trust, Bank of America Private Wealth Management - Los Angeles, CA (Century City)Senior Vice Presidentsince Jun 2013Boston Private Bank - Los Angeles, CAVice President, Investment Management & TrustApr 2012 - May 2013
Full Profile

Kristin Wyne Hartford, CT

Professions & Specialties

Client Service Officer • Marketing Consultant • Marketing Professional • Advertising Professional • Market Analyst • Market Research Analyst • Advertising Sales Agent • Fundraiser • Fundraising Officer • Non-Profit • Senior Manager • Operations Manager • Chief Executive • Organization Management • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service • Entertainer

Experience & Education

Title:
Marketing Executive/Communications Specialist
Location:
Hartford, Connecticut Area
Industry:
Marketing and Advertising
Work history:
Association of Hole in the Wall Camps - New Haven, CTMarketing ConsultantJul 2010 - Feb 2011SEI Investments - Oaks, PAMarketing, Enterprise DivisionSep 2002 - Feb 2005
Account Executive
Full Profile

Anne Teague Philadelphia, PA

Professions & Specialties

Client Service Officer • Supplier • Account Service Manager • Equipment Tools Purchasing Agent • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Department Store Salesperson • Retail Professional • Retail Salesperson • Vice President • Chief Executive • Account Manager • Owner • Marketing Manager • Process Scheduler • Counselor • Supervisor • Supporting Member • Planner • Advisor • Managers • Team Member • Marketing Administrator • Fisher

Experience & Education

Title:
Experienced Direct Mail and Print Professional
Location:
Greater Philadelphia Area
Industry:
Publishing
Work history:
BCD Direct Mail and Presort - New Castle DEVice PresidentJun 2012 - Jan 2013PSC Info Group - Oaks PAAccount ManagerJun 2011 - Jun 2012
Skills:
Direct Mail, Scheduling, Supervisory Skills, Account Management, Customer Relations, Customer...
Account Executive at Data-Mail
Full Profile

Jon Danielsen Chicago, IL

Professions & Specialties

Client Service Officer • Retail Store Manager • Agent • Account Service Manager • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Retail Sales Manager • Vice President of Operations • Vice President • Chief Executive • Counselor • Advisor • Customer Service • Director • Manager • Chief Executive Officer • Operations Manager • Corporate Executive • Sales Manager • Stock Broker • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Psychologist • Bachelor of Science • Recruitment • Psychology Specialist

Experience & Education

Position:
Sr. Vice President of Operations at PremierCC
Location:
Greater Chicago Area
Industry:
Telecommunications
Work history:
PremierCC - Greater Chicago AreaSr. Vice President of Operationssince Feb 2010Resource Partners Group ConsultantJan 2010 - May 2010
Skills:
Team Building, Customer Service, Call Center, Process Improvement, Budgeting, Budgets, Customer...
Launched the Virtual Customer Account Executive,VCAE,initiative in the GCR
Full Profile

Douglas Pagenkopf Philadelphia, PA

Professions & Specialties

Sales Person • Sales Representative • Client Service Officer • Law Specialist • Lawyers • Office Assistant • Office Clerk • Clerical Specialist • Counselor • Administrative Clerk • Clergy • Advisor • Chief Administrative Officer • Chief Executive • Customer Service • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Bachelor of Science • Computer Specialist • Student Worker

Experience & Education

Title:
Full-Time Law Student (2L)
Location:
Greater Philadelphia Area
Industry:
Law Practice
Work history:
CarSense - Westampton, NJSales ConsultantMar 2012 - Jul 2012Volunteers of America Delaware Valley - Collingswood, NJExecutive AssistantJul 2010 - Oct 2011
Quality Assurance Account Administrator at SEI Investments
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Paul Forlenza West Palm Beach, FL

Professions & Specialties

Client Manager • Client Service Officer • Account Service Manager • Sales Representative • Region Manager • Development Director • Manager • HR Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Implementation Manager • Analyst • Area Manager • Managers • Analysts • Customer Service • Vice President • Chief Executive • Advisor • Human Resources Specialist • Recruitment • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Client Services Manager at OneAmerica
Location:
North Palm Beach, Florida
Industry:
Financial Services
Work history:
Transamerica - Coral Springs, FLRegional Director, Client ManagementFeb 2007 - Apr 2011ADP TotalSource - Miami, FLImplementation ManagerMay 2004 - Feb 2007
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Joe Mccarthy Philadelphia, PA

Professions & Specialties

Client Service Officer • Supplier • Consumer Goods Professional • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Commodities Clerk • Cashier Clerk • Cashier • Buyer and Seller • Director • Business Senior Manager • Team Leader • Business Development Manager • Operations Manager • Customer Service • Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Client Service Director at Acosta Sales & Marketing
Title:
Client Service Director, Acosta Sales & Marketing
Location:
Greater Philadelphia Area
Industry:
Consumer Goods
Work history:
Acosta Sales & Marketing Client Service Directorsince Oct 1999Pezrow Inc., Advantage Sales & Marketing - Horsham, PABusiness Development Manager,Nov 1998 - Oct 1999
Vice President/ Account Executive at Fitzwater
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