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Counselors in Pennsylvania

Counselors in Oaks, PA

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97 results found

Sreedhar Bareli Oaks, PA

Professions & Specialties

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

Becky Beauchamp Pottstown, PA

Professions & Specialties

Counselor • Representative • Advisor • Manager in Training • Apprentice • Leader • Managers • Advertising Professional • Advertising Sales Agent • Bachelor of Business Administration • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • 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

Ronald Mcgraw Oaks, PA

Professions & Specialties

Counselor • Advisor • Client Service Officer • Customer Service • 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

Atul Yadav Norristown, PA

Professions & Specialties

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

Jyotsna B Oaks, PA

Professions & Specialties

Counselor • Advisor

Experience & Education

Work

Company:
Sei investments - Oaks, PA
Qa consultant
Company:
Ing - Hartford, CT
Qa consultant
Full Profile

Sas Consultant Oaks, PA

Professions & Specialties

Counselor • Advisor

Experience & Education

Work

Company:
Consultant

Skills

SAS Programming and System development life cycle process
Full Profile

Mitchell Phipps Conshohocken, PA

Professions & Specialties

Counselor • Advisor • Produce Manager • Production Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • 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

Nicole Kielkopf West Chester, PA

Professions & Specialties

Independent Consultant • Fundraiser • Fundraising Officer • Counselor • Advisor • Chef • Food Preparer • Food Preparation Worker • Customer Service • 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

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
GAP Analyst/Solution Consultant at Tata Consultancy Services (Client: T..
Full Profile

Sanket Shah Exton, PA

Professions & Specialties

Project Manager • Advisor • Analysts • Information Technology Specialist • IT Specialist • Project Managers • Software Tester • Computational Scientist • Computer Specialist • Computer Scientists • Vice President • Operations Manager • Chief Executive • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Master of Science • Bachelor of Science • Hospital Care Professional • Health Professional • Health Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Sr. Project Manager at iPipeline
Location:
Exton, Pennsylvania
Industry:
Information Technology and Services
Work history:
IPipeline - Exton, PASr. Project Managersince Feb 2013Siemens Healthcare - Malvern, PAProject ManagerOct 2006 - Feb 2013
Languages:
English, Hindi
Certifications:
Scrum Master, Scrum Alliance
PMP - Project Manager Practices, Siemens Healthcare Education
Consultant at DeepGreen Bank
Full Profile

Bob Massino Oaks, PA

Professions & Specialties

Advisor • Manager • Sales Manager • Sales Director • Operations Manager • Marketing Manager • Marketing Administrator • Advocate • Jurist • Legal Counsel • Training and Development

Experience & Education

Position:
Commercial Services Officer at VIST Bank, A Tompkins Community Bank
Title:
VIST Bank, A Tompkins Community Bank
Location:
United States
Work history:
VIST Bank, A Tompkins Community Bank - Oaks, PACommercial Services Officersince Mar 2013SEI - Oaks, PAFree Asset Movement, SpecialistSep 2012 - Mar 2013
Regional Consultant at SEI
Full Profile

Benjamin Paget Oaks, PA

Professions & Specialties

Project Manager • Senior Project Manager • Program Director • Owner • Senior Manager • Operations Manager • Project Managers • Chief Executive • Software Engineer • Software Developers • Computer Scientists

Experience & Education

Work

Company:
Nokia
Mobile project manager/scrum master/product owner
Company:
Gsi commerce - King of Prussia, PA
Project manager
Full Profile

Paul Turnquist Oaks, PA

Professions & Specialties

Project Manager • Advisor • Manager • Operations Manager • Project Managers • Computer Scientists

Experience & Education

Work

Company:
Medecision
Functional and performance test automation manager
Company:
Sei investments - Oaks, PA
Project manager/technical lead
Full Profile

John Formento Oaks, PA

Professions & Specialties

Advisor • Director • Operations Manager • Chief Executive Officer • Owner • Corporate Executive • Chief Executive • Account Manager • Bachelor of Science

Experience & Education

Work

Company:
Accelrys-formerly velquest corp
Director, business development east coast
Company:
Extedo, inc
Director, business development
Full Profile

Anna Bass Oaks, PA

Professions & Specialties

Health Coach • Marketing Director • Chief Executive • Corporate Executive

Experience & Education

Work

Company:
Living your best healthy life
Certified holistic health coach
Company:
The women's dream team
Marketing director
Full Profile

John Molster Baltimore, MD

Professions & Specialties

Counselor • Security • Advisor • Business Administrator • Manager • Operations Manager • Captain • Associate Professor • Lecturer • Postsecondary Teacher • Certified Nurse Aide • Nurse • Nurse Practitioner • Doctor of Medicine • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Management Analysts • Chief Executive • Financial Manager • Financial Officer • 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
a Registered Investment Adviser
Full Profile

Julie Kiley Philadelphia, PA

Professions & Specialties

Counselor • Security • Advisor • Contractor • Analysts • Business Consultant • Architect • Software Engineer • Information Technology Specialist • C# Developer • Software Developers • IT Specialist • Software Developer • Model • Computational Scientist • Computer Scientists • Bachelor of Science • Human Resources Specialist • Recruitment • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Advertising Professional • Advertising Sales Agent • Operations Manager • Corporate Executive • Chief Executive • Financial Officer • Financial Manager

Experience & Education

Position:
IT Lead Architect at Brandywine Global
Title:
Lead Solutions Architect at Brandywine Global
Location:
Greater Philadelphia Area
Industry:
Information Technology and Services
Work history:
Brandywine Global - Philadelphia, PAIT Lead Architectsince May 2012Ceridian - Blue Bell, PAConsultantJan 2010 - May 2012
Full Profile

Kurt Pachik Philadelphia, PA

Professions & Specialties

Counselor • Advisor • Computer Software Professional • Software Developers • Information Technology Specialist • Database Administration Professional • Database Administrator • IT Specialist • Director • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Consultant at SEI
Location:
Greater Philadelphia Area
Industry:
Computer Software
Work history:
SEI - Oaks PAConsultantsince Jul 2013Kurt Pachik Consulting Consultant2003 - Jun 2013
Full Profile

Adam Zurek New York, NY

Professions & Specialties

Counselor • Advisor • Analysts • Accounting Bookkeeper • Bookkeeper • Finance and Accounting Specialist • 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

Michael Pang New York, NY

Professions & Specialties

Counselor • Business Consultant • Advisor • Team Member • Law Specialist • Corporate Counsel • Legal Counsel • Lawyers • Fiduciary • Of Counsel • Jurist • Trust Law Attorney • Director • Operations Manager • Master of Science • Doctor of Medicine • Juris Doctor • Bachelor of Arts • Systems Administrator • Computer Systems Administrator • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Legal and Business Consultant at www.globalfundlaw.com
Title:
Attorney / Consultant
Location:
Greater New York City Area
Industry:
Law Practice
Work history:
Www.globalfundlaw.com - King of Prussia, PALegal and Business Consultantsince Jan 2010SEI Investments - Oaks, PACorporate CounselDec 2004 - Jan 2010
Skills:
Android, HTML, Server Software, Streaming Media, Government Contracts, Microsoft Technologies,...
Provided legal advice to fund and adviser clients regarding BVI and Cayman Island la..
Full Profile

Ram Kolluri New York, NY

Professions & Specialties

Counselor • Advisor • Business Administrator • Manager • Vice President • Operations Manager • Director of Operations • Chief Executive • Master of Business Administration • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Consultant at SEI
Title:
Experienced Global Investment Operations Professional
Location:
Greater New York City Area
Industry:
Investment Management
Work history:
SEI - Oaks, PAConsultantsince Jun 2010JPMorgan Chase Consultant2011 - 2011
Full Profile

Robert Mainello Philadelphia, PA

Professions & Specialties

Analyst • Counselor • Construction • Analysts • Advisor • Credit Analyst • Finance and Accounting Specialist • Loan Accountant • Accounting Bookkeeper • Bookkeeper • Municipal Clerk • Civil Servant • Financial Analyst • 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

Chris La Marca Philadelphia, PA

Professions & Specialties

Philanthrope • Counselor • Construction • Non-Profit • Advisor • Director • Operations Manager • Marketing Manager • Brand Planner • Brand Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • 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...
Full Profile

Paul Bromwell Philadelphia, PA

Professions & Specialties

Supervisor • Leader • Counselor • Managers • Advisor • Partner • Chief Executive • Model • Information Technology Specialist • IT Specialist • Director of Operations • Operations Manager • Database Administration Professional • Database Administrator • Finance and Accounting Specialist • Financial Compliance Examiner • Auditor • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Supervisor, Preferred Client Services at Iron Mountain
Title:
Supervisor, Preferred Client Services
Location:
Greater Philadelphia Area
Industry:
Information Technology and Services
Work history:
Iron Mountain - Collegeville, PASupervisor, Preferred Client Servicessince Feb 2010SEI Investments - Oaks, PASouth East Regional Service SupervisorFeb 2007 - Jun 2009
Skills:
Microsoft Office, Salesforce.com, Customer Service, Customer Engagement, Mutual Funds
Served on the SEI Mentor Program Committee and was recognized as an
Full Profile

Adam Tridente Philadelphia, PA

Professions & Specialties

Counselor • Advisor • Business Administrator • Team Member • Accounting Analyst • Financial Analyst • Programmer Analyst • Information Systems Analyst • IT Analyst • Accounts Receivable • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Student Worker • Operations Manager

Experience & Education

Position:
Accounting Analyst, Hedge Fund/Private Equity Fund at SEI
Location:
Greater Philadelphia Area
Industry:
Accounting
Work history:
SEI - Oaks, PAAccounting Analyst, Hedge Fund/Private Equity Fundsince Jul 2011JPMorgan Chase ConsultantMar 2011 - May 2011
Full Profile

Laura Larsen New York, NY

Professions & Specialties

Counselor • Advisor • Account Manager • Underwriter • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Mathematician

Experience & Education

Position:
National Account Manager at Aetna
Location:
Greater New York City Area
Industry:
Insurance
Work history:
Aetna - New York, NYNational Account Managersince Apr 2012Aetna - Blue Bell, PAUnderwriting ConsultantFeb 2009 - Apr 2012
Full Profile

Eric Fagan New York, NY

Professions & Specialties

Counselor • Advisor • Organization Management • Laborer • Custodial Worker • Cleaners • Finance and Accounting Specialist • Accounting Analyst • Accounting Bookkeeper • Bookkeeper • Financial Analyst • Computer Software Professional • Software Developers • Student Worker • Operations Manager

Experience & Education

Position:
Fixed Income Consultant at FactSet Research Systems
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
FactSet Research Systems - Greater New York City AreaFixed Income Consultantsince Oct 2012SEI - Oaks, PASenior Accounting AnalystMar 2012 - Oct 2012
Full Profile

Dean Mioli Philadelphia, PA

Professions & Specialties

Counselor • Advisor • Speaker • Managers • Spokesperson • Representative • Manager • Director • Operations Manager • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Investment Analyst • Puchasing and Estimating Manager • Certified Public Accountant • Financial Analyst • Certified Financial Planner • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Bachelor of Arts • Account Service Manager • Client Service Officer • 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

Nicole Dienno Philadelphia, PA

Professions & Specialties

Counselor • Generalist • Advisor • Air Transportation Worker • Human Resources Specialist • Human Resources Generalist • Recruitment • Human Resource Manager • Technical Support Specialist • Systems Support Specialist • Support Specialists • Manager • Operations Manager • Employee Relations Specialist • Labor Relations Specialist • IT Specialist • Logistician

Experience & Education

Title:
HR Consultant
Location:
Greater Philadelphia Area
Industry:
Human Resources
Work history:
RevSpring - Oaks PA 19456HR Generalist2012 - 2013H.J. Heinz - King Of PrussiaHR and Safety2008 - 2011
Full Profile

Allison Fitzpatrick Philadelphia, PA

Professions & Specialties

Counselor • Independent Contractor • Business Analyst • Advisor • Contractor • Analyst • Analysts • Administrative Clerk • Clerical Specialist • Owner • Chief Executive • Independent Business Owners • 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,...
Full Profile

Ryan Kaysen Philadelphia, PA

Professions & Specialties

Counselor • Advisor • Project Manager • Business Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chairperson • Treasurer • Founding Member • Chief Executive • Financial Officer • Financial Manager • Project Managers • Operations Manager • Sports Trainer • Sports Trainers • Master of Business Administration • Bachelor of Science • Sales Representative

Experience & Education

Position:
Internal Consultant at Delaware Investments, a member of the Macquarie Group
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Delaware Investments, a member of the Macquarie Group - Philadelphia, PAInternal Consultantsince Dec 2012SEI - Oaks, PALead Generation SpecialistJul 2012 - Dec 2012
Certifications:
Series 7, FINRA
Series 65, FINRA
Full Profile

Jaye Berman Philadelphia, PA

Professions & Specialties

Counselor • Advisor • Contractor • Copywriter • Editor • Publicity Writer • Author • Marketing Administrator • Marketing Manager • Advertising Professional • Advertising Sales Agent • Senior Account Executive • Senior Customer Service Representative • Client Service Officer • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Human Resources Specialist • Recruitment • Psychologist • IT Manager • Customer Service • Psychology Specialist

Experience & Education

Position:
Senior Writer & Editor at SEI
Title:
Senior Copywriter/Editor at SEI
Location:
Greater Philadelphia Area
Industry:
Writing and Editing
Work history:
SEI - Oaks, PASenior Writer & Editorsince Jun 2013Self-employed - Greater Philadelphia AreaMarketing Communications ConsultantJul 2004 - Jun 2013
Full Profile

Meaghan Kind Philadelphia, PA

Professions & Specialties

Business Analyst • Analyst • Supporting Member • Counselor • Analysts • Team Member • Advisor • Senior Project Manager • Senior Manager • Operations Manager

Experience & Education

Position:
Senior Project Manager at Electronic Ink
Title:
Senior Project Manager
Location:
Philadelphia, Pennsylvania
Industry:
Design
Work history:
Electronic Ink - Philadelphia, PASenior Project Managersince Jun 2012SEI Investments - Oaks, PABusiness/Solutions Analyst & Product Implementation SpecialistJul 2008 - Jun 2012
Languages:
German
UK Independent Wealth Adviser Team,March 2009
Full Profile

Kyle Cummings Philadelphia, PA

Professions & Specialties

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

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...
Full Profile

Scott Allen Philadelphia, PA

Professions & Specialties

Counselor • Advisor • Manager • Chief Administrative Officer • Senior Manager • Operations Manager • Chief Executive • Information Technology Specialist • IT Specialist • Financial Manager • Software Developers • Investment Analyst • Puchasing and Estimating Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Specialist Investment Manager Services at SEI
Location:
Greater Philadelphia Area
Industry:
Information Technology and Services
Work history:
SEI - Oaks, PASpecialist Investment Manager Servicessince Oct 2012SunGard Financial Systems - Fort Washington, PASenior ManagerOct 2007 - Oct 2012
Certifications:
CAIA, Level II Candidate
Professional Services consultant for private equity firms
Full Profile

Donna Rafa Philadelphia, PA

Professions & Specialties

Compliance Officer • Counselor • Advisor • Bank Examiner • Financial Compliance Examiner • Auditor • Director of Quality Control • Compliance Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Agent • Sales Agent • Sales Representative • Bachelor of Business Administration

Experience & Education

Position:
Fund of Funds Compliance Officer at William Blair and Company
Location:
Greater Philadelphia Area
Industry:
Investment Management
Work history:
William Blair and Company - Wilmington, DelawareFund of Funds Compliance Officersince Apr 2011Guidance Capital LLC - Wilmington, DelawareCompliance Officer of an SEC Registered Investment AdviserMar 2004 - Apr 2011
Full Profile

Bryan Port Philadelphia, PA

Professions & Specialties

Representative • Apprentice • Counselor • Advisor • Operations Manager • Director of Operations • Customer Service • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • 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
..call and securing a meeting for the adviser
Full Profile

Michaela Malloy Philadelphia, PA

Professions & Specialties

Counselor • Advisor • Team Member • Analysts • Director • Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Property Manager • Real Estate Manager

Experience & Education

Position:
Consultant Relations Director at SEI
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
SEI - Greater Philadelphia AreaConsultant Relations Directorsince Jun 2012SEI Investments - Oaks, PAMiddle Office Solution ManagerMar 2010 - Jun 2012
Full Profile

Patricia Shenk Philadelphia, PA

Professions & Specialties

Counselor • Advisor • Analysts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager

Experience & Education

Position:
Operations Controls & Procedures Specialist at SEI
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
SEI - Oaks, PAOperations Controls & Procedures Specialistsince Mar 2013SEI Codes SpecialistJul 2007 - Mar 2013
Mentor employees as part of the SEI Mentoring Prog..
Full Profile

Patrick Bradley Philadelphia, PA

Professions & Specialties

Advisor • Counselor • Product Specialist • Senior Vice President • Senior Director • Marketing Manager • Vice President • Chief Executive • Senior Manager • Operations Manager • Management Analysts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Vice President and Product Specialist at Brandywine Global Invesment Management
Title:
Product Specialist at Brandywine Global
Location:
Greater Philadelphia Area
Industry:
Investment Management
Work history:
Brandywine Global Invesment Management - Greater Philadelphia AreaSenior Vice President and Product Specialistsince 2005SEI - Oaks, PASenior Director – Institutional Client Strategy2000 - 2005
Certifications:
Series 7
Series 63
..team in new business development and consultant interaction
Full Profile

Michael Spollen Philadelphia, PA

Professions & Specialties

Counselor • Advisor • Investor • Architect • Information Technology Specialist • IT Specialist • Computer Software Professional • Web Developer • User Interface Designer • Software Developers • Human Resources Specialist • Recruitment • Sales Agent • Sales Representative • Bachelor of Arts • Graphic Design Specialist • Graphic Designer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
User Experience Architect at SEI
Location:
Greater Philadelphia Area
Industry:
Information Technology and Services
Work history:
SEI - Oaks, PAUser Experience Architectsince Jan 2000Port Authority of NY & NJ - Philadelphia and Greater New York City AreaIntranet Design and Development (contract, part time)Jul 1999 - Mar 2000
provide style guides and mentor teams during development
Full Profile

Kimberly Perry Philadelphia, PA

Professions & Specialties

Counselor • Advisor • Managers • Training Manager • Development Director • HR Manager • Training and Coaching Professional • Professional Development Teacher • Sports Trainer • Sports Trainers • Chief Learning Officer • Operations Manager • Education Professional • Instructor • Human Resources Specialist • Recruitment • Doctor of Philosophy • Master of Science • Bachelor of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Learning and Development Manager at SEI
Location:
Greater Philadelphia Area
Industry:
Professional Training & Coaching
Work history:
SEI - Oaks, PALearning and Development Managersince Dec 2010EdgePath Coaching & Consulting Professional Certified Coach & OD ConsultantJan 2003 - Jan 2012
Skills:
Leadership Development, Organizational Development, Organizational Effectiveness, Performance...
Full Profile

Brian Karcewski Philadelphia, PA

Professions & Specialties

Investor • Advisor • Counselor • Sales Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Builder • Construction Specialist • Construction Laborer • Systems Administrator • Computer Systems Administrator • Operations Manager

Experience & Education

Position:
SIDCO, Dealer and Investor Services at SEI
Title:
Dealer and Investor Services at SEI Investments
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
SEI - Oaks, PASIDCO, Dealer and Investor Servicessince Feb 2013SEI - Oaks, PARegional Consultant, Advisor NetworkJun 2010 - Feb 2013
Skills:
Market Research, Cold Calling, Investments, Marketing, Retirement Planning, Financial Services,...
Full Profile

Carl Eckman Philadelphia, PA

Professions & Specialties

Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Manager • Operations Manager • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Chief Executive • Information Technology Specialist • IT Specialist • Reporter • Laboratory Chemist • Chemical Professional

Experience & Education

Position:
Senior IRA Specialist at SEI Investments
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
SEI Investments - Oaks, PASenior IRA Specialistsince Apr 2012SEI Investments Manager, Middle Office OperationsOct 2006 - Oct 2012
Senior IRA service consultant
Full Profile

Joshua Mateyk Philadelphia, PA

Professions & Specialties

Counselor • Advisor • House Cleaner • Housekeeping Aide • Cleaning Worker • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Student Worker

Experience & Education

Position:
Middle Office Regional Consultant at SEI, Part time Housekeeping at Church of the Saviour
Title:
Middle Office Regional Consultant at SEI
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
SEI - Oaks PAMiddle Office Regional Consultantsince Oct 2012Church of the Saviour - Wayne PAPart time Housekeepingsince Jun 2012
Full Profile

Brandon Lutz Philadelphia, PA

Professions & Specialties

Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Investment Accountant at BNY Mellon
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
BNY Mellon Investment Accountantsince Jun 2013SEI Investments - Oaks, PAService ConsultantAug 2010 - Jun 2013
Skills:
Mutual Funds, Investments, Retirement, Microsoft Office, Sales, Economics, Finance, Analysis,...
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Adrienne Panos New York, NY

Professions & Specialties

Business Analyst • Project Manager • Counselor • Analyst • Analysts • Advisor • Vice President • Chief Executive • Project Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Business Analyst, Project Manager at Goldman Sachs
Title:
Vice President at Goldman Sachs Asset Management
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Goldman Sachs Business Analyst, Project Managersince Jun 2011Capco - Greater New York City AreaConsultantApr 2010 - May 2011
Skills:
Business Analysis, Financial Services, Project Management, Asset Managment, Process Improvement,...
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Cyril Zarkoff Philadelphia, PA

Professions & Specialties

Counselor • Supporting Member • Team Member • Advisor • Senior Associate • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Associate, a consultant to SEI Investments at LiquidHub
Title:
Senior Associate at LiquidHub
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
LiquidHub - Oaks, PASenior Associate, a consultant to SEI Investmentssince Dec 2010
Skills:
Business Process Improvement, Project Management, Financial Reporting, Business Analysis, Risk...
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Aaron Silverman Boston, MA

Professions & Specialties

Supporting Member • Counselor • Team Member • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Services Professional • Financial Services Sales Agent • Operations Manager • Sports Game Coach

Experience & Education

Position:
National Large Market 401(k) Associate at Putnam Investments
Title:
National Large Market 401(k) Associate
Location:
Boston, Massachusetts
Industry:
Financial Services
Work history:
Putnam Investments - Boston, MANational Large Market 401(k) Associatesince Mar 2013SEI - Oaks, PARegional ConsultantFeb 2012 - Mar 2013
Skills:
Coaching, 401k, Defined Contribution, Retirement, Team Building, Mutual Funds, Relationship...
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David Rueter Boston, MA

Professions & Specialties

Counselor • Supporting Member • Advisor • Team Member • Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Regional Consultant - Financial Adviser Network at SEI, Senior Client Services Associate at State...
Title:
Regional Consultant - Adviser Network at SEI
Location:
Boston, Massachusetts
Industry:
Financial Services
Work history:
SEI - Oaks, PARegional Consultant - Financial Adviser Networksince Sep 2012State Street Senior Client Services Associatesince May 2011
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Counselors near Oaks, PA02565127681,0241,280West ChesterWayneNorristownMediaCollegevilleBlue BellExtonConshohockenLansdalePlymouth Meeting