Position:
Supervisor - Investor Services at SEI
Location:
Greater Philadelphia Area
Work:
SEI
- Oaks, PA since Jul 2012
-
Supervisor - Investor Services
SEI
- Oaks, PA Sep 2011 - Jul 2012
-
Senior Analyst - Investor Services
SEI
- Oaks, PA Aug 2010 - Sep 2011
-
Analyst - Investor Services
Independence Financial Associates
May 2009 - Aug 2009
-
Intern
Lincoln Financial Advisors
May 2008 - Aug 2008
-
Intern
Education:
Philadelphia University 2006 - 2010
Bachelor of Science, Finance, Distinguished Honors Scholar, 3.95 GPA
Skills:
Teamwork, Microsoft Excel, Microsoft Office, Microsoft Word, Alternative Investments, Customer Service, Organization, Highly detail oriented, Motivated self-starter, Hedge Funds, Fund Administration, Investor Relations
Awards:
Shining Star Q3 2011
SEI Investment Manager Services Unit
Won individually for "Quality of Work."
Shining Star Q3 2012
SEI Investment Manager Services Unit
Won as part of a team for excellent client service.