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Current Employers
Sei Investments Management Corp

One Freedom Valley Drive, Oaks, PA 19456 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-08-16
  • PA RA
    APPROVED
    Since 2024-08-16

Branch Locations

Malvern, PA • United States

One Freedom Valley Drive, Oaks, PA 19456 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sei Investments Management Corp Oaks PA 07/2023 Present
Pennsylvania State University University Park PA 08/2019 05/2023
West Chester School District West Chester PA 07/2014 08/2019
Citizens Financial Group Inc. Horsham PA 05/2022 08/2022
Hartford Funds Management Group Inc. Wayne PA 02/2022 05/2022
Exelon Corporation West Chester PA 05/2021 08/2021
  • 07/2023 → Present
    Oaks, PA
  • 08/2019 → 05/2023
    Pennsylvania State University
    University Park, PA
  • 07/2014 → 08/2019
    West Chester School District
    West Chester, PA
  • 05/2022 → 08/2022
    Citizens Financial Group Inc.
    Horsham, PA
  • 02/2022 → 05/2022
    Hartford Funds Management Group Inc.
    Wayne, PA
  • 05/2021 → 08/2021
    Exelon Corporation
    West Chester, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-16
  • S65 Uniform Investment Adviser Law Examination
    2024-08-16

View on SEC IAPD

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