Corey M. Email & Phone Number

Glen Mills, Pennsylvania, United States

Glen Mills, Pennsylvania, United States

• Lead up to 5 ArcReporting implementations simultaneously• Lead weekly calls with the clients to discuss their needs and manage their expectations• Communicate client’s needs across several internal teams and coordinate any necessary action• Manage one to two direct reports for duration of implementation• Analyze client’s accounting data to develop custom data ingestion ETLs with the technical operations team

Oaks, Pennsylvania

• Delivery daily bank DDA cash and position reconciliation exceptions for appropriate parties• Interact with operations teams, external clients, and teammates to research and resolve exceptions• Research and resolve client issues• Assisted with implementation of new method to reconcile traditional assets

Oaks, Pennsylvania

• Execute back-office operations for SEI Private trust clients by analyzing data and extracting financial reports to ensure successful delivery of outgoing transfers of assets and cash.• Maintain communication and support for clients, responding to inquiries and providing thorough assistance, and act as liaison between offshore processing team and banking clients.• Master reconciliation process of mutual fund accounts by researching and identifying the cause of outages, and taking the proper steps to correct and resolve the issue, successfully shortening the processing time.• Provide comprehensive training and systematic training plans for the on-boarding of several new hires on the team in the analyst role.• Work with contra firms to reclaim assets that were transferred in error.• Handle SEI’s gift processing and designated ad hoc duties as assigned.

Oaks, Pennsylvania

• Serve as a temporary Analyst, filling several roles for the free asset movement team, including Fund Account setup, reporting for Fund Accounts to establish SEI Fund accounts at several fund organizations, submitting B-50s through the NSCC and through manual applications• Execute tasks on the bank receipts team, following-up on incoming mutual fund transfers on the Fund-Serv report, post incoming transfers on to SEI’s database Trust 3000• Provide support on client services team making follow-up phone calls to contra firms about liquidation paperwork and entering notes and details of the calls into a database • Work on deliveries team primarily following up on out-going transfer of mutual funds

Phoenixville, Pennsylvania

• Manage properties within private housing community• Perform maintenance and property up-keep as needed