Gregory D. Mcquiston

Gregory D. Mcquiston Email and Phone Number

Financial Reporting - Specialist III @ SEI
Oaks, PA, US
Gregory D. Mcquiston's Location
Oaks, Pennsylvania, United States, United States
Gregory D. Mcquiston's Contact Details

Gregory D. Mcquiston personal email

n/a
About Gregory D. Mcquiston

Top 5 Strengths ( Input, Strategic, Achiever, Discipline, Futuristic) - Strengths Finder.

Gregory D. Mcquiston's Current Company Details
SEI

Sei

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Financial Reporting - Specialist III
Oaks, PA, US
Website:
seic.com
Employees:
4230
Gregory D. Mcquiston Work Experience Details
  • Sei
    Financial Reporting - Specialist Iii
    Sei
    Oaks, Pa, Us
    View
  • Sei
    Financial Reporting
    Sei Dec 2020 - Present
    View
  • Sei
    Tax Specialist
    Sei Jan 2019 - Dec 2020
    Taxation of Hedge Funds and Mutual FundsVBA programmingSoftware used: Microsoft Excel, Microsoft Access, Sungard Invest One, Wolter kluwers CCH Tax software, OneSource Tax.
    View
  • Sei
    Financial Reporting Supervisor
    Sei Jul 2016 - Mar 2019
    Sei Investment Management Services
    • Prepares mutal funds and hedge funds financial statements for various clients in accordance with the regulatory calendar and filings for the SEC• Maintain great working relationships with clients, audit firms, vendors, and internal clients• Support automation of various functions performed by the Administration Department• Ensure compliance with departmental policies and procedures• Support the department in achieving departmental measures/goals• Schedule/Facilitate kick-off meetings for each client prior to financial period end• Prepare board materials• Provide support in the completion of the annual prospectus update for various clients in accordance with the regulatory calendarVBA programmingSoftware Used: SunGard, Confluence, Microsoft Excel, Microsoft Word, Adobe Publisher, Bloomberg Terminal, JIRA
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  • Sei
    Treasury Management Specialist - Cash Management & Anti-Money Laundering
    Sei Oct 2014 - Jul 2016
    Sei Private Trust Company
    • Monitor and report the cash balances in the Demand Deposit Accounts (DDA) at various trading institutions• Research, escalate, and seek resolution to overdrafts in the DDAs• Review and verify funding for high value wires• Create, maintain, and enhance reporting to meet the current business climate• Administer domestic and international bank account and custody account establishment at various financial institutions• Backup to the AML Specialist to address OFAC alerts and perform audits• Update policies and processes to meet the current business climate• Process domestic & international wire transfers• Special projects that enhance operational efficiency and lower operational costSoftware Used: Trust 3000, SEI Wealth Platform, Lexis Nexis, Bridger Insight, Microsoft Access, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, TLM Recon Software, Prezi
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  • Cappelletti
    Pac Treasurer - Pa State Senate
    Cappelletti Aug 2019 - Present
    Financial ReportingController Activity’s
  • Td
    Teller Ii - Part Time
    Td Nov 2011 - Oct 2014
    • Cash Management• Account AdministrationSoftware Used: Microsoft Excel, Microsoft Word, Lotus Notes, Teller Encore
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  • Deborah Mcquiston Cpa
    Staff Accountant - Part Time
    Deborah Mcquiston Cpa Aug 2010 - Oct 2014
    Audubon, Pa
    • Financial Statement Preparation• Account Reconciliation• PayrollSoftware Used: Quickbooks and Microsoft Excel
  • Us Navy
    Aviaton Ordnanceman, 2Nd Class Petty Officer
    Us Navy Aug 2005 - Aug 2010
    Uss George Washington, Cvn-73
    Operations SupervisorProgram Management Office Administration
    View

Gregory D. Mcquiston Skills

Leadership Teamwork Strategic Planning Budgets Team Building Time Management Data Entry Customer Service Human Resources Payroll Microsoft Word Sales Public Speaking Microsoft Excel

Gregory D. Mcquiston Education Details

Frequently Asked Questions about Gregory D. Mcquiston

What company does Gregory D. Mcquiston work for?

Gregory D. Mcquiston works for Sei

What is Gregory D. Mcquiston's role at the current company?

Gregory D. Mcquiston's current role is Financial Reporting - Specialist III.

What is Gregory D. Mcquiston's email address?

Gregory D. Mcquiston's email address is gm****@****ast.net

What schools did Gregory D. Mcquiston attend?

Gregory D. Mcquiston attended Fox School Of Business And Management - Temple University, American Culinary Federation, St. Augustine Fl.

What skills is Gregory D. Mcquiston known for?

Gregory D. Mcquiston has skills like Leadership, Teamwork, Strategic Planning, Budgets, Team Building, Time Management, Data Entry, Customer Service, Human Resources, Payroll, Microsoft Word, Sales.

Who are Gregory D. Mcquiston's colleagues?

Gregory D. Mcquiston's colleagues are Tayshaun Mack, Evan Lin, Suman Pal, Kannanji Kannan, Sean Simko, Madhu Avula, Gayflor Aruna.

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