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John Bethea Email & Phone Number

Experienced professional with a proven track record in fostering team cohesion, driving systems development, and enhancing organizational culture within the financial industry.

Location: Downingtown, Pennsylvania, United States 2 work roles 2 schools

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✓ Verified May 2026 3 data sources Profile completeness 71%

Role

Experienced professional with a proven track record in fostering team cohesion, driving systems development, and enhancing organizational culture within the financial industry.

Location

Downingtown, Pennsylvania, United States

Who is John Bethea? Overview

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Quick answer

John Bethea is listed as Experienced professional with a proven track record in fostering team cohesion, driving systems development, and enhancing organizational culture within the financial industry. based in Downingtown, Pennsylvania, United States. AeroLeads shows a matched LinkedIn profile for John Bethea.

John Bethea previously worked as Assistant Manager, Alternative Investment Funds at Sei and Sr. Analyst, Client Processing – Reconciliation Department at Pershing Management Assets Solutions (Subsidiaries Of Bnymellon). John Bethea holds Bachelor Of Arts Degree, Organization Dynamics/ Human Performance Management from Immaculata University.

Profile bio

About John Bethea

Professional ProfileI am a diligent and thorough financial industry professional that has a true love and passion for the constant adaptably with an ever changing industry. My focus is to stay abreast to international and domestic news that can potentially change how this industry operates and staying diligent with my company in mind.Within my team, I strive for us to be productive in identifying and resolving all variances, any outstanding collections, and ensuring accuracy on records and reports within the internal system. When there are operational changes within processes or to improve efficiency; I focus on communicating with an open informational/training session to allow all thoughts, questions, and opinions to be shared in a supportive atmosphere that allows knowledge to be cultivated and encouraged.

2 roles

John Bethea work experience

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Assistant Manager, Alternative Investment Funds

Sei

Managed record-keeping for private holdings, maintaining meticulous documentation for compliance purposes.
Reconciled NAV and market values, ensuring compliance with regulatory standards and maintaining stringent data integrity, producing 100% for 1st and 2nd quarter of reporting.
Fostered transparency and accountability by promptly communicating discrepancies to team members.
Delivered expertise by coordinating and supporting various year-end auditing processes and… Show more
Delivered expertise by coordinating and supporting various year-end auditing processes and Pre-Capitalization (PCaps) procedures.
Reviewed and ensured timely journal entries were reconciled / validated daily in Investran accounting system, producing 100% reconciliation.

Nov 2022 - Mar 2024

Sr. Analyst, Client Processing – Reconciliation Department

Pershing Management Assets Solutions (Subsidiaries Of Bnymellon)

King Prussia, Pennsylvania

Ensured all transactions were correctly processed and settled in a timely manner, reconciling end of day (EOD) by 100%, reviewing and processing separately managed accounts (SMA) between firm’s portfolio accounting.
Reduced and improved tax errors 80% by retraining and streaming lining process.
Communicated daily with offshore team, resolving issues related to daily… Show more
Communicated daily with offshore team, resolving issues related to daily processes, corporate actions, and trade settlement.
Developed talent by serving as Primary Operations Trainer for Reconciliation Department.
Resolved 100% of all unified managed account breaks, fixing trade issues, posting withdrawals, freezing, and terminating accounts on platform.

Jun 2002 - Oct 2022

2 education records

John Bethea education

Bachelor Of Arts Degree, Organization Dynamics/ Human Performance Management

Immaculata University

Graduate Program, Information Technology

West Chester University Of Pennsylvania

FAQ

Frequently asked questions about John Bethea

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What is John Bethea's role at their current company?

John Bethea is listed as Experienced professional with a proven track record in fostering team cohesion, driving systems development, and enhancing organizational culture within the financial industry..

Where is John Bethea based?

John Bethea is based in Downingtown, Pennsylvania, United States.

What companies has John Bethea worked for?

John Bethea has worked for Sei and Pershing Management Assets Solutions (Subsidiaries Of Bnymellon).

How can I contact John Bethea?

You can use AeroLeads to view verified contact signals for John Bethea, including work email, phone, and LinkedIn data when available.

What schools did John Bethea attend?

John Bethea holds Bachelor Of Arts Degree, Organization Dynamics/ Human Performance Management from Immaculata University.

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