Specialist, Performance Reporting
Current
Oct 2010 - Present
AeroLeads people directory · profile
John Marshall Email & Phone Number
Specialist, Performance Reporting
at
SEI Investments
1 work email found
@seic.com
1 phone found area 267
LinkedIn matched
4 data sources
Profile completeness 100%
Current company
Role
Specialist, Performance Reporting
Location
Phoenixville, Pennsylvania, United States
Company size
Who is John Marshall? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
John Marshall is listed as Specialist, Performance Reporting at SEI Investments, a company with 3250 employees, based in Phoenixville, Pennsylvania, United States. AeroLeads shows a work email signal at seic.com, phone signal with area code 267, and a matched LinkedIn profile for John Marshall.
John Marshall previously worked as Senior Performance Analyst at Nuveen Investments and Performance Analyst at Nuveen Investments. John Marshall holds Bs, Finance from University Of Florida - Warrington College Of Business.
Company email context
Email format at SEI Investments
This section adds company-level context without repeating John Marshall's masked contact details.
{first_initial}{last}@seic.com
89% confidence
AeroLeads found 1 current-domain work email signal for John Marshall. Compare company email patterns before reaching out.
Profile bio
About John Marshall
John Marshall is a Specialist, Performance Reporting at SEI Investments. He possess expertise in 2014 cfa level ii candidate. Colleagues describe him as "John is dependable, detail-oriented and has excellent technical skills. He is a strong problem solver and would be a great asset to any organization."
Listed skills include 2014 Cfa Level Ii Candidate.
Current workplace
John Marshall's current company
Company context helps verify the profile and gives searchers a useful next step.
Sei Investments
4 roles
John Marshall work experience
A career timeline built from the work history available for this profile.
Senior Performance Analyst
- GIPS® compliance and attestation (verification) process-Performance analysis, calculation, and reporting of composites/portfolios/benchmarks. -7 Independent Investment Managers (Nuveen subsidiaries) -600+ composites -SMA/Institutional/Mutual Funds -125,000+ accounts- External vendor relationship management- Checkfree (now Fiserv) APL- Wilshire.
Feb 2005 - Aug 2010
Performance Analyst
Created, then automated a daily ‘drift report’ comparing management performance vs benchmark Initiated automation of Nuveen’s firm wide inclusion/exclusion procedures Enhanced auditing features which reducing performance outliers by >75%
Feb 2002 - Feb 2005
Account Coordinator
Rittenhouse Financial Services
Oct 2000 - Jan 2002
Team & coworkers
Colleagues at SEI Investments
Other employees you can reach at seic.com. View company contacts for 3250 employees →
MP
Mary Pappert
Colleague at Sei Investments
Greater Philadelphia, United States
View →
WG
William Galumbus
Colleague at Sei Investments
Grand Forks, North Dakota, United States, United States
View →
RJ
Robert Johnson
Colleague at Sei Investments
United States, United States
View →
GW
Greg Wilson
Colleague at Sei Investments
North Wales, Pennsylvania, United States, United States
View →
TG
Thomas Gartland
Colleague at Sei Investments
Quakertown, Pennsylvania, United States, United States
View →
SA
Sikander Agha
Colleague at Sei Investments
Houston, Texas, United States, United States
View →
LC
Liam Callahan
Colleague at Sei Investments
Greater Philadelphia, United States
View →
AC
Andrea Coyle
Colleague at Sei Investments
Greater Philadelphia, United States
View →
CD
Callie Daughn-Wood
Colleague at Sei Investments
Collegeville, Pennsylvania, United States, United States
View →
KR
Kamran R.
Colleague at Sei Investments
London, England, United Kingdom, United Kingdom
View →
Mary Pappert
Colleague at Sei Investments
Greater Philadelphia, United States
View →
WG
William Galumbus
Colleague at Sei Investments
Grand Forks, North Dakota, United States, United States
View →
RJ
Robert Johnson
Colleague at Sei Investments
United States, United States
View →
GW
Greg Wilson
Colleague at Sei Investments
North Wales, Pennsylvania, United States, United States
View →
TG
Thomas Gartland
Colleague at Sei Investments
Quakertown, Pennsylvania, United States, United States
View →
SA
Sikander Agha
Colleague at Sei Investments
Houston, Texas, United States, United States
View →
LC
Liam Callahan
Colleague at Sei Investments
Greater Philadelphia, United States
View →
AC
Andrea Coyle
Colleague at Sei Investments
Greater Philadelphia, United States
View →
CD
Callie Daughn-Wood
Colleague at Sei Investments
Collegeville, Pennsylvania, United States, United States
View →
KR
Kamran R.
Colleague at Sei Investments
London, England, United Kingdom, United Kingdom
View →
2 education records
John Marshall education
Education record
Strath Haven
FAQ
Frequently asked questions about John Marshall
Quick answers generated from the profile data available on this page.
What company does John Marshall work for?
John Marshall works for SEI Investments.
What is John Marshall's role at SEI Investments?
John Marshall is listed as Specialist, Performance Reporting at SEI Investments.
What is John Marshall's email address?
AeroLeads has found 1 work email signal at @seic.com for John Marshall at SEI Investments.
What is John Marshall's phone number?
AeroLeads has found 1 phone signal(s) with area code 267 for John Marshall at SEI Investments.
Where is John Marshall based?
John Marshall is based in Phoenixville, Pennsylvania, United States while working with SEI Investments.
What companies has John Marshall worked for?
John Marshall has worked for Sei Investments, Nuveen Investments, and Rittenhouse Financial Services.
Who are John Marshall's colleagues at SEI Investments?
John Marshall's colleagues at SEI Investments include Mary Pappert, William Galumbus, Robert Johnson, Greg Wilson, and Thomas Gartland.
How can I contact John Marshall?
You can use AeroLeads to view verified contact signals for John Marshall at SEI Investments, including work email, phone, and LinkedIn data when available.
What schools did John Marshall attend?
John Marshall holds Bs, Finance from University Of Florida - Warrington College Of Business.
What skills is John Marshall known for?
John Marshall is listed with skills including 2014 Cfa Level Ii Candidate.
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