Peter Urscheler Email & Phone Number

Phoenixville, Pennsylvania

Founded in 1849 and once known as a booming industrial community, Phoenixville has undergone a tremendous renaissance in recent years. Located just 27 miles from Center City Philadelphia, today the thriving Borough of more than 17,500 residents is a vibrant gathering place for millennials and baby boomers alike. Its historic downtown has become a.

235 Bridge is a boutique consulting firm serving the unique needs of small businesses and non-profit groups. Recognizing that these organizations are built on passion. My goal is to bridge an Owner/Operators Passion with Results.Drawing from my strong corporate background, I work to marry, best practices utilized in successful businesses throughout the.

Oaks, PA

Responsible for the development and execution of the Internal and External Communications Strategy for SEI's Trust 3000 Private Banking Business LineReported directly to Senior Vice President and served on the 7 person leadership team responsible for a unit of 156 employees and over $397 million in revenueCoordination of all major onsite and offsite.

Client Site

Provided onsite conversion and acquisition professional services to one of SEI’s largest Private Banking clientsOversaw the triage, research, prioritization and resolution of all day-to-day client requests and issues, as well as the identification of potential project related problemsAdvised and developed project related Corporate Communications which were.

Responsible for the development of a variety of materials which supports the technological development of the SEI Wealth Platform.Provided information and educational sessions around the SEI Wealth Platform to prospects, clients, internal audiences and investors.Developed, in conjunction with the CEO and the CFO, a major corporate educational initiative.

Chosen by Executive Management to be responsible for the first implementation of the SEI Wealth Platform, a $1 Billion+ technology which supports trading and transactions on 151 stock exchanges in 55 countries and 43 currencies through the use of straight through processing and a single operating infrastructure environment. The client was one of the top.

Developed, implemented and maintained system by which to capture issues and action items on behalf of one of SEI’s largest clients, one of the world’s Top 10 banks.Played integral issue management role during the first client conversion of the SEI Wealth Platform, a $1+ billion technological enabler of the services offered through SEI.Provided SEI Wealth.

Supervised all activities of the Student Government Association its 100 student representatives, 25 person management team and 7 employeesInitiated Student Government Association growth plan, which increased membership by 600% Cited by Trustees and University President as unifying the commitments of the Student Government Association and the.