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 well-known destination for craft breweries, distilleries, eateries, boutiques, and cultural venues. The Borough hosts more than 50 festivals per year and is best known for its Blob and Firebird Festivals. Recent Statistics: Population: ~17,500, Annual Budget of ~$25 million, 3.8 Square Miles with an Assessed Value in 2020 of $801,463,257, 35 miles of water main & 35 miles of sewer main, 2,419 Borough street trees, 49 miles of roadways & 80 miles of sidewalks, 477 intersections and crosswalks, Borough owned Water & Wastewater Processing Plants along with Sanitation & Recycling Services. Lead the Borough of Phoenixville Police Department which is comprised of 31 Full-time police officers and 2 administrators, a fleet of 16 vehicles and responds to ~13,000 calls per year.Lead the Mayor’s Task force on Rail Restoration which is working on a ~$193 to ~$890 million project to restore rail service between the Borough of Phoenixville, Center City Philadelphia, and the City of Reading.Focused on championing several causes including affordable housing, increased services for senior citizens, public transportation, reducing the educational attainment gap for economically disadvantaged families, total equality protections, and environmental sustainability.Coordinated the Borough of Phoenixville’s response to the COVID-19 pandemic in conjunction with the Office of Emergency Management, Borough of Phoenixville Staff, Phoenixville Area School District, Local Non-Profits and Regional Government Partners.

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 world, with the unbridled enthusiasm and energy found in small to mid-sized organizations. I believe that every organization, regardless of size and resources should have the opportunity to leave a lasting legacy on the community it serves. 235 Bridge specializes in Branding, Strategy, Content and Creativity. Past Projects Include:Organizational 2-5 year Strategy Plan development for both for and not for profit organizationsImplementation and Integration of SalesForce within an organizations existing structureAdvertising campaign development, management, and maintenance Donor development including giving levels, annual campaigns and ultra high net worth donor engagementBoard of Directors and Membership development for Non ProfitsProcess and Procedure documentation, analysis, and improvements for manufacturing and service based businessesSales and Lead Generation for consumer service businesses Oversight of website development along with online shopping presence for multiple retail locations Development of an outsourcing model for a wholesale manufacturing based business Content production for web, print, video and social media distributionMedia Buying for print, web, video and outdoor advertising Coordination and development of Sponsorships for Community OrganizationEvent development, planning and execution. Along with Event Management pre, during and post event.Merchandise acquisition which includes sourcing and contract negotiationDevelopment of various training materials for on site, remote and off shore staff members

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 events; including multiple unit wide meetings, the largest client conference, and a variety of events targeted at increasing employee engagement Collaborated with various teams throughout SEI; including Corporate Marketing, Workforce Development (HR), Events, Disaster Recovery, Legal/Compliance and Knowledge Management on a variety of projectsManaged a variety of Client and Employee Surveys; responsible for survey development, execution, analysis and formulation of action plans in response to resultsLead the Definition and Implementation of a full Professional Services strategy; worked with Relationship teams to identify, staff and coordinate various Professional Service engagementsManaged relationships with various Consulting Firms for staff augmentationProvided input to a variety of programs geared at improving communication and engagement within the workforceCoordinated with SEI's Workforce Development (HR) on the recruitment, interviewing and hiring of various roles throughout the Private Banking unit and organizationResponsible for the management, coordination, and implementation of the Microsoft Dynamics CRM for the Private Banking unit

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 distributed through a variety of mediums to the entire workforce Facilitated all large scale, high priority onsite and virtual Project Related Events which included multiple departments within the organization as well as Executive and Senior Leadership of multiple firmsResponsible for providing project status reports to multiple levels within the client’s organization including Executive and Senior managementCoordinated multiple project related work streams including, Business/Technical Readiness, Risk Management, Human Resources, Operations and Technical Development

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 aimed at promoting and leveraging functionality within the SEI Wealth Platform to SEI’s 2500+ employees.Inspired the formation of a Transformation Team, which is responsible for looking at change methodologies as part of the entire sales, discovery, implementation, and post-implementations process.Implemented the first cross unit internship program, which included strategies that were adopted by Human Resources.Facilitated personal development courses for young high potential talent. Designed and implemented a high potential leadership career rotational program within the SEI Wealth Platform.Chosen by the CEO to collaborate with the consultant in residence from the University of Pennsylvania to investigative social networking and its impact on the educational needs of the workforce.

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 ten largest banks in the world with $2.3 Trillion in assets.Oversaw end client issue management and validation of banks top 100 end clients, managed issue escalation and reported results directly to Project, Senior and Executive management of both bank and SEI1 of 2 individuals selected to provide onsite support as a first level responder during the post conversion of SEI’s first client onto the SEI Wealth PlatformRequested by client to remain onsite, in UK, for six months to ensure successful transition and assist in the change management processDeveloped and implemented ongoing training initiatives and onsite procedures Cited by CEO and senior management of bank for providing exemplary service to their staff during and post conversionDeveloped an external website to better communicate and capture updates in the technological platform for SEI’s clients

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 Platform demonstrations to clients, significant prospects and internal audiences.Lead the design of 2 corporate websites and an Executive Vice President’s blog, to enhance communication around the SEI Wealth Platform.Served in a Relationship Management Function for international clients and prospects visiting the Oaks office.Established Stetson University Recruiting Team for SEI’s Young Leadership Development Program.Cited as a major contributor by Human Resources in the recruitment of high potential talent.

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 UniversityServed on University Budget Committee, which dispersed over $350,000 per year into university programsServed on Design Committee which developed a $15 million residence hall and apartment complexRepresented students and university at various events attended by numerous dignitaries, donors, lecturers and community leadersDelivered project status reports directly to key individuals at university, which included Trustees, President, Vice-Presidents, Deans, and Faculty membersKey contributor in the permanent institution of the University Honor SystemCoordinated and developed a statewide lobbying initiative to incorporate 21 Student Government Associations in an effort to raise educational grants Realized a ~$17 million dollar increase in the educational grant, which impacted 28 private institutions and over 30,000 Florida students