• Oversee group of nine alumni advisors to Albright College chapter• Mentor group of 30 undergraduate men in recruitment, social engagement and risk reduction practices

Governance Chair / President- Elect (July 2018 – Present• Oversee committee of five alumni to enhance governing practices of the boardAlumni Outreach Chair (July 2016 –July 2018)• Oversaw committee of six alumni to increase alumni engagement initiatives General Board Member (Sept 2014 - May 2016)

• Oversee project life cycle for investment initiatives ranging from moderate to difficult complexity. Initiatives include launching and closing products, increasing operational efficiencies with external vendors and internal processing teams and implementing regulatory and client-driven changes.• Collaborate with internal and external stakeholders (domestic and international), i.e. custodians, external and internal legal counsel, sub-advisors, fund accounting, compliance, portfolio management, communication, marketing, client service and development teams.• Perform ongoing oversight and management of SEI’s product offerings, including 40ACT mutual funds, Canadian funds, Collective Investment Trusts and UCITS funds• Manage equity and fixed income transitions related to sub-advisor onboarding and termination ranging from $57 million to $1.08 billion in assets• Produce monthly, quarterly and annual reporting satisfying operational and regulatory requirements• Maintain strong relationships with eight domestic and international vendors to coordinate custodial, class action, investment reporting, regulatory and tax services for products in Canada, Ireland and the U.S.• Implemented and maintain international regulatory reporting requirements for 53 Irish products• Coordinated domestic regulatory project to comply with 2016 Money Market Reform resulting in two fund launches and six fund liquidations involving movement of over $9 billion in assets

• Managed production of client statements and communication of deliverable status and outstanding issues• Managed NAV Confirmation service providing transparency reporting to clients and their investors• Collaborated with vendors to ensure pricing process is accurate/efficient for all investment strategies• Provided insight on asset/liability confirmation, independent price verification and counterparty exposure• Reconciled components of a fund’s NAV understanding complex investment types, accounting procedures, custodian accounts etc.• Managed proprietary applications, oversight of development and implementation of new funds and clients• Worked with development team to build two proprietary databases to manage data and produce reports while increasing efficiency and reducing business risk• Managed development of client and internal requested enhancements to proprietary databases• Enhanced service by creating implementation guidelines, creating operational and control quality checklists for proper oversight and improving applications/systems to meet ongoing client needs• Communicated project status and timelines effectively with stakeholders. • . Built responsive relationship with clients in which their needs were actively anticipated and addressed.• Implemented/sustained services by working with accounting, legal counsel, relationship management, investor services teams and client• Cross trained, mentored, and educated team members on NAV Confirmation service

• . Successfully implemented three clients on NAV Confirmation platform• . Partnered with developers, fund accounting and relationship management teams and clients to create, maintain and enhance proprietary applications and product offering• . Collected large quantities of prices from vendors and streamlined price verification processes to increase efficiencies and ensure independence and accuracy

• Managed logistical and employee engagement aspects of SEI Cares volunteer initiatives• Oversaw committee of 10 employees and coordinated events with employees to host events on campus resulting in an increase of 500 service hours from the previous years• Enhanced policies for our employee initiatives grant program• Built procedures/policies to aid in volunteer logistics/operations• Presented monthly reports to board of directors as well as quarterly metrics of success of events

• Utilized financial databases (Bloomberg, Capital IQ) to research investment information for investment bank and law firm• Compiled company profiles and updated clientele information and records used by investment bank and law firm

• . Oversaw committee members tasked with providing recommendations to the National Fraternity• Helped construct important bill that constructed housing corporation for fraternity• Presented committees' recommendations to the national fraternity and received 100% confirmation of all bills proposed

• Analyzed duration information for international markets and compiled a list of appropriate bond indices to use in duration calculation, used analysis for review of current investments and for use in duration policy change discussions• Participated in discussions to develop a best practice system for duration calculation that will be used in potential policy change and researched different duration methods and practices of other firms to use in discussions• Reviewed credit update reports for current international investments and upon review, worked with investment team to revise and update credit reports to depict accurate and relevant information for the firm• Participated in conference calls to Mexico and Argentina resulting in a better understanding of international markets• Updated investment overview and developed spreadsheets to be used for a presentation to the Board of Directors

• Compiled portfolio analysis of Morning Star mutual funds and accessed if appropriate for current client needs• Analyzed stocks and mutual funds resulting in better understanding of financial products/services