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Tom Harvey personal email
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A corporate finance professional who advises discretionary outsourcing clients on asset management and portfolio allocation strategies. Specialize in helping organizations integrate organization goals with the underlying goals of each portfolio or asset pool. SpecialtiesCorporate Finance PracticeBalance Sheet ManagementStrategic Advice and ModelingPortfolio Design and Asset AllocationLiability Driven InvestingMergers and AcquisitionsRecognized Industry ExpertAdjunct Professor, Penn State UniversityCertain statements that I make may constitute “forward-looking statements” within the meaning of the rules and regulations of the Securities and Exchange Commission. Forward-looking statements include information concerning future strategic objectives, business prospects, anticipated savings, financial results (including expenses, earnings, liquidity, cash flow and capital expenditures), industry or market conditions, demand for and pricing of our products, acquisitions and divestitures, anticipated results of litigation and regulatory developments or general economic conditions. In addition, words such as “believes,” “expects,” “anticipates,” “intends,” “plans,” “estimates,” “projects,” “forecasts,” and future or conditional verbs such as “will,” “may,” “expect”, “believe, “continue”, “appear, “could,” “should,” and “would,” as well as any other statement that necessarily depends on future events, are intended to identify forward-looking statements. Forward-looking statements are not guarantees, and they involve risks, uncertainties and assumptions. Although we make such statements based on assumptions that we believe to be reasonable, they can be inaccurate and there can be no assurance that actual results will not differ materially from those expressed in the forward-looking statements. Many of these factors are beyond our control and subject to change. We caution investors not to rely unduly on any forward-looking statements and urge you to carefully consider the risks described in our filings with the Securities and Exchange Commission from time to time, including our most recent Annual Report on Form 10-K and subsequent Forms 10-Q, which are available on seic.com and the SEC’s website at sec.gov. We expressly disclaim any obligation to update any forward-looking statement in the event it later turns out to be inaccurate, whether as a result of new information, future events or otherwise.https//seic.com/socialtharvey@seic.com
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Adjunct ProfessorPenn State UniversityOaks, Pa, Us -
Managing Director, Endowment And Healthcare Advisory PracticeSei Investments 2011 - PresentAdvises corporate, pension, endowment and healthcare clients on asset management and portfolio allocation strategies. Specializes in helping clients understand how investment decisions impact the overall organizational finances. Responsible for analysis, strategic recommendations, and portfolio construction for corporate, pension, and healthcare asset portfolios for US and UK. Advises corporate CFO’s, Treasurers, and finance teams with portfolios ranging from $20 million to $3.0 billion in investable assets. Investment strategies include liability driven investing utilizing equities, fixed income, and multiple alternative asset classes.
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Adjunct ProfessorPenn State University 2007 - PresentUniversity Park, Pa, UsCorporate finance instructor in Penn State University's Master of Finance and MBA programs
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Managing Director, Investment BankingBaker Tilly Virchow Krause, Llp 2008 - 2011Chicago, Il, UsManaging Advisor for corporate advisory and investment banking group providing financial consulting and transaction execution services to private and small-cap public middle market companies. Responsible for the origination an execution of sell-side and buy-side mergers and acquisition (M&A) advisory engagements, capital raising, capital structure support/execution, and valuation/fairness opinion services. -
Director - Middle Market GroupWachovia Securities Investment Banking 2001 - 2008Oaks, Pa, UsPrincipal advisor providing a broad range of corporate finance products to middle-market clients. Focused on M&A execution and growth capital transactions. Responsible for identifying new business opportunities, advising middle market companies regarding strategic financial issues, and marketing new solutions. -
Vice President, Mergers And AcquisitionsFirst Union Securities 1997 - 2001UsLead advisor at top ten M&A advisory and fourth largest financial institution in the US, providing investment banking services for privately held middle-market companies. Project manager responsible for executing merger and acquisition activities including recapitalizations, MBOs, LBOs, and external transactions. -
Director PlanningConrail 1990 - 1997Philadelphia, Pennsylvania, Us
Tom Harvey Skills
Tom Harvey Education Details
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University Of MichiganMaster Of Business Administration (Mba) -
University Of MichiganEconomics
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United States Naval Academy
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St Charles
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St Charles
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Usna
Frequently Asked Questions about Tom Harvey
What company does Tom Harvey work for?
Tom Harvey works for Penn State University
What is Tom Harvey's role at the current company?
Tom Harvey's current role is Adjunct Professor.
What is Tom Harvey's email address?
Tom Harvey's email address is to****@****msn.com
What is Tom Harvey's direct phone number?
Tom Harvey's direct phone number is +161067*****
What schools did Tom Harvey attend?
Tom Harvey attended University Of Michigan, University Of Michigan, United States Naval Academy, St Charles, St Charles, Usna.
What are some of Tom Harvey's interests?
Tom Harvey has interest in Skiing And Home Improvement Projects, Interests Include Management Training, New Technology In Healthcare, Process Improvement, Golf.
What skills is Tom Harvey known for?
Tom Harvey has skills like Pmo, Pmp, Healthcare Information Technology, Vendor Management, Business Analysis, Project Management, Sharepoint, Hipaa, Epic Systems, Process Improvement, Management, Project Portfolio Management.
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