George P McShea
Director - Operations
- Role
- Director at SEI
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About George P McShea
I am a versatile and highly motivated professional with over 25 years’ experience in the…
Experience
Director
Oct 2019 — Present
Responsible for the daily oversight of the Middle Office operational teams supporting 20+ Institutional Private clients.• Primary escalation point for any client queries and issues associated with the operational functions and services provided by our Middle Office teams.• Coordinate the resolution efforts for any identified operational issues with the focus of enhancing current processes with automation and implementation of control oversight.• Coordinate the implementation and integration of new clients to respective Middle Office processes and platforms.• Provide ongoing key performance indicators to both internal management and our clients.• Coordinate with team leads to ensure appropriate coverage, training and staff advancement is in place and effectively measured• Continue to partner with our client’s management teams on change management requests; setting timelines, communicating progress and defining our ongoing support structure.
Education
Temple University
BS
1987 — 1993
Skills
- Finance
- Portfolio Management
- Business Process Improvement
- Fixed Income
- Accounting
- Investments
- Equities
- Auditing
- Banking
- Mutual Funds
- Financial Reporting
- Financial Services
- Retail Banking
- Management
- Securities
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