Thomas Valerio
Managing Director | Enterprise Client & Platform Solutions | Driving Enterprise Adoption & Transformation
- Role
- Managing Director at SEI
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Thomas Valerio
Managing Director with 19 years of experience leading enterprise financial technology relationships and platform transformations across banks, trust companies, and wealth institutions.Focused on enterprise adoption, executive stakeholder alignment, and translating business needs into scalable technology outcomes across product, operations, and engineering teams.
Experience
Managing Director
Jan 2023 — Present · Oaks, PA, US
Education
The Johns Hopkins University
Bachelors, Economics
2003 — 2007
Skills
- Service Management
- Asset Management
- Project Management
- Strategic Planning
- Business Analysis
- Leadership
- Portfolio Management
- Equities
- Product Development
- Financial Services
- Banking
- Mutual Funds
- Investments
- Relationship Management
- Management
- Change Management
- Financial Analysis
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