George Mcshea
Director at SEI | Greater Philadelphia
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George McShea is a seasoned professional with over 25 years of experience in the financial services industry, currently serving as the Director at SEI. In this pivotal role, he oversees the daily operations of the Middle Office teams, providing critical support to more than 20 Institutional Private clients. His extensive expertise in financial reporting, portfolio management, and operational efficiency positions him as a key player in ensuring that client needs are met with precision and timeliness.
George's responsibilities extend beyond mere oversight; he acts as the primary escalation point for any client queries or operational issues, demonstrating his commitment to exceptional client service. His ability to coordinate resolution efforts for identified operational challenges showcases his strong problem-solving skills and his adeptness in change management. By fostering robust relationships between operational teams and senior management, George ensures that best practices are not only implemented but also continuously refined to meet the evolving needs of clients.
His deep understanding of industry standards, coupled with his proficiency in equities and banking, allows him to navigate complex financial landscapes effectively. George's communication skills play a vital role in bridging gaps between diverse stakeholders, ensuring that all parties are aligned and informed. As he drives key projects aimed at enhancing operational efficiency and client satisfaction, George remains dedicated to delivering value and maintaining SEI's reputation as a leader in financial services. His blend of technical knowledge and interpersonal acumen makes him an invaluable asset to both his clients and his team.
Director at SEI in October 2019 to Present
Vice President at State Street in April 2016 to October 2019
AVP, Client Service Manager at BNP Paribas in September 2009 to April 2016
Assistant Vice President at State Street in May 2008 to September 2009
Manager - Performance Reporting Group at SEI Investments in April 2007 to January 2008
Manage - Employee Benefit Reporting at SEI Investments in July 2002 to April 2007
Supervisor, Financial Reporting Services at Vanguard in July 2000 to July 2003
Manager - Pension Department at Beneficial Bank in February 1987 to July 2000
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Communication
Change Management
Customer Service Management
Accounting
Banking
Auditing
Business Process Improvement
Equities
Finance
Financial Reporting
Fixed Income
Investments
Management
Mutual Funds
Portfolio Management
Retail Banking
Securities
Financial Services
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Discover more about SEIWhat is George Mcshea email address?
Email George Mcshea at [email protected]. This email is the most updated George Mcshea email found in 2026.
How to contact George Mcshea?
To contact George Mcshea send an email to [email protected]. (updated on September 13, 2024)
What company does George Mcshea work for?
George Mcshea works for SEI
What is George Mcshea's role at SEI?
George Mcshea is Director
What is George Mcshea's Phone Number?
George Mcshea's phone (**) *** *** 427
What industry does George Mcshea work in?
George Mcshea works in the Financial Services industry.
George Mcshea Email Addresses
George Mcshea Phone Numbers
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