Bill Kelly
About Bill Kelly
Current Role at SEI
Bill Kelly is currently working at SEI in Oaks, Pennsylvania. In his role as Supervisor, he oversees various aspects of fund accounting and management. His responsibilities include ensuring compliance with financial regulations, overseeing the preparation of financial statements, and managing a team of accountants. His experience in different accounting roles within the company has provided him with a comprehensive understanding of fund accounting processes and requirements.
Career Progression at SEI
Bill Kelly has been with SEI since 2016. He started as a Fund Accountant, a role he held for two years. He was then promoted to Senior Fund Accountant, where he took on more advanced responsibilities. His progression within the company culminated in his current position as Supervisor. This steady career development highlights his expertise and commitment to the field of fund accounting.
Previous Experience in Accounting and Finance
Before joining SEI, Bill Kelly worked in various roles related to accounting and finance. He served as an Account Manager at SERVPRO of Levittown from 2015 to 2016. Prior to that, he was a Billing Specialist at Asplundh Tree Expert, LLC from 2014 to 2015. These roles helped him build a strong foundation in financial management and client relations, skills that would be crucial in his later career at SEI.
Educational Background
Bill Kelly studied at West Chester University of Pennsylvania, where he earned a Bachelor of Science (BS) degree in Accounting and Finance. He was enrolled from 2010 to 2014, giving him a solid educational foundation in financial principles and practices. His academic background has played a key role in his career advancements and expertise in fund accounting.
Early Career and Internships
Bill Kelly began his career as an intern at Windsor Financial Group in 2013, based in Horsham, Pennsylvania. This initial experience provided him with valuable insights into the financial services industry. The internship served as a stepping stone, allowing him to gain practical knowledge that would benefit him in subsequent roles, including his stint as a Billing Specialist and later roles at SEI.