Colleen Shirk

Colleen Shirk

Private Banking Resolution Team @ Sei

About Colleen Shirk

Colleen Shirk is a member of the Private Banking Resolution Team and GWP Product Owner at SEI, with over 15 years of experience in various roles within the company.

Current Role at SEI

Colleen Shirk currently holds dual roles at SEI. She is part of the Private Banking Resolution Team and also serves as the GWP Product Owner. These positions involve resolving intricate banking issues and overseeing the product management of SEI's GWP offerings, respectively.

Previous Roles and Experience

Colleen Shirk has a rich history with SEI Investments, spanning more than 15 years. She started in Operations focusing on EBR and Performance Reporting from 2005 to 2010. She then transitioned to the GWP SQA Team, where she worked for three years until 2013. Prior to her longstanding career at SEI, she worked at Chestnut Hill Rehab Hospital in Recreational Therapy from 2005 to 2006.

Educational Background

Colleen Shirk studied at Shippensburg University of Pennsylvania, where she pursued a degree in Finance, General, from 2001 to 2005. This foundational education provided her with the financial acumen that has been pivotal in her diverse roles in the financial services sector.

Expertise in Financial Services and Business Process Improvement

Colleen Shirk has developed strong expertise in business process improvement, particularly within the financial services sector. She has a proven track record of resolving complex issues within tight deadlines, ensuring high-quality standards are maintained throughout.

Skills in Team Collaboration and Leadership

Colleen Shirk excels in both team collaboration and independent work environments. She is experienced in mentoring and coaching team members, contributing significantly to their professional development. Her strong background in customer relations ensures client satisfaction and effective communication, making her a valuable asset in any team.

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