Geoffrey Lower
About Geoffrey Lower
Current Role at SEI
Geoffrey Lower currently serves as a Private Equity Fund Accounting Supervisor at SEI in Oaks, PA. He started his role in July 2021. In this capacity, he oversees the accounting functions related to private equity funds, ensuring accurate financial reporting and compliance with regulatory requirements. His responsibilities likely include supervising a team of accountants and analysts, managing fund audits, and maintaining client relationships.
Previous Roles at SEI
Before becoming a Private Equity Fund Accounting Supervisor, Geoffrey Lower worked as a Private Equity Senior Fund Accountant/Analyst at SEI from 2019 to 2021 in Oaks, PA. During his two-year tenure, he performed financial analysis and accounting duties specific to private equity funds. His role involved preparing financial statements, reconciling accounts, and supporting various financial reporting processes.
Professional Experience at Vanguard
Geoffrey Lower has extensive experience at Vanguard, where he held multiple positions. From 2017 to 2019, he was a Flagship Customer Service Specialist in Malvern, Pennsylvania. Before that, he served as a Flexible Workforce Support Team Lead from 2016 to 2017 and as an Investment Professional from 2015 to 2016. He also worked as an Education Savings Specialist for four months in 2014. In these roles, Geoffrey Lower developed his skills in customer service, team leadership, and investment strategies.
Educational Background
Geoffrey Lower attended Appalachian State University, where he earned a Bachelor's Degree in Accounting after five years of study from 2008 to 2013. He also completed his high school education at West Chester Henderson High School, graduating in 2008. His academic background laid a strong foundation for his career in the finance and investment industry.
Licenses and Certifications
Geoffrey Lower holds Series 6, 7, and 63 licenses, which are essential qualifications for financial professionals dealing with securities and investment products. These licenses enable him to perform a variety of financial services, including trading securities, providing investment advice, and managing client portfolios.