Lisa Oakley
About Lisa Oakley
Lisa Oakley is a Project and Process Manager at SEI Investments with over 25 years of experience in financial reporting, fund accounting, and relationship management.
Company
Lisa Oakley currently works at SEI Investments, a global provider of investment processing, investment management, and investment operations solutions. She has been employed at SEI Investments for over 25 years, showcasing a sustained commitment to the company.
Title
Lisa Oakley holds the title of Project and Process Manager at SEI Investments. She transitioned to this role in 2007 after serving as a Senior Business Manager at the company.
Education and Expertise
Lisa Oakley studied Finance, Risk Management & Insurance at La Salle University, earning a Bachelor of Science degree. Her academic background adds to her comprehensive understanding of financial principles, risk assessment, and insurance.
Career Background
Lisa Oakley's extensive career at SEI Investments includes roles as an Analyst, Supervisor in Fund Accounting, Manager of Financial Reporting, and Relationship Manager. Her experience spans fund accounting, financial reporting, and relationship management, highlighting her diverse skill set within the financial services industry.
Experience in Risk Management
With a degree in Finance, Risk Management, and Insurance from La Salle University, Lisa Oakley has a solid foundation in managing risk within financial frameworks. Her academic expertise is complemented by her professional experience in various roles at SEI Investments.