Michael White
About Michael White
Michael White is a Global Regulatory Risk and Compliance Specialist II at SEI in Oaks, Pennsylvania, with a background in accounting and finance.
Title
Michael White holds the position of Global Regulatory Risk and Compliance Specialist II at SEI in Oaks, Pennsylvania, United States. This role involves project management for various filing schedules, the facilitation of kick-off meetings, and assisting clients with regulatory queries.
Company
Michael White is currently employed by SEI, a global provider of investment processing, investment management, and investment operations solutions. His role entails managing regulatory risk and compliance activities, ensuring adherence to relevant regulations and client expectations.
Education and Expertise
Michael White earned a Bachelor of Science in Business Administration, with a focus on Finance and Management Information Systems (MIS), from Temple University. His expertise spans across various facets of the financial industry, including regulatory compliance, venture capital accounting, hedge fund accounting, and mutual fund accounting.
Prior Experience
Michael's previous professional roles include a Venture Capital Accountant at Carta, a Hedge Fund Accountant at Good Hill Partners LP, and a Mutual Fund Accountant at BNY Mellon. He also served as a Junior Relationship Manager at Citizens Bank, and held two positions at Wells Fargo as a Credit Analyst and Foreign Item Processor. These varied roles have equipped him with a comprehensive understanding of the financial services and regulatory landscapes.
Responsibilities in Regulatory Compliance
In his position at SEI, Michael oversees project management for filing schedules and supports the regulatory process by creating and communicating timelines to clients. He facilitates kick-off meetings to set expectations, assists with client inquiries related to regulatory filings, and addresses issues promptly. Additionally, he looks for opportunities to improve existing processes and develops team procedures for specific client tasks.