Patrick Wells
About Patrick Wells
Patrick Wells is a Reconciliation Supervisor at SEI in Oaks, Pennsylvania, with a diverse background in both retail and corporate environments.
Company - SEI
Patrick Wells is currently working at SEI in Oaks, Pennsylvania as a Reconciliation Supervisor. SEI is a global provider of investment processing, fund processing, and investment management business outsourcing solutions. Patrick has been at SEI for over five years, initially joining as an Operations Analyst before advancing to his current role.
Title - Reconciliation Supervisor
As the Reconciliation Supervisor at SEI, Patrick Wells is responsible for overseeing the reconciliation processes. This role involves ensuring the accuracy and integrity of financial data, monitoring account balances, and managing discrepancies. His expertise in reconciliation supports the efficient operation of the financial systems at SEI.
Education and Expertise - Shippensburg University
Patrick Wells studied Mathematics and Statistics at Shippensburg University of Pennsylvania, completing his education in 2016. This academic background provides him with a strong analytical foundation, which he has applied in various roles across retail and corporate sectors. His expertise in these areas supports his effective performance in financial and operational roles.
Background - Career Progression
Patrick Wells has a diverse work history that spans both retail and corporate environments. Starting as a Cashier at Giant Food, he worked his way up to a Relief Store Accountant over seven years. He then transitioned to a corporate role at CBIZ Retirement Plan Services as a Junior Pension Administrator. Additionally, he worked briefly as a Traveling Customer Trainer at The Reynolds and Reynolds Company, followed by a role at Aeropostale as a Key Holding Manager. His career progression demonstrates a versatile skill set and adaptability in different professional environments.
Achievements - SEI Career Advancement
Within SEI, Patrick Wells has shown significant career advancement. He began as an Operations Analyst in 2018 and was promoted to Reconciliation Supervisor. This upward movement within the company highlights his capability and dedication to his work, as well as the trust placed in him by his employer.