Philip Sherman
About Philip Sherman
Philip Sherman is a Project Management Office at SEI in Oaks, Pennsylvania, with over 16 years of experience at the company in various roles including private banking service manager and mutual fund analyst.
Current Roles at SEI
Philip Sherman is currently working at SEI in Oaks, Pennsylvania, United States. He fulfills dual roles as a Project Management Office and a Private Banking Service Manager, bringing his extensive experience in financial services to these positions.
Previous Roles at SEI
Before his current roles, Philip Sherman held various positions at SEI. From 2007 to 2011, he worked as an Account Representative. Prior to that, from 2005 to 2007, he served as a Mutual Fund Analyst. These roles built his foundation in financial analysis and client relations within the company.
Early Career in Sales
Philip Sherman began his career in sales. He worked as an Account Executive at Expanets from 2000 to 2001 and as a Sales Account Executive at ATX Communications from 1998 to 2000. These positions allowed him to develop essential skills in client management and sales tactics.
Education Background
Philip Sherman has a diverse educational background. He earned a Master of Business Administration from Villanova University between 2009 and 2011. He also studied at West Chester University of Pennsylvania from 2003 to 2005, at Swarthmore College from 1990 to 1994, and attended St. Andrew's School (DE) prep school from 1987 to 1990. His studies span business administration, liberal arts, and preparatory education.
Experience in Project Management
Philip Sherman has over 6 years of experience in project management at SEI. This extensive experience has equipped him with the skills necessary to manage complex projects and improve operational efficiency, thereby contributing significantly to the company's success.
Long-term Association with SEI
Philip Sherman has been with SEI for over 16 years. Throughout his tenure, he has held multiple roles, from Account Representative and Mutual Fund Analyst to his current positions. His longstanding association with the firm underscores his dedication and expertise in the financial services industry.