Ross Waxman
About Ross Waxman
Ross Waxman is a Mutual Fund Income Analyst II at SEI in Oaks, Pennsylvania, with a background in finance and education.
Current Position at SEI
Ross Waxman currently works as a Mutual Fund Income Analyst II at SEI, located in Oaks, Pennsylvania, United States. In his role, he has been instrumental in implementing process improvements that significantly reduced manual work and mitigated risk. Additionally, he leads the team responsible for posting money market payments and has developed a new method for handling reconciliations, which has improved team efficiency.
Previous Roles at SEI
Prior to his current role, Ross Waxman worked at SEI as a Mutual Fund Trade Analyst II from 2015 to 2018. During this time, he took on responsibilities that laid the foundation for his later successes at the company. He was involved in resolving a critical time-sensitive issue that prevented a potential $11,000,000 monetary risk, showcasing his ability to handle high-pressure scenarios effectively.
Experience at Vanguard
Ross Waxman's experience at Vanguard, facilitated through Randstad, includes his roles as a Client Relationship Specialist from 2014 to 2015 in Wayne, Pennsylvania, and as a Client Relationship Associate from 2013 to 2014 in Malvern, Pennsylvania. These positions allowed him to build and manage client relationships, setting the stage for his future endeavors in the financial services industry.
Educational Background
Ross Waxman holds a Master's Degree in Education from Saint Joseph's University. He also earned a Bachelor's Degree in Political Science from the University of Arizona. His diverse academic background has equipped him with a broad understanding of both educational methodologies and political frameworks, which have been beneficial throughout his career.
Early Career and Teaching Roles
Before transitioning into the financial sector, Ross Waxman gained experience in education by working briefly as a Social Studies Teacher at Eastern University Academy Charter School, and as an Eleventh Grade Social Studies Teacher at Boys' Latin of Philadelphia. Additionally, he has worked in legal support roles, such as a Legal Assistant at Cunilio and Cunilio, and a Temporary Destruction Clerk for Blank Rome LLP, demonstrating a versatile career trajectory.