Shane Stokes
About Shane Stokes
Shane Stokes is an Operation Analyst III specializing in REIT processing at SEI in Oaks, Pennsylvania, with a background in Economics and Finance from West Chester University of Pennsylvania.
Current Role at SEI
Shane Stokes currently serves as an Operation Analyst III, focusing on REIT processing, at SEI in Oaks, Pennsylvania. In this role, he is responsible for monitoring queues for transfer submissions and initiating transfer paperwork to issuers. He ensures the timely settlement of assets and effective communication with various stakeholders, including the M.O. FAM service team and other operations teams.
Past Roles at SEI
Before his current role, Shane Stokes held several positions at SEI. He worked as an Operations Analyst II specializing in settlements for a year from 2019 to 2020. Prior to that, he served as an Operations Analyst I focusing on receipts for two years, from 2017 to 2019. These roles were also based in Oaks, Pennsylvania, and contributed to his professional growth within the company.
Previous Employment at Giant Food
Shane has extensive experience in retail, having worked at Giant Food as a Produce Associate for 11 years, from 2006 to 2017. He handled various responsibilities related to produce management at their Malvern, Pennsylvania location.
Educational Background
Shane Stokes holds a Bachelor's Degree in Economics and Finance from West Chester University of Pennsylvania, where he studied from 2013 to 2017. He also earned an Associate's Degree in Business Administration and Management from Delaware County Community College, completed over four years from 2009 to 2013.
Areas of Expertise
Shane Stokes has a comprehensive skill set that includes expertise in RECON and CBRS processing, exception handling, and resolution. He is skilled in setting up fund and custody accounts on SWP and ensuring visibility in DST Vision. Additionally, he maintains effective communication throughout the transfer process, liaising with various stakeholders to facilitate smooth operations.