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Thomas Valerio

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Thomas Valerio

Managing Director | SEI

Philadelphia, Pennsylvania, United States

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Thomas Valerio

Summary

Thomas Valerio is a seasoned professional with extensive experience in asset management and banking, currently serving as the Managing Director at SEI's Global Private Banking & Wealth Management. He specializes in driving strategic goals for wealth management firms and banks, focusing on enterprise-level services that enhance client satisfaction and organizational efficiency. With a strong background in project management and cross-functional team navigation, Thomas has a proven track record of delivering innovative solutions that contribute to client success. He holds a Bachelor's degree in Economics from The Johns Hopkins University and has held various roles within SEI, showcasing a long-term commitment to the organization. His experience spans from client service to product development, highlighting his versatility in the financial services industry. Thomas is passionate about leveraging technology to optimize service delivery and improve client outcomes.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Emerging Technologies

Leadership Development

Innovation

Organisational experience

Corporate Experience

Thomas Valerio

Work Experience

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Managing Director at

SEI

January 2023 - Present

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Relationship Manager - US Banking at

SEI

February 2014 - June 2023

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Client Service Professional - US Banking at

SEI

November 2012 - January 2014

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Product Development - Asset Management - Global Wealth Services at

SEI

March 2011 - November 2012

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Business Change Management - Global Wealth Services at

SEI INVESTMENTS (ASIA) LIMITED

August 2007 - February 2011

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Intern at

AstraZeneca

January 2006 - January 2006

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Thomas Valerio

Education

Johns Hopkins University, Bachelors

January 2003 - January 2007

Frequently Asked Questions about Thomas Valerio

What is Thomas Valerio email address?

Thomas Valerio's primary email address is **************@seic.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Thomas Valerio work for?

Thomas Valerio is a Managing Director at SEI, a company specializing in Monetary Authorities-Central Bank.

Where Thomas Valerio graduated from?

Thomas Valerio holds a degree in Economics from Johns Hopkins University.

How can I directly contact Thomas Valerio?

To contact Thomas Valerio directly, you can use the email address **************@seic.com. Complete contact information is available upon registration with Muraena.

Who is Thomas Valerio?

Thomas Valerio is a seasoned professional with extensive experience in asset management and banking, currently serving as the Managing Director at SEI's Global Private Banking & Wealth Management. He specializes in driving strategic goals for wealth management firms and banks, focusing on enterprise-level services that enhance client satisfaction and organizational efficiency. With a strong background in project management and cross-functional team navigation, Thomas has a proven track record of delivering innovative solutions that contribute to client success. He holds a Bachelor's degree in Economics from The Johns Hopkins University and has held various roles within SEI, showcasing a long-term commitment to the organization. His experience spans from client service to product development, highlighting his versatility in the financial services industry. Thomas is passionate about leveraging technology to optimize service delivery and improve client outcomes.

Thomas`s contact details

mail

**************@seic.com

Colleagues

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Aif Peter Glennon

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Aaron Von Alst

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Phil Mccabe

Executive Vice President at SEI and Head of SEI’s Investment Manager Services division

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Farooq Omer

Chief Risk Officer (CRO)

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