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    Nicole Spielman

    Boyertown, Pennsylvania

    Trust Officer, Collective Investment Trusts

    SEI Trust Company

    Relationship and Project Manager

    Self-starter, analytical, and goal-driven professional with extensive experience in relationship and project management; coupled with strong background in accounting.

    Specialties

    check markAccounting

    check markAuditing & Compliance

    check markBanking, Loans & Insurance

    check markCorporate Finance

    check markInvestments

    check markRisk & Quantitative Analysis

    check markTax

    Ask Me About

    Conflict Resolution
    Customer Service
    Finance Management
    Information Administration
    Process Optimization
    Project Management
    Records Administration
    Relationship Management
    Staff Leadership and Training
    Where I've Worked
    S

    Apr 2017 – Present

    Trust Officer, Collective Investment Trusts

    SEI Trust Company
    S

    Jan 2015 – Apr 2017

    Accounting/Office Manager

    Seidel Planning & Design
    S

    Mar 2014 – Jan 2015

    Project Manager

    Seidel Planning & Design
    Where I've Studied

    2008

    BA, Dual Majors in Financial Management and Organizational Dynamics

    Immaculata University

    2005

    Associates, Associate of Science in Business Administration

    Montgomery County Community College

    People I've Reported To

    People I've Worked With

    People Who've Reported to Me

    Ask Me for a Referral

    SEI Trust Company

    In the Media

    Social Media