Speakers

Speaker

Kim Kraft

Mindfulness Coach & Digital Content Manager, SEI

Session Title

Three Talks. Three Ideas. One Hour: Master your mind, rewrite your story with Mindfulness

Kim Kraft is a mindfulness coach and digital content manager who has transformed personal challenges into powerful catalysts for growth. After years of meditating alongside monks and volunteering in China and Cambodia, Kim now helps individuals and teams cultivate mindfulness, unlock their potential, and lead with resilience.

For more information about Kim and her journey, visit her website.

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Moderator

Andrea Huban | SWN Board President

Program/Business Operations Manager, New Business Ventures Incubation, SEI

Session Title

Keynote: Empowering financial futures (moderator)

Andrea Huban is the Program/Business Operations Manager for the New Business Ventures Incubation team at SEI. In this role, she designs and implements a repeatable process, aligning cross-functional teams to harness innovation and bring new ideas to market faster. She is passionate about learning and has an appetite for new ideas and information. This passion has driven her commitment to building new initiatives and guiding them to success.

Andrea began her career at SEI in 2005, serving in a variety of roles in SEI’s Institutional Group, including Request for Proposals (RFPs) and Marketing. Most recently, she served as the Proposal Manager, where she managed a global team responsible for completing complex RFPs to communicate to clients, prospects, and intermediaries how SEI’s value proposition aligns with achieving their goals.

Andrea is an active participant in the SEI community and is the current President of the SEI Women’s Network (SWN) Executive Board. She is dedicated to creating a positive and inclusive environment and supporting the SWN community. Outside of work, she spends time with her husband, two young daughters, and black labrador retriever.

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Moderator

Jordan Morrissey | SWN Board Treasurer

Specialist II, CIT Initiatives & Intracompany Activities, SEI

Session Title

Panel discussion: Bridging the Gap: Fostering empathy across generations (moderator)

Jordan Morrissey is a Specialist II in CIT Initiatives and Intracompany Activities at our organization. With a passion for fostering collaboration, Jordan plays a pivotal role in driving internal projects and initiatives as well as strengthening our internal and external partnerships.

As a moderator, Jordan brings a wealth of experience and a dynamic approach to facilitating discussions. Known for his ability to engage audiences and encourage meaningful dialogue, Jordan ensures that every voice is heard and that the conversation remains insightful and productive.

Outside of work, Jordan is an avid live music enthusiast, a proud owner of two dogs, and a dedicated runner. Additionally, Jordan leads an international DEI book club here at SEI, fostering conversations around inclusivity and diverse perspectives within the community.

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Speaker

Christie Persichetti | SWN Board Alumni

Specialist, CIT Investments, Investment Manager Services, SEI

Session Title

Panel discussion: Bridging the Gap: Fostering Empathy across Generations

Christie Persichetti is a young professional currently working as a Specialist on the CIT Investments Team within SEI’s Investment Manager Services. She built her career at SEI following a strong academic foundation having completed multiple internships while studying finance and global sustainability at Bentley University. Throughout her tenure at SEI, Christie has held a variety of roles, including positions in Investment Product Solutions, Mutual Fund Trading, Sustainable Investing Solutions, and supporting SEI’s asset management business in the Investment Management Unit and Private Trust Company.

Christie is committed to service and leadership. During her time at Bentley, she served as President of the Net Impact Chapter for two years, demonstrating her dedication to driving social and environmental change. She continues to carry this passion into her work at SEI, where she recently served as a founding member of the Diversity & Inclusion Events Committee and a Global Connector on the SEI Women’s Network Board. Christie is the co-founder of the newly established Young Professional’s Network at SEI, and is an ambassador for the One Young World community.

Outside of her professional and service pursuits, Christie is the proud owner of two rescue dogs, enjoys attending live music events, and spending time outdoors.

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Keynote Speaker

Michael Lane

Executive Vice President, Head of Asset Management, SEI

Session Title

Keynote: Empowering financial futures

Michael Lane is Head of Asset Management and an Executive Vice President at SEI, responsible for the business and growth strategy for our Advisor and Institutional businesses in North America, as well as leading SEI’s investment management teams globally.

With 35 years of experience, Michael previously served as Chair of U.S. Wealth at BlackRock after he was head of iShares for U.S. Wealth Advisory. Prior to joining Blackrock, he held a number of leadership roles at Dimensional Fund Advisors, leading the development of the retirement, broker-dealer, bank, and TAMP businesses. These roles included Global Head of Strategic Retirement Initiatives and CEO of Dimensional SmartNest LLC, which provides managed account solutions for defined contribution plans. Michael also served as a leader at TIAA-CREF, AEGON Financial Services Group, and Dreyfus, among others.

He is an accomplished author of three books, as well as academic and industry articles. Michael holds a Bachelor of Arts in political science from Binghamton University in New York, where he serves as an Executive Committee member for the Binghamton University Foundation Board and received the Medal of Distinguished Service. Michael also co-led the development of a not-for-profit initiative focusing on bringing diverse talent to the financial services industry.

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Speaker

Ragine Williams

Leader of DEI Recruiting, Reporting and Outreach, SEI Workforce Development

Session Title

Panel discussion: Bridging the Gap: Fostering Empathy across Generations

With Ragine’s roots tracing back to her first job at Smoothie King, she’s always approached her professional journey with an unwavering positive outlook, a dedication to teamwork, and an insatiable hunger for knowledge.

Proudly known as the ultimate Diversity geek and disruptor, Ragine is deeply passionate about revolutionizing workplace dynamics by embedding fresh perspectives of diversity and inclusion. Ragine is a graduate of La Salle University, with a Master’s Degree in Human Capital Development. Ragine is driven by the mission of reinstating the human element in Human Resources, ensuring each employee feels genuinely valued and appreciated.

Currently, Ragine serves as the Leader of DEI Recruiting, Reporting, and Outreach as part of the Workforce Development Team at SEI. In this role, Ragine is committed to fostering an environment of equality and safety for all employees while expanding her impact. Continuously striving for innovation, Ragine endeavors to infuse diversity, equity, and inclusion into every facet of her work.

Ragine’s dedication and contributions have been recognized, with a notable accolade as a finalist for the HR Rising Star of the Year at the Delaware Valley HR Person of the Year Award in July 2021. Ragine is a 40 under 40 Winner recognizing her work in DEI. She also holds an active role as Vice President of Diversity, Equity & Inclusion at the Society for Human Resource Management Philadelphia Chapter, further amplifying her commitment to driving positive change. Ragine is also a Board Member for Pathways to Housing PA.

Beyond her professional endeavors, Ragine is an advocate for maternal health, driven by personal loss after the passing of her son, Crew, in November 2023. Through advocacy, she strives to break the silence surrounding #LossFamilies and advocate for innovation in maternal health, believing that as a nation, we can and must do better.

Ragine’s journey is a testament to her unwavering commitment to creating a more inclusive, equitable, and compassionate world, one where every individual’s voice is heard and valued.

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Moderator

Vivian Estadt

Business Development Manager, SEI New Business Incubation

Session Title

Keynote: Balancing act: Navigating life as a member of the 4 jobs club (moderator)

Vivian Estadt is the Business Development Manager for the New Business Ventures Incubation team at SEI. This recently formed team is dedicated to fostering new sustainable growth engines by developing innovative business ideas and guiding them to market through a structured incubation process. In her role, Vivian assesses market potential, validates solutions with prospective clients and partners, and implements go-to-market strategies. She focuses on fostering collaboration across internal stakeholders, nurturing client relationships, and providing enterprise-level support and resources.

Vivian has been a part of the SEI family since 2007. She began her career as a Credit Analyst on the Fixed Income Portfolio Management team, where she analyzed credit fundamentals and managed risk for non-financial, investment-grade holdings. She advised on credit-impacting issues across portfolios totaling $5 billion in assets and conducted research on sector risk, industry trends, and economic conditions. In 2015, she joined the Institutional Group as a Client Service Director, executing on SEI’s Outsourced Chief Investment Officer (OCIO) solution. Her clients included institutional endowments, healthcare organizations, foundations, multi-employer funds, higher education institutions, and corporate clients. As the primary contact for executing clients’ strategic initiatives, she provided investment, operational, audit, and administrative support. Throughout her various roles, Vivian has been an active and engaged member of the SEI community, particularly through her support of the SEI Women’s Network, where she previously served on the Board of Directors and as President. She is known for her ability to bring people together, foster strong relationships, and promote collaboration and growth.

Outside of her professional life, Vivian enjoys spending time with her husband and two young children. Together, they love exploring the world, creating, reading, eating, and capturing their adventures through photos. Vivian also loves to bring joy to others and their stomachs through her baking business, Bibi’s Bakes, where she designs custom cakes, cupcakes, and cookies (when she can find the time!).

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Keynote Speaker

Jenny Just

Co-founder & Managing Partner, PEAK6

Session Title

Closing keynote: From trading floor to fintech empire

Jenny Just is a visionary, powerhouse, and one of the few self-made female billionaires in the United States. From the days of cutting her teeth on the trading floor in Chicago to now running a fintech empire, she has started and/or turned around more than fifteen companies.

Jenny co-founded PEAK6 in 1997 with $1.5M in seed capital as a proprietary options trading firm and since then has grown it into a multibillion-dollar financial services and technology giant housing the next generation of products & service brands including PEAK6 Capital Management, PEAK6 Strategic Capital, Apex Fintech Solutions, Team Focus Insurance Group, We Insure, Evil Geniuses, and Zogo.

With a true knack for unearthing talent and opportunities, Jenny looks for underfunded and underappreciated sectors to transform into high-growth businesses. Her passion specifically lies in finding opportunities for women to succeed at every table — from the classroom, to the conference room, to the poker room, to the boardroom.

This passion led her to launch Poker Power in 2020 with her daughter Juliette, a woman-led company that teaches poker to all who identify as female, and by extension, teaches women strategic thinking, capital allocation, and decision-making skills. Additionally, Jenny has created programs to help women advance their careers including the Women’s Trading Experience and Women’s Technology Experience. She currently serves on the Women and Public Policy Board at the Harvard Kennedy School.

Jenny’s remarkable success has earned her a number of accolades, including being named to Forbes’ list of America’s Richest Self-Made Women, Forbes 50 over 50 and Worth’s Groundbreaking Women. She was also the recipient of the Women’s Poker Association’s Industry Innovation Recognition Award and received a Tony Award for her involvement in Memphis the Musical.

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Speaker

Sue Scott

Compliance & Operations Liaison, National Accounts, Independent Advisor Solutions, SEI

Session Title

Panel discussion: Bridging the Gap: Fostering Empathy across Generations

Sue Scott serves as the compliance & operations liaison for National Accounts within Independent Advisor Solutions at SEI (“IAS”). A long-time member of the National Accounts Team, she is responsible for many facets of SEI’s national relationships (broker-dealers and RIAs), most notably around compliance, oversight, relationship transitions and operational needs. Sue also works intimately as a liaison with the SEI Private Trust Company and the SEI Investment Management Company (SIMC) legal and compliance teams. Previously, Sue was a long-term relationship manager with IAS, as well as an integral part of the SEI team that developed and built the advisor model within the SEI Wealth Network. She is a founding board member of the SEI Women’s Network and an original member of the SEI Cares volunteer program.

Sue has been with SEI since 1998. Prior to joining SEI, she completed a twenty-year career as an owner-operator of an international travel corporation, where she was responsible for global operations, product development, marketing and office management.

A Magna Cum Laude graduate of Georgetown University, Sue is also a Certified Tour Planner and a member of Phi Beta Cappa and Alpha Kappa Delta.

Outside of SEI, Sue serves as an Executive Board Member and Producer with Philadelphia Main Line’s oldest, non-profit Community Theater. She is a long-time member of leadership at Wayne UM Church in Wayne, PA and currently serves on its Leadership Council in addition to her roles with the Trustees and as a Christian Education teacher. Sue also has many years of experience as a freelance author and publicist and was a 14-year volunteer coach and workshop leader for a national personal finance class.

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Speaker

Kerry Kilcullen

Head of Global Marketing, SEI

Session Title

Panel discussion: Bridging the Gap: Fostering Empathy across Generations

Kerry Kilcullen is SEI’s Head of Global Marketing. She assumed this role in late 2024, after previously leading marketing for SEI’s Institutional and Private Wealth Management businesses in North America.

With a career dedicated to financial services marketing and investment communications, Kerry has a wealth of global experience. Before returning to SEI in 2020, she served as Head of Marketing at BNY Mellon Wealth Management. Kerry’s career also includes leadership roles in South Africa and Switzerland. From 2009 to 2014, she was Principal and Head of Marketing at RisCura, one of Africa’s leading investment consulting firms. She also spent two years in Geneva as an independent Marketing Consultant and Strategic Project Manager for SinCo, a boutique investment advisory firm specializing in sustainable investing.

Kerry began her career at SEI in roles including Brand Services Manager, Program Development Manager for SEI Wealth Network, and Marketing and Communications Manager for SEI Wealth Network. She holds a BA in Economics from Duke University.

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Speaker

Navixha Bagga

Leadership & Wellness Coach; Founder, OYL Consulting

Session Title

Three talks. Three ideas. One hour.

Navixha is a passionate advocate, TEDx speaker, and coach with over 25 years of experience empowering individuals and organizations to unlock their full potential and lead with purpose. A dynamic mindset mentor, women’s leadership advocate, and seasoned corporate leader, she is a vibrant changemaker in the Greater Philadelphia area.

With 23 years of experience in corporate IT, Navixha’s strategic leadership has helped organizations align with their vision, optimize processes, and achieve enhanced value realization. Her tailored coaching approach blends leadership strategies and mindset transformation, guiding individuals to design impactful life plans that align with their personal and professional goals.

Beyond her corporate achievements, Navixha is a champion of women’s leadership, recognizing women as a societal cornerstone with insightful, effective, and inherent leadership qualities. Her transformative programs empower individuals to reconnect with their inner powerhouse for heightened life experiences while enabling organizations to unleash the true potential of their diverse and highly productive workforce.

In 2022, Navixha curated the inaugural 5K Saree Walk outside of India, a groundbreaking initiative that challenged century-old stereotypes and spotlighted women’s leadership. Her work bridges mental health, personal excellence, and leadership development, fostering growth and transformation for individuals and teams alike.

“I help individuals and organizations unpackage their true potential!” – Navixha

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Speaker

Nicol Varona Cancelmo

Co-Founder OCOA

Session Title

Three talks. Three ideas. One hour.

Nicol is the Co-founder of Ocoa, a premium hair care brand dedicated to helping Latinas love their curls and themselves. Inspired by the beauty of the Dominican Republic, Ocoa offers high-end curly hair products made with clean and nourishing ingredients. The brand’s mission is to honor curly-haired women in their most raw and authentic selves, empowering them to transform their lives and embrace their natural beauty with confidence.

Founded in 2021 by Nicol and her sister Cory, Ocoa emerged from their own curl transformation journey, which ignited a passion for natural texture and self-love. As Co-founder and Marketing lead, Nicol oversees the brand’s marketing strategy, creative direction and partnerships ensuring Ocoa’s message resonates with their curly hair community.

A mom of two and a lover of curls, summertime, and Dominican food, Nicol combines her personal and professional passions to drive Ocoa’s success. She holds a bachelor’s degree in Business Management with a concentration in Marketing and a Minor in Spanish from Penn State University and a Social Media Certification from Georgetown University.

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Keynote Speaker

Kathryn Sollmann

Author & Career Coach

Session Title

Keynote: Balancing act: Navigating life as a member of the 4 jobs club

Kathryn Sollmann is the 4 Jobs Club author and a career coach who helps women navigate many stages of work and life with good humor, sanity and grace. The mother of two adult daughters, she speaks from experience: she juggled care for her children and three aging parents/in-laws, a busy household and a non-stop career that spanned corporate posts, entrepreneurial ventures, independent consulting and freelance projects—and always found interesting ways to make work fit life.

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Moderator

Paul Burton | Secretary, SEI Women’s Network

Technology Director, Investment Management Unit

Session Title

Three talks. Three ideas. One hour. (moderator)

Paul Burton (he/him) is the Technology Director for the Investment Management Unit (IMU) and is responsible for the technology used to by our Portfolio Management teams to manage, support, trade and report on SEIs funds.

Paul has been with SEI since 2015 and brings a broad range of technology and architecture skills to the business. Prior to his employment at SEI, Paul worked as CTO for a Treasury Management product (15 years), spent time at a consultancy group in London implementing Air Traffic Management systems (7 years), designed control systems for Particle Accelerators, and worked on Data and Radio Communications equipment. Paul has over 35 years of experience in technology and leadership roles.

Graduating with a B.Sc. (Hons) in Computer Science from Oxford Brookes University, England, Paul is a Fellow of the British Computer Society (FBCS), a Chartered IT Professional (CITP), and a member of the Association of Computing Machinery (ACM).

At SEI, Paul is an Executive Board member for the SEI Women’s Network, is a Board member for SEI Cares, focusing on Communications, and is a trained facilitator.

In his spare time, he enjoys running, playing keyboards and tinkering in his recording studio. He is on the committee for the Philadelphia Java Users’ Group (PhillyJUG) and is Treasurer for the USA Section of the British Computer Society, a 501[c]3 organization.

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Natalie Cramp

Chair, Women in Data

Watch Natalie’s Session

With more than 15 years’ experience in leading private, public and third sector organizations through significant periods of innovation and change, Natalie has spent the last five years leading a data consultancy supporting organizations in all industries to understand and deliver the potential of data and AI. She is passionate about the people elements of transformation and built a Data Academy, to enable the whole business from leaders to front-line team members understand and gain value from data and is now a regular speaker for Vistage, delivering training to C-suite leaders in understanding how to create value from data and AI for their business. Natalie is a recognized leader in the data field, having been named in the Tech Women Celebration 50, the Twenty in Data and Tech 2023, the Data IQ 100 multiple times, and featured as one of only 15 female leaders in the 300 Years of Leadership and Innovation publication. She takes an active role in the data community, chairing a cross-industry Data Ethics Advisory Board, chairing Women in Data®‘s Women’s Health work and being on the Mayor’s Data for London Advisory Board. She is passionate about shifting the dial on diversity in the industry, and particularly supporting women’s careers, is an Ambassador for Women in Data’s 65,000 strong network and proud that in her time at Profusion she reduced the gender pay gap to 1% and increased the % of women by 20% to get to 50:50.

Mary Agbesanwa

Founder, Now You’re Talking Network

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Mary Agbesanwa is passionate about how technology is transforming the financial services industry especially wealth management and supporting millennials to achieve their full potential. She spent several years working as a Management Consultant at PwC working with banks and fintechs looking to scale or adapt their business models. She was also fintech growth lead at a B2B fintech focusing on turbocharging the firm’s growth and expanding their portfolio of fintech clients. Outside of work, she runs a female professional community called the ‘Now You’re Talking Network’ which has over 2,000 members from tech and financial services. She is also the Learning Facilitator for Imperial College Business School’s quarterly Fintech Program, a program leader for the Wharton Business School’s Executive Presence & Influence program and a board trustee for Girlguiding, the UK’s largest charity for women.

Caroline Deutsch

Head of UK/EMEA Marketing for SEI

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Caroline is responsible for leading the development and execution of marketing strategies across EMEA for SEI’s Investment Processing and Technology business as well as raising the profile of SEI’s overall brand in the region. With 25 years’ experience of B2B financial services marketing, Caroline has worked for SEI for over 18 years and held marketing roles across asset management and financial technology.

She cares deeply about SEI’s culture and community supporting diversity and inclusion. She is the Executive Sponsor for SEI’s UK Graduate Program, serves on SEI’s Global Women’s Network board and externally on PIMFA’s Diversity and Inclusion committee.

Prior to SEI, Caroline was an Account Director at Penrose PR agency where SEI was one of her clients.

Alison Vincent

Non-Executive Board Member, SEI Investments (Europe)

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Bringing more than 30 years’ experience in global businesses, Alison is a respected thought leader with expertise in technology innovation, cybersecurity and software engineering. In addition to roles at NDS, Micro Focus and IBM, Alison was Cisco System’s Chief Technology Officer for the UK and Ireland and also served as Global Chief Information Security Officer for the HSBC Group. She was honoured as one of the Top Influential Women in UK Information Technology in 2019 and was recently named as a Fellow of the Royal Academy of Engineering.

Teresa Araco Rodgers

Founder, harp-weaver LLC

Session Title

TED-style talks | Three talks. Three ideas. One hour.

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Teresa Araco Rodgers founded harp-weaver LLC in 2010 to provide a better way to add meaning, to manage gifting, and to align investing with personal, family, corporate, and financial goals. Harp-weaver serves as a personal philanthropic staff, working closely with private funders and their advisors to develop tailored giving plans and creatively execute those plans. Clients are more strategic with charitable dollars and more fulfilled with involvement.

Teresa began her career at SEI and, in her 16 years with the company, she held various global business development and client service roles. Teresa holds a bachelor’s degree in finance from Lehigh University, a master’s degree and a Certificate in Nonprofit Administration from the University of Pennsylvania. She also received the Chartered Advisor in Philanthropy designation.

Teresa currently serves as executive director of multiple private foundations. She is an avid supporter of women’s philanthropy and hosts a dinner series called “Night Out With Meaning.” She is a partner in collaborative funds, serves on multiple nonprofit boards, and is a member of Social Venture Circle. Teresa is an advocate for and an early adopter of mission-aligned investing and promoting a practical approach among foundations and individual investors.

Sneha Shah

Executive Vice President and Head of New Business Ventures, SEI

Session Title

Fireside chat | Evolving leadership from “me” to “we”

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Sneha Shah is an Executive Vice President at SEI and Head of New Business Ventures, responsible for new business and platform identification and incubation; engaging clients, accelerators, and the entrepreneurial community to invest and accelerate new ideas and solutions; and cultivating innovation that drives top-line growth.

With more than 25 years of experience in business leadership, strategy, and execution globally, Sneha most recently served as Managing Director and Group Head of the London Stock Exchange Group’s (LSEG) Business Accelerator, where she created and scaled new businesses at the intersection of data, artificial intelligence, and technology. Prior to LSEG, her roles as Managing Director, Global Head of Risk Managed Services at Refinitiv and Managing Director in Africa for Thomson Reuters included leveraging emerging technologies, innovation, and strategic partnerships to drive profitable growth. She has also held senior leadership roles across finance and risk, operations, sales, and client service.

A global citizen with a passion for purpose-led initiatives, Sneha currently serves as a Board Trustee for the African Leadership Foundation, the Education Development Center, and the Harambeans Alliance. She is also Board Chair for the Young Presidents Organization’s New York Polaris Chapter. Sneha was selected for Innovate Finance’s “Women in Fintech Power List” and was a two-time winner of the Gender Mainstreaming Award by Business Engage.

She holds a Bachelor of Arts in politics with international studies from the University of Warwick in the U.K. and completed the Harvard Business School’s YPO Presidents’ Program.

Sneha Shah SEI corporate leadership profile

Shawn Hendricks (she/her)

Senior Director of SEI’s Institutional Transfer Agency (“SITA”)

Watch Shawn’s Session

Moderator | Keynote Session | Unleashing your inner powerhouse: Embracing strength in a changing world

Shawn is a Senior Director on SEI’s Institutional Transfer Agency responsible for supporting internal and external enterprise clients and strategic partners of SEI. SITA focuses on maximizing the delivery of our recordkeeping solutions supporting 40 Act mutual funds and CIT products.

Prior to this role at SEI beginning in August 2023, Shawn spent the last 23 years in various leadership roles of teams supporting transfer agency operations, regulatory compliance, and oversight/control governance at the following financial industry firms: Aim Funds/Invesco, Symetra, Russell Investments, Northern Trust Company, and Vanguard.

Shawn represents SEI on the Investment Company Institute’s (“ICI”) Transfer Agent Advisory Committee (“TAAC”) and is approaching year two of three years in the Securities Investment Institute (“SII”) program, their executive development program for securities industry professionals through SIFMA at the University of Pennsylvania’s Wharton School. Shawn is an alumni of the 2023 LEADERSHIP Philadelphia Core Program cohort.

She is active in her community and currently serves on the board of Phoenixville Women’s Outreach, a Phoenixville, PA organization committed to providing support and services for transitional and affordable housing for underserved women in the greater Phoenixville area. She also serves on the board of the LGBT Center of Greater Reading with multiple locations throughout the greater Philadelphia region focused on providing services, advocacy, and support to the LGBTQ+ community, including allies, with the goal that all may live a life of fulfillment, inclusion, and celebration.

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Morgan Mifflin

Project Manager

Watch Morgan’s Session

Moderator | TED-style talk | The power of days: Changing the course of menstrual equity

Morgan joined SEI in 2020 as a seasoned project manager with a passion for turning ideas into successful realities. With a background in software across a number of industries, she brings a wealth of experience in leading cross-functional teams and delivering projects with unique management style. Known for her exceptional organizational skills and effective communication, Morgan thrives in dynamic environments.

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Moderator

Linda Scavone | SWN Board Alumni

President, SEI Private Trust Company

Session Title

Welcome remarks

Linda Scavone is an influential and service-oriented strategic partner with 20 years of experience driving business improvement and organizational change. She currently leads SEI’s Private Trust Company and is responsible for setting the culture and strategic vision of SPTC. She oversees the day-to-day operations to support the trust company’s growth in clients and assets and delivering world-class client experiences.

Previously, Linda worked in Mergers & Acquisitions, Risk Management, IT, and consulting services at SEI and KPMG.

Linda serves as a board member of the SEI Trust Company, which offers a diverse array of collective investment trust to the U.S. retirement market through strategic partners with leading money managers.

Linda previously served on the SEI’s Women’s Network Board as President and Vice President is co-lead for the 2025 SEI Women’s Network Leadership Summit. Outside of work, she enjoys spending time with her husband and their four children.

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Caroline Levitt

Chief Compliance Officer & Chief Operating Officer, SEI Investments Canada Company

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Moderator | Fireside chat | Evolving leadership from “me” to “we”

Caroline Levitt is Chief Compliance Officer and Chief Operating Officer for SEI Investments Canada Company. In this role, she is responsible for overseeing operations and compliance with Canadian and provincial regulations applicable to SEI as a portfolio manager, investment fund manager, and exempt market dealer. Caroline also acts as an important interface between SEI’s global legal, compliance and IMU teams and SEI’s Canadian business units.

Caroline is a chartered accountant, with more than 25 years of financial, operational, compliance and risk management experience; building and managing teams in growth-driven and challenging business environments that include both the financial services and high technology environments.

Prior to joining SEI, Caroline was CFO, COO and CCO at Taylor Asset Management Inc., a boutique investment management firm based in Toronto. Before joining Taylor, Caroline was CCO at Acuity Investment Management. Caroline was Director, Finance at Synergy Asset Management prior to joining Acuity. Caroline began her professional career providing audit and consulting services in the financial services group at Ernst & Young LLP.

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Alison Gershman

Co-Leader Eagleville Chapter of Days for Girls International

Session Title

TED-style talk | The power of days: Changing the course of menstrual equity

Watch Alison’s Session

Alison Gershman began volunteering with the Eagleville, PA Days for Girls Chapter in the fall of 2016 and became a co-leader of the Chapter in 2017. She enjoys that this Non-profit combines her background in Textiles with a life changing effort to support women and girls with menstrual products and education.

Alison became a volunteer Sewing Specialist with Days for Girls International in 2022, where she supports USA Teams and Chapters, while still being able to enjoy co-leading the Eagleville Chapter.

Alison has participated in distributions in Kenya, Ecuador, and Cuba as well as those in the local Philadelphia area.

Days for Girls International

Leslie Roy

Leader of Wayne, PA Chapter & Mid-Atlantic Regional Representative, Days for Girls International

Session Title

TED-style talk | The power of days: Changing the course of menstrual equity

Watch Leslie’s Session

Leslie Roy is a Duke University Alumni, Trinity ‘81. She worked as a computer consultant until retiring to raise her three daughters. She currently manages multiple rental properties. After making trips to Uganda in 2012 and 2014 with St. David’s Episcopal Church, she fell in love with the country.

She is on the board of ECHOES Around the World which also supports Uganda and helped coordinate the funding for a new 5 story hospital and nursing school.

Leslie started the Wayne, PA Chapter for Days for Girls in 2016 after realizing during her trips to Uganda that girls did not always have access to menstrual products. During the past 8 years, more than 700 volunteers have helped make over 6,000 Days for Girls kits. These have been distributed in 18 different countries, including the USA. Leslie has personally helped with the distribution of kits in Uganda, Guatemala, Cuba, Ecuador and Jamaica. Her team helped set up an enterprise in Uganda to make and distribute the kits.

In addition to leading the Wayne, PA Chapter, Leslie is the Mid-Atlantic Regional Representative for Days for Girls, helping support over 50 teams in six different states.

Days for Girls International

Shauna Mace

Head of Practice Management, SEI

Session Title

Panel discussion | Lifting others as we climb

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Shauna runs SEI’s Advisor Services team, which includes practice management, communities, and strategic partnerships. She leads and develops practice management content and programs including the development of SEI’s Growth Lab, a collection of actionable practice management toolkits. She is focused on helping independent advisors grow their businesses through consulting, speaking, and thought leadership.

Shauna joined SEI in 2021 after more than 16 years working with financial advisors, asset managers, and financial service businesses. Before joining SEI, she was the founder of Inspire Growth, a consulting and coaching business focused on sales and high-performance best practices for financial advisors. She is a Certified High Performance Coach.

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Rishaun A. Hall

Policy Associate, The PEW Charitable Trusts

Session Title

TED-style talks | Three talks. Three ideas. One hour.

Watch Rishaun’s Session

A native of West Philadelphia, Rishaun Hall has been serving the Philadelphia area since he was 14. While at Cristo Rey Philadelphia High School, Hall interned at the Mayor’s Office of Philadelphia and this is where he found his passion. Hall’s calling has always been to serve his community. During his time at the Mayor’s Office, Hall served as chair of the Philadelphia Youth Commission, was a Youth Delegate in the 2015 National League of Cities, and a national leadership council member of Generation Progress.

Hall holds a bachelor’s degree in criminal justice from Wheeling Jesuit University (now Wheeling University) and is pursuing a master’s degree in public policy/public administration from West Chester University. Currently, Hall works at The PEW Charitable Trusts, Philadelphia Research and Policy Initiative as a policy associate. Hall is responsible for communication and coordination among Pew’s policy and research team in Philadelphia, the City Council of Philadelphia, and other city stakeholders.

While Hall graduated from Cristo Rey in 2016, his dedication to the mission has never wavered. Currently, Hall is the founding Chair of the Workforce Development Committee for the Cristo Rey Network National Leadership Council, where he is leading the discussion around productivity and professionalism in the workplace. Hall also founded the Shyheem Robinson Legacy Scholarship in honor of his fallen friend/fellow Cristo Rey alum who was tragically murdered in October 2020.

Donate to the Shyheem Robinson Legacy Scholarship

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Raquell Baker

Senior Business Manager

Session Title

Panel discussion | Lifting others as we climb

Watch Raquell’s Session

Raquell is a leader at the forefront of SEI’s Investments Processing Business Management Team. With a remarkable journey spanning over three decades, Raquell’s story is one of dedication, resilience, and continuous growth.

Raquell’s professional journey began more than 30 years ago when she joined SEI in the corporate accounting department. Over the years, she navigated through various roles eventually finding her calling in business management. This pivotal transition marked the beginning of her ascent to the influential position she holds today.

In her current role, Raquell collaborates with leadership and employees across the organization to steer SEI toward its financial objectives. Her strategic awareness and collaborative approach have been instrumental in driving the company’s success.

Beyond the boardroom, Raquell is a compassionate advocate for community engagement. She has actively participated in the Big Brothers Big Sisters program and the Pen Pal initiative through SEI, demonstrating her commitment to making a positive impact beyond the professional realm.

In her free time, Raquell directs her focus toward her family. Raquell enjoys exploring music across all genres and passionately follows football and hockey.
Raquell’s academic foundation is rooted in excellence, having graduated from Philadelphia University, now recognized as Thomas Jefferson University. Her educational journey has undoubtedly contributed to her leadership expertise, shaping her into a well-rounded and accomplished professional.

Rachele Browning

Executive Managing Director of Strategic Enterprise Relationships, SEI

Session Title

Panel discussion | Lifting others as we climb

Watch Rachele’s Session

Rachele is an Executive Managing Director on SEI’s Enterprise Team responsible for leveraging the breadth of SEI’s capabilities to maximize the delivery of our solutions and drive growth for enterprise clients and strategic partners.

Prior to this role, Rachele was in SEI’s Institutional Group responsible for new client outreach and business development in the U.S.

Before joining SEI, Rachele was responsible for the sales and marketing of the derivatives desk in CoreStates Capital Markets Group. She began her career in CoreStates Wholesale Banking program, ultimately responsible for Business Development in the U.K. and their U.S. subsidiaries.

She is active in her community and currently serves on the board of Mindfulness through Movement, a Philadelphia organization committed to nurturing the wellness of children in underserved areas through mindful breathing and movement. She also serves as a Trustee at the University of Scranton.

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Megan Murray

Relationship Manager, SEI

Session Title

TED-style talks | Three talks. Three ideas. One hour.

Megan Murray has been part of the SEI family since 2009. Supporting Private Banking clients as a Relationship Manager for over a decade of her SEI tenure, she first learned the ropes in Corporate Accounting and Business Management. As a Relationship Manager, Megan advocates for clients and helps turn their strategic ideas into actionable and executable steps. Internally, Megan coordinates across all internal partners to further resource the clients’ vision.

Megan spent her undergrad years at Stetson University in Florida and received her MBA from Baylor University in 2021. In 2015, Megan moved to Austin, TX to be closer to family and enjoys the active music city life. She is also a community leader in other local organizations including ATX Women in Web3, ATX DAO, and Austin Women in Technology.

Moderator

Laura Kish | SWN Global Communications

Director of Business Intelligence and Salesforce Reporting

Laura Kish serves as the Director of Business Intelligence and Salesforce Reporting on SEI’s Salesforce Global Implementation Team. In her role she collaborates with internal stakeholders across the enterprise to design, develop, and implement mission-critical reports and dashboards. Before taking on this role in fall of 2022, Laura spent nearly 12 years on SEI’s Institutional Marketing Team where she focused on managing the business unit’s lead generation and business intelligence initiatives.

Prior to starting at SEI in 2011, Laura spent four years in inside sales working for TrialGraphix, a litigation consulting firm. Before that she worked as a Sales and Marketing Representative for NVHomes. Her time spent in sales is where Laura developed her passion for using CRM systems and data to drive business development strategies.

Laura earned her bachelor’s degree from The Pennsylvania State University where she majored in Marketing. She also serves as a board member and the communications chair for the SEI Women’s Network. In her spare time she enjoys reading, puzzles, and being active outdoors with her family. On the weekends you can find her on the beach, on the slopes, or more likely on the sidelines of a youth sports game cheering on her sons.

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Aimie Hanson

Chief Revenue Officer of SEI Family Office Services

Moderator | TED-style talks: Three talks. Three ideas. One hour.

Aimie Hanson is the Chief Revenue Officer of SEI Family Office Services, where she leads the sales, relationship management and client relations teams to drive business growth and deliver an excellent client experience. As a member of the leadership team, she plays a key role in developing and executing the strategic plan to support the evolving needs of family office clients.

Aimie is a proven leader with 25 years of relationship management and client engagement experience in the financial services industry at SEI. She previously served as a Managing Director in SEI’s Private Banking business, working with executives across the wealth management spectrum including law firms, multi-family offices, private trust companies, and community, regional and national banks.

Prior to joining SEI, Aimie was an officer in the U.S. Army.

Aimie serves on the Board of the SEI Women’s Network.

Moderator

Megan McCloskey | SWN Board Alumni

Program Manager, Workforce Relations and Initiatives, SEI

Session Title

Welcome remarks

SESSION INFORMATION

Megan serves as the Program Director for Junior Leadership Development Programs at SEI. In this role, Megan and her team manage the recruiting and programing for the SEI Internship Program for college juniors, and the SEI Associates Program for emerging leaders. In her role as Program Director, Megan also supports various marketing initiatives across SEI’s Workforce Development. Prior to her current role, Megan worked as a Global Communications Specialist, driving the public relations and communications strategy across SEI’s businesses. She also worked as a Marketing Associate for SEI’s Global Institutional Group.

Megan earned her bachelor’s degree from The Pennsylvania State University. She also serves as a Board Member for the SEI Women’s Network. In her spare time, Megan enjoys volunteering with Special Olympics and hanging out with her family, her fiancé Ross, and their golden doodle, Noah.

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Moderator

Allie Carey

Global Head of Strategy, SEI Private Banking and Wealth Management

Session Title

Closing keynote: From trading floor to fintech empire (moderator)

Allie Carey heads strategy for SEI’s Private Banking and Wealth Management business. In this role, she defines the business segment’s strategic growth plans in collaboration with executive leaders across the company.

She is focused on strategic planning, global wealth management industry landscape assessment, global go-to-market strategies, channel partnerships, product/solution strategies and M&A opportunities.

Prior to joining SEI, Allie served as VP of Product Management at AscellaHealth, where she was responsible for identifying new market and revenue opportunities and formulating the product strategy to realize those opportunities.

Previously, Allie served as the Managing Director of Front Office for SEI’s Advisor business. In this role, Allie was responsible for the design and delivery of the Advisor Business Platform, which supports the growth of over 7,400 independent financial advisors.

Allie earned her Bachelor of Arts degree in International Relations from Bucknell University.

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Meet our moderators

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