Chad Painter, CIPM

Chad painter, cipm

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location of Chad Painter, CIPMGreater Philadelphia
Followers of Chad Painter, CIPM939 followers
  • Timeline

  • About me

    EVP, Chief Operating Officer

  • Education

    • Penn state university

      -
      Master of professional studies data analytics

      Activities and Societies: Enterprise Analytics, Machine Learning, AI, NLP, Data Processing, Structured and Unstructured Data Modelling

    • Bloomsburg university of pennsylvania

      -
      Bachelor of science finance
  • Experience

    • Emerald asset management

      May 2006 - May 2007
      Research intern

      Assisted senior analysts in the research of publically traded companies in various industry sectors.

    • Sei

      Jul 2007 - Oct 2018

      SEI's Investment Manager Services division provides total operations outsourcing solutions to global investment managers focused on mutual funds, hedge and private equity funds, ETF's, collective trusts, separately managed accounts and institutional and private client services. The division applies operating services, technologies, and business and regulatory knowledge to each client's business objectives. Serve as the main performance measurement point of contact while monitoring client-directed service level agreements. Assist in conversions of new business as well as recommend and implement technology solutions to improve accuracy and efficiency of current processes. Calculated, monitored and reported daily performance for a wide range of investment accounts to various external clients. Provided support to clients in the form of analytical research and ad-hoc reporting.

      • Solutions Manager

        Apr 2014 - Oct 2018
      • Performance Measurement Specialist

        Jun 2012 - Apr 2014
      • Performance Analyst

        Dec 2010 - Jun 2012
      • Senior Fund Accountant

        Jul 2008 - Dec 2010
      • Mutual Fund Accountant

        Jul 2007 - Jul 2008
    • Clark capital management group

      Oct 2018 - now
      • Chief Operating Officer

        May 2022 - now
      • SVP, Director of Operations and Data Solutions

        Jul 2021 - Jun 2022
      • Director Of Operations

        Apr 2019 - Jul 2021
      • Vice President of Portfolio Analytics

        Oct 2018 - Apr 2019
  • Licenses & Certifications

    • Amazon web services cloud practitioner

      Amazon web services (aws)
      May 2024
      View certificate certificate
    • Aws certified solutions architect – associate

      Amazon web services (aws)
      Nov 2024
      View certificate certificate
    • Certificate in investment performance measurement (cipm)

      Cfa institute