Kathy Heilig - SEI Investments Chief Accounting Officer, Controller

SEIC Stock  USD 80.17  0.14  0.17%   

Executive

Ms. Kathy C. Heilig is Chief Accounting Officer, Controller of the Company. She was an employee of the Company since November 1987. Ms. Heilig was Treasurer from May 1997 to May 2005. since 2005.
Age 65
Tenure 19 years
Address 1 Freedom Valley Drive, Oaks, PA, United States, 19456
Phone610 676 1000
Webhttps://www.seic.com

SEI Investments Management Efficiency

The company has return on total asset (ROA) of 0.1262 % which means that it generated a profit of $0.1262 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of 0.2461 %, meaning that it created $0.2461 on every $100 dollars invested by stockholders. SEI Investments' management efficiency ratios could be used to measure how well SEI Investments manages its routine affairs as well as how well it operates its assets and liabilities. The current year's Return On Equity is expected to grow to 0.34, whereas Return On Tangible Assets are forecasted to decline to 0.17. At present, SEI Investments' Non Current Assets Total are projected to increase significantly based on the last few years of reporting. The current year's Total Current Assets is expected to grow to about 1.6 B, whereas Non Currrent Assets Other are forecasted to decline to about 45.8 M.
SEI Investments currently holds 25.35 M in liabilities with Debt to Equity (D/E) ratio of 0.02, which may suggest the company is not taking enough advantage from borrowing. SEI Investments has a current ratio of 4.34, suggesting that it is liquid enough and is able to pay its financial obligations when due. Note, when we think about SEI Investments' use of debt, we should always consider it together with its cash and equity.

Similar Executives

Showing other executives

EXECUTIVE Age

Stacey ZengelJack Henry Associates
62
Robert BakerWestamerica Bancorporation
59
Michael CarnovaliJack Henry Associates
N/A
Vance CFAJack Henry Associates
N/A
George EnsingerWestamerica Bancorporation
70
Mary CPCUBrown Brown
N/A
Anela JonasWestamerica Bancorporation
N/A
Robert HandzelRLI Corp
N/A
Richard CICBrown Brown
N/A
Kenneth IIBrown Brown
48
Robert IVBrown Brown
N/A
Curtis BeltonWestamerica Bancorporation
N/A
Margaret RoweCommerce Bancshares
N/A
Michael VaughanBrown Brown
N/A
Matthew BurkemperCommerce Bancshares
N/A
Brian DonohoeWestamerica Bancorporation
43
Gray NesterBrown Brown
N/A
Scott CICBrown Brown
57
Kathleen TaylorRLI Corp
N/A
Mark FolkJack Henry Associates
N/A
Nichole GoddardCommerce Bancshares
N/A
SEI Investments Company is a publicly owned asset management holding company. SEI Investments Company was founded in 1968 and is based in Oaks, Pennsylvania. Sei Investments operates under Asset Management classification in the United States and is traded on NASDAQ Exchange. It employs 4371 people. SEI Investments (SEIC) is traded on NASDAQ Exchange in USA. It is located in 1 Freedom Valley Drive, Oaks, PA, United States, 19456 and employs 5,061 people. SEI Investments is listed under Asset Management & Custody Banks category by Fama And French industry classification.

Management Performance

SEI Investments Leadership Team

Elected by the shareholders, the SEI Investments' board of directors comprises two types of representatives: SEI Investments inside directors who are chosen from within the company, and outside directors, selected externally and held independent of SEI. The board's role is to monitor SEI Investments' management team and ensure that shareholders' interests are well served. SEI Investments' inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, SEI Investments' outside directors are responsible for providing unbiased perspectives on the board's policies.
Seth Morrison, Chief Officer
Leslie Wojcik, Head Communications
Michael Peterson, Executive Vice President General Counsel
Alfred West, Executive Chairman
William Doran, Secretary, Director and Chairman of Legal and Regulatory Oversight Committee
Alfred CPA, Managing Director
Joe McCabe, North Platform
Sean Denham, Executive CFO
Dennis McGonigle, CFO and Executive VP
Philip McCabe, Executive Business
Ryan Hicke, Executive Vice President CIO
Erich Holland, Head Experience
Kathy Heilig, Chief Accounting Officer, Controller
CPA III, Managing Director
James Smigiel, Chief Officer
Alexander Whitelam, Director Relations
Wayne Withrow, Executive Management
Mark Warner, Chief VP
Heather CFA, Managing Group

SEI Stock Performance Indicators

The ability to make a profit is the ultimate goal of any investor. But to identify the right stock is not an easy task. Is SEI Investments a good investment? Although profit is still the single most important financial element of any organization, multiple performance indicators can help investors identify the equity that they will appreciate over time.

Also Currently Popular

Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.
When determining whether SEI Investments offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of SEI Investments' financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Sei Investments Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Sei Investments Stock:
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in SEI Investments. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product.
For information on how to trade SEI Stock refer to our How to Trade SEI Stock guide.
You can also try the Fundamentals Comparison module to compare fundamentals across multiple equities to find investing opportunities.
Is Asset Management & Custody Banks space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of SEI Investments. If investors know SEI will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about SEI Investments listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
0.368
Dividend Share
0.92
Earnings Share
4.16
Revenue Per Share
15.703
Quarterly Revenue Growth
0.127
The market value of SEI Investments is measured differently than its book value, which is the value of SEI that is recorded on the company's balance sheet. Investors also form their own opinion of SEI Investments' value that differs from its market value or its book value, called intrinsic value, which is SEI Investments' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because SEI Investments' market value can be influenced by many factors that don't directly affect SEI Investments' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between SEI Investments' value and its price as these two are different measures arrived at by different means. Investors typically determine if SEI Investments is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, SEI Investments' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.