The mission of the SEI Women’s Network (SWN) is to inspire and support the professional growth of women by providing educational forums, hosting networking opportunities, and encouraging success. The team organizes learning, awareness and networking events throughout the year, including its annual Leadership Summit, which features inspirational speakers and leaders from prominent organizations in the local area.
Q3 2020 Opportunity Series Panelist Bios
Wednesday, September 23, 2020
Cathy Alexander – Junior Compliance Officer
Cathy is responsible for overseeing the Compliance Portal and the quarterly compliance questionnaires that go out to advisors. She also performs compliance testing for SEI Trust Company and SEI Private Trust Company. She supports the compliance groups in Oaks, Canada, London, and Dublin.
Cathy has seven years of experience in marketing, first with a high tech firm in McLean, Virginia and later with the engineering consulting firm, CH2M Hill, in Portland, Oregon. Cathy stepped away from the work force full time to raise her five children as the family moved to Cincinnati, Louisville, and finally to the Philadelphia area. Cathy worked part time for the Methacton School District before re-entering the workforce full time with SEI.
Cathy has a BS from Cornell University and an MBA from George Washington University. She also has her certification to teach 7th – 12th grade mathematics from Cabrini College. Cathy serves on the Board of FC Montco Soccer Club and is a past Board member of National Charity League’s Valley Forge Chapter.
Kamiel Corbin – Compliance Officer, SEI Investments Management Corp., and SEI Investments Distribution Co.
Kamiel’s passion for understanding legal concepts and analyzing details led her to the world of Compliance. She is currently responsible for advisory and broker-dealer oversight and testing. In her preceding role, Kamiel was a Legal Services Manager within the SEI Legal team, providing business-oriented legal and regulatory support to the Investment Management Services, Independent Advisor Solutions and Private Wealth Management business units.
In addition to those roles, and since joining SEI in 2006, Kamiel has held various positions within SEI Private Trust Company’s back-office operations on both domestic and global platforms and worked as a liaison between advisory firms and cross-functional internal teams. Kamiel earned her Bachelor’s degree in Political Science, with a minor in Philosophy and a pre-law certification from Lincoln University.
In her spare time, Kamiel enjoys reading to the youth at Children’s Village, as co-champion through SEI Cares; volunteering at her local soup kitchen; and participating in community events via her church based in Philadelphia, such as school supply and food drives. Kamiel also serves on the Board of Directors of several non-profit organizations: Ride & Rebuild (Treasurer), ImperfectlyPerfect, Inc., (Treasurer), and Dsign Worx, LLC (Administrator). A fun fact about Kamiel is putting her in a room with furniture to be assembled is like putting a kid in a candy store.
Bridget Sudall – Chief Compliance Officer
Bridget Sudall has served since 2015 as Chief Compliance Officer (CCO) for SEI Investments Inc. (SEI), based in Oaks, PA. Since 1968, SEI has been a leader in the investment services industry, recognized for its history of innovation.
As CCO, Bridget established SEI’s overall vision and strategy for Anti-Money Laundering, Privacy and Core Compliance risk management. Prior to her current role, Bridget spent ten years as a Senior Associate with Morgan Stanley Investment Management focused on Compliance and Anti-Money Laundering in the alternatives space. Before that, Bridget served as an Intelligence Analyst for both the U.S. Treasury’s High Intensity Financial Crime Area and the NYPD’s Civilian Complaint Review Board.
Bridget is a Certified Anti-Money Laundering Specialist and a graduate of American University in Washington D.C. Bridget resides in Skippack, PA with her husband and 3 children, who are the great loves of her life, filling it with equal parts happiness and craziness on a daily basis.
Lori White – Corporate Counsel
Lori White is an attorney and focuses on marketing regulation and intellectual property for SEI. Currently, she is responsible for legal and regulatory matters regarding SEI’s marketing and communications programs, providing counsel to her key stakeholders in Global Marketing, Investment Management Services, and Private Banking and reviewing related materials. Lori also has a client-facing role working directly with IMS’ third party funds. And she gets involved in as many projects around the company as she is asked for help.
Since joining SEI over 25 years ago, Lori has worked across the company consulting on our marketing strategies and has extensive experience with all forms of media. She began at SEI in a new role, and in addition to her work created a legal services client offering based on SEC and FINRA advertising compliance requirements for broker dealers and investment advisors, Lori built a competency in the Legal Team for marketing review and managed that team for many years She also helped develop a technology solution to improve related processes. As SEI has ventured into new markets offering unique products and solutions, Lori has worked to problem solve and find creative ways to meet legal and regulatory challenges.
Lori has a B.A in Government from Wheaton College (MA) and a J.D from William and Mary Law School. She is a member of the Pennsylvania and Connecticut Bars and has her securities licenses as a FINRA Principal and is a member of the Advertising Committee of ICI. Lori lives in Solebury and serves on the board of the Carversville Historic Society and as majority inspector for her voting district in Bucks County.