CARMEN V. ROMEO

Corporate Board Profile

Tech Score: 25/100

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Software Technology Evidence

3 mention(s) identify CARMEN V. ROMEO as having software/technology expertise.

Company Filing Date Evidence Reason
SEI INVESTMENTS CO 2012-04-13 Mr. Romeo has great familiarity with the Company, and particular knowledge of the Company’s business and related technology and asset management solutions. Mr. Romeo has significant familiarity with the Company’s technology and asset management solutions from his previous role as Executive Vice President, indicating a strong technical background.
SEI INVESTMENTS CO 2013-04-23 Mr. Romeo has great familiarity with the Company, and particular knowledge of the Company’s business and related technology and asset management solutions. His previous role involved managerial responsibility for the Company’s Investment Advisors business, indicating familiarity with technology solutions, though not explicitly stated as programming skills.
SEI INVESTMENTS CO 2015-04-09 Mr. Romeo has great familiarity with the Company, and particular knowledge of the Company’s business and related technology and asset management solutions. Has extensive experience in financial management and technology solutions related to asset management, indicating a strong understanding of software applications in finance.

SEI INVESTMENTS CO

Filing Date Source Excerpt
2012-04-13 Mr. Romeo has great familiarity with the Company, and particular knowledge of the Company’s business and related technology and asset management solutions.
2013-04-23 Mr. Romeo has great familiarity with the Company, and particular knowledge of the Company’s business and related technology and asset management solutions.
2014-04-11 Mr. Romeo was a certified public accountant with Arthur Andersen & Co. prior to 1979.
2015-04-09 Mr. Romeo has great familiarity with the Company, and particular knowledge of the Company’s business and related technology and asset management solutions.
2016-04-05 Mr. Romeo was a certified public accountant with Arthur Andersen & Co. prior to 1979.
2017-04-05 Carmen V. Romeo, 73, has been a director since June 1979 and a member of the Audit Committee of our Board since 2008.
2018-04-10 Mr. Romeo was a certified public accountant with Arthur Andersen & Co. prior to 1979.
2019-04-17 Mr. Romeo was a certified public accountant with Arthur Andersen & Co. prior to 1979.
2021-04-27 Mr. Romeo was our Treasurer and Chief Financial Officer from June 1979 until September 1996.
2022-04-27 Mr. Romeo was our Treasurer and Chief Financial Officer from June 1979 until September 1996.
2023-04-20 Mr. Romeo was our Treasurer and Chief Financial Officer from June 1979 until September 1996.
2024-04-15 Mr. Romeo was a certified public accountant with Arthur Andersen & Co. prior to 1979.

Data sourced from SEC filings. Last updated: 2025-05-21