SEI Investments appoints Mark A. Warner as VP, Controller and Chief Accounting Officer

SEI INVESTMENTS CO

Mark A. Warner appointed as VP, Controller and Chief Accounting Officer effective March 31, 2023.
He replaces Kathy C. Heilig, who is retiring effective July 3, 2023.
Warner has been with SEI since May 1990, most recently as Director of Financial Accounting and Reporting.
He reports directly to CFO Dennis J. McGonigle.

item 5.02 item 9.01

Executive movements

Machine-extracted from this filing. Every card cites the SEC source. See all recent executive movements.

Departed

Kathy C. Heilig

Principal Accounting Officer

SEIC · SEI INVESTMENTS CO

Effective: 2023-07-03
Successor: Mark A. Warner
Filed: April 6, 2023, 7:59 PM ET

Ms. Heilig served as the Company’s Principal Accounting Officer, reporting to Mr. McGonigle, until March 31,2023, and has announced her retirement effective July 3, 2023.

Appointed

Mark A. Warner

Vice President, Controller and Chief Accounting Officer

SEIC · SEI INVESTMENTS CO

Effective: 2023-03-31
Filed: April 6, 2023, 7:59 PM ET

On Friday, March 31, 2023, the Company appointed Mark A. Warner, 55, to serve as a Vice President, and its Controller and Chief Accounting Officer

Key facts

Extracted from this filing and checked against the source text.

Executive change SEC 8-K Item 5.02 confidence 0.95

Kathy C. Heilig departed as Principal Accounting Officer at SEI INVESTMENTS CO.

Action: retiring
Role: Principal Accounting Officer

Exact text from the filing

Ms. Heilig served as the Company’s Principal Accounting Officer, reporting to Mr. McGonigle, until March 31,2023, and has announced her retirement effective July 3, 2023.

View on SEC.gov

Executive change SEC 8-K Item 5.02 confidence 0.95

Mark A. Warner was appointed as Vice President, Controller and Chief Accounting Officer at SEI INVESTMENTS CO.

Action: appointed
Role: Vice President, Controller and Chief Accounting Officer

Exact text from the filing

On Friday, March 31, 2023, the Company appointed Mark A. Warner, 55, to serve as a Vice President, and its Controller and Chief Accounting Officer

View on SEC.gov

SEI INVESTMENTS CO filing history →

Source: SEC EDGAR

accession 0000350894-23-000022

view filing index on sec.gov

view primary document

Machine-readable: JSON · Markdown · Plain text

This headline and bullets were generated automatically by deepseek-v4-flash:cloud@v2 from the public filing. Read the source on SEC.gov before relying on any specific claim. Not investment advice. See methodology for how this pipeline works.